Crypto’s Next Cycle: Solana’s Comeback vs Ethereum’s Head Start | Qiao Wang

Qiao Wang from Alliance DAO (a web3 accelerator) joins us to discuss the applications and protocols that are primed to dominate crypto's next cycle. Qiao reviews thousands of crypto startups every year, has an uncanny ability to predict future narratives and is one of my favorite thinkers in the space! In this episode, we discuss why RWAs and payments are crypto's massive opportunity, how speculation is crypto's killer feature, Solana's comeback vs Ethereum's headstart, Coinbase's giant opportunity, where the developers are building and more!

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(00:00) Introduction

(00:45) Two Massive Opportunities: RWAs + Payments

(18:40) Why DePIN Works

(21:01) Speculation is Utility

(24:28) DAS LDN Plug

(25:26) Where Are Developers Building?

(28:57) Why Price Leads Everything

(32:13) DeFi Apps and Horizontal Integration

(34:53) The SuperApp Thesis

(39:32) Coinbase and Onchain Identity

(46:56) Cosmos’ Problem

(49:46) L2 Competition and Fragmentation

(57:29) What it Takes to Be a Great Crypto Founder

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Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

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