Gm! this week Matthew Sigel returns to discuss the current state of Solana in 2025. We deep dive into Van Eck's new ETF filing, the state of the market, crypto IPOs under a Trump administration, unlocks on Solana & more. Enjoy!

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(00:00) Introduction

(01:22) Van Eck’s Onchain Economy ETF

(05:15) The Rise Of XRP

(09:43) Renaud Partners Ad

(10:43) Finding Projects In Crypto

(14:50) Crypto IPOs

(18:57) State Of The Market

(20:58) Solana Unlocks

(27:06) MEV On Solana

(35:18) Value Accrual Of L2s

(39:32) Ethereum vs Solana Apps

(41:29) The Solana ETF

(45:12) Speculation vs Utility

(47:35) Alt L1s

(48:41) Data Availability

(50:45) The State Of Solana

(56:25) VanEck Ventures

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.