Gm! This week Shayon Sengupta joins the show to discuss a recent research report published by Multicoin Capital on Jito. We deep dive into the Jito thesis, token buybacks, why MEV drives L1 value accrual & more. Enjoy!

Link to the Jito (JTO) Asset Report: https://x.com/shayonsengupta/status/1896994763842445423

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(00:00) Introduction

(01:11) The Jito Thesis

(07:01) Token Buybacks

(14:17) Token Value Accrual

(21:38) Jito’s Impact On Solana

(37:07) Firedancer

(42:16) Jito Restaking

(47:11) Why MEV Drives L1 Value

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