Lightspeed

The Bull Case For Solana | Joe McCann Oct 31, 2024

Gm! This week, Joe McCann joins the show to deep dive into his Solana thesis. We discuss whether Solana is still positioned to outperform even after the huge run up in 2024, the election impact on crypto markets, the bullish macro backdrop for risk assets, crypto venture, memes & more. Enjoy!

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Follow Joe: https://x.com/joemccann

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(00:00) Introduction

(00:51) The Solana Thesis

(09:09) SOL/ETH Ratio

(12:22) Chain Performance

(17:26) Who's Buying SOL?

(20:16) The Election Impact

(26:46) Trading The Election

(34:18) Meme Coins

(44:37) Solana's Biggest Risk

(48:13) Crypto Venture

--

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.

Solana's On Chain Boom | Weekly Roundup Oct 29, 2024

Gm! This week, we're back with another roundup. We discuss Solana's on chain boom, why economic value reached a new all time high, Stripe's recent acquisition of Bridge & much more. Enjoy!

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Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:29) Solana's On Chain Boom

(10:17) Solana's Breaking Point

(14:21) Firedancer

(18:47) Sei Ad

(19:13) Solana's Economic Value

(22:37) Memecoins & Fee Markets

(31:35) Meme's

(35:31) Stripe Acquires Bridge

(40:35) Crypto M&A, IPOs & Regulation

(45:07) Crypto Mobile Apps

(56:11) SocialFi

--

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.

How Crypto Is Connecting Global Payment Networks | Daniel Lev Oct 23, 2024

Gm! This week, we’re joined by Daniel Lev from Coinflow! We discussed Stripe’s acquisition of Bridge, challenges faced by crypto payments businesses, and TradFi’s adoption of stablecoins. Additionally, we unpacked the impact of US regulations on the stablecoin sector, and the fees associated with on and off-ramps in crypto. Finally, we covered interesting use cases Coinflow is enabling today. Enjoy!

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Follow Coinflow: https://x.com/CoinflowLabs

Follow Daniel: https://x.com/SirDigitalDan

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:45) Stripe Acquires Bridge

(07:03) Challenges Faced By Payments Businesses

(10:46) The Problems With ACH

(14:07) TradFi Adoption of Stablecoins

(26:58) Sei Ad

(27:25) How Cypherpunk Are Stablecoins?

(30:49) Struggling With US Regulations

(41:06) Fees Associated With Crypto Ramp Providers

(45:53) Daniel's Journey Before Coinflow

(50:28) Gaining Solana Labs as a Client

(52:04) Mobile Integrations

(55:10) What Is Coinflow Enabling Today?

--

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.

The Next Chapter Of Solana Mobile | Emmett Hollyer Oct 17, 2024

Gm! this week, Emmett Hollyer joins the show to discuss the next chapter of Solana Mobile ahead of their latest phone release in 2025. We reflect on why the Solana Saga was successful, how to create a great product, crypto UX & how crypto can break the mobile duopoly. Enjoy!

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Follow Emmett: https://x.com/m_it

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Timestamps:

(00:00) Introduction

(01:47) Solana Mobile

(06:38) Building A Crypto First Phone

(08:27) Solana Seeker

(11:17) Solana Saga

(16:09) Marques Brownlee's Saga Phone Reaction

(17:53) The Saga Phone Breakout Moment

(20:12) Solana Mobile's Adoption Flywheel

(24:44) Breaking Up The Mobile Duopoly

(30:28) Super Apps vs Decentralization

(34:56) Crypto Apps

(40:11) Crypto UX

(41:51) The Next Chapter For Mobile

--

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.

Crypto's Best Shot At Mainstream Adoption | Live At Permissionless Oct 15, 2024

Gm! this week, we're live at Permissionless with a discussion on crypto's creator economy. We deep dive into capturing attention in crypto, building DRiP, why build on Solana, NFTs, meme coins & more. Enjoy!

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Follow Vibhu: https://x.com/vibhu

Follow Steve: https://x.com/solanasteve_

Follow Jake: https://x.com/SolJakey

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

(00:00) Introduction

(01:22) Crypto's Creator Economy

(07:14) Capturing Attention In Crypto

(13:27) Content On DRiP

(17:24) Why Build On Solana?

(17:50) Sei Ad

(25:57) Investments vs Commerce In Crypto

(29:28) Building A Media Company In Crypto

(31:22) NFTs

(42:21) Will DRiP Ever Launch A Token?

(45:38) Meme Coins

--

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.

The State Of Solana DeFi Today | Tristan Frizza & Jayant Krishnamurthy Oct 11, 2024

Gm! this week, we're live from Permissionless with Tristan Frizza & Jayant Krishnamurthy. We discuss the current & future state of DeFi on Solana, the rise of alt L1s, the next evolution of DeFi & what Solana can improve on in the future. Enjoy!

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Follow Tristan: https://x.com/Tristan0x

Follow Jayant: https://x.com/jayantkrish

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

(00:00) Introduction

(01:24) Bringing Trading On Chain

(04:41) Solana L2s

(06:26) Solving Crypto's Oracle Problem

(10:46) The State Of DeFi On Solana

(16:17) The Next Evolution Of DeFi

(21:17) The Rise Of Alt L1s

(30:59) What Solana Can Improve On

--

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.

Going All In On Solana | Leah Wald Oct 08, 2024

Gm! this week, Leah Wald joins the show to discuss what led Cypherpunk Holdings to go all in on Solana. We deep dive into the Solana ETF outlook, investing in the ecosystem, the role of staking, TradFi demand for Solana & much more!

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Follow Leah: https://x.com/LeahWald

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Timestamps:

(00:00) Introduction

(02:25) Going All In On Solana

(09:14) Investing In The Solana Ecosystem

(16:01) Solana ETF

(23:50) Staking

(30:45) TradFi Demand For Solana

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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.

Firedancer: Unlocking Solana's Scaling Roadmap | Weekly Roundup Oct 05, 2024

Gm! this week, we begin by discussing Snowden's recent comments that Solana is centralized. We then deep dive into Mert's biggest takeaways from recent conferences, the impact of Firedancer, reasons to be bullish DePin & more. Enjoy!

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Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

(00:00) Introduction

(03:28) Is Solana Centralized?

(18:02) Defining Success In Crypto

(23:49) Sei Ad

(24:15) Firedancer

(32:50) Solana TPS & Block Demand

(39:37) The Firedancer Impact

(44:49) Crypto's KOLs

(53:09) Crypto Conferences

(56:19) Bullish DePin

--

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.

Crypto's Killer Use Case Built On Solana | Arnold Lee Oct 02, 2024

Gm! This week Arnold Lee joins the show to discuss how Sphere is accelerating global payments for fintech companies by leveraging Spherenet built on the SVM. We deep dive into what is Spherenet, the problem with global payments, permissioned vs permissionless systems & more. Enjoy!

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Follow Arnold: https://x.com/0xdirichlet

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

(00:00) Introduction

(02:58) What Is Spherenet?

(10:26) The Spherenet Roadmap

(14:55) Sei Protocol Ad

(15:22) Permissioned vs Permissionless Chains

(25:18) The Future Of Crypto

(33:03) Crypto Payments

(48:14) Working With Iggy Azalea

--

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.

How DePIN Is Revolutionizing Social Coordination | Sean Carey Sep 26, 2024

Gm! In this episode, Sean Carey, Partner at Borderless Capital, joined us to discuss all things DePIN! We dove into DePIN selling points, the sustainability of DePIN projects, and what infrastructure makes the most sense for DePIN. Additionally, we spoke about why crypto and DePIN work so well together. Finally, we closed the episode by discussing Solana’s impact on the future of DePIN networks. Enjoy!

--

Follow Borderless Capital: https://x.com/borderless_cap

Follow Sean: https://x.com/densone

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(04:53) Borderless Capital's DePIN Fund

(11:59) DePIN Selling Points to LPs

(28:09) Sei Ad

(28:36) How Many DePIN Projects Are Sustainable?

(35:02) What Infrastructure Makes the Most Sense For DePIN?

(43:21) DePIN Needs Crypto

(58:33) Solana's Impact on DePIN

(1:03:01) Optimizing L1s For DePIN

--

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.

How Ephemeral Rollups Impact Solana Gaming | Andrea, MagicBlock Sep 24, 2024

Gm! In this episode, we’re joined by Andrea Fortunio, Co-founder of MagicBlock! We discussed the current state of the Solana gaming industry, AAA vs Mobile gaming, and the benefits of Ephemeral Rollups. Additionally, we dove into the security implications of utilizing optimistic rollups in onchain gaming. We ended the episode with coverage of MagicBlock’s current timelines, and their experience in the A16z accelerator. Enjoy!

Resources

MagicBlock Engine footage: https://x.com/magicblock/status/1802717656102978040

–

Follow MagicBlock: https://x.com/magicblock

Follow Andrea: https://x.com/supermarioblock

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(05:07) Why Run Games Fully Onchain?

(11:42) The Solana Gaming Industry

(15:47) AAA Games vs Mobile Gaming

(18:05) Sei Ad

(18:31) The Benefits of Ephemeral Rollups

(36:41) Security Implications of Optimistic Rollups for Onchain Gaming

(40:10) Why Not Build A L2?

(46:16) MagicBlock Timelines

(50:55) A16z Accelerator & Crypto Gaming Sentiment

--

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.

Can Seeker Unlock Solana’s True Potential? | Ian Unsworth Sep 21, 2024

Gm! In this episode, Jack and Ian Unsworth from Kairos Research discuss Solana Mobile’s latest device, Seeker, and its potential impact on Solana’s growth. Additionally, they dive into the value proposition for Non-Bitcoin ETFs, and Trump’s upcoming DeFi project. They close out by asking - will Solana restaking be successful? Enjoy!

Resources

Helius Funding Announcement: https://x.com/0xMert_/status/1836578165977915858

Drift Funding Announcement: https://x.com/DriftProtocol/status/1836752136614658325

The Next Chapter of Solana Mobile: https://x.com/solanamobile/status/1836614409613119632

Cypherpunk Holdings Rebrands: https://blockworks.co/news/lightspeed-newsletter-sol-strategies-rebrand

--

Follow Ian: https://x.com/Ian_Unsworth

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:07) Drift & Helius Announce Funding Rounds

(03:37) The Solana Seeker

(20:16) Seeker's Impact On Crypto Gaming

(28:12) Sei Protocol Ad

(28:38) Cypherpunk Holdings Rebrands to Sol Strategies

(35:16) The Value Proposition For Non-Bitcoin ETFs

(41:27) Trump Buys Burgers With Bitcoin

(44:01) Trump's DeFi Project

(47:49) Will Solana Restaking Be Successful?

--

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.

The State of Solana DeFi | MacBrennan, MarginFi Sep 17, 2024

Gm! In this episode, MacBrennan, Co-founder of MarginFi, joined us to discuss the state of Solana DeFi, crypto founder exhaustion, and crypto’s image problem. We also asked ourselves, where are the new users? Finally, told us how MarginFi has navigated 2024, and what he is optimistic about in crypto today. Enjoy!

Resources

MacBrennan’s Take on Founder Exhaustion: https://x.com/macbrennan_cc/status/1824203471656194259

--

Follow MacBrennan: https://x.com/macbrennan_cc

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:45) The State of Solana DeFi

(07:28) Are Crypto Founders Exhausted?

(16:46) Sei Ad

(17:13) Where Are the New Users?

(28:39) Crypto's Image Problem

(38:09) MarginFi Today

(48:45) Optimism in Crypto

--

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.

The Lack of Bold Bets in Crypto | Weekly Roundup Sep 13, 2024

Gm! In this episode, Jack and Mert discuss the state of SocialFi, the lack of bold bets in crypto, and what it means for crypto to succeed. They also dove into how Proof of Stake systems should work, and how sandwich attacks can be reduced onchain. Finally, they covered new DePIN projects coming to market. Enjoy!

--

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(04:08) Is SocialFi Dead?

(17:20) The Lack of Bold Bets in Crypto

(26:44) What Does It Mean For Crypto to Succeed?

(32:27) Sei Ad

(32:53) How Should A Proof of Stake System Work?

(47:41) Reducing Sandwich Attacks

(53:31) New DePIN Projects Coming to Market

--

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.

Unpacking Solana’s Total Economic Value | Dan Smith Sep 10, 2024

Gm! In this episode, Dan Smith from Blockworks Research joined us to discuss L2 MEV extraction, Blockworks Research’s Solana Dashboard, and Total Economic Value on Solana! Additionally, we discussed how validators earn revenue from MEV, and supporting small validators. Finally, we unpacked Sanctum's recent LST partnerships, and speculated on whether or not NFTs will ever make a comeback. Enjoy!

Resources

Blockworks Research Solana Dashboard: https://solana.blockworksresearch.com/

Dan Checks the Chain Part 1: https://x.com/smyyguy/status/1831761080252539182

Dan Checks the Chain Part 2: https://x.com/smyyguy/status/1831803935549747563

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Follow Dan: https://x.com/smyyguy

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2195-aOAlZYc4ARht#Lhr8-0rBdVrxL94ZjOHwVtwxI2OSal2xw6Sz51lYuzU

–

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(03:23) Is MEV Being Extracted on L2s?

(15:57) Diving Into the Blockworks Solana Dashboard

(24:34) Access Protocol Ad

(25:16) MyPrize Ad

(25:46) How Do Validators Earn Revenue From MEV?

(28:57) Where Should TEV Be Going?

(33:44) Supporting Small Validators

(42:40) Are Stakers Entitled to a Large Share of TEV?

(48:08) Sanctum's LST Partnerships

(55:39) Are NFTs Coming Back?

--

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.

Incubating Solana’s Next Unicorns | Emon Motamedi Sep 05, 2024

Gm! In this episode, we’re joined by Emon Motamedi, the Head of Solana Incubator! We discussed Solana Incubator’s selection process, the first cohort of projects, and synergies with Solana Mobile. We also dove into the stories behind Sanctum and Meme Royale! Finally, Emon gave his thoughts on evaluating startups on Solana. Enjoy!

Grow your company alongside Solana Labs: https://incubator.solanalabs.com/

--

Follow Emon: https://x.com/EmonMotamedi

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2195-aOAlZYc4ARht#Lhr8-0rBdVrxL94ZjOHwVtwxI2OSal2xw6Sz51lYuzU

–

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:48) Are Incubators Worth It?

(10:27) Solana Incubator's Selection Process

(14:58) The First Cohort

(22:18) Access Protocol Ad

(22:59) MyPrize Ad

(23:30) Sanctum's Time In The Incubator

(31:59) Which Teams From Cohort One Are Underrated?

(36:31) Meme Royale's Story

(40:42) Synergies With Solana Mobile

(44:12) Emon's Shifting Roles

(47:15) Evaluating Startups On Solana

--

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.

Solana's Next Narrative | Weekly Roundup Aug 31, 2024

Gm! In this episode, Jack and Mert discuss the recent arrest of Pavel Durov, and its repercussions. They also ask themselves, who does the responsibility of content moderation fall on? Additionally, they unpack the internal debate heating up within the Ethereum Community. Finally, they talk about how they view narratives, and what Solana’s next narrative might be. Enjoy!

--

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2195-aOAlZYc4ARht#Lhr8-0rBdVrxL94ZjOHwVtwxI2OSal2xw6Sz51lYuzU

–

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(05:01) Pavel Durov Arrested

(19:55) Who Does the Responsibility of Content Moderation Fall On?

(25:20) Access Protocol Ad

(26:01) MyPrize Ad

(26:31) Internal Debate Within the Ethereum Community

(40:16) DeFi Needs to Be Downstream of a Productive Economy

(51:19) What Is Solana's Next Narrative?

--

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.

Will Prediction Markets Survive? | Kyle & Nigel Aug 29, 2024

Gm! In this episode, Kyle, the CEO of Hedgehog Markets, and Nigel, the CEO of BetHog, joined us to discuss a burning question: will prediction markets survive? We covered the UI improvements prediction markets have made, how these markets are useful for surveying public opinion, and solutions for resolving gray area outcomes. Additionally, we talked about Hedgehog Markets usage of Blinks for prediction markets. Finally, Kyle told us what success looks like for Hedgehog Markets. Enjoy!

Resources

Nigel’s Post on Prediction Markets: https://x.com/nigeleccles/status/1828133312306552854

--

Follow Kyle: https://x.com/kdipep

Follow Nigel: https://x.com/nigeleccles

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2195-aOAlZYc4ARht#Lhr8-0rBdVrxL94ZjOHwVtwxI2OSal2xw6Sz51lYuzU

–

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(03:17) Prediction Markets vs Betting Platforms

(08:28) Will Prediction Markets Survive After the US Election?

(20:06) Improving the UI of Prediction Markets

(24:08) Surveying Public Opinion With Prediction Markets

(26:53) Resolving Gray Area Outcomes

(34:10) Access Protocol Ad

(34:52) MyPrize Ad

(35:24) Using Blinks For Prediction Markets

(38:34) Benefits of Betting and Prediction Markets Onchain

(50:52) Why Do Sportsbooks Ban Sharp Users?

(56:29) Futarchy: A New Form of Governance

(1:08:14) What Does Success Look Like For Hedgehog?

--

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.

Crypto’s Instant Payments Breakthrough | Ben Mills Aug 27, 2024

Gm! In this episode, Ben Mills, the Co-founder of Meso, joined us to discuss peer-to-peer payments! We looked back on the early days of P2P payment apps, how crypto can improve upon these web2 systems, and building trust with users. Additionally, we discussed his journey from Venmo to Solana, and how Venmo was able to stand out amongst its peers. Finally, we talked about the unique challenges crypto founders face, and how mainstream adoption is a meme. Enjoy!

--

Follow Ben: https://x.com/benemills

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2195-aOAlZYc4ARht#Lhr8-0rBdVrxL94ZjOHwVtwxI2OSal2xw6Sz51lYuzU

–

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

00:00: Introduction

02:07: What's Interesting in Crypto Today?

05:35: Optimism Around Crypto Apps and Infrastructure

11:26: The Early Days of Payments Apps

17:55: How Can Crypto Improve P2P Payments?

21:47: Access Protocol Ad

22:28: MyPrize Ad

22:59: What Did Venmo Do Differently?

32:07: Making the Leap From Venmo to Solana

38:25: Crypto's Instant Payments Breakthrough

45:48: The Unique Challenges of Building in Crypto

56:04: Mainstream Adoption is a Meme

--

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.

Crypto Incentive Models Are Broken | Weekly Roundup Aug 22, 2024

Gm! In this episode, Jack and Mert discuss how betting rebranded to prediction markets, and potential SocialFi and prediction market crossovers! They also dove into the EigenLayer airdrop controversy, and the conflicts of interest associated with it. Additionally, they asked - do we need fewer tokens? Are current crypto incentive models broken? Finally, they discussed the pros and cons of crypto payment systems. Enjoy!

Resources

Unpacking a potential Polymarket ‘ban’: https://blockworks.co/news/unpacking-potential-polymarket-ban

Coindesk: Top Crypto Startup Drove Other Projects’ Airdrops to its Employees: https://x.com/CoinDesk/status/1824067033350258815

EigenLayer’s Response to the Coindesk Article: https://x.com/eigenlayer/status/1824175022308724749

--

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2822-V0U0FYRTsGIR#expE3HuuYEpKUuo2-nSeNKZCB_BFWHaliw-uZbhhCnM

–

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:01) The Betting to Prediction Market Rebrand

(19:08) SocialFi x Prediction Markets

(22:04) Access Protocol Ad

(22:46) MyPrize Ad

(23:16) EigenLayer Airdrop Controversy

(31:52) Do We Need Fewer Tokens?

(38:27) The Future of Crypto Payments

--

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.

Will A Solana ETF Get Approved? | Matthew Sigel Aug 20, 2024

Gm! In this episode, Matthew Sigel from VanEck joined us to discuss VanEck’s Solana ETF filing, gauging customer demand for spot crypto ETFs, and an ETFs impact on the Solana network. We also dive into what Solana needs to improve on, determining the value of L1s, and bringing the NASDAQ onchain.

Enjoy!

Resources

Recent Developments With Solana ETF 19b-4s:https://x.com/matthew_sigel/status/1825630561865715912?s=46&t=Bicxk0ccRPkhOv9SfacvBQ

--

Follow Matthew: https://x.com/matthew_sigel

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2195-aOAlZYc4ARht#Lhr8-0rBdVrxL94ZjOHwVtwxI2OSal2xw6Sz51lYuzU

–

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:20) VanEck's Solana ETF Filing

(05:45) Gauging Customer Demand for Spot Crypto ETFs

(11:07) The SEC's Impact on a Solana ETF Approval

(16:58) What is the Significance of an ETF on the Solana Network?

(20:23) Access Protocol Ad

(21:05) MyPrize Ad

(21:35) VanEck's Memecoin Index

(26:06) Are Meme Narratives Bad For Finance?

(29:19) Determining the Value of L1s

(33:51) How Can Solana Improve?

(41:18) Bringing the NASDAQ onchain

(45:41) What is Solana Doing Well?

--

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.

How Ore Broke Solana | Hardhat Chad Aug 16, 2024

Gm! In this episode, Hardhat Chad from Ore joined us to discuss their mission to improve Proof of Work! We discuss Ore’s origin story, differences between Ore v1 vs Ore v2, and how Ore fits into the Store of Value narrative. Additionally, we dive into how Proof of Work concepts can solve the fair launch problem. Finally, Hardhat Chad gives us insight into the upcoming Ore game being developed. Enjoy!

--

Follow Ore: https://x.com/OREsupply

Follow Hardhat Chad: https://x.com/HardhatChad

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:13) Overview of Ore

(07:19) Ore's Origin Story

(16:02) My Prize Ad

(16:32) Differences Between Ore v1 and Ore v2

(22:32) Ore's Mining Difficulty

(32:07) Why Hold Ore?

(37:29) Can Proof of Work Be Applied to Airdrops?

(46:46) Ore as a Store of Value

(49:11) The Ore Game

(57:10) Hardhat Chad's Founder Journey

--

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.

Raydium’s Rise to the Top | 0xInfra Aug 13, 2024

Gm! In this episode, 0xInfra joined us to discuss all things Raydium! We dove into Raydium’s volume boom, how they deter pool deployment spam, and what led to their rise to the top of the Solana DEX space. Additionally, we looked back on the early days of Raydium, where they are today, and where they are heading next! Finally, discussed Pumpfun’s impact on Solana’s onchain activity. Enjoy!

--

Follow Infra: https://x.com/0xINFRA

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2822-V0U0FYRTsGIR#expE3HuuYEpKUuo2-nSeNKZCB_BFWHaliw-uZbhhCnM

–

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(03:05) Raydium's Volume Boom

(13:39) How Do You Deter Pool Deployment Spam?

(16:01) Bots vs Organic Users

(19:40) Access Protocol Ad

(20:22) MyPrize Ad

(20:52) What Led to Raydium's Rise to the Top of Solana DEXs?

(26:32) The Early Days of Raydium

(38:12) Realizing Memes Were Going to Drive Volume

(43:45) Pump.fun's Impact Onchain

(56:25) Where is Raydium Heading Next?

--

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.

Solana Still Has a Ton of Problems | Weekly Roundup Aug 10, 2024

Gm! In this episode, Jack and Mert discuss the recent Solana patch, and how security issues are handled. Additionally, they dive into the decentralization of Solana’s validator set, why client diversity matters, and separating market movements from underlying fundamentals. Finally, they discuss Ore v2 and Proof of Work on Solana, and provide their thoughts on how rumors develop. Enjoy!

--

Follow Mert: https://x.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2798-btCKUaDKpByo#yhgOUz70HUz2u4D1NRmsvWTH8SK_xbRcH_HwNLqWKyc

–

Step into MyPrize—the online multiplayer crypto casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.

Get started now with a 150% deposit or purchase bonus: https://myprize.com/invite/Lightspeed

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

[TIMESTAMPS

--

(00:00) Introduction

(01:37) Handling Security Issues & Decentralization Concerns

(10:20) Access Protocol Ad

(11:02) The Decentralization of Solana Validators

(23:28) Price vs Fundamentals

(35:11) My Prize Ad

(35:41) A Builder's Mindset in Crypto

(41:01) Ore & Proof of Work on Solana

(49:01) Thoughts on Bad Faith Rumors

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.

Blinks Built On Solana | Chris Osborn & Jon Wong Aug 05, 2024

We're so back!

This week we invite Chris Osborn & Jon Wong to the show to discuss one of the most exciting announcements in recent weeks within crypto... Blinks. We deep dive into what are Blinks, why they're needed for the internet, attracting developers, and the roadmap for the rest of 2024 & beyond. Enjoy!

--

Follow Chris: https://x.com/aliquotchris

Follow Jon: https://x.com/jnwng

Follow Mert: https://twitter.com/0xMert_

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2798-btCKUaDKpByo#yhgOUz70HUz2u4D1NRmsvWTH8SK_xbRcH_HwNLqWKyc

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:44) What Are Blinks?

(07:10) Blinks Are Needed For The Internet

(10:23) Access Protocol Ad

(11:05) Blinks On Mobile & Attracting Devs

(16:51) The Blinks Business Model

(22:30) The Blinks Origin Story

(31:36) Security

(40:50) Integrating Blinks Into Twitter

(45:53) What's Next For Blinks?

--

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

Unlocking DeFi With Infinex | Kain Warwick Jul 11, 2024

Gm! In this episode, we explore Infinex’s mission to unlock DeFi by massively improving the onchain user experience. We discuss Kain’s crypto journey to date, the impact fees have on UX, and Infinex’s decision to integrate Solana. Finally, we cover the Craterun yield farming campaign, and how the current token meta could be broken. Enjoy!

--

Follow Kain: https://x.com/kaiynne

Follow Infinex: https://x.com/infinex_app

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

—-

Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: https://hellohelium.com/hotspot

Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards.

—-

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2384-Bm5cmDzMievw#0e6OFJ_z6eTET8hNa73DgtrCELQonflRQSETWlfzdvE

—

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—--

(00:00) Introduction

(02:02) Kain's Crypto Journey

(06:03) What is DeFi Missing?

(10:52) Helium Mobile Ad

(11:31) Issues With Onchain UX

(22:39) Infinex as a Portal Into DeFi

(25:05) Solana Integration & The Impact of Fees on UX

(36:45) Access Protocol Ad

(38:04) Permissionless III Ad

(39:07) What is Crate Run?

(43:35) Breaking the Token Meta

- -

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

The Next Era Of Solana Scaling | Swen Schäferjohann Jul 03, 2024

Gm! This week we're joined by Swen Schäferjohann for a discussion on Solana's latest scaling unlock... ZK compression. We deep dive into Light protocols origin story, how does ZK compression work, L1 composability & account construct & the future of Solana's scalability. Enjoy!

--

Follow Swen: https://x.com/swen_sjn

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: https://hellohelium.com/hotspot

Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards.

--

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--

(00:00) Introduction

(01:52) Light Protocol Origin Story

(10:23) Helium Mobile Ad

(11:42) How Does ZK Compression Work?

(17:00) The Cost Of State vs Ledger Space

(21:42) Photon Indexer

(26:26) Move Fast & Break Things vs Enshrining

(31:52) Permissionless III Ad

(32:54) What ZK Compression Unlocks

(34:49) L1 Composability

(36:43) Account Construct

(40:36) How Is ZK Used In ZK Compression?

(49:02) Why ZK Compression Is Not A Rollup

--

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

Time To Accelerate Crypto's App Ecosystem | Mike Dudas & Carl Vogel Jul 02, 2024

Gm! This week we're joined by Mike Dudas & Carl Vogel of 6th Man Ventures for a discussion on the investing landscape in crypto. We deep dive into the Solana ETF application, why crypto needs more applications, the promise of AI & DePin, crypto's airdrop dilemma & much more. Enjoy!

--

Follow Mike: https://x.com/mdudas

Follow Carl: https://x.com/carlkvogel

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2384-Bm5cmDzMievw#0e6OFJ_z6eTET8hNa73DgtrCELQonflRQSETWlfzdvE

--

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Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:16) The 6th Man Ventures Origin Story

(06:00) Solana ETF

(09:39) 6MV's Investing Thesis

(12:36) Access Protocol Ad

(13:15) Alt L1s

(14:53) Ethereum's L2 Roadmap

(19:49) Appchains & Composability

(23:40) Time For Crypto Applications.. Not Infra

(27:43) AI & DePin

(32:26) Permissionless III Ad

(33:29) Airdrops

(42:51) Crypto's Token Vesting Problem

(48:25) Liquid vs Venture Investing

(50:46) Advice For Founders

--

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

How Solana Enables Crypto's Onchain Future | Tristan Frizza Jun 27, 2024

Gm! This week we invite Tristan Frizza to the show to discuss the future of onchain trading as he builds out Zeta markets. We deep dive into Zeta's token launch, why they built an L2, the path ahead for Zeta & much more. Enjoy!

--

Follow Tristan: https://x.com/Tristan0x

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

--

Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: https://hellohelium.com/hotspot

Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards.

--

Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(05:01) Building An L2

(10:37) Helium Mobile Ad

(11:56) On-Chain vs Off-Chain Market Making

(18:04) The End Game For General Purpose Chains

(19:24) Sequencers

(20:55) Zeta's Token & L2 Interoperability

(24:37) Permissionless III ad

(25:38) Crypto UX Design Problem

(31:38) Token Launches

(38:57) The Roadmap For Zeta

(45:00) Why Build On Solana

(49:19) Advice For Founders

--

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

The Future Of Solana In 2024 & Beyond | Zano Sherwani Jun 27, 2024

Gm! This week we're joined by Zano Sherwani for a discussion on the future of Solana & Jito in 2024 & beyond. We deep dive into the Jito origin story, why users are being sandwiched, Firedancer's unlock & more. Enjoy!

--

Follow Zano: https://x.com/segfaultdoctor

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/i#_GDgHrrTybKgdRXEWcAdviT

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:12) The Jito Origin Story

(04:05) Users Are Getting Sandwiched

(05:58) What Is PBS?

(11:49) Access Protocol Ad

(12:28) Solana's MEV End Game

(13:44) Firedancer

(18:00) Building Blocks

(23:10) Restaking

(28:42) Jito Block Auctions

(30:59) Permissionless III Ad

(32:01) Solana's Biggest Problems

(35:44) Is Solana Immature?

(39:19) Crypto's Airdrop Meta

(40:50) Advice For Founders

(44:09) Build & They Will Come... Or Will They?

(46:52) Ending The Jito Mempool

--

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

SocialFi Is Crypto's Biggest Opportunity | Mert Mumtaz Jun 20, 2024

Gm! This week we're back with another weekly roundup. We discuss users getting sandwiched, what's next for Solana, Airdrops & how socialFi could be one of crypto's largest opportunities. Enjoy!

--

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.

No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/i#_GDgHrrTybKgdRXEWcAdviT

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:01) Users Are Getting Sandwiched

(12:46) Access Protocol Ad

(13:25) What's Next For Solana

(14:22) Time.fun & Crypto Social

(24:14) Crypto Gaming

(33:08) Permissionless III Ad

(34:11) What Is Mithril?

(40:51) Airdrops & Crypto Marketing

--

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

Why Solana Will Eventually Flip Ethereum | Kyle Samani Jun 18, 2024

Gm! This week we invite Kyle Samani to the show for a wide ranging discussion on his current crypto thesis. We deep dive into the L1 vs L2 debate, Stablecoins & DePin as crypto's killer use cases, why Solana will ultimately flip Ethereum & so much more. Enjoy!

--

Follow Kyle: https://x.com/KyleSamani

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

--

Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: https://hellohelium.com/hotspot

Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards.

--

Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:20) What Crypto Enables

(03:58) The L1 vs L2 Thesis

(08:42) Building Crypto Applications: Stablecoins & DePin

(13:51) Helium Mobile Ad

(16:25) The RWA Thesis

(18:48) Social Tokens, Meme Coins & Crypto Gaming

(26:14) MEV & L1 Value Capture

(31:02) Why Solana Will Flip Ethereum

(33:54) Permissionless III Ad

(34:57) Token Issuance

(40:27) Economic Security

(49:19) Restaking Is Not Solving A Problem

(52:07) Measuring Decentralization

(54:56) Advice For Founders

(57:07) L2s Are Mispriced

(01:01:11) Solana L2s

--

Disclaimers:

Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

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

Powering Solana's Onchain Economy | Garrett Harper & Stepan Simkin Jun 12, 2024

Gm! This week we invite Garrett Harper & Stepan Simkin from Squads to the show after they raised a $10 million Series A round. We deep dive into the Squads origin story, why wallet security matters & how they want to help power Solana's on chain economy. Enjoy!

--

Follow Stepan: https://x.com/SimkinStepan

Follow Garrett: https://x.com/GarrettHarper_

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

--

Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:14) The Squads Origin Story

(06:17) What Are Smart Accounts?

(08:30) What Is Fuse?

(15:10) Permissionless III Ad

(16:13) Formal Verifications & Wallet Security

(24:51) Powering Solana's On Chain Economy

(32:28) Building A Subscription Model

(39:06) DAO Services & Governance

(44:26) Advice For Founders

--

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

The State Of Solana In 2024 | Austin Federa Jun 07, 2024

Gm! This week we invite Austin Federa to the show for a discussion on the current state of Solana & the most exciting developments happening in crypto. We deep dive into the current state of Firedancer, how to build community within crypto & attracting developers to Solana. We then debate is economic security a meme & of course the latest meta... social tokens & meme coins. Enjoy!

--

Follow Austin: https://x.com/Austin_Federa

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

--

Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: hellohelium.com/hotspot

Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards.

--

Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:11) The State Of Solana In 2024

(05:17) The Solana Foundation

(08:45) Firedancer

(11:37) Helium Mobile Ad

(12:56) The Solana Roadmap

(19:20) Crypto Marketing

(24:54) Blockchain Speed & Latency

(31:27) Permissionless III Ad

(32:29) Blockchain Incentives

(36:03) Is Economic Security A Meme?

(38:42) Issuance vs Cost

(47:41) Meme Coins & Social Tokens

--

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

The Modular Integration Spectrum | Keone & Zon Jun 05, 2024

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!

- -

Subscribe on YouTube: https://www.youtube.com/@expansionpod

Subscribe on Apple: http://apple.co/4bGKYYM

Subscribe on Spotify: http://spoti.fi/3Vaubq1

Follow Zon: https://x.com/ItsAlwaysZonny

Follow Keone: https://x.com/keoneHD

Follow Rex: https://x.com/LogarithmicRex

Follow nosleepjon: https://x.com/nosleepjon

Follow Expansion: https://x.com/ExpansionPod_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(03:24) Modular vs Integrated

(11:47) Who are Appchains for?

(28:58) Composability in Modular World

(36:15) Monad's Endgame

(39:47) Importance of Decentralization

(48:05) Building Web3 Community

--

Disclaimer:

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto's Ultimate Vision: Who's Building On Solana? | Weekly Roundup Jun 04, 2024

Gm! This week we're back with another weekly roundup. We discuss Mert's big takeaways from Consensus 2024, who's building on Solana, crypto payments & why is the latest meta celebrity coins & social tokens? Enjoy!

--

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:40) Consensus 2024

(04:14) Who's Building On Solana?

(13:34) Helium Mobile Ad

(14:36) Payments On Solana

(22:20) Social Tokens

(35:22) Permissionless III Ad

(36:24) Failed Transactions

--

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

Why Businesses Are Building On Solana | Baxus, Tzvi Wiesel May 29, 2024

Gm! This week we welcome Tzvi Wiesel Founder & CEO of Baxus to discuss why they're building on Solana, growing a global marketplace for spirits & of course... how Baxus are bringing whiskey onchain. Enjoy!

--

Follow Tzvi Wiesel: https://x.com/web4O

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Use Code: LIGHTSPEED10 for 10% off you ticket to Permissionless III: https://blockworks.co/event/permissionless-iii

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(00:58) Baxus Overview

(09:02) Permissionless Ad

(10:04) Account Abstraction

(13:58) User Flow & Experience

(22:05) Marketplace Dynamics

(31:17) App Chain vs Solana

(40:45) DeFi & Institutional Demand

(51:49) Market Size of Rare Spirits & Wine

--

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

How Phantom Became Solana's Largest Wallet | Brandon Millman & Donnie Dinch May 23, 2024

Gm! This week we welcome Brandon Millman & Donnie Dinch for a discussion on Phantom's recent acquisition & how they grew to be the largest wallet within the Solana ecosystem! Enjoy!

--

Follow Brandon: https://x.com/BChillman

Follow Donnie: https://x.com/donnie

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:34) Why Phantom Acquired Bitski?

(07:02) Onboarding New Users

(13:30) Helium Mobile Ad

(14:32) Crypto's Wallet Landscape

(18:35) Wallet Services & Business Model

(23:13) Chain Integration To Phantom

(29:31) Permissionless III Ad

(30:34) User Retention

(33:38) Wallet Security

(42:20) Solana's Dropped Transactions

--

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

Will An Ethereum ETF Get Approved? | Weekly Roundup May 21, 2024

Gm! This week we're back with another weekly roundup. We discuss the potential Ethereum ETF approval, crypto's low float problem, L1 vs L2 scaling & more. Enjoy!

--

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:50) Ethereum ETF?

(05:20) Low Float, High FDV: Cobie's Substack Piece

(10:01) Helium Mobile Ad

(17:59) Justin Drake & EigenLayer

(33:49) Permissionless III Ad

(34:52) Fixing Bugs On Solana

(41:06) L1 vs L2 Scaling

(50:22) Running A Solana Validator

--

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

How Helium Is Leading Solana's DePin Future | Amir Haleem May 15, 2024

Gm! This week we welcome Amir Haleem CEO of Nova Labs for a discussion on how Helium is building out DePin infrastructure to capture one of crypto's biggest opportunities. Enjoy!

--

Follow Amir: https://twitter.com/amirhaleem

Follow Dan: https://twitter.com/smyyguy

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--

(00:00) Introduction

(04:19) The Helium Origin Story

(06:45) Permissionless III Ad

(07:47) Helium Mobile

(16:20) What Is The Helium Network & How Does It Work?

(22:41) How To Bootstrap A Network

(29:43) Who Is Using Helium Mobile?

(32:28) Why Build On Solana?

(36:51) SIM Swaps

(43:04) Onboarding To Helium Mobile

--

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

Will Solana Surpass Ethereum In Economic Value? | Weekly Roundup May 10, 2024

Gm! This week we're back with another weekly roundup. We discuss will Solana flip Ethereum, L1 vs L2 value accrual, Van Eck's meme coin index & the SocialFi hype. Enjoy!

--

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

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--

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

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--

(00:00) Introduction

(01:41) Solana Will Flip Ethereum: MEV & Fees

(12:56) Helium Mobile Ad

(14:00) How Profitable Is It To Run A Validator?

(18:59) Value Accrual: L1s vs L2s

(29:32) Solana's Node Count

(37:17) Permissionless III Ad

(38:19) VanEck's Bullish Meme Coins

(43:26) SocialFi

--

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

The Future Of Liquid Staking On Solana | FP Lee May 08, 2024

Gm! This week we welcome FP Lee to the show for a discussion on the growth of liquid staking on Solana. We deep dive into launching LSTs, value accrual, solving liquidity issues & some of the products sanctum is building. Enjoy!

--

Follow FP: https://twitter.com/soleconomist

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--

(00:00) Introduction

(02:21) Infinity

(09:55) Permissionless III Ad

(10:57) Algorithmic Auto Rebalancing

(15:54) Launching LSTs

(21:51) Solving LST Liquidity

(34:01) Value Accrual

(35:51) Sanctum Wonderland

(39:46) LSTs: Winner Take All?

(44:13) Stake Weighted QoS

--

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

Why Stripe Is Building On Solana | Weekly Roundup May 03, 2024

Gm! This week we're back with another weekly roundup. After a crazy couple of weeks for Solana & crypto more broadly, we deep dive into Stripe's crypto announcement, Solana MEV, EigenLayer's token launch, Kamino + Drift Airdrops & more!

--

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

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Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

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--

(00:00) Introduction

(01:15) Stripe Is Bullish

(13:36) Helium Mobile Ad

(17:10) MEV On Solana

(28:34) Firedancer

(35:17) Permissionless III Ad

(43:49) Performance vs Decentralization

(46:30) Kamino & Drift Airdrops

(57:10) EigenLayer

(01:08:50) Crypto Needs More Apps

--

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

Igniting Liquidity Cross Chain At The Speed Of Light | Alex Smirnov May 02, 2024

Gm! This episode Alex Smirnov joins the show for a discussion on how deBridge is working to power the crypto economy with cross chain bridging & interoperability. Enjoy!

--

Follow Alex: https://twitter.com/AlexSmirnov__

Follow Dan: https://twitter.com/smyyguy

--

Use Code LIGHTSPEED10 for 10% off your ticket to Permissionless III: https://blockworks.co/event/permissionless-iii

--

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--

(00:00) Introduction

(01:32) Bridging & Interoperability

(07:33) Permissionless III Ad

(08:36) Decentralization vs Performance

(14:20) The Intent Bridging Model

(27:59) Bridging Mechanics

(31:17) MEV

(35:32) Fee Compression

(39:56) Bringing Liquidity On Chain

(42:30) Bridging Risk

(48:23) Governance & Validators

--

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

The Path To 100,000 Subnets | Patrick O'Grady, Aaron Buchwald & Stephen Buttolph Apr 30, 2024

Gm! This week Patrick O'Grady, Aaron Buchwald & Stephen Buttolph join the show to discuss the path forward for the Avalanche ecosystem.

--

Follow Patrick: https://twitter.com/_patrickogrady

Follow Aaron: https://twitter.com/AaronBuchwald

Follow Stephen: https://twitter.com/stephenbuttolph

Follow Dan: https://twitter.com/smyyguy

--

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

Use Code LIGHTSPEED10 for 10% off your ticket to Permissionless III: https://blockworks.co/event/permissionless-iii

--

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--

(00:00) Introduction

(01:20) The Avalanche Architecture

(07:38) Helium Mobile Ad

(08:41) Reinventing Subnets: ACP-13 & ACP-77

(20:38) ACP-77 New Fee Mechanism

(35:58) Permissionless III Ad

(37:00) The HyperSDK Unlock

(43:56) Vryx 100k TPS Breakthrough

(54:51) C-Chain Functionality

(01:03:42) Future Of The EVM

--

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

2024: The End Of EVM Dominance | Rushi Manche Apr 25, 2024

Gm! This week Rushi Manche of Movement Labs joins the show to discuss why 2023 was the year of DA & 2024 will be the year of the VM. Enjoy!

--

Follow Rushi: https://twitter.com/rushimanche

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

--

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

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--

(00:00) Introduction

(04:22) Moving Past The EVM

(06:22) VM Composability

(10:30) Helium Mobile Ad

(11:32) 2024: The Year Of The VM

(12:56) L1 vs L2 Trade-Offs

(16:13) General Purpose vs App Specific Chains

(21:38) Zk vs Optimistic Rollups

(23:42) App Fragmentation & Interoperability

(27:43) Shared Sequencers

(33:34) Do L2s Have Staying Power?

(37:37) VM Market Penetration: Attracting New Devs to Web3

(38:42) Solana Transactions Dropping Is Bullish

(45:12) Scaling Solutions To Watch In 2024

--

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

The Solana End Game | Anatoly Yakovenko & Lucas Bruder Apr 24, 2024

Gm! This week we invite Anatoly Yakovenko & Lucas Bruder to the show for a discussion on the current state of Solana. We deep dive into the transaction problem as on chain volumes have exploded in recent months. Toly & Lucas explore the solutions that could help to increase chain performance & what's next for Solana. Enjoy!

--

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Lucas: https://twitter.com/buffalu__

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

--

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

Subscribe on YouTube: https://bit.ly/43o3Syk

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--

(00:00) Introduction

(01:54) Solana Chain Performance

(12:05) Helium Mobile

(13:08) The Criticism's Of Stake Weight QoS

(24:59) The QoS Patch Rollout

(27:31) Solana's TPS Problem

(31:40) The End State For Priority Fees

(35:00) Blocks Should Always Be Full

(43:45) The Solana End State

(52:33) Wen Dynamic Rent Fee?

(58:54) Solana Restaking

(01:05:07) MEV On Solana

(01:08:54) Firedancer

--

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

Building Solana's Largest Perps DEX | Cindy Leow & Chris Heaney Apr 19, 2024

Gm! This week we invite Cindy & Chris from Drift to the show to discuss how they're building the largest perps DEX on Solana. Enjoy!

--

Follow Cindy: https://twitter.com/cindyleowtt

Follow Chris: https://twitter.com/crispheaney

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

--

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

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

How To Fix Solana | Mert Mumtaz, Dan Smith Apr 12, 2024

Gm! This week we discuss the state of the network, MarginFi drama, Uniswap vs the SEC, airdrops, Monad's $225 million raise & more. Enjoy!

--

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

--

(00:00) Introduction

(01:24) Solana: State Of The Network

(13:03) Helium Mobile Ad

(14:05) Do Validators Need To Be Profitable?

(17:36) MarginFi

(33:28) Airdrops

(36:58) SEC Sends Uniswap a Wells Notice

(46:42) Monad Raises $225 Million

--

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

Why Are Solana Transactions Dropping? | Mert Mumtaz, Dan Smith Apr 06, 2024

Gm! This week we discuss why users are having more failed & dropped transactions on Solana. To hear all this & more, you'll have to tune in!

--

Follow Mert: https://twitter.com/0xMert_

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--

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--

(00:00) Why Are Transactions Dropping?

(10:56) Solana's Spam Flywheel

(27:18) Fee Mechanism Timeline

(32:16) Ellipsis Labs Raises $20 Million

(35:56) Ore: Bitcoin On Solana?

--

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

The Base Endgame: Crypto's Largest Layer 2 | Jesse Pollak Apr 04, 2024

Gm! This week, Jesse Pollak creator of Base joins the show for a discussion on what the team have been building. As retail activity picks up on both Solana & Base, we thought why not just invite Jesse to the show to discuss the L2 end game, network scaling, base fee revenue & much more. Enjoy!

--

Follow Jesse: https://twitter.com/jessepollak

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Subscribe on YouTube: https://bit.ly/43o3Syk

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--

(00:00) Introduction

(01:42) The Base Origin Story

(11:49) The L2 End Game

(16:21) Virtual Machine: Alt vs EVM

(21:19) Decentralizing The Sequencer

(28:05) The Security Council & Blast Exploit

(36:30) L2 & L3 Interoperability

(44:10) Network Scaling: Two Paths, One Endgame

(46:50) Data Availability

(53:34) Base Fee Revenue

--

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

Solana vs Ethereum Fee Markets | Mert Mumtaz, Dan Smith Mar 28, 2024

Gm! This week, Dan & Mert discuss the current state of the network by deep diving into how transaction fees on Solana actually work, the ending of Jito's mempool & the continued meme coin impact. To hear all this & more, you'll have to tune in!

--

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:34) Solana Transactions Fees

(14:36) Jito's Impact On Solana

(24:46) Circle's CCTP Launches On Solana

(30:34) Solana Meme Coins

(34:20) Solana vs Ethereum Fees

(43:45) Post 4844 Clarity

(49:16) The State of L2s

--

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

Why DePIN Matters: Powering The Crypto Economy | Jon Victor Mar 26, 2024

This week, Jon Victor Co-Founder of Ansa Research joins the show for a discussion on one of crypto's most exciting areas... DePin. We deep dive into why decentralized data storage matters, Filecoin's roadmap, the intersection between AI & DePIN & so much more. Enjoy!

--

Follow Jon: https://twitter.com/jnthnvctr

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Subscribe on YouTube: https://bit.ly/43o3Syk

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--

Referenced In The Show:

Inverting three key relationships in computing: https://www.wildbuilt.world/p/inverting-three-key-relationships

--

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

--

(00:00) Introduction

(01:34) Why DePIN Matters?

(07:50) Access Protocol Ad

(08:40) Filecoin

(14:42) What Is IPFS & How Does It Work?

(17:59) Why Decentralized Storage Matters

(24:30) The Filecoin Roadmap

(34:43) High Throughput Chains & Data Storage

(41:04) Onboarding Web2 Companies

(46:19) Filecoin's Go-To Market

(48:17) Building The FVM

(54:43) Filecoin Subnets

(57:30) AI & DePin

--

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

The Most Exciting Experiment In Crypto: Futarchy | Robin Hanson & Proph3t Mar 22, 2024

This week, Robin Hanson & Proph3t join the show to discuss one of crypto's most exciting experiments... Futarchy. With the launch of MetaDAO, Proph3t aims to enable a market driven approach to social governance. By implementing Robin's proposed system of Futarchy, could this be a way to fix DAO governance?

--

Follow Robin: https://twitter.com/robinhanson

Follow Proph3t: https://twitter.com/metaproph3t

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

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--

Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses.

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

--

(00:00) Introduction

(01:27) Prediction Markets, Governance & What Is Futarchy?

(07:39) Roadblocks To Adoption of Futarchy

(10:19) Monad Ad

(11:14) MetaDAO: Building The First Futarchy

(12:48) Governance Powered By The SVM

(20:22) The MetaDAO Endgame

(27:12) Futarchy As A Service (F.A.A.S)

(32:06) Vota: A Vote Market On Solana

(34:20) Solving Liquidity Fragmentation

(41:30) Defining Success For Futarchy

--

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

The AggLayer Thesis | Marc Boiron & Brendan Farmer Mar 19, 2024

This week, Marc Boiron CEO of Polygon Labs & Brendan Farmer Co-Founder of Polygon join the show for a discussion on the evolution of Polygon, building the AggLayer & the end state, as they view it for crypto. Enjoy!

--

Follow Brendan: https://twitter.com/_bfarmer

Follow Marc: https://twitter.com/0xMarcB

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

--

(00:00) Introduction

(01:47) The Evolution Of Polygon

(05:56) Building The AggLayer

(10:55) Access Protocol Ad

(11:45) Seamless Bridging

(15:39) Data Availability & Value Accrual

(25:36) Chain Abstraction vs Agg Layer

(31:40) The AggLayer's Network Effects

(34:21) The End State For Crypto

(41:06) Prioritizing ZK Tech

--

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

The Jito Impact: Is Jito Saving Solana? | Jon Charbonneau Mar 14, 2024

Gm! This week, Jon Charbonneau joins the show after Jito announced their suspension of their mempool function. We deep dive into solving the MEV problem, Ethereum's Dencun upgrade, the current state of crypto in 2024 & of course.. meme coins.

--

Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses.

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

--

Follow Jon: https://twitter.com/jon_charb

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Subscribe on YouTube: https://bit.ly/43o3Syk

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Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:42) Jito's Impact On Solana

(11:45) Monad Ad

(12:42) MEV On Solana

(18:32) Rollups

(23:44) SOL Value Accrual

(26:41) Ethereum's Dencun Upgrade

(30:55) Data Availability

(40:10) Are Layer 3s A Business Move?

(50:35) The State Of Crypto

(59:14) Meme Coins

(01:02:29) Solana's Fee Market

--

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

Crypto Needs More Product, Investing In Great Founders | Craig Burel Mar 12, 2024

This week, Craig Burel Partner at Reciprocal Ventures joins the show to discuss his journey from TradFi into crypto. We deep dive into Craig's thesis on Solana, building consumer products & backing great founders, investing in SOL vs applications as a VC, crypto gaming & much more. Enjoy!

--

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

--

Follow Craig: https://twitter.com/CraigBurel

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(06:25) Reciprocal's Journey To Solana

(11:34) Access Protocol Ad

(12:24) Finding Product & Founder Market Fit

(17:52) Only Possible On Solana

(20:12) Investing in SOL vs Applications

(24:05) Advice For Founders

(34:34) Token Incentives

(40:00) Crypto Needs More Product & Applications

(43:12) Crypto Gaming

(48:01) Tokenization

(55:27) Meme Coins

--

Disclaimers:

https://www.recvc.com/disclaimer/

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

The Return Of Meme Coin Mania | Mert Mumtaz, Dan Smith Mar 07, 2024

Gm! This week, Dan & Mert begin by discussing the return of meme coin season by asking an honest question: have more people used DeFi or meme coins? We then take a deep dive into scaling, Ethereum's EIP-4844 upgrade & Solana's transaction fee structure.

--

Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses.

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

--

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:14) Meme Coins

(09:20) Monad Ad

(10:15) Have More People Used DeFi Or Meme Coins?

(14:05) MEV On Solana

(27:32) Transaction Fees On Solana

(37:39) Blockchain Scaling & Ethereum's EIP-4844

(54:22) Data Availability

--

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

DRiP: Crypto's Largest Application, Built On Solana | Vibhu Norby Mar 05, 2024

This week, Vibhu Norby CEO of DRiP joins the show for a discussion on building one of crypto's most popular applications. We deep dive into the growth & business model of DRiP, measuring real active users, building great UX in crypto & finally Vibhu shares some advice for founders looking to build a company & raise funding. To hear all this & more, you'll have to tune in!

--

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

--

Follow Vibhu: https://twitter.com/vibhu

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(00:00) Introduction

(01:25) What Is DRiP?

(05:52) DRiP's Growth

(11:20) Access Protocol Ad

(12:08) Crypto UX

(17:44) DRiP's Mobile App

(20:24) DRiP's Active Users

(35:19) DRiP's Business Model

(44:11) Tips For Founders Raising VC Money

(50:48) Building A Start-Up

--

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

Who Are The Real Users In Crypto? | Mert Mumtaz, Dan Smith Feb 29, 2024

This week Mert & Dan discuss Colosseum's hackathon, why Solana needs to double down on building more applications, defining active users within crypto, the roadmap for Ethereum, the rollup thesis & more!

--

Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses.

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

--

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:09) Colosseum Hackathon: Crypto's Y Combinator

(09:26) Monad Ad

(10:21) Crypto Needs More Applications

(14:44) DRiP

(17:44) Defining Active Users In Crypto

(30:51) Consensus On Solana

(40:33) Ethereum's Roadmap

(47:15) Bridging & The Rollup Thesis

(55:25) Blast L2

--

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

Solving Crypto's Oracle Problem | Chris Hermida & Mitch Gildenberg Feb 27, 2024

This week, Chris Hermida & Mitch Gildenberg Co-Founders at Switchboard join the show for a discussion on how they're helping scale crypto's oracle infrastructure network. We deep dive into the origin story behind Switchboard, their V3 rollout, speed & latency, todays oracle use cases, lessons learned from the Mango exploit in 2022 and more!

--

Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses.

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

--

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

--

Follow Chris: https://twitter.com/hermidao1

Follow Mitch: https://twitter.com/DoctorBlocks

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:24) The Origin Story Behind Switchboard

(04:57) Solving Crypto's Oracle Problem

(09:34) Access Protocol Ad

(10:22) Monad Ad

(11:17) Takeaways From The 2022 Mango Exploit

(17:44) Lending Markets & Liquid Staking

(21:46) Switchboard V3

(25:01) Oracle Speed & Latency

(29:59) Oracle Use Cases

(32:09) Permissionless Oracles

(36:54) Oracle Randomness

(40:40) Switchboard Oracle Network

(42:14) Oracle Decentralization

(51:17) Final Thoughts

--

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

Sports Betting Built On Solana | Nigel Eccles & Varun Sudhakar Feb 22, 2024

This week, Nigel Eccles & Varun Sudhakar Co-Founders of BetDEX join the show to discuss how they are bringing online sports betting to crypto. We deep dive into the problem BetDEX solves, finding product market fit, scaling a sports betting competitor, why BetDEX chose to build on Solana & more!

--

Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses.

If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad.

--

Follow Nigel: https://twitter.com/nigeleccles

Follow Varun: https://twitter.com/svarun91

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

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Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:36) What BetDEX Solves

(06:20) How Is BetDEX Built?

(09:14) Monad Ad

(10:09) Liquidity & Market Makers

(18:06) Prediction Markets

(22:28) Betting Market Arbitrage

(26:49) Markets On BetDEX

(29:34) Scaling A Sports Betting Competitor

(36:53) Built On Solana

(46:44) Social Betting Apps

--

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

Solving Crypto's Scaling Trilemma | Arbitrum Feb 21, 2024

This week, Steven Goldfeder & Rachel Bousfield join the show to discuss the Ethereum scaling roadmap, the origin story of Arbitrum, solving the scaling trilemma & what trade-offs exist between decentralization, security & scalability. To hear all this & more, you'll have to tune in!

--

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

--

Follow Steven: https://twitter.com/sgoldfed

Follow Rachel: https://twitter.com/CryptoIsCute

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

--

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

--

(00:00) The Origin Story Of Arbitrum

(07:54) Solving The Scaling Trilemma

(11:19) Access Protocol Ad

(12:09) What Is A Rollup?

(17:48) Why Choose Optimistic Rollups vs ZK-Rollups

(23:09) Launching A Rollup Without Proofs

(30:12) Data Availability

(36:27) Scalability Trade-Offs

(46:12) Do Sequencers Need To Be Decentralized?

(56:08) The Ethereum Rollup Roadmap

--

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

How Pyth Propogates Financial Data At The Speed of Light | Mike Cahill Feb 15, 2024

Mike Cahill joins us to discuss how oracles have become the linchpin of crypto. Mike is a core contributor to Pyth, a highly optimized oracle network integrated with 50+ chains and over 300 apps. In this episode, we cover crypto's oracle problem, why Pyth launched an SVM appchain, how Pyth ensures high-quality publishers, Pyth's Wormhole integration, how to monetize financial data, the RWA opportunity, where Chainlink went wrong and more!

- -

(00:00) Introduction

(01:07) The Value of Financial Market Data

(06:04) Oracles: The Linchpin of Crypto

(08:21) Why Pyth Launched an SVM Appchain

(13:28) Permissionless Integrations

(15:23) DAS London Plug

(16:20) Data Publishers: Quality Control and Incentives

(20:43) Pyth’s Airdrop and Governance

(25:15) Liveness Concerns

(28:05) Economics and Trust Minimization

(36:23) The RWA Opportunity

(46:05) Where Chainlink Went Wrong

(51:41) Evaluating Crypto’s Ecosystems

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Mike: https://twitter.com/mdomcahill

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Pyth Network

https://twitter.com/PythNetwork

Douro Labs

https://twitter.com/DouroLabs

- -

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

How NEAR Is Building Crypto's Interoperability Layer | Illia Polosukhin Feb 13, 2024

Illia Polosukhin joins us to discuss how NEAR is building the blockchain operating system. NEAR first came to prominence in 2020 as an alternative Layer One that is laser-focused on abstracting the complexities of onchain infrastructure. Since then, Illia (who is one of the brightest minds in crypto) and the NEAR team have transformed NEAR into crypto's interoperability layer. In this episode, we discuss NEAR's journey from AI to crypto, why NEAR scales via sharding, NEAR's chain abstraction and account aggregation layer, the AI narrative, crypto's biggest problem and more!

- -

(00:00) Introduction

(00:49) NEAR's Transformation: From AI to Crypto

(03:22) Scaling via Dynamic Shards: Near’s Unique Design

(21:20) Access Protocol Ad

(22:21) DAS London Plug

(23:18) NEAR’s Data Availability Service

(27:16) Chain Abstraction and the Blockchain Operating System

(40:03) NEAR’s Missing Narrative

(43:40) Network Value Accrual

(49:18) The AI x Crypto Narrative

(59:33) What Is Crypto’s Biggest Problem?

--

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

--

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Illia: https://twitter.com/ilblackdragon

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

The NEAR Whiteboard Series

https://www.youtube.com/playlist?list=PL9tzQn_TEuFWweVbfTbaedFdwVrvaYPq4

NEAR

https://twitter.com/NEARProtocol

- -

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

Farcaster: How Warpcast Could Become Crypto's First Mainstream App | Dan Romero Feb 08, 2024

Dan Romero joins us to discuss how Warpcast could become crypto's first mainstream app. Warpcast is a crypto-enabled social app built on top of the Farcaster protocol. Warpcast offers a Twitter meets Reddit-like experience that leverages the composability, permissionless innovation and embedded finance of crypto. In this episode, we discuss how Dan decided to focus on Social, how Farcaster works, why "Frames" are a massive developer unlock, the Warpcast and Farcaster business model, the onchain vs offchain components, Dan's go-to-market strategy and more!

- -

Timestamps

(00:00) Introduction

(01:08) The Origin Story

(05:09) Why Focus On Social?

(08:50) Farcaster and Warpcast: What It Is and How It Works

(15:29) DAS London Plug

(16:26) Farcaster Hubs and Onchain Pragmatism

(26:37) The Technical Process Flow

(34:07) The Business Model

(39:19) Why “Frames” Are A Massive Developer Unlock

(59:03) Adding Solana Support to Warpcast

(01:03:39) The Go-to-Market Strategy

(01:10:14) The Drivers of History

(01:14:48) Founder Advice

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow us on Warpcast!

Dan: https://warpcast.com/dwr.eth

Mert: https://warpcast.com/0xmert

Garrett: https://warpcast.com/gharp

Use this signup code to get started on Warpcast:

https://warpcast.com/~/invite-page/238010?id=cd17c51d

Follow us on Twitter!

Dan: https://twitter.com/dwr

Mert: https://twitter.com/0xMert_

Garrett: https://twitter.com/GarrettHarper_

Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Warpcast signup link

https://warpcast.com/~/invite-page/238010?id=cd17c51d

Why Twitter is a Big Deal (Paul Graham)

https://paulgraham.com/twitter.html

- -

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

Post JUP Clarity: Why Solana Needs to Double Down on Product | Mert Mumtaz, Garrett Harper Feb 06, 2024

The most hyped airdrop in Solana's history happened last week: the JUP (Jupiter) token launch. We sit down to discuss what happened, how Solana performed, the controversy, what's next and why it's time for Solana to double down on product!

- -

Timestamps

(00:00) Introduction

(00:36) The JUP Airdrop: What You Need to Know

(17:03) Why Solana Needs to Double Down on Product

(24:10) Access Protocol Promo

(25:12) Is Solana’s Performance Really Needed for Every App?

(30:57) Writing, Twitter and Finding Signal in Crypto

(40:56) Solana’s Writing Hackathon

(46:14) Launching a Token Is Stressful AF

- -

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Resources

Solana Summer by Packy McCormick

https://www.notboring.co/p/solana-summer

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

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

How Colosseum Will Accelerate Solana's App Ecosystem | Matty Taylor Feb 05, 2024

Matty Taylor joins us to discuss how Colosseum, the Y-Combinator of Crypto, will find, fund and accelerate Solana's next killer app. In this episode, we discuss why Matty is launching Colosseum, tactical tips for founders, why Solana is the best ecosystem to build applications, how to participate in Colosseum and Matty's #1 advice for discovering a startup idea.

- -

(00:00) Introduction

(01:07) Leading Solana Lab’s Growth Team and Hackathons

(7:08) Why Are People Hyped for Colosseum?

(12:50) The Winning Formula: Team, Product, Market

(16:24) What Do Founders Often Get Wrong?

(18:31) Tactical Tips for Founders

(22:13) Jupiter’s Inspiration for Solana’s Devs

(24:48) Why Colosseum is a “Remote” Program

(26:34) Why Stay in Solana?

(28:24) Hackathon Dates: Starts March 4th!

(29:30) Matty's #1 Piece of Advice

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Matty: https://twitter.com/mattytay

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

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- -

Resources

Colosseum

https://twitter.com/ColosseumOrg

https://www.colosseum.org/

- -

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

How Firedancer Will Unlock Solana's Scaling Roadmap | Lucas Bruder, Liam Heeger Feb 01, 2024

Lucas Bruder and Liam Heeger join us to discuss how Firedancer will transform Solana. Lucas (the co-founder of Jito) and Liam (a core engineer at Jump working on Firedancer) are two of the most talented developers in the Solana ecosystem. In this episode, we cover Solana's scheduler challenge, blockspace market dynamics, how Jito impacts transaction efficiency, Firedancer's goal and impact on client diversity, governance, validator profitability, applications for Jito's Stakenet and more!

- -

(00:00) Introduction

(00:56) Solving Solana’s Core Challenges

(11:11) The Downstream Effect of Solana’s Network Jitter

(14:12) Jito’s Role in Optimizing Solana’s Performance

(17:43) Intro to Firedancer and Validator Clients

(23:24) DAS London Plug

(24:21) Firedancer and Client Diversity

(39:27) Why Optimize the Base Layer?

(43:28) How Multiple Clients Impact Shipping Velocity

(49:56) JitoSOL and Governance Responsibilities

(52:33) Validator Profitability

(55:18) Stakenet and Restaking

(01:02:53) Predictions and Hot Takes

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Lucas: https://twitter.com/buffalu__

Follow Liam: https://twitter.com/CantelopePeel

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

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- -

Resources

WTF is Stakenet by Lucas

https://buffalu.substack.com/p/wtf-is-stakenet

Umbra Research

https://www.umbraresearch.xyz/

Jito

https://www.jito.network/

Jump Trading

https://www.jumptrading.com/

- -

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

Anatoly Yakovenko: A Deep Dive Into Solana 2.0 Jan 30, 2024

Anatoly Yakovenko joins us for the most information-packed episode on Solana we've ever listened to. It's a masterclass exploration of Solana's architecture and roadmap. We discuss the Saga Chapter 2, fee market optimizations, Jito and MEV, validator profitability, Solana's end game, Firedancer and client diversity, token extensions and more!

- -

Timestamps

(00:00) Introduction

(01:01) Saga Chapter 2

(10:00) Access Protocol Lab

(11:01) DAS London Plug

(11:58) Solana Fee Market Optimizations

(20:41) Jito’s Role

(22:42) Scheduler Upgrades (1.17 and 1.18)

(25:17) Dynamic Write Lock Fees

(29:55) Wen Slashing?

(33:47) Solana Consensus and Formal Verification

(36:41) The Value of Client Diversity: Liveness vs Safety

(41:10) Are Solana Vote Transactions Just for Pumping TPS?

(44:17) Solana’s End Game

(47:59) Is Economic Security a Meme?

(53:10) Validator Profitability and Inflation

(58:32) Commoditized Data Layers and L2s

(01:03:18) Firedancer Update

(01:10:02) Solana’s New Token Extensions

(01:13:46) Squads Protocol Feature Requests + Jacked Toly

(01:18:18) Advice for Solana Founders

- -

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Anatoly on Lightspeed

https://spoti.fi/4bacqhA

- -

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

Solana's Flywheel: Why It's Time to Reevaluate Your Solana Thesis | Santiago Santos Jan 25, 2024

Santiago Santos joins us to discuss his crypto investment thesis and conviction in Solana's adoption flywheel. Santiago is a prolific investor, co-host of Empire and one of the most respected minds in crypto. In this episode, we discuss Santi's crypto thesis, Solana's incredible flywheel, scarcity vs abundance, if decentralization matters, Santi's favorite investment themes and more!

- -

(00:00) Introduction

(1:19) Why Crypto Matters

(4:42) How to Build and Keep Conviction

(15:36) Santi’s Solana Thesis

(23:30) Scarcity vs Abundance Mindset

(36:57) DAS Promo

(37:54) Solana vs Ethereum DeFi

(42:27) Does Decentralization Actually Matter?

(46:29) Predictions and Investment Themes

(53:59) Crypto Banks and Coinbase’s Opportunity

(58:58) Running and Life Lessons

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Santiago: https://twitter.com/santiagoroel

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Empire podcast

https://spoti.fi/3vFsYh6

The Summit by Santi

https://medium.com/@santiago.rs/the-summit-an-exploration-of-goals-and-values-17a7f782dccd

Helius' blog post on Firedancer

https://www.helius.dev/blog/what-is-firedancer

- -

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

The Mind Behind Madden NFL's Hit Stick Explains Game Design | Ian Cummings (Photo Finish) Jan 23, 2024

Ian Cummings joins us to discuss how to build a sustainable crypto game. Ian has been in gaming for over 23 years, created NFL Madden's hit stick while working at EA Sports, and is now the creator of Solana's race horsing game Photo Finish. In this episode, we discuss the story behind the hit stick, how Ian chose to go after the horse racing market, the secret to customer retention, how to win at Photo Finish, Photo Finish's partnership with the Kentucky Derby and more!

- -

Timestamps

(00:00) Introduction

(01:19) Starting at EA Sports

(05:51) Creating Madden NFL's Hit Stick

(12:24) Access Protocol Ad

(13:26) DAS London Plug

(14:23) Why A Horse Racing Game?

(24:42) How Crypto Became A Core Component

(30:16) Photo Finish's Key Differentiator

(36:19) Launching the Stylish Studs PFPs and Go-to-Market

(45:35) How to be Good at Photo Finish

(54:47) Customer Retention and Growth

(01:01:19) Partnerships with CNBC and the Kentucky Derby

- -

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Ian: https://twitter.com/iancummingsnft

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Photo Finish Live

https://twitter.com/photofinishgame

https://photofinish.live/

- -

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

Why JUP Is Solana's Most Anticipated Airdrop | Mert Mumtaz, Garrett Harper Jan 18, 2024

Jupiter's upcoming airdrop will be a watershed moment for Solana. Tune in to find out why! In this episode, we cover the JUP airdrop, the Saga 2 announcement, why vertical integration is working on Solana but not Ethereum, if validator set size matters, why more Solana teams haven't released tokens, how to think critically and more!

- -

(00:00) Introduction

(01:15) The Saga 2 Announcement

(6:34) Jupiter's Token Launch (JUP)

(16:01) Aggregation Theory and Multichain Strategies

(27:25) DAS Promo

(28:22) Appchains and the Validator Set Size Debate

(34:40) The Solana Foundation’s Delegation Program

(38:30) How to Think Critically

(45:28) Why Haven’t More Teams Released Tokens?

(52:35) Garrett’s Announcement

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Helius' blog post on Solana Validator Economics

https://www.helius.dev/blog/solana-validator-economics-a-primer

- -

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

Solana Thesis: The Fastest Horse Rises From the Ashes | Ryan Watkins, Wilson Withiam Jan 16, 2024

Ryan Watkins and Wilson Withiam join us to discuss their Solana thesis and how crypto has just entered its next phase of adoption. Ryan is the founder of Syncracy Capital (a crypto hedge fund), and Wilson is their Head of Research. In this episode, we discuss the Bitcoin spot ETF, the Ethereum and LDO thesis, the MakerDAO opportunity, the Solana thesis, investing in SOL vs Solana applications, the DA Layer wars and more!

- -

Timestamps

(00:00) Introduction

(01:16) The Bitcoin ETF Approval

(05:04) The Ethereum and Liquid Staking (LDO) Thesis

(09:52) Crypto’s Greatest Misconception

(11:27) MakerDAO Investment Thesis

(17:17) ETH’s Role in the Crypto Economy

(20:53) Access Protocol Ad

(21:55) DAS London Plug

(22:52) The Solana Thesis

(38:24) How Crypto Assets Can Achieve a Monetary Premium

(42:09) Investing in SOL vs Solana Applications

(47:50) Aggregation Theory

(53:34) The DA Layer Wars

(01:00:25) From Researchers to Launching a Fund

- -

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Ryan: https://twitter.com/RyanWatkins_

Follow Wilson: https://twitter.com/WilsonWithiam

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Syncracy Capital

https://www.syncracy.io/

https://twitter.com/SyncracyCapital

Solana Thesis – The Fastest Horse Rises From the Ashes

https://www.syncracy.io/writing/solana-thesis

- -

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

Why Crypto Matters: Generative Tech Meets New Capital Formation | Josh Rosenthal Jan 11, 2024

Josh Rosenthal joins us to discuss how crypto will unleash new business models, applications and markets! Josh is a historian, investor, founder and one of the most interesting people I know. In this episode, we discuss crypto's key unlock, scarcity vs abundance, history's revolutionary technologies, crypto tribalism, the bidirectional door between the physical and digital world, DePIN, how to embrace change and more!

- -

(00:00) Introduction

(00:54) Setting the Scene: Who Is Josh Rosenthal?

(13:33) When Generative Tech Meets New Capital Formation

(44:10) Access Protocol Ad

(45:12) DAS London Plug

(46:09) Crypto Tribalism, Maximalism and Identity

(56:33) The Interplay of the Digital and Physical World

(01:06:17) The Crypto Revolution

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Josh: https://twitter.com/JoshuaRosenthal

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

6ixth Event

https://www.go6ixthevent.com/

The Crypto Renaissance (Bankless with Josh Rosenthal)

https://spoti.fi/47sxAEo

A Historian's Take on the Bear Market (Empire with Josh Rosenthal)

https://spoti.fi/3tUuGKZ

- -

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

Solana's Local Fee Markets Aren't Real | Eugene Chen Jan 09, 2024

Eugene Chen joins us to discuss why Solana's local fee markets aren't real. Well, they are real, but they don't yet work as advertised. Eugene is the co-founder of Ellipses Labs, Phoenix Protocol, and Umbra Research and he is one of the sharpest builders in Solana! In this episode, we discuss how Solana transactions work, how to improve Solana's fee markets, MEV on Solana, how apps can accrue their own MEV, Solana's DeFi risk, Phoenix's limit order book and more!

- -

Timestamps

(00:00) Introduction

(00:56) How Solana Transactions Work

(05:56) Solana’s Local Fee Markets Aren't Real

(29:53) Access Promo

(30:55) DAS Promo

(31:52) MEV on Solana

(36:59) App-Specific MEV and Value Accrual

(41:46) Solana Bots and Toxic MEV

(45:27) The Latency vs “Fair” Distribution of MEV Tradeoff

(48:41) Solana DeFi Risk and the mSOL depeg

(51:18) Why App Developers Should Understand the Infrastructure

(55:19) Ellipses Labs, Phoenix’s LOB and Points

(01:01:48) Solana’s Identity and Advice for Solana Builders

- -

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Eugen: https://twitter.com/0xShitTrader

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Ellipsis Labs

https://twitter.com/ellipsis_labs

https://ellipsislabs.xyz/

Phoenix

https://twitter.com/PhoenixTrade

https://www.phoenix.trade/

Umbra Research

https://www.umbraresearch.xyz/writings

https://twitter.com/UmbraResearch

Solana Fees, Part 1 (Solana Local Fee Markets Aren't Real)

https://www.umbraresearch.xyz/writings

- -

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

Kamino 2.0: Building Solana's Economic Hub | Marius Ciubotariu, Mark Hull Jan 04, 2024

Marius Ciubotariu and Mark Hull join us to discuss how Hubble 2.0 will become the economic hub of Solana DeFi. In this episode, we discuss Kamino's origin story, how Kamino approaches risk management, why Solana will have the next breakout app, multichain vs a single-chain focus, vertical integration and more! Make sure to stay for the whole conversation as it really heats up at the end!

- -

(00:00 Introduction

(00:57) Kamino's Origin Story

(10:32) Lending, Risk Management and the mSOL Depeg

(32:27) Kamino Finance 2.0: Solana’s DeFi Hub

(36:12) DAS Promo

(37:11) Vertical Integration vs Composability

(41:13) Kamino Points Incoming

(44:46) How to Have Conviction

(49:46) Startup Founder Advice

(53:43) Why Tribalism Matters, Multichain and the SVM

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Marius: https://twitter.com/y2kappa

Follow Mark: https://twitter.com/trader_marky

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Kamino Finance

https://linktr.ee/kaminofinance

https://twitter.com/Kamino_Finance

Hubble Protocol

https://hubbleprotocol.io/

https://twitter.com/HubbleProtocol

MarginFi vs Solend episode

https://spoti.fi/48mmhyW

https://youtu.be/KcazozbZHd0?si=D0RjxrWyDWZriOt8

- -

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

2024 Predictions: Two of Crypto's Top Traders | Ansem, Joe McCann Jan 02, 2024

Ansem and Joe McCann join us to discuss their top crypto market predictions for 2024. Ansem and Joe are prolific crypto investors who nailed this year's Solana trade, and they're here to discuss what's next. In this episode, we cover Solana's price mania and outlook, navigating crypto's volatility, Bonk's rise and meme coin virality, the ETH vs. Alt L1 vs. DA trade, 2024's biggest opportunities, how to think like a trader and more!

- -

(00:00) Introduction

(01:13) Solana Mania: 2023 and Beyond

(08:46) How to Navigate Crypto’s Volatility

(14:55) Ansem’s Degen Score

(17:54) Bonk’s Rise and Meme Coin Virality

(28:01) Access Protocol Promo

(29:02) DAS London Plug

(30:00) Today's Investment Landscape

(42:04) Integrated L1s vs Appchains

(47:40) The Celestia and Modular DA Narrative

(52:27) Hottest Predictions for 2024

(59:17) What Are You Most Bearish On?

(01:04:13) DogWifHat: Does the Hat Stay on in 2024?

- -

Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions.

Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Follow Ansem: https://twitter.com/blknoiz06

Follow Joe: https://twitter.com/joemccann

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Asymmetric Capital

https://twitter.com/goasymmetric

https://subscribe.asymmetric.financial/

Lightspeed episode with Ansem

https://spoti.fi/3GZ2slf

Lightspeed episode with Joe

https://spoti.fi/3NHYPE9

- -

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

Sui's Move: A New Blockchain Programming Paradigm | Sam Blackshear, Evan Cheng Dec 28, 2023

Sam Blackshear and Evan Cheng join us to discuss how the Move programming paradigm will accelerate blockchain development. Sam and Evan are the founders of Sui, a global state L1 that leverages the novel Move programming language (created by Sam while at Facebook). This episode covers Sui's technical specs, the power of Move, Sui's validator requirements and scaling technique, state growth and storage, Sui's go-to-market and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

(00:00) Introduction

(01:05) Sui’s Origin Story

(03:58) Move: A New Programming Paradigm

(14:32) Sui: A Technical Deep Dive

(27:36) DAS London Plug

(28:33) Validator Requirements

(31:31) Optimistic vs Pessimistic Parallel Execution

(33:28) State Growth and Storage

(39:16) Move’s Security Benefits

(44:55) Economic Security

(48:27) Atomic Composability, Scalability & Validator Sustainability

(58:01) Sui’s Beachhead: Gaming and Commerce

(59:40) Sui vs Aptos and Looking Ahead

- -

Follow Sam: https://twitter.com/b1ackd0g

Follow Evan: https://twitter.com/EvanWeb3

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Sui

https://twitter.com/SuiNetwork

https://sui.io/

- -

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

Cube: The Solana Aligned CEX | Bartosz Lipiński Dec 26, 2023

Bartosz Lipiński joins us to discuss how Cube is building the first crypto-native centralized exchange. Cube leverages MPC wallets, Solana's client (creating a Solana appchain) and native integrations to offer the best trading experience in crypto. In this episode, we cover Bartosz's journey with Solana Labs, how he helped launch Solana's NFT ecosystem and Hacker House program, Cube's crypto-native functionality, what it takes to build a crypto company and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

(00:00) Introduction

(00:54) Joining Solana Labs

(02:03) Solana NFTs and The Creation of Metaplex

(11:53) Starting Solana’s Hacker House

(15:46) DAS London Plug

(16:44) Solana’s Secret to Winning Over New Developers

(19:14) Cube: The Solana-Aligned CEX

(28:44) Go-to-Market Strategy

(40:49) Integrating New Blockchains

(44:39) What it Takes to Build a Company

(52:56) Rapid Fire

- -

Follow Bartosz: https://twitter.com/baalazamon

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Cube

https://twitter.com/cubexch

https://www.cube.exchange/

- -

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

The MarginFi vs Solend Debate: Lessons From mSOL's Depeg Dec 21, 2023

Rooter (co-founder of Solend) and Edgar (co-founder of MarginFi) join us to debate last week's mSOL depeg and how to implement risk management. Last week's mSOL depeg led to liquidations throughout Solana DeFi and a heated debate between the Solend and MarginFi teams. In this episode, we discuss what happened, where Solend and MarginFi disagree, the oracle debate, why liquidator profitability matters, points systems vs token launches and more!

- -

(00:00) Introduction

(01:18) The mSOL depeg and Liquidation Debate

(32:15) Merinade Plug

(33:26) Two Risk Management Philosophies

(40:26) Why Liquidator Profitability Is So Important

(50:38) Addressing the Twitter Drama

(01:06:25) Professional vs Lazy LPs & Token Governance

(01:12:49) Solana Airdrops and Points

- -

Marinade is the most optimal way to stake on Solana. Unleash your staked SOL liquidity with their liquid staking token, mSOL, or use their new product called Marinade Native to get the best of Marinade's automated liquidated staking without the DeFi or peg risk! Check out Marinade today at https://marinade.finance/!

- -

Follow Rooter: https://twitter.com/0xrooter

Follow Edgar: https://twitter.com/edgarpavlovsky

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Tarun's new article on risk management

https://www.gauntlet.xyz/resources/how-to-measure-risk-models-part-i

MarginFi

https://twitter.com/marginfi

https://app.marginfi.com/

Solend

https://twitter.com/solendprotocol

https://solend.fi/

- -

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

Taproot Wizards: How to Solve Bitcoin's Branding Problem | Udi Wertheimer Dec 19, 2023

Udi Wertheimer joins us to discuss Ordinals, Taproot Wizards and how to solve Bitcoin's branding problem. Udi is the co-founder of Taproot Wizards, a wildly successful Bitcoin NFT project that hopes to change Bitcoin's image and community. In this episode, we discuss the history of Bitcoin NFTs, how ordinals and inscriptions work, why Taproot Wizards has been so successful, Bitcoin L2s, the power of branding and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:35) The History of Bitcoin NFTs and Ordinals

(07:11) Ordinals vs Inscriptions

(11:05) Bitcoin’s Branding Problem

(28:07) DAS London Plug

(29:04) Bitcoin L2s: Lightning and Stacks

(35:54) The Future of Bitcoin

(46:05) Crypto Twitter and Bitcoin ETFs

(52:09) Rapid Fire

- -

Follow Udi: https://twitter.com/udiWertheimer

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Taproot Wizards

https://twitter.com/TaprootWizards

https://taprootwizards.com/

- -

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

Andre Cronje Unfiltered: The Founder of Yearn, Keeper Network and Fantom Dec 14, 2023

Andre Cronje joins us to discuss his drive to build crypt applications with real use cases. Andre has one of the most incredible stories in crypto and is the founder of multiple blue chip projects (Yearn, Keeper Network, Fantom) and a prolific entrepreneur. In this episode, we discuss the ICO era, the launch of Yearn Finance, Andre's f*ck ups (self-proclaimed), why Andre has dedicated his focus to Fantom, Fantom's unique innovations, why airdrops suck, crypto regulation and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:24) The ICO Era: Andre's Start in Crypto

(13:07) Building Yearn Finance

(17:46) DAS London Plug

(18:43) F*ck Ups and Testing in Prod

(26:36) The Fantom L1: Making Software as Efficient as Possible

(53:23) Ethereum’s Scaling Roadmap

(58:11) Phantom’s Go-to-Market Strategy

(01:04:29) The SVM Is the Best Virtual Machine

(01:05:20) Airdrops, Regulation and Bull Market Predictions

- -

Follow Andre: https://twitter.com/AndreCronjeTech

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Fantom

https://twitter.com/FantomFDN

https://fantom.foundation/

- -

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

A Guide to Solana's New Paradigm | Mert Mumtaz, Garrett Harper Dec 12, 2023

Solana just had one of the craziest weeks in its history. Jito's airdrop has created a wealth (and attention) effect that has captured all of crypto. What a week. In this episode, we cover Jito's token launch, Solana's airdrop season, finding value in the bull market, the integrated chain advantage, the nuances of client diversity and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:48) Jito and Solana's Airdrop Season

(13:44) Finding Signal in the Bull Market Noise

(22:56) DAS London Plug

(23:54) The Advantage of Integrated Chains

(29:29) Liveness and Client Diversity

(42:53) Solana Apps to Explore

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jon Charb's latest research

https://dba.xyz/l1s-vs-l2s-rollups-vs-integrated-general-purpose-vs-app-specific/

Jupiter episode

https://spoti.fi/3TheHkn

BetDEX

https://www.betdex.com/

https://twitter.com/BetDEXLabs

- -

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

Jupiter: The Aggregator Fueling Solana’s GDP | Meow Dec 07, 2023

Meow, the co-founder of Jupiter, joins us to discuss how Jupiter is building crypto's leading aggregator. Jupiter is a DEX aggregator on Solana that routes over 80% of all DEX trades! It's an absolute killer app that has served as the entry to Solana's vast ecosystem. In this episode, we discuss how Jupiter found PMF, why Meow chose Solana, how Jupiter will onboard millions of users, Jupiter's airdrop, Solana's massive opportunity, multichain strategies and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:11) The Secret to Jupiter’s Success

(05:33) Why Solana Over Ethereum

(14:25) DAS London Plug

(15:22) Jupiter’s Massive Opportunity

(37:13) Jupiter’s Token Airdrop and Token Philosophy

(46:04) Advice for Crypto Founders

(50:06) L2s and a Multichain Future

(55:12) Routing Airdrops, Integrations and Growing the Pie

- -

Follow Meow: https://twitter.com/weremeow

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jupiter

https://twitter.com/JupiterExchange

https://jup.ag/

- -

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

Size Matters: How Meteora Will Multiply Solana's TVL | Ben Chow Dec 05, 2023

Ben Chow joins us to discuss how Meteora will multiply Solana's TVL. Ben is the co-founder of Meteora and a Solana DeFi OG. In this conversation, we discuss Meteora's origin story, why TVL matters, Meteora's 3-pronged plan to increase Solana's TVL, how Meteora prevents cascading risk, Solana's DeFi competition, how to launch a token and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:02) The Origin Story: From Mercurial to Meteora

(09:16) Building for Sustainable Yield

(11:33) Solana Needs TVL

(14:51) How to Use Meteora

(19:06) DAS LDN Plug

(20:04) Meteora’s 3-Pronged Plan to Grow TVL

(32:08) Composability and Cascading Risk

(40:31) Meteora’s DAO, Goals and Incentives

(44:49) Solana DeFi Competition

(48:13) Tips for Teams Launching Tokens

(51:58) Protocol Fees, Value Capture and POL

- -

Follow Ben: https://twitter.com/hellochow

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Meteora

https://twitter.com/MeteoraAG

https://meteora.ag/

Lightspeed's first episode with Ben

https://spoti.fi/47EPS6p

- -

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

How Hivemapper Can Outcompete Google Maps | Ariel Seidman Nov 30, 2023

Ariel Seidman, CEO of Hivemapper, joins us to discuss how Hivemapper has built the most successful DePIN product in crypto. In just twelve months, Hivemapper has mapped over 6M unique road kilometers (10% of the world's roads!) and has over 25,000 contributors. In this episode, we discuss Hivemapper's origin story, how Hivemapper maps the world, Hivemapper's killer feature, what DePIN projects get wrong, founder lessons and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:12) Hivemapper’s Origin Story: From Drones to Dash Cams

(12:32) How Hivemapper Maps the World

(21:25) DAS London Plug

(22:23) Where Will Demand Come From?

(29:13) Why Solana and the DePIN Network Effect

(35:23) Hivemapper’s Main KPI

(37:10) The Biggest Challenges

(39:33) Costs and Potential Filecoin Integration

(42:52) Ariel’s Thoughts On Crypto Today

(45:30) Attracting Top Talent and Crypto’s Unlock

(51:12) Founder Lessons: Tolerance for Pain

(57:28) Rapid Fire

- -

Follow Ariel: https://twitter.com/aseidman

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Hivemapper

https://twitter.com/Hivemapper

Micropayments Are Crypto's Untapped Use Case | Ted Livingston (CEO of Code) Nov 28, 2023

Ted Livingston joins us to discuss crypto's micropayments opportunity and Code's big announcement! Ted is a product legend who built the fastest-growing messenger app (Kik) and is now building the best payments experience in crypto. In this episode, we discuss the history of micropayments, how micropayments unlock new use cases, why Code uses Kin, why Code built an L2 on Solana, Ted's Bitcoin thesis and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:55) Ted’s Story: Building The #1 Messaging App

(05:36) Crypto's Micropayments Opportunity

(20:52) DAS London Plug

(21:50) Breaking News: Code Is Officially Open Source

(30:15) Why Code Uses Kin, Not USDC

(40:39) Live Micropayments Demo

(43:08) Code’s 2024 Roadmap

(45:18) How Developers Leverage Code’s SDK

(47:18) Unique Use Cases and Institutional Partnerships

(51:26) Solana, Code’s L2 and Appchains

(01:03:46) Ted’s Bitcoin Thesis

- -

Follow Ted: https://twitter.com/ted_livingston

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Code Is Now Fully Open Source

https://tedlivingston.substack.com/p/code-is-now-fully-open-source

Code

https://www.getcode.com/

https://twitter.com/getcode

Lightspeed's Previous Episode With Ted

https://spoti.fi/3T03NzE

https://bit.ly/3SWZ8hE

- -

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

Airdrop Season: Can Solana Handle The Surging Demand? | Mert Mumtaz, Garrett Harper Nov 24, 2023

Did Pyth's airdrop overwhelm the Solana network? Was the degraded user experience an application fault, the result of a crude fee market or a stability issue? Garrett and Mert answer these questions in today's roundup. We also cover the SEC's attack on crypto, Solana's airdrop season, the changing L2 sentiment, Bonk's meteoric rise and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BLACKROCKLIGHTSPEED to get 20% off your ticket! Sign up now because the price goes up every month and the discount code expires November 27th!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:23) The SEC vs Kraken, SOL and Airdrops

(6:03) Pyth’s Airdrop and Solana’s Network Stability

(13:46) Priority Fees, Jito and Out-Of-Network Payments

(17:33) The Changing L2 Sentiment

(26:08) Coinbase Continues to Ignore Solana

(29:31) Will L2s Ever Be Immutable?

(33:48) Durable Nonces and Preconfirmations

(39:18) Product vs Decentralization

(44:20) Bonk’s Meteoric Rise

(47:18) Gameable Metrics, Onchain Identity & Competition

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Dune's Headmaster

https://twitter.com/andrewhong5297

A Guide to Solana for Ethereum Analysts

https://read.cryptodatabytes.com/p/a-guide-to-solana-for-ethereum-analysts

- -

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

Finding Solana's Next Killer App | Emon Motamedi (Solana Labs) Nov 23, 2023

Emon Motamedi joins us to discuss how Solana Labs hopes to find the next killer app. Emon leads product at Solana Labs and is the founder of Reddit's Digital Currency team. In this episode, we discuss Solana Labs' new incubator, finding the next killer app, multichain strategies, what crypto teams get wrong and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BLACKROCKLIGHTSPEED to get 20% off your ticket! Sign up now because the price goes up every month and the discount code expires November 27th!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:41) What is Solana Labs?

(02:16) Solana Labs Product Incubator

(23:25) What Teams Often Get Wrong

- -

Follow Emon: https://twitter.com/EmonMotamedi

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Application for Solana Labs Incubator

https://incubator.solanalabs.com/

Solana Labs

https://twitter.com/solanalabs

https://solanalabs.com/

- -

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

Teleport: Breaking Big Tech's Network Effect | Paul Bohm Nov 21, 2023

Paul Bohm joins us to discuss how decentralized marketplaces, like ride-sharing, can leverage crypto's coordination tools to compete against today's incumbents. Paul is a visionary, crypto OG and founder of Teleport. In this episode, we discuss Paul's core insight, Teleport's design, go-to-market strategies, how to ensure quality in decentralized services, why AirBnB onchain isn't a thing and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BLACKROCKLIGHTSPEED to get 20% off your ticket! Sign up now because the price goes up every month and the discount code expires November 27th!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:16) Paul’s Core Insight that Lead to Teleport

(10:32) How Teleport Works

(19:25) Why Build Teleport on Solana?

(21:32) DAS LDN Plug

(22:17) How Governance Plays a Role

(25:02) Go-to-Market and Market Forces

(36:08) How Drivers, Users and Dispatchers Get Started on Teleport

(41:55) How to Ensure Consistency and Quality of Service

(45:34) What Teleport Means for Solana

(47:59) Biggest Learnings as a Founder

(51:03) Why Not Onchain AirBnB?

(57:07) Rapid Fire

- -

Follow Paul: https://twitter.com/paulbohm

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Teleport

https://twitter.com/TeleportXYZ

https://www.teleport.xyz/

- -

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

The Solana Rally: What Everyone Overlooked | 0xResearch Nov 17, 2023

Today's episode is from our other favorite podcast, 0xResearch. Garrett joins the team to explain this month's Solana rally! We dive into Solana's developer traction and documentation quality, the sustainability of low fees, comparisons to Ethereum L2s, and upcoming major ecosystem upgrades and catalysts like Firedancer. To close out the team touches on governance updates on inflation and incentive programs from Synthetix, Arbitrum, and dYdX. Enjoy!

As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.

Subscribe to 0xResearch on:

YouTube: https://bit.ly/3foDS38

Apple: https://apple.co/3SNhUEt

Spotify: https://spoti.fi/3NlP1hA

- -

Follow Sam: https://twitter.com/swmartin19

Follow Dan: https://twitter.com/smyyguy

Follow Matt: https://twitter.com/MattFiebach

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Blockworks Research: https://twitter.com/blockworksres

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(0:00) Introduction

(1:36) The Solana Accusatory Audit

(6:25) What is there to do on Solana?

(14:38) Does SOL not being money hurt DeFi?

(22:01) Hexens Ad

(22:48) Lack of Protocol Documentation

(26:13) Are there New Users?

(30:25) L2 Framework is Overrated

(46:24) DAS London Ad

(47:20) ACP 13 Reducing Barrier of Subnet Validator Sets

(55:38) Arbitrum Governance Updates

(1:01:57) 1inch Selling ARB Airdrop

- -

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

- -

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

Crypto’s Next Cycle: Solana’s Comeback vs Ethereum’s Head Start | Qiao Wang Nov 16, 2023

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!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(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

- -

Follow Qiao: https://twitter.com/QwQiao

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Good Game podcast

https://spoti.fi/3MKMLRQ

Alliance DAO

https://alliance.xyz/

https://twitter.com/alliancedao

What does it take to be a good crypto founder?

https://medium.com/alliancedao/what-does-it-take-to-be-a-good-crypto-founder-6c2600a99770

- -

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

The SOL Bull Case: VanEck | Matthew Sigel, Patrick Bush Nov 14, 2023

Matthew Sigel and Patrick Bush join us to discuss their recent report that predicts SOL to hit $335 by 2030. Matthew (head of crypto research) and Patrick (senior investment analysts) lead VanEck's crypto division. VanEck is a prolific TradFi asset management firm founded in 1955, but that hasn't stopped them from building one of the best research teams in crypto. In this episode, we discuss their Solana bull case, how to value L1s, if DCF valuations are a meme, Solana's biggest challenges, Cosmos vs Ethereum vs Solana, macro's impact and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:48) VanEck’s Path to Investing in Crypto

(03:53) Investing in Smart Contract Platforms

(06:39) The Solana Bull Case

(17:53) Firedancer Questions

(24:18) Integrated vs Modular Ecosystems

(31:09) DAS London Plug

(32:06) What Metrics Matter?

(34:12) ETF Approvals and VanEck’s Philosophy

(37:28) How to Value an L1: The DCF Meme

(42:16) What About Cosmos?

(48:36) Macro and a Multipolar Future

(54:02) Favorite Verticals in Crypto

(58:00) Rapid Fire

- -

Follow Matthew: https://twitter.com/matthew_sigel

Follow Patrick: https://twitter.com/Patrick_Bush_VE

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

VanEck’s Base, Bear, Bull Case: Solana Valuation by 2030

https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/

- -

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

Has Solana Earned The Hype? | Mert Mumtaz, Garrett Harper Nov 10, 2023

Welcome to Lightspeed's third "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we discuss why all eyes are on Solana, hype vs reality, Bankless' Ethereum vs Solana episode, the significance of Solana projects launching tokens and our takeaways from Breakpoint.

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:35) Why Are Prices Pumping Right Now?

(03:15) The Ethereum vs Solana Philosophy

(37:37) Focus On Product and Finding PMF

(49:33) Solana Projects Launching Tokens

(55:38) Horizontal Integration and DeFi Competition

(57:53) The Big 3 and Crypto’s Ecosystems

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Bankless' Ethereum vs Solana episode

https://spoti.fi/3QzTD5K

- -

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

Why Solana Needs Privacy For Mass Adoption | Elusiv, Light Protocol Nov 09, 2023

Jorrit Palfner and Yannik Schrade join us to discuss why privacy is required for crypto to go mainstream. Jorrit (Light Protocol's co-founder) and Yannik (Elusiv's co-founder) are building Solana's leading privacy protocols. This discussion is more technical than usual, but the insights are incredible. We discuss the implications of private computation, how Light and Elusiv bring privacy onchain, the risks of zero-knowledge proofs, why build privacy on Solana and not an SVM rollup and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:44) Privacy is Required for Mass Adoption

(04:36) Why Privacy Isn't the Default

(12:37) What is a ZK Proof?

(14:47) How Light and Elusiv Bring Privacy Onchain

(32:17) DAS London Plug

(33:14) Will ZK Complexity Increase a Protocol's Risk?

(37:21) How Will Privacy Work With Public Applications?

(47:44) Homomorphic Encryption and Multiparty Computation (MPC)

(53:33) Token2022 and Why Build On Solana

- -

Follow Jorrit: https://twitter.com/ananas_light

Follow Yannik: https://twitter.com/yrschrade

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Light Protocol

https://twitter.com/LightProtocol

https://shield.lightprotocol.com/

Elusiv

https://twitter.com/elusivprivacy

https://www.elusiv.io/

- -

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

Solana: The Global State Machine | Anatoly, Dan Albert, Amira Valliani, Noah Prince, Mert Mumtaz Nov 07, 2023

This episode is the opening presentation from Breakpoint 2023! You'll hear from Solana's top talent, including Anatoly, Dan Albert, Amira Valliani, Noah Prince and Mert Mumtaz. This is the Solana ecosystem deep dive you won't want to miss!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:52) Anatoly: The Solana Thesis

(12:58) DAS 2023 Promo

(13:55) Dan Albert: Firedancer Is Live On Testnet!

(20:03) Amira Valliani: Client Diversity and Decentralization

(27:35) Noah Prince: Only Possible On Solana

(35:29) Mert Mumtaz: Now Is The Time to Build

(42:18) Austin Federa and Anatoly: What's Next?

- -

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Dan: https://twitter.com/DanPaul000

Follow Amira: https://twitter.com/amiravalliani

Follow Noah: https://twitter.com/redacted_noah

Follow Austin: https://twitter.com/Austin_Federa

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Link to all Breakpoint panels

https://www.youtube.com/@SolanaFndn

Breakpoint 2023

https://solana.com/breakpoint

- -

Disclaimers:

Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

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

What Metrics Matter for Internet Native Money? | Tushar Jain Nov 02, 2023

Tushar Jain joins us to discuss how he identifies crypto applications that both create AND Tushar Jain joins us to discuss how he identifies crypto applications that create AND capture value. Tushar co-founded Multicoin Capital and is one of the most prolific investors in the space, known for his contrarian [and often correct] theses. In this episode, we cover Solana's rise from the ashes, how L1s accrue value, what crypto metrics matter, Solana's consumer chain narrative, the DePIN opportunity and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction (01:31) The Solana Thesis

(06:37) Internet Native Money and L1 Value Accrual

(12:28) Qualities of an Investable Application

(18:45) DePIN and New Methods of Token Distribution

(25:14) Why TVL is a Harmful Metric

(28:44) Solana’s Consumer Chain Narrative

(32:09) DAS London Plug

(33:18) Metrics That Matter

(44:07) Solana’s Decentralization

(47:41) Bitcoin's Problem

(55:00) Attention is Everything

(57:42) What’s Your North Star?

(59:51) Rapid Fire

- -

Follow Tushar: https://twitter.com/TusharJain_

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Multicoin

https://multicoin.capital/

Multicoin Summit 2023 Videos

https://multicoin.capital/2023/10/06/discussions-from-the-2023-multicoin-summit/

The Techn-Optimist Manifesto

https://a16z.com/the-techno-optimist-manifesto/

- -

Disclaimers:

Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

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

Is Solana the Consumer Chain? | Kash Dhanda, Brandon Potts Oct 31, 2023

Kash Dhanda and Brandon Potts join us to discuss how builders can leverage Solana's unique value proposition to be the go-to ecosystem for crypto's next wave of users. Kash is a founding member of Superteam, where he helps Solana projects launch and grow their community, and Brandon is a Principal at Framework Ventures. In this conversation, we cover Solana's resurgence and payments narrative, crypto business models, Solana's shortcomings, whether Solana will be the default consumer chain, crypto's emerging market opportunity and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(00:59) Solana’s Resurgence

(07:34) The Payments Narrative: Solana’s Schelling Point

(14:03) Content Creation + Solana's Value Prop

(18:13) Crypto Business Models

(23:06) The Importance of Community

(27:22) Web2 vs Web3

(32:25) DAS London Plug

(33:33) The Most Exciting Things in Solana Right Now

(40:16) A Solana Roast: What Needs to Improve?

(45:33) Is Solana the Consumer Chain?

(50:36) Crypto’s Emerging Market Opportunity

(56:49) Abstract the Tech, Focus on Outcomes

(01:01:36) Hyperdrive: Solana’s Hackathon

- -

Follow Kash:https://twitter.com/kashdhanda

Follow Brandon: https://twitter.com/b_potts23

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Superteam

https://superteam.fun/

Framework Ventures

https://framework.ventures/

Hyperdrive

https://solana.com/hyperdrive

- -

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

Solana's Compounding Advantage | Joel Monegro Oct 26, 2023

Joel Monegro, co-founder of Placeholder, joins us to discuss Solana's compounding advantage. Joel is a crypto OG, a prolific writer (wrote The Fat Protocol Thesis in 2016) and co-founded Placeholder with Chris Burniske. In this episode, we cover Joel's Solana thesis, upcoming infrastructure consolidation, app-specific L2 use cases, Joel's updated thoughts on The Fat Protocol Thesis, finding your investment edge and more!

- -

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

- -

Timestamps

(00:00) Introduction

(01:20) Ethereum vs Solana: Two Design Approaches

(09:45) Solana Pre and Post FTX

(15:30) A Consolidation of Infrastructure

(23:24) DAS London Plug

(24:33) The Fat Protocol Thesis

(39:01) Investment Philosophies & Application-Specific L2s

(45:07) Joel’s Path to Venture Capital

(53:24) How to Improve Your Writing

(59:57) Finding Your Investment Edge

(01:04:42) Rapid Fire

- -

Follow Joel: https://twitter.com/jmonegro

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Placeholder

https://www.placeholder.vc/

Ethereum and Solana by Joel

https://www.placeholder.vc/blog/2023/10/10/ethereum-and-solana

The Fat Protocol Thesis by Joel

https://www.usv.com/writing/2016/08/fat-protocols/

Joel's Website

https://monegro.org/work/2018/2/1/fat-protocols

Carlota Perez

https://www.amazon.com/Technological-Revolutions-Financial-Capital-Dynamics/dp/1843763311

- -

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

Solana vs Ethereum: Two Paths, One Endgame | Jon Charbonneau Oct 24, 2023

Jon Charbonneau joins us to discuss how integrated and modular chains are on an inevitable path toward the same endgame. Jon is an investor and the most prolific researcher in the space who understands the nuances and tradeoffs of the Solana and Ethereum ecosystems. In this episode, we cover what SVM adoption means for Solana, if rollups scale Ethereum, why Jon is spending more time in Solana and the SVM, the convergence of the integrated and modular roadmap, how rollups will leverage Solana and more!

- -

Timestamps

(00:00) Introduction

(01:13) The Rollup Debate

(10:31) Modular vs Integrated: The Great Convergence

(18:06) The Appchain Thesis

(26:31) What SVM Adoption Means for Solana

(29:54) DAS London Promo

(32:53) Why Solana?

(34:02) What Ethereum & Solana Can Learn From Each Other

(37:49) The Value of End-User Verification

(40:45) Lido’s Dominance, Nakamoto Coefficients & Social Pressure

(46:14) Ethereum Aligned

(50:07) What Keeps You Here & The State of Crypto

(55:35) Solana as a Settlement and Sequencing Layer

(58:47) Why You Should Write

- -

Follow Jon: https://twitter.com/jon_charb

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

DBA's Website

https://dba.xyz/

Do Rollups Inherit Security by Jon

https://dba.xyz/do-rollups-inherit-security/

Jon's Substack

https://joncharbonneau.substack.com/

- -

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

The Rise of Crypto's Superapp | Fiskantes, Matti (Zee Prime Capital) Oct 19, 2023

Fisk and Matti, from Zee Prime Capital, join us to discuss the rise of crypto's first superapp. In this episode, we cover the Fappening Thesis (superapp), why everyone invests in middleware, how protocols establish moats, the future of Web3 social, how crypto will impact equality and more! Fisk and Mattie have some of the most eccentric and prescient ideas in crypto - you won't want to miss this one.

- -

Timestamps

(00:00) Introduction

(00:54) The Dev2Dev Thesis

(08:13) The Fappening: Rise of the Superapp

(15:02) How Apps Establish Moats

(18:45) Is Blockspace Commoditized?

(30:44) Uniswap’s New Fee: Protocols vs Frontends

(36:24) Web3 Social: Status vs Utility

(47:31) Equal Opportunity vs Equal Outcomes

(55:58) Advice: Think Different

- -

Follow Fisk: https://twitter.com/Fiskantes

Follow Matti:https://twitter.com/mattigags

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Zee Prime

https://zeeprime.capital/

The Future of OwnyFans

https://zeeprime.capital/the-future-of-owny-fans

The Fappening

https://zeeprime.capital/the-fappening

The Middleware Thesis

https://zeeprime.capital/infrastructure-lego-the-middleware-thesis

- -

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

Solana's Path to Mass Adoption: Gradually, Then All At Once | Mert Mumtaz, Garrett Harper Oct 17, 2023

Welcome to Lightspeed's second "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we discuss Solana disinformation, the increasing adoption of the SVM, why DePIN could be crypto's next narrative, the ETH vs SOL debate, the power of permissionless frontends and more!

- -

Timestamps

(00:00) Introduction

(00:36) Solana Misinformation

(08:26) Why Crypto Needs to Focus on Distribution

(21:56) SVM Adoption, Integrated vs Modular Ecosystems & DePIN

(31:56) Web3’s Social Opportunity

(38:54) ETH vs SOL: Scarcity vs Abundance

(45:25) The Permissionless Frontend Thesis

(52:54) Today’s Fundraising Environment

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Zero to One by Peter Thiel

https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296

Ethereum and Solana by Joel Monegro

https://www.placeholder.vc/blog/2023/10/10/ethereum-and-solana

Anatoly's episode on Validated

https://spoti.fi/3RZqZ0g

- -

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

How Onchain Attribution Will Catalyze Crypto's Growth | Antonio García Martínez (Spindl) Oct 12, 2023

Antonio García Martínez joins us to discuss why onchain attribution and advertising are crucial to crypto's growth. Antonio is a prolific ad tech entrepreneur, the author of Chaos Monkeys and now the founder of Spindl. In this episode, we discuss the evolution of Web2 advertising, crypto's massive onchain attribution opportunity, data privacy and ownership, potential catalysts for crypto's adoption, how AI will impact advertising and more!

- -

Timestamps:

(00:00) Introduction

(00:56) The Evolution of Ad Tech

(13:47) How Spindl Brings Attribution to Web3

(22:11) Crypto’s Publisher Problem and Discovery

(25:38) The Importance of Being Native to the Medium

(33:19) Data Privacy and Ownership

(35:55) Antonio’s Web3 Thesis

(41:03) Should DAOs Exist?

(44:24) What Will Catalyze Crypto's Adoption?

(48:09) AI’s Impact on Advertising

(51:10) Advice for Startup Founders

(54:20) Rapid Fire

- -

Follow Antonio: https://twitter.com/antoniogm

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Spindl

https://www.spindl.xyz/

Chaos Monkeys

https://www.amazon.com/Chaos-Monkeys-Obscene-Fortune-Failure/dp/0062458191

Stratechery (Ben Thompson)

https://stratechery.com/

Mobile Dev Memo

https://mobiledevmemo.com/

- -

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

The dYdX Appchain Vision: One of Crypto's Boldest Bets | Antonio Juliano Oct 10, 2023

Antonio Juliano, the founder of dYdX, joins us to discuss why dYdX is launching an appchain. dYdX has over $1T in exchange volume, 50%+ market share of onchain perps market, and is one of the few crypto products that's found a semblance of product-market fit. Despite this, dYdX is moving from Starkware (an Ethereum L2) to a Cosmos-based appchain, officially launching this month! In this episode, we cover why dYdX is launching an appchain, finding product-market fit, decentralization vs immutability, branding and distribution, why Antonio is now against horizontal integration and more!

- -

Timestamps

(00:00) introduction

(00:57) dYdX: Crypto’s Leading Perpetuals Exchange

(04:50) Why dYdX is Launching an Appchain

(17:07) Choosing the Right Tech Stack

(20:59) The L2 Landscape

(24:52) Jito Midroll

(25:57) Does Cosmos Have to Succeed for dYdX to Succeed?

(28:51) Decentralization and Immutability

(33:24) Why Should People Care About DeFi?

(39:10) The User-Generated Value Thesis

(43:55) What Antonio Has Learned as a Crypto Founder

(49:29) Committees Can't Make Big Bold Decisions

(55:30) Discovery and Branding

(57:09) Horizontal vs Vertical Integration

(01:01:13) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Antonio: https://twitter.com/AntonioMJuliano

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jito

jito.network

dYdX

https://twitter.com/dYdX

https://dydx.exchange/

- -

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

Solving Crypto's Onboarding Problem | Arianna Simpson, Riyaz & Nass (Bastion's Founders) Oct 05, 2023

Arianna Simpson, Riyaz Faizullabhoy and Nass Eddequiouaq join us to discuss how crypto needs to shift its focus back to the user experience. We cover crypto's friction points, the application vs infrastructure phase, how Bastion can enable simple onboarding and a Web2-like user experience, crypto's misplaced defaults, over-indexing on decentralization and more!

- -

Timestamps:

(00:00) Introduction

(00:26) What Problem Is Bastion Solving?

(06:57) Have We Over-Indexed on Decentralization?

(10:04) Building Infrastructure vs Consumer-Facing Products

(14:26) How Transaction Routing Works

(18:18) Why Should Consumers Care?

(21:49) Unique Use Cases Enabled by Web3

(28:24) The Infrastructure vs Application Phase

(30:34) Will Users Self-Custody in the Future?

(32:00) How Crypto Can Rebuild Trust

(35:54) Interoperability and Bridge Risk

(40:38) How Developers Choose Where to Build

(44:34) Crypto's Misplaced Defaults

(49:36) The Insane Challenge of NFT Projects

- -

Follow Arianna: https://twitter.com/AriannaSimpson

Follow Nass: https://twitter.com/nassyweazy

Follow Riyaz: https://twitter.com/riyazdf

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Bastion

https://www.bastion.com/

https://twitter.com/BastionPlatform

a16z

https://a16zcrypto.com/

https://twitter.com/a16zcrypto

- -

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

Permissionless Frontends: The Rise of Crypto's Aggregators | Kain Warwick (Infinex) Oct 03, 2023

Kain Warwick, the founder of Synthetix and Infinex, joins us to discuss how permissionless frontends are crypto's next battleground. Crypto has the infrastructure to support the next wave of users, but the user experience is lightyears behind Web2. What can solve this? Permissionless frontends. In this episode, we cover why Kain is building Infinex, the missing piece to get users onchain, crypto's new aggregators, Kain's multichain strategy, where DAOs fail to innovate and more. This might be my favorite episode yet!

- -

Timestamps

(00:00) Introduction

(02:04) A Shift from Infrastructure to the User Experience

(05:03) Why Synthetix Chose Optimism

(09:11) The Missing Ingredient to Compete with Binance

(11:53) L2 Liquidity Fragmentation

(14:51) Should Projects Launch on Multiple Chains?

(17:18) Why Synthetix Might Launch an Appchain

(19:10) How to Build Brand Trust & Bring Users Onchain

(32:57) Jito MidRoll Plug

(34:02) Crypto’s New Aggregators: Permissionless Frontends

(43:06) Taking Speculation Too Far

(51:16) L2 Centralization Vectors & Progressive Decentralization

(57:06) Will L2s Have a Power Law Outcome?

(59:54) Why Kain is Still in Crypto

(01:05:26) Where DAOs Succeed and Fail

(01:12:44) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Kain: https://twitter.com/kaiynne

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Synthetix

https://twitter.com/synthetix_io

https://linktr.ee/synthetix

Infinex

https://twitter.com/infinex_app

https://infinex.io/

Kain's Writings

https://mirror.xyz/kain.eth

- -

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

How Helium Is Leading Crypto's DePIN Revolution | Abhay Kumar Sep 28, 2023

Abhay Kumar, the CEO of the Helium Foundation, joins us to discuss how DePIN and Helium are bringing undeniable utility to crypto. Helium is a DePIN protocol that coordinates and incentivizes the buildout of wireless infrastructure around the world. In this episode, we discuss the secret to Helium's success, why Helium migrated to Solana, DePIN competition and moats, the value of onchain identity and more!

- -

Timestamps:

(00:00) Introduction

(00:16) What is DePIN?

(02:18) The Secret to Helium’s Success

(09:23) Why Helium Migrated to Solana

(19:02) Onboarding Users, Hotspots and Oracles

(26:39) Helium Mobile and Go-to-Market Strategies

(43:41) Nova Labs and the Helium Foundation

(46:36) Competition and Moats

(49:33) Does Solana Have a DePIN Network Effect?

(55:01) Demand Catalysts

(57:45) DeFi, Composability and Onchain Identity

(01:03:25) Advice for Crypto Founders

- -

Follow Ahbay: https://twitter.com/abhay

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Helium

https://www.helium.com/

- -

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

How SVM Adoption Impacts the Solana Thesis | Joe McCann, Mike Dudas Sep 26, 2023

Joe McCann and Mike Dudas join us to discuss their Web3 investment framework. We cover Solana's core advantage and if SVM adoption impacts their thesis, investing in monolithic vs modular infrastructure, the state of crypto venture capital, the key to attracting new developers, crypto's most exciting verticals and more! Joe and Mike are two prolific investors with unique insights you won't want to miss.

- -

Timestamps

(00:00) Introduction

(00:51) Joe and Mike’s “Earned Secret”

(14:22) The Solana Thesis

(32:04) Jito MidRoll

(33:08) Investing in Monolithic vs Modular Protocols

(42:08) Eclipse and the SVM Value Accrual Debate

(49:17) The State of Crypto Venture Capital

(58:56) Applications and Sectors to Watch

(01:06:00) The Crypto Media Landscape

(01:09:00) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Mike: https://twitter.com/mdudas

Follow Joe: https://twitter.com/joemccann

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jito

jito.network

6th Man Ventures

https://6thman.ventures/

Asymmetric

https://asymmetric.financial/

- -

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

Web3 Gaming: A False Hope or Crypto's Path to Mass Adoption? | Ryan Wyatt Sep 21, 2023

Ryan Wyatt is the former Head of YouTube Gaming and President at Polygon Labs. He is a master at business development, strategy and product. In this episode, Ryan explains why crypto gaming is here to stay. We discuss Ryan's time at YouTube and path to Web3, the value of Web2 business development, what crypto unlocks for gaming, the consolidation of crypto's infrastructure layers and more!

- -

(00:00) Introduction

(00:49) How Ryan Became the Head of Gaming at YouTube

(11:44) The Jump to Web3 and Polygon Labs

(20:12) Web2 vs Crypto-Native Talent

(23:08) Business Development Matters

(30:28) Why Gamer’s Hate NFTs

(35:26) What Crypto Unlocks for Gaming

(44:11) How Generative AI Will Impact Gaming

(47:22) What Games are Best Positioned to Integrate Crypto

(52:56) The Shift From Infrastructure to Apps

(57:02) Is Gaming Crypto’s Savior?

(59:46) What Ryan Wants to Work on Next

(1:02:15) Rapid Fire

- -

Follow Ryan: https://twitter.com/Fwiz

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

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

Anatoly Yakovenko: What's Next for Solana? | Permissionless II Sep 19, 2023

Anatoly joins Mert to discuss his 5-year vision for Solana. In this discussion, we cover Solana's changing narrative, Firedancer's performance, Solana's shrinking hardware requirements, why Anatoly wants people to fork the SVM, the key to crypto adoption and why multiple slot leaders will be a huge upgrade for Solana! This was a discussion from last week's Permissionless II conference.

- -

Timestamps

(00:00) Introduction

(03:19) Solana’s Momentum and Big Announcements

(07:49) Value Capture and Local Fee Markets

(15:18) QUIC and Stake-Weighted QoS

(17:23) Firedancer’s Performance & Solana’s Hardware Requirements

(25:06) Jito Promo

(31:04) Solana’s Most Exciting Applications

(32:07) What Can Solana Learn from Ethereum?

(34:38) Why Solana Wants Multiple Leaders per Slot

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Jito

jito.network

Permissionless

https://blockworks.co/event/permissionless-2023

- -

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

Legacy vs Next-Gen Chains: What Everyone Gets Wrong About Avalanche | Luigi DeMeo, Patrick O'Grady Sep 14, 2023

Luigi DeMeo and Patrick O'Grady join us to discuss Avalanche's core thesis and roadmap. We cover Avalanche's cored design, why projects will leverage subnets, what's holding Avalanche back, legacy vs next-gen chains, L2 rollups and appchains, the RWA use case and more!

- -

Timestamps:

(00:00) Introduction

(01:05) Avalanche’s Design and Core Thesis

(10:34) Avalanche's Consensus Mechanism and Validator Requirements

(18:54) AVAX and Value Accrual

(24:45) Legacy vs Next-Gen Chains and Rune’s SVM Post

(32:45) L2 Scaling and Appchains

(40:39) Where Will Value Aggregate on Avalanche?

(45:38) Avalanche’s Core Focus and Use Case

(56:18) How Do You Think About Community?

(01:05:17) Rapid Fire

- -

Follow Luigi: https://twitter.com/luigidemeo

Follow Patrick: https://twitter.com/_patrickogrady

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Avalanche

https://twitter.com/avax

https://www.avax.network/

- -

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

Finding the Answer to Crypto's Biggest Problem | Ted Livingston, CEO of Code Sep 12, 2023

Ted Livingston joins us to discuss how to build consumer crypto products that solve problems users actually care about. In 2009, Ted founded Kik, which grew to over 300M users and led the way for today's messaging apps. Ted is now working on Code, a Solana-based payments app that makes it easy to pay anyone, anywhere in the world. In this episode, we cover Ted's learnings from building Kik, why Kik launched Kin and built on Solana, why stablecoins aren't crypto's answer, what the crypto industry got wrong, why Code could be crypto's first mainstream app and more!

- -

Timestamps

(00:00) Introduction

(01:01) Building Kik: One of the Fastest Growing Apps in History

(08:22) Crypto as a New Business Model

(12:03) Why Build on Solana?

(19:57) Code’s Design + Live Demo

(23:43) Jito Plug

(24:46) Kin: Why Stablecoins Aren’t the Answer

(30:00) How to Cultivate Unique Ideas

(34:43) Focusing on Narratives vs Products

(37:05) Crypto's Go-to-Market Failure

(40:02) Why Ted’s Still in Crypto

(42:15) Thoughts on Social and Stablecoins

(46:07) What Crypto Uniquely Enables

(51:21) How to Attract New Users

(58:06) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Ted: https://twitter.com/ted_livingston

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Code

https://www.getcode.com/

https://twitter.com/getcode

- -

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

Solana's Emergence as a Payments Hub | Roundup Sep 08, 2023

Could Solana's payments narrative create the schelling point that drives new adoption? Welcome to Lightspeed's first "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we cover Visa's Solana announcement, Rune's proposal to fork the SVM, Solana DeFi 2.0, Lido's liquid staking trouble on Solana, how to bring new users to crypto and more!

- -

Timestamps:

(0:00) Introduction

(00:18) Visa Announces USDC Settlement on Solana

(12:35) Rune's Proposal to Fork the SVM

(21:18) Integrated vs Modular & the Appchain Debate

(34:30) Why Payments Are Uniquely Suited for Solana

(43:31) Solana DeFi 2.0

(46:55) Solana Liquid Staking & Multi-Chain Deployments

(51:38) How to Bring New Users to Crypto

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Rune's Post on Exploring Solana's Codebase for NewChain

https://forum.makerdao.com/t/explore-a-fork-of-the-solana-codebase-for-newchain/21822

- -

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

Solana's Watershed Moment | Zeta Markets, Meteora, Hubble Protocol Sep 07, 2023

Tristan Frizza, Marius Ciubotariu and Ben Chow join us to debate if Solana has hit an inflection point that will usher in new users and use cases. We discuss the implications of Visa's Solana partnership, how Solana has changed since 2021, why people should care about Solana DeFi 2.0, go-to-market strategies, Rune's SVM fork proposal and more! Tristan, Marius and Ben are prolific Solana DeFi founders with unique insights you won't find anywhere else.

- -

Timestamps:

(00:00) Introduction

(00:31) Solana’s Inflection Point

(04:13) Building in Solana: 2021 vs 2023

(21:57) What is Solana DeFi 2.0?

(31:15) PERMISSIONLESS PLUG

(32:15) G2M: What’s Your Strategy, Who’s Your Customer

(50:01) DeFi’s Unique Value Proposition

(55:37) Rune’s Proposal to Fork the SVM + Appchains

(01:08:08) Rapid Fire

- -

Follow Marius: https://twitter.com/y2kappa

Follow Tristan: https://twitter.com/Tristan0x

Follow Ben: https://twitter.com/hellochow

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Zeta Markets

https://twitter.com/ZetaMarkets

https://docs.zeta.markets/mad-wars/intro-to-the-mad-wars

Meteora

https://twitter.com/MeteoraAG

https://www.meteora.ag/

Hubble Protocol

https://twitter.com/HubbleProtocol

https://app.hubbleprotocol.io/

Jupiter Exchange

https://twitter.com/JupiterExchange

https://jup.ag/

- -

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

Monad: The EVM at Full Throttle | Keone Hon, Kevin G Sep 05, 2023

Keone Hon and Kevin G join us to discuss how Monad is scaling the EVM. Every project in crypto right now is launching an L2 or marketing how their execution environment is better than the EVM. Monad has taken the opposite approach and is building an L1 that leverages the EVM with new optimizations like parallel execution. In this conversation, we discuss Monad's EVM optimizations, the blockchain trilemma, why Monad chose the EVM, how to launch a new L1, modular vs integrated and more!

- -

Timestamps

(00:00) Introduction

(00:32) Monad: A Parallelized L1 Leveraging the EVM

(06:01) The Blockchain Trilemma

(17:31) Monad’s Optimizations and Remaining Bottlenecks

(26:14) Jito Mid Roll

(27:18) Permissionless Plug

(28:18)Why Choose the EVM and Not Build an L2?

(31:13) The Importance of Community

(36:20) L1 Fees and Tokenomics

(41:58) Could Ethereum Implement Monad’s Optimizations?

(43:15) The Blockchain Design Landscape

(46:49) Modular vs Integrated

(49:10) Crypto’s Most Exciting Sectors

(51:54) High Fidelity DeFi

(55:21) Go-To-Market Strategy

(59:57) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Keone: https://twitter.com/keoneHD

Follow Kevin: https://twitter.com/zen_llama

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Monad

https://twitter.com/monad_xyz

https://linktr.ee/monad_xyz

- -

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

The Art of Building Products Users Love | Jeff Morris Jr. Aug 31, 2023

Jeff Morris Jr. joins us to discuss how crypto can build products users love. Jeff is a venture capitalist and product genius who previously led Tinder's Revenue team as Tinder went from $20M to $1.2B in ARR and became the #1 grossing app in the App Store. In this conversation, we cover user acquisition and branding, the power of subscription business models, how to find crypto market fit, how to take advantage of platform shifts, learnings from NBA TopShot and more!

- -

Timestamps:

(00:00) Introduction

(01:08) Venture Narrative Whiplash

(08:20) Protocols as Open-Source Software

(11:41) The Power of Subscription Business Models

(15:24) Permissionless Plug

(22:32) Using Tokens to Incentivize Users

(23:32) Does Anything in Crypto Have Product Market Fit?

(28:36) How to Make Crypto More Accessible

(34:28) Decentralization vs User Experience

(42:31) What Verticals Are Underrated in Crypto?

(45:20) Learnings from NBA TopShot

(47:39) The Difficulty of Building Consumer Products

(52:49) A Founder’s “Earned Secret”

(58:11) Platform Shifts

(01:01:50) Launching on Multiple Chains & Distribution

(01:09:19) Writing Tips & Final Takeaways

- -

Follow Jeff: https://twitter.com/jmj

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Chapter One

https://chapterone.com/

Jeff's Substack

https://jeffmorrisjr.substack.com/

- -

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

The Next Chapter for Stablecoins | Nic Carter Aug 29, 2023

Nic Carter joins us to discuss how digitized dollars are crypto's killer use case. We explore predictions for stablecoins, what people get wrong about Tether, US regulation, why L1 networks over-index on scarcity, crypto's most over/underrated sectors and more! Nic is a crypto OG, prolific writer and investor. You don't want to miss this one!

- -

Timestamps

(00:00) Introduction

(00:34) Stablecoins: Crypto Is All About Moving Dollars

(08:58) Terra’s Failed Attempt to Leverage BTC

(10:29) Delta-Neutral Stablecoins

(14:59) Tether Haters Were Wrong

(20:00) The State of US Stablecoin Regulation

(27:33) Jito Mid-Roll

(28:37) Permissionless Plug

(20:00) The State of US Stablecoin Regulation

(29:37) How Stables Impact the Value of L1 Tokens

(34:42) Why Crypto Has Become a Religion

(40:48) We’ve Overindexed on the Scarcity Features of L1 Networks

(44:44) The Value of Composability

(50:33) Crypto’s Most Overrated/Underrated Sectors

(56:33) 4 Stablecoin Predictions

(59:34) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Nic: https://twitter.com/nic__carter

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Nic Carter's Website

https://niccarter.info/

- -

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

Magic Eden: Is the 10K PFP Playbook Dead? | Zedd, Tiff and Rex Aug 24, 2023

Today we are joined by the team from Magic Eden to discuss the state of NFTs. We cover what went wrong with the 10K PFP collections, royalty fees and creator monetization, horizontal vs vertical marketplaces, Magic Eden's multichain strategy, the advantages of different L1s and more!

- -

Timestamps:

(00:00) Introduction

(00:47) Is the 10K PFP Collection Dead?

(05:26) Why Should People Care About NFTs?

(08:52) Royalty Fees and Creator Monetization

(20:47) Permissionless Plug

(21:47) Compressed NFTs on Solana

(28:49) Horizontal vs Vertical Marketplaces

(33:52) Magic Eden’s Multichain Strategy

(01:00:32) Yoot’s Migration to Polygon

(01:07:40) Rapid Fire

- -

Follow Zedd: https://twitter.com/zhuoxunyin

Follow Tiff: https://twitter.com/hausoftiffany

Follow Rex: https://twitter.com/zhouzhuojie

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Magic Eden

https://magiceden.io/

https://twitter.com/MagicEden

- -

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

The Value of Modular Blockchains | Nick White, Neel Somani Aug 22, 2023

Nick White (COO of Celestia) and Neel Somani (founder of Eclipse) join us to debate the tradeoffs of modular vs integrated blockchains. We cover the modular thesis, how Eclipse is bringing the SVM to Ethereum, the hidden costs of modularity, centralized sequencers and L2s, where value will accrue in a modular paradigm and more!

- -

Timestamps

(00:00) Introduction

(01:17) What are Modular Blockchains?

(05:02) Data Availability Explained

(08:43) Light Clients and End User Verification

(19:13) Eclipse: the SVM Rollup Provider

(20:18) Why do Rollups Need Settlement?

(25:54) Jito Mid Roll

(26:58) Permissionless Plug

(27:58) Should Celestia Enshrine a Settlement Layer?

(31:02) L2 Training Wheels

(35:21) Kyle Samani’s "The Hidden Costs of Modular Systems”

(42:30) Appchains vs Rollups

(46:11) How Eclipse is Bringing the SVM to Ethereum

(47:26) Are Centralized Sequencers Okay?

(52:56) Will Crypto Apps Have a Power Law Outcome?

(57:31) Network Effects and Value Accrual

(01:07:43) Where Will Enterprises Launch Applications?

(01:11:36) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Neel: https://twitter.com/neelsalami

Follow Nick: https://twitter.com/nickwh8te

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Celestia

https://twitter.com/CelestiaOrg

https://celestia.org/

Eclipse

https://twitter.com/EclipseFND

https://www.eclipse.builders/

- -

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

Why Crypto Governance Sucks | Chase Chapman, David Phelps Aug 17, 2023

Chase Chapman and David Phelps join us to discuss what crypto governance gets wrong. This is the most fun conversation we've had on Lightspeed yet! We cover how to make people care about governance, what's holding crypto back, the importance of onchain identity, where Balaji's network state falls short, why you can't L2 your way to PMF and more!

- -

Timestamps:

(00:00) Introduction

(01:46) What Crypto Gets Wrong About Governance

(11:56) Jokerace: Turning Governance Into Contests

(14:09) Friend.tech and Making Governance Addictive

(23:43) What’s Holding Crypto Back?

(24:43) Permissionless Plug

(30:29) The Importance of Onchain Identity

(37:57) Crypto’s Tribalism

(44:39) Critiques of Balaji’s Network State

(50:00) How Will Crypto’s Topology Play Out?

(53:55) Advancing Onchain Literacy

(56:01) You Cannot L2 Your Way to PMF

(59:23) Rapid Fire

- -

Follow Chase: https://twitter.com/chaserchapman

Follow David: https://twitter.com/divine_economy

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

David's Substack

https://davidphelps.substack.com/archive

On The Other Side (Network State episode)

https://spoti.fi/3QFj1sH

Metropolis

https://www.metropolis.space/

https://twitter.com/0xMetropolis

Jokerace

https://jokerace.xyz/

https://twitter.com/jokerace_xyz

- -

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

Drift: Can This Solana DEX Compete With Binance? | Cindy Leow, Chris Heaney Aug 15, 2023

Cindy Leow and Chris Heaney join us to discuss how Drift is building the #1 trading experience on Solana. In this episode, we cover Drift's core design and liquidity layers, the advantages of perps, why Drift built on Solana, vertical vs horizontal integration, Drift's distribution framework, what DeFi got wrong and more!

- -

Timestamps

(00:00) Introduction

(00:48) Drift: Solana’s Perpetual Swaps Exchange

(01:55) The Advantages of Perps

(04:08) The Liquidity Trifecta: Drift’s 3 Layers of Liquidity

(14:19) Drift’s End Game

(17:54) Permissionless ad

(26:40) Why Build on Solana?

(27:40) Vertical and Horizontal Integration

(31:27) Abstracting the Underlying Chain

(34:58) How Drift Approaches Distribution

(40:41) Customer Acquisition

(43:52) What DeFi Got Wrong

(54:21) Hot Takes: NFTs Fail if DeFi Fails & Mutable Contracts

(59:40) Why Are You Building in Crypto?

(01:04:47) Regulation and Building in the US

(01:07:57) Rapid Fire

- -

Follow Cindy: https://twitter.com/cindyleowtt

Follow Chris: https://twitter.com/crispheaney

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Drift

https://linktr.ee/driftprotocol

https://twitter.com/DriftProtocol

- -

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

Solana’s Ultimate Vision | Anatoly Yakovenko Aug 10, 2023

Anatoly joins us to discuss why Solana is uniquely designed to utilize ever-increasing bandwidth and compute. We cover Solana's core thesis, how blockchains benefit from hardware improvements, the fundamental flaws of L2s, Anatoly's favorite applications, decentralization and more! Anatoly is a legend, you don't want to miss this one!

- -

Timestamps

(00:00) Introduction

(01:47) Solana’s Core Thesis

(10:29) The Scaling Bottleneck

(13:43) Do All Blockchains Equally Benefit From Hardware Improvements?

(17:47) Pros and Cons of Parallel Execution

(20:56) The Realities of Decentralization

(24:32) Solana’s Design Moat

(27:57) Jito Mid Roll

(29:01) Permissionless Plug

(30:01) The Fundamental Tradeoffs of L2s

(44:43) How Should Solana Approach Business Development?

(48:33) The Role of Solana Labs and the Solana Foundation

(50:18) The Compressed NFT Opportunity

(53:54) We Need to Fix DAO Governance

(55:40) Anatoly’s Metric of Success for Solana

(58:21) Why Anatoly Hasn’t Left Crypto

(01:00:12) Why an Average Joe Would Use Solana

(01:01:58) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Endgame: Proof of Governance - Jon Charbonneau

https://www.youtube.com/watch?v=toPd1vgHjVE

- -

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

Why Solana DeFi Is Crypto's Biggest Opportunity | Ansem Aug 08, 2023

Ansem joins us to discuss why Solana DeFi is the best opportunity in crypto right now. Ansem is one of the top traders in the space who is a master of finding crypto's next narrative. In this episode, we cover the Solana opportunity, why Ansem is bullish on crypto gaming, how to think about L2s vs appchains, the closing investment opportunity, Ansem's favorite crypto applications and more!

- -

Timestamps

(00:00) Introduction

(01:18) Terminally Online

(03:28) DeFi Kingdoms and Crypto Gaming

(06:17) Is Speculation a Feature or a Bug?

(08:40) Jito ad

(09:44) Permissionless ad

(10:44) Why Ansem’s Bullish on Solana DeFi

(14:04) The Solana Thesis

(22:32) Navigating L2s, Modularity and Appchains

(25:39) Why People Should Be Watching Cosmos

(32:05) Building Great Products for New Users

(37:26) Crypto Twitter

(45:22) Today's Unique Opportunity

(52:15) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Ansem: https://twitter.com/blknoiz06

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

Ansem's Substack

https://blknoiz06.substack.com/

- -

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

Ending the Modular vs Monolithic Debate | Kyle Samani Aug 03, 2023

We're joined by Kyle Samani, the co-founder of Multicoin Capital and one of crypto's most independent thinkers. In this episode, we cover why "monolithic L1s" is a misnomer, the value of global state, how a protocol establishes moats, why DePIN is finding product-market fit, how Kyle synthesizes new ideas and more!

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Timestamps:

(00:00) Introduction

(00:34) The Modular vs Monolithic Debate

(07:43) Bootstrapping Communities

(09:17) A Case for Rollups and Appchains

(15:33) The Value of Composability and Globally Shared State

(22:22) Permissionless Plug

(23:22) Crypto’s Moats, Meat Space and the Saga Phone

(28:38) Don’t Sleep on DePIN

(45:11) Spatial Computing and New Form Factors

(53:42) Kyle’s Thinking Process

(57:49) Zero Knowledge Proof Use Cases

(01:04:21) How Kyle Cultivated His Communication Style

(01:06:03) Advice for Founders

- -

Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

- -

Follow Kyle: https://twitter.com/KyleSamani

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Multicoin Capital

https://multicoin.capital/

Unlocking Payments Over Crypto Rails

https://multicoin.capital/2022/12/08/unlocking-payments-over-crypto-rails/

Stratechery (Ben Thompson)

https://stratechery.com/

- -

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

DRiP: Crypto's Best Shot at Mainstream Adoption | Vibhu Norby Aug 01, 2023

We're joined by Vibhu Norby, the founder of DRiP, to discuss why DRiP is crypto's best shot at mainstream adoption. DRiP has already minted 18 million NFTs to 800 thousand wallets. If one crypto app has found product market fit, it's DRiP. In this episode, we cover what makes DRiP unique, what crypto should learn from the gaming industry, how creators can leverage DRiP, the future of NFTs, how DRiP will forever change Solana and more!

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Timestamps

(00:00) Introduction

(01:15) What Makes DRiP Unique?

(11:34) DRiP’s Insane Growth

(14:28) Community Pushback and FUD

(17:49) How Gaming Inspired DRiP

(22:09) Learnings from Working with Tony Fadell

(26:16) Jito Promo

(27:16) Permissionless Promo

(28:19) Why Vibhu Doesn’t Like Curation

(30:54) How Can Lightspeed Leverage DRiP?

(33:17) Tracking and Attribution on DRiP

(36:46) DRiP’s Business Model

(39:19) Predicting the Future of NFTs

(42:21) Why DRiP is Only on Solana

(44:48) How DRiP Will Onboard Millions of Users to Solana

(48:58) Competition, Products vs Distribution & Building in Web3

(01:01:36) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Vibhu: https://twitter.com/vibhu

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

DRiP

https://linktr.ee/drip.haus

https://twitter.com/drip_haus

DRiP analytics dashboard

https://analytics.topledger.xyz/tl/public/dashboards/7XqwqSZ3r7aYD5EVBwd67VHQ3Y1pXrq0agQptxuU

- -

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

Compressed NFTs: Solana's Secret to Mass Adoption | Tensor's Co-founders Jul 27, 2023

In today's episode, we're joined by Ilja Moisejevs and Richard Wu to discuss how Tensor is building the #1 NFT marketplace in Solana and why compressed NFTs are Solana's new unlock. We cover why Ilja and Richard chose Solana, the advantages of professional vs retail products, compressed NFTs, Tensor's roadmap, crypto's path to mass adoption and more!

- -

Timestamps:

(00:00) Introduction

(00:20) Tensor: NFT Trading for Prosumers

(04:28) Why Build NFT Infrastructure?

(07:57) How Did You Choose to Build on Solana?

(12:31) Path Dependency: Expanding From Pros to Retail

(15:19) Competition

(18:57) Loyalty Points and Hyperscaling

(21:07) Compressed NFTs: The Unlocks and Tradeoffs

(36:23) Permissionless Ad

(37:23) Tensorians: Tensor’s NFT Project

(44:20) Tensor’s Roadmap and Owning the User Relationship

(50:32) What You’ve Learned as a Founder

(01:02:47) Rapid Fire

- -

Follow Richard: https://twitter.com/0xrwu

Follow Ilja: https://twitter.com/_ilmoi

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Tensor

https://twitter.com/tensor_hq

https://linktr.ee/tensor_hq

- -

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

Balaji Srinivasan: Crypto Networks, Sovereignty and Decentralization with Akshay BD Jul 25, 2023

In today's episode, we're joined by Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode of Lightspeed, this is it. We discuss if crypto is a bet on tech or financial collapse, blockchain infrastructure ideologies, Balaji's Network State, how to build effective communities, the future of open source, combatting tribalism and more!

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Timestamps:

(00:00) Introduction

(03:01) Is Crypto a Bet on Tech or Financial Collapse?

(08:04) Appchains vs Monolithic vs Modular Ideology

(13:07) Why Akshay Joined the Solana Community

(14:49) Jito Promo

(15:54) Permissionless Promo

(16:54) The Network State

(31:21) Market Depth and the Overton Window

(37:25) How to Build Effective Communities

(43:43) Three Ways to Align People

(50:11) How to Combat Tribalism

(01:03:54) Crypto has PMF, Regulation is Holding it Back

(01:14:57) Will Centralized Companies Embrace Open Source?

(01:17:28) Advice for Startup Founders

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Balaji: https://twitter.com/balajis

Follow Akshay: https://twitter.com/akshaybd

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

The Network State

https://thenetworkstate.com/

The Network State (Balaji, Estonia 2015)

https://teleport.org/blog/2015/07/the-network-state/

Software is Reorganizing the World (Balaji, 2011)

https://www.wired.com/2013/11/software-is-reorganizing-the-world-and-cloud-formations-could-lead-to-physical-nations/

The Secret Document That Transformed China

https://www.npr.org/sections/money/2012/01/20/145360447/the-secret-document-that-transformed-china

SuperTeam

https://superteam.fun/

https://twitter.com/SuperteamDAO

- -

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

Solana Defi 2.0: The Comeback | Jarry Xiao, Lucas Bruder, MacBrennan Peet Jul 20, 2023

Solana DeFi is having a resurgence, and Solana DeFi Summer is a narrative that's starting to emerge. What's the catalyst behind this resurgence, and is it sustainable? We bring on Jarry Xiao, Lucas Bruder and MacBrennan Peet to find out. We discuss why Solana DeFi is seeing a resurgence, token incentives, CLOBS vs AMMs, metrics that define a healthy ecosystem, what's next for Solana DeFi, liquid staking and more.

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Timestamps:

(00:00) Introduction

(01:15) What’s Going on in Solana DeFi?

(05:02) Token Incentives and Points

(14:24) What Will Spark Solana's DeFi Summer?

(15:56) Capital Efficiency: CLOBS vs AMMs

(16:13) Is Solana a Consumer or Professional DeFi Chain?

(25:46) The Best Metrics to Evaluate a DeFi Ecosystem

(34:49) Jito Liquid Staking ad

(35:55) Permissionless ad

(36:55) Understanding Risk and Avoiding Crazy APYs

(41:08) What’s Next for Solana DeFi?

(44:10) Building on Solana vs L2s

(50:41) Applications vs L1s: Who Owns the User Mindshare?

(53:12) Who Will Use DeFi?

(56:23) Your Most Controversial Crypto Take

(01:09:09) Rapid Fire

- -

This episode is brought to you by Jito.

Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!

- -

Follow Lucas:https://twitter.com/buffalu__

Follow Jarry: https://twitter.com/jarxiao

Follow MacBrennan: https://twitter.com/macbrennan

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Jito

jito.network

https://bit.ly/3K3TKnC

MarginFi

https://www.marginfi.com/

https://twitter.com/marginfi

Ellipsis Labs

https://ellipsislabs.xyz/

https://twitter.com/ellipsis_labs

Phoenix

https://twitter.com/PhoenixTrade_

- -

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

What Crypto Wallets Get Wrong | Armani Ferrante Jul 18, 2023

Welcome to the first episode of Lightspeed! Armani Ferrante joins Garrett and Mert to discuss what crypto wallets get wrong. Armani is a product genius and the founder behind Anchor, Backpack, xNFTs and Mad Lads. In this episode, we cover the innovations behind Backpack and xNFTs, why demand generation is everything, if projects should go multichain, how to build a community, why Armani decided to build on Solana, why most apps will launch their own chain and more!

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Timestamps:

(00:00) Introduction

(00:48) Wallets: The Gateway to Crypto

(04:01) Backpack: The Wallet’s iPhone Moment

(10:25) A Focus on Product vs Distribution

(16:19) Should Projects Go Multichain?

(18:52) How Backpack Thinks About Distribution

(21:52) Permissionless Ad

(23:09) xNFTs vs Native Apps

(25:00) Why Choose Solana?

(35:38) Metaplex and Why Neutral Standards Matter

(39:05) Why Armani Loves the Cosmos Vision

(48:47) Work-Life Balance & In-Person vs Remote

(55:46) Leadership Lessons from Building Backpack

(59:44) Rapid Fire Segment

- -

Follow Armani: https://twitter.com/armaniferrante

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources

Backpack

https://twitter.com/xNFT_Backpack

Mad Lads

https://www.madlads.com/

https://twitter.com/MadLadsNFT

Anchor

https://www.anchor-lang.com/

https://twitter.com/anchorlang

Coral

https://www.coral.community/

https://twitter.com/0xCoral

- -

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

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