Lightspeed

Latest Episodes:

This Is How Solana Wins With Lucas Bruder Aug 01, 2025

Show notes

Gm! This week we're joined by Lucas Bruder to discuss BAM. We deep dive into the Jito origin story, what is BAM, toxic order flow, improving speed on Solana, Jito's impact on Solana & more. Enjoy! -- Follow Lucas: https://x.com/buffalu__ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:41) The Jito Origin Story

(07:26) Katana Ad

(08:23) What Is BAM?

(16:31) What Are TEEs?

(20:55) Toxic Flow & Speed On Solana

(27:04) Can Perp DEXs On Solana Compete With Hyperliquid?

(31:56) Katana Ad

(32:55) What’s The Timeline For BAM?

(41:15) The Jito DAO

(45:52) Jito’s Impact On Solana

(51:03) BAM Nodes

(54:42) What’s The End Game For 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.

The State Of Solana With Carlos Gonzalez Campo Jul 29, 2025

Show notes

Gm! This week we're joined by Carlos Gonzalez Campo to discuss the current state of crypto markets. We deep dive into can ETH continue to outperform SOL, an update on REV, stablecoin network effects, what is BAM & more. Enjoy! -- Follow Carlos: https://x.com/0xcarlosg Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx--Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:50) State Of The Market

(06:36) Katana Ad

(07:34) Will ETH Continue To Outperform SOL?

(16:14) Stablecoin Network Effects

(19:03) An Update On REV

(22:19) What Is BAM?

(27:44) Katana Ad

(28:43) Sandwich Attacks

(32:36) Increasing Solana’s Block Limit

(36:59) Is There A Risk To Validator Centralisation?

(42:22) The Rise Of Crypto Treasury Companies

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

The State Of Firedancer, Building Thru & How To 10x Performance | Liam Heeger Jul 25, 2025

Show notes

Gm! This week we're joined by Liam Heeger to discuss his journey to building Thru. We deep dive into the state of Firedancer, is Solana too decentralized, how to 10x performance, competing as an L1 & more. Enjoy!

Follow Liam: https://x.com/CantelopePeel

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

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

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

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

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

(00:00) Introduction

(01:29) The State Of Firedancer

(04:13) Is Solana Too Decentralized?

(06:41) What Is Thru?

(16:57) Validators & Block Producers

(20:15) How To Reduce Network Spam

(24:13) How To Optimize Network Performance?

(30:10) Block Producers

(33:03) Will Thru Have A Token?

(35:46) How To 10x L1 Performance

(40:45) How To Compete As An L1?

The Truth Behind Crypto Market Makers | Matt Jobbé-Duval Jul 22, 2025

Show notes

Gm! This week we're joined by Matt Jobbé-Duval to discuss the state of crypto markets making. We deep dive into TradFi vs crypto market makers, how are deals structured, how to improve transparency, TGE price discovery & more. Enjoy! -- Follow Matt: https://x.com/Mattjob1 Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:29) Understanding Crypto Market Making

(03:03) TradFi vs Crypto Market Structure

(13:30) How Market Maker Deals Are Structured?

(19:32) What Is Active Market Making?

(29:56) Does Active Market Making Work?

(44:34) TGE Price Discovery

(52:11) Market Making Transparency

(58:28) Takeaways From Solana’s ICO

Breaking Down the PUMP Launch Jul 18, 2025

Show notes

In this episode, we discuss the launch of the PUMP token! We dive into price discovery on Hyperliquid, investor participation, ICO implications, revenue-sharing models, PumpFun’s acquisition strategy, competition with Bonk and Raydium, and predictions for post-launch valuation. Thanks for tuning in!

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

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

Follow Carlos: https://x.com/0xcarlosg

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

Follow Ryan: https://x.com/_ryanrconnor

Follow Danny: https://x.com/defi_kay_

Follow Boccaccio: https://x.com/salveboccaccio

Follow Blockworks Research: https://x.com/blockworksres

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

(00:00) Introduction

(01:09) Takeaways From PumpFun’s ICO

(09:19) Katana Ad

(10:17) PUMP Incentives

(23:59) Katana Ad

(24:58) ICO Funding Sources

(31:35) PUMP Price Action

(45:18) PumpFun vs Bonk & Raydium

(53:04) PumpFun’s Acquisition Strategy

(01:02:21) PUMP Predictions

Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Jump Crypto: The State Of Firedancer | Michael McGee Jul 15, 2025

Show notes

Gm! This week we're joined by Michael McGee to discuss the current state of Firedancer. We deep dive into how to improve Solana, the future of blockchain design, Firedancer's TPS improvements, Alpenglow's impact on Solana & more. Enjoy! --

Follow Jump: https://x.com/jump_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Overview of Firedancer

(05:14) Frankendancer & Agave

(10:00) Katana Ad

(10:59) Impact of Alpenglow

(15:36) TPS & Performance Metrics

(24:59) Compute Unit Limit

(29:36) Validator Behavior

(33:23) Katana Ad

(34:21) Areas for Improvement in Solana

(45:33) US Equities Market Structure

(51:24) Stake Delegation Program

(57:08) Infinite Mint Bug Risk

(01:08:45) Future of Blockchain Design

(01:14:14) Final Thoughts

Is Pump Fun's Token Launch Bullish For Solana? Jul 10, 2025

Show notes

Gm! This week we're joined by Blockworks Research to discuss the announcement of Pump's $4B TGE announcement. We deep dive into Pump's strategy, the launchpad wars, should crypto apps build mobile first & is this bullish or bearish for the Solana trenches. Enjoy! -- Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:00) Pump Fun’s ICO Is Confirmed

(11:10) Katana Ad

(12:10) Pump Fun’s Strategy

(21:58) Is Pump Fairly Priced?

(25:35) The Launchpad Wars

(34:04) What’s Next For Airdrops?

(37:21) Who Are Pump’s Main Competitors?

(43:04) Katana Ad

(44:03) Should Crypto Apps Build Mobile First?

(48:59) Is Pump’s TGE Bullish For Solana?

(01:07:50) Final Thoughts

How Hivemapper Will Compete With Google Maps | Ariel Seidman Jul 08, 2025

Show notes

Gm! This week we're joined by Ariel Seidman to discuss everything happening with Hivemapper in 2025. We deep dive into the Hivemapper origin story, how to monetize as a DePIN network, how to attract more builders to crypto, partnering with robotaxi companies & more. Enjoy!

Follow Ariel: https://x.com/aseidman

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

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

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

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.

SOL lovers, grab your Ledger Flex Solana Edition now at:

https://ecommerce-shop-frontend.stg.ldg-tech.com/products/ledger-flex-solana-edition-sol-eligibility

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

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 Hivemapper Origin Story

(07:08) How Does Google Maps Monetize?

(11:43) Katana Ad

(12:36) Ledger Ad

(13:06) Partnering With Robotaxi Companies

(20:34) How Does Hivemapper’s Data Collection Compare To Tesla?

(22:31) What Is Bee?

(25:02) Katana Ad

(25:55) Ledger Ad

(26:25) Launching With A Token vs U.S Dollars

(30:03) The Evolution Of DePIN

(32:09) Do DePIN Networks Need Tokens?

(38:58) Do Subscription Models Work For DePIN Networks?

(46:35) Integrating AI With Hivemapper

(53:19) How To Attract More Builders To Crypto?

How To Improve Solana's Market Structure | Eugene Chen Jul 05, 2025

Show notes

Gm! This week we're joined by Eugene Chen to discuss how to improve Solana's market structure. We deep dive into what Eugene is building with Atlas, Phoenix & SolFi, how to improve market making in crypto, MEV on Solana, how to build a great product & more. Enjoy!

Follow Eugene: https://x.com/0xShitTrader

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

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

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

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

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

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

SOL lovers, grab your Ledger Flex Solana Edition now at:

https://ecommerce-shop-frontend.stg.ldg-tech.com/products/ledger-flex-solana-edition-sol-eligibility

(00:00) Introduction

(03:24) What Is Atlas?

(06:39) Multiple Concurrent Leaders

(09:21) How To Improve Market Making In Crypto

(13:58) Katana Ad

(14:50) Ledger Ad

(15:20) How To Optimize Phoenix?

(23:00) Does Decentralization Matter?

(27:36) MEV On Solana

(28:29) Katana Ad

(28:59) Ledger Ad

(34:58) How To Build A Great Product In Crypto

(39:06) SolFi: Solana’s Premier Liquidity Source

(44:05) Improving Solana’s Market Structure

(47:39) Sandwiching On Solana

(52:17) Final Thoughts

a16z's Crypto Thesis With Ali Yahya Jul 01, 2025

Show notes

Gm! This week we're joined by Ali Yahya to discuss the state of crypto in 2025. We deep dive into crypto venture in 2025, the Solana thesis, stablecoins, funding apps vs infra & more. Enjoy!

Follow Ali: https://x.com/alive_eth

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

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

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

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.

Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

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

(00:00) Introduction

(06:44) a16z’s Crypto Thesis

(14:23) Katana Ad

(15:23) The State Of Crypto VC

(20:20) Investing On Short vs Long Term Timeframes

(27:55) The Solana Thesis

(32:03) Katana Ad

(33:02) Stablecoins

(39:20) Worldcoin

(44:33) Investing In Apps vs Infra

isclaimers: 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.

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