Lightspeed

Latest Episodes:

Solana's Ultimate Vision | Anatoly Yakovenko Nov 09, 2024

Show notes

Gm! This week, we're joined by Anatoly Yakovenko Co-Founder of Solana Labs. We deep dive into Solana transaction fee's, how to remain competitive within crypto, SOL inflation, competing with Apple & Google, does Solana have a moat & so much more. Enjoy!

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

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

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

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.

Buy now on Ledger.com.

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

(00:00) Introduction

(01:51) Solana's Transaction Front Running

(06:37) Solana Fee Markets

(10:18) Composability At Scale

(12:50) Competing With L2s

(19:43) Ledger Ad

(20:20) Synchronous Composability

(21:59) Validators

(27:06) Solana Inflation

(29:16) How Does Solana Compete?

(32:31) Execution Is A Moat

(35:36) Firedancer

(40:47) Solana Mobile

(45:25) Competing With Apple & Google

(47:04) L1 Business Models

(49:49) Solana Bandwidth

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 Intersection Of Crypto & AI | Andrej Radonjic Nov 05, 2024

Show notes

Gm! This week, Andrej Radonjic joins the show to discuss the recent Grass airdrop, how crypto can help fix the internet, the intersection of AI & crypto & much more. Enjoy!

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Follow Andrej: https://x.com/0xdrej

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

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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

(02:08) - Airdrop Takeaways

(11:35) - Web Scraping

(18:38) - Sei Ad

(19:04) - DePiN & Grass Data Capacity

(27:54) - Token Demand & Utility

(30:36) - Training AI Models

(33:56) - Can Crypto Fix The Internet?

(37:14) - Monetizing AI

(40:04) - Building On Solana

(42:55) - Rollups

(45:30) - What's Next For Grass?

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

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

Show notes

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/

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.

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

Show notes

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/

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.

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

Show notes

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/

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.

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

Show notes

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!

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.

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

Show notes

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!

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

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.

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

Show notes

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!

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.

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

Show notes

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!

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

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

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

Show notes

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!

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

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