Lightspeed

Latest Episodes:

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

Show notes

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.

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(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

Show notes

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

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(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.

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

Show notes

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

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

(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.

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

Show notes

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

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

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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

(01:20) 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.

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

Show notes

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.

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

Show notes

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

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.

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

Show notes

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!

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

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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

Show notes

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

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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

(01:40) 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.

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

Show notes

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.

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

Show notes

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

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