Lightspeed

Latest Episodes:

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

Show notes

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

Show notes

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

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

(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.

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

Show notes

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

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

(01:41) 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.

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

Show notes

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

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

(02:21) 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.

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

Show notes

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

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

(01:15) 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

Show notes

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

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

(01:32) 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

Show notes

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

Use Code LIGHTSPEED10 for 10% off your ticket to Permissionless III: 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) 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

Show notes

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

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

(04:22) 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

Show notes

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

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

(01:54) 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

Show notes

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

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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected