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    Business

    Lightspeed

    Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It’s a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.

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    Latest Episodes:
    How SVM Adoption Impacts the Solana Thesis | Joe McCann, Mike Dudas Sep 26, 2023
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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

    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


    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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
    Show notes

    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.


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