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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:
    Why This Early Solana Investor Is Still All In | Viktor Fischer Oct 10, 2025
    Show notes

    Gm! This week Viktor Fischer joins the show to discuss his journey to investing in Solana in the early days to today. We deep dive into what gave Viktor conviction to buy Solana in 2018, how the thesis has evolved ever since, DoubeZero, crypto treasury vehicles, Solana DeFi & more. Enjoy!

    --

    Follow Viktor: https://x.com/viktorfischer

    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

    --

    Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: ⁠https://blockworks.co/event/digital-asset-summit-2025-london⁠

    --

    Katana directs chain revenue back to DeFi users for consistently higher yields.


    It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: ⁠https://app.katana.network/?utm_source=BW-Pod⁠

    --

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

    --

    (00:00) Introduction

    (03:05) The Solana Origin Story

    (11:33) Katana Ad

    (12:35) The L1 Debate Is Over

    (17:06) RockawayX’s Updated Solana Thesis

    (27:59) What’s The Endgame For Solana?

    (31:17) Katana Ad

    (32:20) Tokenization & Bringing Assets Onchain

    (43:17) Crypto Treasury Vehicles, mNAVs & Solana DeFi

    (50:54) DoubleZero

    (01:01:00) Frankendancer

    (01:02:21) Pump Fun

    --

    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 Ultimate Solana Thesis With Michael Marcantonio Oct 07, 2025
    Show notes

    Gm! This week Michael Marcantonio joins the show to discuss the future of Solana & DeFi. We deep dive into Michael's thesis for internet capital markets, Solana's decentralized Nasdaq end state, the role of DATs in DeFi, the Galaxy business model & more. Enjoy!

    --

    Follow Michael: https://x.com/marcryptonio

    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

    --

    Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

    --

    Katana directs chain revenue back to DeFi users for consistently higher yields.


    It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

    --

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

    (0:00) Introduction

    (1:59) The Ultimate Solana Thesis

    (5:27) DeFi At Galaxy

    (7:21) Solana's Decentralized Nasdaq Thesis

    (12:32) Katana Ad

    (13:35) Forward Industries & Solana DATs

    (34:22) Integrating DeFi With Solana DATs

    (42:18) Internet Capital Markets

    (52:51) Katana Ad

    (53:54) The Rise of Prop AMMs

    (1:04:33) The Galaxy Business Model & Launching GalaxyOne

    (1:12:11) L1s, L2s & Scalability

    (1:27:40) What Does Solana Need To Improve? -- 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.


    Privy CEO: Why Did Stripe Acquire Privy? | Henri Stern Oct 03, 2025
    Show notes

    Gm! This week Henri Stern joins the show to discuss why Stripe acquired the wallet infrastructure company Privy. We deep dive into Stripe's crypto strategy, crypto payments, Henri's Solana thesis, what does crypto need to improve & more. Enjoy!

    --

    Follow Henri: https://x.com/henri_stern

    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

    --

    Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

    --

    Katana directs chain revenue back to DeFi users for consistently higher yields.


    It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

    --

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

    --

    (00:00) Introduction

    (03:03) Why Did Stripe Acquire Privy?

    (11:22) Katana Ad

    (12:24) Behind Stripe’s Crypto Strategy

    (19:07) Are Crypto Payment Rails Actually Better?

    (25:55) The Solana Thesis

    (38:08) Katana Ad

    (39:11) The Business Behind Crypto Wallets

    (47:38) What Does Crypto Need To Improve?

    (57:36) Agentic Payments

    --

    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.


    Solana Gets Even Faster With Robin A. Nordnes Oct 01, 2025
    Show notes

    Gm! This week Robin A. Nordnes joins the show to discuss Raiku's most recent $13.5m raise. We deep dive into what is Raiku, transaction landing on Solana, why Robin moved from the Ethereum ecosystem to Solana & more. Enjoy!

    --

    Follow Robin: https://x.com/degenroot

    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

    --

    Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

    --

    Katana directs chain revenue back to DeFi users for consistently higher yields.


    It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

    --

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

    --

    (00:00) Introduction

    (05:34) Moving From Ethereum To Solana

    (13:00) Katana Ad

    (14:03) What Is Raiku?

    (18:20) How Are Pre Confirmations Decided?

    (24:05) Validator Economic Incentives

    (28:34) Validator Revenue

    (36:17) Will Raiku Launch A Token?

    (37:52) Katana Ad

    (38:55) Transaction Landing On Solana

    (46:38) Local Fee Markets

    --

    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 Solana, Frankendancer & Crypto's Bullish Catalyst's | Ian Unsworth Sep 26, 2025
    Show notes

    Gm! This week Ian Unsworth joins the show for a roundup of the latest Solana news. We deep dive into crypto's bullish catalysts in 2025/26, the state of markets, what's next for Frankendancer, stablecoins on Solana & more. Enjoy!

    --

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

    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

    --

    Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

    --

    Katana directs chain revenue back to DeFi users for consistently higher yields.


    It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

    --

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

    --

    (00:00) Introduction

    (06:05) Solana’s Largest Treasury Company: Forward Industries

    (15:20) Katana Ad

    (16:22) Is There Another Bull Catalyst For Crypto?

    (24:01) Stablecoins On Solana

    (30:42) Katana Ad

    (31:45) What Is Fogo?

    (42:10) Pump Fun

    (53:19) Frankendancer

    (57:34) Jito Token Value Accrual

    --

    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 Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang Sep 23, 2025
    Show notes

    Gm! This week Cosmo Jiang joins the show to discuss Pantera's latest Solana treasury company, Helius. We deep dive into why Pantera is so bullish on Solana—with over $1 billion in disclosed SOL holdings—how to structure a DAT deal, what’s next for Helius, and more. Enjoy!

    --

    Follow Cosmo: https://x.com/cosmo_jiang

    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

    --

    Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

    --

    Katana directs chain revenue back to DeFi users for consistently higher yields.


    It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

    --

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

    --(00:00) Introduction

    (06:49) Katana Ad

    (07:51) Why Pantera Launched Helius

    (21:09) Why Should DATs Trade At A Premium To NAV?

    (29:02) Katana Ad

    (30:04) The Helius Acquisition Strategy

    (32:09) The Role Of DATs On Crypto Foundations

    (39:02) What’s Next For Helius?

    (43:38) Structuring DAT Deals

    (48:07) Final Thoughts

    --

    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 Future Of Onchain Capital Markets Is On Solana | Chris Chung Sep 19, 2025
    Show notes

    Gm! This week Chris Chung joins the show to discuss Titan's recent $7m seed round. We deep dive into what's next for Titan, building on Solana, the future of onchain capital markets, the state of DEX aggregators on Solana & more. Enjoy!

    --

    Fowllow Chris: https://x.com/realRockyChung

    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

    --

    Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

    --

    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.

    --

    Katana directs chain revenue back to DeFi users for consistently higher yields.


    It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

    --

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

    --

    (00:00) Introduction

    (02:26) What Is Titan?

    (04:58) How To Get The Best Price For Users?

    (09:49) The Titan Origin Story

    (12:10) Katana Ad

    (13:12) Onchain Capital Markets Built On Solana

    (15:22) The Titan Business Model

    (19:43) The State Of DEX Aggregators On Solana

    (26:44) The Ultimate Vision For Titan

    (28:27) Katana Ad

    (29:30) The Rise Of Prop AMMs

    (40:04) The Impact Of Alpenglow

    (43:14) The Future Of Internet Capital Markets

    --

    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.


    Collector Crypt: Onchain Capital Markets On Solana | Tuomas Holmberg Sep 16, 2025
    Show notes

    Gm! This week Tuomas Holmberg joins the show to discuss the future of onchain collectibles. We deep dive into what is Collector Crypt, finding product market fit, building on Solana, integrating with DeFi, the future of onchain marketplaces & more. Enjoy!

    --

    Follow Tuom: https://x.com/TuomHolmberg

    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

    --

    Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

    --

    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.

    --

    Katana directs chain revenue back to DeFi users for consistently higher yields.


    It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

    --

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

    --

    (00:00) Introduction

    (01:43) What Is Collector Crypt?

    (13:25) Katana Ad

    (14:27) Finding PMF & Building On Solana

    (21:24) Integrating With DeFi

    (25:00) Creating Accurate Pricing Data

    (28:30) Katana Ad

    (29:32) Collector Crypt’s Gacha Machine

    (42:17) Airdrops

    (54:31) Will Collector Crypt Roll Out Livestreaming?

    --

    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.


    Sanctum Founder: Solana's Liquid Staking Future | FP Lee Sep 12, 2025
    Show notes

    Gm! This week FP Lee joins the show to discuss the next chapter of Sanctum. We deep dive into the future of liquid staking on Solana, LST market share, how does Sanctum generate revenue, the impact of DATs in DeFi & more. Enjoy! -- Follow FP: https://x.com/soleconomist 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 -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- 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. -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    --

    (00:00) Introduction

    (03:32) The Sanctum Business Model

    (07:22) LST Market Dominance

    (11:23) Katana Ad

    (12:16) Eigenlayer Ad

    (13:15) Sanctum: The Clearing House For Staked SOL

    (16:29) Sanctum’s Thesis On LSTs

    (19:49) Execution Risk

    (23:32) The Future Of Liquid Staking On Solana

    (29:32) The Role Of Jito

    (33:02) Katana Ad

    (33:54) Eigenlayer Ad

    (34:55) A New Era For Sanctum

    (38:35) How Does Sanctum Generate Revenue?

    (41:27) Are DATs A New Catalyst For DeFi?

    (44:35) Futarchy

    (50:45) Crypto’s Token Incentives

    (53:47) Final Thoughts

    --

    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.


    SEC Commissioner: A New Era For Crypto In The U.S | Hester Peirce Sep 09, 2025
    Show notes

    Gm! This week Hester Peirce joins the show to discuss the current state of crypto regulation. We deep dive into the SEC's current outlook on regulation, the crypto task force initiative, tokenization, what Hester wants to achieve at the SEC & more. Enjoy!

    --

    Follow Hester: https://x.com/HesterPeirce

    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

    --

    Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

    --

    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.

    --

    Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking.


    Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/

    --

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

    --

    (00:00) Introduction

    (01:42) Working With The CFTC

    (08:06) Is Hester On Crypto Twitter?

    (10:57) Katana Ad

    (11:48) Eigenlayer Ad

    (12:49) Crypto Innovation vs Regulation

    (22:12) Regulatory Clarity In 2025

    (35:26) Katana Ad

    (36:16) Eigenlayer Ad

    (37:18) The Crypto Task Force

    (43:39) Liquid Staking

    (46:06) Tokenized Equities

    (50:55) What Hester Wants To Achieve At The SEC

    --

    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.


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