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Solana's Next Big Catalyst | Brandon Potts Sep 09, 2025

Show notes

Gm! This week Brandon Potts joins the show to discuss Solana's next catalyst. We deep dive into the state of Solana, DeFi 2.0, the impact of institutions on crypto markets, are ETFs & DATs underpriced by the market & more. Enjoy!

Follow Brandon: https://x.com/b_potts23

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

(03:47) The State Of Solana

(05:57) Will DATs & ETFs Be SOL’s Next Catalyst?

(19:04) Katana Ad

(19:56) Eigenlayer Ad

(20:57) Does Onchain Activity Matter For Token Price?

(30:21) Stablecoins & DeFi 2.0

(37:43) Katana Ad

(38:34) Eigenlayer Ad

(39:36) Crypto’s Value Proposition

(54:25) How Does Solana Compete With Alt L1’s?

(59:20) The Solana End Game

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 DeFi Summer Is Coming | Sang Kim Sep 02, 2025

Show notes

Gm! This week Sang Kim joins the show to discuss Fragmetric & the future of Solana DeFi. We deep dive into generating yield, the role of DATs in the SOL ecosystem, the crypto industry in Korea & more. Enjoy!

Follow Sang: https://x.com/sangdotsol

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.

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

(02:19) What Is Fragmetric?

(09:13) How Does Fragmetric Generate Yield?

(14:38) Katana Ad

(15:30) Eigenlayer Ad

(16:31) Are DATs Bullish For Solana DeFi?

(22:20) Which DATs Will Benefit From DeFi Strategies

(29:34) Katana Ad

(30:26) Eigenlayer Ad

(31:27) Crypto In Korea

(42:18) Lessons Post TGE

(50:00) What’s Next For Fragmetric?

Are DATs Bullish For Solana? | Carlos Gonzalez Campo Aug 29, 2025

Show notes

Gm! This week Carlos Gonzalez Campo joins the show to discuss the latest SOL DAT announcements. We deep dive into the impacts of DATs, VanEck's JitoSOL ETF filing, the launchpad wars & more. Enjoy!

Follow Carlos: https://x.com/0xcarlosg

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

Blockworks Careers: https://blockworks.co/careers

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.

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

(04:31) More Solana DATs Are Coming

(12:31) Katana Ad

(13:22) Eigenlayer Ad

(14:23) How To Make A DAT Successful On Solana

(23:09) VanEck Files A JitoSOL ETF

(28:45) Alpenglow: Solana’s 100x Improvement

(37:29) Katana Ad

(38:27) Eigenlayer Ad

(39:22) The Launchpad Wars

(51:09) Prop AMMs

Prop AMMs Are Solana's Biggest DeFi Innovation | Chris Hermida Aug 29, 2025

Show notes

Gm! This week Chris Hermida joins the show to discuss the rise of prop AMMs & their impact on Solana. We deep dive into what are prop AMMs, how do they actually work, why order flow is so important & more. Enjoy!

Follow Chris: https://x.com/hermidao1

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.

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

(03:07) What Are Prop AMMs?

(09:46) Katana Ad

(10:37) Eigenlayer Ad

(11:32) AMM Adoption On Solana

(23:27) How Do Prop AMMs Actually Work?

(25:50) How Will Prop AMMs Impact Solana DeFi?

(32:55) Katana Ad

(33:47) Eigenlayer Ad

(34:48) Why Order Flow Is So Important

(46:38) Liquidity & Volume Onchain

(51:27) Final Thoughts

The Future Of DeFi On Solana | Kash Dhanda & Samyak Jain Aug 22, 2025

Show notes

Gm! This week Kash Dhanda & Samyak Jain join the show to discuss the announcment of Jupiter Lend. We deep dive into Jupiter's partnership with Fluid, the future of DeFi, Jupiter's ultimate vision & more. Enjoy!

Follow Kash: https://x.com/kashdhanda

Follow Samyak: https://x.com/smykjain

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

Lightspeed surveyed over 50 crypto pros on what they think about Solana tokens over the next twelve months — are they bullish or bearish - https://lightspeed-4bed7b.beehiiv.com/c/solana-token-survey

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

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

(00:00) Introduction

(02:33) Partnering With Fluid

(08:56) What Is Jupiter Lend?

(11:58) Katana Ad

(12:56) What Is Fluid?

(17:19) Launching Fluid On Solana

(21:39) Partnering vs Acquisition

(26:44) Launching With Liquidity Incentives

(28:02) Katana Ad

(29:00) Jupiter’s Ultimate Vision

(37:31) The Future Of Borrow/Lend

(41:42) The Future Of DeFi

(45:45) The Future Of Perps

(50:49) The Jupiter End Game

(53:33) What’s Next For Fluid?

SOL Needs More Than DAT | Anna Yuan Aug 19, 2025

Show notes

Gm! This week Anna Yuan joins the show to discuss why Solana needs a DAT strategy. We deep dive into what the Solana ecosystem can learn from Bitcoin & Ethereum, the role of a DAT, does Solana need a narrative & more. Enjoy! -- Follow Anna: https://x.com/gizmothegizzer 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 -- SOL needs more than DAT: https://x.com/gizmothegizzer/status/1950255338155843845 -- 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. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(01:44) Why Are Other DATs Larger Than Solana’s?

(07:24) Should All Projects Have DATs?

(10:58) Katana Ad

(11:56) The Solana DAT Playbook

(22:54) Do DATs Need A Michael Saylor?

(29:08) The Role Of A Solana DAT

(35:08) Katana Ad

(36:06) The Bitcoin & Ethereum Thesis vs Solana

(40:15) Does Solana Need A DAT?

(47:06) Are Memecoins Negative For Solana?

(52:00) The Solana DAT Strategy

Solana's Breakout DeFi Lending Protocol | Mary Gooneratne Aug 15, 2025

Show notes

Gm! This week, Mary Gooneratne joins the show to discuss the current state of Solana DeFi lending. We deep dive into how to compete as a DeFi lender, building on Solana, the future of Loopscale & more Enjoy! -- Follow Mary: https://x.com/marygooneratne 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. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

(00:00) Introduction

(00:50) What Is Loopscale?

(03:41) The Evolution Of Crypto Lending

(11:27) Katana Ad

(12:25) Building On Solana

(14:42) Transaction Ordering

(16:40) Behind Loopscale’s Oracle Attack

(22:36) How To Compete In DeFi Lending?

(28:06) What Can Loopscale Unlock In DeFi?

(37:45) Katana Ad

(38:38) Crypto UX

(41:10) The State Of DeFi Lending

(47:39) The Solana DeFi Roadmap

(55:44) What’s Next For Loopscale?

The Next Chapter For Phantom | Brandon Millman & Sam Rosenblum Aug 12, 2025

Show notes

Gm! This week, Brandon Millman & Sam Rosenblum join the show to discuss what's next for Phantom. We deep dive into the state of Solana DeFi, the super-app vision, crypto's IPO window, growing through acquisition & more. Enjoy!

Follow Brandon: https://x.com/BChillman

Follow Sam: https://x.com/sjrosenblum

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.

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

(00:00) Introduction

(01:40) The State Of Solana DeFi

(08:46) The SuperApp Vision

(10:33) Katana Ad

(11:31) Onchain Equities

(14:57) Partnering With Hyperliquid

(19:58) Owning The End User

(24:00) Phantom’s M&A Strategy

(32:10) How To Make Successful Acquisitions

(35:49) Katana Ad

(36:48) Is Phantom Considering An IPO?

(43:23) Phantom’s Next Chapter

(56:20) Advice For Founders

The Solana Seeker Phone Is Here | Emmett Hollyer Aug 08, 2025

Show notes

Gm! This week, Emmett Hollyer joins the show to unpack the launch of the Solana Seeker phone. We cover the key lessons learned from the Saga release, how to challenge the mobile duopoly, the long-term vision for Solana Mobile over the next 5–10 years & more. 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

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.

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

(00:00) Introduction

(02:23) The Solana Seeker Is Here

(08:10) Lessons Learned From The Solana Saga

(13:13) Katana Ad

(14:10) What is TeePIN?

(24:12) Network Guardians

(27:57) Katana Ad

(28:55) Launching The SKR Token

(34:21) A New Era For Crypto In The U.S

(38:42) Apps On The Solana Seeker

(46:07) Does Seeker Need A Breakout App?

(50:05) What’s The Biggest Opportunity For The Solana Seeker?

(53:01) Zora & SocialFi

(56:14) The Solana Mobile Vision

The Internet Capital Markets Roadmap | Lucas Bruder, Max Resnick & Austin Federa Aug 05, 2025

Show notes

Gm! This week we're joined by Lucas Bruder, Max Resnick & Austin Federa to discuss the internet capital markets roadmap. We deep dive into how to bring more assets onchain, the latest happening with DoubeZero, how to improve Solana execution & more. Enjoy! -- Follow Lucas: https://x.com/buffalu__ Follow Max: https://x.com/MaxResnick1 Follow Austin: https://x.com/Austin_Federa 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 -- The Internet Capital Markets Roadmap - https://www.anza.xyz/blog/the-internet-capital-markets-roadmap -- 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. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction

(01:44) The Internet Capital Markets Roadmap

(15:19) Katana Ad

(16:16) Who Is Solana’s Largest Competitor?

(20:03) Asynchronous Program Execution

(23:54) Onchain Execution

(31:45) Katana Ad

(32:44) An Update On DoubleZero

(40:56) Multiple Concurrent Leaders

(50:34) Solana vs Ethereum’s Long Term Vision

(54:49) Could SpaceX IPO Onchain? -- 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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