Lightspeed

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 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 (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.

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 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 (01:54) 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.

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 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/ -- 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.

Gm! This week we discuss the state of the network, MarginFi drama, Uniswap vs the SEC, airdrops, Monad's $225 million raise & more. 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 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/ -- 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. -- (00:00) Introduction (01:24) Solana: State Of The Network (13:03) Helium Mobile Ad (14:05) Do Validators Need To Be Profitable? (17:36) MarginFi (33:28) Airdrops (36:58) SEC Sends Uniswap a Wells Notice (46:42) Monad Raises $225 Million -- 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.

Gm! This week we discuss why users are having more failed & dropped transactions on Solana. To hear all this & more, you'll have to tune in! -- 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 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) Why Are Transactions Dropping? (10:56) Solana's Spam Flywheel (27:18) Fee Mechanism Timeline (32:16) Ellipsis Labs Raises $20 Million (35:56) Ore: Bitcoin On Solana? -- 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.

Gm! This week, Jesse Pollak creator of Base joins the show for a discussion on what the team have been building. As retail activity picks up on both Solana & Base, we thought why not just invite Jesse to the show to discuss the L2 end game, network scaling, base fee revenue & much more. Enjoy! -- Follow Jesse: https://twitter.com/jessepollak 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 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 (01:42) The Base Origin Story (11:49) The L2 End Game (16:21) Virtual Machine: Alt vs EVM (21:19) Decentralizing The Sequencer (28:05) The Security Council & Blast Exploit (36:30) L2 & L3 Interoperability (44:10) Network Scaling: Two Paths, One Endgame (46:50) Data Availability (53:34) Base Fee Revenue -- 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.

Gm! This week, Dan & Mert discuss the current state of the network by deep diving into how transaction fees on Solana actually work, the ending of Jito's mempool & the continued meme coin impact. To hear all this & more, you'll have to tune in! -- 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 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) Solana Transactions Fees (14:36) Jito's Impact On Solana (24:46) Circle's CCTP Launches On Solana (30:34) Solana Meme Coins (34:20) Solana vs Ethereum Fees (43:45) Post 4844 Clarity (49:16) The State of L2s -- 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.

This week, Jon Victor Co-Founder of Ansa Research joins the show for a discussion on one of crypto's most exciting areas... DePin. We deep dive into why decentralized data storage matters, Filecoin's roadmap, the intersection between AI & DePIN & so much more. Enjoy! -- Follow Jon: https://twitter.com/jnthnvctr 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/ -- Referenced In The Show: Inverting three key relationships in computing: https://www.wildbuilt.world/p/inverting-three-key-relationships -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed -- (00:00) Introduction (01:34) Why DePIN Matters? (07:50) Access Protocol Ad (08:40) Filecoin (14:42) What Is IPFS & How Does It Work? (17:59) Why Decentralized Storage Matters (24:30) The Filecoin Roadmap (34:43) High Throughput Chains & Data Storage (41:04) Onboarding Web2 Companies (46:19) Filecoin's Go-To Market (48:17) Building The FVM (54:43) Filecoin Subnets (57:30) AI & DePin -- 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.

This week, Robin Hanson & Proph3t join the show to discuss one of crypto's most exciting experiments... Futarchy. With the launch of MetaDAO, Proph3t aims to enable a market driven approach to social governance. By implementing Robin's proposed system of Futarchy, could this be a way to fix DAO governance? -- Follow Robin: https://twitter.com/robinhanson Follow Proph3t: https://twitter.com/metaproph3t 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/ -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses. If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad. -- (00:00) Introduction (01:27) Prediction Markets, Governance & What Is Futarchy? (07:39) Roadblocks To Adoption of Futarchy (10:19) Monad Ad (11:14) MetaDAO: Building The First Futarchy (12:48) Governance Powered By The SVM (20:22) The MetaDAO Endgame (27:12) Futarchy As A Service (F.A.A.S) (32:06) Vota: A Vote Market On Solana (34:20) Solving Liquidity Fragmentation (41:30) Defining Success For Futarchy -- 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.

This week, Marc Boiron CEO of Polygon Labs & Brendan Farmer Co-Founder of Polygon join the show for a discussion on the evolution of Polygon, building the AggLayer & the end state, as they view it for crypto. Enjoy! -- Follow Brendan: https://twitter.com/_bfarmer Follow Marc: https://twitter.com/0xMarcB 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 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/ -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed -- (00:00) Introduction (01:47) The Evolution Of Polygon (05:56) Building The AggLayer (10:55) Access Protocol Ad (11:45) Seamless Bridging (15:39) Data Availability & Value Accrual (25:36) Chain Abstraction vs Agg Layer (31:40) The AggLayer's Network Effects (34:21) The End State For Crypto (41:06) Prioritizing ZK Tech -- 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.

Gm! This week, Jon Charbonneau joins the show after Jito announced their suspension of their mempool function. We deep dive into solving the MEV problem, Ethereum's Dencun upgrade, the current state of crypto in 2024 & of course.. meme coins. -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses. If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad. -- Follow Jon: https://twitter.com/jon_charb 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 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 (01:42) Jito's Impact On Solana (11:45) Monad Ad (12:42) MEV On Solana (18:32) Rollups (23:44) SOL Value Accrual (26:41) Ethereum's Dencun Upgrade (30:55) Data Availability (40:10) Are Layer 3s A Business Move? (50:35) The State Of Crypto (59:14) Meme Coins (01:02:29) Solana's Fee Market -- 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.

This week, Craig Burel Partner at Reciprocal Ventures joins the show to discuss his journey from TradFi into crypto. We deep dive into Craig's thesis on Solana, building consumer products & backing great founders, investing in SOL vs applications as a VC, crypto gaming & much more. Enjoy! -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed -- Follow Craig: https://twitter.com/CraigBurel 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 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 (06:25) Reciprocal's Journey To Solana (11:34) Access Protocol Ad (12:24) Finding Product & Founder Market Fit (17:52) Only Possible On Solana (20:12) Investing in SOL vs Applications (24:05) Advice For Founders (34:34) Token Incentives (40:00) Crypto Needs More Product & Applications (43:12) Crypto Gaming (48:01) Tokenization (55:27) Meme Coins -- Disclaimers: https://www.recvc.com/disclaimer/ 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.

Gm! This week, Dan & Mert begin by discussing the return of meme coin season by asking an honest question: have more people used DeFi or meme coins? We then take a deep dive into scaling, Ethereum's EIP-4844 upgrade & Solana's transaction fee structure. -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses. If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad. -- 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 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 (02:14) Meme Coins (09:20) Monad Ad (10:15) Have More People Used DeFi Or Meme Coins? (14:05) MEV On Solana (27:32) Transaction Fees On Solana (37:39) Blockchain Scaling & Ethereum's EIP-4844 (54:22) Data Availability -- 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.

This week, Vibhu Norby CEO of DRiP joins the show for a discussion on building one of crypto's most popular applications. We deep dive into the growth & business model of DRiP, measuring real active users, building great UX in crypto & finally Vibhu shares some advice for founders looking to build a company & raise funding. To hear all this & more, you'll have to tune in! -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed -- Follow Vibhu: https://twitter.com/vibhu 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 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/ -- Timestamps: (00:00) Introduction (01:25) What Is DRiP? (05:52) DRiP's Growth (11:20) Access Protocol Ad (12:08) Crypto UX (17:44) DRiP's Mobile App (20:24) DRiP's Active Users (35:19) DRiP's Business Model (44:11) Tips For Founders Raising VC Money (50:48) Building A Start-Up -- 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.

This week Mert & Dan discuss Colosseum's hackathon, why Solana needs to double down on building more applications, defining active users within crypto, the roadmap for Ethereum, the rollup thesis & more! -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses. If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad. -- 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 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 (01:09) Colosseum Hackathon: Crypto's Y Combinator (09:26) Monad Ad (10:21) Crypto Needs More Applications (14:44) DRiP (17:44) Defining Active Users In Crypto (30:51) Consensus On Solana (40:33) Ethereum's Roadmap (47:15) Bridging & The Rollup Thesis (55:25) Blast L2 -- 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.

This week, Chris Hermida & Mitch Gildenberg Co-Founders at Switchboard join the show for a discussion on how they're helping scale crypto's oracle infrastructure network. We deep dive into the origin story behind Switchboard, their V3 rollout, speed & latency, todays oracle use cases, lessons learned from the Mango exploit in 2022 and more! -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses. If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad. -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed -- Follow Chris: https://twitter.com/hermidao1 Follow Mitch: https://twitter.com/DoctorBlocks 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 (01:24) The Origin Story Behind Switchboard (04:57) Solving Crypto's Oracle Problem (09:34) Access Protocol Ad (10:22) Monad Ad (11:17) Takeaways From The 2022 Mango Exploit (17:44) Lending Markets & Liquid Staking (21:46) Switchboard V3 (25:01) Oracle Speed & Latency (29:59) Oracle Use Cases (32:09) Permissionless Oracles (36:54) Oracle Randomness (40:40) Switchboard Oracle Network (42:14) Oracle Decentralization (51:17) 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. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

This week, Nigel Eccles & Varun Sudhakar Co-Founders of BetDEX join the show to discuss how they are bringing online sports betting to crypto. We deep dive into the problem BetDEX solves, finding product market fit, scaling a sports betting competitor, why BetDEX chose to build on Solana & more! -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses. If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad. -- Follow Nigel: https://twitter.com/nigeleccles Follow Varun: https://twitter.com/svarun91 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 (02:36) What BetDEX Solves (06:20) How Is BetDEX Built? (09:14) Monad Ad (10:09) Liquidity & Market Makers (18:06) Prediction Markets (22:28) Betting Market Arbitrage (26:49) Markets On BetDEX (29:34) Scaling A Sports Betting Competitor (36:53) Built On Solana (46:44) Social Betting 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, Dan and our guests may hold positions in the companies, funds, or projects discussed.

This week, Steven Goldfeder & Rachel Bousfield join the show to discuss the Ethereum scaling roadmap, the origin story of Arbitrum, solving the scaling trilemma & what trade-offs exist between decentralization, security & scalability. To hear all this & more, you'll have to tune in! -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed -- Follow Steven: https://twitter.com/sgoldfed Follow Rachel: https://twitter.com/CryptoIsCute 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 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/ -- Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home -- (00:00) The Origin Story Of Arbitrum (07:54) Solving The Scaling Trilemma (11:19) Access Protocol Ad (12:09) What Is A Rollup? (17:48) Why Choose Optimistic Rollups vs ZK-Rollups (23:09) Launching A Rollup Without Proofs (30:12) Data Availability (36:27) Scalability Trade-Offs (46:12) Do Sequencers Need To Be Decentralized? (56:08) The Ethereum Rollup Roadmap -- 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.

Mike Cahill joins us to discuss how oracles have become the linchpin of crypto. Mike is a core contributor to Pyth, a highly optimized oracle network integrated with 50+ chains and over 300 apps. In this episode, we cover crypto's oracle problem, why Pyth launched an SVM appchain, how Pyth ensures high-quality publishers, Pyth's Wormhole integration, how to monetize financial data, the RWA opportunity, where Chainlink went wrong and more! - - (00:00) Introduction (01:07) The Value of Financial Market Data (06:04) Oracles: The Linchpin of Crypto (08:21) Why Pyth Launched an SVM Appchain (13:28) Permissionless Integrations (15:23) DAS London Plug (16:20) Data Publishers: Quality Control and Incentives (20:43) Pyth’s Airdrop and Governance (25:15) Liveness Concerns (28:05) Economics and Trust Minimization (36:23) The RWA Opportunity (46:05) Where Chainlink Went Wrong (51:41) Evaluating Crypto’s Ecosystems - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Mike: https://twitter.com/mdomcahill 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 Pyth Network https://twitter.com/PythNetwork Douro Labs https://twitter.com/DouroLabs - - 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.

Illia Polosukhin joins us to discuss how NEAR is building the blockchain operating system. NEAR first came to prominence in 2020 as an alternative Layer One that is laser-focused on abstracting the complexities of onchain infrastructure. Since then, Illia (who is one of the brightest minds in crypto) and the NEAR team have transformed NEAR into crypto's interoperability layer. In this episode, we discuss NEAR's journey from AI to crypto, why NEAR scales via sharding, NEAR's chain abstraction and account aggregation layer, the AI narrative, crypto's biggest problem and more! - - (00:00) Introduction (00:49) NEAR's Transformation: From AI to Crypto (03:22) Scaling via Dynamic Shards: Near’s Unique Design (21:20) Access Protocol Ad (22:21) DAS London Plug (23:18) NEAR’s Data Availability Service (27:16) Chain Abstraction and the Blockchain Operating System (40:03) NEAR’s Missing Narrative (43:40) Network Value Accrual (49:18) The AI x Crypto Narrative (59:33) What Is Crypto’s Biggest Problem? -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed -- Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Illia: https://twitter.com/ilblackdragon 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 The NEAR Whiteboard Series https://www.youtube.com/playlist?list=PL9tzQn_TEuFWweVbfTbaedFdwVrvaYPq4 NEAR https://twitter.com/NEARProtocol - - 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.

Dan Romero joins us to discuss how Warpcast could become crypto's first mainstream app. Warpcast is a crypto-enabled social app built on top of the Farcaster protocol. Warpcast offers a Twitter meets Reddit-like experience that leverages the composability, permissionless innovation and embedded finance of crypto. In this episode, we discuss how Dan decided to focus on Social, how Farcaster works, why "Frames" are a massive developer unlock, the Warpcast and Farcaster business model, the onchain vs offchain components, Dan's go-to-market strategy and more! - - Timestamps (00:00) Introduction (01:08) The Origin Story (05:09) Why Focus On Social? (08:50) Farcaster and Warpcast: What It Is and How It Works (15:29) DAS London Plug (16:26) Farcaster Hubs and Onchain Pragmatism (26:37) The Technical Process Flow (34:07) The Business Model (39:19) Why “Frames” Are A Massive Developer Unlock (59:03) Adding Solana Support to Warpcast (01:03:39) The Go-to-Market Strategy (01:10:14) The Drivers of History (01:14:48) Founder Advice - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow us on Warpcast! Dan: https://warpcast.com/dwr.eth Mert: https://warpcast.com/0xmert Garrett: https://warpcast.com/gharp Use this signup code to get started on Warpcast: https://warpcast.com/~/invite-page/238010?id=cd17c51d Follow us on Twitter! Dan: https://twitter.com/dwr Mert: https://twitter.com/0xMert_ Garrett: https://twitter.com/GarrettHarper_ 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 Warpcast signup link https://warpcast.com/~/invite-page/238010?id=cd17c51d Why Twitter is a Big Deal (Paul Graham) https://paulgraham.com/twitter.html - - 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 most hyped airdrop in Solana's history happened last week: the JUP (Jupiter) token launch. We sit down to discuss what happened, how Solana performed, the controversy, what's next and why it's time for Solana to double down on product! - - Timestamps (00:00) Introduction (00:36) The JUP Airdrop: What You Need to Know (17:03) Why Solana Needs to Double Down on Product (24:10) Access Protocol Promo (25:12) Is Solana’s Performance Really Needed for Every App? (30:57) Writing, Twitter and Finding Signal in Crypto (40:56) Solana’s Writing Hackathon (46:14) Launching a Token Is Stressful AF - - Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Resources Solana Summer by Packy McCormick https://www.notboring.co/p/solana-summer - - 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.

Matty Taylor joins us to discuss how Colosseum, the Y-Combinator of Crypto, will find, fund and accelerate Solana's next killer app. In this episode, we discuss why Matty is launching Colosseum, tactical tips for founders, why Solana is the best ecosystem to build applications, how to participate in Colosseum and Matty's #1 advice for discovering a startup idea. - - (00:00) Introduction (01:07) Leading Solana Lab’s Growth Team and Hackathons (7:08) Why Are People Hyped for Colosseum? (12:50) The Winning Formula: Team, Product, Market (16:24) What Do Founders Often Get Wrong? (18:31) Tactical Tips for Founders (22:13) Jupiter’s Inspiration for Solana’s Devs (24:48) Why Colosseum is a “Remote” Program (26:34) Why Stay in Solana? (28:24) Hackathon Dates: Starts March 4th! (29:30) Matty's #1 Piece of Advice - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Matty: https://twitter.com/mattytay 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 Colosseum https://twitter.com/ColosseumOrg https://www.colosseum.org/ - - 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.

Lucas Bruder and Liam Heeger join us to discuss how Firedancer will transform Solana. Lucas (the co-founder of Jito) and Liam (a core engineer at Jump working on Firedancer) are two of the most talented developers in the Solana ecosystem. In this episode, we cover Solana's scheduler challenge, blockspace market dynamics, how Jito impacts transaction efficiency, Firedancer's goal and impact on client diversity, governance, validator profitability, applications for Jito's Stakenet and more! - - (00:00) Introduction (00:56) Solving Solana’s Core Challenges (11:11) The Downstream Effect of Solana’s Network Jitter (14:12) Jito’s Role in Optimizing Solana’s Performance (17:43) Intro to Firedancer and Validator Clients (23:24) DAS London Plug (24:21) Firedancer and Client Diversity (39:27) Why Optimize the Base Layer? (43:28) How Multiple Clients Impact Shipping Velocity (49:56) JitoSOL and Governance Responsibilities (52:33) Validator Profitability (55:18) Stakenet and Restaking (01:02:53) Predictions and Hot Takes - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Lucas: https://twitter.com/buffalu__ Follow Liam: https://twitter.com/CantelopePeel 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 WTF is Stakenet by Lucas https://buffalu.substack.com/p/wtf-is-stakenet Umbra Research https://www.umbraresearch.xyz/ Jito https://www.jito.network/ Jump Trading https://www.jumptrading.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.

Anatoly Yakovenko joins us for the most information-packed episode on Solana we've ever listened to. It's a masterclass exploration of Solana's architecture and roadmap. We discuss the Saga Chapter 2, fee market optimizations, Jito and MEV, validator profitability, Solana's end game, Firedancer and client diversity, token extensions and more! - - Timestamps (00:00) Introduction (01:01) Saga Chapter 2 (10:00) Access Protocol Lab (11:01) DAS London Plug (11:58) Solana Fee Market Optimizations (20:41) Jito’s Role (22:42) Scheduler Upgrades (1.17 and 1.18) (25:17) Dynamic Write Lock Fees (29:55) Wen Slashing? (33:47) Solana Consensus and Formal Verification (36:41) The Value of Client Diversity: Liveness vs Safety (41:10) Are Solana Vote Transactions Just for Pumping TPS? (44:17) Solana’s End Game (47:59) Is Economic Security a Meme? (53:10) Validator Profitability and Inflation (58:32) Commoditized Data Layers and L2s (01:03:18) Firedancer Update (01:10:02) Solana’s New Token Extensions (01:13:46) Squads Protocol Feature Requests + Jacked Toly (01:18:18) Advice for Solana Founders - - Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - 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 Anatoly on Lightspeed https://spoti.fi/4bacqhA - - 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.

Santiago Santos joins us to discuss his crypto investment thesis and conviction in Solana's adoption flywheel. Santiago is a prolific investor, co-host of Empire and one of the most respected minds in crypto. In this episode, we discuss Santi's crypto thesis, Solana's incredible flywheel, scarcity vs abundance, if decentralization matters, Santi's favorite investment themes and more! - - (00:00) Introduction (1:19) Why Crypto Matters (4:42) How to Build and Keep Conviction (15:36) Santi’s Solana Thesis (23:30) Scarcity vs Abundance Mindset (36:57) DAS Promo (37:54) Solana vs Ethereum DeFi (42:27) Does Decentralization Actually Matter? (46:29) Predictions and Investment Themes (53:59) Crypto Banks and Coinbase’s Opportunity (58:58) Running and Life Lessons - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Santiago: https://twitter.com/santiagoroel 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 Empire podcast https://spoti.fi/3vFsYh6 The Summit by Santi https://medium.com/@santiago.rs/the-summit-an-exploration-of-goals-and-values-17a7f782dccd Helius' blog post on Firedancer https://www.helius.dev/blog/what-is-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.

Ian Cummings joins us to discuss how to build a sustainable crypto game. Ian has been in gaming for over 23 years, created NFL Madden's hit stick while working at EA Sports, and is now the creator of Solana's race horsing game Photo Finish. In this episode, we discuss the story behind the hit stick, how Ian chose to go after the horse racing market, the secret to customer retention, how to win at Photo Finish, Photo Finish's partnership with the Kentucky Derby and more! - - Timestamps (00:00) Introduction (01:19) Starting at EA Sports (05:51) Creating Madden NFL's Hit Stick (12:24) Access Protocol Ad (13:26) DAS London Plug (14:23) Why A Horse Racing Game? (24:42) How Crypto Became A Core Component (30:16) Photo Finish's Key Differentiator (36:19) Launching the Stylish Studs PFPs and Go-to-Market (45:35) How to be Good at Photo Finish (54:47) Customer Retention and Growth (01:01:19) Partnerships with CNBC and the Kentucky Derby - - Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Ian: https://twitter.com/iancummingsnft 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 Photo Finish Live https://twitter.com/photofinishgame https://photofinish.live/ - - 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.

Jupiter's upcoming airdrop will be a watershed moment for Solana. Tune in to find out why! In this episode, we cover the JUP airdrop, the Saga 2 announcement, why vertical integration is working on Solana but not Ethereum, if validator set size matters, why more Solana teams haven't released tokens, how to think critically and more! - - (00:00) Introduction (01:15) The Saga 2 Announcement (6:34) Jupiter's Token Launch (JUP) (16:01) Aggregation Theory and Multichain Strategies (27:25) DAS Promo (28:22) Appchains and the Validator Set Size Debate (34:40) The Solana Foundation’s Delegation Program (38:30) How to Think Critically (45:28) Why Haven’t More Teams Released Tokens? (52:35) Garrett’s Announcement - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - 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 Helius' blog post on Solana Validator Economics https://www.helius.dev/blog/solana-validator-economics-a-primer - - 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.

Ryan Watkins and Wilson Withiam join us to discuss their Solana thesis and how crypto has just entered its next phase of adoption. Ryan is the founder of Syncracy Capital (a crypto hedge fund), and Wilson is their Head of Research. In this episode, we discuss the Bitcoin spot ETF, the Ethereum and LDO thesis, the MakerDAO opportunity, the Solana thesis, investing in SOL vs Solana applications, the DA Layer wars and more! - - Timestamps (00:00) Introduction (01:16) The Bitcoin ETF Approval (05:04) The Ethereum and Liquid Staking (LDO) Thesis (09:52) Crypto’s Greatest Misconception (11:27) MakerDAO Investment Thesis (17:17) ETH’s Role in the Crypto Economy (20:53) Access Protocol Ad (21:55) DAS London Plug (22:52) The Solana Thesis (38:24) How Crypto Assets Can Achieve a Monetary Premium (42:09) Investing in SOL vs Solana Applications (47:50) Aggregation Theory (53:34) The DA Layer Wars (01:00:25) From Researchers to Launching a Fund - - Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Ryan: https://twitter.com/RyanWatkins_ Follow Wilson: https://twitter.com/WilsonWithiam 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 Syncracy Capital https://www.syncracy.io/ https://twitter.com/SyncracyCapital Solana Thesis – The Fastest Horse Rises From the Ashes https://www.syncracy.io/writing/solana-thesis - - 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.

Josh Rosenthal joins us to discuss how crypto will unleash new business models, applications and markets! Josh is a historian, investor, founder and one of the most interesting people I know. In this episode, we discuss crypto's key unlock, scarcity vs abundance, history's revolutionary technologies, crypto tribalism, the bidirectional door between the physical and digital world, DePIN, how to embrace change and more! - - (00:00) Introduction (00:54) Setting the Scene: Who Is Josh Rosenthal? (13:33) When Generative Tech Meets New Capital Formation (44:10) Access Protocol Ad (45:12) DAS London Plug (46:09) Crypto Tribalism, Maximalism and Identity (56:33) The Interplay of the Digital and Physical World (01:06:17) The Crypto Revolution - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Josh: https://twitter.com/JoshuaRosenthal 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 6ixth Event https://www.go6ixthevent.com/ The Crypto Renaissance (Bankless with Josh Rosenthal) https://spoti.fi/47sxAEo A Historian's Take on the Bear Market (Empire with Josh Rosenthal) https://spoti.fi/3tUuGKZ - - 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.

Eugene Chen joins us to discuss why Solana's local fee markets aren't real. Well, they are real, but they don't yet work as advertised. Eugene is the co-founder of Ellipses Labs, Phoenix Protocol, and Umbra Research and he is one of the sharpest builders in Solana! In this episode, we discuss how Solana transactions work, how to improve Solana's fee markets, MEV on Solana, how apps can accrue their own MEV, Solana's DeFi risk, Phoenix's limit order book and more! - - Timestamps (00:00) Introduction (00:56) How Solana Transactions Work (05:56) Solana’s Local Fee Markets Aren't Real (29:53) Access Promo (30:55) DAS Promo (31:52) MEV on Solana (36:59) App-Specific MEV and Value Accrual (41:46) Solana Bots and Toxic MEV (45:27) The Latency vs “Fair” Distribution of MEV Tradeoff (48:41) Solana DeFi Risk and the mSOL depeg (51:18) Why App Developers Should Understand the Infrastructure (55:19) Ellipses Labs, Phoenix’s LOB and Points (01:01:48) Solana’s Identity and Advice for Solana Builders - - Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Eugen: https://twitter.com/0xShitTrader 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 Ellipsis Labs https://twitter.com/ellipsis_labs https://ellipsislabs.xyz/ Phoenix https://twitter.com/PhoenixTrade https://www.phoenix.trade/ Umbra Research https://www.umbraresearch.xyz/writings https://twitter.com/UmbraResearch Solana Fees, Part 1 (Solana Local Fee Markets Aren't Real) https://www.umbraresearch.xyz/writings - - 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.

Marius Ciubotariu and Mark Hull join us to discuss how Hubble 2.0 will become the economic hub of Solana DeFi. In this episode, we discuss Kamino's origin story, how Kamino approaches risk management, why Solana will have the next breakout app, multichain vs a single-chain focus, vertical integration and more! Make sure to stay for the whole conversation as it really heats up at the end! - - (00:00 Introduction (00:57) Kamino's Origin Story (10:32) Lending, Risk Management and the mSOL Depeg (32:27) Kamino Finance 2.0: Solana’s DeFi Hub (36:12) DAS Promo (37:11) Vertical Integration vs Composability (41:13) Kamino Points Incoming (44:46) How to Have Conviction (49:46) Startup Founder Advice (53:43) Why Tribalism Matters, Multichain and the SVM - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Marius: https://twitter.com/y2kappa Follow Mark: https://twitter.com/trader_marky 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 Kamino Finance https://linktr.ee/kaminofinance https://twitter.com/Kamino_Finance Hubble Protocol https://hubbleprotocol.io/ https://twitter.com/HubbleProtocol MarginFi vs Solend episode https://spoti.fi/48mmhyW https://youtu.be/KcazozbZHd0?si=D0RjxrWyDWZriOt8 - - 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.

Ansem and Joe McCann join us to discuss their top crypto market predictions for 2024. Ansem and Joe are prolific crypto investors who nailed this year's Solana trade, and they're here to discuss what's next. In this episode, we cover Solana's price mania and outlook, navigating crypto's volatility, Bonk's rise and meme coin virality, the ETH vs. Alt L1 vs. DA trade, 2024's biggest opportunities, how to think like a trader and more! - - (00:00) Introduction (01:13) Solana Mania: 2023 and Beyond (08:46) How to Navigate Crypto’s Volatility (14:55) Ansem’s Degen Score (17:54) Bonk’s Rise and Meme Coin Virality (28:01) Access Protocol Promo (29:02) DAS London Plug (30:00) Today's Investment Landscape (42:04) Integrated L1s vs Appchains (47:40) The Celestia and Modular DA Narrative (52:27) Hottest Predictions for 2024 (59:17) What Are You Most Bearish On? (01:04:13) DogWifHat: Does the Hat Stay on in 2024? - - Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Ansem: https://twitter.com/blknoiz06 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 Asymmetric Capital https://twitter.com/goasymmetric https://subscribe.asymmetric.financial/ Lightspeed episode with Ansem https://spoti.fi/3GZ2slf Lightspeed episode with Joe https://spoti.fi/3NHYPE9 - - 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.

Sam Blackshear and Evan Cheng join us to discuss how the Move programming paradigm will accelerate blockchain development. Sam and Evan are the founders of Sui, a global state L1 that leverages the novel Move programming language (created by Sam while at Facebook). This episode covers Sui's technical specs, the power of Move, Sui's validator requirements and scaling technique, state growth and storage, Sui's go-to-market and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - (00:00) Introduction (01:05) Sui’s Origin Story (03:58) Move: A New Programming Paradigm (14:32) Sui: A Technical Deep Dive (27:36) DAS London Plug (28:33) Validator Requirements (31:31) Optimistic vs Pessimistic Parallel Execution (33:28) State Growth and Storage (39:16) Move’s Security Benefits (44:55) Economic Security (48:27) Atomic Composability, Scalability & Validator Sustainability (58:01) Sui’s Beachhead: Gaming and Commerce (59:40) Sui vs Aptos and Looking Ahead - - Follow Sam: https://twitter.com/b1ackd0g Follow Evan: https://twitter.com/EvanWeb3 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 Sui https://twitter.com/SuiNetwork https://sui.io/ - - 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.

Bartosz Lipiński joins us to discuss how Cube is building the first crypto-native centralized exchange. Cube leverages MPC wallets, Solana's client (creating a Solana appchain) and native integrations to offer the best trading experience in crypto. In this episode, we cover Bartosz's journey with Solana Labs, how he helped launch Solana's NFT ecosystem and Hacker House program, Cube's crypto-native functionality, what it takes to build a crypto company and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - (00:00) Introduction (00:54) Joining Solana Labs (02:03) Solana NFTs and The Creation of Metaplex (11:53) Starting Solana’s Hacker House (15:46) DAS London Plug (16:44) Solana’s Secret to Winning Over New Developers (19:14) Cube: The Solana-Aligned CEX (28:44) Go-to-Market Strategy (40:49) Integrating New Blockchains (44:39) What it Takes to Build a Company (52:56) Rapid Fire - - Follow Bartosz: https://twitter.com/baalazamon 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 Cube https://twitter.com/cubexch https://www.cube.exchange/ - - 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.

Rooter (co-founder of Solend) and Edgar (co-founder of MarginFi) join us to debate last week's mSOL depeg and how to implement risk management. Last week's mSOL depeg led to liquidations throughout Solana DeFi and a heated debate between the Solend and MarginFi teams. In this episode, we discuss what happened, where Solend and MarginFi disagree, the oracle debate, why liquidator profitability matters, points systems vs token launches and more! - - (00:00) Introduction (01:18) The mSOL depeg and Liquidation Debate (32:15) Merinade Plug (33:26) Two Risk Management Philosophies (40:26) Why Liquidator Profitability Is So Important (50:38) Addressing the Twitter Drama (01:06:25) Professional vs Lazy LPs & Token Governance (01:12:49) Solana Airdrops and Points - - Marinade is the most optimal way to stake on Solana. Unleash your staked SOL liquidity with their liquid staking token, mSOL, or use their new product called Marinade Native to get the best of Marinade's automated liquidated staking without the DeFi or peg risk! Check out Marinade today at https://marinade.finance/! - - Follow Rooter: https://twitter.com/0xrooter Follow Edgar: https://twitter.com/edgarpavlovsky 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 Tarun's new article on risk management https://www.gauntlet.xyz/resources/how-to-measure-risk-models-part-i MarginFi https://twitter.com/marginfi https://app.marginfi.com/ Solend https://twitter.com/solendprotocol https://solend.fi/ - - 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.

Udi Wertheimer joins us to discuss Ordinals, Taproot Wizards and how to solve Bitcoin's branding problem. Udi is the co-founder of Taproot Wizards, a wildly successful Bitcoin NFT project that hopes to change Bitcoin's image and community. In this episode, we discuss the history of Bitcoin NFTs, how ordinals and inscriptions work, why Taproot Wizards has been so successful, Bitcoin L2s, the power of branding and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (01:35) The History of Bitcoin NFTs and Ordinals (07:11) Ordinals vs Inscriptions (11:05) Bitcoin’s Branding Problem (28:07) DAS London Plug (29:04) Bitcoin L2s: Lightning and Stacks (35:54) The Future of Bitcoin (46:05) Crypto Twitter and Bitcoin ETFs (52:09) Rapid Fire - - Follow Udi: https://twitter.com/udiWertheimer 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 Taproot Wizards https://twitter.com/TaprootWizards https://taprootwizards.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.

Andre Cronje joins us to discuss his drive to build crypt applications with real use cases. Andre has one of the most incredible stories in crypto and is the founder of multiple blue chip projects (Yearn, Keeper Network, Fantom) and a prolific entrepreneur. In this episode, we discuss the ICO era, the launch of Yearn Finance, Andre's f*ck ups (self-proclaimed), why Andre has dedicated his focus to Fantom, Fantom's unique innovations, why airdrops suck, crypto regulation and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (01:24) The ICO Era: Andre's Start in Crypto (13:07) Building Yearn Finance (17:46) DAS London Plug (18:43) F*ck Ups and Testing in Prod (26:36) The Fantom L1: Making Software as Efficient as Possible (53:23) Ethereum’s Scaling Roadmap (58:11) Phantom’s Go-to-Market Strategy (01:04:29) The SVM Is the Best Virtual Machine (01:05:20) Airdrops, Regulation and Bull Market Predictions - - Follow Andre: https://twitter.com/AndreCronjeTech 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 Fantom https://twitter.com/FantomFDN https://fantom.foundation/ - - 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 just had one of the craziest weeks in its history. Jito's airdrop has created a wealth (and attention) effect that has captured all of crypto. What a week. In this episode, we cover Jito's token launch, Solana's airdrop season, finding value in the bull market, the integrated chain advantage, the nuances of client diversity and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:48) Jito and Solana's Airdrop Season (13:44) Finding Signal in the Bull Market Noise (22:56) DAS London Plug (23:54) The Advantage of Integrated Chains (29:29) Liveness and Client Diversity (42:53) Solana Apps to Explore - - 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 Jon Charb's latest research https://dba.xyz/l1s-vs-l2s-rollups-vs-integrated-general-purpose-vs-app-specific/ Jupiter episode https://spoti.fi/3TheHkn BetDEX https://www.betdex.com/ https://twitter.com/BetDEXLabs - - 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.

Meow, the co-founder of Jupiter, joins us to discuss how Jupiter is building crypto's leading aggregator. Jupiter is a DEX aggregator on Solana that routes over 80% of all DEX trades! It's an absolute killer app that has served as the entry to Solana's vast ecosystem. In this episode, we discuss how Jupiter found PMF, why Meow chose Solana, how Jupiter will onboard millions of users, Jupiter's airdrop, Solana's massive opportunity, multichain strategies and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (01:11) The Secret to Jupiter’s Success (05:33) Why Solana Over Ethereum (14:25) DAS London Plug (15:22) Jupiter’s Massive Opportunity (37:13) Jupiter’s Token Airdrop and Token Philosophy (46:04) Advice for Crypto Founders (50:06) L2s and a Multichain Future (55:12) Routing Airdrops, Integrations and Growing the Pie - - Follow Meow: https://twitter.com/weremeow 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 Jupiter 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.

Ben Chow joins us to discuss how Meteora will multiply Solana's TVL. Ben is the co-founder of Meteora and a Solana DeFi OG. In this conversation, we discuss Meteora's origin story, why TVL matters, Meteora's 3-pronged plan to increase Solana's TVL, how Meteora prevents cascading risk, Solana's DeFi competition, how to launch a token and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (01:02) The Origin Story: From Mercurial to Meteora (09:16) Building for Sustainable Yield (11:33) Solana Needs TVL (14:51) How to Use Meteora (19:06) DAS LDN Plug (20:04) Meteora’s 3-Pronged Plan to Grow TVL (32:08) Composability and Cascading Risk (40:31) Meteora’s DAO, Goals and Incentives (44:49) Solana DeFi Competition (48:13) Tips for Teams Launching Tokens (51:58) Protocol Fees, Value Capture and POL - - Follow Ben: https://twitter.com/hellochow 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 Meteora https://twitter.com/MeteoraAG https://meteora.ag/ Lightspeed's first episode with Ben https://spoti.fi/47EPS6p - - 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.

Ariel Seidman, CEO of Hivemapper, joins us to discuss how Hivemapper has built the most successful DePIN product in crypto. In just twelve months, Hivemapper has mapped over 6M unique road kilometers (10% of the world's roads!) and has over 25,000 contributors. In this episode, we discuss Hivemapper's origin story, how Hivemapper maps the world, Hivemapper's killer feature, what DePIN projects get wrong, founder lessons and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (01:12) Hivemapper’s Origin Story: From Drones to Dash Cams (12:32) How Hivemapper Maps the World (21:25) DAS London Plug (22:23) Where Will Demand Come From? (29:13) Why Solana and the DePIN Network Effect (35:23) Hivemapper’s Main KPI (37:10) The Biggest Challenges (39:33) Costs and Potential Filecoin Integration (42:52) Ariel’s Thoughts On Crypto Today (45:30) Attracting Top Talent and Crypto’s Unlock (51:12) Founder Lessons: Tolerance for Pain (57:28) Rapid Fire - - Follow Ariel: https://twitter.com/aseidman 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 Hivemapper https://twitter.com/Hivemapper

Ted Livingston joins us to discuss crypto's micropayments opportunity and Code's big announcement! Ted is a product legend who built the fastest-growing messenger app (Kik) and is now building the best payments experience in crypto. In this episode, we discuss the history of micropayments, how micropayments unlock new use cases, why Code uses Kin, why Code built an L2 on Solana, Ted's Bitcoin thesis and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:55) Ted’s Story: Building The #1 Messaging App (05:36) Crypto's Micropayments Opportunity (20:52) DAS London Plug (21:50) Breaking News: Code Is Officially Open Source (30:15) Why Code Uses Kin, Not USDC (40:39) Live Micropayments Demo (43:08) Code’s 2024 Roadmap (45:18) How Developers Leverage Code’s SDK (47:18) Unique Use Cases and Institutional Partnerships (51:26) Solana, Code’s L2 and Appchains (01:03:46) Ted’s Bitcoin Thesis - - 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/ - - Resources Code Is Now Fully Open Source https://tedlivingston.substack.com/p/code-is-now-fully-open-source Code https://www.getcode.com/ https://twitter.com/getcode Lightspeed's Previous Episode With Ted https://spoti.fi/3T03NzE https://bit.ly/3SWZ8hE - - 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.

Did Pyth's airdrop overwhelm the Solana network? Was the degraded user experience an application fault, the result of a crude fee market or a stability issue? Garrett and Mert answer these questions in today's roundup. We also cover the SEC's attack on crypto, Solana's airdrop season, the changing L2 sentiment, Bonk's meteoric rise and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BLACKROCKLIGHTSPEED to get 20% off your ticket! Sign up now because the price goes up every month and the discount code expires November 27th! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:23) The SEC vs Kraken, SOL and Airdrops (6:03) Pyth’s Airdrop and Solana’s Network Stability (13:46) Priority Fees, Jito and Out-Of-Network Payments (17:33) The Changing L2 Sentiment (26:08) Coinbase Continues to Ignore Solana (29:31) Will L2s Ever Be Immutable? (33:48) Durable Nonces and Preconfirmations (39:18) Product vs Decentralization (44:20) Bonk’s Meteoric Rise (47:18) Gameable Metrics, Onchain Identity & Competition - - 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 Dune's Headmaster https://twitter.com/andrewhong5297 A Guide to Solana for Ethereum Analysts https://read.cryptodatabytes.com/p/a-guide-to-solana-for-ethereum-analysts - - 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.

Emon Motamedi joins us to discuss how Solana Labs hopes to find the next killer app. Emon leads product at Solana Labs and is the founder of Reddit's Digital Currency team. In this episode, we discuss Solana Labs' new incubator, finding the next killer app, multichain strategies, what crypto teams get wrong and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BLACKROCKLIGHTSPEED to get 20% off your ticket! Sign up now because the price goes up every month and the discount code expires November 27th! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:41) What is Solana Labs? (02:16) Solana Labs Product Incubator (23:25) What Teams Often Get Wrong - - Follow Emon: https://twitter.com/EmonMotamedi 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 Application for Solana Labs Incubator https://incubator.solanalabs.com/ Solana Labs https://twitter.com/solanalabs https://solanalabs.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.

Paul Bohm joins us to discuss how decentralized marketplaces, like ride-sharing, can leverage crypto's coordination tools to compete against today's incumbents. Paul is a visionary, crypto OG and founder of Teleport. In this episode, we discuss Paul's core insight, Teleport's design, go-to-market strategies, how to ensure quality in decentralized services, why AirBnB onchain isn't a thing and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BLACKROCKLIGHTSPEED to get 20% off your ticket! Sign up now because the price goes up every month and the discount code expires November 27th! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (01:16) Paul’s Core Insight that Lead to Teleport (10:32) How Teleport Works (19:25) Why Build Teleport on Solana? (21:32) DAS LDN Plug (22:17) How Governance Plays a Role (25:02) Go-to-Market and Market Forces (36:08) How Drivers, Users and Dispatchers Get Started on Teleport (41:55) How to Ensure Consistency and Quality of Service (45:34) What Teleport Means for Solana (47:59) Biggest Learnings as a Founder (51:03) Why Not Onchain AirBnB? (57:07) Rapid Fire - - Follow Paul: https://twitter.com/paulbohm 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 Teleport https://twitter.com/TeleportXYZ https://www.teleport.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.

Today's episode is from our other favorite podcast, 0xResearch. Garrett joins the team to explain this month's Solana rally! We dive into Solana's developer traction and documentation quality, the sustainability of low fees, comparisons to Ethereum L2s, and upcoming major ecosystem upgrades and catalysts like Firedancer. To close out the team touches on governance updates on inflation and incentive programs from Synthetix, Arbitrum, and dYdX. Enjoy! As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Subscribe to 0xResearch on: YouTube: https://bit.ly/3foDS38 Apple: https://apple.co/3SNhUEt Spotify: https://spoti.fi/3NlP1hA - - Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Matt: https://twitter.com/MattFiebach Follow Garrett: https://twitter.com/GarrettHarper_ Follow Blockworks Research: https://twitter.com/blockworksres Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (0:00) Introduction (1:36) The Solana Accusatory Audit (6:25) What is there to do on Solana? (14:38) Does SOL not being money hurt DeFi? (22:01) Hexens Ad (22:48) Lack of Protocol Documentation (26:13) Are there New Users? (30:25) L2 Framework is Overrated (46:24) DAS London Ad (47:20) ACP 13 Reducing Barrier of Subnet Validator Sets (55:38) Arbitrum Governance Updates (1:01:57) 1inch Selling ARB Airdrop - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free 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.

Qiao Wang from Alliance DAO (a web3 accelerator) joins us to discuss the applications and protocols that are primed to dominate crypto's next cycle. Qiao reviews thousands of crypto startups every year, has an uncanny ability to predict future narratives and is one of my favorite thinkers in the space! In this episode, we discuss why RWAs and payments are crypto's massive opportunity, how speculation is crypto's killer feature, Solana's comeback vs Ethereum's headstart, Coinbase's giant opportunity, where the developers are building and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:45) Two Massive Opportunities: RWAs + Payments (18:40) Why DePIN Works (21:01) Speculation is Utility (24:28) DAS LDN Plug (25:26) Where Are Developers Building? (28:57) Why Price Leads Everything (32:13) DeFi Apps and Horizontal Integration (34:53) The SuperApp Thesis (39:32) Coinbase and Onchain Identity (46:56) Cosmos’ Problem (49:46) L2 Competition and Fragmentation (57:29) What it Takes to Be a Great Crypto Founder - - Follow Qiao: https://twitter.com/QwQiao 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 Good Game podcast https://spoti.fi/3MKMLRQ Alliance DAO https://alliance.xyz/ https://twitter.com/alliancedao What does it take to be a good crypto founder? https://medium.com/alliancedao/what-does-it-take-to-be-a-good-crypto-founder-6c2600a99770 - - 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.

Matthew Sigel and Patrick Bush join us to discuss their recent report that predicts SOL to hit $335 by 2030. Matthew (head of crypto research) and Patrick (senior investment analysts) lead VanEck's crypto division. VanEck is a prolific TradFi asset management firm founded in 1955, but that hasn't stopped them from building one of the best research teams in crypto. In this episode, we discuss their Solana bull case, how to value L1s, if DCF valuations are a meme, Solana's biggest challenges, Cosmos vs Ethereum vs Solana, macro's impact and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:48) VanEck’s Path to Investing in Crypto (03:53) Investing in Smart Contract Platforms (06:39) The Solana Bull Case (17:53) Firedancer Questions (24:18) Integrated vs Modular Ecosystems (31:09) DAS London Plug (32:06) What Metrics Matter? (34:12) ETF Approvals and VanEck’s Philosophy (37:28) How to Value an L1: The DCF Meme (42:16) What About Cosmos? (48:36) Macro and a Multipolar Future (54:02) Favorite Verticals in Crypto (58:00) Rapid Fire - - Follow Matthew: https://twitter.com/matthew_sigel Follow Patrick: https://twitter.com/Patrick_Bush_VE 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 VanEck’s Base, Bear, Bull Case: Solana Valuation by 2030 https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/ - - 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.

Welcome to Lightspeed's third "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we discuss why all eyes are on Solana, hype vs reality, Bankless' Ethereum vs Solana episode, the significance of Solana projects launching tokens and our takeaways from Breakpoint. - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:35) Why Are Prices Pumping Right Now? (03:15) The Ethereum vs Solana Philosophy (37:37) Focus On Product and Finding PMF (49:33) Solana Projects Launching Tokens (55:38) Horizontal Integration and DeFi Competition (57:53) The Big 3 and Crypto’s Ecosystems - - 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 Bankless' Ethereum vs Solana episode https://spoti.fi/3QzTD5K - - 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.