Lightspeed

Jorrit Palfner and Yannik Schrade join us to discuss why privacy is required for crypto to go mainstream. Jorrit (Light Protocol's co-founder) and Yannik (Elusiv's co-founder) are building Solana's leading privacy protocols. This discussion is more technical than usual, but the insights are incredible. We discuss the implications of private computation, how Light and Elusiv bring privacy onchain, the risks of zero-knowledge proofs, why build privacy on Solana and not an SVM rollup 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 (00:44) Privacy is Required for Mass Adoption (04:36) Why Privacy Isn't the Default (12:37) What is a ZK Proof? (14:47) How Light and Elusiv Bring Privacy Onchain (32:17) DAS London Plug (33:14) Will ZK Complexity Increase a Protocol's Risk? (37:21) How Will Privacy Work With Public Applications? (47:44) Homomorphic Encryption and Multiparty Computation (MPC) (53:33) Token2022 and Why Build On Solana - - Follow Jorrit: https://twitter.com/ananas_light Follow Yannik: https://twitter.com/yrschrade 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 Light Protocol https://twitter.com/LightProtocol https://shield.lightprotocol.com/ Elusiv https://twitter.com/elusivprivacy https://www.elusiv.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.

This episode is the opening presentation from Breakpoint 2023! You'll hear from Solana's top talent, including Anatoly, Dan Albert, Amira Valliani, Noah Prince and Mert Mumtaz. This is the Solana ecosystem deep dive you won't want to miss! - - 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 (00:52) Anatoly: The Solana Thesis (12:58) DAS 2023 Promo (13:55) Dan Albert: Firedancer Is Live On Testnet! (20:03) Amira Valliani: Client Diversity and Decentralization (27:35) Noah Prince: Only Possible On Solana (35:29) Mert Mumtaz: Now Is The Time to Build (42:18) Austin Federa and Anatoly: What's Next? - - Follow Anatoly: https://twitter.com/aeyakovenko Follow Dan: https://twitter.com/DanPaul000 Follow Amira: https://twitter.com/amiravalliani Follow Noah: https://twitter.com/redacted_noah Follow Austin: https://twitter.com/Austin_Federa 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 Link to all Breakpoint panels https://www.youtube.com/@SolanaFndn Breakpoint 2023 https://solana.com/breakpoint - - Disclaimers: Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. 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.

Tushar Jain joins us to discuss how he identifies crypto applications that both create AND Tushar Jain joins us to discuss how he identifies crypto applications that create AND capture value. Tushar co-founded Multicoin Capital and is one of the most prolific investors in the space, known for his contrarian [and often correct] theses. In this episode, we cover Solana's rise from the ashes, how L1s accrue value, what crypto metrics matter, Solana's consumer chain narrative, the DePIN opportunity 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 (01:31) The Solana Thesis (06:37) Internet Native Money and L1 Value Accrual (12:28) Qualities of an Investable Application (18:45) DePIN and New Methods of Token Distribution (25:14) Why TVL is a Harmful Metric (28:44) Solana’s Consumer Chain Narrative (32:09) DAS London Plug (33:18) Metrics That Matter (44:07) Solana’s Decentralization (47:41) Bitcoin's Problem (55:00) Attention is Everything (57:42) What’s Your North Star? (59:51) Rapid Fire - - Follow Tushar: https://twitter.com/TusharJain_ 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 Multicoin https://multicoin.capital/ Multicoin Summit 2023 Videos https://multicoin.capital/2023/10/06/discussions-from-the-2023-multicoin-summit/ The Techn-Optimist Manifesto https://a16z.com/the-techno-optimist-manifesto/ - - Disclaimers: Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. 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.

Kash Dhanda and Brandon Potts join us to discuss how builders can leverage Solana's unique value proposition to be the go-to ecosystem for crypto's next wave of users. Kash is a founding member of Superteam, where he helps Solana projects launch and grow their community, and Brandon is a Principal at Framework Ventures. In this conversation, we cover Solana's resurgence and payments narrative, crypto business models, Solana's shortcomings, whether Solana will be the default consumer chain, crypto's emerging market opportunity 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 (00:59) Solana’s Resurgence (07:34) The Payments Narrative: Solana’s Schelling Point (14:03) Content Creation + Solana's Value Prop (18:13) Crypto Business Models (23:06) The Importance of Community (27:22) Web2 vs Web3 (32:25) DAS London Plug (33:33) The Most Exciting Things in Solana Right Now (40:16) A Solana Roast: What Needs to Improve? (45:33) Is Solana the Consumer Chain? (50:36) Crypto’s Emerging Market Opportunity (56:49) Abstract the Tech, Focus on Outcomes (01:01:36) Hyperdrive: Solana’s Hackathon - - Follow Kash:https://twitter.com/kashdhanda Follow Brandon: https://twitter.com/b_potts23 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 Superteam https://superteam.fun/ Framework Ventures https://framework.ventures/ Hyperdrive https://solana.com/hyperdrive - - 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.

Joel Monegro, co-founder of Placeholder, joins us to discuss Solana's compounding advantage. Joel is a crypto OG, a prolific writer (wrote The Fat Protocol Thesis in 2016) and co-founded Placeholder with Chris Burniske. In this episode, we cover Joel's Solana thesis, upcoming infrastructure consolidation, app-specific L2 use cases, Joel's updated thoughts on The Fat Protocol Thesis, finding your investment edge 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 (01:20) Ethereum vs Solana: Two Design Approaches (09:45) Solana Pre and Post FTX (15:30) A Consolidation of Infrastructure (23:24) DAS London Plug (24:33) The Fat Protocol Thesis (39:01) Investment Philosophies & Application-Specific L2s (45:07) Joel’s Path to Venture Capital (53:24) How to Improve Your Writing (59:57) Finding Your Investment Edge (01:04:42) Rapid Fire - - Follow Joel: https://twitter.com/jmonegro 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 Placeholder https://www.placeholder.vc/ Ethereum and Solana by Joel https://www.placeholder.vc/blog/2023/10/10/ethereum-and-solana The Fat Protocol Thesis by Joel https://www.usv.com/writing/2016/08/fat-protocols/ Joel's Website https://monegro.org/work/2018/2/1/fat-protocols Carlota Perez https://www.amazon.com/Technological-Revolutions-Financial-Capital-Dynamics/dp/1843763311 - - 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.

Jon Charbonneau joins us to discuss how integrated and modular chains are on an inevitable path toward the same endgame. Jon is an investor and the most prolific researcher in the space who understands the nuances and tradeoffs of the Solana and Ethereum ecosystems. In this episode, we cover what SVM adoption means for Solana, if rollups scale Ethereum, why Jon is spending more time in Solana and the SVM, the convergence of the integrated and modular roadmap, how rollups will leverage Solana and more! - - Timestamps (00:00) Introduction (01:13) The Rollup Debate (10:31) Modular vs Integrated: The Great Convergence (18:06) The Appchain Thesis (26:31) What SVM Adoption Means for Solana (29:54) DAS London Promo (32:53) Why Solana? (34:02) What Ethereum & Solana Can Learn From Each Other (37:49) The Value of End-User Verification (40:45) Lido’s Dominance, Nakamoto Coefficients & Social Pressure (46:14) Ethereum Aligned (50:07) What Keeps You Here & The State of Crypto (55:35) Solana as a Settlement and Sequencing Layer (58:47) Why You Should Write - - Follow Jon: https://twitter.com/jon_charb 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 DBA's Website https://dba.xyz/ Do Rollups Inherit Security by Jon https://dba.xyz/do-rollups-inherit-security/ Jon's Substack https://joncharbonneau.substack.com/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Fisk and Matti, from Zee Prime Capital, join us to discuss the rise of crypto's first superapp. In this episode, we cover the Fappening Thesis (superapp), why everyone invests in middleware, how protocols establish moats, the future of Web3 social, how crypto will impact equality and more! Fisk and Mattie have some of the most eccentric and prescient ideas in crypto - you won't want to miss this one. - - Timestamps (00:00) Introduction (00:54) The Dev2Dev Thesis (08:13) The Fappening: Rise of the Superapp (15:02) How Apps Establish Moats (18:45) Is Blockspace Commoditized? (30:44) Uniswap’s New Fee: Protocols vs Frontends (36:24) Web3 Social: Status vs Utility (47:31) Equal Opportunity vs Equal Outcomes (55:58) Advice: Think Different - - Follow Fisk: https://twitter.com/Fiskantes Follow Matti:https://twitter.com/mattigags 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 Zee Prime https://zeeprime.capital/ The Future of OwnyFans https://zeeprime.capital/the-future-of-owny-fans The Fappening https://zeeprime.capital/the-fappening The Middleware Thesis https://zeeprime.capital/infrastructure-lego-the-middleware-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.

Welcome to Lightspeed's second "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 Solana disinformation, the increasing adoption of the SVM, why DePIN could be crypto's next narrative, the ETH vs SOL debate, the power of permissionless frontends and more! - - Timestamps (00:00) Introduction (00:36) Solana Misinformation (08:26) Why Crypto Needs to Focus on Distribution (21:56) SVM Adoption, Integrated vs Modular Ecosystems & DePIN (31:56) Web3’s Social Opportunity (38:54) ETH vs SOL: Scarcity vs Abundance (45:25) The Permissionless Frontend Thesis (52:54) Today’s Fundraising Environment - - 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 Zero to One by Peter Thiel https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296 Ethereum and Solana by Joel Monegro https://www.placeholder.vc/blog/2023/10/10/ethereum-and-solana Anatoly's episode on Validated https://spoti.fi/3RZqZ0g - - 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.

Antonio García Martínez joins us to discuss why onchain attribution and advertising are crucial to crypto's growth. Antonio is a prolific ad tech entrepreneur, the author of Chaos Monkeys and now the founder of Spindl. In this episode, we discuss the evolution of Web2 advertising, crypto's massive onchain attribution opportunity, data privacy and ownership, potential catalysts for crypto's adoption, how AI will impact advertising and more! - - Timestamps: (00:00) Introduction (00:56) The Evolution of Ad Tech (13:47) How Spindl Brings Attribution to Web3 (22:11) Crypto’s Publisher Problem and Discovery (25:38) The Importance of Being Native to the Medium (33:19) Data Privacy and Ownership (35:55) Antonio’s Web3 Thesis (41:03) Should DAOs Exist? (44:24) What Will Catalyze Crypto's Adoption? (48:09) AI’s Impact on Advertising (51:10) Advice for Startup Founders (54:20) Rapid Fire - - Follow Antonio: https://twitter.com/antoniogm 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 Spindl https://www.spindl.xyz/ Chaos Monkeys https://www.amazon.com/Chaos-Monkeys-Obscene-Fortune-Failure/dp/0062458191 Stratechery (Ben Thompson) https://stratechery.com/ Mobile Dev Memo https://mobiledevmemo.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.

Antonio Juliano, the founder of dYdX, joins us to discuss why dYdX is launching an appchain. dYdX has over $1T in exchange volume, 50%+ market share of onchain perps market, and is one of the few crypto products that's found a semblance of product-market fit. Despite this, dYdX is moving from Starkware (an Ethereum L2) to a Cosmos-based appchain, officially launching this month! In this episode, we cover why dYdX is launching an appchain, finding product-market fit, decentralization vs immutability, branding and distribution, why Antonio is now against horizontal integration and more! - - Timestamps (00:00) introduction (00:57) dYdX: Crypto’s Leading Perpetuals Exchange (04:50) Why dYdX is Launching an Appchain (17:07) Choosing the Right Tech Stack (20:59) The L2 Landscape (24:52) Jito Midroll (25:57) Does Cosmos Have to Succeed for dYdX to Succeed? (28:51) Decentralization and Immutability (33:24) Why Should People Care About DeFi? (39:10) The User-Generated Value Thesis (43:55) What Antonio Has Learned as a Crypto Founder (49:29) Committees Can't Make Big Bold Decisions (55:30) Discovery and Branding (57:09) Horizontal vs Vertical Integration (01:01:13) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Antonio: https://twitter.com/AntonioMJuliano Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Jito jito.network dYdX https://twitter.com/dYdX https://dydx.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.

Arianna Simpson, Riyaz Faizullabhoy and Nass Eddequiouaq join us to discuss how crypto needs to shift its focus back to the user experience. We cover crypto's friction points, the application vs infrastructure phase, how Bastion can enable simple onboarding and a Web2-like user experience, crypto's misplaced defaults, over-indexing on decentralization and more! - - Timestamps: (00:00) Introduction (00:26) What Problem Is Bastion Solving? (06:57) Have We Over-Indexed on Decentralization? (10:04) Building Infrastructure vs Consumer-Facing Products (14:26) How Transaction Routing Works (18:18) Why Should Consumers Care? (21:49) Unique Use Cases Enabled by Web3 (28:24) The Infrastructure vs Application Phase (30:34) Will Users Self-Custody in the Future? (32:00) How Crypto Can Rebuild Trust (35:54) Interoperability and Bridge Risk (40:38) How Developers Choose Where to Build (44:34) Crypto's Misplaced Defaults (49:36) The Insane Challenge of NFT Projects - - Follow Arianna: https://twitter.com/AriannaSimpson Follow Nass: https://twitter.com/nassyweazy Follow Riyaz: https://twitter.com/riyazdf 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 Bastion https://www.bastion.com/ https://twitter.com/BastionPlatform a16z https://a16zcrypto.com/ https://twitter.com/a16zcrypto - - 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.

Kain Warwick, the founder of Synthetix and Infinex, joins us to discuss how permissionless frontends are crypto's next battleground. Crypto has the infrastructure to support the next wave of users, but the user experience is lightyears behind Web2. What can solve this? Permissionless frontends. In this episode, we cover why Kain is building Infinex, the missing piece to get users onchain, crypto's new aggregators, Kain's multichain strategy, where DAOs fail to innovate and more. This might be my favorite episode yet! - - Timestamps (00:00) Introduction (02:04) A Shift from Infrastructure to the User Experience (05:03) Why Synthetix Chose Optimism (09:11) The Missing Ingredient to Compete with Binance (11:53) L2 Liquidity Fragmentation (14:51) Should Projects Launch on Multiple Chains? (17:18) Why Synthetix Might Launch an Appchain (19:10) How to Build Brand Trust & Bring Users Onchain (32:57) Jito MidRoll Plug (34:02) Crypto’s New Aggregators: Permissionless Frontends (43:06) Taking Speculation Too Far (51:16) L2 Centralization Vectors & Progressive Decentralization (57:06) Will L2s Have a Power Law Outcome? (59:54) Why Kain is Still in Crypto (01:05:26) Where DAOs Succeed and Fail (01:12:44) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Kain: https://twitter.com/kaiynne 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 Synthetix https://twitter.com/synthetix_io https://linktr.ee/synthetix Infinex https://twitter.com/infinex_app https://infinex.io/ Kain's Writings https://mirror.xyz/kain.eth - - 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.

Abhay Kumar, the CEO of the Helium Foundation, joins us to discuss how DePIN and Helium are bringing undeniable utility to crypto. Helium is a DePIN protocol that coordinates and incentivizes the buildout of wireless infrastructure around the world. In this episode, we discuss the secret to Helium's success, why Helium migrated to Solana, DePIN competition and moats, the value of onchain identity and more! - - Timestamps: (00:00) Introduction (00:16) What is DePIN? (02:18) The Secret to Helium’s Success (09:23) Why Helium Migrated to Solana (19:02) Onboarding Users, Hotspots and Oracles (26:39) Helium Mobile and Go-to-Market Strategies (43:41) Nova Labs and the Helium Foundation (46:36) Competition and Moats (49:33) Does Solana Have a DePIN Network Effect? (55:01) Demand Catalysts (57:45) DeFi, Composability and Onchain Identity (01:03:25) Advice for Crypto Founders - - Follow Ahbay: https://twitter.com/abhay 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 Helium https://www.helium.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.

Joe McCann and Mike Dudas join us to discuss their Web3 investment framework. We cover Solana's core advantage and if SVM adoption impacts their thesis, investing in monolithic vs modular infrastructure, the state of crypto venture capital, the key to attracting new developers, crypto's most exciting verticals and more! Joe and Mike are two prolific investors with unique insights you won't want to miss. - - Timestamps (00:00) Introduction (00:51) Joe and Mike’s “Earned Secret” (14:22) The Solana Thesis (32:04) Jito MidRoll (33:08) Investing in Monolithic vs Modular Protocols (42:08) Eclipse and the SVM Value Accrual Debate (49:17) The State of Crypto Venture Capital (58:56) Applications and Sectors to Watch (01:06:00) The Crypto Media Landscape (01:09:00) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Mike: https://twitter.com/mdudas Follow Joe: https://twitter.com/joemccann Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Jito jito.network 6th Man Ventures https://6thman.ventures/ Asymmetric https://asymmetric.financial/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Ryan Wyatt is the former Head of YouTube Gaming and President at Polygon Labs. He is a master at business development, strategy and product. In this episode, Ryan explains why crypto gaming is here to stay. We discuss Ryan's time at YouTube and path to Web3, the value of Web2 business development, what crypto unlocks for gaming, the consolidation of crypto's infrastructure layers and more! - - (00:00) Introduction (00:49) How Ryan Became the Head of Gaming at YouTube (11:44) The Jump to Web3 and Polygon Labs (20:12) Web2 vs Crypto-Native Talent (23:08) Business Development Matters (30:28) Why Gamer’s Hate NFTs (35:26) What Crypto Unlocks for Gaming (44:11) How Generative AI Will Impact Gaming (47:22) What Games are Best Positioned to Integrate Crypto (52:56) The Shift From Infrastructure to Apps (57:02) Is Gaming Crypto’s Savior? (59:46) What Ryan Wants to Work on Next (1:02:15) Rapid Fire - - Follow Ryan: https://twitter.com/Fwiz Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Anatoly joins Mert to discuss his 5-year vision for Solana. In this discussion, we cover Solana's changing narrative, Firedancer's performance, Solana's shrinking hardware requirements, why Anatoly wants people to fork the SVM, the key to crypto adoption and why multiple slot leaders will be a huge upgrade for Solana! This was a discussion from last week's Permissionless II conference. - - Timestamps (00:00) Introduction (03:19) Solana’s Momentum and Big Announcements (07:49) Value Capture and Local Fee Markets (15:18) QUIC and Stake-Weighted QoS (17:23) Firedancer’s Performance & Solana’s Hardware Requirements (25:06) Jito Promo (31:04) Solana’s Most Exciting Applications (32:07) What Can Solana Learn from Ethereum? (34:38) Why Solana Wants Multiple Leaders per Slot - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Anatoly: https://twitter.com/aeyakovenko Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Jito jito.network Permissionless https://blockworks.co/event/permissionless-2023 - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Luigi DeMeo and Patrick O'Grady join us to discuss Avalanche's core thesis and roadmap. We cover Avalanche's cored design, why projects will leverage subnets, what's holding Avalanche back, legacy vs next-gen chains, L2 rollups and appchains, the RWA use case and more! - - Timestamps: (00:00) Introduction (01:05) Avalanche’s Design and Core Thesis (10:34) Avalanche's Consensus Mechanism and Validator Requirements (18:54) AVAX and Value Accrual (24:45) Legacy vs Next-Gen Chains and Rune’s SVM Post (32:45) L2 Scaling and Appchains (40:39) Where Will Value Aggregate on Avalanche? (45:38) Avalanche’s Core Focus and Use Case (56:18) How Do You Think About Community? (01:05:17) Rapid Fire - - Follow Luigi: https://twitter.com/luigidemeo Follow Patrick: https://twitter.com/_patrickogrady Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Avalanche https://twitter.com/avax https://www.avax.network/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Ted Livingston joins us to discuss how to build consumer crypto products that solve problems users actually care about. In 2009, Ted founded Kik, which grew to over 300M users and led the way for today's messaging apps. Ted is now working on Code, a Solana-based payments app that makes it easy to pay anyone, anywhere in the world. In this episode, we cover Ted's learnings from building Kik, why Kik launched Kin and built on Solana, why stablecoins aren't crypto's answer, what the crypto industry got wrong, why Code could be crypto's first mainstream app and more! - - Timestamps (00:00) Introduction (01:01) Building Kik: One of the Fastest Growing Apps in History (08:22) Crypto as a New Business Model (12:03) Why Build on Solana? (19:57) Code’s Design + Live Demo (23:43) Jito Plug (24:46) Kin: Why Stablecoins Aren’t the Answer (30:00) How to Cultivate Unique Ideas (34:43) Focusing on Narratives vs Products (37:05) Crypto's Go-to-Market Failure (40:02) Why Ted’s Still in Crypto (42:15) Thoughts on Social and Stablecoins (46:07) What Crypto Uniquely Enables (51:21) How to Attract New Users (58:06) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Ted: https://twitter.com/ted_livingston Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Code https://www.getcode.com/ https://twitter.com/getcode - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Could Solana's payments narrative create the schelling point that drives new adoption? Welcome to Lightspeed's first "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we cover Visa's Solana announcement, Rune's proposal to fork the SVM, Solana DeFi 2.0, Lido's liquid staking trouble on Solana, how to bring new users to crypto and more! - - Timestamps: (0:00) Introduction (00:18) Visa Announces USDC Settlement on Solana (12:35) Rune's Proposal to Fork the SVM (21:18) Integrated vs Modular & the Appchain Debate (34:30) Why Payments Are Uniquely Suited for Solana (43:31) Solana DeFi 2.0 (46:55) Solana Liquid Staking & Multi-Chain Deployments (51:38) How to Bring New Users to Crypto - - Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Rune's Post on Exploring Solana's Codebase for NewChain https://forum.makerdao.com/t/explore-a-fork-of-the-solana-codebase-for-newchain/21822 - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Tristan Frizza, Marius Ciubotariu and Ben Chow join us to debate if Solana has hit an inflection point that will usher in new users and use cases. We discuss the implications of Visa's Solana partnership, how Solana has changed since 2021, why people should care about Solana DeFi 2.0, go-to-market strategies, Rune's SVM fork proposal and more! Tristan, Marius and Ben are prolific Solana DeFi founders with unique insights you won't find anywhere else. - - Timestamps: (00:00) Introduction (00:31) Solana’s Inflection Point (04:13) Building in Solana: 2021 vs 2023 (21:57) What is Solana DeFi 2.0? (31:15) PERMISSIONLESS PLUG (32:15) G2M: What’s Your Strategy, Who’s Your Customer (50:01) DeFi’s Unique Value Proposition (55:37) Rune’s Proposal to Fork the SVM + Appchains (01:08:08) Rapid Fire - - Follow Marius: https://twitter.com/y2kappa Follow Tristan: https://twitter.com/Tristan0x Follow Ben: https://twitter.com/hellochow Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Zeta Markets https://twitter.com/ZetaMarkets https://docs.zeta.markets/mad-wars/intro-to-the-mad-wars Meteora https://twitter.com/MeteoraAG https://www.meteora.ag/ Hubble Protocol https://twitter.com/HubbleProtocol https://app.hubbleprotocol.io/ Jupiter Exchange https://twitter.com/JupiterExchange https://jup.ag/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Keone Hon and Kevin G join us to discuss how Monad is scaling the EVM. Every project in crypto right now is launching an L2 or marketing how their execution environment is better than the EVM. Monad has taken the opposite approach and is building an L1 that leverages the EVM with new optimizations like parallel execution. In this conversation, we discuss Monad's EVM optimizations, the blockchain trilemma, why Monad chose the EVM, how to launch a new L1, modular vs integrated and more! - - Timestamps (00:00) Introduction (00:32) Monad: A Parallelized L1 Leveraging the EVM (06:01) The Blockchain Trilemma (17:31) Monad’s Optimizations and Remaining Bottlenecks (26:14) Jito Mid Roll (27:18) Permissionless Plug (28:18)Why Choose the EVM and Not Build an L2? (31:13) The Importance of Community (36:20) L1 Fees and Tokenomics (41:58) Could Ethereum Implement Monad’s Optimizations? (43:15) The Blockchain Design Landscape (46:49) Modular vs Integrated (49:10) Crypto’s Most Exciting Sectors (51:54) High Fidelity DeFi (55:21) Go-To-Market Strategy (59:57) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Keone: https://twitter.com/keoneHD Follow Kevin: https://twitter.com/zen_llama Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Jito jito.network Monad https://twitter.com/monad_xyz https://linktr.ee/monad_xyz - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Jeff Morris Jr. joins us to discuss how crypto can build products users love. Jeff is a venture capitalist and product genius who previously led Tinder's Revenue team as Tinder went from $20M to $1.2B in ARR and became the #1 grossing app in the App Store. In this conversation, we cover user acquisition and branding, the power of subscription business models, how to find crypto market fit, how to take advantage of platform shifts, learnings from NBA TopShot and more! - - Timestamps: (00:00) Introduction (01:08) Venture Narrative Whiplash (08:20) Protocols as Open-Source Software (11:41) The Power of Subscription Business Models (15:24) Permissionless Plug (22:32) Using Tokens to Incentivize Users (23:32) Does Anything in Crypto Have Product Market Fit? (28:36) How to Make Crypto More Accessible (34:28) Decentralization vs User Experience (42:31) What Verticals Are Underrated in Crypto? (45:20) Learnings from NBA TopShot (47:39) The Difficulty of Building Consumer Products (52:49) A Founder’s “Earned Secret” (58:11) Platform Shifts (01:01:50) Launching on Multiple Chains & Distribution (01:09:19) Writing Tips & Final Takeaways - - Follow Jeff: https://twitter.com/jmj Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Chapter One https://chapterone.com/ Jeff's Substack https://jeffmorrisjr.substack.com/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Nic Carter joins us to discuss how digitized dollars are crypto's killer use case. We explore predictions for stablecoins, what people get wrong about Tether, US regulation, why L1 networks over-index on scarcity, crypto's most over/underrated sectors and more! Nic is a crypto OG, prolific writer and investor. You don't want to miss this one! - - Timestamps (00:00) Introduction (00:34) Stablecoins: Crypto Is All About Moving Dollars (08:58) Terra’s Failed Attempt to Leverage BTC (10:29) Delta-Neutral Stablecoins (14:59) Tether Haters Were Wrong (20:00) The State of US Stablecoin Regulation (27:33) Jito Mid-Roll (28:37) Permissionless Plug (20:00) The State of US Stablecoin Regulation (29:37) How Stables Impact the Value of L1 Tokens (34:42) Why Crypto Has Become a Religion (40:48) We’ve Overindexed on the Scarcity Features of L1 Networks (44:44) The Value of Composability (50:33) Crypto’s Most Overrated/Underrated Sectors (56:33) 4 Stablecoin Predictions (59:34) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Nic: https://twitter.com/nic__carter Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Jito jito.network Nic Carter's Website https://niccarter.info/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Today we are joined by the team from Magic Eden to discuss the state of NFTs. We cover what went wrong with the 10K PFP collections, royalty fees and creator monetization, horizontal vs vertical marketplaces, Magic Eden's multichain strategy, the advantages of different L1s and more! - - Timestamps: (00:00) Introduction (00:47) Is the 10K PFP Collection Dead? (05:26) Why Should People Care About NFTs? (08:52) Royalty Fees and Creator Monetization (20:47) Permissionless Plug (21:47) Compressed NFTs on Solana (28:49) Horizontal vs Vertical Marketplaces (33:52) Magic Eden’s Multichain Strategy (01:00:32) Yoot’s Migration to Polygon (01:07:40) Rapid Fire - - Follow Zedd: https://twitter.com/zhuoxunyin Follow Tiff: https://twitter.com/hausoftiffany Follow Rex: https://twitter.com/zhouzhuojie Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Magic Eden https://magiceden.io/ https://twitter.com/MagicEden - - 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.

Nick White (COO of Celestia) and Neel Somani (founder of Eclipse) join us to debate the tradeoffs of modular vs integrated blockchains. We cover the modular thesis, how Eclipse is bringing the SVM to Ethereum, the hidden costs of modularity, centralized sequencers and L2s, where value will accrue in a modular paradigm and more! - - Timestamps (00:00) Introduction (01:17) What are Modular Blockchains? (05:02) Data Availability Explained (08:43) Light Clients and End User Verification (19:13) Eclipse: the SVM Rollup Provider (20:18) Why do Rollups Need Settlement? (25:54) Jito Mid Roll (26:58) Permissionless Plug (27:58) Should Celestia Enshrine a Settlement Layer? (31:02) L2 Training Wheels (35:21) Kyle Samani’s "The Hidden Costs of Modular Systems” (42:30) Appchains vs Rollups (46:11) How Eclipse is Bringing the SVM to Ethereum (47:26) Are Centralized Sequencers Okay? (52:56) Will Crypto Apps Have a Power Law Outcome? (57:31) Network Effects and Value Accrual (01:07:43) Where Will Enterprises Launch Applications? (01:11:36) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Neel: https://twitter.com/neelsalami Follow Nick: https://twitter.com/nickwh8te Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Jito jito.network Celestia https://twitter.com/CelestiaOrg https://celestia.org/ Eclipse https://twitter.com/EclipseFND https://www.eclipse.builders/ - - 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.

Chase Chapman and David Phelps join us to discuss what crypto governance gets wrong. This is the most fun conversation we've had on Lightspeed yet! We cover how to make people care about governance, what's holding crypto back, the importance of onchain identity, where Balaji's network state falls short, why you can't L2 your way to PMF and more! - - Timestamps: (00:00) Introduction (01:46) What Crypto Gets Wrong About Governance (11:56) Jokerace: Turning Governance Into Contests (14:09) Friend.tech and Making Governance Addictive (23:43) What’s Holding Crypto Back? (24:43) Permissionless Plug (30:29) The Importance of Onchain Identity (37:57) Crypto’s Tribalism (44:39) Critiques of Balaji’s Network State (50:00) How Will Crypto’s Topology Play Out? (53:55) Advancing Onchain Literacy (56:01) You Cannot L2 Your Way to PMF (59:23) Rapid Fire - - Follow Chase: https://twitter.com/chaserchapman Follow David: https://twitter.com/divine_economy Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources David's Substack https://davidphelps.substack.com/archive On The Other Side (Network State episode) https://spoti.fi/3QFj1sH Metropolis https://www.metropolis.space/ https://twitter.com/0xMetropolis Jokerace https://jokerace.xyz/ https://twitter.com/jokerace_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.

Cindy Leow and Chris Heaney join us to discuss how Drift is building the #1 trading experience on Solana. In this episode, we cover Drift's core design and liquidity layers, the advantages of perps, why Drift built on Solana, vertical vs horizontal integration, Drift's distribution framework, what DeFi got wrong and more! - - Timestamps (00:00) Introduction (00:48) Drift: Solana’s Perpetual Swaps Exchange (01:55) The Advantages of Perps (04:08) The Liquidity Trifecta: Drift’s 3 Layers of Liquidity (14:19) Drift’s End Game (17:54) Permissionless ad (26:40) Why Build on Solana? (27:40) Vertical and Horizontal Integration (31:27) Abstracting the Underlying Chain (34:58) How Drift Approaches Distribution (40:41) Customer Acquisition (43:52) What DeFi Got Wrong (54:21) Hot Takes: NFTs Fail if DeFi Fails & Mutable Contracts (59:40) Why Are You Building in Crypto? (01:04:47) Regulation and Building in the US (01:07:57) Rapid Fire - - Follow Cindy: https://twitter.com/cindyleowtt Follow Chris: https://twitter.com/crispheaney Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Drift https://linktr.ee/driftprotocol https://twitter.com/DriftProtocol - - 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 joins us to discuss why Solana is uniquely designed to utilize ever-increasing bandwidth and compute. We cover Solana's core thesis, how blockchains benefit from hardware improvements, the fundamental flaws of L2s, Anatoly's favorite applications, decentralization and more! Anatoly is a legend, you don't want to miss this one! - - Timestamps (00:00) Introduction (01:47) Solana’s Core Thesis (10:29) The Scaling Bottleneck (13:43) Do All Blockchains Equally Benefit From Hardware Improvements? (17:47) Pros and Cons of Parallel Execution (20:56) The Realities of Decentralization (24:32) Solana’s Design Moat (27:57) Jito Mid Roll (29:01) Permissionless Plug (30:01) The Fundamental Tradeoffs of L2s (44:43) How Should Solana Approach Business Development? (48:33) The Role of Solana Labs and the Solana Foundation (50:18) The Compressed NFT Opportunity (53:54) We Need to Fix DAO Governance (55:40) Anatoly’s Metric of Success for Solana (58:21) Why Anatoly Hasn’t Left Crypto (01:00:12) Why an Average Joe Would Use Solana (01:01:58) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow 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/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Jito jito.network Endgame: Proof of Governance - Jon Charbonneau https://www.youtube.com/watch?v=toPd1vgHjVE - - 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 joins us to discuss why Solana DeFi is the best opportunity in crypto right now. Ansem is one of the top traders in the space who is a master of finding crypto's next narrative. In this episode, we cover the Solana opportunity, why Ansem is bullish on crypto gaming, how to think about L2s vs appchains, the closing investment opportunity, Ansem's favorite crypto applications and more! - - Timestamps (00:00) Introduction (01:18) Terminally Online (03:28) DeFi Kingdoms and Crypto Gaming (06:17) Is Speculation a Feature or a Bug? (08:40) Jito ad (09:44) Permissionless ad (10:44) Why Ansem’s Bullish on Solana DeFi (14:04) The Solana Thesis (22:32) Navigating L2s, Modularity and Appchains (25:39) Why People Should Be Watching Cosmos (32:05) Building Great Products for New Users (37:26) Crypto Twitter (45:22) Today's Unique Opportunity (52:15) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Ansem: https://twitter.com/blknoiz06 Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Jito jito.network Ansem's Substack https://blknoiz06.substack.com/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

We're joined by Kyle Samani, the co-founder of Multicoin Capital and one of crypto's most independent thinkers. In this episode, we cover why "monolithic L1s" is a misnomer, the value of global state, how a protocol establishes moats, why DePIN is finding product-market fit, how Kyle synthesizes new ideas and more! - - Timestamps: (00:00) Introduction (00:34) The Modular vs Monolithic Debate (07:43) Bootstrapping Communities (09:17) A Case for Rollups and Appchains (15:33) The Value of Composability and Globally Shared State (22:22) Permissionless Plug (23:22) Crypto’s Moats, Meat Space and the Saga Phone (28:38) Don’t Sleep on DePIN (45:11) Spatial Computing and New Form Factors (53:42) Kyle’s Thinking Process (57:49) Zero Knowledge Proof Use Cases (01:04:21) How Kyle Cultivated His Communication Style (01:06:03) Advice for Founders - - Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. - - Follow Kyle: https://twitter.com/KyleSamani Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Multicoin Capital https://multicoin.capital/ Unlocking Payments Over Crypto Rails https://multicoin.capital/2022/12/08/unlocking-payments-over-crypto-rails/ Stratechery (Ben Thompson) https://stratechery.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.

We're joined by Vibhu Norby, the founder of DRiP, to discuss why DRiP is crypto's best shot at mainstream adoption. DRiP has already minted 18 million NFTs to 800 thousand wallets. If one crypto app has found product market fit, it's DRiP. In this episode, we cover what makes DRiP unique, what crypto should learn from the gaming industry, how creators can leverage DRiP, the future of NFTs, how DRiP will forever change Solana and more! - - Timestamps (00:00) Introduction (01:15) What Makes DRiP Unique? (11:34) DRiP’s Insane Growth (14:28) Community Pushback and FUD (17:49) How Gaming Inspired DRiP (22:09) Learnings from Working with Tony Fadell (26:16) Jito Promo (27:16) Permissionless Promo (28:19) Why Vibhu Doesn’t Like Curation (30:54) How Can Lightspeed Leverage DRiP? (33:17) Tracking and Attribution on DRiP (36:46) DRiP’s Business Model (39:19) Predicting the Future of NFTs (42:21) Why DRiP is Only on Solana (44:48) How DRiP Will Onboard Millions of Users to Solana (48:58) Competition, Products vs Distribution & Building in Web3 (01:01:36) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Vibhu: https://twitter.com/vibhu Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Jito jito.network DRiP https://linktr.ee/drip.haus https://twitter.com/drip_haus DRiP analytics dashboard https://analytics.topledger.xyz/tl/public/dashboards/7XqwqSZ3r7aYD5EVBwd67VHQ3Y1pXrq0agQptxuU - - 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.

In today's episode, we're joined by Ilja Moisejevs and Richard Wu to discuss how Tensor is building the #1 NFT marketplace in Solana and why compressed NFTs are Solana's new unlock. We cover why Ilja and Richard chose Solana, the advantages of professional vs retail products, compressed NFTs, Tensor's roadmap, crypto's path to mass adoption and more! - - Timestamps: (00:00) Introduction (00:20) Tensor: NFT Trading for Prosumers (04:28) Why Build NFT Infrastructure? (07:57) How Did You Choose to Build on Solana? (12:31) Path Dependency: Expanding From Pros to Retail (15:19) Competition (18:57) Loyalty Points and Hyperscaling (21:07) Compressed NFTs: The Unlocks and Tradeoffs (36:23) Permissionless Ad (37:23) Tensorians: Tensor’s NFT Project (44:20) Tensor’s Roadmap and Owning the User Relationship (50:32) What You’ve Learned as a Founder (01:02:47) Rapid Fire - - Follow Richard: https://twitter.com/0xrwu Follow Ilja: https://twitter.com/_ilmoi Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Tensor https://twitter.com/tensor_hq https://linktr.ee/tensor_hq - - 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.

In today's episode, we're joined by Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode of Lightspeed, this is it. We discuss if crypto is a bet on tech or financial collapse, blockchain infrastructure ideologies, Balaji's Network State, how to build effective communities, the future of open source, combatting tribalism and more! - - Timestamps: (00:00) Introduction (03:01) Is Crypto a Bet on Tech or Financial Collapse? (08:04) Appchains vs Monolithic vs Modular Ideology (13:07) Why Akshay Joined the Solana Community (14:49) Jito Promo (15:54) Permissionless Promo (16:54) The Network State (31:21) Market Depth and the Overton Window (37:25) How to Build Effective Communities (43:43) Three Ways to Align People (50:11) How to Combat Tribalism (01:03:54) Crypto has PMF, Regulation is Holding it Back (01:14:57) Will Centralized Companies Embrace Open Source? (01:17:28) Advice for Startup Founders - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Balaji: https://twitter.com/balajis Follow Akshay: https://twitter.com/akshaybd Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Jito jito.network The Network State https://thenetworkstate.com/ The Network State (Balaji, Estonia 2015) https://teleport.org/blog/2015/07/the-network-state/ Software is Reorganizing the World (Balaji, 2011) https://www.wired.com/2013/11/software-is-reorganizing-the-world-and-cloud-formations-could-lead-to-physical-nations/ The Secret Document That Transformed China https://www.npr.org/sections/money/2012/01/20/145360447/the-secret-document-that-transformed-china SuperTeam https://superteam.fun/ https://twitter.com/SuperteamDAO - - 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 DeFi is having a resurgence, and Solana DeFi Summer is a narrative that's starting to emerge. What's the catalyst behind this resurgence, and is it sustainable? We bring on Jarry Xiao, Lucas Bruder and MacBrennan Peet to find out. We discuss why Solana DeFi is seeing a resurgence, token incentives, CLOBS vs AMMs, metrics that define a healthy ecosystem, what's next for Solana DeFi, liquid staking and more. - - Timestamps: (00:00) Introduction (01:15) What’s Going on in Solana DeFi? (05:02) Token Incentives and Points (14:24) What Will Spark Solana's DeFi Summer? (15:56) Capital Efficiency: CLOBS vs AMMs (16:13) Is Solana a Consumer or Professional DeFi Chain? (25:46) The Best Metrics to Evaluate a DeFi Ecosystem (34:49) Jito Liquid Staking ad (35:55) Permissionless ad (36:55) Understanding Risk and Avoiding Crazy APYs (41:08) What’s Next for Solana DeFi? (44:10) Building on Solana vs L2s (50:41) Applications vs L1s: Who Owns the User Mindshare? (53:12) Who Will Use DeFi? (56:23) Your Most Controversial Crypto Take (01:09:09) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Lucas:https://twitter.com/buffalu__ Follow Jarry: https://twitter.com/jarxiao Follow MacBrennan: https://twitter.com/macbrennan Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Jito jito.network https://bit.ly/3K3TKnC MarginFi https://www.marginfi.com/ https://twitter.com/marginfi Ellipsis Labs https://ellipsislabs.xyz/ https://twitter.com/ellipsis_labs Phoenix https://twitter.com/PhoenixTrade_ - - 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 the first episode of Lightspeed! Armani Ferrante joins Garrett and Mert to discuss what crypto wallets get wrong. Armani is a product genius and the founder behind Anchor, Backpack, xNFTs and Mad Lads. In this episode, we cover the innovations behind Backpack and xNFTs, why demand generation is everything, if projects should go multichain, how to build a community, why Armani decided to build on Solana, why most apps will launch their own chain and more! - - Timestamps: (00:00) Introduction (00:48) Wallets: The Gateway to Crypto (04:01) Backpack: The Wallet’s iPhone Moment (10:25) A Focus on Product vs Distribution (16:19) Should Projects Go Multichain? (18:52) How Backpack Thinks About Distribution (21:52) Permissionless Ad (23:09) xNFTs vs Native Apps (25:00) Why Choose Solana? (35:38) Metaplex and Why Neutral Standards Matter (39:05) Why Armani Loves the Cosmos Vision (48:47) Work-Life Balance & In-Person vs Remote (55:46) Leadership Lessons from Building Backpack (59:44) Rapid Fire Segment - - Follow Armani: https://twitter.com/armaniferrante Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Backpack https://twitter.com/xNFT_Backpack Mad Lads https://www.madlads.com/ https://twitter.com/MadLadsNFT Anchor https://www.anchor-lang.com/ https://twitter.com/anchorlang Coral https://www.coral.community/ https://twitter.com/0xCoral - - 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.