Lightspeed

Gm! this week Matthew Sigel returns to discuss the current state of Solana in 2025. We deep dive into Van Eck's new ETF filing, the state of the market, crypto IPOs under a Trump administration, unlocks on Solana & more. Enjoy! -- Follow Matthew: https://x.com/matthew_sigel Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodh...

Gm! This week, we're joined by Tushar Jain to discuss his most recent Solana improvement proposal to reduce Solana's inflation & switch to a market based inflation rate. We deep dive into Solana's current emission schedule, how this could be improved, Solana the asset vs the network & another SIMD proposal Tushar is preparing to announce. Enjoy! Find out more about Tushar's inflaion proposal here:...

Gm! This week, we're joined by Ryan Watkins to discuss the bull case for Solana in 2025. We deep dive into how Ryan's Solana thesis has developed over time, the rise of AI agents, the state of applications in crypto what to expect in 2025 & more. Enjoy! -- Follow Ryan: https://x.com/RyanWatkins_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe t...

Gm! In this episode, we’re joined by Dan Smith to discuss avoiding noise in crypto data, the issue with FDV, and stablecoin supply across chains. Finally, we end the podcast by diving into the concept of conditional liquidity, MEV, and Solana’s sandwich attack problem. Enjoy! Resources Solana MEV Landscape From Helius Labs: https://x.com/__lostin__/status/1877444749298381156 Dan’s Post on the Wash...

Gm! This week, we discuss Hyperliquid and decentralization, the potential for Solana and crypto ETFs, and Mert’s developer thesis. We also delve into whether AI agents are being overhyped, some of the biggest problems with crypto & more. Enjoy! -- Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspe...

Gm! This week, we’re joined by Zooko, Sean Bowe, and Anatoly to discuss Zcash! We covered scaling Zcash, how it works and whether or not it can function as money, and how Zcash fits into your privacy stack. Enjoy! -- Follow Zooko: https://x.com/zooko Follow Sean: https://x.com/ebfull Follow Anatoly: https://x.com/aeyakovenko Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave F...

Gm! This week, we're back with the final roundup of 2024. We reflect on 2024, by discussing what went well vs what can be improved for Solana. We deep dive into Solana's liveness issues, transactions problems, the rise of meme coins & their impact on the network before finally discussing what to expect in 2025. Enjoy! -- Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follo...

Gm! This week, we're joined by Jeffy Yu & Yash Agarwal to discuss the rise of AI agents. We deep dive into launching Solana's first AI hackathon, what can the rise of AI agents unlock, are agents here to stay & much more. Enjoy! – Follow Yash: https://x.com/yashhsm Follow Jeffy: https://x.com/jyu_eth Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscr...

Gm! This week, we're joined by Max Resnick to discuss why he left the Ethereum ecosystem to focus on Solana. We deep dive into joining Anza, what Solana needs to fix to be successful, will Solana or Ethereum ever be considered money, the firedancer impact & more. Enjoy! – Follow Max: https://x.com/MaxResnick1 Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed...

Gm! This week, we're joined by Jon Charbonneau for a discussion on his most recent piece "Ethereum’s North Star". We deep dive into the state of L1s, does Ethereum need a north star, what to expect in 2025 & much more. Enjoy! – Follow Jon: https://x.com/jon_charb Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe...

Gm! This week, we're back with another weekly roundup! We discuss the numerous teams coming over to build on Solana, the Pudgy Penguin token launch, raising Solana's block limits the impact of sandwich attacks & more. Enjoy! – Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https:...

Gm! This week, we're joined by Austin Federa to discuss the launch of DoubleZero. We deep dive into leaving the Solana Foundation, Austin's vision for reshaping the internet, the DoubleZero business model, what to expect in 2025 & much more. Enjoy! – Follow Austin: https://x.com/Austin_Federa Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter...

Gm! This week, we're joined by Jack Lu for a discussion on the current state of the NFT market. We deep dive into Magic Eden's token launch, what's next for NFTs, AI agents & more. Enjoy! – Follow Jack Lu: https://x.com/0xLeoInRio Follow Jack Kubinec: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newslet...

Gm! This week, we're joined by Raj Gokal to discuss the past, present & future of Solana. We deep dive into the state of crypto in 2024, recovering from the FTX fallout, Solana's ultimate vision & more. Enjoy! – Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co...

Gm! This week, we're back with another roundup. We deep dive into Solana's new all time high, the Pump.fun drama, are memes positive for crypto & more. Enjoy! – Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard...

Gm! This week Rune Christensen joins the show to discuss the launch of Sky on Solana. We deep dive into why Rune chose to launch on Solana, the future of DeFi, decentralization in crypto, the growth of stablecoins on Ethereum vs Solana & more. Enjoy! – Follow Rune: https://x.com/RuneKek Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe to the Ligh...

Gm! This week, we're back with another roundup. We deep dive into Sui's reported outage, how L1's can compete with each other, does Solana have a moat or not & much more. Enjoy – Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize th...

Gm! This week, we're joined by Dan Smith from Blockworks Research. We discuss what's happening on Solana as total economic value keeps reaching new highs. We deep dive into Solana's inflation, staking SOL, Solana's transition to a top three asset within crypto & comparing the 2021 cycle to today. Enjoy! – Follow Dan: https://x.com/smyyguy Follow Jack: https://x.com/whosknave Follow Mert: https://x...

Gm! This week, we're back with another roundup. We deep dive into Ethereum's Beam Chain announcement, why it's more important than ever for projects to execute today in crypto, JITO's outage, staking on Solana & so much more. Enjoy! – Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter...

Gm! This week, we're joined by Eliezer Ndinga of 21 Shares to discuss the path forward for a Solana ETF. We deep dive into the election impact on regulation within crypto, DeFi's renaissance, the SEC vs crypto & why Eliezer is bullish on Solana. Enjoy – Follow Jack: https://x.com/whosknave Follow Eliezer: https://x.com/elindinga Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to t...

Gm! This week, we're joined by Anatoly Yakovenko Co-Founder of Solana Labs. We deep dive into Solana transaction fee's, how to remain competitive within crypto, SOL inflation, competing with Apple & Google, does Solana have a moat & so much more. Enjoy! – Follow Mert: https://x.com/0xMert_ Follow Anatoly: https://x.com/aeyakovenko Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to...

Gm! This week, Andrej Radonjic joins the show to discuss the recent Grass airdrop, how crypto can help fix the internet, the intersection of AI & crypto & much more. Enjoy! – Follow Andrej: https://x.com/0xdrej Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the S...

Gm! This week, Joe McCann joins the show to deep dive into his Solana thesis. We discuss whether Solana is still positioned to outperform even after the huge run up in 2024, the election impact on crypto markets, the bullish macro backdrop for risk assets, crypto venture, memes & more. Enjoy! – Follow Joe: https://x.com/joemccann Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twit...

Gm! This week, we're back with another roundup. We discuss Solana's on chain boom, why economic value reached a new all time high, Stripe's recent acquisition of Bridge & much more. Enjoy! – Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspee...

Gm! This week, we’re joined by Daniel Lev from Coinflow! We discussed Stripe’s acquisition of Bridge, challenges faced by crypto payments businesses, and TradFi’s adoption of stablecoins. Additionally, we unpacked the impact of US regulations on the stablecoin sector, and the fees associated with on and off-ramps in crypto. Finally, we covered interesting use cases Coinflow is enabling today. Enjo...