Gm! This week we're joined by David Rhodus to discuss the future of Pipe Network. We deep dive into what is a CDN, DePIN's major unlock, how to scale a DePIN network, competing with the big infrastructure providers & more. Enjoy! -- Follow David: https://x.com/DavidRhodus Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- (00:00) Introduction (01:48) What Is A CDN? (07:49) Ledger Ad (08:41) How Does Pipe Network Work? (16:28) How To Reduce Latency (18:37) How To Scale A DePIN Network (22:14) Tokenomics As A DePIN Network (25:56) How To Build A Successful CDN Network (31:10) Ledger Ad (32:02) Building On Solana (38:57) The Opportunity For Disruption In CDNs (45:39) The Future Of Pipe Network (47:12) AI (50:41) Advice For Founders -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Dan Kang to discuss DeFi Dev Corp & it's Solana playbook. We deep dive into the Solana treasury company strategy, why do treasury companies trade at a premium to NAV, the volatility flywheel, Dan's long term Solana thesis & more. Enjoy! -- Follow Dan: https://x.com/CryptoIRGuy Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- (00:00) Introduction (02:37) The Solana Treasury Company Playbook (05:18) Why Do Crypto Treasury Companies Trade At A Premium To NAV? (10:43) Zenrock Ad (11:33) The Volatility Flywheel (18:56) Increasing SOL Per Share (25:07) Why Narrative Matters? (29:04) Why DeFi Dev Corp Is Focused On Solana (38:26) Zenrock Ad (39:16) The Long Term Solana Thesis (42:32) Meme Coins (48:39) Acquiring Solana Validators (51:33) Why Are Treasury Companies Different Than ETFs? (57:31) How Does This Strategy Scale? -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Ryan Connor to discuss the launch of the Believe app. We deep dive into is Believe a new model for VC, the memeification of capital markets, finding product market fit, Pump's sniping problem & more. Enjoy! -- Follow Ryan: https://x.com/_ryanrconnor Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- (00:00) Introduction (00:47) Solana’s Latest Launchpad (04:25) A New Model For Venture Capital? (14:39) Ledger Ad (15:25) The Memeification Of Capital Markets (17:38) Does The Zora Model Make Sense? (20:33) Regulatory Arbitrage (30:46) Does Believe Have PMF? (32:15) Ledger Ad (33:01) Pump.fun’s Sniping Problem (37:47) Final Thoughts -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Sergej Kunz to discuss 1inch's recent launch on Solana. We deep dive into building on the EVM vs SVM, 1inch's path forward, powering cross chain liquidity, how to improve execution & more. Enjoy! -- Follow Sergej: https://x.com/deacix Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- (00:00) Introduction (01:24) Launching 1inch On Solana (08:15) Zenrock Ad (08:58) Execution On Solana (17:42) Building On The EVM vs SVM (20:58) Sandwich Attacks (28:17) Zenrock Ad (29:00) Building A DEX Aggregator Business (35:55) The Path Forward For 1inch (36:57) Cross Chain Liquidity (43:23) What’s Next For 1inch? -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're back with another weekly roundup. We deep dive into Solana;s recent bug fix, Ethereum's big pivot, how to build the most performant L1 & 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 -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- (00:00) Introduction (01:24) Solana’s Bug Fix (13:00) Ledger Ad (13:45) Ethereum’s Big Pivot (19:18) Can Ethereum Scale The L1? (28:49) Ledger Ad (29:34) Solana’s DEX Landscape (40:48) The Most Performant L1 Will Be The Most Decentralized -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Thomas Uhm to discuss his journey to joining Jito. We deep dive into the institutional demand for crypto, treasury companies vs ETFs, crypto's market making problem & more. Enjoy! -- Follow Thomas: https://x.com/ThomasUhm Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (04:45) Institutional Demand For Jito (12:56) Zenrock Ad (13:40) How Does Jito Capture Value? (21:28) Solana Treasury Companies vs ETFs (25:00) Zenrock Ad (25:44) The Investment Thesis For Solana (37:09) Crypto’s Market Making Problem -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Kash Dhanda live at Solana Crossroads to discuss the end game for Jupiter. We deep dive into building crypto's DeFi super-app, Jupiter's revenue breakdown, Solana vs app revenue, what's next for Jupiter & more. Enjoy! -- Follow Kash: https://x.com/kashdhanda Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:26) The Jupiter End Game (07:40) Growing Market Share (12:02) Ledger Ad (12:48) Jupiter’s Revenue Breakdown (21:46) Does Jupiter Have A Moat? (24:52) Is The AMM Model Doomed? (30:40) Ledger Ad (31:26) Solana vs App Revenue (37:54) The JUP Token -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Austin Federa live at Solana Crossroads to discuss the latest happening with Solana & DoubleZero. We deep dive into the importance of speed for capital markets, the rise of alt L1s, how to remain competitive as a blockchain & more. Enjoy! -- Follow Austin: https://x.com/Austin_Federa Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:23) An Update On DoubleZero (09:00) Zenrock Ad (19:25) The Rise Of Alt L1s (24:51) Firedancer (27:10) Zenrock Ad (27:54) How To Remain Competitive? (31:50) Hyperliquid (33:56) Does Decentralization Actually Matter? (37:48) Tokenization -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're back with another weekly roundup. We deep dive into what's happening with Zora, crypto's transparency problem, bot sniping on pump.fun, the Microstrategy playbook on Solana & more. Enjoy! -- Follow Mert: https://x.com/0xMert_ Follow Dan: https://x.com/smyyguy Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- (00:00) Introduction (00:52) What’s Going On With Zora? (10:56) Ledger Ad (11:42) SocialFi On Crypto (18:05) Unpacking The Zora Airdrop (22:12) Crypto’s Transparency Problem (24:47) Zora Data Dive (27:14) Ledger Ad (28:00) Bot Sniping & Pump.Fun Revenue (37:20) The Microstrategy Of Solana Playbook -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Miller Whitehouse-Levine to discuss the launch of the Solana Policy Institute. We deep dive into the state of crypto policy in Washington, what a Trump presidency means for the future of crypto, the STABLE act & what the industry should focus on from a policy standpoint. Enjoy! -- Follow Miller: https://x.com/millercwl Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:18) Founding The Solana Policy Institute (11:04) Zenrock Ad (11:48) The State Of Crypto Policy In DC (17:51) A New Era Of Crypto Policy (22:44) How To Avoid Regulatory Capture (28:31) Trump’s Impact On Crypto (32:52) ZenRock Ad (33:35) The STABLE Act (42:34) Are Tokens Securities? (50:58) The Crypto Task Force (52:36) What’s Next For Crypto Policy In 2025? -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Matty Taylor to discuss the Colosseum playbook. We deep dive into what founders are building, the rise of vibe coding, finding product market fit & more. Enjoy! -- Follow Matty: https://x.com/mattytay Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- (00:00) Introduction (02:22) The Colosseum Playbook (06:45) Accelerating Solana’s Founder Ecosystem (10:38) Ledger Ad (11:24) MetaDAOs Futarchy Launchpad (14:38) Vibe Coding (18:53) Is The Crypto & AI Meta Dead? (22:33) Memcoins (25:15) Advice For Founders (30:24) What’s Next For Ore? (35:33) Is Jack Dorsey Satoshi? (37:31) Ledger Ad (38:16) Bitcoin Will Hit $1 Million (42:49) Finding Product Market Fit (48:08) The Colosseum Hackathon -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Michael Sonnenshein to discuss the future of tokenization. We deep dive into the launch of BUIDL: crypto's largest tokenized fund, institutional demand to build on Solana, Ripple's $1.25b acquisition & more. Enjoy! -- Michael: https://x.com/Sonnenshein Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (04:02) Launching The BUIDL Fund (06:29) Working With Ethena (09:49) Zenrock Ad (10:32) Tokenization (16:27) Institutional Demand To Build On Solana (19:22) DeFi’s Breakout Moment (23:48) Crypto Payments (26:47) Should We Tokenize Everything? (30:17) Zen Rock Ad (31:01) Ripple’s $1.25b Hidden Road Acquisition (32:50) 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're back with another roundup episode to discuss why 2025 is setup to be one of Solana's biggest years. We deep dive into new network upgrades on the horizon, the Microstrategy of Solana playbook, do stablecoins need their own chains & more. Enjoy! -- Follow Dan: https://x.com/smyyguy Follow Jack: https://x.com/whosknave Follow Mert: https://x.com/0xMert_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- (00:00) Introduction (01:04) TradFi = Crypto With Suits (07:51) 2025: Solana’s Biggest Year (14:34) Ledger Ad (17:23) The Microstrategy Of Solana Impact (25:12) Crypto’s Narrative Problem (29:00) How To Best Execute In Crypto (31:30) Ledger Ad (32:19) Do Stablecoins Need Their Own Chains? (41:01) Circle’s S-1 & Stablecoin Business Models -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Carlos Gonzalez Campo to reflect on the Solana network in March. We deep dive into the state of markets, why Solana is selling off, app vs protocol revenue, REV, stablecoin growth & more. Enjoy! -- Solana March 2025 Update: https://x.com/blockworksres/status/1909216068134191158 -- Follow Carlos: https://x.com/0xcarlosg Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana. -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:51) State Of The Market (02:54) Why Is SOL Nuking? (06:05) Transactions On Solana (09:50) ZenRock Ad (10:34) REV On Solana (13:54) App vs Protocol Revenue (25:08) ZenRock Ad (25:52) Toxic Order Flow On Solana (31:52) Stablecoin Growth 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're back with another weekly roundup episode to discuss the launch of PumpSwap & the data around meme coins on Solana. We deep dive into are meme coins really dead, Tron flips Solana in REV, the STABLE act draft & more. Enjoy! -- Follow Dan: https://x.com/smyyguy Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:03) The Launch Of PumpSwap (12:18) SocialFi (20:05) Are Meme Coins Dead? (21:36) Tron Flips Solana In REV (27:15) The STABLE Act Draft -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Shayon Sengupta joins the show to discuss a recent research report published by Multicoin Capital on Jito. We deep dive into the Jito thesis, token buybacks, why MEV drives L1 value accrual & more. Enjoy! Link to the Jito (JTO) Asset Report: https://x.com/shayonsengupta/status/1896994763842445423 -- Follow Shayon: https://x.com/shayonsengupta Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:11) The Jito Thesis (07:01) Token Buybacks (14:17) Token Value Accrual (21:38) Jito’s Impact On Solana (37:07) Firedancer (42:16) Jito Restaking (47:11) Why MEV Drives L1 Value -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we have an episode with Leah Wald live from DAS NY 2025. We deep dive into the launch of Solana ETFs in 2025, the SOL Strategies playbook, Leah's current crypto thesis & more. Enjoy! -- Follow Leah: https://x.com/LeahWald Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:22) Launch Of The Solana Futures ETF (05:54) Are Institutions Bullish? (08:41) Solana’s Ultimate Vision (11:08) The Laine Acquisition Playbook (13:04) Is SOL Strategies The Microstrategy Of Solana? (16:06) The Solana Thesis (19:10) 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we have an episode with Matthew Sigel live from DAS NY 2025. We deep dive into crypto's vibe shift, what's happening in markets, will we see a Solana ETF in 2025 & more. Enjoy! -- Follow Matt: https://x.com/matthew_sigel Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:46) Crypto’s Vibe Shift (03:57) Will We See A Solana ETF In 2025? (10:28) What’s Happening In Markets? (14:44) Is Solana’s Inflation Too High? -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we have an episode with Anatoly Yakovenko & Kyle Samani recorded live at DAS NY. We discuss the current state of Solana & what to expect in 2025, how to bring assets onchain, Firedancer, the bull case for DePIN & more. Enjoy! -- Follow Anatoly: https://x.com/aeyakovenko Follow Kyle: https://x.com/KyleSamani Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. For the developers and the builders: https://blockworks.co/event/permissionless-iv -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:48) The Solana Thesis (02:33) Internet Capital Markets (05:40) Bringing Assets Onchain (08:05) Ledger Ad (08:55) How To Reduce Latency (15:52) Firedancer (19:22) The Solana ETF Impact (27:34) Ledger Ad (28:25) The Growth Of Stablecoins (33:51) The Bull Case For DePIN (35:39) Solana’s Meme Coin Boom (39:55) 5 Years Of Solana, Whats Next? -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Yannik Schrade joins the show to discuss why privacy still matters in crypto .We deep dive into the Arcium origin story, why privacy matters, what are dark pools, how to reduce latency & much more. Enjoy! -- Follow Yannik: https://x.com/yrschrade Follow Mert: https://x.com/0xMert_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. For the developers and the builders: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:48) The Arcium Origin Story (05:11) Privacy On Solana (07:49) Privacy 2.0 (20:02) How To Reduce Latency (25:10) How Do Dark Pools Work? (28:11) What Is Arcium? (32:25) How Do Transactions On Arcium Work? (38:48) Privacy Use Cases (43:13) Arcium’s Token Launch (47:05) Why Privacy Matters -- 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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.