EPISODE · Feb 14, 2025 · 1H
An Update On The Solana Thesis | Santiago Santos
from Lightspeed · host Blockworks
Gm! This week Santi joins the show to discuss why now is crypto's time to accelerate adoption. We deep dive into Santi's updated Solana thesis, crypto's biggest opportunities in 2025, what's next for Inversion & more. Enjoy! -- Follow Santi: https://x.com/santiagoroel Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 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. -- Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms. Import reports directly into TurboTax or H&R Block, or securely share them with your accountant. Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don’t miss out - offer expires 15 April 2025! -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (02:03) Crypto’s Broken Funnel (08:01) What’s Crypto’s Biggest Opportunity? (15:16) Ledger Ad (16:04) DePIN (19:58) Crypto’s End State (25:53) The Solana Thesis (30:46) Crypto Tax Calculator Ad (31:18) Ledger Ad (32:06) Managing Risk (47:03) What’s Next For Inversion? (55:20) Reviving Old Businesses -- 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.
What this episode covers
Gm! This week Santi joins the show to discuss why now is crypto's time to accelerate adoption. We deep dive into Santi's updated Solana thesis, crypto's biggest opportunities in 2025, what's next for Inversion & more. Enjoy! -- Follow Santi: https://x.com/santiagoroel Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 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. -- Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms. Import reports directly into TurboTax or H&R Block, or securely share them with your accountant. Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don’t miss out - offer expires 15 April 2025! -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (02:03) Crypto’s Broken Funnel (08:01) What’s Crypto’s Biggest Opportunity? (15:16) Ledger Ad (16:04) DePIN (19:58) Crypto’s End State (25:53) The Solana Thesis (30:46) Crypto Tax Calculator Ad (31:18) Ledger Ad (32:06) Managing Risk (47:03) What’s Next For Inversion? (55:20) Reviving Old Businesses -- 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.
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An Update On The Solana Thesis | Santiago Santos
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