Lightspeed

Gm! In today's episode, we discuss Strategy's Bitcoin treasury approach, whether crypto markets can decouple from Bitcoin, slowing momentum in tokenized stocks, listing strategies for onchain equities, the battle between Solana, Hyperliquid, and centralized exchanges, and whether renewed meme coin activity signals a broader revival in Solana trading. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Toma: https://x.com/toma_adv Follow Joe: https://x.com/j0e_cooks Follow Sam: https://x.com/minnus Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:43) Strategy’s Bitcoin Dilemma (6:51) Can Crypto Decouple From Bitcoin? (10:54) Tokenized Stocks Cool Off (18:03) Solana Spot vs Hyperliquid Perps (24:26) Coinbase, Binance, and Onchain Rails (34:49) Meme Coins Return? (43:09) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today's episode, we're joined by Armani Ferrante, founder and CEO of Backpack, to discuss the evolution of Backpack, tokenized equities, regulatory strategy, and building a crypto-native financial institution. We also explore Solana's growth, market structure, token design, 24/7 stock trading, global financial infrastructure, and the long-term role of tokenized assets and decentralized networks. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Backpack: https://x.com/Backpack Follow Armani Ferrante: https://x.com/armaniferrante Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:44) Armani’s Solana Journey (13:28) Why Backpack Chose Regulation (23:34) Building Crypto’s Financial Stack (35:38) Tokenized Stocks at Scale (45:42) Tokens, Equity, and Incentives (59:03) The Future of Tokenized Assets (1:09:28) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects

Gm! In this episode, we break down the latest developments in tokenized equities, including Backpack’s stock offerings on Solana and growing competition from Base. We also discuss the rise of social trading platforms like Fomo, Noble Mobile’s acquisition of Helium Mobile, Helium’s evolving network economics, HIP-149, and what these changes could mean for the next phase of growth across the DePIN sector. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Nick Carpinito: https://x.com/0xMetaLight Follow Joe: https://x.com/j0e_cooks Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:04) Tokenized Equities Heat Up (9:21) Coinbase, IPOs, and Listings (19:26) Fomo’s Big Raise (23:26) Can Fomo Escape Memes? (33:03) Noble Acquires Helium Mobile (37:56) Helium Economics and HIP-149 (48:10) DePIN’s New Funding Models (53:39) Geodnet Bucks the Trend (56:47) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Hardhat Chad, Foreman at ORE, to discuss the origins and evolution of ORE Protocol, including its transition from proof-of-work mining on Solana to its current grid mining system. We cover mining incentives, token emissions, protocol revenue and buybacks, proof of useful work, community governance, security improvements, quantum-resistant infrastructure, validator decentralization, and future plans for ORE’s ecosystem, liquidity, and foundation structure. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow ORE: https://x.com/ORE Follow Hardhat Chad: https://x.com/HardhatChad Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:43) ORE’s Origin Story (7:18) Why Bitcoinomics Broke (10:49) Proof Of Work’s Value Leak (12:57) Mining Design Tradeoffs (21:42) Revenue, Buybacks, And Burns (23:48) Rewarding Long-Term Holders (28:29) V4 Reduces Roulette Risk (35:33) Forks, Rugs, And Security (44:37) Future-Proofing ORE (52:45) Foundation And Liquidity Roadmap (55:05) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode we cover prediction market activity around major sporting events, growing interest in tokenized equities following recent IPOs, the role of platforms like Backpack in bringing stocks onchain, liquidity and market structure challenges, the relationship between tokens and equity, evolving governance models, DeFi use cases for tokenized assets, and the rise of institutional-focused trading infrastructure on Solana. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Toma: https://x.com/toma_adv Follow Joe: https://x.com/j0e_cooks Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:22) Prediction Markets Chase Sports (7:04) IPOs Push Stocks Onchain (15:10) Liquidity Fragmentation Risks (25:28) Backpack Token Meets Equity (32:29) Do Tokens Still Matter? (37:03) Tokens And Equity Converge (46:40) Equity Collateral In DeFi (47:51) Solana Trading Frontends Rise (56:17) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode, we’re joined by Anas Khader, Founder of Flash Trade, to discuss the protocol’s journey from building alongside Mango Markets to launching a Solana-native perpetuals exchange. We cover Flash Trade’s pool-to-peer liquidity model, expansion into equities, commodities, and forex perps, its new Magic Block-powered execution engine, security and oracle design, the future of 24/7 markets, and how Solana’s evolving infrastructure is shaping the next generation of onchain trading. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Flash Trade: https://x.com/FlashTrade Follow Anas: https://x.com/allinbitcoin_ Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:18) Flash Trade Origin Story (6:23) Pool-To-Peer Perps (11:22) New Asset Markets (16:46) Magic Block Design (26:08) Competing In Perps (32:08) Oracle And Security Risks (39:15) Next Perps Frontier (42:49) Solana's Growth Path (48:04) Solana UX Improvements (51:07) Try Flash V2 (52:13) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets. Learn more: https://blockworks.com/insights/blockworks-acquires-messari Follow Blockworks on X: https://x.com/Blockworks Follow Messari on X: https://x.com/MessariCrypto Follow Michael on X: https://x.com/MikeIppolito_ Follow Jason on X: https://x.com/JasonYanowitz

Gm! In today’s episode, we discuss Solana’s value accrual challenges, including proposed tokenomics changes, fee burn mechanisms, inflation reduction, and network upgrade timelines. We also examine the release of Anthropic’s Claude Fable model and its implications for software development, cybersecurity, and crypto, before exploring DeFi security risks, protocol valuations, and Michael Saylor’s influence on Bitcoin markets.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Ian: https://x.com/Ian_Unsworth Follow Toma: https://x.com/toma_adv⁠ Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:19) Claude Fable Hits Crypto (12:38) Is DeFi Still Safe? (18:59) Valuing Hackable Protocols (22:19) Saylor Shakes Bitcoin (30:06) Bitcoin vs Fundamentals (34:14) Solana Value Accrual (40:21) Can Solana Charge Rent? (46:13) Burn vs Issuance (51:32) Solana’s Upgrade Bottleneck (55:57) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode we’re joined by Ben Nadareski, Co-Founder and CEO of Solstice, to discuss his background in traditional finance and crypto, the development of Solstice’s tokenized yield infrastructure on Solana, and the roles of its USX, eUSX, and SLX assets. We also cover institutional and retail adoption, delta-neutral and private credit strategies, planned AI-focused products, token utility, regulatory considerations, and the broader goal of making yield-generating financial products accessible onchain.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Solstice: https://x.com/solsticefi Follow Ben: https://x.com/ben_solstice Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:41) Ben’s Crypto Origin (7:30) What Solstice Builds (12:02) How Solstice’s Yield Engine Works (16:09) Solstice vs Ethena (19:09) New Yield Strategies (26:04) Tokenized Yield Versus Vaults (29:27) Who Uses Solstice? (37:25) Regulatory Roadblocks (42:38) SLX Token Utility (47:29) Solstice In 2027 (49:36) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode we discuss recent developments in U.S. cryptocurrency perpetual futures regulation, including CFTC approval of Bitcoin perpetual contracts and implications for centralized and decentralized trading platforms. We also cover a proposed Solana fee mechanism aimed at increasing token burn, before examining the surge in Pokémon card speculation and the growth, economics, and risks of onchain trading card platform Collector Crypt. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Kunal: https://x.com/Kunallegendd Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:34) US Perps Go Legit (17:20) Solana’s Fee Debate (26:00) Tradeoffs for Users (41:13) Pokémon Cards Go Parabolic (44:04) Collector Crypt’s Gacha Boom (59:19) Valuing the $CARDS Token (1:03:02) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode, we're joined by Brian Huang, Co-Founder of Glider, to discuss his journey from institutional trading and crypto custody to building an onchain investing platform. We explore the rise of tokenized assets, portfolio automation, chain abstraction, DeFi yield opportunities, risk management, institutional adoption, and the future of personalized investing. Brian also shares Glider's vision for automated investment workflows and the next generation of onchain financial products. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Glider: https://x.com/glider__ Follow Brian: https://x.com/BrianInCrypto Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:28) Brian’s Crypto Origin (3:52) Why Glider Exists (8:47) Wallets Need Better UX (13:38) Personalized Investing Arrives (17:38) Automated Strategies (24:18) Tokenized Stocks Reality Check (28:31) Abstracting DeFi Complexity (33:04) Curating Onchain Risk (36:39) Insurance Tradeoffs (43:34) Glider’s Roadmap (50:28) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Thomas Lefort, Co-Founder of Exponent, to discuss the evolution of onchain interest rate markets, the limitations of Exponent’s first product iteration, and the launch of Exponent V2. We cover fixed-rate DeFi infrastructure, RWAs, strategy vaults, risk management, institutional adoption, and the growing demand for more sophisticated yield products on Solana. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Exponent: https://x.com/exponentfinance Follow Thomas: https://x.com/ttrofel Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) introduction (1:18) Thomas Enters Crypto (2:48) Why Exponent Exists (5:05) V1 Fixed-Rate Markets (9:36) RWAs Drive Yield Demand (14:06) Exponent V2 Rebuild (18:06) Strategy Vault Launch Partners (22:11) V2 Launch Timeline (25:41) Why Crypto Rates Lag (30:03) Managing DeFi Risk (37:07) Winning Issuer Distribution (43:59) What Assets Come Next (48:28) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Robin, CEO and Founder of Raiku, to discuss his background in crypto and the development of Raiku’s Solana infrastructure products focused on faster, more predictable transaction execution. We cover validator economics, stake dynamics, enterprise trading infrastructure, institutional adoption challenges, upcoming Solana network upgrades, and the evolving role of market structure across the ecosystem.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Raiku: https://x.com/raikucom Follow Robin: https://x.com/degenroot Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:56) Robin’s Crypto Origin (6:59) Raiku’s Differentiation (10:24) Alpenglow’s Impact (13:01) Why Determinism Matters (17:47) Raiku’s Target Customers (20:13) Why Stake Coverage Matters (26:44) New Enterprise Products (33:18) Solana’s Demand Problem (36:43) TradFi’s Onchain Risks (42:11) Sol Revenue Streams (49:22) Raiku’s Product Roadmap (50:56) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode, we’re joined by Christopher Perkins, CEO of 250 Digital Asset Management, to discuss Franklin Templeton’s acquisition of 250 Digital Asset Management, the institutional adoption of crypto, tokenization, regulatory developments, DeFi infrastructure, derivatives markets, and prediction markets. We also explore the convergence of AI and crypto, public market access, operational risk, and the evolving relationship between traditional finance and blockchain-based systems. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Franklin Templeton: https://x.com/FTI_US?lang=en Follow Christopher Perkins: https://x.com/perkinscr97 Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:51) Franklin Templeton Acquisition (5:24) Regulation Unlocks Institutions (10:01) Tokenization’s Next Wave (17:08) Onchain Versus Wall Street (23:06) Risks Holding Institutions Back (28:08) Law Still Applies Onchain (35:55) Crypto’s Strongest Theses (40:43) Democratizing Financial Access (44:14) Franklin Templeton’s Crypto Roadmap (46:42) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Kash Dhanda, COO of Jupiter, to discuss Jupiter’s expanding DeFi strategy, including USDE integration, yield-generating assets, lending models, tokenized stocks, and perpetuals. We also cover stablecoin infrastructure, JLP and Jupnet development, Solana’s positioning in the broader crypto ecosystem, and Jupiter’s efforts to simplify DeFi products for mainstream users. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Jupiter: https://x.com/jupiterexchange Follow Kash: https://x.com/kashdhanda?lang=en Follow Joe: https://x.com/j0e_cooks Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:30) Jupiter’s USDE Push (6:15) Bitwise Enters DeFi (8:14) Yield Assets on Jupiter (10:30) Lending Without Liquidations (12:11) Tokenized Stocks Onchain (20:21) Jupiter’s Super App Strategy (26:14) DIY DeFi Is Over (32:13) JUPUSD Stablecoin Strategy (35:53) Perps Beyond Crypto Natives (38:49) JLP, Jupnet, Solana (45:41) Winning Real Users (54:36) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode we’re joined by Lucas Bruder, CEO of Jito Labs, to discuss the launch of JTX, a new Solana trading platform focused on professional retail users. We also cover transaction execution, Bam infrastructure, pricing improvements, competition with centralized exchanges, Solana market structure, prediction markets, privacy features, and Jito’s long-term vision for onchain trading.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Jito Labs: https://x.com/jito_labs Follow Lucas: https://x.com/buffalu__ Follow Carlos: https://x.com/0xcarlosg Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:14) What Is JTX? (3:35) Building Better Trading UX (7:02) Bam Plugins And Pricing (9:11) Winning Hyperliquid Traders (12:48) Everything Exchange Thesis (14:00) Solana Market Structure (17:00) 12 Month Success Vision (18:22) Jito Product Synergies (20:52) Vertical Integration Concerns (22:52) Private Order Automation (23:52) Desktop First, Mobile Soon (25:28) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Chris from Loyal to discuss building smart-account infrastructure on Solana to automate onchain financial tasks, including stablecoin yield optimization and agent-driven policies. We cover smart wallets, Seeker app development, consumer crypto UX, token-based fundraising through MetaDAO, community building, and the broader future of agentic finance and payments. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Loyal: https://x.com/loyal_hq Follow Chris: https://x.com/candyflipline?lang=en Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:27) Why Smart Wallets Matter (4:02) Loyal’s Origin Story (14:16) Smart Accounts Meet Fintech (18:59) Why Solana Lagged EVM (21:54) Real Agent Finance Use Cases (32:13) Why Launch on Seeker (37:56) Token Launch Lessons (54:42) Loyal’s Roadmap (56:37) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Eric and Hayden from Jito to discuss Solana Accelerate, the launch of Jito’s Maker Prioritization Plugin, and broader efforts to improve Solana’s market structure through more deterministic transaction scheduling. We also cover validator incentives, BAM architecture, plugin experimentation, perp and prediction markets, tokenized assets, and why user experience and distribution will be critical for driving on-chain trading adoption. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Jito: https://x.com/jito_sol Follow Hayden: https://x.com/magicdhz Follow Eric: https://x.com/gzalz_sol Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:23) Solana Accelerate Recap (6:22) Jito’s Maker Prioritization Plugin (9:56) Why Scheduler Rules Matter (13:42) Bam Adoption and Validator Incentives (18:22) Competing for Top of Batch (22:42) Faster Onchain Time (29:12) Bam After Solana Upgrades (34:13) Plugins Unlock New Use Cases (38:57) Building for Perps (41:32) What Better Market Structure Enables (49:06) UX, GTM, and Card Markets (56:05) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Aya Kantorovich, Co-CEO of Upshift, to discuss the development of multi-chain vault infrastructure, its origins in onchain prime brokerage, and key lessons from past market failures. We cover security risks, institutional adoption, evolving regulation, cross-chain expansion, and broader trends including 24/7 markets, credit strategies, and tokenized assets. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Upshift: https://x.com/upshift_fi Follow Aya: https://x.com/aya_kantor Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:24) Upshift’s Vault Origin (5:41) Customer Demand Shapes Product (9:18) Vault Security and Risk (17:49) Why Institutions Want Vaults (24:53) Solana Vault Roadmap (32:53) Avoiding Mercenary Capital (38:32) Regulation Gets Easier (42:46) 24/7 Markets and Perps (56:48) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode we discuss Solana’s Q1 performance, highlighting growth in tokenized real-world assets and shifting trading activity. We also cover Pumpfun’s buyback changes, Pumpcade’s token-equity model, and broader challenges in building competitive perpetuals markets on Solana, including liquidity, user acquisition, and infrastructure constraints. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Toma: https://x.com/toma_adv Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:53) RWA Momentum Builds (9:17) Pump Fun Buyback Burn (20:44) Pump Cade’s ACE Experiment (32:10) Solana Perps Debate (37:55) Bulk’s Validator Sidecar Bet (51:31) Phoenix’s Onchain Bet (53:45) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Dann and Miir of Meteora to discuss their role as a core liquidity layer on Solana. We cover their evolution from integrations to product focus, the shift from passive yield farming to active LP strategies, and what’s next for DeFi liquidity.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Meteora: https://x.com/MeteoraAG Follow Miir: https://x.com/0xmiir Follow Dann: https://x.com/dannxbt Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:57) Meteora Origins (5:49) Launchpad Integration Push (11:33) Jupiter And Meteora (12:55) Yield Farming Evolves (21:22) LPing As Trading (25:50) Long Tail Liquidity (34:37) Product Roadmap (41:55) What Comes Next (45:06) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode, we’re joined by Xavier Ekkel, Founder of PreStocks, to explore the rise of PreStocks and tokenized access to private equity. We cover pricing and liquidity dynamics, Solana’s role in distribution, retail participation, onchain price discovery, IPO transitions, and the broader evolution of tokenized pre-IPO markets. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow PreStocks: https://x.com/PreStocks Follow Xavier: https://x.com/XavierEkkel Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:33) PreStocks' Background (6:02) How PreStocks Are Priced (14:59) Why Solana and Why Retail (24:43) Price Discovery to IPO (35:01) Which Private Names Matter? (40:14) Distribution and Next Steps (46:30) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Ian Unsworth, Co-founder of Kairos Research, to break down the KelpDAO hack and its impact on DeFi, from liquidity outflows to risk management. We also cover stablecoin yield strategies, Ethena’s backing model, Layer 2 risks like Scroll, and emerging infrastructure like DoubleZero Edge. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Kairos Research: https://x.com/Kairos_Res Follow Ian: https://x.com/Ian_Unsworth Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:56) rsETH Hack (11:40) Are DeFi Rates Worth It? (19:45) Scroll’s Gas Price Controversy (25:46) Ethena’s Backing and Yield Model (38:48) Why DoubleZero Edge Matters (45:39) Solana Value Capture Debate (58:22) Where DoubleZero Goes Next (1:00:55) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode, we’re joined by Austin Federa, Co-Founder of DoubleZero, to discuss the network’s growth, its shift to Edge-based data monetization, and the role of high-speed data in trading. We also cover Solana’s roadmap, validator dynamics, DeFi fairness, and evolving Foundation strategy amid shifting regulatory and institutional conditions. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow DoubleZero: https://x.com/doublezero Follow Austin Federa: https://x.com/Austin_Federa Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:39) DoubleZero Growth Update (3:41) Why Edge Changes Revenue (6:48) Why APIs Are Too Slow (9:22) How Shreds Create Alpha (16:13) Can DeFi Be Fair? (20:07) Alpenglow and Constellation (28:58) What Comes Next? (31:01) Solana Foundation’s New Playbook (35:02) Where Foundations Should Compete (46:51) Edge Launch Timeline (47:46) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by Catherine Gu, Head of Product, Digital Assets at Solana, to discuss her transition from Visa to Solana, the institutional adoption of blockchain, tokenization, payments infrastructure, and developer platforms. We also cover privacy and compliance challenges, onchain metrics, liquidity dynamics, and Solana’s vision for internet capital markets.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Solana: https://x.com/Solana Follow Catherine: https://x.com/catgu_ Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:31) Catherine's Crypto Journey (8:45) Why Solana Now (12:05) Solana Developer Platform (17:00) Privacy for Institutions (21:23) KYC and Attestations (27:50) Better Onchain Metrics (31:42) Solana’s Liquidity Pitch (35:35) Institutional Adoption Inflection (40:12) Internet Capital Markets (44:30) Memecoins, Brand, and Growth (49:25) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we’re joined by defipancakes, Co-Founder and CTO of Titan, to discuss a major social engineering exploit affecting Drift, broader DeFi security practices, and the Solana ecosystem’s response. We also explore Titan’s new Dart routing product, market structure trends, stablecoin and tokenized asset activity, and evolving competition in onchain trading and perps. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Titan: https://x.com/Titan_Exchange Follow defipancakes: https://x.com/defythepancake Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:12) Drift Hack Fallout (4:28) Lessons From the Drift Hack (10:27) Titan Launches Dart (17:02) Conditional Liquidity Debate (22:09) Stablecoin and New Asset Flow (30:38) Onchain Routing’s Future (36:23) Solana Foundation’s Role (41:25) Phoenix vs. Bulk Perps (50:34) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode, we cover institutional crypto adoption, tokenization, and regulatory developments, along with Blockworks IR and disclosure frameworks. We also explore perpetual markets, product innovation, and trends across DeFi, neobanking, stablecoins, and DePIN as crypto and traditional finance continue to converge. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Dan Smith: https://x.com/smyyguy Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:59) Institutional Bull Market (5:20) Perps Come to America? (9:05) Why TTF Matters (14:31) Blockworks IR Is Live (19:30) What’s Real at DAS? (28:13) Crypto Apps Become Neobanks (35:50) DePIN Finally Scales (42:26) What’s Crypto’s Next Game? (44:41) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode, Eugene Chen, CEO of Ellipsis Labs, joins us to break down Solana’s evolving market structure and the launch of Phoenix Perps. We explore onchain trading design, routing and sequencing challenges, MCP’s role, and how user behavior and incentives are shaping the future of DeFi. Enjoy! -- Follow Lightspeed: https://x.com/Lightspeedpodhq Follow Ellipsis Labs: https://x.com/ellipsis_labs Follow Eugene: https://x.com/0xShitTrader Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:25) Solana Market Structure Shift (8:07) Why Phoenix Perps Now (21:16) Why Perps Need No Router (29:39) What Solana Must Improve (34:49) The Block Builder Problem (43:24) Will DeFi Mimic TradFi? (52:48) Phoenix Perps Launch Plans (53:38) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This episode features a panel from DAS New York with Konstantin Richter and Tom Zschach. The discussion covers traditional financial infrastructure, the integration of digital assets, and emerging concepts like agentic payments, along with regulatory gaps, system design challenges, and how SWIFT intersects with evolving crypto-based payment systems.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Konstantin Richter: https://x.com/konstantin11 Follow Tom Zschach: https://x.com/TomZschach Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:08) What Are Agentic Payments? (7:29) Machine Accountability (12:23) Regulation Still Lags (17:16) Do Rails Replace Swift? (20:48) Crypto Needs Systems Design (22:14) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model. The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities. Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

Gm! In today’s episode, we’re joined by Kru and Cal, co-founders of Umbra, to discuss building privacy infrastructure on Solana using MPC and zero-knowledge technologies. We cover product design, compliance, SDK integrations, and how privacy could drive institutional adoption and improve crypto usability. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Umbra Privacy: https://x.com/UmbraPrivacy Follow Cal: https://x.com/typi_cal_ Follow Kru: https://x.com/kru_tweets?lang=en Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:12) Founders' Backgrounds (5:53) Why Privacy Matters Now (7:38) What Umbra Is Building (12:01) How Privacy Works (15:57) Expansion and Regulation (22:50) UX, Adoption, and Business Model (26:32) Token and Roadmap (32:07) Future of Privacy (41:57) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s round up we are joined by Noah Goldberg of Theia Capital  to discuss new SEC guidance distinguishing digital commodities and securities, implications for token design and valuation, and evolving regulatory clarity. We also discuss token versus equity models, KYC tradeoffs, global market access, and whether the industry will shift toward tokenized equity or maintain diverse structures. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Noah: https://x.com/TraderNoah Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:00) SEC Framework (6:35) Market Impact & Value Accrual (13:47) Token Design & Tradeoffs (18:25) Onchain Securities & Regulation (23:50) Market Structure: Public vs. Private (28:54) Early Tokenization (37:28) Global Access & KYC (48:42) Token Models & Endgame (1:08:21) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode we are joined by Harmonic CEO Ben Coverston to discuss his background in quantitative trading and transition to crypto, the evolution of DeFi on Solana, and Harmonic’s approach to block building and transaction scheduling. We also cover market structure debates, decentralization concerns, competition among block builders, and potential protocol changes like MCP and Alpenglow. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Harmonic: https://x.com/harmonic_gg Follow Temporal: https://x.com/temporal_xyz Follow Ben Coverston: https://x.com/HypoNyms Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:14) Ben's Background (9:34) The Temporal Ecosystem (13:14) Inside Harmonic: Solana's New Block Builder (22:37) Block Builder Wars & Criticism from Competitors (29:26) Solana's Future Architecture (50:07) The Future of DeFi Market Structure (1:00:13) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode we discuss crypto market volatility amid geopolitical tensions and rising institutional interest reflected in Solana ETF inflows. We also discuss tokenized equities and the push toward 24/7 trading, before exploring MetaDAO’s evolving launchpad model, including permissionless fundraising, tokenholder protections, and challenges around launch cadence, incentives, and long-term platform sustainability. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Toma: https://x.com/toma_adv Follow Joe: https://x.com/j0e_cooks Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:04) Solana ETF Inflows (11:42) Tokenized Equities & Nasdaq Kraken (18:01) MetaDAO & Ownership Tokens (37:05) MetaDAO Business Model (53:51) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode we are joined by Tushar Jain, Shayon Sengupta and Spencer Applebaum from Multicoin Capital to discuss their updated crypto investment thesis, emphasizing blockchains as infrastructure for global financial markets. The conversation explores themes including stablecoin-driven fintech, DeFi integration with traditional apps, tokenized assets, credible neutrality in blockchains, venture opportunities, evolving crypto market cycles, and emerging application experimentation. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Multicoin: https://x.com/Multicoin Follow Shayon: https://x.com/shayonsengupta?lang=en Follow Spencer: https://x.com/SpencerApplebau Follow Tushar: https://x.com/tushar_jain Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:39) Multicoin Update (9:18) Multicoin’s New Crypto Thesis (14:26) FinTech 4.0 & Stablecoins (20:45) The DeFi Mullet Model (25:02) Credibly Neutral Blockchains (32:06) Where Multicoin Is Investing (37:10) The Current Crypto Market (42:46) Venture Opportunities in Crypto (53:06) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode, we discuss recent trends in the Solana ecosystem, including declining onchain revenue, continued inflows into Solana-related ETFs, and growth in tokenized equities. We also cover liquidity and structural challenges in onchain equity markets, RWA expansion on Kamino, and the Axiom insider trading controversy. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Toma: https://x.com/toma_adv Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:17) Solana Monthly Update (8:18) Tokenized Equities Explained (20:11) Onchain Stock Liquidity (24:16) RWAs on Kamino (38:51) Axiom Insider Trading (52:31) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Inflection Point: Apple 🎙️: https://bit.ly/3QKdX5a Spotify 🎙️: https://bit.ly/3YhGJy3 YouTube 🎥: https://link.blockworks.co/46Cee2q — Follow Matt: ⁠⁠https://x.com/Matt_Hougan⁠⁠ Follow David: ⁠⁠https://x.com/dlawant⁠⁠ Follow Michael: ⁠⁠https://x.com/marcryptonio⁠⁠ Follow Marc: ⁠⁠https://x.com/marcarjoon⁠⁠ Follow Inflection Point: ⁠⁠https://x.com/BWInflection⁠⁠  Follow Blockworks: ⁠⁠https://x.com/Blockworks_⁠⁠   — Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code INFLECTION200 for $200 OFF! ⁠⁠https://blockworks.co/event/digital-asset-summit-nyc-2026⁠⁠ — Timestamps (00:00) Intro To Inflection Point (06:48) The Convergence Between TradFi & Crypto (22:20) Crypto's Biggest Advantages & Hurdles (36:15) Crypto's Changing Market Structure (41:00) Prices, Sentiment & Long-Term Allocators (46:00) Evolution Of Crypto Options & Yield (51:30) Is The 4-Year Cycle Dead? (01:02:00) Final Thoughts — Disclaimer: Nothing said on Inflection Point 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast

Gm! In this episode we’re joined by Nick Ducoff, Head of Institutional Growth at the Solana Foundation, to explore Solana’s institutional adoption and the rise of internet capital markets. We discuss the growth of tokenized real-world assets, stablecoins, and onchain equities, alongside regulatory dynamics, institutional tooling gaps, and the structural advantages of public blockchains. We also discuss emerging opportunities in real estate, municipal bonds, and expanding global investor access. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Solana: https://x.com/Solana Follow Nick: https://x.com/nickducoff?lang=en Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:08) Nick's Path to Solana (8:25) Institutional Adoption in Action (10:49) Why Institutions Are Choosing Solana (20:37) Institutional Archetypes & Regulatory Constraints (23:49) The RWA Landscape: Yield, Stablecoins & Equities (31:51) Canonical Tokens vs Market Fragmentation (34:45) What's Next: Real Estate & Municipal Bonds (40:57) Why This Cycle is Different (43:24) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode we have a 0xResearch crosspost where they were joined by Lucas Bruder, Co-Founder of Jito Labs to discuss Jito’s BAM block builder on Solana, highlighting transparency, verifiability, and application-controlled execution. They also cover market structure, stake adoption, MCP, slot time reductions, and JitoSOL’s ETF efforts. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Jito Labs: https://x.com/jito_labs Follow Lucas Bruder: https://x.com/buffalu__ Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Boccaccio: https://x.com/salveboccaccio Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:54) Why Jito Built BAM (5:50) Application-Controlled Execution Explained (11:30) MCP and Solana's Future (15:56) BAM Adoption and Stake Growth (33:13) Cutting Slot Times on Solana (40:28) JitoSOL and the ETF Push (47:09) AI, Products, and the Road Ahead (50:40) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode, we’re joined by MacBrennan Peet, Founder of Project 0, to discuss how the platform is tackling capital and risk fragmentation across DeFi venues. We cover unified margin, cross-venue credit, automated strategies, dynamic risk management, integrations across Solana lending markets, and Project 0 Pay. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Project 0: https://x.com/Project0 Follow MacBrennan: https://x.com/macbrennan_cc Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:48) MacBrennan's Path to Project 0 (5:39) Rebuilding Prime Brokerage for DeFi (8:48) Unified Margin Across DeFi Venues (19:59) Automated DeFi Strategies (26:57) Risk Management & Asset Onboarding (31:51) The Evolution of Automated Strategies (35:19) Project 0 Pay Explained (46:33) Competing With DeFi Super Apps (51:10) What's Next for Project 0 (55:06) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode we discuss Blockworks’ new Solana-focused Lightspeed IR platform and a report on Solana block building. We examine the rivalry between Jito BAM and Harmonic, impacts on transaction ordering, fees, market structure, validator clients, and the push toward protocol-level solutions like MCP and application-controlled execution.Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:42) Lightspeed IR Platform Launch (6:40) Block Building on Solana (12:28) Jito Bam vs. Harmonic: Architecture Breakdown (16:51) MEV, Fees, and Market Structure Impacts (34:04) MCP and Solana's Path Forward (48:49) What Happened to Jito and Harmonic? (55:55) Alpenglow & MCP Timeline (59:03) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode we are joined by Kristin Smith to discuss her transition to the Solana Policy Institute, recent U.S. crypto policy shifts, and progress under the Genius Act. We also discuss the CLARITY Act, market structure reform, DeFi and developer protections, institutional adoption, and the importance of durable regulatory clarity. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Solana Policy Institute: https://x.com/SolanaInstitute Follow Kristin Smith: https://x.com/KristinSmith Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:01) Kristin Smith’s Move to Solana (7:57) Crypto’s Regulatory Turning Point (14:59) CLARITY Act & Market Structure (29:37) Protecting DeFi Developers (35:54) Institutional Access to Crypto (40:55) The Path to Lasting U.S. Crypto Clarity (50:49) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode we cover Solana’s recent onchain performance, revenue trends, and upcoming network upgrades. We also discuss ecosystem token dispersion, client competition between Jito BAM and Harmonic, market structure challenges for perps, Prop AMM profitability metrics, and MetaDAO’s shift toward uncapped ICO raises and permissionless scaling. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:13) Solana Metrics, Upgrades, and Ecosystem Shifts (27:33) Prop AMMs: Volume vs. Profitability (36:15) ICO Design & Launchpad Models (56:33) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In today’s episode we are joined by Tristan Frizza Co-Founder of Bullet to discuss his journey from Zeta Markets to founding Bullet, a next-gen Solana perps exchange. We also discuss Solana congestion challenges, network extensions, ZK rollup design, data availability via Celestia, proving with Succinct, launch plans, incentives, and token migration. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Bullet: https://x.com/bulletxyz Follow Tristan Frizza: https://x.com/Tristan0x Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:41) From Zeta to Bullet (11:44) Bullet’s Design Overview (20:27) Celestia and ZK Proving Stack (27:46) Unlocking the Basis Trade (36:41) Bullet’s Target Trading Audience (46:47) Mainnet Launch Strategy (50:48) Token Migration from Zeta to Bullet (52:33) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode Danny, Dan and Ian discuss recent market volatility across crypto and commodities, onchain performance during stress events, chain fee dynamics, AI agents interacting with crypto rails, and Pump.fun’s revenue, buybacks, and long-term value capture debate. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Kairos Research: https://x.com/Kairos_Res Follow Ian: https://x.com/Ian_Unsworth Follow Dan Smith: https://x.com/smyyguy Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:30) Market Stress and Onchain Performance (19:54) AI Agents and Crypto Rails (34:34) Pump.fun: Revenue, Buybacks, and Memecoin Markets (42:58) Solana and the Value Capture Debate (1:05:04) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode we are joined by Xiao-Xiao, President of Jupiter, to discuss his background and transition to Jupiter, the shift toward onchain finance, growth of decentralized trading, stablecoins, mobile adoption, institutional participation, and Jupiter’s product strategy, and long-term vision for onchain financial infrastructure. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Jupiter: https://x.com/jupiterexchange Follow Xiao-Xiao: https://x.com/xxjzhu Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:55) Xiao-Xiao’s Background (8:57) CeFi to DeFi (14:16) Scaling Onchain Finance at Jupiter (31:49) Jupiter Mobile Strategy (36:16) Cards on Jupiter (39:41) What’s Holding Institutions Back? (50:45) How Jupiter Defines Success (59:40) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! We're back with Carlos for another weekly roundup. We cover Solana’s SKR airdrop and token design, Solana Mobile’s strategy, renewed memecoin activity and launchpad economics, Pump.fun’s evolving revenue model, and tokenized stocks and internet capital markets on Solana. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:23) SKR and the Solana Phone (25:54) Trenches Revival (43:09) Tokenized Stocks on Solana (54:56) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode we’re joined by Saeed Badreg, CEO of Wormhole Labs, to discuss Solana’s push to expand onchain markets through cross-chain asset listings, historical bridge challenges, Sunrise’s coordinated go-to-market approach, liquidity and distribution strategies, and the future of tokenized assets. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Wormhole Labs: https://x.com/wormhole_labs Follow Sunrise DeFi: https://x.com/sunrise_defi Follow Saeed Badreg: https://x.com/shadddowfax Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:51) Historical Pain Points (9:50) How Sunrise Brings Assets to Solana (31:33) Rethinking Token Distribution (42:49) Future of Tokenized Markets (51:11) Regulation’s Impact on Onchain Markets (59:13) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode Jun Bug and kdot co-founders of BULK join us to discuss building a high-performance perpetuals exchange on Solana, testnet rollout plans, covering latency and reliability challenges, validator-based architecture, decentralization trade-offs and incentive structures. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow BULK: https://x.com/bulktrade Follow kdot: https://x.com/kdotcrypto?lang=en Follow Jun Bug: https://x.com/junbug_sol Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:04) Why Perps Are So Hard to Build on Solana? (16:27) BULK’s Testnet Launch (21:36) Incentives, Stickiness, and Long-Term Users (25:32) One Exchange, Infinite Market (35:38) Network Congestion and Perps on Solana (46:34) propAMMs in Perps Trading (58:16) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode we are joined by Tom Curry to discuss Soar’s approach to tokenizing businesses, and improving fundraising via onchain models. We also cover internet capital markets, token–equity alignment, founder incentives, liquidity challenges, regulation, and onboarding retail investors into long-term, startup-focused crypto investing. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Soar: https://x.com/LaunchOnSoar Follow Tom Curry: https://x.com/imtomcurry Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:25) Why SOAR? (4:21) Meme Coins vs Real Value (10:04) How SOAR Is Different (25:29) Founder Control vs Governance (32:25) Ideal Founders for SOAR (36:34) Should Launchpads Curate? (39:15) What Success Looks Like (43:34) Challenges on the Token Side (47:01) New Investors and Liquidity (51:10) Learning From IPOs (54:25) What's Next for SOAR? (1:00:06) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.