Lightspeed

Gm! We're back with Dan Smith to discuss the latest happening in the Solana ecosystem. We deep dive into the new Lightspeed investor relations platform, takeaways from Breakpoint, the rise of prop AMMs & more. Enjoy! -- Follow Dan: https://x.com/smyyguy Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- To find out more about the Lightspeed platform: https://x.com/Blockworks_/status/1999110569186701349 -- peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (02:22) The Lightspeed Investor Platform (09:59) Peaq Ad (10:25) Sablier Ad (10:54) Takeaways From Breakpoint (19:20) Can Solana Become The Everything Chain? (28:57) Token Value & Acquiring (40:37) Peaq Ad (41:02) Sablier Ad (41:31) Prop AMMs -- 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 Plish to discuss Hylo and their riadmap heading into 2026. We deep dive into the Hylo origin story, how Hylo became Solana's highest yielding stablecoin, risk management during liquidation events, SOL's inflation rate & more. Enjoy! -- Follow Plish: https://x.com/0xPlish Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (03:38) The Hylo Origin Story (10:58) Peaq Ad (11:24) Sablier Ad (11:52) Risk Management During Market Sell Off’s (16:23) Hylo’s Go To Market Strategy (22:39) Hylo’s Points System (32:16) Hylo’s Roadmap In 2026 (42:46) SOL’s Inflation Rate (43:12) Peaq Ad (43:40) Sablier Ad (46:41) Solana In 2026 -- 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 to discuss the latest happening in Solana today. We deep dive into the state of the network, Solana's decentralized Nasdaq thesis, Jupiter's super-app vision & more. Enjoy! -- Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (02:46) State of The Solana Network (10:20) Solana’s Inflation Proposal (19:39) Peaq Ad (20:05) Sablier Ad (20:34) Jupiter’s DeFi SuperApp Vision (34:18) Pump Fun Revenues (42:04) Peaq Ad (42:30) Sablier Ad (42:58) Solana’s Opportunity In 2026 -- 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 Kollan House (MetaDAO Co-Founder) to discuss MetaDAO's breakout moment. We deep dive into how to improve the ICO process, the futarchy thesis, Kollan's thoughts on token buybacks, crypto in the U.S, and more. Enjoy! -- Follow Kollan: https://x.com/metanallok Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (02:28) The Futararchy Thesis (10:48) Peaq Ad (11:14) Sablier Ad (11:42) How To Improve The ICO Process (25:53) Working With Existing Projects (40:43) Peaq Ad (41:09) Sablier Ad (41:32) Token Buybacks (49:41) Crypto In The U.S. & The Rise of Futarchy -- 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 the first of many weekly roundups. We deep dive into the state of Solana today, the rise of prop AMMs, the vision for internet capital markets, Solana's next catalyst in 2026 & more. Enjoy! -- Follow Ryan: https://x.com/ryanconnor Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (01:25) The State of Solana Today (06:58) The Rise of Prop AMMs (10:38) HumidiFi’s Token Launch (14:42) Peaq Ad (15:08) Sablier Ad (15:36) MetaDAO (24:49) The Internet Capital Markets Vision (31:06) The Opportunity For xStocks (35:12) Peaq Ad (35:38) Sablier Ad (36:06) Prediction Markets (46:02) Perps On Solana (48:53) Solana In 2026 -- 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 Kevin from HumidiFi to discuss how they became the largest prop AMM on Solana. We deep dive into what are prop AMMs, is price discovery moving onchain, launching their token, the aftermath of 10/10 and more. Enjoy! -- Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ 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/⁠ -- (00:00) Introduction (03:18) What Are Prop AMMs? (07:24) The Monad ICO (10:00) Capital Efficiency & Profitability (17:35) Is Price Discovery Moving Onchain? (27:15) The Aftermath Of 10/10 (32:40) Trading On SOL vs Other L1s (40:13) DEX Aggregators (42:48) What's Next For HumidiFi? (45:26) Launching The WET Token (48:02) What's Next For Solana In 2026? -- 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 Lucas Bruder to discuss the next step for Jito and Solana in 2026. We deep dive into what is BAM, Solana's sandwiching problem, the biggest opportunity for Jito, the internet capital markets vision for Solana and more. Enjoy! -- Follow Lucas: https://x.com/buffalu__ Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (04:03) What Is BAM? (07:56) Solana’s Sandwiching Problem (15:40) Peaq Ad (16:06) Sablier Ad (16:34) Jito’s Biggest Opportunity (22:35) How To Onboard Stake (31:58) TEEs (41:15) Peaq Ad (41:41) Sablier Ad (42:10) The Internet Capital Markets Vision (46:02) Prop AMMs (48:10) An Update On JitoSOL -- 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 week the MegaETH team join the show to. discuss their ICO launch & the future of MegaETH. We deep dive into building a performant L2, the end game for MegaETH, ICO specifics & more. Enjoy! -- Follow Lei: https://x.com/yangl1996 Follow Namik: https://x.com/NamikMuduroglu 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 Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (01:38) Building A Performant L2 (13:41) Peaq Ad (14:13) MegaETH’s ICO (26:51) The MegaETH End Game (36:43) Why Not Launch As An L1? (48:07) MegaETH Performance -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Kevin Ricoy (Kyzer) joins the show to discuss the latest happening in crypto this week. Enjoy! -- Follow Kevin: https://x.com/Kyzer 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 Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (03:56) Worst Tweets of The Week (13:31) Our Best Trades (22:23) ETH Devs Are Underpaid (38:37) Why Hasn’t Kyzer Opened His Seeker? -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week the Meteora team joins the show to discuss their upcoming TGE. We deep dive into why is Meteora launching a token, the LIBRA fallout, Solana DeFi, Meteora's next chapter & more. Enjoy! -- Follow Soju: https://x.com/0xSoju Follow Zen: https://x.com/realdezen 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 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/⁠ -- (00:00) Introduction (02:14) What Is Meteora? (10:57) Meteora’s Growth Story (18:11) The LIBRA Fallout (20:26) Meteora’s Next Chapter (23:17) Meteora’s Token Launch (41:54) The Future of Solana DeFi (51:52) What’s Next For Meteora? -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Amira Valliani joins the show to discuss the future of DePIN on Solana. We deep dive into the biggest opportunities, the problem with venture capital, the AI energy opportunity, robotics & more. Enjoy! -- Follow Amira: https://x.com/amiravalliani 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 Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: ⁠https://app.katana.network/?utm_source=BW-Pod⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (06:59) Solana DePIN Ecosystem (09:18) Katana Ad (10:20) Solana’s DePIN Future (17:32) Who Will Be The Biggest Winners? (25:43) The Problem With Venture Capital (31:54) Katana Ad (32:57) The AI Energy Opportunity (41:13) Working With DePIN Startups (45:09) Robotics (58:06) The State of Crypto Policy (01:01:32) What’s Next For Crypto? -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Michael Repetný joins the show to discuss the future of staking on Solana. We deep dive into the Marinade origin story, liquid staking, working with ETF issuers, Solana DATs & more. Enjoy! -- Follow Michael: https://x.com/repetny 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 Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: ⁠https://blockworks.co/event/digital-asset-summit-2025-london⁠ -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: ⁠https://app.katana.network/?utm_source=BW-Pod⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (01:20) The Marinade Origin Story (09:00) The Solana Startup Incubator (11:17) Katana Ad (12:18) Staking With Marinade (19:53) Why Liquid Staking Makes Sense (24:39) Sandwich Attacks (35:49) Katana Ad (36:52) Working With ETF Issuers (47:04) Solana DAT Staking (55:56) MNDE & Token Buybacks (01:00:47) What’s Next For Solana Staking? -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Viktor Fischer joins the show to discuss his journey to investing in Solana in the early days to today. We deep dive into what gave Viktor conviction to buy Solana in 2018, how the thesis has evolved ever since, DoubeZero, crypto treasury vehicles, Solana DeFi & more. Enjoy! -- Follow Viktor: https://x.com/viktorfischer 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 Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: ⁠https://blockworks.co/event/digital-asset-summit-2025-london⁠ -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: ⁠https://app.katana.network/?utm_source=BW-Pod⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (03:05) The Solana Origin Story (11:33) Katana Ad (12:35) The L1 Debate Is Over (17:06) RockawayX’s Updated Solana Thesis (27:59) What’s The Endgame For Solana? (31:17) Katana Ad (32:20) Tokenization & Bringing Assets Onchain (43:17) Crypto Treasury Vehicles, mNAVs & Solana DeFi (50:54) DoubleZero (01:01:00) Frankendancer (01:02:21) Pump Fun -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Michael Marcantonio joins the show to discuss the future of Solana & DeFi. We deep dive into Michael's thesis for internet capital markets, Solana's decentralized Nasdaq end state, the role of DATs in DeFi, the Galaxy business model & more. Enjoy! -- Follow Michael: https://x.com/marcryptonio 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 Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- 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) The Ultimate Solana Thesis (5:27) DeFi At Galaxy (7:21) Solana's Decentralized Nasdaq Thesis (12:32) Katana Ad (13:35) Forward Industries & Solana DATs (34:22) Integrating DeFi With Solana DATs (42:18) Internet Capital Markets (52:51) Katana Ad (53:54) The Rise of Prop AMMs (1:04:33) The Galaxy Business Model & Launching GalaxyOne (1:12:11) L1s, L2s & Scalability (1:27:40) What Does Solana Need To Improve? -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Henri Stern joins the show to discuss why Stripe acquired the wallet infrastructure company Privy. We deep dive into Stripe's crypto strategy, crypto payments, Henri's Solana thesis, what does crypto need to improve & more. Enjoy! -- Follow Henri: https://x.com/henri_stern 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 Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (03:03) Why Did Stripe Acquire Privy? (11:22) Katana Ad (12:24) Behind Stripe’s Crypto Strategy (19:07) Are Crypto Payment Rails Actually Better? (25:55) The Solana Thesis (38:08) Katana Ad (39:11) The Business Behind Crypto Wallets (47:38) What Does Crypto Need To Improve? (57:36) Agentic Payments -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Robin A. Nordnes joins the show to discuss Raiku's most recent $13.5m raise. We deep dive into what is Raiku, transaction landing on Solana, why Robin moved from the Ethereum ecosystem to Solana & more. Enjoy! -- Follow Robin: https://x.com/degenroot 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 Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (05:34) Moving From Ethereum To Solana (13:00) Katana Ad (14:03) What Is Raiku? (18:20) How Are Pre Confirmations Decided? (24:05) Validator Economic Incentives (28:34) Validator Revenue (36:17) Will Raiku Launch A Token? (37:52) Katana Ad (38:55) Transaction Landing On Solana (46:38) Local Fee Markets -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Ian Unsworth joins the show for a roundup of the latest Solana news. We deep dive into crypto's bullish catalysts in 2025/26, the state of markets, what's next for Frankendancer, stablecoins on Solana & more. Enjoy! -- Follow Ian: https://x.com/Ian_Unsworth 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 Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (06:05) Solana’s Largest Treasury Company: Forward Industries (15:20) Katana Ad (16:22) Is There Another Bull Catalyst For Crypto? (24:01) Stablecoins On Solana (30:42) Katana Ad (31:45) What Is Fogo? (42:10) Pump Fun (53:19) Frankendancer (57:34) Jito Token Value Accrual -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Cosmo Jiang joins the show to discuss Pantera's latest Solana treasury company, Helius. We deep dive into why Pantera is so bullish on Solana—with over $1 billion in disclosed SOL holdings—how to structure a DAT deal, what’s next for Helius, and more. Enjoy! -- Follow Cosmo: https://x.com/cosmo_jiang 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 Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ --(00:00) Introduction (06:49) Katana Ad (07:51) Why Pantera Launched Helius (21:09) Why Should DATs Trade At A Premium To NAV? (29:02) Katana Ad (30:04) The Helius Acquisition Strategy (32:09) The Role Of DATs On Crypto Foundations (39:02) What’s Next For Helius? (43:38) Structuring DAT Deals (48:07) 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Chris Chung joins the show to discuss Titan's recent $7m seed round. We deep dive into what's next for Titan, building on Solana, the future of onchain capital markets, the state of DEX aggregators on Solana & more. Enjoy! -- Fowllow Chris: https://x.com/realRockyChung 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 Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (02:26) What Is Titan? (04:58) How To Get The Best Price For Users? (09:49) The Titan Origin Story (12:10) Katana Ad (13:12) Onchain Capital Markets Built On Solana (15:22) The Titan Business Model (19:43) The State Of DEX Aggregators On Solana (26:44) The Ultimate Vision For Titan (28:27) Katana Ad (29:30) The Rise Of Prop AMMs (40:04) The Impact Of Alpenglow (43:14) The Future Of Internet Capital Markets -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Tuomas Holmberg joins the show to discuss the future of onchain collectibles. We deep dive into what is Collector Crypt, finding product market fit, building on Solana, integrating with DeFi, the future of onchain marketplaces & more. Enjoy! -- Follow Tuom: https://x.com/TuomHolmberg 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 Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:43) What Is Collector Crypt? (13:25) Katana Ad (14:27) Finding PMF & Building On Solana (21:24) Integrating With DeFi (25:00) Creating Accurate Pricing Data (28:30) Katana Ad (29:32) Collector Crypt’s Gacha Machine (42:17) Airdrops (54:31) Will Collector Crypt Roll Out Livestreaming? -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.