Lightspeed

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.

Gm! This episode we’re joined by Austin Federa to discuss DoubleZero’s 2025 progress, its private fiber network, performance gains beyond the public internet, validator and stake incentivization, and more.Enjoy! -- Follow Lightspeed: ⁠https://twitter.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/+QUl_ZOj2nMJlZTEx⁠ -- 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/ -- Timestamps: (0:00) Introduction (2:16) DoubleZero 2025 Highlights (7:23) Beyond the Public Internet (22:51) Network Performance (24:52) Sablier Ad (25:21) Stake Incentivization Program (33:51) Validator Incentives (40:34) Sablier Ad (41:03) Value Flow (52:59) Liquid Staking (56:12) Future Outlook (1:08:29) 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 Lucas from Jito to break down the new IBRL dashboard on Solana validator behavior. We also dive into token buybacks versus growth, governance design, and more. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Jito Labs: https://x.com/jito_labs Follow Lucas Bruder: https://x.com/buffalu__?lang=en Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- 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/ -- Timestamps: (0:00) Introduction (2:21) IBRL Dashboard (9:58) Submitting Transactions (17:51) Social Shaming Validators (20:46) Sablier Ad (21:14) Limitations of Cutting Swap Times (28:17) Refining the IBRL Dashboard (32:05) Sablier Ad (32:34) Do Buybacks Actually Work? (41:14) Could Jito Adopt Futarchy Based Governance? (47:00) The Equity and Token Relationship (49:18) Price Discovery and Market Structure (55:23) Centralized Exchanges in 2026 (58:11) 2026 Predictions (1:01:25) 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! We're back with Matty Taylor to unpack what's next for Colosseum in 2026. We deep dive into where Matty sees the most opportunity right now, crypto token vs equity problem, token buybacks, Solana DeFi and more. Enjoy! -- Follow Matty: https://twitter.com/mattytay Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- PFOF on Solana: https://x.com/bqbrady/status/2005661528096436394 -- 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 (05:21) The Colosseum Model (12:55) Colosseum’s Accelerator Cohort 4 (16:02) Peaq Ad (16:28) Sablier Ad (16:57) Where To Allocate In 2026? (23:51) How To Fix Crypto’s Token Problem (38:05) The Best Way To Launch A Token (48:06) Peaq Ad (48:32) Sablier Ad (49:00) Token Buybacks (52:05) Solana DeFi 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.