Lightspeed

Gm! This week we welcome Tzvi Wiesel Founder & CEO of Baxus to discuss why they're building on Solana, growing a global marketplace for spirits & of course... how Baxus are bringing whiskey onchain. Enjoy! -- Follow Tzvi Wiesel: https://x.com/web4O Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Use Code: LIGHTSPEED10 for 10% off you ticket to Permissionless III: https://blockworks.co/event/permissionless-iii Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (00:58) Baxus Overview (09:02) Permissionless Ad (10:04) Account Abstraction (13:58) User Flow & Experience (22:05) Marketplace Dynamics (31:17) App Chain vs Solana (40:45) DeFi & Institutional Demand (51:49) Market Size of Rare Spirits & Wine -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we welcome Brandon Millman & Donnie Dinch for a discussion on Phantom's recent acquisition & how they grew to be the largest wallet within the Solana ecosystem! Enjoy! -- Follow Brandon: https://x.com/BChillman Follow Donnie: https://x.com/donnie Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:34) Why Phantom Acquired Bitski? (07:02) Onboarding New Users (13:30) Helium Mobile Ad (14:32) Crypto's Wallet Landscape (18:35) Wallet Services & Business Model (23:13) Chain Integration To Phantom (29:31) Permissionless III Ad (30:34) User Retention (33:38) Wallet Security (42:20) Solana's Dropped Transactions -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're back with another weekly roundup. We discuss the potential Ethereum ETF approval, crypto's low float problem, L1 vs L2 scaling & more. Enjoy! -- Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:50) Ethereum ETF? (05:20) Low Float, High FDV: Cobie's Substack Piece (10:01) Helium Mobile Ad (17:59) Justin Drake & EigenLayer (33:49) Permissionless III Ad (34:52) Fixing Bugs On Solana (41:06) L1 vs L2 Scaling (50:22) Running A Solana Validator -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we welcome Amir Haleem CEO of Nova Labs for a discussion on how Helium is building out DePin infrastructure to capture one of crypto's biggest opportunities. Enjoy! -- Follow Amir: https://twitter.com/amirhaleem Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (04:19) The Helium Origin Story (06:45) Permissionless III Ad (07:47) Helium Mobile (16:20) What Is The Helium Network & How Does It Work? (22:41) How To Bootstrap A Network (29:43) Who Is Using Helium Mobile? (32:28) Why Build On Solana? (36:51) SIM Swaps (43:04) Onboarding To Helium Mobile -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're back with another weekly roundup. We discuss will Solana flip Ethereum, L1 vs L2 value accrual, Van Eck's meme coin index & the SocialFi hype. Enjoy! -- Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:41) Solana Will Flip Ethereum: MEV & Fees (12:56) Helium Mobile Ad (14:00) How Profitable Is It To Run A Validator? (18:59) Value Accrual: L1s vs L2s (29:32) Solana's Node Count (37:17) Permissionless III Ad (38:19) VanEck's Bullish Meme Coins (43:26) SocialFi -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we welcome FP Lee to the show for a discussion on the growth of liquid staking on Solana. We deep dive into launching LSTs, value accrual, solving liquidity issues & some of the products sanctum is building. Enjoy! -- Follow FP: https://twitter.com/soleconomist Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (02:21) Infinity (09:55) Permissionless III Ad (10:57) Algorithmic Auto Rebalancing (15:54) Launching LSTs (21:51) Solving LST Liquidity (34:01) Value Accrual (35:51) Sanctum Wonderland (39:46) LSTs: Winner Take All? (44:13) Stake Weighted QoS -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're back with another weekly roundup. After a crazy couple of weeks for Solana & crypto more broadly, we deep dive into Stripe's crypto announcement, Solana MEV, EigenLayer's token launch, Kamino + Drift Airdrops & more! -- Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:15) Stripe Is Bullish (13:36) Helium Mobile Ad (17:10) MEV On Solana (28:34) Firedancer (35:17) Permissionless III Ad (43:49) Performance vs Decentralization (46:30) Kamino & Drift Airdrops (57:10) EigenLayer (01:08:50) Crypto Needs More Apps -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This episode Alex Smirnov joins the show for a discussion on how deBridge is working to power the crypto economy with cross chain bridging & interoperability. Enjoy! -- Follow Alex: https://twitter.com/AlexSmirnov__ Follow Dan: https://twitter.com/smyyguy -- Use Code LIGHTSPEED10 for 10% off your ticket to Permissionless III: https://blockworks.co/event/permissionless-iii -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:32) Bridging & Interoperability (07:33) Permissionless III Ad (08:36) Decentralization vs Performance (14:20) The Intent Bridging Model (27:59) Bridging Mechanics (31:17) MEV (35:32) Fee Compression (39:56) Bringing Liquidity On Chain (42:30) Bridging Risk (48:23) Governance & Validators -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Patrick O'Grady, Aaron Buchwald & Stephen Buttolph join the show to discuss the path forward for the Avalanche ecosystem. -- Follow Patrick: https://twitter.com/_patrickogrady Follow Aaron: https://twitter.com/AaronBuchwald Follow Stephen: https://twitter.com/stephenbuttolph Follow Dan: https://twitter.com/smyyguy -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- Use Code LIGHTSPEED10 for 10% off your ticket to Permissionless III: https://blockworks.co/event/permissionless-iii -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD 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 Avalanche Architecture (07:38) Helium Mobile Ad (08:41) Reinventing Subnets: ACP-13 & ACP-77 (20:38) ACP-77 New Fee Mechanism (35:58) Permissionless III Ad (37:00) The HyperSDK Unlock (43:56) Vryx 100k TPS Breakthrough (54:51) C-Chain Functionality (01:03:42) Future Of The EVM -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Rushi Manche of Movement Labs joins the show to discuss why 2023 was the year of DA & 2024 will be the year of the VM. Enjoy! -- Follow Rushi: https://twitter.com/rushimanche Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (04:22) Moving Past The EVM (06:22) VM Composability (10:30) Helium Mobile Ad (11:32) 2024: The Year Of The VM (12:56) L1 vs L2 Trade-Offs (16:13) General Purpose vs App Specific Chains (21:38) Zk vs Optimistic Rollups (23:42) App Fragmentation & Interoperability (27:43) Shared Sequencers (33:34) Do L2s Have Staying Power? (37:37) VM Market Penetration: Attracting New Devs to Web3 (38:42) Solana Transactions Dropping Is Bullish (45:12) Scaling Solutions To Watch In 2024 -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we invite Anatoly Yakovenko & Lucas Bruder to the show for a discussion on the current state of Solana. We deep dive into the transaction problem as on chain volumes have exploded in recent months. Toly & Lucas explore the solutions that could help to increase chain performance & what's next for Solana. Enjoy! -- Follow Anatoly: https://twitter.com/aeyakovenko Follow Lucas: https://twitter.com/buffalu__ Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:54) Solana Chain Performance (12:05) Helium Mobile (13:08) The Criticism's Of Stake Weight QoS (24:59) The QoS Patch Rollout (27:31) Solana's TPS Problem (31:40) The End State For Priority Fees (35:00) Blocks Should Always Be Full (43:45) The Solana End State (52:33) Wen Dynamic Rent Fee? (58:54) Solana Restaking (01:05:07) MEV On Solana (01:08:54) Firedancer -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we invite Cindy & Chris from Drift to the show to discuss how they're building the largest perps DEX on Solana. Enjoy! -- Follow Cindy: https://twitter.com/cindyleowtt Follow Chris: https://twitter.com/crispheaney Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we discuss the state of the network, MarginFi drama, Uniswap vs the SEC, airdrops, Monad's $225 million raise & more. Enjoy! -- Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- (00:00) Introduction (01:24) Solana: State Of The Network (13:03) Helium Mobile Ad (14:05) Do Validators Need To Be Profitable? (17:36) MarginFi (33:28) Airdrops (36:58) SEC Sends Uniswap a Wells Notice (46:42) Monad Raises $225 Million -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we discuss why users are having more failed & dropped transactions on Solana. To hear all this & more, you'll have to tune in! -- Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Why Are Transactions Dropping? (10:56) Solana's Spam Flywheel (27:18) Fee Mechanism Timeline (32:16) Ellipsis Labs Raises $20 Million (35:56) Ore: Bitcoin On Solana? -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week, Jesse Pollak creator of Base joins the show for a discussion on what the team have been building. As retail activity picks up on both Solana & Base, we thought why not just invite Jesse to the show to discuss the L2 end game, network scaling, base fee revenue & much more. Enjoy! -- Follow Jesse: https://twitter.com/jessepollak Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:42) The Base Origin Story (11:49) The L2 End Game (16:21) Virtual Machine: Alt vs EVM (21:19) Decentralizing The Sequencer (28:05) The Security Council & Blast Exploit (36:30) L2 & L3 Interoperability (44:10) Network Scaling: Two Paths, One Endgame (46:50) Data Availability (53:34) Base Fee Revenue -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week, Dan & Mert discuss the current state of the network by deep diving into how transaction fees on Solana actually work, the ending of Jito's mempool & the continued meme coin impact. To hear all this & more, you'll have to tune in! -- Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:34) Solana Transactions Fees (14:36) Jito's Impact On Solana (24:46) Circle's CCTP Launches On Solana (30:34) Solana Meme Coins (34:20) Solana vs Ethereum Fees (43:45) Post 4844 Clarity (49:16) The State of L2s -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

This week, Jon Victor Co-Founder of Ansa Research joins the show for a discussion on one of crypto's most exciting areas... DePin. We deep dive into why decentralized data storage matters, Filecoin's roadmap, the intersection between AI & DePIN & so much more. Enjoy! -- Follow Jon: https://twitter.com/jnthnvctr Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Inverting three key relationships in computing: https://www.wildbuilt.world/p/inverting-three-key-relationships -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed -- (00:00) Introduction (01:34) Why DePIN Matters? (07:50) Access Protocol Ad (08:40) Filecoin (14:42) What Is IPFS & How Does It Work? (17:59) Why Decentralized Storage Matters (24:30) The Filecoin Roadmap (34:43) High Throughput Chains & Data Storage (41:04) Onboarding Web2 Companies (46:19) Filecoin's Go-To Market (48:17) Building The FVM (54:43) Filecoin Subnets (57:30) AI & DePin -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

This week, Robin Hanson & Proph3t join the show to discuss one of crypto's most exciting experiments... Futarchy. With the launch of MetaDAO, Proph3t aims to enable a market driven approach to social governance. By implementing Robin's proposed system of Futarchy, could this be a way to fix DAO governance? -- Follow Robin: https://twitter.com/robinhanson Follow Proph3t: https://twitter.com/metaproph3t Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses. If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad. -- (00:00) Introduction (01:27) Prediction Markets, Governance & What Is Futarchy? (07:39) Roadblocks To Adoption of Futarchy (10:19) Monad Ad (11:14) MetaDAO: Building The First Futarchy (12:48) Governance Powered By The SVM (20:22) The MetaDAO Endgame (27:12) Futarchy As A Service (F.A.A.S) (32:06) Vota: A Vote Market On Solana (34:20) Solving Liquidity Fragmentation (41:30) Defining Success For 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. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

This week, Marc Boiron CEO of Polygon Labs & Brendan Farmer Co-Founder of Polygon join the show for a discussion on the evolution of Polygon, building the AggLayer & the end state, as they view it for crypto. Enjoy! -- Follow Brendan: https://twitter.com/_bfarmer Follow Marc: https://twitter.com/0xMarcB Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access this premium content without endless ads or hard-to-cancel subscriptions. Access Protocol is crypto-native, built on Solana, and already has 225K users reading content, receiving NFTs and interacting with creators! Use this link to check out Access Protocol today:https://bit.ly/AccessProtocol_Lightspeed -- (00:00) Introduction (01:47) The Evolution Of Polygon (05:56) Building The AggLayer (10:55) Access Protocol Ad (11:45) Seamless Bridging (15:39) Data Availability & Value Accrual (25:36) Chain Abstraction vs Agg Layer (31:40) The AggLayer's Network Effects (34:21) The End State For Crypto (41:06) Prioritizing ZK Tech -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week, Jon Charbonneau joins the show after Jito announced their suspension of their mempool function. We deep dive into solving the MEV problem, Ethereum's Dencun upgrade, the current state of crypto in 2024 & of course.. meme coins. -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses. If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad. -- Follow Jon: https://twitter.com/jon_charb Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:42) Jito's Impact On Solana (11:45) Monad Ad (12:42) MEV On Solana (18:32) Rollups (23:44) SOL Value Accrual (26:41) Ethereum's Dencun Upgrade (30:55) Data Availability (40:10) Are Layer 3s A Business Move? (50:35) The State Of Crypto (59:14) Meme Coins (01:02:29) Solana's Fee Market -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.