Inside JTX: Jito’s New Trading Platform | Lucas Bruder Lightspeed 2026-09-23 | Inside JTX: Jito’s New Trading Platform | Lucas Bruder
The Institutional Shift Driving Crypto Forward Lightspeed 2026-04-02 | Gm! In today’s episode, we cover institutional crypto adoption, tokenization, and regulatory developments, along with Blockworks IR and disclosure frameworks. We also explore perpetual markets, product innovation, and trends across DeFi, neobanking, stablecoins, and DePIN as crypto and traditional finance continue to converge.Enjoy!--Follow Lightspeed: https://x.com/LightspeedpodhqFollow Dan Smith: https://x.com/smyyguyFollow Carlos: https://x.com/0xcarlosgFollow Danny: https://x.com/defi_kay_Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:59 Institutional Bull Market5:20 Perps Come to America?9:05 Why TTF Matters14:31 Blockworks IR Is Live19:30 What’s Real at DAS?28:13 Crypto Apps Become Neobanks35:50 DePIN Finally Scales42:26 What’s Crypto’s Next Game?44:41 Closing Comments--Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
The Future of DeFi Trading: Routers, Perps, and MCP | Eugene Chen Lightspeed 2026-03-31 | Gm! In this episode, Eugene Chen, CEO of Ellipsis Labs, joins us to break down Solana’s evolving market structure and the launch of Phoenix Perps. We explore onchain trading design, routing and sequencing challenges, MCP’s role, and how user behavior and incentives are shaping the future of DeFi.Enjoy!--Follow Lightspeed: https://x.com/LightspeedpodhqFollow Ellipsis Labs: https://x.com/ellipsis_labsFollow Eugene: https://x.com/0xShitTraderFollow Danny: https://x.com/defi_kay_Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction2:25 Solana Market Structure Shift8:07 Why Phoenix Perps Now21:16 Why Perps Need No Router29:39 What Solana Must Improve34:49 The Block Builder Problem43:24 Will DeFi Mimic TradFi?52:48 Phoenix Perps Launch Plans53:38 Closing Comments--Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Designing the Future of Payments Systems | Konstantin Richter & Tom Zschach Lightspeed 2026-03-26 | Gm! This episode features a panel from DAS New York with Konstantin Richter and Tom Zschach. The discussion covers traditional financial infrastructure, the integration of digital assets, and emerging concepts like agentic payments, along with regulatory gaps, system design challenges, and how SWIFT intersects with evolving crypto-based payment systems.Enjoy!--Follow Lightspeed: https://x.com/LightspeedpodhqFollow Konstantin Richter: https://x.com/konstantin11Follow Tom Zschach: https://x.com/TomZschachFollow Danny: https://x.com/defi_kay_Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction4:08 What Are Agentic Payments?7:29 Machine Accountability12:23 Regulation Still Lags17:16 Do Rails Replace Swift?20:48 Crypto Needs Systems Design22:14 Closing Comments--Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Making Privacy the Default | Kru & Cal Lightspeed 2026-03-24 | Gm! In today’s episode, we’re joined by Kru and Cal, co-founders of Umbra, to discuss building privacy infrastructure on Solana using MPC and zero-knowledge technologies. We cover product design, compliance, SDK integrations, and how privacy could drive institutional adoption and improve crypto usability.Enjoy!--Follow Lightspeed: twitter.com/LightspeedpodhqFollow Umbra Privacy: https://x.com/UmbraPrivacyFollow Cal: https://x.com/typi_cal_Follow Kru: https://x.com/kru_tweets?lang=enFollow Danny: https://x.com/defi_kay_Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:12 Founders' Backgrounds5:53 Why Privacy Matters Now7:38 What Umbra Is Building12:01 How Privacy Works15:57 Expansion and Regulation22:50 UX, Adoption, and Business Model26:32 Token and Roadmap32:07 Future of Privacy41:57 Closing Comments--Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
The Future of Digital Assets | Regulation, Value Accrual, and Token Design Lightspeed 2026-03-19 | Gm! In today’s round up we are joined by Noah Goldberg of Theia Capital to discuss new SEC guidance distinguishing digital commodities and securities, implications for token design and valuation, and evolving regulatory clarity. We also discuss token versus equity models, KYC tradeoffs, global market access, and whether the industry will shift toward tokenized equity or maintain diverse structures.Enjoy!--Follow Lightspeed: https://x.com/LightspeedpodhqFollow Noah: https://x.com/TraderNoahFollow Carlos: https://x.com/0xcarlosgFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction2:00 SEC Framework6:35 Market Impact & Value Accrual13:47 Token Design & Tradeoffs18:25 Onchain Securities & Regulation23:50 Market Structure: Public vs. Private28:54 Early Tokenization37:28 Global Access & KYC48:42 Token Models & Endgame1:08:21 Closing Comments--Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Harmonic Fires Back in Solana’s Block Building Wars | Ben Coverston Lightspeed 2026-03-17 | Gm! In today’s episode we are joined by Harmonic CEO Ben Coverston to discuss his background in quantitative trading and transition to crypto, the evolution of DeFi on Solana, and Harmonic’s approach to block building and transaction scheduling. We also cover market structure debates, decentralization concerns, competition among block builders, and potential protocol changes like MCP and Alpenglow.Enjoy!--Follow Lightspeed: twitter.com/LightspeedpodhqFollow Harmonic: https://x.com/harmonic_ggFollow Temporal: https://x.com/temporal_xyzFollow Ben Coverston: https://x.com/HypoNymsFollow Carlos: https://x.com/0xcarlosgFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction2:14 Ben's Background9:34 The Temporal Ecosystem13:14 Inside Harmonic: Solana's New Block Builder22:37 Block Builder Wars & Criticism from Competitors29:26 Solana's Future Architecture50:07 The Future of DeFi Market Structure1:00:13 Closing Comments--Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
MetaDAOs Permissionless Launchpad Lightspeed 2026-03-12 | 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: twitter.com/LightspeedpodhqFollow Toma: https://x.com/toma_advFollow Joe: https://x.com/j0e_cooksFollow Carlos: https://x.com/0xcarlosgFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction 4:04 Solana ETF Inflows11:42 Tokenized Equities & Nasdaq Kraken18:01 MetaDAO & Ownership Tokens37:05 MetaDAO Business Model53:51 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.
Crypto’s Rebirth Moment | Tushar, Shayon and Spencer Lightspeed 2026-03-10 | 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: twitter.com/LightspeedpodhqFollow Multicoin: https://x.com/MulticoinFollow Shayon: https://x.com/shayonsengupta?lang=enFollow Spencer: https://x.com/SpencerApplebauFollow Tushar: https://x.com/tushar_jainFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction2:39 Multicoin Update9:18 Multicoin’s New Crypto Thesis14:26 FinTech 4.0 & Stablecoins20:45 The DeFi Mullet Model25:02 Credibly Neutral Blockchains32:06 Where Multicoin Is Investing37:10 The Current Crypto Market42:46 Venture Opportunities in Crypto53:06 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.
Tokenized Equities, Kamino RWAs and zachXBT Investigation Lightspeed 2026-03-05 | 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: twitter.com/LightspeedpodhqFollow Toma: https://x.com/toma_advFollow Carlos: https://x.com/0xcarlosgFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction3:17 Solana Monthly Update8:18 Tokenized Equities Explained20:11 Onchain Stock Liquidity24:16 RWAs on Kamino38:51 Axiom Insider Trading52:31 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.
Solana’s Institutional Moment | Nick Ducoff Lightspeed 2026-03-03 | 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: twitter.com/LightspeedpodhqFollow Solana: https://x.com/SolanaFollow Nick: https://x.com/nickducoff?lang=enFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction3:08 Nick's Path to Solana8:25 Institutional Adoption in Action10:49 Why Institutions Are Choosing Solana20:37 Institutional Archetypes & Regulatory Constraints23:49 The RWA Landscape: Yield, Stablecoins & Equities31:51 Canonical Tokens vs Market Fragmentation34:45 What's Next: Real Estate & Municipal Bonds40:57 Why This Cycle is Different43:24 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.
0xResearch: Jito BAM and Solana Market Structure | Lucas Bruder Lightspeed 2026-02-26 | 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: twitter.com/LightspeedpodhqFollow Jito Labs: https://x.com/jito_labsFollow Lucas Bruder: https://x.com/buffalu__Follow Sam: https://x.com/minnusFollow Carlos: https://x.com/0xcarlosgFollow Boccaccio: https://x.com/salveboccaccioFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:54 Why Jito Built BAM5:50 Application-Controlled Execution Explained11:30 MCP and Solana's Future15:56 BAM Adoption and Stake Growth33:13 Cutting Slot Times on Solana40:28 JitoSOL and the ETF Push47:09 AI, Products, and the Road Ahead50:40 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.
The DeFi-Native Prime Broker | MacBrennan Peet Lightspeed 2026-02-25 | 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: twitter.com/LightspeedpodhqFollow Project 0: https://x.com/Project0Follow MacBrennan: https://x.com/macbrennan_ccFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:48 MacBrennan's Path to Project 05:39 Rebuilding Prime Brokerage for DeFi8:48 Unified Margin Across DeFi Venues19:59 Automated DeFi Strategies26:57 Risk Management & Asset Onboarding31:51 The Evolution of Automated Strategies35:19 Project 0 Pay Explained46:33 Competing With DeFi Super Apps51:10 What's Next for Project 055:06 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.
Solana’s Block Building Battle: Jito BAM vs. Harmonic Lightspeed 2026-02-19 | 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: twitter.com/LightspeedpodhqFollow Sam: https://x.com/minnusFollow Carlos: https://x.com/0xcarlosgFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction3:42 Lightspeed IR Platform Launch6:40 Block Building on Solana12:28 Jito Bam vs. Harmonic: Architecture Breakdown16:51 MEV, Fees, and Market Structure Impacts34:04 MCP and Solana's Path Forward48:49 What Happened to Jito and Harmonic?55:55 Alpenglow & MCP Timeline59:03 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.
Solana’s Policy Push: Crypto’s New Regulatory Era | Kristin Smith Lightspeed 2026-02-18 | 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: twitter.com/LightspeedpodhqFollow Solana Policy Institute: https://x.com/SolanaInstituteFollow Kristin Smith: https://x.com/KristinSmithFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction3:01 Kristin Smith’s Move to Solana7:57 Crypto’s Regulatory Turning Point14:59 CLARITY Act & Market Structure29:37 Protecting DeFi Developers35:54 Institutional Access to Crypto40:55 The Path to Lasting U.S. Crypto Clarity50:49 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.
Solana’s Changing Market Microstructure Lightspeed 2026-02-13 | 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: twitter.com/LightspeedpodhqFollow Carlos: https://x.com/0xcarlosgFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction4:13 Solana Metrics, Upgrades, and Ecosystem Shifts27:33 Prop AMMs: Volume vs. Profitability36:15 ICO Design & Launchpad Models56:33 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.
Building the Next-Gen Perps Engine on Solana | Tristan Frizza Lightspeed 2026-02-12 | 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: twitter.com/LightspeedpodhqFollow Bullet: https://x.com/bulletxyzFollow Tristan Frizza: https://x.com/Tristan0xFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:41 From Zeta to Bullet11:44 Bullet’s Design Overview20:27 Celestia and ZK Proving Stack27:46 Unlocking the Basis Trade36:41 Bullet’s Target Trading Audience46:47 Mainnet Launch Strategy50:48 Token Migration from Zeta to Bullet52:33 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.
Crypto Stress Test: Fees, Volatility, and Chain Performance Lightspeed 2026-02-05 | 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: twitter.com/LightspeedpodhqFollow Kairos Research: https://x.com/Kairos_ResFollow Ian: https://x.com/Ian_UnsworthFollow Dan Smith: https://x.com/smyyguyFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:30 Market Stress and Onchain Performance19:54 AI Agents and Crypto Rails34:34 Pump.fun: Revenue, Buybacks, and Memecoin Markets42:58 Solana and the Value Capture Debate1:05:04 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.
Building the Onchain Super App | Xiao-Xiao J. Zhu Lightspeed 2026-02-03 | 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: twitter.com/LightspeedpodhqFollow Jupiter: https://x.com/jupiterexchangeFollow Xiao-Xiao: https://x.com/xxjzhuFollow 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: blockworks.co/event/digital-asset-summit-nyc-2026--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:55 Xiao-Xiao’s Background8:57 CeFi to DeFi14:16 Scaling Onchain Finance at Jupiter31:49 Jupiter Mobile Strategy36:16 Cards on Jupiter39:41 What’s Holding Institutions Back?50:45 How Jupiter Defines Success59:40 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.
Are the Trenches Finally Back? Lightspeed 2026-01-29 | 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: twitter.com/LightspeedpodhqFollow Carlos: https://x.com/0xcarlosgFollow 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: blockworks.co/newsletter/--Timestamps:0:00 Introduction2:23 SKR and the Solana Phone25:54 Trenches Revival43:09 Tokenized Stocks on Solana54:56 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.
Listing Assets Everywhere Onchain | Saeed Badreg Lightspeed 2026-01-27 | 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: twitter.com/LightspeedpodhqFollow Wormhole Labs: https://x.com/wormhole_labsFollow Sunrise DeFi: https://x.com/sunrise_defiFollow Saeed Badreg: https://x.com/shadddowfaxFollow 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: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:51 Historical Pain Points9:50 How Sunrise Brings Assets to Solana31:33 Rethinking Token Distribution42:49 Future of Tokenized Markets51:11 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.
Bringing State of the Art Perps to Solana | Jun Bug & kdot Lightspeed 2026-01-22 | 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: twitter.com/LightspeedpodhqFollow BULK: https://x.com/bulktradeFollow kdot: https://x.com/kdotcrypto?lang=enFollow Jun Bug: https://x.com/junbug_solFollow 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: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:04 Why Perps Are So Hard to Build on Solana?16:27 BULK’s Testnet Launch21:36 Incentives, Stickiness, and Long-Term Users25:32 One Exchange, Infinite Market35:38 Network Congestion and Perps on Solana46:34 propAMMs in Perps Trading58:16 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.
How SOAR is Solving Tokens | Tom Curry Lightspeed 2026-01-20 | 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: twitter.com/LightspeedpodhqFollow Soar: https://x.com/LaunchOnSoarFollow Tom Curry: https://x.com/imtomcurryFollow Carlos: https://x.com/0xcarlosgFollow 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: blockworks.co/newsletter/--Timestamps:0:00 Introduction1:25 Why SOAR?4:21 Meme Coins vs Real Value10:04 How SOAR Is Different25:29 Founder Control vs Governance32:25 Ideal Founders for SOAR36:34 Should Launchpads Curate?39:15 What Success Looks Like43:34 Challenges on the Token Side47:01 New Investors and Liquidity51:10 Learning From IPOs54:25 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.
Blockchains Beyond the Public Internet | Austin Federa Lightspeed 2026-01-13 | 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: twitter.com/LightspeedpodhqFollow DoubleZero: https://x.com/doublezeroFollow Austin Federa: https://x.com/Austin_FederaFollow 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: blockworks.co/newsletter/--Timestamps:0:00 Introduction2:16 DoubleZero 2025 Highlights7:23 Beyond the Public Internet22:51 Network Performance24:52 Sablier Ad25:21 Stake Incentivization Program33:51 Validator Incentives40:34 Sablier Ad41:03 Value Flow52:59 Liquid Staking56:12 Future Outlook1:08:29 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.
Do Buybacks Make Sense? | Lucas Bruder Lightspeed 2026-01-08 | 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: twitter.com/LightspeedpodhqFollow Jito Labs: https://x.com/jito_labsFollow Lucas Bruder: https://x.com/buffalu__?lang=enFollow Carlos: https://x.com/0xcarlosgFollow 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: blockworks.co/newsletter/--Timestamps:0:00 Introduction2:21 IBRL Dashboard9:58 Submitting Transactions17:51 Social Shaming Validators20:46 Sablier Ad21:14 Limitations of Cutting Swap Times28:17 Refining the IBRL Dashboard32:05 Sablier Ad32:34 Do Buybacks Actually Work?41:14 Could Jito Adopt Futarchy Based Governance?47:00 The Equity and Token Relationship49:18 Price Discovery and Market Structure55:23 Centralized Exchanges in 202658:11 2026 Predictions1:01:25 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.
Where To Allocate In 2026 | Matty Taylor Lightspeed 2026-01-06 | 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: twitter.com/mattytayFollow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction05:21 The Colosseum Model12:55 Colosseum’s Accelerator Cohort 416:02 Peaq Ad16:28 Sablier Ad16:57 Where To Allocate In 2026?23:51 How To Fix Crypto’s Token Problem38:05 The Best Way To Launch A Token48:06 Peaq Ad48:32 Sablier Ad49:00 Token Buybacks52:05 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.
Whats Next For Solana In 2026? Lightspeed 2026-01-01 | Gm! We're back with Carlos for another weekly roundup. This week we discuss recent SOL ETF inflows, payment for order flow on Solana, why JitoSOL is losing market share, our 2026 predictions & more. Enjoy!--Follow Carlos: https://x.com/0xcarlosgFollow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction01:01 Solana ETF Flows09:32 Peaq Ad09:58 Sablier Ad10:27 Payment For Order Flow On Solana19:20 Axiom’s Revenue Model30:38 Predictions In 202647:31 Peaq Ad47:57 Sablier Ad48:25 Why Is JitoSOL Losing Market Share?--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.
Whats Next For Crypto In 2026 | Kairos Research Lightspeed 2025-12-30 | Gm! We're back with Teddy and Ian at Kairos Research for a discussion on what to expect heading into 2026. We deep dive into the behind the scenes of running a validator, Solana's inflation dynamics, the perps opportunity, are token buybacks actually positive & more. Enjoy!--Follow Ian: https://x.com/Ian_UnsworthFollow Teddy: https://x.com/Teddy_oostFollow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction02:15 Running A Validator14:18 Peaq Ad14:44 Sablier Ad15:12 Solana’s Inflation Rate21:35 Crypto In 202628:23 The Path Forward For Pump Fun35:59 Lighter vs Hyperliquid45:26 Token Buybacks52:32 Peaq Ad52:58 Sablier Ad53:27 The Hyperliquid Stablecoin Strategy57:26 Solana Perps 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.
How To Fix Cryptos Token Dilemma Lightspeed 2025-12-26 | Gm! We're back with Dan & Carlos for our final roundup of the year. We deep dive into the current DEX landscape, crypto's token vs equity dilemma, prop AMMs, onchain equities & more. Enjoy! --Follow Dan: https://x.com/smyyguyFollow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction01:02 The State of Prop AMMs11:55 Peaq Ad12:21 Sablier Ad12:50 How To Build A Moat In Crypto?22:56 Crypto’s Token Dilemma44:36 Peaq Ad45:03 Sablier Ad45:31 Onchain Equities--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.
How Kamino Became Solanas Largest Lending Protocol | Marius Ciubotariu Lightspeed 2025-12-23 | Gm! We're back with Marius Ciubotariu to discuss the recent Kamino product launches as we head into 2026. We deep dive into the DeFi lending flywheel, how Kamino became Solana's largest borrow/lend protocol, growth in 2026 & more. Enjoy! --Follow Marius: https://x.com/y2kappaFollow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction03:46 Becoming Solana’s Largest Borrow/Lend Protocol09:07 Assets on Kamino14:24 Peaq Ad14:50 Sablier Ad15:18 Kamino’s New Product Launches32:21 Kamino Private Credit37:56 Peaq Ad38:21 Sablier Ad38:50 Prop AMMs40:12 Builder Kits42:14 Kamino’s Growth in 202650:22 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Solanas Biggest Opportunity In 2026 | Dan Smith Lightspeed 2025-12-18 | 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/smyyguyFollow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction02:22 The Lightspeed Investor Platform09:59 Peaq Ad10:25 Sablier Ad10:54 Takeaways From Breakpoint19:20 Can Solana Become The Everything Chain?28:57 Token Value & Acquiring40:37 Peaq Ad41:02 Sablier Ad41:31 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.
How Hylo Is Accelerating Solana DeFi In 2026 | Plish Lightspeed 2025-12-16 | 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/0xPlishFollow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction03:38 The Hylo Origin Story10:58 Peaq Ad11:24 Sablier Ad11:52 Risk Management During Market Sell Off’s16:23 Hylo’s Go To Market Strategy22:39 Hylo’s Points System32:16 Hylo’s Roadmap In 202642:46 SOL’s Inflation Rate43:12 Peaq Ad43:40 Sablier Ad46:41 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.
Solanas Onchain Nasdaq Thesis | Carlos Gonzalez Campo Lightspeed 2025-12-11 | 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/0xcarlosgFollow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction02:46 State of The Solana Network10:20 Solana’s Inflation Proposal19:39 Peaq Ad20:05 Sablier Ad20:34 Jupiter’s DeFi SuperApp Vision34:18 Pump Fun Revenues42:04 Peaq Ad42:30 Sablier Ad42:58 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.
How MetaDAO Became Solanas Breakout Token Launchpad | Kollan House Lightspeed 2025-12-09 | Gm! We're back with Kollan House 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: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction02:28 The Futararchy Thesis10:48 Peaq Ad11:14 Sablier Ad11:42 How To Improve The ICO Process25:53 Working With Existing Projects40:43 Peaq Ad41:09 Sablier Ad41:32 Token Buybacks49:41 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.
Solanas Next Big Catalyst In 2026 Lightspeed 2025-12-04 | 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/ryanconnorFollow Carlos: https://x.com/0xcarlosgFollow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction01:25 The State of Solana Today06:58 The Rise of Prop AMMs10:38 HumidiFi’s Token Launch14:42 Peaq Ad15:08 Sablier Ad15:36 MetaDAO24:49 The Internet Capital Markets Vision31:06 The Opportunity For xStocks35:12 Peaq Ad35:38 Sablier Ad36:06 Prediction Markets46:02 Perps On Solana48:53 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.
How HumidiFi Became Solanas Largest Prop AMM Lightspeed 2025-12-03 | 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, llaunching their token, the aftermath of 10/10 and more. Enjoy! --Follow Danny: https://x.com/defi_kay_Follow Lightspeed: twitter.com/LightspeedpodhqJoin the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--00:00 Introduction 03:18 What Are Prop AMMs?07:24 The Monad ICO10:00 Capital Efficiency & Profitability 17:35 Is Price Discovery Moving Onchain? 27:15 The Aftermath Of 10/1032:40 Trading On SOL vs Other L1s40:13 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.
The Jito Endgame with Lucas Bruder Lightspeed 2025-12-02 | 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: twitter.com/LightspeedpodhqJoin 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: blockworks.co/newsletter/--00:00 Introduction04:03 What Is BAM?07:56 Solana’s Sandwiching Problem15:40 Peaq Ad16:06 Sablier Ad16:34 Jito’s Biggest Opportunity22:35 How To Onboard Stake31:58 TEEs41:15 Peaq Ad41:41 Sablier Ad42:10 The Internet Capital Markets Vision46:02 Prop AMMs48:10 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.
The End Game For MegaETH | Lei Yang & Namik Muduroglu Lightspeed 2025-10-28 | 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/yangl1996Follow Namik: https://x.com/NamikMudurogluFollow Jack: https://x.com/whosknaveFollow Lightspeed: twitter.com/LightspeedpodhqSubscribe to the Lightspeed Newsletter: blockworks.co/newsletter/lightspeedJoin 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: blockworks.co/newsletter/--00:00 Introduction01:38 Building A Performant L213:41 Peaq Ad14:13 MegaETH’s ICO26:51 The MegaETH End Game36:43 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.
Live Weekly Roundup With Kevin Ricoy Lightspeed 2025-10-24 | Gm! This week Kevin Ricoy (Kyzer) joins the show to discuss the latest happening in crypto this week. Enjoy!--Follow Kevin: https://x.com/KyzerFollow Jack: https://x.com/whosknaveFollow Lightspeed: twitter.com/LightspeedpodhqSubscribe to the Lightspeed Newsletter: blockworks.co/newsletter/lightspeedJoin the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--00:00 Introduction03:56 Worst Tweets of The Week13:31 Our Best Trades22:23 ETH Devs Are Underpaid38:37 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.
Everything You Need To Know About Meteoras Token Launch | Soju & Zen Lightspeed 2025-10-21 | 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/0xSojuFollow Zen: https://x.com/realdezenFollow Jack: https://x.com/whosknaveFollow Lightspeed: twitter.com/LightspeedpodhqSubscribe to the Lightspeed Newsletter: blockworks.co/newsletter/lightspeedJoin the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/--00:00 Introduction02:14 What Is Meteora?10:57 Meteora’s Growth Story18:11 The LIBRA Fallout20:26 Meteora’s Next Chapter23:17 Meteora’s Token Launch41:54 The Future of Solana DeFi51:52 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.
Solana Foundation: The Future of DePIN On Solana | Amira Valliani Lightspeed 2025-10-17 | 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/amiravallianiFollow Jack: https://x.com/whosknaveFollow Lightspeed: twitter.com/LightspeedpodhqSubscribe to the Lightspeed Newsletter: blockworks.co/newsletter/lightspeedJoin 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: blockworks.co/newsletter/--00:00 Introduction06:59 Solana DePIN Ecosystem09:18 Katana Ad10:20 Solana’s DePIN Future17:32 Who Will Be The Biggest Winners?25:43 The Problem With Venture Capital31:54 Katana Ad32:57 The AI Energy Opportunity41:13 Working With DePIN Startups45:09 Robotics58:06 The State of Crypto Policy01:01:32 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.
The Future of Staking On Solana | Michael Repetný Lightspeed 2025-10-14 | 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/repetnyFollow Jack: https://x.com/whosknaveFollow Lightspeed: twitter.com/LightspeedpodhqSubscribe to the Lightspeed Newsletter: blockworks.co/newsletter/lightspeedJoin 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: 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: blockworks.co/newsletter/--00:00 Introduction01:20 The Marinade Origin Story09:00 The Solana Startup Incubator11:17 Katana Ad12:18 Staking With Marinade19:53 Why Liquid Staking Makes Sense24:39 Sandwich Attacks35:49 Katana Ad36:52 Working With ETF Issuers47:04 Solana DAT Staking55:56 MNDE & Token Buybacks01:00:47 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.
Why This Early Solana Investor Is Still All In | Viktor Fischer Lightspeed 2025-10-10 | 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/viktorfischerFollow Jack: https://x.com/whosknaveFollow Lightspeed: twitter.com/LightspeedpodhqSubscribe to the Lightspeed Newsletter: blockworks.co/newsletter/lightspeedJoin 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: 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: blockworks.co/newsletter/--Timestamps:00:00 Introduction03:05 The Solana Origin Story11:33 Katana Ad12:35 The L1 Debate Is Over17:06 RockawayX’s Updated Solana Thesis27:59 What’s The Endgame For Solana?31:17 Katana Ad32:20 Tokenization & Bringing Assets Onchain43:17 Crypto Treasury Vehicles, mNAVs & Solana DeFi50:54 DoubleZero01:01:00 Frankendancer01:02:21 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.
