Gm! This week Michael Repetný joins the show to discuss the future of staking on Solana. We deep dive into the Marinade origin story, liquid staking, working with ETF issuers, Solana DATs & more. Enjoy!

--

Follow Michael: https://x.com/repetny

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:20) The Marinade Origin Story

(09:00) The Solana Startup Incubator

(11:17) Katana Ad

(12:18) Staking With Marinade

(19:53) Why Liquid Staking Makes Sense

(24:39) Sandwich Attacks

(35:49) Katana Ad

(36:52) Working With ETF Issuers

(47:04) Solana DAT Staking

(55:56) MNDE & Token Buybacks

(01:00:47) What’s Next For Solana Staking?

--

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Viktor Fischer joins the show to discuss his journey to investing in Solana in the early days to today. We deep dive into what gave Viktor conviction to buy Solana in 2018, how the thesis has evolved ever since, DoubeZero, crypto treasury vehicles, Solana DeFi & more. Enjoy!

--

Follow Viktor: https://x.com/viktorfischer

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(03:05) The Solana Origin Story

(11:33) Katana Ad

(12:35) The L1 Debate Is Over

(17:06) RockawayX’s Updated Solana Thesis

(27:59) What’s The Endgame For Solana?

(31:17) Katana Ad

(32:20) Tokenization & Bringing Assets Onchain

(43:17) Crypto Treasury Vehicles, mNAVs & Solana DeFi

(50:54) DoubleZero

(01:00:37) Frankendancer

(01:01:58) Pump Fun

--

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Michael Marcantonio joins the show to discuss the future of Solana & DeFi. We deep dive into Michael's thesis for internet capital markets, Solana's decentralized Nasdaq end state, the role of DATs in DeFi, the Galaxy business model & more. Enjoy!
--
Follow Michael: https://x.com/marcryptonio
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx
--
Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london
--
Katana directs chain revenue back to DeFi users for consistently higher yields.
It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(1:59) The Ultimate Solana Thesis
(5:27) DeFi At Galaxy
(7:21) Solana's Decentralized Nasdaq Thesis
(12:32) Katana Ad
(13:35) Forward Industries & Solana DATs
(34:22) Integrating DeFi With Solana DATs
(42:18) Internet Capital Markets
(52:51) Katana Ad
(53:54) The Rise of Prop AMMs
(1:04:33) The Galaxy Business Model & Launching GalaxyOne
(1:12:11) L1s, L2s & Scalability
(1:27:40) What Does Solana Need To Improve?
--
Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Henri Stern joins the show to discuss why Stripe acquired the wallet infrastructure company Privy. We deep dive into Stripe's crypto strategy, crypto payments, Henri's Solana thesis, what does crypto need to improve & more. Enjoy!

--

Follow Henri: https://x.com/henri_stern

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(03:03) Why Did Stripe Acquire Privy?

(11:22) Katana Ad

(12:24) Behind Stripe’s Crypto Strategy

(19:07) Are Crypto Payment Rails Actually Better?

(25:55) The Solana Thesis

(38:08) Katana Ad

(39:11) The Business Behind Crypto Wallets

(47:38) What Does Crypto Need To Improve?

(57:36) Agentic Payments

--

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Robin A. Nordnes joins the show to discuss Raiku's most recent $13.5m raise. We deep dive into what is Raiku, transaction landing on Solana, why Robin moved from the Ethereum ecosystem to Solana & more. Enjoy!

--

Follow Robin: https://x.com/degenroot

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(05:34) Moving From Ethereum To Solana

(13:00) Katana Ad

(14:03) What Is Raiku?

(18:20) How Are Pre Confirmations Decided?

(24:05) Validator Economic Incentives

(28:34) Validator Revenue

(36:17) Will Raiku Launch A Token?

(37:52) Katana Ad

(38:55) Transaction Landing On Solana

(46:38) Local Fee Markets

--

Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Ian Unsworth joins the show for a roundup of the latest Solana news. We deep dive into crypto's bullish catalysts in 2025/26, the state of markets, what's next for Frankendancer, stablecoins on Solana & more. Enjoy!

--

Follow Ian: https://x.com/Ian_Unsworth

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(06:05) Solana’s Largest Treasury Company: Forward Industries

(15:20) Katana Ad

(16:22) Is There Another Bull Catalyst For Crypto?

(24:01) Stablecoins On Solana

(30:42) Katana Ad

(31:45) What Is Fogo?

(42:10) Pump Fun

(53:19) Frankendancer

(57:34) Jito Token Value Accrual

--

Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Cosmo Jiang joins the show to discuss Pantera's latest Solana treasury company, Helius. We deep dive into why Pantera is so bullish on Solana—with over $1 billion in disclosed SOL holdings—how to structure a DAT deal, what’s next for Helius, and more. Enjoy!

--

Follow Cosmo: https://x.com/cosmo_jiang

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--(00:00) Introduction

(06:49) Katana Ad

(07:51) Why Pantera Launched Helius

(21:09) Why Should DATs Trade At A Premium To NAV?

(29:02) Katana Ad

(30:04) The Helius Acquisition Strategy

(32:09) The Role Of DATs On Crypto Foundations

(39:02) What’s Next For Helius?

(43:38) Structuring DAT Deals

(48:07) Final Thoughts

--

Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Chris Chung joins the show to discuss Titan's recent $7m seed round. We deep dive into what's next for Titan, building on Solana, the future of onchain capital markets, the state of DEX aggregators on Solana & more. Enjoy!

--

Fowllow Chris: https://x.com/realRockyChung

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(02:26) What Is Titan?

(04:58) How To Get The Best Price For Users?

(09:49) The Titan Origin Story

(12:10) Katana Ad

(13:12) Onchain Capital Markets Built On Solana

(15:22) The Titan Business Model

(19:43) The State Of DEX Aggregators On Solana

(26:44) The Ultimate Vision For Titan

(28:27) Katana Ad

(29:30) The Rise Of Prop AMMs

(40:04) The Impact Of Alpenglow

(43:14) The Future Of Internet Capital Markets

--

Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week Tuomas Holmberg joins the show to discuss the future of onchain collectibles. We deep dive into what is Collector Crypt, finding product market fit, building on Solana, integrating with DeFi, the future of onchain marketplaces & more. Enjoy!

--

Follow Tuom: https://x.com/TuomHolmberg

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.

--

Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:43) What Is Collector Crypt?

(13:25) Katana Ad

(14:27) Finding PMF & Building On Solana

(21:24) Integrating With DeFi

(25:00) Creating Accurate Pricing Data

(28:30) Katana Ad

(29:32) Collector Crypt’s Gacha Machine

(42:17) Airdrops

(54:31) Will Collector Crypt Roll Out Livestreaming?

--

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week FP Lee joins the show to discuss the next chapter of Sanctum. We deep dive into the future of liquid staking on Solana, LST market share, how does Sanctum generate revenue, the impact of DATs in DeFi & more. Enjoy!
--
Follow FP: https://x.com/soleconomist
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx
--
Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for 100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london
--
Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.
The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.
--
Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking.
Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(03:32) The Sanctum Business Model

(07:22) LST Market Dominance

(11:23) Katana Ad

(12:16) Eigenlayer Ad

(13:15) Sanctum: The Clearing House For Staked SOL

(16:29) Sanctum’s Thesis On LSTs

(19:49) Execution Risk

(23:32) The Future Of Liquid Staking On Solana

(29:32) The Role Of Jito

(33:02) Katana Ad

(33:54) Eigenlayer Ad

(34:55) A New Era For Sanctum

(38:35) How Does Sanctum Generate Revenue?

(41:27) Are DATs A New Catalyst For DeFi?

(44:35) Futarchy

(50:45) Crypto’s Token Incentives

(53:47) Final Thoughts

--

Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Jack, and our guests may hold positions in the companies, funds, or projects discussed.