Gm! This week, Joe McCann joins the show to deep dive into his Solana thesis. We discuss whether Solana is still positioned to outperform even after the huge run up in 2024, the election impact on crypto markets, the bullish macro backdrop for risk assets, crypto venture, memes & more. Enjoy!
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Follow Joe: https://x.com/joemccann
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(00:51) The Solana Thesis
(09:09) SOL/ETH Ratio
(12:22) Chain Performance
(17:26) Who's Buying SOL?
(20:16) The Election Impact
(26:46) Trading The Election
(34:18) Meme Coins
(44:37) Solana's Biggest Risk
(48:13) Crypto Venture
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! This week, we're back with another roundup. We discuss Solana's on chain boom, why economic value reached a new all time high, Stripe's recent acquisition of Bridge & much more. Enjoy!
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Follow Mert: https://x.com/0xMert_
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/
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DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.
With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!
Start farming on Sei today by visiting https://dragonswap.app/
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:29) Solana's On Chain Boom
(10:17) Solana's Breaking Point
(14:21) Firedancer
(18:47) Sei Ad
(19:13) Solana's Economic Value
(22:37) Memecoins & Fee Markets
(31:35) Meme's
(35:31) Stripe Acquires Bridge
(40:35) Crypto M&A, IPOs & Regulation
(45:07) Crypto Mobile Apps
(56:11) SocialFi
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! This week, we’re joined by Daniel Lev from Coinflow! We discussed Stripe’s acquisition of Bridge, challenges faced by crypto payments businesses, and TradFi’s adoption of stablecoins. Additionally, we unpacked the impact of US regulations on the stablecoin sector, and the fees associated with on and off-ramps in crypto. Finally, we covered interesting use cases Coinflow is enabling today. Enjoy!
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Follow Coinflow: https://x.com/CoinflowLabs
Follow Daniel: https://x.com/SirDigitalDan
Follow Mert: https://x.com/0xMert_
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/
--
DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.
With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!
Start farming on Sei today by visiting https://dragonswap.app/
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:45) Stripe Acquires Bridge
(07:03) Challenges Faced By Payments Businesses
(10:46) The Problems With ACH
(14:07) TradFi Adoption of Stablecoins
(26:58) Sei Ad
(27:25) How Cypherpunk Are Stablecoins?
(30:49) Struggling With US Regulations
(41:06) Fees Associated With Crypto Ramp Providers
(45:53) Daniel's Journey Before Coinflow
(50:28) Gaining Solana Labs as a Client
(52:04) Mobile Integrations
(55:10) What Is Coinflow Enabling Today?
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! this week, Emmett Hollyer joins the show to discuss the next chapter of Solana Mobile ahead of their latest phone release in 2025. We reflect on why the Solana Saga was successful, how to create a great product, crypto UX & how crypto can break the mobile duopoly. Enjoy!
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Follow Emmett: https://x.com/m_it
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
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Timestamps:
(00:00) Introduction
(01:47) Solana Mobile
(06:38) Building A Crypto First Phone
(08:27) Solana Seeker
(11:17) Solana Saga
(16:09) Marques Brownlee's Saga Phone Reaction
(17:53) The Saga Phone Breakout Moment
(20:12) Solana Mobile's Adoption Flywheel
(24:44) Breaking Up The Mobile Duopoly
(30:28) Super Apps vs Decentralization
(34:56) Crypto Apps
(40:11) Crypto UX
(41:51) The Next Chapter For Mobile
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! this week, we're live at Permissionless with a discussion on crypto's creator economy. We deep dive into capturing attention in crypto, building DRiP, why build on Solana, NFTs, meme coins & more. Enjoy!
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Follow Vibhu: https://x.com/vibhu
Follow Steve: https://x.com/solanasteve_
Follow Jake: https://x.com/SolJakey
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.
With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!
Start farming on Sei today by visiting https://dragonswap.app/
--
(00:00) Introduction
(01:22) Crypto's Creator Economy
(07:14) Capturing Attention In Crypto
(13:27) Content On DRiP
(17:24) Why Build On Solana?
(17:50) Sei Ad
(25:57) Investments vs Commerce In Crypto
(29:28) Building A Media Company In Crypto
(31:22) NFTs
(42:21) Will DRiP Ever Launch A Token?
(45:38) Meme Coins
--
Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! this week, we're live from Permissionless with Tristan Frizza & Jayant Krishnamurthy. We discuss the current & future state of DeFi on Solana, the rise of alt L1s, the next evolution of DeFi & what Solana can improve on in the future. Enjoy!
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Follow Tristan: https://x.com/Tristan0x
Follow Jayant: https://x.com/jayantkrish
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
(00:00) Introduction
(01:24) Bringing Trading On Chain
(04:41) Solana L2s
(06:26) Solving Crypto's Oracle Problem
(10:46) The State Of DeFi On Solana
(16:17) The Next Evolution Of DeFi
(21:17) The Rise Of Alt L1s
(30:59) What Solana Can Improve On
--
Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! this week, Leah Wald joins the show to discuss what led Cypherpunk Holdings to go all in on Solana. We deep dive into the Solana ETF outlook, investing in the ecosystem, the role of staking, TradFi demand for Solana & much more!
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Follow Leah: https://x.com/LeahWald
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Timestamps:
(00:00) Introduction
(02:25) Going All In On Solana
(09:14) Investing In The Solana Ecosystem
(16:01) Solana ETF
(23:50) Staking
(30:45) TradFi Demand For Solana
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! this week, we begin by discussing Snowden's recent comments that Solana is centralized. We then deep dive into Mert's biggest takeaways from recent conferences, the impact of Firedancer, reasons to be bullish DePin & more. Enjoy!
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Follow Mert: https://x.com/0xMert_
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.
With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!
Start farming on Sei today by visiting https://dragonswap.app/
--
(00:00) Introduction
(03:28) Is Solana Centralized?
(18:02) Defining Success In Crypto
(23:49) Sei Ad
(24:15) Firedancer
(32:50) Solana TPS & Block Demand
(39:37) The Firedancer Impact
(44:49) Crypto's KOLs
(53:09) Crypto Conferences
(56:19) Bullish DePin
--
Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! This week Arnold Lee joins the show to discuss how Sphere is accelerating global payments for fintech companies by leveraging Spherenet built on the SVM. We deep dive into what is Spherenet, the problem with global payments, permissioned vs permissionless systems & more. Enjoy!
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Follow Arnold: https://x.com/0xdirichlet
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/
--
DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.
With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!
Start farming on Sei today by visiting https://dragonswap.app/
--
(00:00) Introduction
(02:58) What Is Spherenet?
(10:26) The Spherenet Roadmap
(14:55) Sei Protocol Ad
(15:22) Permissioned vs Permissionless Chains
(25:18) The Future Of Crypto
(33:03) Crypto Payments
(48:14) Working With Iggy Azalea
--
Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! In this episode, Sean Carey, Partner at Borderless Capital, joined us to discuss all things DePIN! We dove into DePIN selling points, the sustainability of DePIN projects, and what infrastructure makes the most sense for DePIN. Additionally, we spoke about why crypto and DePIN work so well together. Finally, we closed the episode by discussing Solana’s impact on the future of DePIN networks. Enjoy!
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Follow Borderless Capital: https://x.com/borderless_cap
Follow Sean: https://x.com/densone
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/
--
DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.
With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!
Start farming on Sei today by visiting https://dragonswap.app/
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(04:53) Borderless Capital's DePIN Fund
(11:59) DePIN Selling Points to LPs
(28:09) Sei Ad
(28:36) How Many DePIN Projects Are Sustainable?
(35:02) What Infrastructure Makes the Most Sense For DePIN?
(43:21) DePIN Needs Crypto
(58:33) Solana's Impact on DePIN
(1:03:01) Optimizing L1s For DePIN
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.