Gm! This week we're joined by Austin Federa to discuss the latest happening with Solana & DoubleZero. We deep dive into the importance of speed for capital markets, the rise of alt L1s, how to remain competitive as a blockchain & more. Enjoy!
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Follow Austin: https://x.com/Austin_Federa
Follow Jack: https://x.com/whosknave
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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
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Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.
The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.
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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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(00:00) Introduction
(01:23) An Update On DoubleZero
(09:00) Zenrock Ad
(19:25) The Rise Of Alt L1s
(24:51) Firedancer
(27:10) Zenrock Ad
(27:54) How To Remain Competitive?
(31:50) Hyperliquid
(33:56) Does Decentralization Actually Matter?
(37:48) Tokenization
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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 weekly roundup. We deep dive into what's happening with Zora, crypto's transparency problem, bot sniping on pump.fun, the Microstrategy playbook on Solana & more. Enjoy!
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Follow Mert: https://x.com/0xMert_
Follow Dan: https://x.com/smyyguy
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER device now and build confidently, knowing your SOL are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
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(00:00) Introduction
(00:27) What’s Going On With Zora?
(10:31) Ledger Ad
(11:17) SocialFi In Crypto
(17:40) Unpacking The Zora Airdrop
(21:47) Crypto’s Transparency Problem
(24:22) Zora Data Dive
(26:48) Ledger Ad
(27:35) Bot Sniping & Pump.Fun Revenue
(36:55) The Microstrategy Of Solana Playbook
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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 Miller Whitehouse-Levine to discuss the launch of the Solana Policy Institute. We deep dive into the state of crypto policy in Washington, what a Trump presidency means for the future of crypto, the STABLE act & what the industry should focus on from a policy standpoint. Enjoy!
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Follow Miller: https://x.com/millercwl
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.
The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.
--
Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:18) Founding The Solana Policy Institute
(11:04) Zenrock Ad
(11:48) The State Of Crypto Policy In DC
(17:51) A New Era Of Crypto Policy
(22:44) How To Avoid Regulatory Capture
(28:31) Trump’s Impact On Crypto
(32:52) ZenRock Ad
(33:35) The STABLE Act
(42:34) Are Tokens Securities?
(50:58) The Crypto Task Force
(52:36) What’s Next For Crypto Policy In 2025?
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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 Matty Taylor to discuss the Colosseum playbook. We deep dive into what founders are building, the rise of vibe coding, finding product market fit & more. Enjoy!
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Follow Matty: https://x.com/mattytay
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER device now and build confidently, knowing your SOL are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
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(00:00) Introduction
(02:22) The Colosseum Playbook
(06:45) Accelerating Solana’s Founder Ecosystem
(10:38) Ledger Ad
(11:24) MetaDAOs Futarchy Launchpad
(14:38) Vibe Coding
(18:53) Is The Crypto & AI Meta Dead?
(22:33) Memcoins
(25:15) Advice For Founders
(30:24) What’s Next For Ore?
(35:33) Is Jack Dorsey Satoshi?
(37:31) Ledger Ad
(38:16) Bitcoin Will Hit $1 Million
(42:49) Finding Product Market Fit
(48:08) The Colosseum Hackathon
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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 Michael Sonnenshein to discuss the future of tokenization. We deep dive into the launch of BUIDL: crypto's largest tokenized fund, institutional demand to build on Solana, Ripple's $1.25b acquisition & more. Enjoy!
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Michael: https://x.com/Sonnenshein
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.
The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.
--
Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(04:02) Launching The BUIDL Fund
(06:29) Working With Ethena
(09:49) Zenrock Ad
(10:32) Tokenization
(16:27) Institutional Demand To Build On Solana
(19:22) DeFi’s Breakout Moment
(23:48) Crypto Payments
(26:47) Should We Tokenize Everything?
(30:17) Zen Rock Ad
(31:01) Ripple’s $1.25b Hidden Road Acquisition
(32:50) Final Thoughts
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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.
(00:00) Introduction
(01:04) Finance = Meme Coins With Suits
(07:51) 2025: Solana’s Biggest Year
(14:34) Ledger Ad
(17:23) The Microstrategy Of Solana Impact
(25:12) Crypto’s Narrative Problem
(29:00) How To Best Execute In Crypto
(31:30) Ledger Ad
(32:19) Do Stablecoins Need Their Own Chains?
(41:01) Circle’s S-1 & Stablecoin Business Models
Gm! This week we're joined by Carlos Gonzalez Campo to reflect on the Solana network in March. We deep dive into the state of markets, why Solana is selling off, app vs protocol revenue, REV, stablecoin growth & more. Enjoy!
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Follow Carlos: https://x.com/0xcarlosg
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.
The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.
--
Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(00:51) State Of The Market
(02:54) Why Is SOL Nuking?
(06:05) Transactions On Solana
(09:50) ZenRock Ad
(10:34) REV On Solana
(13:54) App vs Protocol Revenue
(25:08) ZenRock Ad
(25:52) Toxic Order Flow On Solana
(31:52) Stablecoin Growth On 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're back with another weekly roundup episode to discuss the launch of PumpSwap & the data around meme coins on Solana. We deep dive into are meme coins really dead, Tron flips Solana in REV, the STABLE act draft & more. Enjoy!
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Follow Dan: https://x.com/smyyguy
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:03) The Launch Of PumpSwap
(12:18) SocialFi
(20:05) Are Meme Coins Dead?
(21:36) Tron Flips Solana In REV
(27:15) The STABLE Act Draft
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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 Shayon Sengupta joins the show to discuss a recent research report published by Multicoin Capital on Jito. We deep dive into the Jito thesis, token buybacks, why MEV drives L1 value accrual & more. Enjoy!
Link to the Jito (JTO) Asset Report: https://x.com/shayonsengupta/status/1896994763842445423
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Follow Shayon: https://x.com/shayonsengupta
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 Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx
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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:11) The Jito Thesis
(07:01) Token Buybacks
(14:17) Token Value Accrual
(21:38) Jito’s Impact On Solana
(37:07) Firedancer
(42:16) Jito Restaking
(47:11) Why MEV Drives L1 Value
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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 have an episode with Leah Wald live from DAS NY 2025. We deep dive into the launch of Solana ETFs in 2025, the SOL Strategies playbook, Leah's current crypto thesis & more. Enjoy!
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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
Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx
--
Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(00:22) Launch Of The Solana Futures ETF
(05:54) Are Institutions Bullish?
(08:41) Solana’s Ultimate Vision
(11:08) The Laine Acquisition Playbook
(13:04) Is SOL Strategies The Microstrategy Of Solana?
(16:06) The Solana Thesis
(19:10) Final Thoughts
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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.