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Gm! This week we're joined by Ryan Connor to discuss the launch of the Believe app. We deep dive into is Believe a new model for VC, the memeification of capital markets, finding product market fit, Pump's sniping problem & more. Enjoy!
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Follow Ryan: https://x.com/_ryanrconnor
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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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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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
(00:47) Solana’s Latest Launchpad
(04:25) A New Model For Venture Capital?
(14:39) Ledger Ad
(15:25) The Memeification Of Capital Markets
(17:38) Does The Zora Model Make Sense?
(20:33) Regulatory Arbitrage
(30:46) Does Believe Have PMF?
(32:15) Ledger Ad
(33:01) Pump.fun’s Sniping Problem
(37:47) 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.
Gm! This week we're joined by Dan Kang to discuss DeFi Dev Corp & it's Solana playbook. We deep dive into the Solana treasury company strategy, why do treasury companies trade at a premium to NAV, the volatility flywheel, Dan's long term Solana thesis & more. Enjoy!
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Follow Dan: https://x.com/CryptoIRGuy
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/
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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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(00:00) Introduction
(02:37) The Solana Treasury Company Playbook
(05:18) Why Do Crypto Treasury Companies Trade At A Premium To NAV?
(10:43) Zenrock Ad
(11:33) The Volatility Flywheel
(18:56) Increasing SOL Per Share
(25:07) Why Narrative Matters?
(29:04) Why DeFi Dev Corp Is Focused On Solana
(38:26) Zenrock Ad
(39:16) The Long Term Solana Thesis
(42:32) Meme Coins
(48:39) Acquiring Solana Validators
(51:33) Why Are Treasury Companies Different Than ETFs?
(57:31) How Does This Strategy Scale?
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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.
