Gm! This week we're joined by Geoff Kendrick to discuss the investment thesis for Solana. We deep dive into the bull vs bear case for SOL, how to value L1s, Geoff's crypto outlook (BTC, ETH & SOL), how institutions view Solana & more. Enjoy!
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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.
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(00:00) Introduction

(03:52) The Bull vs Bear Case For Solana

(07:43) Meme Coin Trading On Solana

(12:44) Ledger Ad

(13:37) The Investment Thesis For Solana

(17:51) How To Value L1s?

(29:02) Ledger Ad

(29:48) The Outlook For BTC, ETH & SOL

(40:12) How Do Institutions View Crypto?

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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.