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Gm! This week we're joined by Ali Yahya to discuss the state of crypto in 2025. We deep dive into crypto venture in 2025, the Solana thesis, stablecoins, funding apps vs infra & more. Enjoy!
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Follow Ali: https://x.com/alive_eth
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
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Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
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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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(00:00) Introduction
(06:44) a16z’s Crypto Thesis
(14:23) Katana Ad
(15:23) The State Of Crypto VC
(20:20) Investing On Short vs Long Term Timeframes
(27:55) The Solana Thesis
(32:03) Katana Ad
(33:02) Stablecoins
(39:20) Worldcoin
(44:33) Investing In Apps vs Infra
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isclaimers: 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 Eugene Chen to discuss how to improve Solana's market structure. We deep dive into what Eugene is building with Atlas, Phoenix & SolFi, how to improve market making in crypto, MEV on Solana, how to build a great product & more. Enjoy!
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Follow Eugene: https://x.com/0xShitTrader
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
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
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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.
SOL lovers, grab your Ledger Flex Solana Edition now at:
https://ecommerce-shop-frontend.stg.ldg-tech.com/products/ledger-flex-solana-edition-sol-eligibility
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(00:00) Introduction
(03:24) What Is Atlas?
(06:39) Multiple Concurrent Leaders
(09:21) How To Improve Market Making In Crypto
(13:58) Katana Ad
(14:50) Ledger Ad
(15:20) How To Optimize Phoenix?
(23:00) Does Decentralization Matter?
(27:36) MEV On Solana
(28:29) Katana Ad
(28:59) Ledger Ad
(34:58) How To Build A Great Product In Crypto
(39:06) SolFi: Solana’s Premier Liquidity Source
(44:05) Improving Solana’s Market Structure
(47:39) Sandwiching On Solana
(52:17) 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.
