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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(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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(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.

Gm! This week we have an episode with Matthew Sigel live from DAS NY 2025. We deep dive into crypto's vibe shift, what's happening in markets, will we see a Solana ETF in 2025 & more. Enjoy!

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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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(00:00) Introduction

(00:46) Crypto’s Vibe Shift

(03:57) Will We See A Solana ETF In 2025?

(10:28) What’s Happening In Markets?

(14:44) Is Solana’s Inflation Too High?

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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 Anatoly Yakovenko & Kyle Samani recorded live at DAS NY. We discuss the current state of Solana & what to expect in 2025, how to bring assets onchain, Firedancer, the bull case for DePIN & more. Enjoy!

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Follow Anatoly: https://x.com/aeyakovenko

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Grab your tickets to Permissionless IV. For the developers and the builders: https://blockworks.co/event/permissionless-iv

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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.

--

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

(00:48) The Solana Thesis

(02:33) Internet Capital Markets

(05:40) Bringing Assets Onchain

(08:05) Ledger Ad

(08:55) How To Reduce Latency

(15:52) Firedancer

(19:22) The Solana ETF Impact

(27:34) Ledger Ad

(28:25) The Growth Of Stablecoins

(33:51) The Bull Case For DePIN

(35:39) Solana’s Meme Coin Boom

(39:55) 5 Years Of Solana, Whats Next?

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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 Yannik Schrade joins the show to discuss why privacy still matters in crypto .We deep dive into the Arcium origin story, why privacy matters, what are dark pools, how to reduce latency & much more. Enjoy!

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Grab your tickets to Permissionless IV. For the developers and the builders: 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

(00:48) The Arcium Origin Story

(05:11) Privacy On Solana

(07:49) Privacy 2.0

(20:02) How To Reduce Latency

(25:10) How Do Dark Pools Work?

(28:11) What Is Arcium?

(32:25) How Do Transactions On Arcium Work?

(38:48) Privacy Use Cases

(43:13) Arcium’s Token Launch

(47:05) Why Privacy Matters

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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 Ryan Connor joins the show to discuss the current state of crypto & what's next for Solana. We deep dive into are meme coins really dead, the rise of DEX volume, how to value tokens & more. Enjoy!

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Follow Ryan: https://x.com/_ryanrconnor

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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. For the developers and the builders: https://blockworks.co/event/permissionless-iv

--

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.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:12) Meme Coins On Solana

(05:27) The Rise Of DEX Volume

(09:31) Ledger Ad

(10:16) Jito’s Flywheel Effect

(13:20) Stablecoins

(18:02) How To Value Tokens?

(22:00) Ledger Ad

(22:48) Narratives In 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.

Gm! This week we're back with another weekly roundup to discuss why SIMD 228 didn't pass. We deep dive into Solana's governance problem, L1 vs L2 value accrual, Ethereum's scalability challenges, Solana's ultimate vision & more. Enjoy!

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Follow Mert: https://x.com/0xMert_

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(00:00) Introduction

(01:22) Why SIMD 228 Didn’t Pass

(10:00) Validator Voting On SIMD 228

(10:31) Crypto Tax Calculator Ad

(21:01) Solana Governance

(22:30) Should Solana End Its Delegation Program?

(29:11) Crypto Tax Calculator Ad

(30:45) Solana’s Inflation Problem

(31:17) L1 vs L2 Value Accrual

(39:47) Ethereum Scalability

(42:22) Solana’s Ultimate Vision

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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 Cindy Leow & Chris Heaney to discuss Swift, the most recent liquidty upgrade to Drift. We deep dive into how Swift will improve onchain execution, competing with CEXs, how to accelerate Solana DeFi, whats next for Drift & much more. Enjoy!

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Follow Cindy: https://x.com/cindyleowtt

Follow Chris: https://x.com/crispheaney

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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

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--

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

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.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:23) What Is Drift?

(04:49) Onchain Execution

(07:02) Ledger Ad

(10:32) Decentralization

(11:23) Is Swift An L2?

(18:43) The REV Impact

(23:01) MEV On Solana

(24:21) Building On Solana

(26:25) Ledger Ad

(30:58) The Key To Building An Onchain Exchange

(31:45) The Evolution Of Drift

(35:48) CEX vs DEX Perps

(38:50) What’s Next For Drift?

(41:25) Prediction Markets

(44:52) Accelerating Solana DeFi

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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 Tzvi Wiesel joins the show to discuss building a great consumer app in crypto. We deep dive into the Baxus playbook & how Tzvi is creating an onchain market place for the world's most collectible spirits. Enjoy!

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Follow Tzvi: https://x.com/web4O

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Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

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Just for Lightspeed listeners, visit https://bonkbets.io/ and connect your wallet to get 10% back on any losses to bet again. For a limited time, make two $10 bets on any game before March 1 2025 to get a free third $10 bet.

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:57) The Baxus Playbook

(11:33) Bonk Bets Ad

(12:05) The Baxus Playbook

(17:41) DeFi On Baxus

(29:20) Bonk Bets Ad

(29:52) Building A Consumer App On Solana

(44:55) Real World Assets

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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 Carlos Gonzalez Campo to discuss the current state of the Solana network. We deep dive into SIMD 96 & 228, why Pump.fun is launching its own AMM, REV declines in February, stablecoin growth & more. Enjoy!

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Follow Carlos: https://x.com/0xcarlosg

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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

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.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:23) Takeaway’s From SIMD 96

(06:47) Staking On Solana

(10:04) Solana Data Deep Dive

(13:05) Ledger Ad

(13:55) REV On Solana

(16:56) Why Pump.fun Is Launching An AMM

(21:13) Solana’s DEX War

(26:23) REV Declines Post LIBRA

(30:11) Ledger Ad

(30:59) Stablecoin Growth On Solana

(36:40) SIMD 228

(42:06) Nominal vs Real Yields

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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.