Gm! This week, we're joined by Jeffy Yu & Yash Agarwal to discuss the rise of AI agents. We deep dive into launching Solana's first AI hackathon, what can the rise of AI agents unlock, are agents here to stay & much more. Enjoy!

–

Follow Yash: https://x.com/yashhsm

Follow Jeffy: https://x.com/jyu_eth

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any onchain application with a market.

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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.

--

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

--

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

--

(00:00) Introduction

(01:52) Launching Solana’s First AI Hackathon

(04:28) The Rise Of AI Agents

(06:59) AI Agent Saturation

(10:45) Chaos Labs Ad

(11:44) Renaud Partners Ad

(12:45) Ledger Ad

(13:33) Are AI Agents Here To Stay?

(19:56) AI Trading

(23:38) What Are Swarms?

(26:09) Agents On Telegram

(30:15) Crypto’s AI Moment

(39:39) Solana’s AI Ecosystem

(45:29) What Needs To Improve With AI Agents?

--

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 Max Resnick to discuss why he left the Ethereum ecosystem to focus on Solana. We deep dive into joining Anza, what Solana needs to fix to be successful, will Solana or Ethereum ever be considered money, the firedancer impact & more. Enjoy!

–

Follow Max: https://x.com/MaxResnick1

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

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any onchain application with a market.

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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.

--

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

--

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

--

(00:00) Introduction

(02:08) Leaving Ethereum For Solana

(07:00) The L1 vs L2 Debate

(09:38) The End Game For Solana

(12:21) Chaos Labs Ad

(13:20) Renaud Partners Ad

(14:20) Ledger Ad

(15:14) Joining Anza

(17:11) Solana’s Issuance Schedule

(22:14) Will Ethereum & Solana Ever Be Money?

(24:28) MEV On Solana

(27:56) Solana Fee Markets

(32:33) Slashing On Solana

(34:41) Max’s Vision For Solana

(41:03) Firedancer

(44:27) Attracting Developers To Crypto

--

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 Jon Charbonneau for a discussion on his most recent piece "Ethereum’s North Star". We deep dive into the state of L1s, does Ethereum need a north star, what to expect in 2025 & much more. Enjoy!

–

Follow Jon: https://x.com/jon_charb

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

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any onchain application with a market.

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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.

--

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

--

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

--

(00:00) Introduction

(01:23) Ethereum’s North Star

(05:49) Solana’s North Star vs Alt L1’s

(10:32) Creating A North Star

(10:59) Chaos Labs Ad

(11:52) Ledger Ad

(12:53) Renaud Partners Ad

(19:03) Feedback On Jon’s Piece

(28:18) Memetics vs Fundamentals

(31:34) Main Concerns For Solana

(39:35) The Jito Mempool

(45:01) Real Economic Value

(50:20) What To Expect In 2025

(55:44) Crypto’s Unsolved Problems

--

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 discuss the numerous teams coming over to build on Solana, the Pudgy Penguin token launch, raising Solana's block limits the impact of sandwich attacks & more. Enjoy!

–

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

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any onchain application with a market.

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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

(04:56) Finding Talent In Crypto

(10:04) Pudgy Penguins

(13:29) Chaos Labs Ad

(14:28) Ledger Ad

(15:17) Teams Coming To Solana

(20:56) Pump.fun Banned In The U.K

(30:48) SocialFi & Crypto Twitter

(34:44) Raising The Block Limit

(41:24) Sandwich Attacks

--

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 Austin Federa to discuss the launch of DoubleZero. We deep dive into leaving the Solana Foundation, Austin's vision for reshaping the internet, the DoubleZero business model, what to expect in 2025 & much more. Enjoy!

–

Follow Austin: https://x.com/Austin_Federa

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

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Lightspeed Audience Survey: https://lightspeed-4bed7b.beehiiv.com/forms/8c6edcb5-f0e8-4d08-957f-2bfc3a41686c

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any onchain application with a market.

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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.

--

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

--

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

--

(00:00) Introduction

(03:46) Title: Founding DoubleZero

(08:58) Title: The DoubleZero Unlock

(14:04) Chaos Labs Ad

(15:04) Ledger Ad

(15:58) Renaud Partners Ad

(16:58) Reshaping The Internet

(21:29) Demand For Fibre

(32:44) The DoubleZero Origin Story

(35:28) State Propagation

(39:21) The DoubleZero Business Model

(47:12) What's Next For DoubleZero?

(48:48) Leaving The Solana Foundation

(58:58) Looking Forward To 2025

--

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 Jack Lu for a discussion on the current state of the NFT market. We deep dive into Magic Eden's token launch, what's next for NFTs, AI agents & more. Enjoy!

–

Follow Jack Lu: https://x.com/0xLeoInRio

Follow Jack Kubinec: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any onchain application with a market.

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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

(04:35) Magic Eden Token Launch

(14:16) Chaos Labs Ad

(15:16) Ledger Ad

(16:10) NFT Metrics

(21:40) What's Next For NFTs?

(26:28) AI Agents

(28:30) NFT Revenue

(32:21) The Magic Eden Mission

(39:40) Building A Brand In Crypto

(42:25) Crypto's Mobile Wave

(46:54) Building For The Long Term

--

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 Raj Gokal to discuss the past, present & future of Solana. We deep dive into the state of crypto in 2024, recovering from the FTX fallout, Solana's ultimate vision & more. Enjoy!

–

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

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any onchain application with a market.

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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.

--

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.

Trusted bysome of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

--

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

--

(00:00) Introduction

(01:34) Crypto In 2024

(08:38) The FTX Fallout

(12:14) Chaos Labs Ad

(13:13) Ledger Ad

(14:14) Renaud Partners Ad

(15:12) Increase Bandwidth Reduce Latency

(17:36) Solana's Ultimate Vision

(22:57) Finding Top Talent

(30:17) Founding Solana

(33:34) Building In Crypto

(38:38) The Early Days Of Solana

(41:29) Advice For Founders

(46:37) Why Build On Solana?

(48:13) Finding A Mission Statement

--

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 roundup. We deep dive into Solana's new all time high, the Pump.fun drama, are memes positive for crypto & more. Enjoy!

–

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

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

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

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any onchain application with a market.

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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

(04:16) Solana Hit's A New All Time High

(07:26) Pump.fun

(13:39) Chaos Labs Ad

(14:39) Ledger Ad

(15:37) Are Memes Positive Or Negative For Crypto?

(29:59) Increase Bandwidth Reduce Latency

(35:55) Financialization In Crypto

(39:27) Short-Termism vs Long Term Building

(43:40) Crypto IPOs

(45:38) Timely Vote Credits

(53:38) The Crypto Elevator Pitch

--

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 Rune Christensen joins the show to discuss the launch of Sky on Solana. We deep dive into why Rune chose to launch on Solana, the future of DeFi, decentralization in crypto, the growth of stablecoins on Ethereum vs Solana & more. Enjoy!

–

Follow Rune: https://x.com/RuneKek

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe to the Lightspeed

Newsletter: https://blockworks.co/newsletter/lightspeedUtilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any on-chain application with a market. Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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.

--

Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work. Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.

If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com

--

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

--

Timestamps:

(00:00) Introduction

(03:11) Launching Sky On Solana

(08:13) From Maker To Sky

(12:39) Chaos Labs Ad

(13:39) Ledger Ad

(14:37) Renaud Partners Ad

(15:40) Decentralization In Crypto

(33:49) DeFi On Solana

(43:20) Stablecoin Liquidity

(53:38) Futarchy

--

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 roundup. We deep dive into Sui's reported outage, how L1's can compete with each other, does Solana have a moat or not & much more. Enjoy

–

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

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

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

Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/

--

Chaos Labs, the leading onchain risk management firm, recently launched its new flagship oracle product, Edge, which delivers integrated, high precision risk and price data for any onchain application with a market.

Edge emerged from stealth after 2 months securing Jupiter, the top trading platform on Solana, already securing $30B in volume and more than 60% of all Solana perps volume. https://chaoslabs.xyz/

--

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

(04:17) Who's Building On Solana?

(08:58) What Can We Learn From Sui's Outage?

(17:35) Chaos Labs Ad

(18:35) Ledger Ad

(19:33) Alt L1's & VM's

(22:38) Does Solana Have A Moat?

(25:41) Grants & Partnerships In Crypto

(37:35) Sky's Stablecoin Launches On Solana

(39:24) Stablecoins On Solana

--

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.