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Gm! This week we invite Kyle Samani to the show for a wide ranging discussion on his current crypto thesis. We deep dive into the L1 vs L2 debate, Stablecoins & DePin as crypto's killer use cases, why Solana will ultimately flip Ethereum & so much more. Enjoy!
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Follow Kyle: https://x.com/KyleSamani
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
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(00:00) Introduction
(01:20) What Crypto Enables
(03:58) The L1 vs L2 Thesis
(08:42) Building Crypto Applications: Stablecoins & DePin
(13:51) Helium Mobile Ad
(16:25) The RWA Thesis
(18:48) Social Tokens, Meme Coins & Crypto Gaming
(26:14) MEV & L1 Value Capture
(31:02) Why Solana Will Flip Ethereum
(33:54) Permissionless III Ad
(34:57) Token Issuance
(40:27) Economic Security
(49:19) Restaking Is Not Solving A Problem
(52:07) Measuring Decentralization
(54:56) Advice For Founders
(57:07) L2s Are Mispriced
(01:01:11) Solana L2s
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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, Dan 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 users getting sandwiched, what's next for Solana, Airdrops & how socialFi could be one of crypto's largest opportunities. Enjoy!
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Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
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Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD
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
(01:01) Users Are Getting Sandwiched
(12:46) Access Protocol Ad
(13:25) What's Next For Solana
(14:22) Time.fun & Crypto Social
(24:14) Crypto Gaming
(33:08) Permissionless III Ad
(34:11) What Is Mithril?
(40:51) Airdrops & Crypto Marketing
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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, Dan and our guests may hold positions in the companies, funds, or projects discussed.
