Community
Finance
Specials
On-chain Eco
Entry
Podcasts
Data
Gm! This week we're joined by Mike Dudas & Carl Vogel of 6th Man Ventures for a discussion on the investing landscape in crypto. We deep dive into the Solana ETF application, why crypto needs more applications, the promise of AI & DePin, crypto's airdrop dilemma & much more. Enjoy!
--
Follow Mike: https://x.com/mdudas
Follow Carl: https://x.com/carlkvogel
Follow Dan: https://twitter.com/smyyguy
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
--
Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.
No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/i#_GDgHrrTybKgdRXEWcAdviT
--
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/
--
(00:00) Introduction
(01:16) The 6th Man Ventures Origin Story
(06:00) Solana ETF
(09:39) 6MV's Investing Thesis
(12:36) Access Protocol Ad
(13:15) Alt L1s
(14:53) Ethereum's L2 Roadmap
(19:49) Appchains & Composability
(23:40) Time For Crypto Applications.. Not Infra
(27:43) AI & DePin
(32:26) Permissionless III Ad
(33:29) Airdrops
(42:51) Crypto's Token Vesting Problem
(48:25) Liquid vs Venture Investing
(50:46) Advice For Founders
--
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 joined by Swen Schäferjohann for a discussion on Solana's latest scaling unlock... ZK compression. We deep dive into Light protocols origin story, how does ZK compression work, L1 composability & account construct & the future of Solana's scalability. Enjoy!
--
Follow Swen: https://x.com/swen_sjn
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
--
Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: https://hellohelium.com/hotspot
Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards.
--
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/
--
(00:00) Introduction
(01:52) Light Protocol Origin Story
(10:23) Helium Mobile Ad
(11:42) How Does ZK Compression Work?
(17:00) The Cost Of State vs Ledger Space
(21:42) Photon Indexer
(26:26) Move Fast & Break Things vs Enshrining
(31:52) Permissionless III Ad
(32:54) What ZK Compression Unlocks
(34:49) L1 Composability
(36:43) Account Construct
(40:36) How Is ZK Used In ZK Compression?
(49:02) Why ZK Compression Is Not A Rollup
--
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.
