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Gm! This week, Joe McCann joins the show to deep dive into his Solana thesis. We discuss whether Solana is still positioned to outperform even after the huge run up in 2024, the election impact on crypto markets, the bullish macro backdrop for risk assets, crypto venture, memes & more. Enjoy!
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Follow Joe: https://x.com/joemccann
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/
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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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Timestamps:
(00:00) Introduction
(00:51) The Solana Thesis
(09:09) SOL/ETH Ratio
(12:22) Chain Performance
(17:26) Who's Buying SOL?
(20:16) The Election Impact
(26:46) Trading The Election
(34:18) Meme Coins
(44:37) Solana's Biggest Risk
(48:13) Crypto Venture
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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, Andrej Radonjic joins the show to discuss the recent Grass airdrop, how crypto can help fix the internet, the intersection of AI & crypto & much more. Enjoy!
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Follow Andrej: https://x.com/0xdrej
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/
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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
(02:08) - Airdrop Takeaways
(11:35) - Web Scraping
(18:38) - Sei Ad
(19:04) - DePiN & Grass Data Capacity
(27:54) - Token Demand & Utility
(30:36) - Training AI Models
(33:56) - Can Crypto Fix The Internet?
(37:14) - Monetizing AI
(40:04) - Building On Solana
(42:55) - Rollups
(45:30) - What's Next For Grass?
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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.
