Forum
OPRR
Finance
Specials
On-chain Eco
Entry
Podcasts
Data
Gm! This week, we discuss Hyperliquid and decentralization, the potential for Solana and crypto ETFs, and Mert’s developer thesis. We also delve into whether AI agents are being overhyped, some of the biggest problems with 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/
--
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 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/
--
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
(02:21) The Power Of Writing
(04:48) Hyperliquid & Decentralization
(16:47) Decentralization & L2s
(21:36) Renaud Partners Ad
(22:37) Ledger Ad
(23:25) Solana & Crypto ETFs
(30:33) AI Agents
(36:45) Crypto's Biggest Problem
(40:21) Developer Thesis For 2025
(51:44) Crypto Charity Fundraising
--
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! In this episode, we’re joined by Dan Smith to discuss avoiding noise in crypto data, the issue with FDV, and stablecoin supply across chains. Finally, we end the podcast by diving into the concept of conditional liquidity, MEV, and Solana’s sandwich attack problem.
Enjoy!
Resources
Solana MEV Landscape From Helius Labs: https://x.com/__lostin__/status/1877444749298381156
Dan’s Post on the Wash Trading Bot: https://x.com/smyyguy/status/1873461466541486096
Top 10 Chains by Stablecoins: https://x.com/smyyguy/status/1875613474774249724
--
Follow Dan: https://x.com/smyyguy
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/
--
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
--
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
(03:01) Analyzing a Wash Trading Bot
(09:15) Avoiding Noise in Crypto Data
(16:18) Ledger Ad
(17:18) Renaud Partners Ad
(18:06) The Issue with FDV
(30:43) Stablecoin Supply Across Chains
(42:29) Thoughts on Conditional Liquidity and MEV
(50:21) Solana's Sandwiching Problem
--
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.
