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Gm! This week, we're joined by Ryan Watkins to discuss the bull case for Solana in 2025. We deep dive into how Ryan's Solana thesis has developed over time, the rise of AI agents, the state of applications in crypto what to expect in 2025 & more. Enjoy!
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Follow Ryan: https://x.com/RyanWatkins_
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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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
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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
(02:45) The Solana Thesis
(08:48) App Fees & Revenue
(12:22) Renaud Partners Ad
(13:23) Crypto Infra: Speculation vs Utility
(17:29) AI Agents
(25:20) The Syncracy Thesis
(28:58) L1 Competition
(36:29) Bitcoin & The Rise Of L2’s
(45:31) Hyperliquid
(51:56) Does Decentralization Matter?
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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, we're joined by Tushar Jain to discuss his most recent Solana improvement proposal to reduce Solana's inflation & switch to a market based inflation rate. We deep dive into Solana's current emission schedule, how this could be improved, Solana the asset vs the network & another SIMD proposal Tushar is preparing to announce. Enjoy!
Find out more about Tushar's inflaion proposal here: https://x.com/TusharJain_/status/1879942468726079773
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Follow Tushar: https://x.com/TusharJain_
Follow Jack: https://x.com/whosknave
Follow Mert: https://x.com/0xMert_
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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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.
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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
(01:39) Solana’s Inflation Problem
(07:42) Ledger Ad
(08:32) The Role Of Staking
(16:46) Solana: The Asset vs The Network
(20:24) Multicoin’s Solana Inflation Proposal
(33:17) The Role Of MEV
(37:37) Risks To Reducing Inflation
(47:21) Multicoin’s Staking Proposal
(54:53) Market Based Inflation
(57:16) MEV On Solana
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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.
