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Gm! This week we have an episode with Leah Wald live from DAS NY 2025. We deep dive into the launch of Solana ETFs in 2025, the SOL Strategies playbook, Leah's current crypto thesis & more. Enjoy!
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Follow Leah: https://x.com/LeahWald
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
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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
(00:22) Launch Of The Solana Futures ETF
(05:54) Are Institutions Bullish?
(08:41) Solana’s Ultimate Vision
(11:08) The Laine Acquisition Playbook
(13:04) Is SOL Strategies The Microstrategy Of Solana?
(16:06) The Solana Thesis
(19:10) Final Thoughts
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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 Shayon Sengupta joins the show to discuss a recent research report published by Multicoin Capital on Jito. We deep dive into the Jito thesis, token buybacks, why MEV drives L1 value accrual & more. Enjoy!
Link to the Jito (JTO) Asset Report: https://x.com/shayonsengupta/status/1896994763842445423
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Follow Shayon: https://x.com/shayonsengupta
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx
--
Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
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
(01:11) The Jito Thesis
(07:01) Token Buybacks
(14:17) Token Value Accrual
(21:38) Jito’s Impact On Solana
(37:07) Firedancer
(42:16) Jito Restaking
(47:11) Why MEV Drives L1 Value
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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.
