Gm! This week, we're joined by Dan Smith from Blockworks Research. We discuss what's happening on Solana as total economic value keeps reaching new highs. We deep dive into Solana's inflation, staking SOL, Solana's transition to a top three asset within crypto & comparing the 2021 cycle to today. Enjoy!

–

Follow Dan: https://x.com/smyyguy

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/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

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 Ledger.com.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(03:14) Solana Economics

(07:55) Staking SOL

(15:08) Sei Protocol Ad

(15:35) Ledger Ad

(16:11) Solana's REV All Time High

(24:33) Sandwiching Attacks

(29:18) Solana's Fee Market

(41:50) The 2021 Cycle vs Now

--

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 back with another roundup. We deep dive into Ethereum's Beam Chain announcement, why it's more important than ever for projects to execute today in crypto, JITO's outage, staking on Solana & so much 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/

--

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 Ledger.com.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(04:03) Ethereum Beam Chain

(18:39) Chaos Labs Ad

(19:38) Ledger Ad

(20:14) The JITO Outage

(30:36) Bitcoin's ATH Breakout

(35:11) Will Solana Flip Ethereum?

(41:38) Solana Staking

(46:42) Crypto Regulation Under Trump

(51:01) Polymarket

--

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 Eliezer Ndinga of 21 Shares to discuss the path forward for a Solana ETF. We deep dive into the election impact on regulation within crypto, DeFi's renaissance, the SEC vs crypto & why Eliezer is bullish on Solana. Enjoy

–

Follow Jack: https://x.com/whosknave

Follow Eliezer: https://x.com/elindinga

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/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

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 Ledger.com.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:32) The Election Impact

(06:28) DeFi Renaissance

(08:48) The SEC vs Crypto

(13:44) Ethereum vs Solana Dominance

(19:33) Sei Protocol Ad

(20:00) Ledger Ad

(20:36) The Solana ETF

(34:02) Solana ETF Demand

(37:58) The 2025 Crypto ETF Cycle

(42:19) Bullish On Solana

--

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 Anatoly Yakovenko Co-Founder of Solana Labs. We deep dive into Solana transaction fee's, how to remain competitive within crypto, SOL inflation, competing with Apple & Google, does Solana have a moat & so much more. Enjoy!

–

Follow Mert: https://x.com/0xMert_

Follow Anatoly: https://x.com/aeyakovenko

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 Ledger.com.

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:51) Solana's Transaction Front Running

(06:37) Solana Fee Markets

(10:18) Composability At Scale

(12:50) Competing With L2s

(19:43) Ledger Ad

(20:20) Synchronous Composability

(21:59) Validators

(27:06) Solana Inflation

(29:16) How Does Solana Compete?

(32:31) Execution Is A Moat

(35:36) Firedancer

(40:47) Solana Mobile

(45:25) Competing With Apple & Google

(47:04) L1 Business Models

(49:49) Solana Bandwidth

--

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!

–

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/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(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?

--

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, 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!

–

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/

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

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

--

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 back with another roundup. We discuss Solana's on chain boom, why economic value reached a new all time high, Stripe's recent acquisition of Bridge & much 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/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

(00:00) Introduction

(01:29) Solana's On Chain Boom

(10:17) Solana's Breaking Point

(14:21) Firedancer

(18:47) Sei Ad

(19:13) Solana's Economic Value

(22:37) Memecoins & Fee Markets

(31:35) Meme's

(35:31) Stripe Acquires Bridge

(40:35) Crypto M&A, IPOs & Regulation

(45:07) Crypto Mobile Apps

(56:11) SocialFi

--

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 Daniel Lev from Coinflow! We discussed Stripe’s acquisition of Bridge, challenges faced by crypto payments businesses, and TradFi’s adoption of stablecoins. Additionally, we unpacked the impact of US regulations on the stablecoin sector, and the fees associated with on and off-ramps in crypto. Finally, we covered interesting use cases Coinflow is enabling today. Enjoy!

–

Follow Coinflow: https://x.com/CoinflowLabs

Follow Daniel: https://x.com/SirDigitalDan

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/

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

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

(01:45) Stripe Acquires Bridge

(07:03) Challenges Faced By Payments Businesses

(10:46) The Problems With ACH

(14:07) TradFi Adoption of Stablecoins

(26:58) Sei Ad

(27:25) How Cypherpunk Are Stablecoins?

(30:49) Struggling With US Regulations

(41:06) Fees Associated With Crypto Ramp Providers

(45:53) Daniel's Journey Before Coinflow

(50:28) Gaining Solana Labs as a Client

(52:04) Mobile Integrations

(55:10) What Is Coinflow Enabling Today?

--

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, Emmett Hollyer joins the show to discuss the next chapter of Solana Mobile ahead of their latest phone release in 2025. We reflect on why the Solana Saga was successful, how to create a great product, crypto UX & how crypto can break the mobile duopoly. Enjoy!

--

Follow Emmett: https://x.com/m_it

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

Timestamps:

(00:00) Introduction

(01:47) Solana Mobile

(06:38) Building A Crypto First Phone

(08:27) Solana Seeker

(11:17) Solana Saga

(16:09) Marques Brownlee's Saga Phone Reaction

(17:53) The Saga Phone Breakout Moment

(20:12) Solana Mobile's Adoption Flywheel

(24:44) Breaking Up The Mobile Duopoly

(30:28) Super Apps vs Decentralization

(34:56) Crypto Apps

(40:11) Crypto UX

(41:51) The Next Chapter For Mobile

--

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 live at Permissionless with a discussion on crypto's creator economy. We deep dive into capturing attention in crypto, building DRiP, why build on Solana, NFTs, meme coins & more. Enjoy!

--

Follow Vibhu: https://x.com/vibhu

Follow Steve: https://x.com/solanasteve_

Follow Jake: https://x.com/SolJakey

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

DragonSwap is the DeFi Hub on Sei’s Layer 1, allowing users to swap, provide liquidity, and farm! Built on Sei’s sub-second execution environment, DragonSwap is transforming the DEX landscape by building an “onchain CEX” that leverages chain-abstracted AVSs, enabling users to buy any asset on any chain.

With tons of incentives already available, September will bring even more to Sei users with partners like Stargate and Frax!

Start farming on Sei today by visiting https://dragonswap.app/

--

(00:00) Introduction

(01:22) Crypto's Creator Economy

(07:14) Capturing Attention In Crypto

(13:27) Content On DRiP

(17:24) Why Build On Solana?

(17:50) Sei Ad

(25:57) Investments vs Commerce In Crypto

(29:28) Building A Media Company In Crypto

(31:22) NFTs

(42:21) Will DRiP Ever Launch A Token?

(45:38) Meme Coins

--

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 live from Permissionless with Tristan Frizza & Jayant Krishnamurthy. We discuss the current & future state of DeFi on Solana, the rise of alt L1s, the next evolution of DeFi & what Solana can improve on in the future. Enjoy!

--

Follow Tristan: https://x.com/Tristan0x

Follow Jayant: https://x.com/jayantkrish

Follow Jack: https://x.com/whosknave

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

--

(00:00) Introduction

(01:24) Bringing Trading On Chain

(04:41) Solana L2s

(06:26) Solving Crypto's Oracle Problem

(10:46) The State Of DeFi On Solana

(16:17) The Next Evolution Of DeFi

(21:17) The Rise Of Alt L1s

(30:59) What Solana Can Improve On

--

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.