Podcasts about solana foundation

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Best podcasts about solana foundation

Latest podcast episodes about solana foundation

Lightspeed
Flash Trade Is Reinventing Perps on Solana | Anas Khader

Lightspeed

Play Episode Listen Later Jun 16, 2026 53:00


Gm! In this episode, we're joined by Anas Khader, Founder of Flash Trade, to discuss the protocol's journey from building alongside Mango Markets to launching a Solana-native perpetuals exchange. We cover Flash Trade's pool-to-peer liquidity model, expansion into equities, commodities, and forex perps, its new Magic Block-powered execution engine, security and oracle design, the future of 24/7 markets, and how Solana's evolving infrastructure is shaping the next generation of onchain trading. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Flash Trade: https://x.com/FlashTrade Follow Anas: https://x.com/allinbitcoin_ Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:18) Flash Trade Origin Story (6:23) Pool-To-Peer Perps (11:22) New Asset Markets (16:46) Magic Block Design (26:08) Competing In Perps (32:08) Oracle And Security Risks (39:15) Next Perps Frontier (42:49) Solana's Growth Path (48:04) Solana UX Improvements (51:07) Try Flash V2 (52:13) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Solving Sol Value Accrual

Lightspeed

Play Episode Listen Later Jun 11, 2026 57:40


Gm! In today's episode, we discuss Solana's value accrual challenges, including proposed tokenomics changes, fee burn mechanisms, inflation reduction, and network upgrade timelines. We also examine the release of Anthropic's Claude Fable model and its implications for software development, cybersecurity, and crypto, before exploring DeFi security risks, protocol valuations, and Michael Saylor's influence on Bitcoin markets.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Ian: https://x.com/Ian_Unsworth Follow Toma: https://x.com/toma_adv⁠ Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:19) Claude Fable Hits Crypto (12:38) Is DeFi Still Safe? (18:59) Valuing Hackable Protocols (22:19) Saylor Shakes Bitcoin (30:06) Bitcoin vs Fundamentals (34:14) Solana Value Accrual (40:21) Can Solana Charge Rent? (46:13) Burn vs Issuance (51:32) Solana's Upgrade Bottleneck (55:57) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
The Era of Tokenized Yield Strategies | Ben Nadareski

Lightspeed

Play Episode Listen Later Jun 9, 2026 50:29


Gm! In this episode we're joined by Ben Nadareski, Co-Founder and CEO of Solstice, to discuss his background in traditional finance and crypto, the development of Solstice's tokenized yield infrastructure on Solana, and the roles of its USX, eUSX, and SLX assets. We also cover institutional and retail adoption, delta-neutral and private credit strategies, planned AI-focused products, token utility, regulatory considerations, and the broader goal of making yield-generating financial products accessible onchain.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Solstice: https://x.com/solsticefi Follow Ben: https://x.com/ben_solstice Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:41) Ben's Crypto Origin (7:30) What Solstice Builds (12:02) How Solstice's Yield Engine Works (16:09) Solstice vs Ethena (19:09) New Yield Strategies (26:04) Tokenized Yield Versus Vaults (29:27) Who Uses Solstice? (37:25) Regulatory Roadblocks (42:38) SLX Token Utility (47:29) Solstice In 2027 (49:36) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
US Crypto Perps Arrive, Solana Rethinks Fees

Lightspeed

Play Episode Listen Later Jun 4, 2026 64:07


Gm! In today's episode we discuss recent developments in U.S. cryptocurrency perpetual futures regulation, including CFTC approval of Bitcoin perpetual contracts and implications for centralized and decentralized trading platforms. We also cover a proposed Solana fee mechanism aimed at increasing token burn, before examining the surge in Pokémon card speculation and the growth, economics, and risks of onchain trading card platform Collector Crypt. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Kunal: https://x.com/Kunallegendd Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:34) US Perps Go Legit (17:20) Solana's Fee Debate (26:00) Tradeoffs for Users (41:13) Pokémon Cards Go Parabolic (44:04) Collector Crypt's Gacha Boom (59:19) Valuing the $CARDS Token (1:03:02) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Building the Onchain Brokerage: Glider's Vision for Investing | Brian Huang

Lightspeed

Play Episode Listen Later Jun 2, 2026 51:23


Gm! In this episode, we're joined by Brian Huang, Co-Founder of Glider, to discuss his journey from institutional trading and crypto custody to building an onchain investing platform. We explore the rise of tokenized assets, portfolio automation, chain abstraction, DeFi yield opportunities, risk management, institutional adoption, and the future of personalized investing. Brian also shares Glider's vision for automated investment workflows and the next generation of onchain financial products. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Glider: https://x.com/glider__ Follow Brian: https://x.com/BrianInCrypto Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:28) Brian's Crypto Origin (3:52) Why Glider Exists (8:47) Wallets Need Better UX (13:38) Personalized Investing Arrives (17:38) Automated Strategies (24:18) Tokenized Stocks Reality Check (28:31) Abstracting DeFi Complexity (33:04) Curating Onchain Risk (36:39) Insurance Tradeoffs (43:34) Glider's Roadmap (50:28) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Why Crypto Needs Interest Rate Swaps | Thomas Lefort

Lightspeed

Play Episode Listen Later May 28, 2026 49:31


Gm! In today's episode, we're joined by Thomas Lefort, Co-Founder of Exponent, to discuss the evolution of onchain interest rate markets, the limitations of Exponent's first product iteration, and the launch of Exponent V2. We cover fixed-rate DeFi infrastructure, RWAs, strategy vaults, risk management, institutional adoption, and the growing demand for more sophisticated yield products on Solana. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Exponent: https://x.com/exponentfinance Follow Thomas: https://x.com/ttrofel Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) introduction (1:18) Thomas Enters Crypto (2:48) Why Exponent Exists (5:05) V1 Fixed-Rate Markets (9:36) RWAs Drive Yield Demand (14:06) Exponent V2 Rebuild (18:06) Strategy Vault Launch Partners (22:11) V2 Launch Timeline (25:41) Why Crypto Rates Lag (30:03) Managing DeFi Risk (37:07) Winning Issuer Distribution (43:59) What Assets Come Next (48:28) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Raiku's Vision for Solana Markets | Robin

Lightspeed

Play Episode Listen Later May 26, 2026 51:51


Gm! In today's episode, we're joined by Robin, CEO and Founder of Raiku, to discuss his background in crypto and the development of Raiku's Solana infrastructure products focused on faster, more predictable transaction execution. We cover validator economics, stake dynamics, enterprise trading infrastructure, institutional adoption challenges, upcoming Solana network upgrades, and the evolving role of market structure across the ecosystem.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Raiku: https://x.com/raikucom Follow Robin: https://x.com/degenroot Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:56) Robin's Crypto Origin (6:59) Raiku's Differentiation (10:24) Alpenglow's Impact (13:01) Why Determinism Matters (17:47) Raiku's Target Customers (20:13) Why Stake Coverage Matters (26:44) New Enterprise Products (33:18) Solana's Demand Problem (36:43) TradFi's Onchain Risks (42:11) Sol Revenue Streams (49:22) Raiku's Product Roadmap (50:56) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Thinking Crypto Interviews & News
This New Tech is Upgrading Solana & Other Blockchains! with Austin Federa

Thinking Crypto Interviews & News

Play Episode Listen Later May 25, 2026 43:56 Transcription Available


Austin Federa, Co-Founder of DoubleZero and former Head of Strategy at the Solana Foundation, joined us to discuss how the company is building a new internet layer to improve blockchain and crypto performance.Topics:- Improving blockchain performance starting with Solana - Internet and Blockchain Tech stack - Future of Blockchain adoption - Wall Street tokenization Brought to you by

Lightspeed
The Institutional Era of Crypto Has Arrived | Christopher Perkins

Lightspeed

Play Episode Listen Later May 22, 2026 47:30


Gm! In this episode, we're joined by Christopher Perkins, CEO of 250 Digital Asset Management, to discuss Franklin Templeton's acquisition of 250 Digital Asset Management, the institutional adoption of crypto, tokenization, regulatory developments, DeFi infrastructure, derivatives markets, and prediction markets. We also explore the convergence of AI and crypto, public market access, operational risk, and the evolving relationship between traditional finance and blockchain-based systems. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Franklin Templeton: https://x.com/FTI_US?lang=en Follow Christopher Perkins: https://x.com/perkinscr97 Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:51) Franklin Templeton Acquisition (5:24) Regulation Unlocks Institutions (10:01) Tokenization's Next Wave (17:08) Onchain Versus Wall Street (23:06) Risks Holding Institutions Back (28:08) Law Still Applies Onchain (35:55) Crypto's Strongest Theses (40:43) Democratizing Financial Access (44:14) Franklin Templeton's Crypto Roadmap (46:42) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Jupiter's Push Beyond Crypto Trading | Kash Dhanda

Lightspeed

Play Episode Listen Later May 20, 2026 55:42


Gm! In today's episode, we're joined by Kash Dhanda, COO of Jupiter, to discuss Jupiter's expanding DeFi strategy, including USDE integration, yield-generating assets, lending models, tokenized stocks, and perpetuals. We also cover stablecoin infrastructure, JLP and Jupnet development, Solana's positioning in the broader crypto ecosystem, and Jupiter's efforts to simplify DeFi products for mainstream users. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Jupiter: https://x.com/jupiterexchange Follow Kash: https://x.com/kashdhanda?lang=en Follow Joe: https://x.com/j0e_cooks Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:30) Jupiter's USDE Push (6:15) Bitwise Enters DeFi (8:14) Yield Assets on Jupiter (10:30) Lending Without Liquidations (12:11) Tokenized Stocks Onchain (20:21) Jupiter's Super App Strategy (26:14) DIY DeFi Is Over (32:13) JUPUSD Stablecoin Strategy (35:53) Perps Beyond Crypto Natives (38:49) JLP, Jupnet, Solana (45:41) Winning Real Users (54:36) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Inside JTX: Jito's New Trading Platform | Lucas Bruder

Lightspeed

Play Episode Listen Later May 14, 2026 26:27


Gm! In today's episode we're joined by Lucas Bruder, CEO of Jito Labs, to discuss the launch of JTX, a new Solana trading platform focused on professional retail users. We also cover transaction execution, Bam infrastructure, pricing improvements, competition with centralized exchanges, Solana market structure, prediction markets, privacy features, and Jito's long-term vision for onchain trading.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Jito Labs: https://x.com/jito_labs Follow Lucas: https://x.com/buffalu__ Follow Carlos: https://x.com/0xcarlosg Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:14) What Is JTX? (3:35) Building Better Trading UX (7:02) Bam Plugins And Pricing (9:11) Winning Hyperliquid Traders (12:48) Everything Exchange Thesis (14:00) Solana Market Structure (17:00) 12 Month Success Vision (18:22) Jito Product Synergies (20:52) Vertical Integration Concerns (22:52) Private Order Automation (23:52) Desktop First, Mobile Soon (25:28) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Agentic Finance for Everyday Users | Chris

Lightspeed

Play Episode Listen Later May 12, 2026 57:41


Gm! In today's episode, we're joined by Chris from Loyal to discuss building smart-account infrastructure on Solana to automate onchain financial tasks, including stablecoin yield optimization and agent-driven policies. We cover smart wallets, Seeker app development, consumer crypto UX, token-based fundraising through MetaDAO, community building, and the broader future of agentic finance and payments. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Loyal: https://x.com/loyal_hq Follow Chris: https://x.com/candyflipline?lang=en Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:27) Why Smart Wallets Matter (4:02) Loyal's Origin Story (14:16) Smart Accounts Meet Fintech (18:59) Why Solana Lagged EVM (21:54) Real Agent Finance Use Cases (32:13) Why Launch on Seeker (37:56) Token Launch Lessons (54:42) Loyal's Roadmap (56:37) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Inside Jito's New Solana Plugin Strategy | Eric & Hayden

Lightspeed

Play Episode Listen Later May 9, 2026 57:38


Gm! In today's episode, we're joined by Eric and Hayden from Jito to discuss Solana Accelerate, the launch of Jito's Maker Prioritization Plugin, and broader efforts to improve Solana's market structure through more deterministic transaction scheduling. We also cover validator incentives, BAM architecture, plugin experimentation, perp and prediction markets, tokenized assets, and why user experience and distribution will be critical for driving on-chain trading adoption. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Jito: https://x.com/jito_sol Follow Hayden: https://x.com/magicdhz Follow Eric: https://x.com/gzalz_sol Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:23) Solana Accelerate Recap (6:22) Jito's Maker Prioritization Plugin (9:56) Why Scheduler Rules Matter (13:42) Bam Adoption and Validator Incentives (18:22) Competing for Top of Batch (22:42) Faster Onchain Time (29:12) Bam After Solana Upgrades (34:13) Plugins Unlock New Use Cases (38:57) Building for Perps (41:32) What Better Market Structure Enables (49:06) UX, GTM, and Card Markets (56:05) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

TRM Talks
EP. 110 | The Decentralization of Money: Building the Internet Capital Market on Solana with Catherine Gu

TRM Talks

Play Episode Listen Later May 6, 2026 34:19


Catherine Gu has always been at the center of the shift toward the decentralization of money, a transformation that was once theoretical but is now actively reshaping global financial markets through stablecoins and on-chain infrastructure.Inspired in part by Hayek's vision of competing private forms of money, Catherine's work sits at the intersection of that idea and its real-world implementation. As Head of Product for Digital Assets at the Solana Foundation, she is helping build what is increasingly viewed as the internet capital market, where speed, scale, and global access redefine how value moves. Before joining Solana, she was one of the earliest members of Visa's crypto team, where she spent years bridging traditional finance and blockchain and leading the development of tokenized asset infrastructure designed for financial institutions.In this conversation, Ari and Catherine trace that journey and explore what it means for the future of financial markets. We discuss why Solana has emerged as a critical platform for stablecoin activity, what it means to embed compliance and trust into infrastructure from the outset, and how performance, liquidity, and developer resilience are shaping the next phase of institutional adoption.This is no longer a debate about whether money will evolve. It is a conversation about how that evolution is being built in real time.

Lightspeed
Inside Upshift: Building the Future of Onchain Vaults | Aya Kantorovich

Lightspeed

Play Episode Listen Later May 5, 2026 58:38


Gm! In today's episode, we're joined by Aya Kantorovich, Co-CEO of Upshift, to discuss the development of multi-chain vault infrastructure, its origins in onchain prime brokerage, and key lessons from past market failures. We cover security risks, institutional adoption, evolving regulation, cross-chain expansion, and broader trends including 24/7 markets, credit strategies, and tokenized assets. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Upshift: https://x.com/upshift_fi Follow Aya: https://x.com/aya_kantor Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:24) Upshift's Vault Origin (5:41) Customer Demand Shapes Product (9:18) Vault Security and Risk (17:49) Why Institutions Want Vaults (24:53) Solana Vault Roadmap (32:53) Avoiding Mercenary Capital (38:32) Regulation Gets Easier (42:46) 24/7 Markets and Perps (56:48) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Solana Was Too Late to Perps

Lightspeed

Play Episode Listen Later Apr 30, 2026 55:21


Gm! In today's episode we discuss Solana's Q1 performance, highlighting growth in tokenized real-world assets and shifting trading activity. We also cover Pumpfun's buyback changes, Pumpcade's token-equity model, and broader challenges in building competitive perpetuals markets on Solana, including liquidity, user acquisition, and infrastructure constraints. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Toma: https://x.com/toma_adv Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:53) RWA Momentum Builds (9:17) Pump Fun Buyback Burn (20:44) Pump Cade's ACE Experiment (32:10) Solana Perps Debate (37:55) Bulk's Validator Sidecar Bet (51:31) Phoenix's Onchain Bet (53:45) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
LPing Is Trading: Rethinking DeFi Strategies | Dann & Miir

Lightspeed

Play Episode Listen Later Apr 29, 2026 45:55


Gm! In today's episode, we're joined by Dann and Miir of Meteora to discuss their role as a core liquidity layer on Solana. We cover their evolution from integrations to product focus, the shift from passive yield farming to active LP strategies, and what's next for DeFi liquidity.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Meteora: https://x.com/MeteoraAG Follow Miir: https://x.com/0xmiir Follow Dann: https://x.com/dannxbt Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:57) Meteora Origins (5:49) Launchpad Integration Push (11:33) Jupiter And Meteora (12:55) Yield Farming Evolves (21:22) LPing As Trading (25:50) Long Tail Liquidity (34:37) Product Roadmap (41:55) What Comes Next (45:06) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Tokenizing Private Markets: Inside the Rise of PreStocks | Xavier Ekkel

Lightspeed

Play Episode Listen Later Apr 24, 2026 47:08


Gm! In this episode, we're joined by Xavier Ekkel, Founder of PreStocks, to explore the rise of PreStocks and tokenized access to private equity. We cover pricing and liquidity dynamics, Solana's role in distribution, retail participation, onchain price discovery, IPO transitions, and the broader evolution of tokenized pre-IPO markets. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow PreStocks: https://x.com/PreStocks Follow Xavier: https://x.com/XavierEkkel Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:33) PreStocks' Background (6:02) How PreStocks Are Priced (14:59) Why Solana and Why Retail (24:43) Price Discovery to IPO (35:01) Which Private Names Matter? (40:14) Distribution and Next Steps (46:30) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
The KelpDAO Hack and DeFi's Stress Test | Ian Unsworth

Lightspeed

Play Episode Listen Later Apr 22, 2026 62:12


Gm! In today's episode, we're joined by Ian Unsworth, Co-founder of Kairos Research, to break down the KelpDAO hack and its impact on DeFi, from liquidity outflows to risk management. We also cover stablecoin yield strategies, Ethena's backing model, Layer 2 risks like Scroll, and emerging infrastructure like DoubleZero Edge. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Kairos Research: https://x.com/Kairos_Res Follow Ian: https://x.com/Ian_Unsworth Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:56) rsETH Hack (11:40) Are DeFi Rates Worth It? (19:45) Scroll's Gas Price Controversy (25:46) Ethena's Backing and Yield Model (38:48) Why DoubleZero Edge Matters (45:39) Solana Value Capture Debate (58:22) Where DoubleZero Goes Next (1:00:55) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
DoubleZero Edge: Democratizing the Speed Advantage | Austin Federa

Lightspeed

Play Episode Listen Later Apr 16, 2026 48:19


Gm! In this episode, we're joined by Austin Federa, Co-Founder of DoubleZero, to discuss the network's growth, its shift to Edge-based data monetization, and the role of high-speed data in trading. We also cover Solana's roadmap, validator dynamics, DeFi fairness, and evolving Foundation strategy amid shifting regulatory and institutional conditions. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow DoubleZero: https://x.com/doublezero Follow Austin Federa: https://x.com/Austin_Federa Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:39) DoubleZero Growth Update (3:41) Why Edge Changes Revenue (6:48) Why APIs Are Too Slow (9:22) How Shreds Create Alpha (16:13) Can DeFi Be Fair? (20:07) Alpenglow and Constellation (28:58) What Comes Next? (31:01) Solana Foundation's New Playbook (35:02) Where Foundations Should Compete (46:51) Edge Launch Timeline (47:46) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

CRYPTO 101
Ep. 718 Solana State of the Union: Why Trillions Are Coming to Solana

CRYPTO 101

Play Episode Listen Later Apr 15, 2026 39:18 Transcription Available


In this episode of the Crypto 101 Podcast, Catherine Gu from the Solana Foundation explains how Solana is building institutional-grade infrastructure to bring trillions of dollars on-chain. She breaks down the Solana Developer Platform, designed to simplify building for banks, asset managers, and payment companies by abstracting blockchain complexity. The conversation highlights why Solana stands out through liquidity, real-world scalability, and high-speed performance that rivals traditional finance systems. They also explore major future themes like tokenization, privacy, and AI integration as the next wave of crypto adoption.Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 — Intro: Solana Foundation + why this project is dominating headlines03:20 — Why Catherine left Visa to join Solana06:30 — What Solana is really building (hint: global financial infrastructure)10:00 — Solana Developer Platform: making institutions build on-chain faster16:00 — Why Solana doesn't force use cases (market-driven growth)21:00 — The most underrated sector on Solana: privacy + compliance28:30 — Trillions coming on-chain: stablecoins → tokenization shift33:30 — Why Solana wins: liquidity, speed, and real-world usage37:30 — Price vs fundamentals: why growth isn't reflected yet41:30 — What's next: trading, AI + crypto, and future Solana upgradesSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved  ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men: https://mengotomars.com* Check out Quince: https://quince.com/crypto101* Check out Shopify: https://shopify.com/crypto101Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Lightspeed
How Institutions Are Moving Onchain | Catherine Gu

Lightspeed

Play Episode Listen Later Apr 14, 2026 50:16


Gm! In today's episode, we're joined by Catherine Gu, Head of Product, Digital Assets at Solana, to discuss her transition from Visa to Solana, the institutional adoption of blockchain, tokenization, payments infrastructure, and developer platforms. We also cover privacy and compliance challenges, onchain metrics, liquidity dynamics, and Solana's vision for internet capital markets.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Solana: https://x.com/Solana Follow Catherine: https://x.com/catgu_ Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:31) Catherine's Crypto Journey (8:45) Why Solana Now (12:05) Solana Developer Platform (17:00) Privacy for Institutions (21:23) KYC and Attestations (27:50) Better Onchain Metrics (31:42) Solana's Liquidity Pitch (35:35) Institutional Adoption Inflection (40:12) Internet Capital Markets (44:30) Memecoins, Brand, and Growth (49:25) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Titan's Solution to Onchain Pricing | defipancakes

Lightspeed

Play Episode Listen Later Apr 9, 2026 51:12


 Gm! In today's episode, we're joined by defipancakes, Co-Founder and CTO of Titan, to discuss a major social engineering exploit affecting Drift, broader DeFi security practices, and the Solana ecosystem's response. We also explore Titan's new Dart routing product, market structure trends, stablecoin and tokenized asset activity, and evolving competition in onchain trading and perps. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Titan: https://x.com/Titan_Exchange Follow defipancakes: https://x.com/defythepancake Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:12) Drift Hack Fallout (4:28) Lessons From the Drift Hack (10:27) Titan Launches Dart (17:02) Conditional Liquidity Debate (22:09) Stablecoin and New Asset Flow (30:38) Onchain Routing's Future (36:23) Solana Foundation's Role (41:25) Phoenix vs. Bulk Perps (50:34) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Daily Crypto News
April 7: Quantum Threats Dominate Discussion, Solana Security Overhaul

Daily Crypto News

Play Episode Listen Later Apr 7, 2026 9:51


Bitcoin steadies near $68K with mixed moves as Iran ceasefire hopes clash with renewed Trump rhetoric and oil volatility, supported by strong Bitcoin ETF inflows ($471M on April 6). Quantum threats take center stage with Nobel warnings and Google's research underscoring risks to elliptic curve cryptography, prompting calls for post-quantum upgrades. Solana Foundation rolls out major security enhancements post-Drift exploit, while regulatory progress continues on SEC "reg crypto" proposals and CLARITY Act. Institutional buying (Strategy adds BTC) persists amid energy competition from AI—markets cautious but watching April catalysts like tax flows and geopolitics. Hosted on Acast. See acast.com/privacy for more information.

Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
The "NASDAQ of the Future": How Solana is Winning the Institutional Crypto Race w/ Catherine Gu

Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse

Play Episode Listen Later Apr 3, 2026 35:51


In today's episode, we sit down with Catherine Gu, Head of Product for Digital Assets at the Solana Foundation, to break down why institutions, banks, and fintech giants are increasingly choosing Solana and what that means for the future of crypto. From the explosion of stablecoins to the rise of tokenized real-world assets (RWAs), we examine the most significant shift currently happening in crypto: the transition from speculation to genuine financial infrastructure.~~~~~⁠⁠⁠⁠⁠⁠⁠

Lightspeed
The Institutional Shift Driving Crypto Forward

Lightspeed

Play Episode Listen Later Apr 2, 2026 45:18


Gm! In today's episode, we cover institutional crypto adoption, tokenization, and regulatory developments, along with Blockworks IR and disclosure frameworks. We also explore perpetual markets, product innovation, and trends across DeFi, neobanking, stablecoins, and DePIN as crypto and traditional finance continue to converge. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Dan Smith: https://x.com/smyyguy Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:59) Institutional Bull Market (5:20) Perps Come to America? (9:05) Why TTF Matters (14:31) Blockworks IR Is Live (19:30) What's Real at DAS? (28:13) Crypto Apps Become Neobanks (35:50) DePIN Finally Scales (42:26) What's Crypto's Next Game? (44:41) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
The Future of DeFi Trading: Routers, Perps, and MCP | Eugene Chen

Lightspeed

Play Episode Listen Later Mar 31, 2026 54:38


Gm! In this episode, Eugene Chen, CEO of Ellipsis Labs, joins us to break down Solana's evolving market structure and the launch of Phoenix Perps. We explore onchain trading design, routing and sequencing challenges, MCP's role, and how user behavior and incentives are shaping the future of DeFi. Enjoy! -- Follow Lightspeed: https://x.com/Lightspeedpodhq Follow Ellipsis Labs: https://x.com/ellipsis_labs Follow Eugene: https://x.com/0xShitTrader Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:25) Solana Market Structure Shift (8:07) Why Phoenix Perps Now (21:16) Why Perps Need No Router (29:39) What Solana Must Improve (34:49) The Block Builder Problem (43:24) Will DeFi Mimic TradFi? (52:48) Phoenix Perps Launch Plans (53:38) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Designing the Future of Payments Systems | Konstantin Richter & Tom Zschach

Lightspeed

Play Episode Listen Later Mar 26, 2026 22:36


Gm! This episode features a panel from DAS New York with Konstantin Richter and Tom Zschach. The discussion covers traditional financial infrastructure, the integration of digital assets, and emerging concepts like agentic payments, along with regulatory gaps, system design challenges, and how SWIFT intersects with evolving crypto-based payment systems.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Konstantin Richter: https://x.com/konstantin11 Follow Tom Zschach: https://x.com/TomZschach Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:08) What Are Agentic Payments? (7:29) Machine Accountability (12:23) Regulation Still Lags (17:16) Do Rails Replace Swift? (20:48) Crypto Needs Systems Design (22:14) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Thinking Crypto Interviews & News
NYSE SECURITIZE TOKENIZED STOCKS! TETHER USDT AUDIT & PENSION FUND TO BUY CRYPTO!

Thinking Crypto Interviews & News

Play Episode Listen Later Mar 25, 2026 20:13 Transcription Available


Crypto News: New York Stock Exchange taps Securitize to build its tokenized stock platform. Hostplus, a $105B Australian pension fund, is exploring Bitcoin and crypto access for its 2M members. Tether hires a 'Big Four' firm for a full audit of USDT reserves.Brought to you by

Thinking Crypto Interviews & News
BIG CRYPTO NEWS! BLACKROCK CEO REVEALS TOKENIZATION FUTURE!

Thinking Crypto Interviews & News

Play Episode Listen Later Mar 24, 2026 26:43


Crypto News: BlackRock CEO Larry Fink sees tokenization making investing with your phone as easy as payments. Sen. Warren requests details from MrBeast about its future plans for teens and crypto. Solana Foundation targets institutions with new privacy framework.Brought to you by

Lightspeed
Making Privacy the Default | Kru & Cal

Lightspeed

Play Episode Listen Later Mar 24, 2026 42:48


Gm! In today's episode, we're joined by Kru and Cal, co-founders of Umbra, to discuss building privacy infrastructure on Solana using MPC and zero-knowledge technologies. We cover product design, compliance, SDK integrations, and how privacy could drive institutional adoption and improve crypto usability. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Umbra Privacy: https://x.com/UmbraPrivacy Follow Cal: https://x.com/typi_cal_ Follow Kru: https://x.com/kru_tweets?lang=en Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:12) Founders' Backgrounds (5:53) Why Privacy Matters Now (7:38) What Umbra Is Building (12:01) How Privacy Works (15:57) Expansion and Regulation (22:50) UX, Adoption, and Business Model (26:32) Token and Roadmap (32:07) Future of Privacy (41:57) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

0xResearch
Hyperliquid, Solana, and Crypto's Outlook | Livestream

0xResearch

Play Episode Listen Later Mar 20, 2026 47:48


This week, Boccaccio, Danny, and Ian from Kairos Research discuss macro sentiment amid Middle East tensions, Hyperliquid's strong performance and oil trading volumes, the SEC and CFTC's crypto asset classification guidance, token unlock concerns for Pump.fun, the Solana Foundation's new tokens aggregator and its friction with Jupiter, and the broader debate around foundation-built products. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. – Follow Blockworks Research: https://x.com/blockworksres Follow Ian: https://x.com/Ian_Unsworth Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio — Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code 0X200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 — Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA —-- Timestamps (00:00) Introduction (02:53) Are Panicans Winning? (11:07) Hyperliquid Oil Trading (21:43) Crypto Regulation & Solana (44:54) Analyst of the Week —-- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter - - Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
The Future of Digital Assets | Regulation, Value Accrual, and Token Design

Lightspeed

Play Episode Listen Later Mar 19, 2026 69:23


Gm! In today's round up we are joined by Noah Goldberg of Theia Capital  to discuss new SEC guidance distinguishing digital commodities and securities, implications for token design and valuation, and evolving regulatory clarity. We also discuss token versus equity models, KYC tradeoffs, global market access, and whether the industry will shift toward tokenized equity or maintain diverse structures. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Noah: https://x.com/TraderNoah Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:00) SEC Framework (6:35) Market Impact & Value Accrual (13:47) Token Design & Tradeoffs (18:25) Onchain Securities & Regulation (23:50) Market Structure: Public vs. Private (28:54) Early Tokenization (37:28) Global Access & KYC (48:42) Token Models & Endgame (1:08:21) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

The Brave Marketer
How Stablecoins with Built-In Yield Could Revolutionize Everyday Spending

The Brave Marketer

Play Episode Listen Later Mar 18, 2026 34:06


Anna Yuan, founder of Perena and former head of stablecoins at the Solana Foundation, discusses how Perena is designing new on-chain financial products, including USD*, a liquid yield token that earns continuously while remaining spendable. We also explore why trust remains one of crypto's biggest challenges, how decentralized and traditional finance are converging, and what role AI agents may play in the future of payments and financial automation. Key Takeaways:  How Perena's USD* token allows users to earn continuous yield while still being able to spend their assets Why stablecoins could become a foundational layer for global financial coordination and programmable money Why people still don't trust blockchain, and what Web3 companies should do about it Why many financial services beyond payments remain largely untapped opportunities in crypto How agents and stablecoins will interact over time Guest Bio: Anna Yuan is the founder of Perena, a stablecoin fintech and asset manager. Perena's team embraces AI natively in their workflow, with all staff learning to code and design with AI tools. Anna built yield.bingo as a tutorial for new stablecoin users to earn yield. Previously she was the head of stablecoins at Solana Foundation. ---------------------------------------------------------------------------------------- About this Show: The Brave Technologist is here to shed light on the opportunities and challenges of emerging tech. To make it digestible, less scary, and more approachable for all! Join us as we embark on a mission to demystify artificial intelligence, challenge the status quo, and empower everyday people to embrace the digital revolution. Whether you're a tech enthusiast, a curious mind, or an industry professional, this podcast invites you to join the conversation and explore the future of AI together. The Brave Technologist Podcast is hosted by Luke Mulks, VP Business Operations at Brave Software—makers of the privacy-respecting Brave browser and Search engine, and now powering AI everywhere with the Brave Search API. Music by: Ari Dvorin Produced by: Sam Laliberte  

Lightspeed
Harmonic Fires Back in Solana's Block Building Wars | Ben Coverston

Lightspeed

Play Episode Listen Later Mar 17, 2026 60:56


Gm! In today's episode we are joined by Harmonic CEO Ben Coverston to discuss his background in quantitative trading and transition to crypto, the evolution of DeFi on Solana, and Harmonic's approach to block building and transaction scheduling. We also cover market structure debates, decentralization concerns, competition among block builders, and potential protocol changes like MCP and Alpenglow. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Harmonic: https://x.com/harmonic_gg Follow Temporal: https://x.com/temporal_xyz Follow Ben Coverston: https://x.com/HypoNyms Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:14) Ben's Background (9:34) The Temporal Ecosystem (13:14) Inside Harmonic: Solana's New Block Builder (22:37) Block Builder Wars & Criticism from Competitors (29:26) Solana's Future Architecture (50:07) The Future of DeFi Market Structure (1:00:13) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
MetaDAO's Permissionless Launchpad

Lightspeed

Play Episode Listen Later Mar 12, 2026 55:46


Gm! In today's episode we discuss crypto market volatility amid geopolitical tensions and rising institutional interest reflected in Solana ETF inflows. We also discuss tokenized equities and the push toward 24/7 trading, before exploring MetaDAO's evolving launchpad model, including permissionless fundraising, tokenholder protections, and challenges around launch cadence, incentives, and long-term platform sustainability. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Toma: https://x.com/toma_adv Follow Joe: https://x.com/j0e_cooks Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:04) Solana ETF Inflows (11:42) Tokenized Equities & Nasdaq Kraken (18:01) MetaDAO & Ownership Tokens (37:05) MetaDAO Business Model (53:51) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Crypto's Rebirth Moment | Tushar, Shayon and Spencer

Lightspeed

Play Episode Listen Later Mar 10, 2026 55:11


Gm! In this episode we are joined by Tushar Jain, Shayon Sengupta and Spencer Applebaum from Multicoin Capital to discuss their updated crypto investment thesis, emphasizing blockchains as infrastructure for global financial markets. The conversation explores themes including stablecoin-driven fintech, DeFi integration with traditional apps, tokenized assets, credible neutrality in blockchains, venture opportunities, evolving crypto market cycles, and emerging application experimentation. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Multicoin: https://x.com/Multicoin Follow Shayon: https://x.com/shayonsengupta?lang=en Follow Spencer: https://x.com/SpencerApplebau Follow Tushar: https://x.com/tushar_jain Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:39) Multicoin Update (9:18) Multicoin's New Crypto Thesis (14:26) FinTech 4.0 & Stablecoins (20:45) The DeFi Mullet Model (25:02) Credibly Neutral Blockchains (32:06) Where Multicoin Is Investing (37:10) The Current Crypto Market (42:46) Venture Opportunities in Crypto (53:06) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Tokenized Equities, Kamino RWAs and zachXBT Investigation

Lightspeed

Play Episode Listen Later Mar 5, 2026 53:26


Gm! In this episode, we discuss recent trends in the Solana ecosystem, including declining onchain revenue, continued inflows into Solana-related ETFs, and growth in tokenized equities. We also cover liquidity and structural challenges in onchain equity markets, RWA expansion on Kamino, and the Axiom insider trading controversy. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Toma: https://x.com/toma_adv Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:17) Solana Monthly Update (8:18) Tokenized Equities Explained (20:11) Onchain Stock Liquidity (24:16) RWAs on Kamino (38:51) Axiom Insider Trading (52:31) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Solana's Institutional Moment | Nick Ducoff

Lightspeed

Play Episode Listen Later Mar 3, 2026 44:15


Gm! In this episode we're joined by Nick Ducoff, Head of Institutional Growth at the Solana Foundation, to explore Solana's institutional adoption and the rise of internet capital markets. We discuss the growth of tokenized real-world assets, stablecoins, and onchain equities, alongside regulatory dynamics, institutional tooling gaps, and the structural advantages of public blockchains. We also discuss emerging opportunities in real estate, municipal bonds, and expanding global investor access. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Solana: https://x.com/Solana Follow Nick: https://x.com/nickducoff?lang=en Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:08) Nick's Path to Solana (8:25) Institutional Adoption in Action (10:49) Why Institutions Are Choosing Solana (20:37) Institutional Archetypes & Regulatory Constraints (23:49) The RWA Landscape: Yield, Stablecoins & Equities (31:51) Canonical Tokens vs Market Fragmentation (34:45) What's Next: Real Estate & Municipal Bonds (40:57) Why This Cycle is Different (43:24) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
0xResearch: Jito BAM and Solana Market Structure | Lucas Bruder

Lightspeed

Play Episode Listen Later Feb 26, 2026 51:28


Gm! In today's episode we have a 0xResearch crosspost where they were joined by Lucas Bruder, Co-Founder of Jito Labs to discuss Jito's BAM block builder on Solana, highlighting transparency, verifiability, and application-controlled execution. They also cover market structure, stake adoption, MCP, slot time reductions, and JitoSOL's ETF efforts. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Jito Labs: https://x.com/jito_labs Follow Lucas Bruder: https://x.com/buffalu__ Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Boccaccio: https://x.com/salveboccaccio Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:54) Why Jito Built BAM (5:50) Application-Controlled Execution Explained (11:30) MCP and Solana's Future (15:56) BAM Adoption and Stake Growth (33:13) Cutting Slot Times on Solana (40:28) JitoSOL and the ETF Push (47:09) AI, Products, and the Road Ahead (50:40) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
The DeFi-Native Prime Broker | MacBrennan Peet

Lightspeed

Play Episode Listen Later Feb 25, 2026 55:53


Gm! In this episode, we're joined by MacBrennan Peet, Founder of Project 0, to discuss how the platform is tackling capital and risk fragmentation across DeFi venues. We cover unified margin, cross-venue credit, automated strategies, dynamic risk management, integrations across Solana lending markets, and Project 0 Pay. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Project 0: https://x.com/Project0 Follow MacBrennan: https://x.com/macbrennan_cc Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:48) MacBrennan's Path to Project 0 (5:39) Rebuilding Prime Brokerage for DeFi (8:48) Unified Margin Across DeFi Venues (19:59) Automated DeFi Strategies (26:57) Risk Management & Asset Onboarding (31:51) The Evolution of Automated Strategies (35:19) Project 0 Pay Explained (46:33) Competing With DeFi Super Apps (51:10) What's Next for Project 0 (55:06) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Late Confirmation by CoinDesk
Solana's Vision for Real-World Value in APAC

Late Confirmation by CoinDesk

Play Episode Listen Later Feb 24, 2026 8:25


Solana's Lu Yin discusses the shift to Internet Capital Markets and how the network is scaling to bridge global finance with the APAC region. Solana Foundation's Head of APAC, Lu Yin, joins CoinDesk Live at Consensus Hong Kong to break down why Solana is the emerging infrastructure for global finance. In this interview, Yin explores the transition toward Internet Capital Markets, where global assets and payments settle natively on-chain. From navigating Asia's complex regulatory landscape to scaling for 3,000+ builders, discover how Solana is bridging the gap between Wall Street and the APAC region. - This episode was hosted live by Jennifer Sanasie at Consensus Hong Kong 2026, presented by Hex Trust.

Lightspeed
Solana's Block Building Battle: Jito BAM vs. Harmonic

Lightspeed

Play Episode Listen Later Feb 19, 2026 60:42


Gm! In this episode we discuss Blockworks' new Solana-focused Lightspeed IR platform and a report on Solana block building. We examine the rivalry between Jito BAM and Harmonic, impacts on transaction ordering, fees, market structure, validator clients, and the push toward protocol-level solutions like MCP and application-controlled execution.Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:42) Lightspeed IR Platform Launch (6:40) Block Building on Solana (12:28) Jito Bam vs. Harmonic: Architecture Breakdown (16:51) MEV, Fees, and Market Structure Impacts (34:04) MCP and Solana's Path Forward (48:49) What Happened to Jito and Harmonic? (55:55) Alpenglow & MCP Timeline (59:03) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Solana's Policy Push: Crypto's New Regulatory Era | Kristin Smith

Lightspeed

Play Episode Listen Later Feb 18, 2026 52:55


Gm! In today's episode we are joined by Kristin Smith to discuss her transition to the Solana Policy Institute, recent U.S. crypto policy shifts, and progress under the Genius Act. We also discuss the CLARITY Act, market structure reform, DeFi and developer protections, institutional adoption, and the importance of durable regulatory clarity. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Solana Policy Institute: https://x.com/SolanaInstitute Follow Kristin Smith: https://x.com/KristinSmith Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:01) Kristin Smith's Move to Solana (7:57) Crypto's Regulatory Turning Point (14:59) CLARITY Act & Market Structure (29:37) Protecting DeFi Developers (35:54) Institutional Access to Crypto (40:55) The Path to Lasting U.S. Crypto Clarity (50:49) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Solana's Changing Market Microstructure

Lightspeed

Play Episode Listen Later Feb 13, 2026 58:47


Gm! In this episode we cover Solana's recent onchain performance, revenue trends, and upcoming network upgrades. We also discuss ecosystem token dispersion, client competition between Jito BAM and Harmonic, market structure challenges for perps, Prop AMM profitability metrics, and MetaDAO's shift toward uncapped ICO raises and permissionless scaling. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:13) Solana Metrics, Upgrades, and Ecosystem Shifts (27:33) Prop AMMs: Volume vs. Profitability (36:15) ICO Design & Launchpad Models (56:33) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Building the Next-Gen Perps Engine on Solana | Tristan Frizza

Lightspeed

Play Episode Listen Later Feb 12, 2026 54:26


Gm! In today's episode we are joined by Tristan Frizza Co-Founder of Bullet to discuss his journey from Zeta Markets to founding Bullet, a next-gen Solana perps exchange. We also discuss Solana congestion challenges, network extensions, ZK rollup design, data availability via Celestia, proving with Succinct, launch plans, incentives, and token migration. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Bullet: https://x.com/bulletxyz Follow Tristan Frizza: https://x.com/Tristan0x Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:41) From Zeta to Bullet (11:44) Bullet's Design Overview (20:27) Celestia and ZK Proving Stack (27:46) Unlocking the Basis Trade (36:41) Bullet's Target Trading Audience (46:47) Mainnet Launch Strategy (50:48) Token Migration from Zeta to Bullet (52:33) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Crypto Stress Test: Fees, Volatility, and Chain Performance

Lightspeed

Play Episode Listen Later Feb 5, 2026 66:02


Gm! In this episode Danny, Dan and Ian discuss recent market volatility across crypto and commodities, onchain performance during stress events, chain fee dynamics, AI agents interacting with crypto rails, and Pump.fun's revenue, buybacks, and long-term value capture debate. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Kairos Research: https://x.com/Kairos_Res Follow Ian: https://x.com/Ian_Unsworth Follow Dan Smith: https://x.com/smyyguy Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:30) Market Stress and Onchain Performance (19:54) AI Agents and Crypto Rails (34:34) Pump.fun: Revenue, Buybacks, and Memecoin Markets (42:58) Solana and the Value Capture Debate (1:05:04) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Lightspeed
Building the Onchain Super App | Xiao-Xiao J. Zhu

Lightspeed

Play Episode Listen Later Feb 3, 2026 60:34


Gm! In this episode we are joined by Xiao-Xiao, President of Jupiter, to discuss his background and transition to Jupiter, the shift toward onchain finance, growth of decentralized trading, stablecoins, mobile adoption, institutional participation, and Jupiter's product strategy, and long-term vision for onchain financial infrastructure. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Jupiter: https://x.com/jupiterexchange Follow Xiao-Xiao: https://x.com/xxjzhu Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:55) Xiao-Xiao's Background (8:57) CeFi to DeFi (14:16) Scaling Onchain Finance at Jupiter (31:49) Jupiter Mobile Strategy (36:16) Cards on Jupiter (39:41) What's Holding Institutions Back? (50:45) How Jupiter Defines Success (59:40) Closing Comments -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.