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.