Gm! This week we're joined by Ryan Connor to discuss the launch of the Believe app. We deep dive into is Believe a new model for VC, the memeification of capital markets, finding product market fit, Pump's sniping problem & more. Enjoy!

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Follow Ryan: https://x.com/_ryanrconnor

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

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

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

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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

--

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

--

Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

--

(00:00) Introduction

(00:47) Solana’s Latest Launchpad

(04:25) A New Model For Venture Capital?

(14:39) Ledger Ad

(15:25) The Memeification Of Capital Markets

(17:38) Does The Zora Model Make Sense?

(20:33) Regulatory Arbitrage

(30:46) Does Believe Have PMF?

(32:15) Ledger Ad

(33:01) Pump.fun’s Sniping Problem

(37:47) Final Thoughts

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Gm! This week we're joined by Sergej Kunz to discuss 1inch's recent launch on Solana. We deep dive into building on the EVM vs SVM, 1inch's path forward, powering cross chain liquidity, how to improve execution & more. Enjoy!

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Follow Sergej: https://x.com/deacix

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

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

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

--

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

--

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

--

Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

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(00:00) Introduction

(01:24) Launching 1inch On Solana

(08:15) Zenrock Ad

(08:58) Execution On Solana

(17:42) Building On The EVM vs SVM

(20:58) Sandwich Attacks

(28:17) Zenrock Ad

(29:00) Building A DEX Aggregator Business

(35:55) The Path Forward For 1inch

(36:57) Cross Chain Liquidity

(43:23) What’s Next For 1inch?

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Gm! This week we're back with another weekly roundup. We deep dive into Solana;s recent bug fix, Ethereum's big pivot, how to build the most performant L1 & more. Enjoy!

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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

--

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

--

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

--

Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

--

(00:00) Introduction

(01:24) Solana’s Bug Fix

(13:00) Ledger Ad

(13:45) Ethereum’s Big Pivot

(19:18) Can Ethereum Scale The L1?

(28:49) Ledger Ad

(29:34) Solana’s DEX Landscape

(40:48) The Most Performant L1 Will Be The Most Decentralized

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Gm! This week we're joined by Thomas Uhm to discuss his journey to joining Jito. We deep dive into the institutional demand for crypto, treasury companies vs ETFs, crypto's market making problem & more. Enjoy!

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(00:00) Introduction

(04:45) Institutional Demand For Jito

(12:56) Zenrock Ad

(13:40) How Does Jito Capture Value?

(21:28) Solana Treasury Companies vs ETFs

(25:00) Zenrock Ad

(25:44) The Investment Thesis For Solana

(37:09) Crypto’s Market Making Problem

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Gm! This week we're joined by Kash Dhanda live at Solana Crossroads to discuss the end game for Jupiter. We deep dive into building crypto's DeFi super-app, Jupiter's revenue breakdown, Solana vs app revenue, what's next for Jupiter & more. Enjoy!

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(00:00) Introduction

(01:26) The Jupiter End Game

(07:40) Growing Market Share

(12:02) Ledger Ad

(12:48) Jupiter’s Revenue Breakdown

(21:46) Does Jupiter Have A Moat?

(24:52) Is The AMM Model Doomed?

(30:40) Ledger Ad

(31:26) Solana vs App Revenue

(37:54) The JUP Token

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Gm! This week we're joined by Austin Federa live at Solana Crossroads to discuss the latest happening with Solana & DoubleZero. We deep dive into the importance of speed for capital markets, the rise of alt L1s, how to remain competitive as a blockchain & more. Enjoy!

(01:23) An Update On DoubleZero

(09:00) Zenrock Ad

(19:25) The Rise Of Alt L1s

(24:51) Firedancer

(27:10) Zenrock Ad

(27:54) How To Remain Competitive?

(31:50) Hyperliquid

(33:56) Does Decentralization Actually Matter?

(37:48) Tokenization

Gm! This week we're back with another weekly roundup. We deep dive into what's happening with Zora, crypto's transparency problem, bot sniping on pump.fun, the Microstrategy playbook on Solana & more. Enjoy!

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

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

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

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

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

--

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

--

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

--

Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

--

(00:00) Introduction

(00:52) What’s Going On With Zora?

(10:56) Ledger Ad

(11:42) SocialFi On Crypto

(18:05) Unpacking The Zora Airdrop

(22:12) Crypto’s Transparency Problem

(24:47) Zora Data Dive

(27:14) Ledger Ad

(28:00) Bot Sniping & Pump.Fun Revenue

(37:20) The Microstrategy Of Solana Playbook

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Miller Whitehouse-Levine to discuss the launch of the Solana Policy Institute. We deep dive into the state of crypto policy in Washington, what a Trump presidency means for the future of crypto, the STABLE act & what the industry should focus on from a policy standpoint. Enjoy!

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Follow Miller: https://x.com/millercwl

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

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

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

--

Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

--

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

--

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

--

(00:00) Introduction

(01:18) Founding The Solana Policy Institute

(11:04) Zenrock Ad

(11:48) The State Of Crypto Policy In DC

(17:51) A New Era Of Crypto Policy

(22:44) How To Avoid Regulatory Capture

(28:31) Trump’s Impact On Crypto

(32:52) ZenRock Ad

(33:35) The STABLE Act

(42:34) Are Tokens Securities?

(50:58) The Crypto Task Force

(52:36) What’s Next For Crypto Policy In 2025?

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Matty Taylor to discuss the Colosseum playbook. We deep dive into what founders are building, the rise of vibe coding, finding product market fit & more. Enjoy!

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Follow Matty: https://x.com/mattytay

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

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

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

--

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

--

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

--

Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

--

(00:00) Introduction

(02:22) The Colosseum Playbook

(06:45) Accelerating Solana’s Founder Ecosystem

(10:38) Ledger Ad

(11:24) MetaDAOs Futarchy Launchpad

(14:38) Vibe Coding

(18:53) Is The Crypto & AI Meta Dead?

(22:33) Memcoins

(25:15) Advice For Founders

(30:24) What’s Next For Ore?

(35:33) Is Jack Dorsey Satoshi?

(37:31) Ledger Ad

(38:16) Bitcoin Will Hit $1 Million

(42:49) Finding Product Market Fit

(48:08) The Colosseum Hackathon

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're joined by Michael Sonnenshein to discuss the future of tokenization. We deep dive into the launch of BUIDL: crypto's largest tokenized fund, institutional demand to build on Solana, Ripple's $1.25b acquisition & more. Enjoy!

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Michael: https://x.com/Sonnenshein

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

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

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

--

Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.

--

Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv

--

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

--

(00:00) Introduction

(04:02) Launching The BUIDL Fund

(06:29) Working With Ethena

(09:49) Zenrock Ad

(10:32) Tokenization

(16:27) Institutional Demand To Build On Solana

(19:22) DeFi’s Breakout Moment

(23:48) Crypto Payments

(26:47) Should We Tokenize Everything?

(30:17) Zen Rock Ad

(31:01) Ripple’s $1.25b Hidden Road Acquisition

(32:50) Final Thoughts

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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.