Gm! We're back with Carlos for another weekly roundup. We cover Solana’s SKR airdrop and token design, Solana Mobile’s strategy, renewed memecoin activity and launchpad economics, Pump.fun’s evolving revenue model, and tokenized stocks and internet capital markets on Solana.

Enjoy!

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

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Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

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

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Timestamps:

(0:00) Introduction

(2:23) SKR and the Solana Phone

(25:54) Trenches Revival

(43:09) Tokenized Stocks on Solana

(54:56) Closing Comments

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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode we’re joined by Saeed Badreg, CEO of Wormhole Labs, to discuss Solana’s push to expand onchain markets through cross-chain asset listings, historical bridge challenges, Sunrise’s coordinated go-to-market approach, liquidity and distribution strategies, and the future of tokenized assets.

Enjoy!

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

Follow Wormhole Labs: https://x.com/wormhole_labs

Follow Sunrise DeFi: https://x.com/sunrise_defi

Follow Saeed Badreg: https://x.com/shadddowfax

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

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

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Timestamps:

(0:00) Introduction

(1:51) Historical Pain Points

(9:50) How Sunrise Brings Assets to Solana

(31:33) Rethinking Token Distribution

(42:49) Future of Tokenized Markets

(51:11) Regulation’s Impact on Onchain Markets

(59:13) Closing Comments

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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode Jun Bug and kdot co-founders of BULK join us to discuss building a high-performance perpetuals exchange on Solana, testnet rollout plans, covering latency and reliability challenges, validator-based architecture, decentralization trade-offs and incentive structures.

Enjoy!

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

Follow BULK: https://x.com/bulktrade

Follow kdot: https://x.com/kdotcrypto?lang=en

Follow Jun Bug: https://x.com/junbug_sol

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

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

--

Timestamps:

(0:00) Introduction

(1:04) Why Perps Are So Hard to Build on Solana?

(16:27) BULK’s Testnet Launch

(21:36) Incentives, Stickiness, and Long-Term Users

(25:32) One Exchange, Infinite Market

(35:38) Network Congestion and Perps on Solana

(46:34) propAMMs in Perps Trading

(58:16) Closing Comments

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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! In this episode we are joined by Tom Curry to discuss Soar’s approach to tokenizing businesses, and improving fundraising via onchain models. We also cover internet capital markets, token–equity alignment, founder incentives, liquidity challenges, regulation, and onboarding retail investors into long-term, startup-focused crypto investing.

Enjoy!

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

Follow Soar: https://x.com/LaunchOnSoar

Follow Tom Curry: https://x.com/imtomcurry

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

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

--

Timestamps:

(0:00) Introduction

(1:25) Why SOAR?

(4:21) Meme Coins vs Real Value

(10:04) How SOAR Is Different

(25:29) Founder Control vs Governance

(32:25) Ideal Founders for SOAR

(36:34) Should Launchpads Curate?

(39:15) What Success Looks Like

(43:34) Challenges on the Token Side

(47:01) New Investors and Liquidity

(51:10) Learning From IPOs

(54:25) What's Next for SOAR?

(1:00:06) Closing Comments

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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This episode we’re joined by Austin Federa to discuss DoubleZero’s 2025 progress, its private fiber network, performance gains beyond the public internet, validator and stake incentivization, and more.
Enjoy!

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Follow Lightspeed: ⁠https://twitter.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/+QUl_ZOj2nMJlZTEx⁠

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Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. 

Start in seconds at sablier.com

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

--

Timestamps:

(0:00) Introduction

(2:16) DoubleZero 2025 Highlights

(7:23) Beyond the Public Internet

(22:51) Network Performance

(24:52) Sablier Ad

(25:21) Stake Incentivization Program

(33:51) Validator Incentives

(40:34) Sablier Ad

(41:03) Value Flow

(52:59) Liquid Staking

(56:12) Future Outlook

(1:08:29) Closing Comments

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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! We're back with Lucas from Jito to break down the new IBRL dashboard on Solana validator behavior. We also dive into token buybacks versus growth, governance design, and more.

Enjoy!

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

Follow Jito Labs: https://x.com/jito_labs

Follow Lucas Bruder: https://x.com/buffalu__?lang=en

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

--

Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com.

--

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

--

Timestamps:

(0:00) Introduction

(2:21) IBRL Dashboard

(9:58) Submitting Transactions

(17:51) Social Shaming Validators

(20:46) Sablier Ad

(21:14) Limitations of Cutting Swap Times

(28:17) Refining the IBRL Dashboard

(32:05) Sablier Ad

(32:34) Do Buybacks Actually Work?

(41:14) Could Jito Adopt Futarchy Based Governance?

(47:00) The Equity and Token Relationship

(49:18) Price Discovery and Market Structure

(55:23) Centralized Exchanges in 2026

(58:11) 2026 Predictions

(1:01:25) Closing Comments

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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! We're back with Matty Taylor to unpack what's next for Colosseum in 2026. We deep dive into where Matty sees the most opportunity right now, crypto token vs equity problem, token buybacks, Solana DeFi and more. Enjoy!

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

Follow Danny: https://x.com/defi_kay_

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

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

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PFOF on Solana: https://x.com/bqbrady/status/2005661528096436394

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peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

--

Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com.

--

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

--

(00:00) Introduction

(05:21) The Colosseum Model

(12:55) Colosseum’s Accelerator Cohort 4

(16:02) Peaq Ad

(16:28) Sablier Ad

(16:57) Where To Allocate In 2026?

(23:51) How To Fix Crypto’s Token Problem

(38:05) The Best Way To Launch A Token

(48:06) Peaq Ad

(48:32) Sablier Ad

(49:00) Token Buybacks

(52:05) Solana DeFi In 2026

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

Gm! We're back with Carlos for another weekly roundup. This week we discuss recent SOL ETF inflows, payment for order flow on Solana, why JitoSOL is losing market share, our 2026 predictions & more. Enjoy!

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Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

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

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

--

PFOF on Solana: https://x.com/bqbrady/status/2005661528096436394

--

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

--

Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com.

--

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

--

(00:00) Introduction

(01:01) Solana ETF Flows

(09:32) Peaq Ad

(09:58) Sablier Ad

(10:27) Payment For Order Flow On Solana

(19:20) Axiom’s Revenue Model

(30:38) Predictions In 2026

(47:31) Peaq Ad

(47:57) Sablier Ad

(48:25) Why Is JitoSOL Losing Market Share?

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

Gm! We're back with Teddy and Ian at Kairos Research for a discussion on what to expect heading into 2026. We deep dive into the behind the scenes of running a validator, Solana's inflation dynamics, the perps opportunity, are token buybacks actually positive & more. Enjoy!

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Follow Ian: https://x.com/Ian_Unsworth

Follow Teddy: https://x.com/Teddy_oost

Follow Danny: https://x.com/defi_kay_

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

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

--

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

--

Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com.

--

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

--

(00:00) Introduction

(02:15) Running A Validator

(14:18) Peaq Ad

(14:44) Sablier Ad

(15:12) Solana’s Inflation Rate

(21:35) Crypto In 2026

(28:23) The Path Forward For Pump Fun

(35:59) Lighter vs Hyperliquid

(45:26) Token Buybacks

(52:32) Peaq Ad

(52:58) Sablier Ad

(53:27) The Hyperliquid Stablecoin Strategy

(57:26) Solana Perps In 2026

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

Gm! We're back with Dan & Carlos for our final roundup of the year. We deep dive into the current DEX landscape, crypto's token vs equity dilemma, prop AMMs, onchain equities & more. Enjoy!

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

Follow Danny: https://x.com/defi_kay_

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

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

--

peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

--

Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com.

--

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

--

(00:00) Introduction

(01:02) The State of Prop AMMs

(11:55) Peaq Ad

(12:21) Sablier Ad

(12:50) How To Build A Moat In Crypto?

(22:56) Crypto’s Token Dilemma

(44:36) Peaq Ad

(45:03) Sablier Ad

(45:31) Onchain Equities

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