Gm! This week Brandon Potts joins the show to discuss Solana's next catalyst. We deep dive into the state of Solana, DeFi 2.0, the impact of institutions on crypto markets, are ETFs & DATs underpriced by the market & more. Enjoy!

--

Follow Brandon: https://x.com/b_potts23

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

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

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

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

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users.

The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out.

--

Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking.

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/

--

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

--

(00:00) Introduction

(03:47) The State Of Solana

(05:57) Will DATs & ETFs Be SOL’s Next Catalyst?

(19:04) Katana Ad

(19:56) Eigenlayer Ad

(20:57) Does Onchain Activity Matter For Token Price?

(30:21) Stablecoins & DeFi 2.0

(37:43) Katana Ad

(38:34) Eigenlayer Ad

(39:36) Crypto’s Value Proposition

(54:25) How Does Solana Compete With Alt L1’s?

(59:20) The Solana End Game

--

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