December 11, 2025

Solana's Onchain Nasdaq Thesis | Carlos Gonzalez Campo

1 hour

Gm! We're back with Carlos to discuss the latest happening in Solana today. We deep dive into the state of the network, Solana's decentralized Nasdaq thesis, Jupiter's super-app vision & more. Enjoy!

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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.

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(00:00) Introduction

(02:46) State of The Solana Network

(10:20) Solana’s Inflation Proposal

(19:39) Peaq Ad

(20:05) Sablier Ad

(20:34) Jupiter’s DeFi SuperApp Vision

(34:18) Pump Fun Revenues

(42:04) Peaq Ad

(42:30) Sablier Ad

(42:58) Solana’s Opportunity In 2026

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.

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