Gm! This week Michael Marcantonio joins the show to discuss the future of Solana & DeFi. We deep dive into Michael's thesis for internet capital markets, Solana's decentralized Nasdaq end state, the role of DATs in DeFi, the Galaxy business model & more. Enjoy!

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Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

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(1:59) The Ultimate Solana Thesis

(5:27) DeFi At Galaxy

(7:21) Solana's Decentralized Nasdaq Thesis

(12:32) Katana Ad

(13:35) Forward Industries & Solana DATs

(34:22) Integrating DeFi With Solana DATs

(42:18) Internet Capital Markets

(52:51) Katana Ad

(53:54) The Rise of Prop AMMs

(1:04:33) The Galaxy Business Model & Launching GalaxyOne

(1:12:11) L1s, L2s & Scalability

(1:27:40) What Does Solana Need To Improve?