Gm! This week we're joined by Mike Dudas & Carl Vogel of 6th Man Ventures for a discussion on the investing landscape in crypto. We deep dive into the Solana ETF application, why crypto needs more applications, the promise of AI & DePin, crypto's airdrop dilemma & much more. Enjoy!

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Follow Mike: https://x.com/mdudas

Follow Carl: https://x.com/carlkvogel

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(00:00) Introduction

(01:16) The 6th Man Ventures Origin Story

(06:00) Solana ETF

(09:39) 6MV's Investing Thesis

(12:36) Access Protocol Ad

(13:15) Alt L1s

(14:53) Ethereum's L2 Roadmap

(19:49) Appchains & Composability

(23:40) Time For Crypto Applications.. Not Infra

(27:43) AI & DePin

(32:26) Permissionless III Ad

(33:29) Airdrops

(42:51) Crypto's Token Vesting Problem

(48:25) Liquid vs Venture Investing

(50:46) Advice For Founders

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