Gm! This week Viktor Fischer joins the show to discuss his journey to investing in Solana in the early days to today. We deep dive into what gave Viktor conviction to buy Solana in 2018, how the thesis has evolved ever since, DoubeZero, crypto treasury vehicles, Solana DeFi & 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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(00:00) Introduction

(03:05) The Solana Origin Story

(11:33) Katana Ad

(12:35) The L1 Debate Is Over

(17:06) RockawayX’s Updated Solana Thesis

(27:59) What’s The Endgame For Solana?

(31:17) Katana Ad

(32:20) Tokenization & Bringing Assets Onchain

(43:17) Crypto Treasury Vehicles, mNAVs & Solana DeFi

(50:54) DoubleZero

(01:01:00) Frankendancer

(01:02:21) Pump Fun

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