Episoder
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Gm! In today’s episode, we’re joined by Hardhat Chad, Foreman at ORE, to discuss the origins and evolution of ORE Protocol, including its transition from proof-of-work mining on Solana to its current grid mining system. We cover mining incentives, token emissions, protocol revenue and buybacks, proof of useful work, community governance, security improvements, quantum-resistant infrastructure, validator decentralization, and future plans for ORE’s ecosystem, liquidity, and foundation structure.
Enjoy!
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Timestamps:
(0:00) Introduction
(1:43) ORE’s Origin Story
(7:18) Why Bitcoinomics Broke
(10:49) Proof Of Work’s Value Leak
(12:57) Mining Design Tradeoffs
(21:42) Revenue, Buybacks, And Burns
(23:48) Rewarding Long-Term Holders
(28:29) V4 Reduces Roulette Risk
(35:33) Forks, Rugs, And Security
(44:37) Future-Proofing ORE
(52:45) Foundation And Liquidity Roadmap
(55:05) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode we cover prediction market activity around major sporting events, growing interest in tokenized equities following recent IPOs, the role of platforms like Backpack in bringing stocks onchain, liquidity and market structure challenges, the relationship between tokens and equity, evolving governance models, DeFi use cases for tokenized assets, and the rise of institutional-focused trading infrastructure on Solana.
Enjoy!
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Timestamps:
(0:00) Introduction
(3:22) Prediction Markets Chase Sports
(7:04) IPOs Push Stocks Onchain
(15:10) Liquidity Fragmentation Risks
(25:28) Backpack Token Meets Equity
(32:29) Do Tokens Still Matter?
(37:03) Tokens And Equity Converge
(46:40) Equity Collateral In DeFi
(47:51) Solana Trading Frontends Rise
(56:17) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Mangler du episoder?
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Gm! In this episode, we’re joined by Anas Khader, Founder of Flash Trade, to discuss the protocol’s journey from building alongside Mango Markets to launching a Solana-native perpetuals exchange. We cover Flash Trade’s pool-to-peer liquidity model, expansion into equities, commodities, and forex perps, its new Magic Block-powered execution engine, security and oracle design, the future of 24/7 markets, and how Solana’s evolving infrastructure is shaping the next generation of onchain trading.
Enjoy!
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--
Timestamps:
(0:00) Introduction
(1:18) Flash Trade Origin Story
(6:23) Pool-To-Peer Perps
(11:22) New Asset Markets
(16:46) Magic Block Design
(26:08) Competing In Perps
(32:08) Oracle And Security Risks
(39:15) Next Perps Frontier
(42:49) Solana's Growth Path
(48:04) Solana UX Improvements
(51:07) Try Flash V2
(52:13) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets.
Learn more: https://blockworks.com/insights/blockworks-acquires-messari
Follow Blockworks on X: https://x.com/Blockworks
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Follow Jason on X: https://x.com/JasonYanowitz -
Gm! In today’s episode, we discuss Solana’s value accrual challenges, including proposed tokenomics changes, fee burn mechanisms, inflation reduction, and network upgrade timelines. We also examine the release of Anthropic’s Claude Fable model and its implications for software development, cybersecurity, and crypto, before exploring DeFi security risks, protocol valuations, and Michael Saylor’s influence on Bitcoin markets.Enjoy!
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--
Timestamps:
(0:00) Introduction
(4:19) Claude Fable Hits Crypto
(12:38) Is DeFi Still Safe?
(18:59) Valuing Hackable Protocols
(22:19) Saylor Shakes Bitcoin
(30:06) Bitcoin vs Fundamentals
(34:14) Solana Value Accrual
(40:21) Can Solana Charge Rent?
(46:13) Burn vs Issuance
(51:32) Solana’s Upgrade Bottleneck
(55:57) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In this episode we’re joined by Ben Nadareski, Co-Founder and CEO of Solstice, to discuss his background in traditional finance and crypto, the development of Solstice’s tokenized yield infrastructure on Solana, and the roles of its USX, eUSX, and SLX assets. We also cover institutional and retail adoption, delta-neutral and private credit strategies, planned AI-focused products, token utility, regulatory considerations, and the broader goal of making yield-generating financial products accessible onchain.Enjoy!
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Timestamps:
(0:00) Introduction
(1:41) Ben’s Crypto Origin
(7:30) What Solstice Builds
(12:02) How Solstice’s Yield Engine Works
(16:09) Solstice vs Ethena
(19:09) New Yield Strategies
(26:04) Tokenized Yield Versus Vaults
(29:27) Who Uses Solstice?
(37:25) Regulatory Roadblocks
(42:38) SLX Token Utility
(47:29) Solstice In 2027
(49:36) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode we discuss recent developments in U.S. cryptocurrency perpetual futures regulation, including CFTC approval of Bitcoin perpetual contracts and implications for centralized and decentralized trading platforms. We also cover a proposed Solana fee mechanism aimed at increasing token burn, before examining the surge in Pokémon card speculation and the growth, economics, and risks of onchain trading card platform Collector Crypt.
Enjoy!
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--
Timestamps:
(0:00) Introduction
(2:34) US Perps Go Legit
(17:20) Solana’s Fee Debate
(26:00) Tradeoffs for Users
(41:13) Pokémon Cards Go Parabolic
(44:04) Collector Crypt’s Gacha Boom
(59:19) Valuing the $CARDS Token
(1:03:02) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In this episode, we're joined by Brian Huang, Co-Founder of Glider, to discuss his journey from institutional trading and crypto custody to building an onchain investing platform. We explore the rise of tokenized assets, portfolio automation, chain abstraction, DeFi yield opportunities, risk management, institutional adoption, and the future of personalized investing. Brian also shares Glider's vision for automated investment workflows and the next generation of onchain financial products.
Enjoy!
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Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh
--
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--
Timestamps:
(0:00) Introduction
(1:28) Brian’s Crypto Origin
(3:52) Why Glider Exists
(8:47) Wallets Need Better UX
(13:38) Personalized Investing Arrives
(17:38) Automated Strategies
(24:18) Tokenized Stocks Reality Check
(28:31) Abstracting DeFi Complexity
(33:04) Curating Onchain Risk
(36:39) Insurance Tradeoffs
(43:34) Glider’s Roadmap
(50:28) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode, we’re joined by Thomas Lefort, Co-Founder of Exponent, to discuss the evolution of onchain interest rate markets, the limitations of Exponent’s first product iteration, and the launch of Exponent V2. We cover fixed-rate DeFi infrastructure, RWAs, strategy vaults, risk management, institutional adoption, and the growing demand for more sophisticated yield products on Solana.
Enjoy!
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--
Timestamps:
(0:00) introduction
(1:18) Thomas Enters Crypto
(2:48) Why Exponent Exists
(5:05) V1 Fixed-Rate Markets
(9:36) RWAs Drive Yield Demand
(14:06) Exponent V2 Rebuild
(18:06) Strategy Vault Launch Partners
(22:11) V2 Launch Timeline
(25:41) Why Crypto Rates Lag
(30:03) Managing DeFi Risk
(37:07) Winning Issuer Distribution
(43:59) What Assets Come Next
(48:28) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode, we’re joined by Robin, CEO and Founder of Raiku, to discuss his background in crypto and the development of Raiku’s Solana infrastructure products focused on faster, more predictable transaction execution. We cover validator economics, stake dynamics, enterprise trading infrastructure, institutional adoption challenges, upcoming Solana network upgrades, and the evolving role of market structure across the ecosystem.Enjoy!
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--
Timestamps:
(0:00) Introduction
(1:56) Robin’s Crypto Origin
(6:59) Raiku’s Differentiation
(10:24) Alpenglow’s Impact
(13:01) Why Determinism Matters
(17:47) Raiku’s Target Customers
(20:13) Why Stake Coverage Matters
(26:44) New Enterprise Products
(33:18) Solana’s Demand Problem
(36:43) TradFi’s Onchain Risks
(42:11) Sol Revenue Streams
(49:22) Raiku’s Product Roadmap
(50:56) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In this episode, we’re joined by Christopher Perkins, CEO of 250 Digital Asset Management, to discuss Franklin Templeton’s acquisition of 250 Digital Asset Management, the institutional adoption of crypto, tokenization, regulatory developments, DeFi infrastructure, derivatives markets, and prediction markets. We also explore the convergence of AI and crypto, public market access, operational risk, and the evolving relationship between traditional finance and blockchain-based systems.
Enjoy!
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--
Timestamps:
(0:00) Introduction
(1:51) Franklin Templeton Acquisition
(5:24) Regulation Unlocks Institutions
(10:01) Tokenization’s Next Wave
(17:08) Onchain Versus Wall Street
(23:06) Risks Holding Institutions Back
(28:08) Law Still Applies Onchain
(35:55) Crypto’s Strongest Theses
(40:43) Democratizing Financial Access
(44:14) Franklin Templeton’s Crypto Roadmap
(46:42) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode, we’re joined by Kash Dhanda, COO of Jupiter, to discuss Jupiter’s expanding DeFi strategy, including USDE integration, yield-generating assets, lending models, tokenized stocks, and perpetuals. We also cover stablecoin infrastructure, JLP and Jupnet development, Solana’s positioning in the broader crypto ecosystem, and Jupiter’s efforts to simplify DeFi products for mainstream users.
Enjoy!
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--
Timestamps:
(0:00) Introduction
(2:30) Jupiter’s USDE Push
(6:15) Bitwise Enters DeFi
(8:14) Yield Assets on Jupiter
(10:30) Lending Without Liquidations
(12:11) Tokenized Stocks Onchain
(20:21) Jupiter’s Super App Strategy
(26:14) DIY DeFi Is Over
(32:13) JUPUSD Stablecoin Strategy
(35:53) Perps Beyond Crypto Natives
(38:49) JLP, Jupnet, Solana
(45:41) Winning Real Users
(54:36) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode we’re joined by Lucas Bruder, CEO of Jito Labs, to discuss the launch of JTX, a new Solana trading platform focused on professional retail users. We also cover transaction execution, Bam infrastructure, pricing improvements, competition with centralized exchanges, Solana market structure, prediction markets, privacy features, and Jito’s long-term vision for onchain trading.Enjoy!
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Timestamps:
(0:00) Introduction
(1:14) What Is JTX?
(3:35) Building Better Trading UX
(7:02) Bam Plugins And Pricing
(9:11) Winning Hyperliquid Traders
(12:48) Everything Exchange Thesis
(14:00) Solana Market Structure
(17:00) 12 Month Success Vision
(18:22) Jito Product Synergies
(20:52) Vertical Integration Concerns
(22:52) Private Order Automation
(23:52) Desktop First, Mobile Soon
(25:28) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode, we’re joined by Chris from Loyal to discuss building smart-account infrastructure on Solana to automate onchain financial tasks, including stablecoin yield optimization and agent-driven policies. We cover smart wallets, Seeker app development, consumer crypto UX, token-based fundraising through MetaDAO, community building, and the broader future of agentic finance and payments.
Enjoy!
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--
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--
Timestamps:
(0:00) Introduction
(1:27) Why Smart Wallets Matter
(4:02) Loyal’s Origin Story
(14:16) Smart Accounts Meet Fintech
(18:59) Why Solana Lagged EVM
(21:54) Real Agent Finance Use Cases
(32:13) Why Launch on Seeker
(37:56) Token Launch Lessons
(54:42) Loyal’s Roadmap
(56:37) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode, we’re joined by Eric and Hayden from Jito to discuss Solana Accelerate, the launch of Jito’s Maker Prioritization Plugin, and broader efforts to improve Solana’s market structure through more deterministic transaction scheduling. We also cover validator incentives, BAM architecture, plugin experimentation, perp and prediction markets, tokenized assets, and why user experience and distribution will be critical for driving on-chain trading adoption.
Enjoy!
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Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh
--
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--
Timestamps:
(0:00) Introduction
(2:23) Solana Accelerate Recap
(6:22) Jito’s Maker Prioritization Plugin
(9:56) Why Scheduler Rules Matter
(13:42) Bam Adoption and Validator Incentives
(18:22) Competing for Top of Batch
(22:42) Faster Onchain Time
(29:12) Bam After Solana Upgrades
(34:13) Plugins Unlock New Use Cases
(38:57) Building for Perps
(41:32) What Better Market Structure Enables
(49:06) UX, GTM, and Card Markets
(56:05) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode, we’re joined by Aya Kantorovich, Co-CEO of Upshift, to discuss the development of multi-chain vault infrastructure, its origins in onchain prime brokerage, and key lessons from past market failures. We cover security risks, institutional adoption, evolving regulation, cross-chain expansion, and broader trends including 24/7 markets, credit strategies, and tokenized assets.
Enjoy!
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Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh
--
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--
Timestamps:
(0:00) Introduction
(1:24) Upshift’s Vault Origin
(5:41) Customer Demand Shapes Product
(9:18) Vault Security and Risk
(17:49) Why Institutions Want Vaults
(24:53) Solana Vault Roadmap
(32:53) Avoiding Mercenary Capital
(38:32) Regulation Gets Easier
(42:46) 24/7 Markets and Perps
(56:48) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode we discuss Solana’s Q1 performance, highlighting growth in tokenized real-world assets and shifting trading activity. We also cover Pumpfun’s buyback changes, Pumpcade’s token-equity model, and broader challenges in building competitive perpetuals markets on Solana, including liquidity, user acquisition, and infrastructure constraints.
Enjoy!
--
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Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh
--
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--
Timestamps:
(0:00) Introduction
(2:53) RWA Momentum Builds
(9:17) Pump Fun Buyback Burn
(20:44) Pump Cade’s ACE Experiment
(32:10) Solana Perps Debate
(37:55) Bulk’s Validator Sidecar Bet
(51:31) Phoenix’s Onchain Bet
(53:45) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode, we’re joined by Dann and Miir of Meteora to discuss their role as a core liquidity layer on Solana. We cover their evolution from integrations to product focus, the shift from passive yield farming to active LP strategies, and what’s next for DeFi liquidity.Enjoy!
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Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh
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--
Timestamps:
(0:00) Introduction
(1:57) Meteora Origins
(5:49) Launchpad Integration Push
(11:33) Jupiter And Meteora
(12:55) Yield Farming Evolves
(21:22) LPing As Trading
(25:50) Long Tail Liquidity
(34:37) Product Roadmap
(41:55) What Comes Next
(45:06) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In this episode, we’re joined by Xavier Ekkel, Founder of PreStocks, to explore the rise of PreStocks and tokenized access to private equity. We cover pricing and liquidity dynamics, Solana’s role in distribution, retail participation, onchain price discovery, IPO transitions, and the broader evolution of tokenized pre-IPO markets.
Enjoy!
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Follow Lightspeed: https://x.com/Lightspeedpodhq
Follow PreStocks: https://x.com/PreStocks
Follow Xavier: https://x.com/XavierEkkel
Follow Carlos: https://x.com/0xcarlosg
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Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(0:00) Introduction
(1:33) PreStocks' Background
(6:02) How PreStocks Are Priced
(14:59) Why Solana and Why Retail
(24:43) Price Discovery to IPO
(35:01) Which Private Names Matter?
(40:14) Distribution and Next Steps
(46:30) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm! In today’s episode, we’re joined by Ian Unsworth, Co-founder of Kairos Research, to break down the KelpDAO hack and its impact on DeFi, from liquidity outflows to risk management. We also cover stablecoin yield strategies, Ethena’s backing model, Layer 2 risks like Scroll, and emerging infrastructure like DoubleZero Edge.
Enjoy!
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Follow Lightspeed: https://x.com/Lightspeedpodhq
Follow Kairos Research: https://x.com/Kairos_Res
Follow Ian: https://x.com/Ian_Unsworth
Follow Danny: https://x.com/defi_kay_
Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(2:56) rsETH Hack
(11:40) Are DeFi Rates Worth It?
(19:45) Scroll’s Gas Price Controversy
(25:46) Ethena’s Backing and Yield Model
(38:48) Why DoubleZero Edge Matters
(45:39) Solana Value Capture Debate
(58:22) Where DoubleZero Goes Next
(1:00:55) Closing Comments
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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed. - Se mer
