Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon...
Crypto's Biggest Opportunity In 2025 | Weekly Roundup
Gm! This week we're joined by Dan Smith for another roundup. We deep dive into crypto's weekend liquidation event, crypto's biggest opportunity, Solana updates in 2025 & more. Enjoy!
--
Follow Dan: https://x.com/smyyguy
Follow Mert: https://x.com/0xMert_
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Just for Lightspeed listeners, visit bonkbets.io/lightspeed and connect your wallet to get 10% back on any losses to bet again. For a limited time, make two $10 bets on any game before March 1 2025 to get a free third $10 bet.
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:53) Crypto’s Weekend Nuke
(14:00) Bonk Bets Ad 1
(14:32) The Trump Impact
(18:01) SocialFi
(28:56) Stablecoin Supply Growth
(30:12) Bonk Bets Ad 2
(30:51) Solana’s Biggest Opportunity
(37:40) Solana Upgrades In 2025
--
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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
--------
45:29
The Solana Thesis: Internet Capital Markets With Kyle Samani
Gm! This week Kyle Samani joins the show to discuss his most recent piece "The Solana Thesis: Internet Capital Markets". We deep dive into Kyle's current thesis for Solana, bringing TradFi on chain, the opportunity in DePIN & AI, the state of crypto venture & more. Enjoy!
The Solana Thesis: Internet Capital Markets: https://multicoin.capital/2025/01/22/the-solana-thesis-internet-capital-markets/
--
Follow Kyle: https://x.com/KyleSamani
Follow Mert: https://x.com/0xMert_
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:19) The Solana Thesis: Internet Capital Markets
(03:57) Payments, Financial Services & The Role Of MEV
(07:04) Latency On Solana
(10:02) Ledger Ad
(10:49) What Is Conditional Liquidity?
(14:09) Bringing TradFi On Chain
(18:53) Atomic Composability
(23:33) UX Interoperability
(29:05) The Future Of Ethereum Is Coinbase
(36:46) Sandwich Attacks On Solana
(40:10) Fee Reductions In Crypto
(43:32) DePIN & AI
(47:57) The State Of Crypto VC
(50:34) The Solana ETF
--
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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
--------
55:02
The Pudgy Penguin Playbook With Luca Netz
Gm! This week, Luca Netz joins the show to discuss the future of Pudgy Penguins. We deep dive into the Pudgy origin story, why Luca launched PENGU on Solana, building in the Solana ecosystem, what's next in 2025, key advice for founders & so much more. Enjoy!
--
Follow Luca: https://x.com/LucaNetz
Follow Mert: https://x.com/0xMert_
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Renaud Partners has built the most elite network of native crypto marketers globally. They create custom, expert teams to support founders with transformative strategy work.
Trusted by some of the best founders, VC firms, and ecosystem leaders in the business, helping their teams expedite their marketing success and catalyze their growth.
If you’re a founder or a VC looking for support for your teams, I highly recommend connecting with them at RenaudPartners.com
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(00:58) The Pudgy Penguin Playbook
(06:41) The Pudgy Penguin Origin Story
(12:54) Renaud Partners Ad
(13:54) What Is Igloo?
(20:19) Creating Memetic Distribution
(25:22) Launching PENGU On Solana
(33:05) Building In The Solana Ecosystem
(38:55) Advice For Founders
(44:34) NFT IP Ownership
(52:53) Building Online Communities
(59:13) What’s Coming In 2025?
--
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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
--------
1:06:08
Solana vs Ethereum Restaking | Lucas Bruder & Sreeram Kannan
Gm! This week we are joined by Lucas Bruder & Sreeram Kannan to discuss everything you need to know about restaking on Solana vs Ethereum. We deep dive into why does restaking matter, how it differs on Solana vs Ethereum, is economic security a meme & more. Enjoy!
--
Follow Lucas: https://x.com/buffalu__
Follow Sreeram: https://x.com/sreeramkannan
Follow Mert: https://x.com/0xMert_
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:11) What Is Restaking?
(03:33) Jito’s Restaking
(06:25) The EigenLayer Origin Story
(13:59) The Restaking Business Model
(17:48) Why Does Restaking Matter?
(26:52) Restaking On Solana vs Ethereum
(34:37) Data Availability
(42:39) Solana’s Inflation Impact On Staking
(45:31) Is Economic Security A Meme?
(52:39) Biggest Misconceptions About Restaking
--
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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
--------
59:14
Solana's All Time High Chain Activity | Weekly Roundup
Gm! We're back with a special episode to discuss how Solana performed over the weekend as Trump launched his meme coin. We deep dive into the record on chain activity that occurred, how Solana managed to perform, the impact of Jito, what happened with Coinbase & more. Enjoy!
--
Follow Mert: https://x.com/0xMert_
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(02:27) Solana’s Chain Performance
(09:48) Ledger Ad
(10:36) Breaking On Chain Records & The Jito Impact
(18:54) Code Inefficiencies
(21:44) Landing Transactions
(26:54) Solana Outages
(28:12) Is The $TRUMP Launch Bad For Crypto?
(43:56) Coinbase
--
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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.