Gm! In today’s episode we have a 0xResearch crosspost where they were joined by Lucas Bruder, Co-Founder of Jito Labs to discuss Jito’s BAM block builder on Solana, highlighting transparency, verifiability, and application-controlled execution. They also cover market structure, stake adoption, MCP, slot time reductions, and JitoSOL’s ETF efforts.

Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Jito Labs: https://x.com/jito_labs

Follow Lucas Bruder: https://x.com/buffalu__

Follow Sam: https://x.com/minnus

Follow Carlos: https://x.com/0xcarlosg

Follow Boccaccio: https://x.com/salveboccaccio

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Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh

--

Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

--

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--

Timestamps:

(0:00) Introduction

(1:54) Why Jito Built BAM

(5:50) Application-Controlled Execution Explained

(11:30) MCP and Solana's Future

(15:56) BAM Adoption and Stake Growth

(33:13) Cutting Slot Times on Solana

(40:28) JitoSOL and the ETF Push

(47:09) AI, Products, and the Road Ahead

(50:40) 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 MacBrennan Peet, Founder of Project 0, to discuss how the platform is tackling capital and risk fragmentation across DeFi venues. We cover unified margin, cross-venue credit, automated strategies, dynamic risk management, integrations across Solana lending markets, and Project 0 Pay.

Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Project 0: https://x.com/Project0

Follow MacBrennan: https://x.com/macbrennan_cc

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh

--

Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(1:48) MacBrennan's Path to Project 0

(5:39) Rebuilding Prime Brokerage for DeFi

(8:48) Unified Margin Across DeFi Venues

(19:59) Automated DeFi Strategies

(26:57) Risk Management & Asset Onboarding

(31:51) The Evolution of Automated Strategies

(35:19) Project 0 Pay Explained

(46:33) Competing With DeFi Super Apps

(51:10) What's Next for Project 0

(55:06) 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 discuss Blockworks’ new Solana-focused Lightspeed IR platform and a report on Solana block building. We examine the rivalry between Jito BAM and Harmonic, impacts on transaction ordering, fees, market structure, validator clients, and the push toward protocol-level solutions like MCP and application-controlled execution.Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Sam: https://x.com/minnus

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh

--

Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(3:42) Lightspeed IR Platform Launch

(6:40) Block Building on Solana

(12:28) Jito Bam vs. Harmonic: Architecture Breakdown

(16:51) MEV, Fees, and Market Structure Impacts

(34:04) MCP and Solana's Path Forward

(48:49) What Happened to Jito and Harmonic?

(55:55) Alpenglow & MCP Timeline

(59:03) 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 are joined by Kristin Smith to discuss her transition to the Solana Policy Institute, recent U.S. crypto policy shifts, and progress under the Genius Act. We also discuss the CLARITY Act, market structure reform, DeFi and developer protections, institutional adoption, and the importance of durable regulatory clarity.

Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Solana Policy Institute: https://x.com/SolanaInstitute

Follow Kristin Smith: https://x.com/KristinSmith

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh

--

Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(3:01) Kristin Smith’s Move to Solana

(7:57) Crypto’s Regulatory Turning Point

(14:59) CLARITY Act & Market Structure

(29:37) Protecting DeFi Developers

(35:54) Institutional Access to Crypto

(40:55) The Path to Lasting U.S. Crypto Clarity

(50:49) Closing Comments

--

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 cover Solana’s recent onchain performance, revenue trends, and upcoming network upgrades. We also discuss ecosystem token dispersion, client competition between Jito BAM and Harmonic, market structure challenges for perps, Prop AMM profitability metrics, and MetaDAO’s shift toward uncapped ICO raises and permissionless scaling.

Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh

--

Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(4:13) Solana Metrics, Upgrades, and Ecosystem Shifts

(27:33) Prop AMMs: Volume vs. Profitability

(36:15) ICO Design & Launchpad Models

(56:33) Closing Comments

--

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 are joined by Tristan Frizza Co-Founder of Bullet to discuss his journey from Zeta Markets to founding Bullet, a next-gen Solana perps exchange. We also discuss Solana congestion challenges, network extensions, ZK rollup design, data availability via Celestia, proving with Succinct, launch plans, incentives, and token migration.

Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Bullet: https://x.com/bulletxyz

Follow Tristan Frizza: https://x.com/Tristan0x

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh

--

Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(1:41) From Zeta to Bullet

(11:44) Bullet’s Design Overview

(20:27) Celestia and ZK Proving Stack

(27:46) Unlocking the Basis Trade

(36:41) Bullet’s Target Trading Audience

(46:47) Mainnet Launch Strategy

(50:48) Token Migration from Zeta to Bullet

(52:33) Closing Comments

--

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 Danny, Dan and Ian discuss recent market volatility across crypto and commodities, onchain performance during stress events, chain fee dynamics, AI agents interacting with crypto rails, and Pump.fun’s revenue, buybacks, and long-term value capture debate.

Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Kairos Research: https://x.com/Kairos_Res

Follow Ian: https://x.com/Ian_Unsworth

Follow Dan Smith: https://x.com/smyyguy

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh

--

Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(1:30) Market Stress and Onchain Performance

(19:54) AI Agents and Crypto Rails

(34:34) Pump.fun: Revenue, Buybacks, and Memecoin Markets

(42:58) Solana and the Value Capture Debate

(1:05:04) Closing Comments

--

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 are joined by Xiao-Xiao, President of Jupiter, to discuss his background and transition to Jupiter, the shift toward onchain finance, growth of decentralized trading, stablecoins, mobile adoption, institutional participation, and Jupiter’s product strategy, and long-term vision for onchain financial infrastructure.

Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Jupiter: https://x.com/jupiterexchange

Follow Xiao-Xiao: https://x.com/xxjzhu

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(1:55) Xiao-Xiao’s Background

(8:57) CeFi to DeFi

(14:16) Scaling Onchain Finance at Jupiter

(31:49) Jupiter Mobile Strategy

(36:16) Cards on Jupiter

(39:41) What’s Holding Institutions Back?

(50:45) How Jupiter Defines Success

(59:40) Closing Comments

--

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! We're back with Carlos for another weekly roundup. We cover Solana’s SKR airdrop and token design, Solana Mobile’s strategy, renewed memecoin activity and launchpad economics, Pump.fun’s evolving revenue model, and tokenized stocks and internet capital markets on Solana.

Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(2:23) SKR and the Solana Phone

(25:54) Trenches Revival

(43:09) Tokenized Stocks on Solana

(54:56) Closing Comments

--

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 Saeed Badreg, CEO of Wormhole Labs, to discuss Solana’s push to expand onchain markets through cross-chain asset listings, historical bridge challenges, Sunrise’s coordinated go-to-market approach, liquidity and distribution strategies, and the future of tokenized assets.

Enjoy!

--

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Follow Wormhole Labs: https://x.com/wormhole_labs

Follow Sunrise DeFi: https://x.com/sunrise_defi

Follow Saeed Badreg: https://x.com/shadddowfax

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(1:51) Historical Pain Points

(9:50) How Sunrise Brings Assets to Solana

(31:33) Rethinking Token Distribution

(42:49) Future of Tokenized Markets

(51:11) Regulation’s Impact on Onchain Markets

(59:13) Closing Comments

--

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.