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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/
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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
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Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york
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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.
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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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(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
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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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
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!
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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
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Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york
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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.
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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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(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
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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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
