Gm! This week we're joined by Geoff Kendrick to discuss the investment thesis for Solana. We deep dive into the bull vs bear case for SOL, how to value L1s, Geoff's crypto outlook (BTC, ETH & SOL), how institutions view Solana & more. Enjoy!
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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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(00:00) Introduction
(03:52) The Bull vs Bear Case For Solana
(07:43) Meme Coin Trading On Solana
(12:44) Ledger Ad
(13:37) The Investment Thesis For Solana
(17:51) How To Value L1s?
(29:02) Ledger Ad
(29:48) The Outlook For BTC, ETH & SOL
(40:12) How Do Institutions View Crypto?
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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 Carlos Gonzalez Campo to discuss the recent Solana ETF filings. We deep dive into what this means for SOL in 2025, takeaways from Circle's IPO, CLOBs vs AMMs, should pump compete with Hyperliquid & more. Enjoy!
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Follow Carlos: https://x.com/0xcarlosg
Follow Jack: https://x.com/whosknave
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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
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Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.
The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.
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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
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
(01:50) Solana ETFs Are Coming
(06:04) Are Treasury Companies Better Than ETFs?
(09:39) Zenrock Ad
(10:28) Will Solana ETFs Include Staking?
(17:14) Will Solana ETFs Be Successful?
(18:22) CLOBs vs AMMs
(26:35) Zenrock Ad
(27:25) Should Pump Compete With Hyperliquid?
(31:56) Can Solana DEXs Compete With Hyperliquid?
(38:03) Takeaways From Circle’s IPO
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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.
