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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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
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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.
In this special episode from the Empire podcast, Blockworks unveils its new Token Transparency framework—an initiative designed to close the information gap and bring much-needed clarity to the crypto space. Dan Smith, Head of Data at Blockworks, explains how this framework will reshape how token projects operate and why transparency is the key to crypto’s future. Enjoy!
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Start your day with crypto news, analysis and data from Katherine Ross.
Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts
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Follow Felipe - https://x.com/TheiaResearch
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Follow Jason: https://x.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
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Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
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Chapters:
(00:00) Token Transparency
(02:25) The Token Market & Lemons
(11:40) Equity vs Token Risk
(14:18) Structural Token Issues
(17:12) How Did We Get Here?
(22:57) Token Horror Stories
(31:50) Token Launches
(56:50) Best Case Scenario
(01:02:38) Impact On Token Prices
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
