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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!
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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
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Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh
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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
(1:30) 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
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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 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!
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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
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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.
