Lightspeed Blockworks

Gm! This week we invite Kyle Samani to the show for a wide ranging discussion on his current crypto thesis. We deep dive into the L1 vs L2 debate, Stablecoins & DePin as crypto's killer use cases, why Solana will ultimately flip Ethereum & so much more. Enjoy!
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Follow Kyle: https://x.com/KyleSamani
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
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Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: https://hellohelium.com/hotspot

Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards.
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Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

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
(01:20) What Crypto Enables
(03:58) The L1 vs L2 Thesis
(08:42) Building Crypto Applications: Stablecoins & DePin
(13:51) Helium Mobile Ad
(16:25) The RWA Thesis
(18:48) Social Tokens, Meme Coins & Crypto Gaming
(26:14) MEV & L1 Value Capture
(31:02) Why Solana Will Flip Ethereum
(33:54) Permissionless III Ad
(34:57) Token Issuance
(40:27) Economic Security
(49:19) Restaking Is Not Solving A Problem
(52:07) Measuring Decentralization
(54:56) Advice For Founders
(57:07) L2s Are Mispriced
(01:01:11) Solana L2s
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Disclaimers:

Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

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, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we invite Garrett Harper & Stepan Simkin from Squads to the show after they raised a $10 million Series A round. We deep dive into the Squads origin story, why wallet security matters & how they want to help power Solana's on chain economy. Enjoy!
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Follow Stepan: https://x.com/SimkinStepan
Follow Garrett: https://x.com/GarrettHarper_
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
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Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

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
(01:14) The Squads Origin Story
(06:17) What Are Smart Accounts?
(08:30) What Is Fuse?
(15:10) Permissionless III Ad
(16:13) Formal Verifications & Wallet Security
(24:51) Powering Solana's On Chain Economy
(32:28) Building A Subscription Model
(39:06) DAO Services & Governance
(44:26) Advice For Founders
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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, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we invite Austin Federa to the show for a discussion on the current state of Solana & the most exciting developments happening in crypto. We deep dive into the current state of Firedancer, how to build community within crypto & attracting developers to Solana. We then debate is economic security a meme & of course the latest meta... social tokens & meme coins. Enjoy!
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Follow Austin: https://x.com/Austin_Federa
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
--
Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: hellohelium.com/hotspot

Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards.
--
Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

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
(02:11) The State Of Solana In 2024
(05:17) The Solana Foundation
(08:45) Firedancer
(11:37) Helium Mobile Ad
(12:56) The Solana Roadmap
(19:20) Crypto Marketing
(24:54) Blockchain Speed & Latency
(31:27) Permissionless III Ad
(32:29) Blockchain Incentives
(36:03) Is Economic Security A Meme?
(38:42) Issuance vs Cost
(47:41) Meme Coins & Social Tokens
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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, Dan and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!
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Subscribe on YouTube: https://www.youtube.com/@expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1

Follow Zon: https://x.com/ItsAlwaysZonny
Follow Keone: https://x.com/keoneHD
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_

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
(03:24) Modular vs Integrated
(11:47) Who are Appchains for?
(28:58) Composability in Modular World
(36:15) Monad's Endgame
(39:47) Importance of Decentralization
(48:05) Building Web3 Community
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Disclaimer:

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we're back with another weekly roundup. We discuss Mert's big takeaways from Consensus 2024, who's building on Solana, crypto payments & why is the latest meta celebrity coins & social tokens? Enjoy!
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Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
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Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.
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Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

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
(01:40) Consensus 2024
(04:14) Who's Building On Solana?
(13:34) Helium Mobile Ad
(14:36) Payments On Solana
(22:20) Social Tokens
(35:22) Permissionless III Ad
(36:24) Failed Transactions
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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, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we welcome Tzvi Wiesel Founder & CEO of Baxus to discuss why they're building on Solana, growing a global marketplace for spirits & of course... how Baxus are bringing whiskey onchain. Enjoy!
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Follow Tzvi Wiesel: https://x.com/web4O
Follow Dan: https://twitter.com/smyyguy
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
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Use Code: LIGHTSPEED10 for 10% off you ticket to Permissionless III: https://blockworks.co/event/permissionless-iii

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
(00:58) Baxus Overview
(09:02) Permissionless Ad
(10:04) Account Abstraction
(13:58) User Flow & Experience
(22:05) Marketplace Dynamics
(31:17) App Chain vs Solana
(40:45) DeFi & Institutional Demand
(51:49) Market Size of Rare Spirits & Wine
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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, Dan and our guests may hold positions in the companies, funds, or projects discussed.