Solana's Ultimate Vision
New episode with
@aeyakovenko
just dropped! We discuss Solana's end game, L2 limitations, scaling with hardware, Solana DeFi and more.
Spotify:
YouTube:
Lightspeed exclusive with
@AndreCronjeTech
Get ready for one of the most interesting stories in crypto. In this episode we discuss:
- The ICO era
- Building Yearn
- F*ck ups + key learnings
- Why
@FantomFDN
- Airdrops + regulation
Links to the episode ↓
Why
@blknoiz06
has entered "full bull mode" and believes this is the last bear market where crypto is considered a fringe asset class
Links to the full episode ↓
What is
@aeyakovenko
5-year vision for Solana?
New episode with Mert and Anatoly that covers Visa's announcement, Rune's SVM post, Firedancer, multiple slot leaders and more!
Spotify:
YouTube:
Should
@solana
have rebranded as Solana 2.0?
@blknoiz06
thinks Solana's upgrades (isolated fee markets, QUIC and Stake-Weight QoS) went wildly unnoticed. Links to the full episode ↓
New episode with
@jnthnvctr
out now!
We discuss:
- What is DePIN & why it matters
- The Filecoin roadmap
- How to scale the crypto economy
- Data storage for high throughput chains
- Onboarding web 2.0 companies to crypto & more!
Links below ↓
What is Avalanche's endgame?
New episode with
@avax
just dropped where we cover:
- Avalanche's subnet thesis
- legacy vs next-gen chains
- tokenomics
- L2s vs appchains
Spotify:
YouTube:
The first episode of Lightspeed is here!
@armaniferrante
joins us
to discuss:
• Backpack, Mad Lads and xNFTs
• Why Armani loves Cosmos' vision
• Community building
• Solana's superpower
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DRiP will onboard millions of users, and Solana will change overnight.
-
@vibhu
founder of
@drip_haus
Full episode drops tomorrow! Links to subscribe in the tweet below:
New episode with Balaji just dropped!
@balajis
and
@akshaybd
give a master class on crypto networks, sovereignty and the value of decentralization. Links to the episode in the tweet below ↓
What's your mental model when comparing Solana's global state to Ethereum's rollup-focused infrastructure?
Sneak peek from tomorrow's episode with
@balajis
and
@akshaybd
.
In case you missed this episode in August when
@blknoiz06
announced why he was in "full bull mode"
SOL was $24 at the time...
He's coming back for a 2024 predictions episode next week!
Why
@blknoiz06
has entered "full bull mode" and believes this is the last bear market where crypto is considered a fringe asset class
Links to the full episode ↓
The Y-Combinator of Solana just launched!
New episode with
@mattytay
where we discuss:
- why people are hyped for
@ColosseumOrg
- tactical tips for founders
- how to bring new devs to Solana
- the secret to finding a startup idea
Links to the full episode ↓
MC
@soleconomist
spitting 🔥
Full episode out now!
@sanctumso
We discuss:
- Building
@sanctumso
- Solana's infinite LST future
- Why stake your
@solana
?
- Liquidity, value accrual & more!
Timestamps:
00:00 Introduction
02:21 Infinity
09:55 Permissionless III Ad
10:57
The legend
@aeyakovenko
is back on the pod to discuss Solana 2.0
This is the most alpha-packed podcast we've done. We discuss:
- The Saga Chapter 2
- Firedancer
- Validator profitability
- L2s and DA layers
- Solana's roadmap and more!
Links to the full episode ↓
gm!
New episode with
@soleconomist
@sanctumso
out now!
I used the wrong image before so im reuploading this post 💀
We discuss:
- Building
@sanctumso
- Solana's infinite LST future
- Why stake your
@solana
?
- Liquidity, value accrual & more!
Links below! ↓
2024 Crypto Predictions with
@blknoiz06
and
@joemccann
An absolutely epic episode where we discuss:
- Solana mania
- Bonk, WIF and meme virality
- DA layers vs integrated chains
- 2024 hot takes and more
Links to the episode ↓
Solana Thesis: The Fastest Horse Rises From the Ashes
New episode with
@RyanWatkins_
and
@WilsonWithiam
where we discuss:
- the institutionalization of crypto
- the Ethereum + LDO thesis
- Solana's key advantage
- SOL as money
- Celestia + modular money
Links to the episode ↓
gm!
@phantom
is the largest wallet on Solana!
We invited their co-founder
@BChillman
&
@donnie
for a 🔥 episode out now!
We discuss:
- Onboarding users to Solana
- Crypto's wallet landscape
- Why Phantom acquired
@bitski
- Dealing with dropped transactions & more!
Links
Hivemapper might be crypto's most compelling product yet!
New episode with
@aseidman
from
@Hivemapper
on:
- how Hivemapper mapped 10% of all roads in 11 months
- Hivemapper's biggest challenges + opportunities
- Solana's DePIN network effects
Links to the episode ↓
Why It's Time to Reevaluate Your Solana Thesis
Below is the full episode with
@santiagoroel
where we discuss:
- Santi's Solana thesis
- Finding asymmetric bets
- Solana vs Ethereum DeFi
- Santi's 2024 predictions
Timestamps ↓
00:00 Introduction
1:19 Why Crypto Matters
4:42
The Kamino 2.0 Episode
New episode with
@y2kappa
and
@trader_marky
where we discuss:
- Kamino's DeFi Hub
- Vertical integration vs utilizing composability
- Kamino Points (!)
- Why tribalism matters + the SVM narrative
Links to the episode ↓
"No one should be talking about Binance in 5 years. Everyone should be trading onchain"
New episode dropping tomorrow with
@cindyleowtt
and
@crispheaney
from
@DriftProtocol
. Links to subscribe ↓
VanEck's bull case has SOL at $3.2K by 2030. Base case, $335.
New episode with
@matthew_sigel
+
@Patrick_Bush_VE
where we discuss:
- VanEck's Solana thesis
- What metrics matter for investors
- ETH vs Rollups
- Cosmos
- Macro's impact and more
Links to the full episode ↓
The Solana "Aligned" CEX with DEX Appeal
New episode with
@baalazamon
from
@cubexch
where we discuss:
- The early days at Solana Labs
- Creating Solana's NFT standard
- Cube's go-to-market strategy
- Solana's core advantage
Links to the episode ↓
Solana's Flywheel: Why It's Time to Reevaluate Your Solana Thesis
New episode with
@santiagoroel
where we discuss:
- Santi's Solana thesis
- Finding asymmetric bets
- Solana vs Ethereum DeFi
- Santi's 2024 predictions
Links to the episode ↓
Are compressed NFTs Solana's secret to mass adoption?
New episode with
@_ilmoi
+
@0xrwu
from
@tensor_hq
on compressed NFTs, why UX is everything, Tensor's roadmap, why Solana and more! Listen on:
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Code Is Officially Fully Open Source
@ted_livingston
, CEO of Code, joins us to discuss:
- The micropayments opportunity
- Code's decision to be fully open-source
- Why
@getcode
uses Kin, not USDC
- How to focus on product, not narratives
Links to the episode ↓
Is Solana DeFi Back?
New episode with
@buffalu__
@macbrennan
and
@jarxiao
where we discuss:
• Solana DeFi Summer
• Token incentives + community
• AMMs vs CLOBs
• Building on Solana vs L2s
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Solana's path to mass adoption.
New Roundup episode where
@0xMert_
and
@GarrettHarper_
discuss:
- Solana misinformation
- SVM adoption
- Web3's social opportunity
- Permissionless frontends - predicted the Uniswap announcement :)
- ETH vs SOL
Links to the full episode ↓
Does Move deserve the hype?
New episode with
@b1ackd0g
and
@EvanWeb3
from
@SuiNetwork
where we discuss:
- The Move programming paradigm
- Sui's tech specs
- optimistic vs pessimistic parallel execution
- Next-gen chains vs the EVM
Links to the full episode ↓
gm!
@DriftProtocol
is the largest perps DEX on Solana
They 100x'd their daily volume vs 1 year ago
We invited
@cindyleowtt
&
@crispheaney
to discuss & no surprise... it's a banger!
Links below ↓
99.9% of the most valuable transactions will fit within the first 100K TPS -
@aeyakovenko
Firedancer will eventually unlock this capacity on Solana. Meet Solana 2.0.
Solana's Local Fee Markets Aren't Real
New episode with
@0xShitTrader
where we discuss:
- local fee markets
- the future of Solana's multidimensional fees
- app-specific MEV and application value accrual
- Ellipses Labs, Phoenix and Umbra Research
Links to the episode ↓
This builder's project has minted over 18M NFTs to 800K wallets...
Episode with
@vibhu
from
@drip_haus
drops Tuesday. Give us a follow and I'll drop it here!
What if you could bring parallel execution, single-slot finality and 1-second block times to the EVM? Meet
@monad_xyz
.
New episode with
@keoneHD
and
@zen_llama
just dropped!
Spotify:
YouTube:
New episode with
@amirhaleem
out now!
We discuss:
- Crypto's DePin revolution
- Building
@helium
on
@solana
-
@helium_mobile
's $20 plan
- Disrupting mobile providers & more!
Links below! ↓
New episode with
@ted_livingston
just dropped! We discuss:
- the secret to Kik's success
- why Ted's building
@getcode
on Solana
- designing consumer products
- the
#1
problem holding crypto back
Spotify:
Youtube:
It's absurd that people think a chain is only successful based on its DeFi ecosystem and a high TVL.
The chain works if people use it for things they care about.
@vibhu
's hot take, links to the full episode below:
Damn it's been a whole week since the last episode of Lightspeed!
Fear not..
New episode with the one & only
@jessepollak
out now!
+ a few spicy questions from
@0xMert_
of course
We discuss:
- The Base roadmap
- The layer 2 end game
- L2 & L3 interoperability
- Base fee
The MarginFi vs Solend Debate
@0xrooter
and
@edgarpavlovsky
join us in a (friendly) debate where we discuss:
- The mSOL depeg and liquidations
- Liquidator profitability
- Prioritizing supply vs demand
- Are points programs harmful or a demand unlock?
Links to the episode ↓
Why Solana needs privacy for mass adoption
New episode with
@elusivprivacy
+
@LightProtocol
on:
- why privacy solutions haven't worked
- how to bring privacy to Solana
- if zk privacy features increase fragility
- Solana's Token2022 program
Links to the episode ↓
Over 70% of crypto's dollar volume is transacted in USD stablecoins. Blockchains are all about moving dollars.
New episode with
@nic__carter
just dropped where we explore the next chapter for stablecoins.
Spotify:
YouTube:
Solana's fee market is broken!
Well.. ackchyually
Banger episode where we discuss:
- How Solana's fee market actually works
- The state of L2s post 4844
- Payments, memecoins & censorship
-
@circle
's CCTP launch & more!
Timestamps:
00:00 Introduction
01:34 Solana
New episode with
@jon_charb
out now!
We discuss:
- MEV on Solana
- Jon's rollup framework + Dencun
- SOL value accrual
- The state of crypto in 2024
- and of course.. meme coins
Links below ↓
New episode with
@drip_haus
's founder
@vibhu
just dropped!
DRiP is working to onboard the next million users to crypto. Once you listen to this episode, you'll see why DRiP might actually be the project to do it.
Links to the full episode below ↓
How to identify protocols that will create AND capture value.
New episode with
@TusharJain_
where we discuss:
- Solana's renaissance
- How L1 assets become money
- What metrics matter
- Investing frameworks
- Crypto's next big narrative
Links to the full episode ↓
Should crypto protocols identify with the tech stack they're built on or is that like Netflix marketing that they're an AWS app?
Links to the full episode with
@avax
↓
What if crypto products started with the user experience? Maybe we do have a thing or two to learn from Web2.
New episode with
@jmj
on the art of building products users love.
Spotify:
YouTube:
Why is Solana DeFi the biggest opportunity in crypto right now?
New episode with
@blknoiz06
just dropped. We discuss his Solana thesis, finding crypto's next narrative, crypto gaming and more!
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How does Solana become the default blockchain? It wins the consumer chain narrative.
New episode with
@kashdhanda
+
@b_potts23
where we discuss:
- Solana's new narrative
- Crypto business models
- Community building
- Emerging markets
Links to the full episode below ↓
“To start with the most important question to the future success of Solana… when are you going to shave your head” -
@0xMert_
Anatoly says hold steady, within 5 years.
Only at
@Permissionless
As a founder, you need users that care about the community they're in, and at this point, there are just two. Solana and Ethereum -
@_ilmoi
Subscribe (links below) to listen to the full episode with
@_ilmoi
and
@0xrwu
from
@tensor_hq
.
Episode drops tomorrow.
New episode with
@ilblackdragon
@NEARProtocol
🔥
We discuss:
- NEAR's journey from AI to crypto
- What is crypto's biggest problem?
- Network value accrual & more!
Apple 🔊:
Spotify 🔊:
Full episode out now!
@0xMert_
@smyyguy
We discuss in detail the current state of the network & why Solana transactions are dropping
Timestamps:
00:00 Why Are Transactions Dropping?
10:56 Solana's Spam Flywheel
27:18 Fee Mechanism Timeline
32:16 Ellipsis Labs Raises $20
The Solana 2.0 narrative is building. Institutions, crypto-native projects and builders are here.
Has
@solana
hit an inflection point?
New Solana DeFi episode just dropped where we discuss this and more!
Spotify:
YouTube:
Appchains should have isolated fee markets, parallel execution and scale with improvements in hardware. Meet the SVM.
Links to subscribe for the full
@aeyakovenko
episode ↓
The introduction of the news feed that is dynamically tailored to every user was Facebook's hallmark feature.
Could crypto combined with AI democratize user-tailored financial services in a similar way?
Links to the full episode with
@antoniogm
↓
The secret to
@photofinishgame
's success
New episode with
@iancummingsnft
where we discuss:
- working at EA and creating Madden's hit stick
- why most crypto games fail
- how to win at Photo Finish
- go-to-market and partnering with the Kentuck Derby
Links to the episode ↓
Whether he’s busy running
@HeliusLabs
- Solana's leading RPC & API platform, hosting
@LightspeedPodHQ
- crypto and Solana’s fastest rising podcast, or battling idiots and fudders on CT,
@0xMert_
has proven himself to be one of Solana’s absolute finest.
It is with great pleasure
DeFi governance is broken and has seen zero innovation over the last few years.
Futarchy is here to fix that
New episode with
@robinhanson
&
@metaproph3t
out now!
We discuss:
- Prediction markets, governance & what is futarchy?
- How to fix governance in crypto
- Building
New episode with
@CraigBurel
out now!
After eight years investing at
@recvcx
, Craig shares his thesis on Solana & crypto more broadly
We discuss:
- backing great founders
- go to market strategies
- investing in protocols vs apps
- crypto needs more product
- the rise of
New episode with
@0xMarcB
&
@_bfarmer
out now!
We discuss:
- The evolution of Polygon
- Building the AggLayer
- Network effects & liquidity fragmentation
- The end state for crypto & more!
Links below ↓
Finding Solana's next killer app.
New episode with
@EmonMotamedi
from
@solanalabs
where we discuss:
- Solana Labs' role
- Building user-first products
- What product teams often miss
- Solana Labs' new incubator
Links to the episode ↓
New episode with
@dwr
🔥
We discuss:
- the origin story of Farcaster
- disrupting legacy social media
- adding Solana support
- advice for founders on building apps
Apple 🔊:
Spotify 🔊:
What will be crypto's first superapp?
New episode with
@Fiskantes
+
@mattigags
where we discuss
- the path to building a superapp
- web3 social: status vs utility
- protocols vs frontends
- is blockspace a commodity
Links to the full episode ↓
This was a HUGE week for Solana
- Visa partnership
- MakerDAO eyes the SVM
- Shopify integration
We just dropped our first Roundup episode where
@0xMert_
+
@GarrettHarper_
explore these topics and more!
Spotify:
YouTube: