Standard Chartered: The Bull Case For Solana | Geoff Kendrick
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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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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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.
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49:48
Crypto's Fastest Payments App, Only Possible On Solana | Ted Livingston
Gm! This week we're joined by Ted Livingston to discuss the launch of Flipcash. We deep dive into what is Flipcash, how to turn physical cash digital, the micropayments unlock, launching on Solana & more. Enjoy!
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Follow Ted: https://x.com/ted_livingston
Follow Mert: https://x.com/0xMert_
Follow Jack: https://x.com/whosknave
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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx
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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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Built for Solana investors, developers and community members. Subscribe to the Lightspeed Daily 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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(00:00) Introduction
(01:59) What Is Flipcash?
(05:43) Only Possible On Solana
(08:58) Zenrock Ad
(09:47) Turning Physical Cash Digital
(17:30) How Does Flipcash Work?
(20:40) Privacy With Digital Payments
(22:26) Launching With Stablecoins
(27:19) Finding Product Market Fit In Crypto
(32:19) Zenrock Ad
(33:09) Micropayments
(45:00) What’s Next For Flipcash?
(47:47) A New Era For Crypto In The U.S.
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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.
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53:58
How Will Pump Fun's Token Impact Solana? | Weekly Roundup
Gm! This week we're back with another weekly roundup joined by Ryan Connor. We deep dive into the Pump Fun token launch, why does Pump want to raise $1B, Alpenglow, how to scale Solana & more. Enjoy!
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Follow Mert: https://x.com/0xMert_
Follow Ryan: https://x.com/_ryanrconnor
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx
--
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/
--
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
(01:50) Pump Fun’s Token Launch
(07:29) Ledger Ad
(08:21) What Is The Pump Fun Strategy?
(18:12) Why Does Pump Want To Raise $1B?
(29:00) Will Pump Launch A Chain Or Exchange?
(33:56) Ledger Ad
(34:48) Will Pump Fun Remain On Solana?
(45:11) Questions From The Audience
(49:18) Alpenglow
(53:00) How To Scale Solana?
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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.
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59:46
Alpenglow: Solana's Largest Protocol Upgrade Ever | Brennan Watt, Anza
Gm! This week we're joined by Brennan Watt to discuss Solana latest upgrade Alpenglow. We deep dive into the Anza origin story, Alpenglow's impact on the Solana network, how to reduce malicious MEV, the past, present & future of Solana & much more. Enjoy!
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Follow Brennan: https://x.com/bw_solana
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
--
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/
--
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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(00:00) Introduction
(01:40) What Is Anza?
(03:26) Alpenglow: Solana’s Latest Upgrade
(08:27) ZenRockAd
(09:16) How Does Solana Work Today?
(15:34) How Does Alpenglow Achieve Faster Finality?
(20:32) Alpenglow’s Impact On Network Security
(22:47) Liveness On Solana
(28:49) Doubling Blockspace
(34:09) ZenRock Ad
(34:58) Alpenglow’s Impact On Solana’s Economics
(38:18) The Incentive To Run A Solana Relayer
(42:00) How To Reduce Malicious MEV?
(44:52) When Will Alpenglow Launch?
(45:41) MEV On Solana
(49:56) Competing With The Firedancer Team
(57:37) How Does Solana Remain Competitive?
(01:02:11) How To Rollout Network Upgrades?
(01:09:07) What Is Anza Working On?
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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.
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1:16:54
The Solana Incubator: Finding Crypto's Next Breakthrough App | Emon Motamedi
Gm! This week we're joined by Emon Motamedi to discuss the Solana incubator. We deep dive into how to find great ideas, building in crypto, finding product market fit, advice for founders, what is cohort 3 & more. Enjoy!
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Follow Emon: https://x.com/EmonMotamedi
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Find out more about the Solana Incubator: https://x.com/incubator
--
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/
--
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.
--
(00:00) Introduction
(02:14) Post Accelerate Takeaways
(11:55) Ledger Ad
(12:47) How To Find Great Ideas
(19:41) Building In Crypto
(22:43) What Has PMF In Crypto?
(29:32) Ledger Ad
(30:25) Should Founders Launch Tokens?
(35:30) Real World Use Cases In Crypto
(39:25) Advice For Founders
(44:53) Examples From The Solana Incubator
(52:56) The Stablecoin Business Model
(55:50) What Is Cohort 3?
(58:59) Outro
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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.
Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.
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