Lightspeed

Gm! In this episode we cover Solana’s recent onchain performance, revenue trends, and upcoming network upgrades. We also discuss ecosystem token dispersion, client competition between Jito BAM and Harmonic, market structure challenges for perps, Prop AMM profitability metrics, and MetaDAO’s shift toward uncapped ICO raises and permissionless scaling.

Enjoy!

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Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

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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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(0:00) Introduction

(4:13) Solana Metrics, Upgrades, and Ecosystem Shifts

(27:33) Prop AMMs: Volume vs. Profitability

(36:15) ICO Design & Launchpad Models

(56:33) 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.

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/

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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.

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

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

(1:30) 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 this episode we are joined by Xiao-Xiao, President of Jupiter, to discuss his background and transition to Jupiter, the shift toward onchain finance, growth of decentralized trading, stablecoins, mobile adoption, institutional participation, and Jupiter’s product strategy, and long-term vision for onchain financial infrastructure.

Enjoy!

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Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Jupiter: https://x.com/jupiterexchange

Follow Xiao-Xiao: https://x.com/xxjzhu

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

--

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

(1:55) Xiao-Xiao’s Background

(8:57) CeFi to DeFi

(14:16) Scaling Onchain Finance at Jupiter

(31:49) Jupiter Mobile Strategy

(36:16) Cards on Jupiter

(39:41) What’s Holding Institutions Back?

(50:45) How Jupiter Defines Success

(59:40) 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! We're back with Carlos for another weekly roundup. We cover Solana’s SKR airdrop and token design, Solana Mobile’s strategy, renewed memecoin activity and launchpad economics, Pump.fun’s evolving revenue model, and tokenized stocks and internet capital markets on Solana.

Enjoy!

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Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠

Follow Carlos: https://x.com/0xcarlosg

Follow Danny: https://x.com/defi_kay_

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

--

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(2:23) SKR and the Solana Phone

(25:54) Trenches Revival

(43:09) Tokenized Stocks on Solana

(54:56) 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.