Lightspeed

Gm! In this episode Jun Bug and kdot co-founders of BULK join us to discuss building a high-performance perpetuals exchange on Solana, testnet rollout plans, covering latency and reliability challenges, validator-based architecture, decentralization trade-offs and incentive structures.

Enjoy!

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

Follow BULK: https://x.com/bulktrade

Follow kdot: https://x.com/kdotcrypto?lang=en

Follow Jun Bug: https://x.com/junbug_sol

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

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

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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

(1:04) Why Perps Are So Hard to Build on Solana?

(16:27) BULK’s Testnet Launch

(21:36) Incentives, Stickiness, and Long-Term Users

(25:32) One Exchange, Infinite Market

(35:38) Network Congestion and Perps on Solana

(46:34) propAMMs in Perps Trading

(58:16) 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 Tom Curry to discuss Soar’s approach to tokenizing businesses, and improving fundraising via onchain models. We also cover internet capital markets, token–equity alignment, founder incentives, liquidity challenges, regulation, and onboarding retail investors into long-term, startup-focused crypto investing.

Enjoy!

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

Follow Soar: https://x.com/LaunchOnSoar

Follow Tom Curry: https://x.com/imtomcurry

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

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

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

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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

(1:25) Why SOAR?

(4:21) Meme Coins vs Real Value

(10:04) How SOAR Is Different

(25:29) Founder Control vs Governance

(32:25) Ideal Founders for SOAR

(36:34) Should Launchpads Curate?

(39:15) What Success Looks Like

(43:34) Challenges on the Token Side

(47:01) New Investors and Liquidity

(51:10) Learning From IPOs

(54:25) What's Next for SOAR?

(1:00:06) 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! This episode we’re joined by Austin Federa to discuss DoubleZero’s 2025 progress, its private fiber network, performance gains beyond the public internet, validator and stake incentivization, and more.Enjoy!

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

Follow DoubleZero: https://x.com/doublezero

Follow Austin Federa: https://x.com/Austin_Federa

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

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

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Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. 

Start in seconds at sablier.com

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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

(2:16) DoubleZero 2025 Highlights

(7:23) Beyond the Public Internet

(22:51) Network Performance

(24:52) Sablier Ad

(25:21) Stake Incentivization Program

(33:51) Validator Incentives

(40:34) Sablier Ad

(41:03) Value Flow

(52:59) Liquid Staking

(56:12) Future Outlook

(1:08:29) 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 Lucas from Jito to break down the new IBRL dashboard on Solana validator behavior. We also dive into token buybacks versus growth, governance design, and more.

Enjoy!

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

Follow Jito Labs: https://x.com/jito_labs

Follow Lucas Bruder: https://x.com/buffalu__?lang=en

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

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

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

--

Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com.

--

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

(2:21) IBRL Dashboard

(9:58) Submitting Transactions

(17:51) Social Shaming Validators

(20:46) Sablier Ad

(21:14) Limitations of Cutting Swap Times

(28:17) Refining the IBRL Dashboard

(32:05) Sablier Ad

(32:34) Do Buybacks Actually Work?

(41:14) Could Jito Adopt Futarchy Based Governance?

(47:00) The Equity and Token Relationship

(49:18) Price Discovery and Market Structure

(55:23) Centralized Exchanges in 2026

(58:11) 2026 Predictions

(1:01:25) 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 Matty Taylor to unpack what's next for Colosseum in 2026. We deep dive into where Matty sees the most opportunity right now, crypto token vs equity problem, token buybacks, Solana DeFi and more. Enjoy!

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Follow Matty: https://twitter.com/mattytay

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

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

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

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PFOF on Solana: https://x.com/bqbrady/status/2005661528096436394

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peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.

peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.

It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.

For more about peaq, check out www.peaq.xyz

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Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com.

--

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

(05:21) The Colosseum Model

(12:55) Colosseum’s Accelerator Cohort 4

(16:02) Peaq Ad

(16:28) Sablier Ad

(16:57) Where To Allocate In 2026?

(23:51) How To Fix Crypto’s Token Problem

(38:05) The Best Way To Launch A Token

(48:06) Peaq Ad

(48:32) Sablier Ad

(49:00) Token Buybacks

(52:05) Solana DeFi In 2026

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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.