Gm! This week we're joined by Carlos Gonzalez Campo to discuss the recent Solana ETF filings. We deep dive into what this means for SOL in 2025, takeaways from Circle's IPO, CLOBs vs AMMs, should pump compete with Hyperliquid & more. Enjoy!
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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
(01:50) Solana ETFs Are Coming
(06:04) Are Treasury Companies Better Than ETFs?
(09:39) Zenrock Ad
(10:28) Will Solana ETFs Include Staking?
(17:14) Will Solana ETFs Be Successful?
(18:22) CLOBs vs AMMs
(26:35) Zenrock Ad
(27:25) Should Pump Compete With Hyperliquid?
(31:56) Can Solana DEXs Compete With Hyperliquid?
(38:03) Takeaways From Circle’s IPO
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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.
