Intro

Gm! We're back with Carlos for another weekly roundup. This week we discuss recent SOL ETF inflows, payment for order flow on Solana, why JitoSOL is losing market share, our 2026 predictions & more. Enjoy!

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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.

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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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(00:00) Introduction

(01:01) Solana ETF Flows

(09:32) Peaq Ad

(09:58) Sablier Ad

(10:27) Payment For Order Flow On Solana

(19:20) Axiom’s Revenue Model

(30:38) Predictions In 2026

(47:31) Peaq Ad

(47:57) Sablier Ad

(48:25) Why Is JitoSOL Losing Market Share?

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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.