Intro

Gm! We're back with Teddy and Ian at Kairos Research for a discussion on what to expect heading into 2026. We deep dive into the behind the scenes of running a validator, Solana's inflation dynamics, the perps opportunity, are token buybacks actually positive & more. Enjoy!

--

Follow Ian: https://x.com/Ian_Unsworth

Follow Teddy: https://x.com/Teddy_oost

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

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

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

--

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

--

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/⁠

--

(00:00) Introduction

(02:15) Running A Validator

(14:18) Peaq Ad

(14:44) Sablier Ad

(15:12) Solana’s Inflation Rate

(21:35) Crypto In 2026

(28:23) The Path Forward For Pump Fun

(35:59) Lighter vs Hyperliquid

(45:26) Token Buybacks

(52:32) Peaq Ad

(52:58) Sablier Ad

(53:27) The Hyperliquid Stablecoin Strategy

(57:26) Solana Perps In 2026

--

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.