Lightspeed Solana's Biggest Opportunity In 2026 | Dan Smith
Dec 18, 2025
Dan Smith is a data analyst with Blockworks, specializing in the Solana ecosystem. He shares insights on the new Lightspeed investor relations platform and highlights key takeaways from Breakpoint, discussing the contrasting vibes between builders and investors. The conversation emphasizes the rise of prop AMMs as a dominant trend, Solana's potential as an everything chain, and the evolving role of custody and user behavior in the crypto space. Dan also reveals Phoenix Perpetuals and their innovative approach, shaping the future of trading on Solana.
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Professionalize Protocol Investor Relations
- Institutional investors demand formalized, regular IR and data from protocol teams as crypto matures into an institutional phase.
- Lightspeed IR centralizes Solana financials, on-chain metrics, and quarterly reports to meet that demand.
Publish Regular IR And Apply To Lightspeed
- Apply to curated IR platforms like lightspeed.vip if you manage Solana protocol assets and want institutional visibility.
- Publish regular reports, quarterly calls, and clear financials to attract professional capital.
Builder Optimism Vs Investor Caution
- Breakpoint revealed a split: builders are optimistic while many investors remain cautious about token performance.
- The community is focused on making Solana the financial hub, especially via trading infrastructure advances.