Lightspeed Are the Trenches Finally Back?
Jan 29, 2026
Carlos, frequent co-host and Solana analyst, breaks down SKR airdrop mechanics and token design in crisp detail. He and Danny debate Solana Mobile’s phone strategy and permissionless app-store goals. They dig into a memecoin resurgence, launchpad and AMM economics, and the rise of tokenized stocks and internet capital markets on Solana.
AI Snips
Chapters
Transcript
Episode notes
Airdrops Turn Phones Into Loss‑Leaders
- Solana's Seeker phone airdrop effectively subsidized purchases and drove initial sales.
- Many buyers received enough SKR to nearly cover the phone cost, creating a strong distribution effect.
New Tokens Solve Distribution Limits
- SKR functions primarily as a distribution and incentive mechanism rather than replacing SOL.
- New tokens let Solana Mobile reward users because Sol is nearly fully circulating and not allocatable for incentives.
Move Up The Stack To Reach Users
- Building user-facing hardware and apps is becoming necessary to grow chains, not just offering infrastructure.
- Solana is attempting a mobile-first push to sit closer to end users and break App Store gatekeeping.