Lightspeed Solana ETFs Are Coming With Carlos Gonzalez Campo
Jun 17, 2025
Carlos Gonzalez Campo from BlockWorks Research joins to discuss exciting developments in the world of Solana ETFs. He shares insights on how these filings might affect SOL in 2025 and compares Treasury companies with ETFs. The conversation dives into the competitive landscape of decentralized finance, exploring CLOBs versus AMMs and the impact on trading strategies. Additionally, Carlos weighs in on whether Solana DEXs can hold their ground against competitors like Hyperliquid. It's a must-listen for crypto enthusiasts!
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Solana ETFs Clear Narrative Advantage
- Solana ETFs could attract more demand than Ethereum ETFs due to their clearer decentralized NASDAQ narrative.
- Including staking in Solana ETFs may offer predictable yield, appealing to traditional investors as a hybrid stock-bond asset.
Solana ETFs Potential Impact
- Solana ETFs may not match Bitcoin ETF success but could achieve Ethereum ETF-level inflows.
- Given Solana's smaller market cap, ETF inflows could have significant price impact.
ETF vs Treasury Vehicle Risks
- Public crypto treasury vehicles offer staking with potentially better yields but add layers of risk.
- Some investors may prefer ETF exposure to the underlying asset due to reduced counterparty risk.