Lightspeed Solana's Next Big Catalyst | Brandon Potts
Sep 9, 2025
Brandon Potts, a partner at Framework Ventures and crypto investment expert, dives into the future of Solana's ecosystem. He explores opportunities surrounding decentralized autonomous tokens (DATs) and exchange-traded funds (ETFs) as potential catalysts for growth. The conversation touches on the transformative power of stablecoins in modern finance and their impact on liquidity, while also discussing the relationship between DeFi and digital asset tokens. Potts emphasizes the importance of innovative branding and effective storytelling in attracting investment to the evolving crypto landscape.
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Solana Quietly Building While Narratives Lull
- Solana is amid a quiet build phase with significant infrastructure progress across protocol and application layers.
- Brandon Potts expects renewed momentum as institutional products (DATs/ETFs) come online and perception shifts.
Institutional Flows Could Reprice SOL Rapidly
- DATs and ETFs could inject large, rapid capital into Solana similar to Ethereum's experience with ETF/DAT inflows.
- Potts models hundreds of billions in market-cap uplift if institutional flows materialize quickly.
Use Existing Liquid Staking Tokens
- DATs should leverage existing liquid LSTs (like JitoSOL) instead of rolling isolated LSTs to capture long-term on-chain fees and MEV.
- Using integrated LSTs aligns DATs with broader Solana DeFi liquidity and institutional custody support.