Are DATs Bullish For Solana? | Carlos Gonzalez Campo

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Aug 26, 2025

Carlos Gonzalez Campo from BlockWorks Research joins to discuss the latest on Solana's decentralized autonomous tokens (DATs). He unpacks the impact of DATs compared to their Ethereum counterparts, noting evolving perceptions at the Solana Foundation. They explore the VanEck JitoSOL ETF filing and how Solana is bridging traditional finance with decentralized finance. The conversation also delves into competitive dynamics among blockchain projects and the strategic innovations of new launchpads in the rapidly changing crypto landscape.

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INSIGHT

DATs Drive Short-Term SOL Buying Pressure

DATs create concentrated, fast buying pressure that can materially boost Solana's price in the short term.
Carlos and Jack agree DATs may be frothy but are likely to drive Sol outperformance while they persist.

INSIGHT

Narratives And Spokespeople Amplify DAT Demand

TradFi-friendly figureheads help DATs translate technical narratives into mainstream demand quickly.
Rapid accumulation by big treasuries signals froth and extraordinary short-term market heat.

ADVICE

Engage Operationally If You're A DAT

Use DATs to actively support network growth by running validators or producing educational research.
DATcos can promote protocol adoption in ways ETFs cannot, so engage operationally if you want influence.

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Gm! This week Carlos Gonzalez Campo joins the show to discuss the latest SOL DAT announcements. We deep dive into the impacts of DATs, VanEck's JitoSOL ETF filing, the launchpad wars & more. Enjoy!

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(00:00) Introduction

(04:31) More Solana DATs Are Coming

(12:31) Katana Ad

(13:22) Eigenlayer Ad

(14:23) How To Make A DAT Successful On Solana

(23:09) VanEck Files A JitoSOL ETF

(28:45) Alpenglow: Solana’s 100x Improvement

(37:29) Katana Ad

(38:27) Eigenlayer Ad

(39:22) The Launchpad Wars

(51:09) Prop AMMs

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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.