Lightspeed The Ultimate Solana Thesis With Michael Marcantonio
Oct 7, 2025
In this captivating discussion, Michael Marcantonio, Head of DeFi at Galaxy and a Solana expert, dives into how Solana could revolutionize global capital markets. He elaborates on the role of tokenized securities and the potential of Decentralized Asset Trusts (DATs). Michael shares insights on building high-frequency trading stacks and compares Solana's advantages over centralized entities. He also highlights real-world problems tokenization can solve and predicts competitive market dynamics that could transform investment landscapes.
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Solana As The Internet’s Capital Market Rail
- Michael Marcantonio argues Solana can absorb the $500T global capital markets due to throughput and latency advantages.
- He frames Solana as evolving from a blockchain to a geopolitical “digital Panama Canal.”
Throughput Is The Execution Layer Advantage
- Galaxy builds high-frequency trading systems and prioritizes Solana for execution-scale DeFi.
- Marcantonio expects Solana throughput to reach 150k TPS next year and scale toward 1M TPS with concurrent leaders.
Win By Shipping Decentralized Scale
- Prioritize decentralized networks that can innovate faster than centralized alternatives if you target tokenized securities.
- Focus on scaling bandwidth and reducing latency to compete with TradFi incumbents like NASDAQ.