Welcome to Lightspeed's second "Roundup" episode, where Mert and Garrett discuss the top stories of the week and trends they are seeing in crypto. In this episode, we discuss Solana disinformation, the increasing adoption of the SVM, why DePIN could be crypto's next narrative, the ETH vs SOL debate, the power of permissionless frontends and more!

- -

Timestamps

(00:00) Introduction

(00:36) Solana Misinformation

(08:26) Why Crypto Needs to Focus on Distribution

(21:56) SVM Adoption, Integrated vs Modular Ecosystems & DePIN

(31:56) Web3’s Social Opportunity

(38:54) ETH vs SOL: Scarcity vs Abundance

(45:25) The Permissionless Frontend Thesis

(52:54) Today’s Fundraising Environment

- -

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Resources

Zero to One by Peter Thiel

https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296

Ethereum and Solana by Joel Monegro

https://www.placeholder.vc/blog/2023/10/10/ethereum-and-solana

Anatoly's episode on Validated

https://spoti.fi/3RZqZ0g

- -

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

Vier Jahre Babypause für Christian Lindner?