Lightspeed

In this engaging discussion, Lucas Bruder, the founder of Jito, sheds light on the innovative IBRL dashboard for Solana validators. He explores the delicate balance between token buybacks and growth strategies, emphasizing the nuanced trade-offs involved. Lucas critiques the incentives driving validator behavior and the impact of social pressure on performance. The pair also dive into futurist governance models and innovative proposals to align equity and tokens, making predictions for the future landscape of on-chain trading.

In this insightful discussion, Matty Taylor, co-founder of Coliseum and former Solana Labs team member, explores the future of the crypto landscape. He highlights the need for a dedicated structure like Coliseum for hackathons and funding. Matty predicts growth in Solana DeFi, emphasizing the opportunity in unique investment areas. He also tackles the crypto token versus equity debate, suggesting a blend of both could thrive on-chain, and discusses the importance of community-focused fundraising and reinvesting for product growth.

Carlos, a member of Blockworks Research, dives into the exciting world of Solana's future with a focus on recent ETF inflows and the dynamics of payment for order flow. He shares insights into why JitoSOL is losing ground to Sanctum, discussing both market share and technical advantages. Predictions for 2026 highlight a shift towards revenue-share routing and the rise of stablecoin neobanks on Solana. Plus, they explore how apps may adapt to optimize user experience by absorbing gas fees. A must-listen for crypto enthusiasts!

Ian Unsworth and Teddy from Kairos Research share their insights on the future of crypto as they explore validator operations and the nuances of Solana's inflation dynamics. They discuss the challenges and strategies in managing token buybacks and the impacts of decentralized finance products. Expect exciting developments in 2026 with Solana's perps and innovative tokenized real-world assets. Both guests break down the relevance of product durability and debate whether current validator counts truly reflect security in the blockchain space.

Join the discussion on the evolving DEX landscape and the intriguing clash between tokens and tokenized equity. Explore how prop AMMs are gaining traction and the importance of horizontal integration. Delve into the concept of building a durable moat in the crypto world and the pitfalls of token launches. The conversation also touches on on-chain equities and the unique advantages Solana brings to the table. Discover how consumer apps could revolutionize equity trading and drive adoption in the crypto space!

Marius Ciubotariu, founder of Kamino and DeFi builder, shares insights on transforming Kamino into Solana's largest lending protocol. He discusses the importance of on-chain finance and how it facilitates capital efficiency through a unique flywheel effect. Marius dives into recent product launches, including fixed-rate borrowing and off-chain collateral integration, which aim to attract institutional investors. He also contrasts Solana’s rapid growth with Ethereum, predicting that hybrid liquidity models will shape the future of DeFi.

Dan Smith is a data analyst with Blockworks, specializing in the Solana ecosystem. He shares insights on the new Lightspeed investor relations platform and highlights key takeaways from Breakpoint, discussing the contrasting vibes between builders and investors. The conversation emphasizes the rise of prop AMMs as a dominant trend, Solana's potential as an everything chain, and the evolving role of custody and user behavior in the crypto space. Dan also reveals Phoenix Perpetuals and their innovative approach, shaping the future of trading on Solana.

Gm! We're back with Plish to discuss Hylo and their riadmap heading into 2026. We deep dive into the Hylo origin story, how Hylo became Solana's highest yielding stablecoin, risk management during liquidation events, SOL's inflation rate & more. Enjoy! -- Follow Plish: https://x.com/0xPlish Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast. peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots. It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub. For more about peaq, check out www.peaq.xyz -- Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (03:38) The Hylo Origin Story (10:58) Peaq Ad (11:24) Sablier Ad (11:52) Risk Management During Market Sell Off’s (16:23) Hylo’s Go To Market Strategy (22:39) Hylo’s Points System (32:16) Hylo’s Roadmap In 2026 (42:46) SOL’s Inflation Rate (43:12) Peaq Ad (43:40) Sablier Ad (46:41) Solana In 2026 -- 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Carlos Gonzalez Campo, a research analyst at Blockworks Research focused on Solana and DeFi, dives deep into the current state of the Solana network. He discusses Solana’s decentralized Nasdaq thesis, highlighting its potential for on-chain price discovery by 2026. The conversation also covers Jupiter's ambitious vision for a DeFi super-app and the implications of the CMD411 inflation proposal on emissions. Carlos analyzes the growing importance of application revenue and shares insights on DeFi 2.0 projects to watch, offering a comprehensive look at Solana's evolving landscape.

In this engaging discussion, Kollan House, co-founder of MetaDAO and expert in on-chain trading, shares insights on the innovative futarchy model and its potential to revolutionize governance in crypto. He delves into improving the ICO process and the mechanics behind MetaDAO’s curated launchpad. Kollan addresses the dynamics of token buybacks and explores the challenges of integrating existing projects into futarchy. With a thrilling vision for a governance future, he invites founders to join this groundbreaking movement.