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Carlos, frequent co-host and Solana analyst, breaks down SKR airdrop mechanics and token design in crisp detail. He and Danny debate Solana Mobile’s phone strategy and permissionless app-store goals. They dig into a memecoin resurgence, launchpad and AMM economics, and the rise of tokenized stocks and internet capital markets on Solana.

Saeed Badreg, CEO of Wormhole Labs and Sunrise incubator, builds cross-chain bridges to list assets non-natively on Solana and beyond. He discusses bridging pain points, Sunrise’s coordinated go-to-market and liquidity strategies, trade-offs of chain-native listings, experiments in cross-chain infrastructure, and the roadmap for tokenized equities and regulated onchain assets.

Jun Bug, co-founder of BULK, and kdot, a fellow co-founder, dive into the complexities of building a high-performance perpetual exchange on Solana. They discuss the challenges of low latency and reliability, unveiling BULK's custom validator client designed for enhanced performance. The duo shares insights on their API-first approach to attract market makers and the innovative incentive structures for users. They also explore their roadmap, including a closed testnet launch and future expansion plans beyond perpetuals, promising a vibrant trading future.

In this discussion, Tom Curry, CEO of Soar and a legal expert, shares insights on tokenizing businesses for accessible startup investments. He tackles the misalignment of token and equity incentives, the challenges posed by meme coins, and the importance of liquidity for retail investors. Tom also introduces Soar's innovative approaches, like a senior debt mechanism for token holders and strategies for onboarding new investors. He predicts the future convergence of token and equity models, all while emphasizing compliance and legal protection for participants.

Austin Federa, co-founder of DoubleZero and former Solana Foundation member, shares insights on revolutionizing blockchain networks. He discusses the significance of a private fiber network for enhancing performance beyond the public internet. Austin highlights DoubleZero's goals for 2025, including validator incentives and onboarding. He delves into the crucial aspects of latency, jitter reduction, and the innovative multicast technology that promises efficiency and larger block sizes. The future looks bright with plans for concurrent producers and increased decentralization!

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!