Lightspeed

Keone Hon and Kevin G join us to discuss how Monad is scaling the EVM. Every project in crypto right now is launching an L2 or marketing how their execution environment is better than the EVM. Monad has taken the opposite approach and is building an L1 that leverages the EVM with new optimizations like parallel execution. In this conversation, we discuss Monad's EVM optimizations, the blockchain trilemma, why Monad chose the EVM, how to launch a new L1, modular vs integrated and more!- -Timestamps(00:00) Introduction(00:32) Monad: A Parallelized L1 Leveraging the EVM(06:01) The Blockchain Trilemma(17:31) Monad’s Optimizations and Remaining Bottlenecks(26:14) Jito Mid Roll(27:18) Permissionless Plug (28:18)Why Choose the EVM and Not Build an L2?(31:13) The Importance of Community(36:20) L1 Fees and Tokenomics(41:58) Could Ethereum Implement Monad’s Optimizations?(43:15) The Blockchain Design Landscape(46:49) Modular vs Integrated(49:10) Crypto’s Most Exciting Sectors(51:54) High Fidelity DeFi(55:21) Go-To-Market Strategy(59:57) Rapid Fire- -This episode is brought to you by Jito.Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!- -Follow Keone: https://twitter.com/keoneHDFollow Kevin: https://twitter.com/zen_llamaFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesJitojito.networkMonadhttps://twitter.com/monad_xyzhttps://linktr.ee/monad_xyz- - 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.

Jeff Morris Jr. joins us to discuss how crypto can build products users love. Jeff is a venture capitalist and product genius who previously led Tinder's Revenue team as Tinder went from $20M to $1.2B in ARR and became the #1 grossing app in the App Store. In this conversation, we cover user acquisition and branding, the power of subscription business models, how to find crypto market fit, how to take advantage of platform shifts, learnings from NBA TopShot and more!- -Timestamps:(00:00) Introduction(01:08) Venture Narrative Whiplash(08:20) Protocols as Open-Source Software(11:41) The Power of Subscription Business Models(15:24) Permissionless Plug(22:32) Using Tokens to Incentivize Users(23:32) Does Anything in Crypto Have Product Market Fit?(28:36) How to Make Crypto More Accessible(34:28) Decentralization vs User Experience(42:31) What Verticals Are Underrated in Crypto?(45:20) Learnings from NBA TopShot(47:39) The Difficulty of Building Consumer Products(52:49) A Founder’s “Earned Secret”(58:11) Platform Shifts(01:01:50) Launching on Multiple Chains & Distribution(01:09:19) Writing Tips & Final Takeaways- -Follow Jeff: https://twitter.com/jmjFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesChapter Onehttps://chapterone.com/Jeff's Substackhttps://jeffmorrisjr.substack.com/- - 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.

Crypto OG Nic Carter discusses the rise of stablecoins, misconceptions about Tether, US regulation, the impact of stablecoins on L1 tokens, the overemphasis on scarcity in crypto, and the most over/underrated sectors. Predictions include USD dominance, interest-bearing stablecoins, and BRICS coin.

Today we are joined by the team from Magic Eden to discuss the state of NFTs. We cover what went wrong with the 10K PFP collections, royalty fees and creator monetization, horizontal vs vertical marketplaces, Magic Eden's multichain strategy, the advantages of different L1s and more! - -Timestamps:(00:00) Introduction(00:47) Is the 10K PFP Collection Dead?(05:26) Why Should People Care About NFTs?(08:52) Royalty Fees and Creator Monetization(20:47) Permissionless Plug(21:47) Compressed NFTs on Solana(28:49) Horizontal vs Vertical Marketplaces(33:52) Magic Eden’s Multichain Strategy(01:00:32) Yoot’s Migration to Polygon(01:07:40) Rapid Fire- -Follow Zedd: https://twitter.com/zhuoxunyinFollow Tiff: https://twitter.com/hausoftiffanyFollow Rex: https://twitter.com/zhouzhuojieFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesMagic Edenhttps://magiceden.io/https://twitter.com/MagicEden- - 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.

Nick White (COO of Celestia) and Neel Somani (founder of Eclipse) join us to debate the tradeoffs of modular vs integrated blockchains. We cover the modular thesis, how Eclipse is bringing the SVM to Ethereum, the hidden costs of modularity, centralized sequencers and L2s, where value will accrue in a modular paradigm and more!- -Timestamps(00:00) Introduction(01:17) What are Modular Blockchains?(05:02) Data Availability Explained(08:43) Light Clients and End User Verification(19:13) Eclipse: the SVM Rollup Provider(20:18) Why do Rollups Need Settlement?(25:54) Jito Mid Roll(26:58) Permissionless Plug(27:58) Should Celestia Enshrine a Settlement Layer?(31:02) L2 Training Wheels(35:21) Kyle Samani’s "The Hidden Costs of Modular Systems”(42:30) Appchains vs Rollups(46:11) How Eclipse is Bringing the SVM to Ethereum(47:26) Are Centralized Sequencers Okay?(52:56) Will Crypto Apps Have a Power Law Outcome?(57:31) Network Effects and Value Accrual(01:07:43) Where Will Enterprises Launch Applications?(01:11:36) Rapid Fire- -This episode is brought to you by Jito.Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!- -Follow Neel: https://twitter.com/neelsalamiFollow Nick: https://twitter.com/nickwh8teFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesJitojito.networkCelestiahttps://twitter.com/CelestiaOrghttps://celestia.org/Eclipsehttps://twitter.com/EclipseFNDhttps://www.eclipse.builders/- - 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.

Chase Chapman and David Phelps join us to discuss what crypto governance gets wrong. This is the most fun conversation we've had on Lightspeed yet! We cover how to make people care about governance, what's holding crypto back, the importance of onchain identity, where Balaji's network state falls short, why you can't L2 your way to PMF and more!- -Timestamps:(00:00) Introduction(01:46) What Crypto Gets Wrong About Governance(11:56) Jokerace: Turning Governance Into Contests(14:09)  Friend.tech and Making Governance Addictive(23:43) What’s Holding Crypto Back?(24:43) Permissionless Plug(30:29) The Importance of Onchain Identity(37:57) Crypto’s Tribalism(44:39) Critiques of Balaji’s Network State (50:00) How Will Crypto’s Topology Play Out?(53:55) Advancing Onchain Literacy(56:01) You Cannot L2 Your Way to PMF(59:23) Rapid Fire- -Follow Chase: https://twitter.com/chaserchapmanFollow David: https://twitter.com/divine_economyFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesDavid's Substackhttps://davidphelps.substack.com/archiveOn The Other Side (Network State episode)https://spoti.fi/3QFj1sHMetropolishttps://www.metropolis.space/https://twitter.com/0xMetropolisJokeracehttps://jokerace.xyz/https://twitter.com/jokerace_xyz- - 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.

Cindy Leow and Chris Heaney join us to discuss how Drift is building the #1 trading experience on Solana. In this episode, we cover Drift's core design and liquidity layers, the advantages of perps, why Drift built on Solana, vertical vs horizontal integration, Drift's distribution framework, what DeFi got wrong and more!- -Timestamps(00:00) Introduction(00:48) Drift: Solana’s Perpetual Swaps Exchange(01:55) The Advantages of Perps(04:08) The Liquidity Trifecta: Drift’s 3 Layers of Liquidity(14:19) Drift’s End Game(17:54) Permissionless ad(26:40) Why Build on Solana?(27:40) Vertical and Horizontal Integration(31:27) Abstracting the Underlying Chain(34:58) How Drift Approaches Distribution(40:41) Customer Acquisition(43:52) What DeFi Got Wrong(54:21) Hot Takes: NFTs Fail if DeFi Fails & Mutable Contracts(59:40) Why Are You Building in Crypto?(01:04:47) Regulation and Building in the US(01:07:57) Rapid Fire- -Follow Cindy: https://twitter.com/cindyleowttFollow Chris: https://twitter.com/crispheaneyFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesDrifthttps://linktr.ee/driftprotocolhttps://twitter.com/DriftProtocol- - 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.

Anatoly Yakovenko joins the podcast to discuss Solana's design for ever-increasing bandwidth and compute. They cover Solana's core thesis, the flaws of L2s, favorite applications, decentralization, and more! Topics include scalability, hardware improvements, parallel execution, Solana's design moat, and the compressed NFT opportunity.

Ansem joins us to discuss why Solana DeFi is the best opportunity in crypto right now. Ansem is one of the top traders in the space who is a master of finding crypto's next narrative. In this episode, we cover the Solana opportunity, why Ansem is bullish on crypto gaming, how to think about L2s vs appchains, the closing investment opportunity, Ansem's favorite crypto applications and more!- -Timestamps(00:00) Introduction(01:18) Terminally Online(03:28) DeFi Kingdoms and Crypto Gaming(06:17) Is Speculation a Feature or a Bug?(08:40) Jito ad(09:44) Permissionless ad(10:44) Why Ansem’s Bullish on Solana DeFi(14:04) The Solana Thesis(22:32) Navigating L2s, Modularity and Appchains(25:39) Why People Should Be Watching Cosmos(32:05) Building Great Products for New Users(37:26) Crypto Twitter(45:22) Today's Unique Opportunity(52:15) Rapid Fire- -This episode is brought to you by Jito.Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!- -Follow Ansem: https://twitter.com/blknoiz06Follow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesJitojito.networkAnsem's Substackhttps://blknoiz06.substack.com/- - 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.

In this podcast, Kyle Samani, co-founder of Multicoin Capital and an independent thinker in the crypto industry, discusses the debate between modular and monolithic approaches in the context of blockchain technology. They explore the challenges faced by developers in the modular approach, the value of global state, Solana's moat, and the future potential of asset ledgers. The conversation also touches on compensating early contributors, involving senators and congressmen in understanding technologies, and the importance of communication and writing.