The KelpDAO Hack and DeFi’s Stress Test | Ian Unsworth
Gm! In today’s episode, we’re joined by Ian Unsworth, Co-founder of Kairos Research, to break down the KelpDAO hack and its impact on DeFi, from liquidity outflows to risk management. We also cover stablecoin yield strategies, Ethena’s backing model, Layer 2 risks like Scroll, and emerging infrastructure like DoubleZero Edge.
Enjoy!
--
Follow Lightspeed: https://x.com/Lightspeedpodhq
Follow Kairos Research: https://x.com/Kairos_Res
Follow Ian: https://x.com/Ian_Unsworth
Follow Danny: https://x.com/defi_kay_
Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(2:56) rsETH Hack
(11:40) Are DeFi Rates Worth It?
(19:45) Scroll’s Gas Price Controversy
(25:46) Ethena’s Backing and Yield Model
(38:48) Why DoubleZero Edge Matters
(45:39) Solana Value Capture Debate
(58:22) Where DoubleZero Goes Next
(1:00:55) Closing Comments
--
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.
The KelpDAO Hack and DeFi’s Stress Test | Ian Unsworth
Subscribe & Listen
DoubleZero Edge: Democratizing the Speed Advantage | Austin Federa
Tokenizing Private Markets: Inside the Rise of PreStocks | Xavier Ekkel
More from Lightspeed
The Future of Onchain Collateral | Misha Putiatin
Gm! In today’s episode, we’re joined by Misha Putiatin, Co-Founder of Symbiotic, to discuss the evolution of shared collateral infrastructure, the launch of Core V2, and the future of bringing real-world assets onchain. We also cover liquidity, composability, risk management, compliance challenges, institutional adoption, and Symbiotic’s roadmap for expanding collateral markets and DeFi integrations. Enjoy! -- Follow Lightspeed: https://x.com/Lightspeedpodhq Follow Symbiotic: https://x.com/Symbioticfi Follow Misha: https://x.com/Psalom Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:14) Misha’s Crypto Origin (6:38) Beyond Shared Security (9:32) Permissionless Collateral Markets (13:02) Core V2 Explained (16:15) Unlocking RWA Liquidity (22:04) Making RWAs Composable (31:09) Managing Collateral Risk (40:30) Symbiotic’s Next Milestones (48:10) Closing Comments -- 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.
The Next Battle for Crypto Trading
Gm! In today's episode, we discuss Strategy's Bitcoin treasury approach, whether crypto markets can decouple from Bitcoin, slowing momentum in tokenized stocks, listing strategies for onchain equities, the battle between Solana, Hyperliquid, and centralized exchanges, and whether renewed meme coin activity signals a broader revival in Solana trading. Enjoy! -- Follow Lightspeed: https://x.com/Lightspeedpodhq Follow Toma: https://x.com/toma_adv Follow Joe: https://x.com/j0e_cooks Follow Sam: https://x.com/minnus Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:43) Strategy’s Bitcoin Dilemma (6:51) Can Crypto Decouple From Bitcoin? (10:54) Tokenized Stocks Cool Off (18:03) Solana Spot vs Hyperliquid Perps (24:26) Coinbase, Binance, and Onchain Rails (34:49) Meme Coins Return? (43:09) Closing Comments -- 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.
The Future of Finance Starts Onchain | Armani Ferrante
Gm! In today's episode, we're joined by Armani Ferrante, founder and CEO of Backpack, to discuss the evolution of Backpack, tokenized equities, regulatory strategy, and building a crypto-native financial institution. We also explore Solana's growth, market structure, token design, 24/7 stock trading, global financial infrastructure, and the long-term role of tokenized assets and decentralized networks. Enjoy! -- Follow Lightspeed: https://x.com/Lightspeedpodhq Follow Backpack: https://x.com/Backpack Follow Armani Ferrante: https://x.com/armaniferrante Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:44) Armani’s Solana Journey (13:28) Why Backpack Chose Regulation (23:34) Building Crypto’s Financial Stack (35:38) Tokenized Stocks at Scale (45:42) Tokens, Equity, and Incentives (59:03) The Future of Tokenized Assets (1:09:28) Closing Comments -- 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