Lightspeed
Lightspeed
January 6, 2026·1:00:36

Where To Allocate In 2026 | Matty Taylor

Gm! We're back with Matty Taylor to unpack what's next for Colosseum in 2026. We deep dive into where Matty sees the most opportunity right now, crypto token vs equity problem, token buybacks, Solana DeFi and more. Enjoy!

--

Follow Matty: https://twitter.com/mattytay

Follow Danny: https://x.com/defi_kay_

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

Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠

--

PFOF on Solana: https://x.com/bqbrady/status/2005661528096436394

--

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

(05:21) The Colosseum Model

(12:55) Colosseum’s Accelerator Cohort 4

(16:02) Peaq Ad

(16:28) Sablier Ad

(16:57) Where To Allocate In 2026?

(23:51) How To Fix Crypto’s Token Problem

(38:05) The Best Way To Launch A Token

(48:06) Peaq Ad

(48:32) Sablier Ad

(49:00) Token Buybacks

(52:05) Solana DeFi 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.

Where To Allocate In 2026 | Matty Taylor

0:000:00

Share this episode

Subscribe & Listen

More from Lightspeed

The Institutional Shift Driving Crypto Forward
45:18
April 2, 2026

The Institutional Shift Driving Crypto Forward

Gm! In today’s episode, we cover institutional crypto adoption, tokenization, and regulatory developments, along with Blockworks IR and disclosure frameworks. We also explore perpetual markets, product innovation, and trends across DeFi, neobanking, stablecoins, and DePIN as crypto and traditional finance continue to converge. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Dan Smith: https://x.com/smyyguy Follow Carlos: https://x.com/0xcarlosg 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 (1:59) Institutional Bull Market (5:20) Perps Come to America? (9:05) Why TTF Matters (14:31) Blockworks IR Is Live (19:30) What’s Real at DAS? (28:13) Crypto Apps Become Neobanks (35:50) DePIN Finally Scales (42:26) What’s Crypto’s Next Game? (44:41) 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 DeFi Trading: Routers, Perps, and MCP | Eugene Chen
54:38
March 31, 2026

The Future of DeFi Trading: Routers, Perps, and MCP | Eugene Chen

Gm! In this episode, Eugene Chen, CEO of Ellipsis Labs, joins us to break down Solana’s evolving market structure and the launch of Phoenix Perps. We explore onchain trading design, routing and sequencing challenges, MCP’s role, and how user behavior and incentives are shaping the future of DeFi. Enjoy! -- Follow Lightspeed: https://x.com/Lightspeedpodhq Follow Ellipsis Labs: https://x.com/ellipsis_labs Follow Eugene: https://x.com/0xShitTrader 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 (2:25) Solana Market Structure Shift (8:07) Why Phoenix Perps Now (21:16) Why Perps Need No Router (29:39) What Solana Must Improve (34:49) The Block Builder Problem (43:24) Will DeFi Mimic TradFi? (52:48) Phoenix Perps Launch Plans (53:38) 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.

Designing the Future of Payments Systems | Konstantin Richter & Tom Zschach
22:36
March 26, 2026

Designing the Future of Payments Systems | Konstantin Richter & Tom Zschach

Gm! This episode features a panel from DAS New York with Konstantin Richter and Tom Zschach. The discussion covers traditional financial infrastructure, the integration of digital assets, and emerging concepts like agentic payments, along with regulatory gaps, system design challenges, and how SWIFT intersects with evolving crypto-based payment systems.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Konstantin Richter: https://x.com/konstantin11 Follow Tom Zschach: https://x.com/TomZschach 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 (4:08) What Are Agentic Payments? (7:29) Machine Accountability (12:23) Regulation Still Lags (17:16) Do Rails Replace Swift? (20:48) Crypto Needs Systems Design (22:14) 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.

द्वारा प्रबंधित

© 2026 सोलाना फाउंडेशन। सर्वाधिकार सुरक्षित।
जुड़े रहें