Lightspeed

Lightspeed

Lightspeed is a podcast for people interested in how crypto can solve real problems and create products users love. It looks back to the garage days of Silicon Valley and talks with the founders and projects aiming to build world-changing products in crypto today.

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Investor Relations in the Onchain Era

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Investor Relations in the Onchain Era

Investor Relations in the Onchain Era

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model. The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities. Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

Making Privacy the Default | Kru & Cal

Making Privacy the Default | Kru & Cal

Gm! In today’s episode, we’re joined by Kru and Cal, co-founders of Umbra, to discuss building privacy infrastructure on Solana using MPC and zero-knowledge technologies. We cover product design, compliance, SDK integrations, and how privacy could drive institutional adoption and improve crypto usability. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Umbra Privacy: https://x.com/UmbraPrivacy Follow Cal: https://x.com/typi_cal_ Follow Kru: https://x.com/kru_tweets?lang=en 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 (1:12) Founders' Backgrounds (5:53) Why Privacy Matters Now (7:38) What Umbra Is Building (12:01) How Privacy Works (15:57) Expansion and Regulation (22:50) UX, Adoption, and Business Model (26:32) Token and Roadmap (32:07) Future of Privacy (41:57) 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 Digital Assets | Regulation, Value Accrual, and Token Design

The Future of Digital Assets | Regulation, Value Accrual, and Token Design

Gm! In today’s round up we are joined by Noah Goldberg of Theia Capital to discuss new SEC guidance distinguishing digital commodities and securities, implications for token design and valuation, and evolving regulatory clarity. We also discuss token versus equity models, KYC tradeoffs, global market access, and whether the industry will shift toward tokenized equity or maintain diverse structures. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Noah: https://x.com/TraderNoah Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:00) SEC Framework (6:35) Market Impact & Value Accrual (13:47) Token Design & Tradeoffs (18:25) Onchain Securities & Regulation (23:50) Market Structure: Public vs. Private (28:54) Early Tokenization (37:28) Global Access & KYC (48:42) Token Models & Endgame (1:08:21) 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.

Harmonic Fires Back in Solana’s Block Building Wars | Ben Coverston

Harmonic Fires Back in Solana’s Block Building Wars | Ben Coverston

Gm! In today’s episode we are joined by Harmonic CEO Ben Coverston to discuss his background in quantitative trading and transition to crypto, the evolution of DeFi on Solana, and Harmonic’s approach to block building and transaction scheduling. We also cover market structure debates, decentralization concerns, competition among block builders, and potential protocol changes like MCP and Alpenglow. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Harmonic: https://x.com/harmonic_gg Follow Temporal: https://x.com/temporal_xyz Follow Ben Coverston: https://x.com/HypoNyms Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:14) Ben's Background (9:34) The Temporal Ecosystem (13:14) Inside Harmonic: Solana's New Block Builder (22:37) Block Builder Wars & Criticism from Competitors (29:26) Solana's Future Architecture (50:07) The Future of DeFi Market Structure (1:00:13) 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.

MetaDAO's Permissionless Launchpad

MetaDAO's Permissionless Launchpad

Gm! In today’s episode we discuss crypto market volatility amid geopolitical tensions and rising institutional interest reflected in Solana ETF inflows. We also discuss tokenized equities and the push toward 24/7 trading, before exploring MetaDAO’s evolving launchpad model, including permissionless fundraising, tokenholder protections, and challenges around launch cadence, incentives, and long-term platform sustainability. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Toma: https://x.com/toma_adv Follow Joe: https://x.com/j0e_cooks Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:04) Solana ETF Inflows (11:42) Tokenized Equities & Nasdaq Kraken (18:01) MetaDAO & Ownership Tokens (37:05) MetaDAO Business Model (53:51) 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.

Crypto’s Rebirth Moment | Tushar, Shayon and Spencer

Crypto’s Rebirth Moment | Tushar, Shayon and Spencer

Gm! In this episode we are joined by Tushar Jain, Shayon Sengupta and Spencer Applebaum from Multicoin Capital to discuss their updated crypto investment thesis, emphasizing blockchains as infrastructure for global financial markets. The conversation explores themes including stablecoin-driven fintech, DeFi integration with traditional apps, tokenized assets, credible neutrality in blockchains, venture opportunities, evolving crypto market cycles, and emerging application experimentation. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Multicoin: https://x.com/Multicoin Follow Shayon: https://x.com/shayonsengupta?lang=en Follow Spencer: https://x.com/SpencerApplebau Follow Tushar: https://x.com/tushar_jain Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:39) Multicoin Update (9:18) Multicoin’s New Crypto Thesis (14:26) FinTech 4.0 & Stablecoins (20:45) The DeFi Mullet Model (25:02) Credibly Neutral Blockchains (32:06) Where Multicoin Is Investing (37:10) The Current Crypto Market (42:46) Venture Opportunities in Crypto (53:06) 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.

Tokenized Equities, Kamino RWAs and zachXBT Investigation

Tokenized Equities, Kamino RWAs and zachXBT Investigation

Gm! In this episode, we discuss recent trends in the Solana ecosystem, including declining onchain revenue, continued inflows into Solana-related ETFs, and growth in tokenized equities. We also cover liquidity and structural challenges in onchain equity markets, RWA expansion on Kamino, and the Axiom insider trading controversy. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Toma: https://x.com/toma_adv Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:17) Solana Monthly Update (8:18) Tokenized Equities Explained (20:11) Onchain Stock Liquidity (24:16) RWAs on Kamino (38:51) Axiom Insider Trading (52:31) 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.

Introducing: Inflection Point | The Crypto-TradFi Convergence

Introducing: Inflection Point | The Crypto-TradFi Convergence

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy! — Inflection Point: Apple 🎙️: https://bit.ly/3QKdX5a Spotify 🎙️: https://bit.ly/3YhGJy3 YouTube 🎥: https://link.blockworks.co/46Cee2q — Follow Matt: ⁠⁠https://x.com/Matt_Hougan⁠⁠ Follow David: ⁠⁠https://x.com/dlawant⁠⁠ Follow Michael: ⁠⁠https://x.com/marcryptonio⁠⁠ Follow Marc: ⁠⁠https://x.com/marcarjoon⁠⁠ Follow Inflection Point: ⁠⁠https://x.com/BWInflection⁠⁠ Follow Blockworks: ⁠⁠https://x.com/Blockworks_⁠⁠ — Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code INFLECTION200 for $200 OFF! ⁠⁠https://blockworks.co/event/digital-asset-summit-nyc-2026⁠⁠ — Timestamps (00:00) Intro To Inflection Point (06:48) The Convergence Between TradFi & Crypto (22:20) Crypto's Biggest Advantages & Hurdles (36:15) Crypto's Changing Market Structure (41:00) Prices, Sentiment & Long-Term Allocators (46:00) Evolution Of Crypto Options & Yield (51:30) Is The 4-Year Cycle Dead? (01:02:00) Final Thoughts — Disclaimer: Nothing said on Inflection Point 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast

Solana’s Institutional Moment | Nick Ducoff

Solana’s Institutional Moment | Nick Ducoff

Gm! In this episode we’re joined by Nick Ducoff, Head of Institutional Growth at the Solana Foundation, to explore Solana’s institutional adoption and the rise of internet capital markets. We discuss the growth of tokenized real-world assets, stablecoins, and onchain equities, alongside regulatory dynamics, institutional tooling gaps, and the structural advantages of public blockchains. We also discuss emerging opportunities in real estate, municipal bonds, and expanding global investor access. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Solana: https://x.com/Solana Follow Nick: https://x.com/nickducoff?lang=en Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:08) Nick's Path to Solana (8:25) Institutional Adoption in Action (10:49) Why Institutions Are Choosing Solana (20:37) Institutional Archetypes & Regulatory Constraints (23:49) The RWA Landscape: Yield, Stablecoins & Equities (31:51) Canonical Tokens vs Market Fragmentation (34:45) What's Next: Real Estate & Municipal Bonds (40:57) Why This Cycle is Different (43:24) 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.

0xResearch: Jito BAM and Solana Market Structure | Lucas Bruder

February 26, 2026

0xResearch: Jito BAM and Solana Market Structure | Lucas Bruder

Gm! In today’s episode we have a 0xResearch crosspost where they were joined by Lucas Bruder, Co-Founder of Jito Labs to discuss Jito’s BAM block builder on Solana, highlighting transparency, verifiability, and application-controlled execution. They also cover market structure, stake adoption, MCP, slot time reductions, and JitoSOL’s ETF efforts. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Jito Labs: https://x.com/jito_labs Follow Lucas Bruder: https://x.com/buffalu__ Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Boccaccio: https://x.com/salveboccaccio Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:54) Why Jito Built BAM (5:50) Application-Controlled Execution Explained (11:30) MCP and Solana's Future (15:56) BAM Adoption and Stake Growth (33:13) Cutting Slot Times on Solana (40:28) JitoSOL and the ETF Push (47:09) AI, Products, and the Road Ahead (50:40) 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 DeFi-Native Prime Broker | MacBrennan Peet

February 25, 2026

The DeFi-Native Prime Broker | MacBrennan Peet

Gm! In this episode, we’re joined by MacBrennan Peet, Founder of Project 0, to discuss how the platform is tackling capital and risk fragmentation across DeFi venues. We cover unified margin, cross-venue credit, automated strategies, dynamic risk management, integrations across Solana lending markets, and Project 0 Pay. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Project 0: https://x.com/Project0 Follow MacBrennan: https://x.com/macbrennan_cc Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:48) MacBrennan's Path to Project 0 (5:39) Rebuilding Prime Brokerage for DeFi (8:48) Unified Margin Across DeFi Venues (19:59) Automated DeFi Strategies (26:57) Risk Management & Asset Onboarding (31:51) The Evolution of Automated Strategies (35:19) Project 0 Pay Explained (46:33) Competing With DeFi Super Apps (51:10) What's Next for Project 0 (55:06) 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.

Solana’s Block Building Battle: Jito BAM vs. Harmonic

February 19, 2026

Solana’s Block Building Battle: Jito BAM vs. Harmonic

Gm! In this episode we discuss Blockworks’ new Solana-focused Lightspeed IR platform and a report on Solana block building. We examine the rivalry between Jito BAM and Harmonic, impacts on transaction ordering, fees, market structure, validator clients, and the push toward protocol-level solutions like MCP and application-controlled execution.Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:42) Lightspeed IR Platform Launch (6:40) Block Building on Solana (12:28) Jito Bam vs. Harmonic: Architecture Breakdown (16:51) MEV, Fees, and Market Structure Impacts (34:04) MCP and Solana's Path Forward (48:49) What Happened to Jito and Harmonic? (55:55) Alpenglow & MCP Timeline (59:03) 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.

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