Crypto Stress Test: Fees, Volatility, and Chain Performance
Gm! In this episode Danny, Dan and Ian discuss recent market volatility across crypto and commodities, onchain performance during stress events, chain fee dynamics, AI agents interacting with crypto rails, and Pump.fun’s revenue, buybacks, and long-term value capture debate.
Enjoy!
--
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Follow Kairos Research: https://x.com/Kairos_Res
Follow Ian: https://x.com/Ian_Unsworth
Follow Dan Smith: https://x.com/smyyguy
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
(1:30) Market Stress and Onchain Performance
(19:54) AI Agents and Crypto Rails
(34:34) Pump.fun: Revenue, Buybacks, and Memecoin Markets
(42:58) Solana and the Value Capture Debate
(1:05:04) 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 Stress Test: Fees, Volatility, and Chain Performance
Subscribe & Listen
Building the Onchain Super App | Xiao-Xiao J. Zhu
Building the Next-Gen Perps Engine on Solana | Tristan Frizza
More from Lightspeed
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
Is DePIN Entering Its Next Growth Phase?
Gm! In this episode, we break down the latest developments in tokenized equities, including Backpack’s stock offerings on Solana and growing competition from Base. We also discuss the rise of social trading platforms like Fomo, Noble Mobile’s acquisition of Helium Mobile, Helium’s evolving network economics, HIP-149, and what these changes could mean for the next phase of growth across the DePIN sector. Enjoy! -- Follow Lightspeed: https://x.com/Lightspeedpodhq Follow Nick Carpinito: https://x.com/0xMetaLight 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 -- 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) Tokenized Equities Heat Up (9:21) Coinbase, IPOs, and Listings (19:26) Fomo’s Big Raise (23:26) Can Fomo Escape Memes? (33:03) Noble Acquires Helium Mobile (37:56) Helium Economics and HIP-149 (48:10) DePIN’s New Funding Models (53:39) Geodnet Bucks the Trend (56:47) 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.