Launching Crypto's Largest Tokenized Fund On Solana | Michael Sonnenshein
Gm! This week we're joined by Michael Sonnenshein to discuss the future of tokenization. We deep dive into the launch of BUIDL: crypto's largest tokenized fund, institutional demand to build on Solana, Ripple's $1.25b acquisition & more. Enjoy!
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Michael: https://x.com/Sonnenshein
Follow Jack: https://x.com/whosknave
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Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
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Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.
The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.
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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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(00:00) Introduction
(04:02) Launching The BUIDL Fund
(06:29) Working With Ethena
(09:49) Zenrock Ad
(10:32) Tokenization
(16:27) Institutional Demand To Build On Solana
(19:22) DeFi’s Breakout Moment
(23:48) Crypto Payments
(26:47) Should We Tokenize Everything?
(30:17) Zen Rock Ad
(31:01) Ripple’s $1.25b Hidden Road Acquisition
(32:50) Final Thoughts
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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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
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34:45
2025 Is Solana's Biggest Year | Weekly Roundup
Gm! This week we're back with another roundup episode to discuss why 2025 is setup to be one of Solana's biggest years. We deep dive into new network upgrades on the horizon, the Microstrategy of Solana playbook, do stablecoins need their own chains & more. Enjoy!
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Follow Dan: https://x.com/smyyguy
Follow Jack: https://x.com/whosknave
Follow Mert: https://x.com/0xMert_
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
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(00:00) Introduction
(01:04) TradFi = Crypto With Suits
(07:51) 2025: Solana’s Biggest Year
(14:34) Ledger Ad
(17:23) The Microstrategy Of Solana Impact
(25:12) Crypto’s Narrative Problem
(29:00) How To Best Execute In Crypto
(31:30) Ledger Ad
(32:19) Do Stablecoins Need Their Own Chains?
(41:01) Circle’s S-1 & Stablecoin Business Models
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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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
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47:41
The State Of Solana With Carlos Gonzalez Campo
Gm! This week we're joined by Carlos Gonzalez Campo to reflect on the Solana network in March. We deep dive into the state of markets, why Solana is selling off, app vs protocol revenue, REV, stablecoin growth & more. Enjoy!
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Solana March 2025 Update: https://x.com/blockworksres/status/1909216068134191158
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Follow Carlos: https://x.com/0xcarlosg
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
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Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.
The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. Visit zenbtc.io to learn about earning yield with Bitcoin on Solana.
--
Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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(00:00) Introduction
(00:51) State Of The Market
(02:54) Why Is SOL Nuking?
(06:05) Transactions On Solana
(09:50) ZenRock Ad
(10:34) REV On Solana
(13:54) App vs Protocol Revenue
(25:08) ZenRock Ad
(25:52) Toxic Order Flow On Solana
(31:52) Stablecoin Growth On Solana
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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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
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41:46
Are Meme Coins Really Dead? | Weekly Roundup
Gm! This week we're back with another weekly roundup episode to discuss the launch of PumpSwap & the data around meme coins on Solana. We deep dive into are meme coins really dead, Tron flips Solana in REV, the STABLE act draft & more. Enjoy!
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Follow Dan: https://x.com/smyyguy
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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(00:00) Introduction
(01:03) The Launch Of PumpSwap
(12:18) SocialFi
(20:05) Are Meme Coins Dead?
(21:36) Tron Flips Solana In REV
(27:15) The STABLE Act Draft
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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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
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33:22
The Ultimate Jito Thesis | Shayon Sengupta
Gm! This week Shayon Sengupta joins the show to discuss a recent research report published by Multicoin Capital on Jito. We deep dive into the Jito thesis, token buybacks, why MEV drives L1 value accrual & more. Enjoy!
Link to the Jito (JTO) Asset Report: https://x.com/shayonsengupta/status/1896994763842445423
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Follow Shayon: https://x.com/shayonsengupta
Follow Jack: https://x.com/whosknave
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed
Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx
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Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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(00:00) Introduction
(01:11) The Jito Thesis
(07:01) Token Buybacks
(14:17) Token Value Accrual
(21:38) Jito’s Impact On Solana
(37:07) Firedancer
(42:16) Jito Restaking
(47:11) Why MEV Drives L1 Value
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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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.
Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.
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