Lightspeed

Marius Ciubotariu, founder of Kamino and DeFi builder, shares insights on transforming Kamino into Solana's largest lending protocol. He discusses the importance of on-chain finance and how it facilitates capital efficiency through a unique flywheel effect. Marius dives into recent product launches, including fixed-rate borrowing and off-chain collateral integration, which aim to attract institutional investors. He also contrasts Solana’s rapid growth with Ethereum, predicting that hybrid liquidity models will shape the future of DeFi.

Dan Smith is a data analyst with Blockworks, specializing in the Solana ecosystem. He shares insights on the new Lightspeed investor relations platform and highlights key takeaways from Breakpoint, discussing the contrasting vibes between builders and investors. The conversation emphasizes the rise of prop AMMs as a dominant trend, Solana's potential as an everything chain, and the evolving role of custody and user behavior in the crypto space. Dan also reveals Phoenix Perpetuals and their innovative approach, shaping the future of trading on Solana.

Gm! We're back with Plish to discuss Hylo and their riadmap heading into 2026. We deep dive into the Hylo origin story, how Hylo became Solana's highest yielding stablecoin, risk management during liquidation events, SOL's inflation rate & more. Enjoy! -- Follow Plish: https://x.com/0xPlish Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- 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 (03:38) The Hylo Origin Story (10:58) Peaq Ad (11:24) Sablier Ad (11:52) Risk Management During Market Sell Off’s (16:23) Hylo’s Go To Market Strategy (22:39) Hylo’s Points System (32:16) Hylo’s Roadmap In 2026 (42:46) SOL’s Inflation Rate (43:12) Peaq Ad (43:40) Sablier Ad (46:41) Solana 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.

Carlos Gonzalez Campo, a research analyst at Blockworks Research focused on Solana and DeFi, dives deep into the current state of the Solana network. He discusses Solana’s decentralized Nasdaq thesis, highlighting its potential for on-chain price discovery by 2026. The conversation also covers Jupiter's ambitious vision for a DeFi super-app and the implications of the CMD411 inflation proposal on emissions. Carlos analyzes the growing importance of application revenue and shares insights on DeFi 2.0 projects to watch, offering a comprehensive look at Solana's evolving landscape.

In this engaging discussion, Kollan House, co-founder of MetaDAO and expert in on-chain trading, shares insights on the innovative futarchy model and its potential to revolutionize governance in crypto. He delves into improving the ICO process and the mechanics behind MetaDAO’s curated launchpad. Kollan addresses the dynamics of token buybacks and explores the challenges of integrating existing projects into futarchy. With a thrilling vision for a governance future, he invites founders to join this groundbreaking movement.

Ryan Connor, a researcher at Blockworks, shares insights on macro cryptocurrency trends, while Carlos, known for his Solana commentary, dives into market microstructure. They discuss Solana's recent momentum and the impact of prop AMMs displacing traditional models. The conversation explores the vision of Solana as a decentralized capital market, the potential for tokenized stocks, and the importance of transparency in the evolving DeFi landscape. Key themes for 2026 include deepening liquidity and innovative equity perps, setting the stage for Solana's bright future.

Gm! We're back with Kevin from HumidiFi to discuss how they became the largest prop AMM on Solana. We deep dive into what are prop AMMs, is price discovery moving onchain, launching their token, the aftermath of 10/10 and more. Enjoy! -- Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Join the Lightspeed Telegram: ⁠https://t.me/+QUl_ZOj2nMJlZTEx⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (03:18) What Are Prop AMMs? (07:24) The Monad ICO (10:00) Capital Efficiency & Profitability (17:35) Is Price Discovery Moving Onchain? (27:15) The Aftermath Of 10/10 (32:40) Trading On SOL vs Other L1s (40:13) DEX Aggregators (42:48) What's Next For HumidiFi? (45:26) Launching The WET Token (48:02) What's Next For Solana 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.

Lucas Bruder, Co-founder and CEO of Jito, shares insights into the future of Jito and Solana, diving into concepts like Block Assembly Marketplaces (BAM) and the sandwiching problem in Solana trading. He highlights the transparency BAM brings to transaction sequencing and its significance for traders. Lucas also discusses the biggest opportunities for Jito in 2026, the potential of application-controlled execution, and how these innovations can reshape validator economics and trading efficiency on Solana.

This week, Lei Yang, co-founder of MegaETH, and Namik Muduroglu, its strategy lead, share exciting insights about their innovative Ethereum Layer 2 project. They delve into the mechanics of their high-performance design, highlighting trade-offs between centralization and speed. The duo discusses their ICO strategy, aiming for broad public participation, and the unique auction process. Listeners will hear about the future of low-latency applications, the need for high transaction throughput, and how MegaETH plans to support developer growth while complementing Ethereum.

Kevin Ricoy, aka Kyzer, a crypto commentator and founder of All Might, dives into the latest trends in the crypto space. He critiques Eclipse Foundation's Twitter strategy and discusses how it impacted market perceptions. The conversation highlights counterintuitive trading wins, particularly meme-driven successes. They also address the undercompensation of Ethereum developers, emphasizing the balance between ideals and commercialization in crypto. Kyzer shares insights on Solana's Seeker phone and its market fit, raising questions about future product directions.