Lightspeed Blockworks

Gm! This week Rushi Manche of Movement Labs joins the show to discuss why 2023 was the year of DA & 2024 will be the year of the VM. Enjoy!
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Follow Rushi: https://twitter.com/rushimanche
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
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Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.
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Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

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
(04:22) Moving Past The EVM
(06:22) VM Composability
(10:30) Helium Mobile Ad
(11:32) 2024: The Year Of The VM
(12:56) L1 vs L2 Trade-Offs
(16:13) General Purpose vs App Specific Chains
(21:38) Zk vs Optimistic Rollups
(23:42) App Fragmentation & Interoperability
(27:43) Shared Sequencers
(33:34) Do L2s Have Staying Power?
(37:37) VM Market Penetration: Attracting New Devs to Web3
(38:42) Solana Transactions Dropping Is Bullish
(45:12) Scaling Solutions To Watch In 2024
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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, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we invite Anatoly Yakovenko & Lucas Bruder to the show for a discussion on the current state of Solana. We deep dive into the transaction problem as on chain volumes have exploded in recent months. Toly & Lucas explore the solutions that could help to increase chain performance & what's next for Solana. Enjoy!
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Follow Anatoly: https://twitter.com/aeyakovenko
Follow Lucas: https://twitter.com/buffalu__
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
--
Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

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
(01:54) Solana Chain Performance
(12:05) Helium Mobile
(13:08) The Criticism's Of Stake Weight QoS
(24:59) The QoS Patch Rollout
(27:31) Solana's TPS Problem
(31:40) The End State For Priority Fees
(35:00) Blocks Should Always Be Full
(43:45) The Solana End State
(52:33) Wen Dynamic Rent Fee?
(58:54) Solana Restaking
(01:05:07) MEV On Solana
(01:08:54) Firedancer
--
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, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we invite Cindy & Chris from Drift to the show to discuss how they're building the largest perps DEX on Solana. Enjoy!
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Follow Cindy: https://twitter.com/cindyleowtt
Follow Chris: https://twitter.com/crispheaney
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
--
Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
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, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we discuss the state of the network, MarginFi drama, Uniswap vs the SEC, airdrops, Monad's $225 million raise & more. Enjoy!
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Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com

Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.
--
(00:00) Introduction
(01:24) Solana: State Of The Network
(13:03) Helium Mobile Ad
(14:05) Do Validators Need To Be Profitable?
(17:36) MarginFi
(33:28) Airdrops
(36:58) SEC Sends Uniswap a Wells Notice
(46:42) Monad Raises $225 Million
--
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, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week we discuss why users are having more failed & dropped transactions on Solana. To hear all this & more, you'll have to tune in!
--
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

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) Why Are Transactions Dropping?
(10:56) Solana's Spam Flywheel
(27:18) Fee Mechanism Timeline
(32:16) Ellipsis Labs Raises $20 Million
(35:56) Ore: Bitcoin 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, Dan and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week, Jesse Pollak creator of Base joins the show for a discussion on what the team have been building. As retail activity picks up on both Solana & Base, we thought why not just invite Jesse to the show to discuss the L2 end game, network scaling, base fee revenue & much more. Enjoy!
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Follow Jesse: https://twitter.com/jessepollak
Follow Mert: https://twitter.com/0xMert_
Follow Dan: https://twitter.com/smyyguy
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:42) The Base Origin Story
(11:49) The L2 End Game
(16:21) Virtual Machine: Alt vs EVM
(21:19) Decentralizing The Sequencer
(28:05) The Security Council & Blast Exploit
(36:30) L2 & L3 Interoperability
(44:10) Network Scaling: Two Paths, One Endgame
(46:50) Data Availability
(53:34) Base Fee Revenue
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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, Dan and our guests may hold positions in the companies, funds, or projects discussed.