Articles by Solana 🧠Compass 🔥💃 (1615)
Jump Crypto: How To Improve Solana?
Jump Crypto's Michael McGee reveals where Solana's biggest performance wins are hiding, how Firedancer achieves hundreds of thousands of TPS, and why most blockchain problems are just bugs waiting to...
Jump Crypto: The State Of Firedancer | Michael McGee
Michael McGee from Jump Crypto discusses Firedancer's development challenges, the conformance problem, Alpenglow impact, and why Solana's compute limit is holding back performance.
The Solana Launchpad Wars
A deep dive into the dramatic shift in Solana's memecoin launchpad landscape as Let's Bonk overtakes Pump.fun in trading volume through strategic creator onboarding
Reactions: Pump.Fun Confirms ICO
Pump.fun confirms its token launch at a $4B valuation with $720M from private investors. Experts debate the ICO structure, launchpad competition, and Solana ecosystem impact.
Lightspeed Live: Pump Fun's $4B Token Launch - Bullish or Bearish for Solana?
Deep dive into Pump Fun's confirmed $1B+ ICO at $4B valuation, the emerging launchpad wars with Bonk Fun, and whether this token launch is bullish or bearish for the Solana ecosystem.
The Next Evolution Of DePIN
Hivemapper CEO Ariel Seidman reveals which DePIN projects are legitimate, why token prices don't reflect business fundamentals, and the decade-long path to profitability.
How Hivemapper Will Compete With Google Maps | Ariel Seidman
Hivemapper CEO Ariel Seidman discusses the new Volkswagen robotaxi partnership, how AI has transformed operations, and why most DePIN projects aren't actually DePIN.
How To Improve Solana's Market Structure | Eugene Chen
Ellipsis Labs founder Eugene Chen reveals how Atlas L2 and SolFi are reshaping Solana trading, why decentralization isn't always the goal, and what's wrong with crypto market structure.
Can Stablecoins On Solana Compete?
A16z crypto partner Ali Yahya breaks down why Solana must lean hard into stablecoin adoption, the impact of upcoming legislation, and whether network effects will create winner-take-all dynamics.
a16z's Crypto Thesis With Ali Yahya
Ali Yahya of a16z crypto shares insights on the firm's evolving investment thesis, why Solana is positioned for success, stablecoin adoption, and the intersection of crypto and AI.
Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap
Blockworks podcast hosts discuss Bitcoin treasury acquisition vehicles, stablecoin legislation, and whether big tech's move into crypto is real this time at Permissionless IV in Brooklyn.
Crypto's Path Forward In The Next 10 Years - Lightspeed Live at Permissionless 2025
Industry leaders from Pudgy Penguins, Backpack, Baxus, and Inversion Capital discuss why crypto must evolve beyond speculation to capture billions of new users through consumer applications.
Solana's Inflation Is Too High - Lightspeed Podcast
Max Resnick explains why Solana's inflation rate should be lowered, how the US government collects hundreds of millions from SOL staking taxes, and what's next for inflation reform proposals.
Solana's Path To Decentralized Nasdaq | Max Resnick
ANZA's lead economist Max Resnick reveals Solana's ambitious roadmap to compete with TradFi, including Alpenglow timeline, multiple concurrent leaders, and revolutionary market structure changes
How To Fix Crypto's Token Problem - Lightspeed Podcast
6MV's Mike Dudas breaks down the systemic issues plaguing crypto token launches, from market maker manipulation to inflated valuations, and outlines a path toward healthier markets.
The Rise Of Crypto's App Ecosystem - Mike Dudas
Six Man Ventures Managing Partner Mike Dudas breaks down the state of crypto venture investing, Solana's app ecosystem challenges, the pump.fun ICO, and Trump's impact on the industry.
Can Solana DEXs Compete With Hyperliquid?
Deep dive into whether Solana DEXs can compete with Hyperliquid, the bifurcation of DEX volume, and why Pump.fun probably shouldn't build perps.
Solana ETFs Are Coming With Carlos Gonzalez Campo
Deep dive into SEC engagement with Solana ETF issuers, staking possibilities, CLOB vs AMM dynamics, and what Circle's IPO means for the stablecoin sector
Lightspeed - How to Value L1s? Deep Dive with Standard Chartered's Geoff Kendrick
Standard Chartered's Geoff Kendrick explains his GDP-based framework for valuing L1 blockchains, why Solana trades at a discount, and how the crypto value chain may evolve.
Standard Chartered: The Bull Case For Solana | Geoff Kendrick
Standard Chartered's Geoff Kendrick reveals the bank's first Solana forecast, predicting SOL at $275 by year-end. Deep dive into L1 valuations, institutional adoption, and the meme coin debate.
Solana Token Markets
