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The Ultimate Solana Thesis With Michael Marcantonio

The Ultimate Solana Thesis With Michael Marcantonio

Galaxy's Head of DeFi reveals why Solana is positioned to become the decentralized NASDAQ and capture the global tokenized securities market

Podcast Summary Lightspeed
Solana 🧭 Compass · Oct 07, 2025 · 26 min read
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Privy CEO: Why Did Stripe Acquire Privy?

Privy CEO: Why Did Stripe Acquire Privy?

Privy CEO Henri Stern explains why Stripe acquired the wallet infrastructure company, discusses crypto payment rails, agentic payments, and shares insights on Solana's unique position in the multi-chain future.

Podcast Summary Lightspeed
Solana 🧭 Compass · Oct 03, 2025 · 26 min read
Lightspeed - Solana Gets Even Faster With Robin A. Nordnes

Lightspeed - Solana Gets Even Faster With Robin A. Nordnes

Robin Nordnes explains how Raiku's $13.5M raise will bring guaranteed transaction inclusion and sub-50ms pre-confirmations to Solana, unlocking institutional use cases.

Podcast Summary Lightspeed
Solana 🧭 Compass · Oct 01, 2025 · 26 min read
The State Of Solana, Frankendancer & Crypto's Bullish Catalysts | Ian Unsworth

The State Of Solana, Frankendancer & Crypto's Bullish Catalysts | Ian Unsworth

Deep dive into Solana's strongest bull catalysts including Forward Industries' $1.4B treasury, Frankendancer performance, stablecoin strategy, and Pump Fun's explosive growth with Kairos Research co-founder Ian Unsworth

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 26, 2025 · 27 min read
The Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang

The Solana Bull Thesis & Pantera's DAT Strategy | Cosmo Jiang

Pantera Capital's Cosmo Jiang reveals why they launched HSDT, their Solana digital asset treasury, with over $1 billion in disclosed SOL holdings and plans to become the preeminent Solana DAT.

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 23, 2025 · 28 min read
The Future Of Onchain Capital Markets Is On Solana | Chris Chung

The Future Of Onchain Capital Markets Is On Solana | Chris Chung

Chris Chung reveals how Titan's mathematical optimization approach beats traditional DEX aggregators and why Solana is positioned to dominate internet capital markets

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 19, 2025 · 29 min read
TradFi Unlocked: Discussing the VanEck JitoSOL ETF S-1 Filing

TradFi Unlocked: Discussing the VanEck JitoSOL ETF S-1 Filing

Lucas Bruder, CEO of Jito Labs, discusses VanEck's groundbreaking S-1 filing for the first 100% liquid staking token ETF backed by JitoSOL, offering 7-8% yield to traditional investors.

Podcast Summary
Solana 🧭 Compass · Sep 18, 2025 · 27 min read
Collector Crypt: Onchain Capital Markets On Solana | Tuomas Holmberg

Collector Crypt: Onchain Capital Markets On Solana | Tuomas Holmberg

Discover how Collector Crypt is revolutionizing the $10B+ trading card industry by bringing physical collectibles on-chain with positive EV mechanics, AI pricing oracles, and deep Solana integration.

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 16, 2025 · 28 min read
Sanctum Founder: Solana's Liquid Staking Future | FP Lee

Sanctum Founder: Solana's Liquid Staking Future | FP Lee

FP Lee reveals Sanctum's expansion beyond liquid staking into transaction landing infrastructure, the acquisition of Ironforge, and why infinite LSTs are Solana's future.

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 12, 2025 · 28 min read
SEC Commissioner Hester Peirce: A New Era For Crypto In The U.S

SEC Commissioner Hester Peirce: A New Era For Crypto In The U.S

SEC Commissioner Hester Peirce discusses the regulatory pivot on crypto, liquid staking clarity, tokenized equities, and what builders should do now to capitalize on this historic moment.

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 09, 2025 · 29 min read
DATs & ETFs Will Be Solana's Next Big Catalyst

DATs & ETFs Will Be Solana's Next Big Catalyst

Brandon Potts breaks down why Solana DATs and ETFs could create $100 billion in market cap value and why institutions may be underpricing these catalysts.

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 09, 2025 · 25 min read
Solana's Next Big Catalyst | Brandon Potts

Solana's Next Big Catalyst | Brandon Potts

Framework Ventures partner Brandon Potts breaks down Solana's upcoming catalysts including DATs, ETFs, stablecoins, and the emerging DeFi 2.0 narrative that could reshape the ecosystem.

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 05, 2025 · 26 min read
Guaranteed Solana TX Inclusion with Raiku, feat Robin, Founder and CEO of Raiku

Guaranteed Solana TX Inclusion with Raiku, feat Robin, Founder and CEO of Raiku

Robin, founder of Raiku, explains how validator sidecars and ahead-of-time block auctions solve Solana's transaction inclusion challenges for high-performance DeFi applications.

Podcast Summary Solfate
Solana 🧭 Compass · Sep 04, 2025 · 30 min read
Are DATs Bullish For Solana DeFi?

Are DATs Bullish For Solana DeFi?

Sang Kim explains why Solana DATs investing billions in DeFi protocols like Fragmetric could trigger a new DeFi summer while helping companies hedge inflation.

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 03, 2025 · 23 min read
Solana DeFi Summer Is Coming | Sang Kim

Solana DeFi Summer Is Coming | Sang Kim

Fragmetric co-founder Sang Kim explains how Solana DATs could drive restaking adoption, generate sustainable DeFi yields, and why he's more bullish on Solana restaking than Eigenlayer.

Podcast Summary Lightspeed
Solana 🧭 Compass · Sep 02, 2025 · 25 min read
Prop AMMs Are Solana's Biggest DeFi Innovation | Chris Hermida

Prop AMMs Are Solana's Biggest DeFi Innovation | Chris Hermida

Deep dive into prop AMMs - the innovative trading infrastructure giving Solana users tighter spreads than centralized exchanges while reshaping DeFi market structure.

Podcast Summary Lightspeed
Solana 🧭 Compass · Aug 29, 2025 · 30 min read
Alpenglow: Solana's 100x Improvement

Alpenglow: Solana's 100x Improvement

Solana's Alpenglow proposal promises 100x faster finality at 150ms. Deep dive into what this means for validators, Firedancer, and the future of blockchain performance.

Podcast Summary Lightspeed
Solana 🧭 Compass · Aug 27, 2025 · 25 min read
The Jupiter End Game With Kash Dhanda

The Jupiter End Game With Kash Dhanda

Kash Dhanda reveals Jupiter's ambitious lending strategy, the power of JLP as Solana's cornerstone asset, and why UX-first design is winning the DeFi race.

Podcast Summary Lightspeed
Solana 🧭 Compass · Aug 26, 2025 · 25 min read
Are DATs Bullish For Solana? | Carlos Gonzalez Campo

Are DATs Bullish For Solana? | Carlos Gonzalez Campo

Deep dive into the billion-dollar Solana DAT announcements from Galaxy, MultiCoin, and Sharps Technology, plus VanEck's groundbreaking JitoSOL ETF filing and the upcoming Alpenglow upgrade.

Podcast Summary Lightspeed
Solana 🧭 Compass · Aug 26, 2025 · 24 min read
The Future Of DeFi On Solana | Kash Dhanda & Samyak Jain

The Future Of DeFi On Solana | Kash Dhanda & Samyak Jain

Deep dive into Jupiter's new lending product built with Fluid, featuring insights on capital efficiency, smart debt, and the future of decentralized finance on Solana.

Podcast Summary Lightspeed
Solana 🧭 Compass · Aug 22, 2025 · 28 min read
Does Solana Need A DAT Strategy?

Does Solana Need A DAT Strategy?

Anna Yuan discusses whether Solana needs a dedicated DAT strategy, comparing ecosystem token investments to Bitcoin and Ethereum approaches, and exploring the future of DeFi token valuations.

Podcast Summary Lightspeed
Solana 🧭 Compass · Aug 20, 2025 · 23 min read
SOL Needs More Than DAT | Anna Yuan

SOL Needs More Than DAT | Anna Yuan

Anna Yuan discusses why Solana is falling behind in the DAT race, what the ecosystem can learn from Bitcoin and Ethereum, and her vision for a Solana DAT strategy.

Podcast Summary Lightspeed
Solana 🧭 Compass · Aug 19, 2025 · 29 min read
The State Of DeFi Lending With Mary Gooneratne

The State Of DeFi Lending With Mary Gooneratne

LoopScale's Mary Gooneratne breaks down the three major innovations in DeFi lending and reveals what's still needed to bring massive capital on-chain.

Podcast Summary Lightspeed
Solana 🧭 Compass · Aug 19, 2025 · 29 min read
Solana's Breakout DeFi Lending Protocol | Mary Gooneratne

Solana's Breakout DeFi Lending Protocol | Mary Gooneratne

Mary Gooneratne reveals how Loopscale's order book lending model unlocks new DeFi use cases on Solana, from whiskey financing to DePIN leverage.

Podcast Summary Lightspeed
Solana 🧭 Compass · Aug 15, 2025 · 27 min read
The Solana Ecosystem Call | August 2025

The Solana Ecosystem Call | August 2025

Comprehensive breakdown of Solana's August 2025 ecosystem call covering 15 major wins, digital asset treasuries, proprietary AMMs, rev coins, and the explosive growth across DeFi, stablecoins, and global adoption.

Podcast Summary Superteam
Solana 🧭 Compass · Aug 14, 2025 · 26 min read