The Ultimate Solana Thesis With Michael Marcantonio

Описание: Gm! This week Michael Marcantonio joins the show to discuss the future of Solana & DeFi. We deep dive into Michael's thesis for internet capital markets, Solana's decentralized Nasdaq end state, the role of DATs in DeFi, the Galaxy business model & more. Enjoy!
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Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: ⁠https://app.katana.network/?utm_sourc...
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Timestamps:
0:00 Introduction
1:59 The Ultimate Solana Thesis
5:27 DeFi At Galaxy
7:21 Solana's Decentralized Nasdaq Thesis
12:32 Katana Ad
13:35 Forward Industries & Solana DATs
34:22 Integrating DeFi With Solana DATs
42:18 Internet Capital Markets
52:51 Katana Ad
53:54 The Rise of Prop AMMs
1:04:33 The Galaxy Business Model & Launching GalaxyOne
1:12:11 L1s, L2s & Scalability
1:27:40 What Does Solana Need To Improve?
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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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.