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Podcast: Lightspeed
Episode: How SVM Adoption Impacts the Solana Thesis | Joe McCann, Mike Dudas
Description: Joe McCann and Mike Dudas join us to discuss their Web3 investment framework. We cover Solana's core advantage and if SVM adoption impacts their thesis, investing in monolithic vs modular infrastructure, the state of crypto venture capital, the key to attracting new developers, crypto's most exciting verticals and more! Joe and Mike are two prolific investors with unique insights you won't want to miss.- -Timestamps(00:00) Introduction(00:51) Joe and Mike’s “Earned Secret”(14:22) The Solana Thesis(32:04) Jito MidRoll(33:08) Investing in Monolithic vs Mod...