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Podcast: Lightspeed
Episode: Solana Thesis: The Fastest Horse Rises From the Ashes | Ryan Watkins, Wilson Withiam
Description: Ryan Watkins and Wilson Withiam join us to discuss their Solana thesis and how crypto has just entered its next phase of adoption. Ryan is the founder of Syncracy Capital (a crypto hedge fund), and Wilson is their Head of Research. In this episode, we discuss the Bitcoin spot ETF, the Ethereum and LDO thesis, the MakerDAO opportunity, the Solana thesis, investing in SOL vs Solana applications, the DA Layer wars and more!- -Timestamps(00:00) Introduction(01:16) The Bitcoin ETF Approval(05:04) The Ethereum...