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.

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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 Modular Protocols

(42:08) Eclipse and the SVM Value Accrual Debate

(49:17) The State of Crypto Venture Capital

(58:56) Applications and Sectors to Watch

(01:06:00) The Crypto Media Landscape

(01:09:00) Rapid Fire

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Resources

Jito

jito.network

6th Man Ventures

https://6thman.ventures/

Asymmetric

https://asymmetric.financial/

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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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

How SVM Adoption Impacts the Solana Thesis | Joe McCann, Mike Dudas 01:17:59 Share

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Shownotes Transcript

How SVM Adoption Impacts the Solana Thesis | Joe McCann, Mike Dudas