Santiago Santos joins us to discuss his crypto investment thesis and conviction in Solana's adoption flywheel. Santiago is a prolific investor, co-host of Empire and one of the most respected minds in crypto. In this episode, we discuss Santi's crypto thesis, Solana's incredible flywheel, scarcity vs abundance, if decentralization matters, Santi's favorite investment themes and more!

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(00:00) Introduction

(1:19) Why Crypto Matters

(4:42) How to Build and Keep Conviction

(15:36) Santi’s Solana Thesis

(23:30) Scarcity vs Abundance Mindset

(36:57) DAS Promo

(37:54) Solana vs Ethereum DeFi

(42:27) Does Decentralization Actually Matter?

(46:29) Predictions and Investment Themes

(53:59) Crypto Banks and Coinbase’s Opportunity

(58:58) Running and Life Lessons

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Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

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Resources

Empire podcast

https://spoti.fi/3vFsYh6

The Summit by Santi

https://medium.com/@santiago.rs/the-summit-an-exploration-of-goals-and-values-17a7f782dccd

Helius' blog post on Firedancer

https://www.helius.dev/blog/what-is-firedancer

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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.

Solana's Flywheel: Why It's Time to Reevaluate Your Solana Thesis | Santiago Santos 01:10:24 Share

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Solana's Flywheel: Why It's Time to Reevaluate Your Solana Thesis | Santiago Santos