Are DATs Bullish For Solana? | Carlos Gonzalez Campo

Gm! This week Carlos Gonzalez Campo joins the show to discuss the latest SOL DAT announcements. We deep dive into the impacts of DATs, VanEck's JitoSOL ETF filing, the launchpad wars & more. Enjoy! -- Follow Carlos: https://x.com/0xcarlosg Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Blockworks Careers: https://blockworks.co/careers -- Crypto’s premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. Go to app.katana.network to check it out. -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (04:31) More Solana DATs Are Coming (12:31) Katana Ad (13:22) Eigenlayer Ad (14:23) How To Make A DAT Successful On Solana (23:09) VanEck Files A JitoSOL ETF (28:45) Alpenglow: Solana’s 100x Improvement (37:29) Katana Ad (38:27) Eigenlayer Ad (39:22) The Launchpad Wars (51:09) Prop AMMs -- 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.