Episode Details

Lightspeed Cross-Post: The State Of Solana With Carlos Gonzalez Campo
8/4/2025
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $SOLETF - Excitement about potential Solana staking ETFs, which could attract institutional flows and create meaningful buying pressure for Solana.
    • β€œI remain more excited, to be honest, about the ETFs, especially, like, the staking ETFs. And if they go live later this year, I think that has a lot more potential to attract institutional flows and actually create meaningful buying pressure or sold the asset.” - Carlos (43:03)
  • 🟒 $DAPP - πŸ”’
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  • 🟒 $STABLES - πŸ”’
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Bearish:

  • πŸ”» $PUMP - πŸ”’
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