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(00:00) Introduction
(01:26) The Jupiter End Game
(07:40) Growing Market Share
(12:02) Ledger Ad
(12:48) Jupiter’s Revenue Breakdown
(21:46) Does Jupiter Have A Moat?
(24:52) Is The AMM Model Doomed?
(30:40) Ledger Ad
(31:26) Solana vs App Revenue
(37:54) The JUP Token
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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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.