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As some of you may know, I host the Lightspeed podcast in addition to writing this newsletter. The conversations on that show often inspire some of the things we cover here, and I want to bring Lightspeed readers in on some of those threads.

So to cap off this holiday week, here are a few recent moments from the show that have been on my mind while writing these newsletters:

“Execution is the only moat, always.” — Anatoly Yakovenko, co-founder of Solana

My co-host Mert Mumtaz recently grilled Solana’s chief architect on looming questions and problems the network could face in…

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