Solving Sol Value Accrual

Solving Sol Value Accrual

From Lightspeed by Blockworks

June 11, 2026 · 58 min

About this episode

The episode discusses Solana's value accrual challenges and various related topics in crypto and DeFi.

Gm! In today’s episode, we discuss Solana’s value accrual challenges, including proposed tokenomics changes, fee burn mechanisms, inflation reduction, and network upgrade timelines. We also examine the release of Anthropic’s Claude Fable model and its implications for software development, cybersecurity, and crypto, before exploring DeFi security risks, protocol valuations, and Michael Saylor’s influence on Bitcoin markets.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Ian: https://x.com/Ian_Unsworth Follow Toma: https://x.com/toma_adv⁠ Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:19) Claude Fable Hits Crypto (12:38) Is DeFi Still Safe? (18:59) Valuing Hackable Protocols (22:19) Saylor Shakes Bitcoin (30:06) Bitcoin vs Fundamentals (34:14) Solana Value Accrual (40:21) Can Solana Charge Rent? (46:13) Burn vs Issuance (51:32) Solana’s Upgrade Bottleneck (55:57) Closing Comments -- Disclaimers…

People in this episode

Hosts: Ian Unsworth, Toma, Carlos, Danny

Topics covered

  • Solana value accrual
  • tokenomics changes
  • DeFi security risks
  • software development
  • Bitcoin markets

Keywords

  • Solana
  • value accrual
  • tokenomics
  • DeFi
  • Bitcoin
  • Claude Fable
  • cybersecurity
  • inflation reduction

Mentioned in this episode

Organizations: Solana Foundation, Anthropic, Blockworks

Products: Claude Fable

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