The Microstrategy Of Solana Playbook With Dan Kang

In this episode of Lightspeed, Jack Kubinec interviews Dan Kang, Head of Investor Relations at DeFi Development Corp, about DeFi Dev Corp's strategy of accumulating Solana, its valuation, and business model. Dan explains how DeFi Dev Corp aims to be the fastest way to accumulate Solana, comparing it to MicroStrategy's Bitcoin strategy. The conversation covers NAV premiums, volatility, and the role of storytelling, with Dan highlighting DeFi Dev Corp's validator business and its potential for partnerships. They also discuss the long-term value of Solana, the impact of potential Solana ETFs, and the company's approach to scaling and managing risk.