Gm! In today’s episode we are joined by Tristan Frizza Co-Founder of Bullet to discuss his journey from Zeta Markets to founding Bullet, a next-gen Solana perps exchange. We also discuss Solana congestion challenges, network extensions, ZK rollup design, data availability via Celestia, proving with Succinct, launch plans, incentives, and token migration.

Enjoy!

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Join us at DAS (Digital Asset Summit) in New York City this March!  Use the link below to learn more, and use code LIGHTSPEED200  to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

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Timestamps:

(0:00) Introduction

(1:41) From Zeta to Bullet

(11:44) Bullet’s Design Overview

(20:27) Celestia and ZK Proving Stack

(27:46) Unlocking the Basis Trade

(36:41) Bullet’s Target Trading Audience

(46:47) Mainnet Launch Strategy

(50:48) Token Migration from Zeta to Bullet

(52:33) Closing Comments

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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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.