The Delphi Podcast

Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?

February 2, 2026·1h 30m
Episode Description from the Publisher

Join Tommy Shaughnessy as he speaks with Logan, Managing Partner of Frictionless Capital, about the high-stakes race to build a global blockchain-based financial system. Logan shares his updated thesis on why monolithic, high-throughput architectures like Solana are winning the battle for real revenue and trading dominance over modular designs.They dive deep into the "Global Exchange" vision, the physics of time-to-inclusion, and how innovations like Proprietary AMMs (PropAMMs) are redefining...

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