The Delphi Podcast
The Delphi Podcast
The Delphi Podcast
Logan Jastremski: Solana vs Hyperliquid - Who Wins The Global Exchange Race?
1 hour 30 minutes Posted Feb 2, 2026 at 1:00 pm.
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Show notes
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...