Solana vs Hyperliquid, Why Ethereum Is Overvalued & Crypto In 2026 | Logan Jastremski
This week, Logan Jastremski joins the show to discuss his current crypto thesis in 2026. We deep dive into who wins the competition for onchain trading volume between Solana and Hyperliquid, are L1s overvalued, Logan's highest conviction bets in 2026 and more. Enjoy!
--
Follow Logan: https://x.com/LoganJastremski
Follow Santi: https://x.com/santiagoroel
Follow Jason: https://x.com/JasonYanowitz
Follow Empire: https://x.com/theempirepod
--
ZKsync is the Bank Stack of Ethereum. It is a network of chains secured by cryptography, not validators. Its cutting-edge ZK innovation enables the privacy, performance and connectivity that businesses need to thrive in the digital assets economy.
To find out more visit: https://www.zksync.io/
--
Timestamps:
(00:00) Introduction
(01:02) Logan’s Crypto Thesis in 2026
(05:30) Are L1s Overvalued?
(16:02) Solana vs Hyperliquid
(29:40) ZKsync Ad
(30:15) Why Was Hyperliquid So Successful?
(43:35) Opportunities In 2026
(50:35) The Tesla Thesis
(56:54) Can Twitter Scale To A Finance Platform
(01:02:20) Which Would You Own: BTC vs NVDA
(01:05:28) Final Thoughts
--
Disclaimer: Nothing said on Empire 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. Santiago, Jason, Rob and our guests may hold positions in the companies, funds, or projects discussed.
Why Bandwidth is Still Undervalued in Crypto | Logan Jastremski
In this episode, Logan Jastremski, founder of Frictionless Capital, discusses the future of high-throughput blockchains and their current place in the crypto L1 landscape. He delves into the advantages of integrated blockchain solutions like Solana over Ethereum's, and explains why bandwidth and compute power are crucial for the endgame of blockchain scalability. Logan shares insights on the challenges facing Ethereum, the promise of emerging chains like Sui and Aptos, and the importance of focusing on building better products to drive mass adoption in crypto. Stay tuned for all of this spice and much more!
- -
Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.
Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts
Follow Logan: https://x.com/LoganJastremski
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7ww
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Anoma is the universal intent machine, introducing a new era of applications where you define the outcomes you want. Anoma’s intent-centric architecture provides a universal operating system for building intent-centric apps compatible with any blockchain. Anoma vastly improves blockchain UX, enables novel applications, and promotes a more human-centric future for decentralized technology.
Follow Anoma at x.com/anoma and signup for the newsletter at anoma.net
- -
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
- -
Timestamps:
(00:00) Intro
(01:22) High Throughput Conviction
(13:39) SVM to Ethereum & L2s
(24:52) Limitations & Trade-offs of Systems
(35:44) Unique Applications in Crypto
(41:13) Anoma ad
(42:14) Supra Ad
(43:12) What's Wrong with ETH?
(57:20) Fixing Ethereum
(01:03:11) Alt Chains
--
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
How Parallelized State Execution Unlocks Transactional Throughput at Scale | Logan Jastremski
In today's episode Jason and Santi are joined by Logan Jastremski, Co-founder and Managing Partner of Frictionless Capital. He shares his thesis on why high-throughput blockchains are essential for crypto to reach mainstream adoption. We dive deep into the technical limitations of existing chains, and how innovations like parallelization and higher bandwidth unlock entirely new applications and business models not possible before. Stay tuned for a deep dive into deterministic and optimistic parallelization, performant validator nodes, and much more!
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/empire2-9988
- -
Send your crypto to your PayPal account, swap it for PYUSD, and use it to checkout at millions of stores.
Pay how you want by getting started at:
https://blckwrks.co/PYUSD
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Follow Logan: https://twitter.com/loganjastremski
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(01:35) The Logan Jastremski Thesis
(08:47) Parallelization Adoption & Usecases
(15:53) Blockchains at Scale
(30:24) Limitations of Data Propagation
(37:38) Edge Cases of Performant Blockchain Thesis
(42:26) Wormole Ad
(43:52) Paypal Ad
(44:51) Frictionless Portfolio Decisions
(48:36) Solana Criticisms
(59:07) Biggest Problem Solana Faces Today
(01:04:10) Applications Unlocked by High Performance
(01:13:36) Investing in Private Teams vs L1 Tokens
(01:16:55) Thesis Invalidation
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.