Logan Jastremski: Will Hyperliquid Flip Solana?

Logan Jastremski: Will Hyperliquid Flip Solana?

Logan Jastremski joins The Rollup to break down why blockchains are really just global exchanges, why localized ingestion beats co-location as a trading model, and more.

Logan Jastremski is the co-founder of Frictionless Capital, a venture fund focused on high throughput blockchains and trading infrastructure.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.


Timestamps:

00:00 Intro

02:51 SOL vs. HYPE Thesis

05:30 Co-Location vs. Localized Ingestion

07:20 Hyperliquid's Real Innovation

12:11 Blockchains Are Exchanges

13:49 Localized Ingestion Explained

17:34 Hyperliquid Regulatory Risk?

18:12 HYPE as Regional Exchange

21:10 Can SOL Win Perps?

24:36 Ethereum Is Dead

28:34 ZK Doesn't Speed Trading

34:26 Product Over Decentralization

46:48 Blockchains as Exchanges DCF

53:35 Ethereum's Throughput Path

58:27 Will HYPE Flip SOL?


Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow us on X: https://www.x.com/therollupco

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures


𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(683)

Sam Kazemian: The New Frax Bull Thesis For 2026 (Full Breakdown)

Sam Kazemian: The New Frax Bull Thesis For 2026 (Full Breakdown)

Sam Kazemian makes the case that there's no hidden "dead body" under this digital assets cycle, and he breaks down how GENIUS-compliant stablecoins could power instant business banking, from incorpora...

31 Juli 28min

Jito Chief Legal Officer: Inside The 600-Page Clarity Act (Full Breakdown)

Jito Chief Legal Officer: Inside The 600-Page Clarity Act (Full Breakdown)

Rebecca breaks down the 600-page CLARITY Act, from its unprecedented ethics language to the extensive new rulemaking powers it hands regulators, and explains why full implementation could take years e...

30 Juli 28min

Ethereum’s Sleeping Giant Just Woke Up - 1inch Co-Founder on Launch of Aqua

Ethereum’s Sleeping Giant Just Woke Up - 1inch Co-Founder on Launch of Aqua

Sergej Kunz breaks down 1inch's new Aqua protocol, built on research showing liquidity providers left over $150 million in fees on the table, and explains how it lets users earn yield without giving u...

29 Juli 32min

Morpho CEO: Vaults Are The Next 100x In Asset Management (Institutional Appeal)

Morpho CEO: Vaults Are The Next 100x In Asset Management (Institutional Appeal)

Paul Frambot breaks down how Morpho's new Midnight protocol lets curators price risk directly, unlocking under-collateralized lending onchain for the first time, and explains why he believes DeFi is f...

27 Juli 42min

Cysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)

Cysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)

Leo Fan breaks down why the real bottleneck in AI isn't model intelligence but a persistent GPU shortage driving up inference costs, even as open-source models from China close the gap. He also unpack...

25 Juli 25min

Johann Kerbrat: Inside Robinhood's Crypto Strategy (Full Explanation)

Johann Kerbrat: Inside Robinhood's Crypto Strategy (Full Explanation)

Johann Kerbrat breaks down Robinhood Chain's explosive first three weeks and explains the strategy behind bringing tokenized equities, DeFi, and stablecoin yield onchain. He also unpacks the Base vs. ...

24 Juli 29min

WisdomTree Digital Assets BD: Tokenization Is The Biggest Shift In Finance Happening Today (Full Thesis)

WisdomTree Digital Assets BD: Tokenization Is The Biggest Shift In Finance Happening Today (Full Thesis)

Maredith Hannon breaks down why WisdomTree built its own end-to-end tokenization platform rather than relying on partners, and explains why she believes regulatory clarity from the GENIUS and CLARITY ...

22 Juli 28min

Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)

Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)

Salman Banaei breaks down the state of play in DC on the CLARITY Act, from the ethics fight holding up Democratic support to the DeFi and conflicts-of-interest provisions still being negotiated, and p...

21 Juli 27min

Populärt inom Teknik

uppgang-och-fall
elbilsveckan
market-makers
skogsforum-podcast
bilar-med-sladd
developers-mer-an-bara-kod
natets-morka-sida
solcellskollens-podcast
rss-uppgang-och-fall
allt-du-behover-veta-om-ny-teknik
rss-elektrikerpodden
rss-en-ai-till-kaffet
rss-veckans-ai
rss-sakerhetspodcasten
rss-fabriken-2
kodsnack
vi-bilagares-podcast
gubbar-som-tjotar-om-bilar
rss-rapporterat
rss-milpodden