Solana vs Hyperliquid, Why Ethereum Is Overvalued & Crypto In 2026 | Logan Jastremski
About this episode
Logan Jastremski discusses his crypto thesis for 2026, comparing Solana and Hyperliquid, and evaluating the valuation of L1s.
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…
People in this episode
Hosts: Santiago, Jason Yanowitz
Guest: Logan Jastremski
Topics covered
- crypto thesis
- onchain trading
- Solana vs Hyperliquid
- L1s valuation
- opportunities in 2026
- financial platforms
Keywords
- crypto
- Solana
- Hyperliquid
- Ethereum
- L1s
- 2026
- trading volume
- ZKsync
- Tesla
Sponsors
ZKsync
Mentioned in this episode
Organizations: Ethereum, Solana, Hyperliquid, Tesla, Twitter, Blockworks
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