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26 episodes with jordi alexander
8 episodes with jordi alexander
3 episodes with jordi alexander
3 episodes with jordi alexander
3 episodes with jordi alexander
2 episodes with jordi alexander
2 episodes with jordi alexander
2 episodes with jordi alexander
2 episodes with jordi alexander
Jordi Alexander, founder of Selini & Chief Alchemist at Mantle sat down with us to discuss a wide variety of pressing topics.We explore everything from loan-call option models that set the stage for token dumps to MicroStrategy's risky auction dynamic.Jordi shares why Bitcoin still stands as the only true macro asset, why ETH is struggling, and why the summer might not be as bullish as everyone thinks. With Japan's bond crisis and central banks facing impossible choices, understanding these macroeconomic dynamics becomes crucial.This conversation connects market structure, game theory, and macro trends driving crypto markets.Enjoy. The RollupCheck all Mammoth May
Jordi Alexander is the founder and CEO of Selini Capital. Selini Capital specializes in market making, high-frequency trading (HFT), and early-stage venture investing. He also co-hosts the wonderful crypto-focused podcast Steady Lads.In this interview with Bitcoin.com News' David Sencil, Jordi talks about his firm's activities in crypto, the impact of meme coins and the need for regulation, the potential of AI in crypto, the dynamic nature of the crypto market, and more.
Is this the end of Steady Lads?! Not quite, but the show is gonna be less frequent from here on out. But to end regularly scheduled programming on a high note, we're joined by a special surprise guest and OG Lad, Thiccy! A big thanks to all the fans. We'll see you again!If you're looking for a video editor/producer make sure to reach out to our producer Brad on X or email:Brad's X: https://x.com/livefreeordefiEmail: brad@getwiredtight.comThanks for tuning in, and make sure to Like, Subscribe, and turn on Notifications so you get alerted the next time we're back up! In Episode #91 we cover:00:00 Stream Starts Soon…00:32 Is This The End of Steady Lads?08:37 The $OM Crash13:23 Thiccy Joins The Lads Again!24:38 Base Is For Everyone Contentcoin Drama32:57 Thiccy's Take On the Next 4 Years37:10 Gold's Performance 44:14 The Dollar Milkshake Theory 52:07 Audience Q&A1:16:51 Pasta of the Week
The Lads joined by two special guest for a very special episode about a very crazy week! Ben Hunt of Epsilon Theory and Jonah Van Bourg of the 1000x Podcast help us make sense of the madness!Thanks for tuning in, and make sure to Like & Subscribe! In Episode #90 we cover:00:00 Intro To The Episode and Guests 03:44 Ben Hunt Joins The Lads31:05 Bitcoin: The Fastest Horse?35:12 Jonah Van Bourg Joins The Lads1:01:58 Buying or Selling Anything Here?1:06:57 Pasta of the Week
The Lads are hyped to have Hyperliquid co-founder & CEO Jeff Yan on the pod today. He takes us through the greater vision for the Hyperliquid stack, the battle between CEXs & DEXs, and even joins in for some Pasta of the Week!Thanks for tuning in, and make sure to Like & Subscribe! In Episode #89 we cover:00:00 The Market This Week & Trump Tariffs 06:09 Building Hyperliquid12:16 The DEX vs CEX Dynamics16:27 The Role of HLP For Hyperliquid18:49 The Hyperliquid/JELLY Situation26:56 Are CEXs Threatened?31:05 The Greater Vision For Hyperliquid37:29 Is Launching An EVM Enough?41:22 The Core Cult of Hyperliquid Users49:49 Quick Fire Thoughts: Memes & Stables54:09 Pasta of the Week
He hasn't been streaming anywhere since February, but Threadguy is joining The Lads today for an amazing episode! We dive into his backstory, and he picks The Lads' brains on how to gain an edge in trading. We finish up with a breakdown of the Hyperliquid/$JELLY situation, and Threadguy partakes is some pasta!Thanks for tuning in, and make sure to Like & Subscribe! In Episode #88 we cover:00:00 Coming Up on Steady Lads…01:25 The Market This Week & Ghibli Coin03:48 What Is The LA Vape Cabal?12:25 Why Did Threadguy Stop Streaming?20:41 The Blurry Ethical Lines In Crypto29:11 The Bitboy Incident 31:47 Feelings On The Crypto Space Now40:30 The Memecoin Extraction Game47:42 What's Next For Threadguy?56:00 How Do You Acquire Edge? 59:10 The Hyperliquid/JELLY Situation1:16:25 Pasta of the Week
What are the latest trends with crypto market makers? My interview with Selini Capital CEO, Jordi Alexander. Powered by Phoenix Group The full interview is available on my YouTube and podcast channels: YouTube:https://bit.ly/4i7q0oT Spotify: https://spoti.fi/4g7fOvwApple Podcast: https://apple.co/3B0OaRW
BONK core contributor and co-founder Nom Bonk and Selini founder Jordi Alexander joined Christine Lee live at Consensus Hong Kong for a discussion on memecoin sustainability after the LIBRA token scandal.The LIBRA token rugpull demonstrated how bad actors can take advantage of retail traders. BONK core contributor and co-founder Nom Bonk and Selini founder Jordi Alexander discuss how to restore trust and make memecoin communities sustainable on CoinDesk Live at Consensus Hong Kong.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Christine Lee.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
BONK core contributor and co-founder Nom Bonk and Selini founder Jordi Alexander joined Christine Lee live at Consensus Hong Kong for a discussion on memecoin sustainability after the LIBRA token scandal.The LIBRA token rugpull demonstrated how bad actors can take advantage of retail traders. BONK core contributor and co-founder Nom Bonk and Selini founder Jordi Alexander discuss how to restore trust and make memecoin communities sustainable on CoinDesk Live at Consensus Hong Kong.This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.-This episode was hosted by Christine Lee.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Lads are back with a doozy for Episode #81! We're joined by Namik and Shuyao from MegaETH, and they're bringing a huge surprise for Steady Lads fans! They're giving away 50 guaranteed & 100 first come first serve whitelist spots for their upcoming The Fluffle NFT mint!You can enter by following the link to their quiz below, and entering the password found multiple times throughout episode! Gotta watch to win—but hurry—because the quiz is only open until 9am ET Sunday, Feb 9th! Good luck!MegaETH Quiz: https://www.classmarker.com/online-test/start/?quiz=dmv67a52229c1e37Thanks for tuning in, and make sure to Like & Subscribe!In Episode #81 we cover:00:00 Taiki Capitulates on Fartcoin01:40 Intro to MegaETH and Quiz Announcement05:09 Largest Liquidation Event Ever06:47 World Liberty Fi & Crime Season13:30 $ENRON & Fair Launches19:05 $PAIN Sale & Refund22:16 The Fake Token Problem26:51 Consensus on MegaETH32:19 What's Going On With Ethereum?34:34 How Much Does Price Factor In?38:39 Thoughts On The Current Market43:46 Where Are L2s Going?45:38 The First Real Time Blockchain47:57 Narrative vs Tech51:45 Pasta of the Week
Happy Sunday and welcome back to The Gwart Show. Today we are joined by Jordi Alexander, founder of Selini Capital, discusses HyperLiquid's success, the future of AI in crypto, market making strategies, and shares insights on Ethereum's potential changes and Solana's surprising performance. Follow our guests on Twitter:@gametheorizing 00:00 Start 00:56 Jordi intro 01:23 Selini Capital 03:11 Prop shop vs VC money 04:35 What is HFT? 05:38 Which DeFi protocols for Selini Capital? 06:35 Volume of Hyperliquid 07:59 Marketmaking CeFi vs DeFi? 09:02 Why no Wall Steert marker makers? 10:19 How good is Hyperliquid? 13:30 Will Hyperliquid survive? 16:18 Small validator set 18:59 Hype token 21:30 ETH vibes these days? 23:06 Does the Ethereum Foundation even matter? 25:00 Does SOL flip ETH? 27:17 AI agents 30:08 Agents vs Bots 33:08 AI tokens 34:46 AI for endless promotion 36:43 Pigeon dox 40:31 DeSci
The Lads were joined by Thiccy for a true OG Lads experience for Episode #78! Thiccy fills us in on his takes on all the new narratives since his time on Steady Lads, and even sticks around for Pasta of the Week. A can't miss episode for long-time fans of the show! In Episode #78 we cover: 00:00 Stream Starts Shorty… 00:23 Intro/Thiccy Returns/Market Overview 08:20 BTC Strategic Reserve 10:55 Thiccy on AI Meta 17:36 ETH Losing Mindshare 24:18 Justin Sun USDD Yield/$WLD 31:43 AICC/Aiccelerate 35:28 Hyperliquid 44:26 MOAS as a Mindset 51:25 Pasta of the Week
The Lads were LIVE for their first episode of 2025! We kick off the new year with special guest Ejaaz (aka @cryptopunk7213 on X) to chat about the hottest topic of this cycle, AI! We're covering agents, bots, memes, hallucinations, and hyperstition. You're not gonna want to miss this one! In Episode #76 we cover: 00:00 Steady Lads Titles 00:21 Ejaaz Intro 06:27 AI Cult Leader Emerges in 2025 10:18 AI Agents Priced as L1s 19:54 Looking at AIXBT 27:59 What Are AI Agents Even Doing? 35:09 Taiki's Fartcoin Update 42:08 Right Curve AI Projects 49:45 Pasta of the Week
The Lads were LIVE for Episode #75 with special guest Haseeb Qureshi—managing partner at Dragonfly. We finish out 2024 with a look back on the best and the worst of the year, and a peek ahead to what 2025 could bring our way. Stick around for not only Pasta of the Week, but the Lads' picks for Pasta of the Year! In Episode #75 we cover: 00:00 Stream Starts Shorty… 01:59 Biggest Miss of the Year 11:25 Founder of the Year 22:34 CT Personality of the Year 31:30 Innovation of the Year 46:44 Memecoin of the Year 53:30 Predictions for 2025 1:17:00 Pasta of the Week/Year
For today's episode, we are discussing the evolving frameworks for understanding value in the crypto markets, with the goal of answering the following: How do we value digital assets in an ecosystem that's constantly evolving? We were joined with industry veterans Jordi Alexander and Sam Kazemian who both revealed fascinating insights in how we should think about crypto valuations. Sam introduces a framework that challenges traditional categories, especially on ETH, the asset. By separating assets into "sovereign commodities" and "labor-representing tokens," he makes the claim that there are really only two types of tokens. Ethereum's position was highly debated here, as Sam thinks the Ethereum community has to rethink the way it is building the narrative for ETH the asset. Jordi brought up the ideas of "community money" with different types of assets, and how Solana and Dogecoin have certain properties specifically. These aren't just speculative assets, but complex ecosystems driven by unique social dynamics. Jordi's insights on community engagement and credible neutrality add crucial depth to this perspective. We also touched on VCs, unlocks, inflation, and how provenance really impacts the staying power of crypto assets. Join us for an insightful conversation into these new crypto asset frameworks and discover how they might reshape our understanding of value in the digital age. P.S. We've launched The Rollup Edge for our dedicated listeners: early episode access, podcast transcripts, ad-free listening on a custom RSS feed, and a members lounge all for $14/month. Join The Edge here: members.therollup.co Join The Rollup Edge: https://members.therollup.co 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/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl
It's Episode #69, so of course we're talking memes! The Lads are joined by the great Miles Deutscher to breakdown Bitcoin's big week, and if there's any hope for utility, or if it's memes all the way down! In Episode #69 we cover: 00:00 Coming Up on Steady Lads… 01:26 Bitcoin Plus Memes Supercycle 06:38 Justin Capitulates! 09:54 Belief In Utility vs Memes 18:19 The Speculation Game 26:35 The 50 IQ Segment 33:38 Are Memes Just NFTs Again? 39:03 Bitcoin's Huge Week 47:18 Pasta of the Week
Things are looking up for crypto post-election! BTC is at all time highs, and ETH is showing signs of life again. We've got so much to cover, and we're joined by Taran Sabharwal, Founder of STIX, to help dig into it all. Are we in a new era of utility being back on the menu, or will memes still rule all? In Episode #68 we cover: 00:00 Coming Up on Steady Lads… 00:59 Justin's Predictions & The French Polymarket Bet 07:20 Looking At Price Action 10:39 Election Trading 14:05 The Value of Doing Secondary Sales 18:05 Signs of Life for ETH Post-Election 21:33 Utility Tokens vs Memes 40:39 What Are You Rotating Into? 47:24 Pasta of the Week
The Lads are joined by none other that Eric Wall for this amazing episode covering all of the A.I. meta in crypto right now. We dive deeper into the truths behind Terminal of Truths, $GOAT, and how to welcome our future AI overlords. Your not gonna wanna miss a minute of this one! In Episode #66 we cover: 00:00 Coming Up on Steady Lads… 01:18 Eric's Crypto Battles 04:55 Minneapolis Fed Paper on BTC 17:07 Terminal of Truths, $GOAT, & AI Meta 25:10 The Most Expensive Typo In History 38:15 Autonomous Agents 44:33 AI Beta Plays 53:08 Roko's Basilisk & Shoggoth 1:04:30 Pasta of the Week
In this episode, we sit down with the hosts of @0xSteadyLads Podcast, a leading crypto podcast featuring Jordi Alexander, Founder & CIO at Selini Capital, Justin Bram, CoFounder & CEO of Astaria, and Taiki Maeda, owner of @thehumblefarmer . Jordi, Taiki, and Justin share their insights on navigating the evolving crypto landscape, from launching and growing their podcast to identifying key investment opportunities in DeFi. They discuss the psychology of investing, the importance of diversification, and the future of crypto conferences. We also dive into their predictions for the next 12 months in crypto, how they approach spotting trends before they blow up, and the lessons they've learned from hosting one of the most influential crypto podcasts. In this episode, we explore: -Launching the SteadyLads Podcast -Why Diversification Is Alpha -The Future of Crypto Conferences -The Psychology Behind Buying and Selling in Crypto -How to Spot the Next Big Crypto Opportunity -Predictions for the Next 12 Months in Crypto -Lessons from Navigating the Bear Market -The Role of Community in Building a Podcast -Why FOMO Can Make or Break Your Crypto Strategy -How to Avoid Common Investing Mistakes in Crypto And much more! __________________________________ PARTNERS
DeFi tokens have lagged in this cycle. Is that trend over? Investors Arthur Cheong and Jordi Alexander say yes.DeFi tokens have faced significant challenges in recent years. However, are we now on the verge of a new bull market?Arthur Cheong, founder and CIO of DeFiance Capital, and Jordi Alexander, founder of Selini Capital and chief alchemist at Mantle, join the show to discuss why they believe DeFi is poised for growth. They dive into how DeFi's security and user experience have improved, the impact of Layer 2 solutions on Ethereum, and whether Ethereum or Solana will drive the next bull run. Plus, they discuss whether interest in memecoins takes attention from DeFi, and why sustainable tokenomics matters when it comes to valuing coins. Are DeFi tokens finally ready to shine again?Show highlights:Why they believe that DeFi is poised for a bull cycle How DeFi's security and UX have improvedWhether DeFi activity can be sustained in the long termWhy Jordi thinks that Layer 2s are not parasitic to ETH but Arthur thinks they areWhether the DeFi bull case is stronger on Ethereum, Solana or other chainsWhether the Ethereum Foundation and Vitalik Buterin should be more proactive in supporting DeFiHow memecoins reflect a broader societal problem The importance of tokens that don't have big unlocksHow the lack of solid frameworks for valuing tokens might be causing capital misallocation in cryptoWhether a liquid venture investing approach is better for cryptoWhy Jordi says that there's a lot of “potential to unlock” with the overlap of Bitcoin and DeFiVisit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.comThank you to our sponsors!PolkadotMantleGuests:Arthur Cheong, founder and CIO of DeFiance CapitalAave, the Core Pillar of Decentralized Finance and Onchain EconomyLiquid Venture Investing in CryptoJordi Alexander, Chief Alchemist at Mantle, Founder of Selini CapitalLinksPrevious coverage of Unchained on this cycle & DeFi: Has Decentralized Finance Hit Bottom?Kain Warwick's tweet on Vitalik being anti-DeFiCointelegraph: Vitalik Buterin responds to criticism that Ethereum ‘doesn't care' about DeFiThe great return of DeFi, by @tradetheflow_Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
DeFi tokens have faced significant challenges in recent years. However, are we now on the verge of a new bull market? Arthur Cheong, founder and CIO of DeFiance Capital, and Jordi Alexander, founder of Selini Capital and chief alchemist at Mantle, join the show to discuss why they believe DeFi is poised for growth. They dive into how DeFi's security and user experience have improved, the impact of Layer 2 solutions on Ethereum, and whether Ethereum or Solana will drive the next bull run. Plus, they discuss whether interest in memecoins takes attention from DeFi, and why sustainable tokenomics matters when it comes to valuing coins. Are DeFi tokens finally ready to shine again? Show highlights: Why they believe that DeFi is poised for a bull cycle How DeFi's security and UX have improved Whether DeFi activity can be sustained in the long term Why Jordi thinks that Layer 2s are not parasitic to ETH but Arthur thinks they are Whether the DeFi bull case is stronger on Ethereum, Solana or other chains Whether the Ethereum Foundation and Vitalik Buterin should be more proactive in supporting DeFi How memecoins reflect a broader societal problem The importance of tokens that don't have big unlocks How the lack of solid frameworks for valuing tokens might be causing capital misallocation in crypto Whether a liquid venture investing approach is better for crypto Why Jordi says that there's a lot of “potential to unlock” with the overlap of Bitcoin and DeFi Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Polkadot Mantle Guests: Arthur Cheong, founder and CIO of DeFiance Capital Aave, the Core Pillar of Decentralized Finance and Onchain Economy Liquid Venture Investing in Crypto Jordi Alexander, Chief Alchemist at Mantle, Founder of Selini Capital Links Previous coverage of Unchained on this cycle & DeFi :Has Decentralized Finance Hit Bottom? Kain Warwick's tweet on Vitalik being anti-DeFi Cointelegraph: Vitalik Buterin responds to criticism that Ethereum ‘doesn't care' about DeFi The great return of DeFi, by @tradetheflow Bitcoin DeFi Bitcoin Layer 2s Aim to Attract Ethereum-Like Dapps. Will They Succeed? Bitcoin Is Worth Over $1 Trillion. How Much Will Coinbase's New cbBTC Grab? L2s and ETH: ETH Is Down Bad, While Layer 2s Are Ripping. Are L2s Parasitic to Ethereum? Are L2s ‘Parasitic'? Analysis Shows Ethereum Only Gets a Tiny Percentage of Fees Learn more about your ad choices. Visit megaphone.fm/adchoices
DeFi tokens have faced significant challenges in recent years. However, are we now on the verge of a new bull market? Arthur Cheong, founder and CIO of DeFiance Capital, and Jordi Alexander, founder of Selini Capital and chief alchemist at Mantle, join the show to discuss why they believe DeFi is poised for growth. They dive into how DeFi's security and user experience have improved, the impact of Layer 2 solutions on Ethereum, and whether Ethereum or Solana will drive the next bull run. Plus, they discuss whether interest in memecoins takes attention from DeFi, and why sustainable tokenomics matters when it comes to valuing coins. Are DeFi tokens finally ready to shine again? Show highlights: Why they believe that DeFi is poised for a bull cycle How DeFi's security and UX have improved Whether DeFi activity can be sustained in the long term Why Jordi thinks that Layer 2s are not parasitic to ETH but Arthur thinks they are Whether the DeFi bull case is stronger on Ethereum, Solana or other chains Whether the Ethereum Foundation and Vitalik Buterin should be more proactive in supporting DeFi How memecoins reflect a broader societal problem The importance of tokens that don't have big unlocks How the lack of solid frameworks for valuing tokens might be causing capital misallocation in crypto Whether a liquid venture investing approach is better for crypto Why Jordi says that there's a lot of “potential to unlock” with the overlap of Bitcoin and DeFi Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Polkadot Mantle Guests: Arthur Cheong, founder and CIO of DeFiance Capital Aave, the Core Pillar of Decentralized Finance and Onchain Economy Liquid Venture Investing in Crypto Jordi Alexander, Chief Alchemist at Mantle, Founder of Selini Capital Links Previous coverage of Unchained on this cycle & DeFi :Has Decentralized Finance Hit Bottom? Kain Warwick's tweet on Vitalik being anti-DeFi Cointelegraph: Vitalik Buterin responds to criticism that Ethereum ‘doesn't care' about DeFi The great return of DeFi, by @tradetheflow Bitcoin DeFi Bitcoin Layer 2s Aim to Attract Ethereum-Like Dapps. Will They Succeed? Bitcoin Is Worth Over $1 Trillion. How Much Will Coinbase's New cbBTC Grab? L2s and ETH: ETH Is Down Bad, While Layer 2s Are Ripping. Are L2s Parasitic to Ethereum? Are L2s ‘Parasitic'? Analysis Shows Ethereum Only Gets a Tiny Percentage of Fees Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Jordi Alexander exposes the fundamental flaws in how capital is allocated in crypto. Jordi dissects the misaligned incentives, short-term thinking, and hype-driven decision-making that plague the space. He unpacks his take on token economics, the pitfalls of venture capital deals, and the often-overlooked dynamics of supply and demand. Jordi also shares insights on how projects like Mantle are attempting to rectify these issues, and provides a sobering outlook on what needs to change for crypto to realize its true potential. Thanks for tuning in! - - 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 Jordi: https://twitter.com/gametheorizing 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/ - - Cronos zkEVM has launched its Pioneer Program,offering early users loyalty points for engaging with Cronos zkEVM & its dapps. Join the first quest by depositing CRO in the Cronos zkEVM bridge to receive zkCRO & loyalty points at mainnet launch, as well as a chance to win a part of a $30,000 zkCRO giveaway by depositing in the bridge. Visit zkevm.cronos.org/bridge for more info - - Harpie sets the standard in on-chain security, actively monitoring and safeguarding your crypto wallet against theft in real time. It detects, blocks, and recovers stolen assets from risky transactions before they execute, shielding you from even the most advanced hacks and scams. Harpie is free to use and compatible with all Ethereum, Base, Polygon, and Arbitrum wallets. Protect your crypto today at harpie.io. - - 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 (01:37) Crypto Today (07:30) ETH's Journey (15:25) Truth About Currency Yield (20:46) Fractionalizing ETH Value Accrual (27:53) Valuating Digital Assets (42:49) Cronos Ad (43:49) Surpa Ad (44:45) Harpie Ad (45:38) Venture Dynamics (56:14) Mantle's Origin & Strategy (01:07:18) 2025 Outlook - - 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.
The Lads are joined this week by special guest, Kain Warwick, founder of Infinex and Synthetix! We chat about Vitalik's bull posting, and really break down if "Ethereum is Good". In Episode #57 we cover: 00:00 Coming Up on Steady Lads… 01:33 The Current Market 5:24 Ethereum Is Good 12:50 Why Stick with Ethereum? 15:34 Luxury Beliefs 22:44 Vitalik's Level of Control 25:08 Ethereum's Scaling Roadmap 32:08 Financial Nihilism 38:22 ETH's Moneyness 48:28 Kain's Fight Night 59:54 The Vision For Infinex 1:10:02 Pasta of the Week
The Lads are joined this week by a very special guest, icebergy! We go deep into the glory days of NFTs to reminisce, and ask if the magic they brought to crypto will ever return?! In Episode #56 we cover: 00:00 Coming Up on Steady Lads… 01:01 Taking a Look at Macro/Stocks 10:03 Did We Ever Recover From FTX? 11:48 EigenLayer News 15:39 Polymarket Beyond Politics? 18:44 WSOT Trading Update 23:28 Is NFT Optimism Dead Forever? 42:47 $MOTHER 45:14 Pasta of the Week
The Lads are LIVE again for Episode #49! We dive into Jordi's incredible World Series of Poker victory, discuss the current state of crypto vs. Trad-Fi, explore the Blast airdrop, and scope out the latest in the betting markets after the presidential debate last night . Plus, don't miss the audience Q&A, and stick around until the end for your weekly serving of pasta! Make sure to Like & Subscribe, and hit the notification bell so you don't miss an episode! In this episode we cover: 00:00 Stream Starts Soon… 01:00 Jordi's World Series of Poker Bracelet Win! 6:37 Crypto Compared to Trad-Fi RN 15:11 The Blast Airdrop 20:20 Presidential Debate Chat/Betting Markets 29:23 Audience Comments & Questions 45:22 Pasta of the Week
The Lads are LIVE again! Stick around until the end for your weekly serving of pasta! Make sure to Like & Subscribe, and hit the notification bell so you don't miss an episode! In this episode we cover: 00:00 Stream Starts Soon… 00:15 Jordi Pops In From The Poker Table 01:36 Opening Titles 02:46 Germany Selling Bitcoin 05:15 ETH ETF Update 7:43 Memecoin Meltdown 14:04 What's New This Cycle? 18:45 LayerZero Airdrop 26:17 SOL/ETH 30:03 $DJT Drama 34:16 Audience Questions 43:20 Pasta of the Week
One of our core beliefs is the acceleration of experimentation in crypto. We believe that continuously testing novel incentive designs will lead to better results in the future. That being said, not every mechanism is going to work. Today, we set out to understand what will work in a sustainable way going forward from the perspective of Jordi Alexander. Jordi is the founder of a trading firm Selini capital, an 'Alchemist' at Mantle Network, a podcast host, as well as a champion chess and poker player. We discuss positive sum games in crypto, as well as the current zeitgest of token launches and community building in crypto, Eigenlayer launch and restaking, as well as Jordi's passion project within the Mantle ecosystem. Join Andy and Jordi for an enjoyable conversation about the evolution of incentives and game theory in crypto today. The Rollup Mantle Website: https://www.mantle.xyz/ Mantle Socials: https://twitter.com/0xMantle Jordi Alexander Socials: https://twitter.com/gametheorizing
After a stretch of live episodes, the Lads are back with a classic-style episode. We've got great crypto war stories, and lessons on crypto as a game. We chat about GCR's return, and the continued death of altcoins. All that and we haven't even talked about the Bitcoin halving, AI, World Chain, or the pastas! You're not gonna wanna miss a minute! In this episode we cover: 00:00 Coming Up on Steady Lads 01:05 Intros 03:25 Altcoins: Will The Bleeding Stop? 11:31 The Bitcoin Halving 17:19 AI x Crypto Narratives 26:50 Crypto War Stories 38:19 Crypto Is A Game 43:54 World Chain Announced 46:54 Pasta of the Week
The Lads are LIVE again! Is this the end for Alts? We'll find out if the Lads think so! We also talk about the SEC's action against Uniswap, Founders going aggro, and scan some of the latest tickers worth looking at. Stick around until the end for your weekly serving of pasta as well! In this episode we cover: 00:00 Stream Starts Soon… 01:04 Intro/The Death of Altcoins! 11:50 SEC sends Uniswap a Wells Notice 17:53 Diminishing Returns on Alts 22:10 Founders Going Aggro 26:00 Have We Topped? 30:50 Favorite Bags 39:49 Looking At Tickers 50:41 Pasta of the Week
Taiki is back and so are the rest of the Lads with a LIVE episode! This week, we breakdown the sentiment in the memecoin sector, look at how the Wormhole airdrop went, talk about Cobie's platform Echo, and take some live audience questions before finishing with some pasta! In this episode we cover: 00:00 Intros 01:34 Recap of the Week: $W & $ENA 08:17 Memecoin Sentiment 13:35 ETH/BTC 28:48 $ZEUS Launch 31:42 Echo.xyz 45:59 Bitcoin Flow 49:36 Audience Q&A 01:05:28 Pasta of the Week
The Lads were live this week, minus Taiki, as he's off celebrating his engagement! But we've got the rest of the gang here to talk about what might be the biggest airdrop ever with Wormhole dropping $W next week! We cover the big hack of Munchables on Blast, and the ramifications surrounding it. We also chat about the state of memecoins, action moving to Base, and other big launches coming next week! In this episode we cover: 00:00 Intros 02:48 The State of Memecoin Nation 12:12 Wormhole $W Airdrop 25:05 New Launches Next Week 28:14 Larry Fink on Fox & The ETH ETF 37:44 Munchables Hacked on Blast 54:40 Pasta of the Week
This week, the Lads are joined by the Founder of Compound and CEO of Superstate, Robert Leshner! Robert shares stories from the early days of Defi, and his current thoughts as an investor with Robot Ventures. The Lads also chat about the SEC going to war with ETH and what that means for the ETF, and we finish with some great copypastas! In this episode we cover: 00:00 Coming Up on Steady Lads 01:01 Intros 01:40 The Early Days of DeFi 09:45 Wen Utility? 15:54 Are We In A New Paradigm? 20:49 SEC Going After Ethereum 28:52 Superstate & Asset Management 37:23 Robot Ventures & Investing 46:36 Pasta of the Week
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-l2-tokens/ ------ Are Layer2 Tokens bullish or are they just worthless governance tokens? We've brought a team of expert panelists to help us answer that exact question. Mike Ippolito, Jordi Alexander and Anthony Sassano explore Layer2 business models, where value is accrued and how to capture that upside. ------
We've got a Lads-only pod this week, and they're all excited to talk about the current action in the market! Memecoins continue to rage, and the Lads have a lot to say about the narratives of the memes, and the ethics of shilling the coins. We also take a hard look at the dwindling odds of the ETH ETF approval in May, and finish with some great pasta! In this episode we cover: 00:00 Coming Up on Steady Lads 00:44 Intros 01:26 Will The Dip Keep Dipping? 10:18 Memecoin Narratives 26:09 Talking A.I. Coins 31:06 ETH ETF Approval Odds 40:24 Pasta of the Week
This week, the Lads are joined by the Founder of Ethena Labs, Guy Young! Guy shares what he's building with Ethena, and his thoughts on the dog & meme coin mania that's taken the market by storm. The Lads also chat the Wormhole airdrop, and finish of with a strong round of weekly pasta! In this episode we cover: 00:00 Coming Up on Steady Lads 00:42 Intros 03:12 What Inning Are We On? 11:27 Dog Coin Mania! 17:24 Solana Siblings & Other Meme Coins 22:09 Wormhole Airdrop 29:15 Why Airdrop To NFT Communities? 37:31 Shards & Points 41:29 Ethena Labs Questions 50:43 Pasta of the Week
The Lads are going LIVE for Episode #32 as the market seems to be on a mission to the moon! Justin fills us in on the happenings from ETH Denver, and everyone busts out their farming hats as we search for yield. The Lads take plenty of great questions from our amazing fans, too! Make sure to SUBSCRIBE so that you don't miss your chance to get in on the convo next time! In this episode we cover: 00:00 Title Sequence 00:21 Intros 01:37 ETH Denver 05:15 Market Mooning 17:38 Looking at Blast 24:37 Ethena 31:19 Audience Questions 43:06 ETH ETF Odds in 2024? 48:35 Talking Alts 01:00:00 Pasta of the Week
On today's special episode of Crypto Banter Friday, we're joined by legendary investors; Meltem Demirors and Jordi Alexander to talk about the recent EXPLOSION in Bitcoin and which altcoins we're adding to our portfolio before what could be the biggest crypto bull market of all time! DO NOT MISS THIS!
Mantle may have the most opportunity of any chain currently. It is a L2 built on Ethereum and may benefit from $ETH's EIP-4844 upgrade. It also uses EigenLayer's DA, making it a potential candidate for airdrops. In this video, our CEO, Nick Drakon, sits down with Jordi Alexander, Chief Alchemist at Mantle, to discuss the chain's plans going forward, exciting initiatives, and more.
This week, the Lads are joined by the CEO of Terraform Labs, Chris Amani. Chris talks about how he met Do Kwon, the rise and fall of the old Terra, and what he's doing as CEO now to rebuild. The Lads give an update on the market before the interview with Chris, and we finish strong with some amazing community-made MethLab memes! In this episode we cover: 00:00 Coming Up on Steady Lads 00:43 Market Talk 07:57 Chris Amani: CEO of Terraform Labs 09:38 Meeting Do Kwon 17:50 Terra V1: Fundamentally Broken? 35:08 From Old Terra To New Terra 50:44 MethLab Memes ------ SL Twitter/X: https://twitter.com/0xSteadyLads SL YouTube: https://www.youtube.com/@0xsteadylads ------ * Chris Amani • https://twitter.com/fleece_cannon * Justin Bram • https://twitter.com/JustinCBram * Thiccy • https://twitter.com/thiccyth0t * Jordi Alexander • https://twitter.com/gametheorizing * Taiki Maeda • https://twitter.com/TaikiMaeda2
WE ARE SO BACK…with the first LIVE episode of the year! Live for #25! The Lads are all here to break down the monumental approval and launch of the Bitcoin ETF. We also take a look at the ETH/BTC chart, and discuss if its bottomed. Chime in with your own questions & comments, as we're LIVE, baby! In this episode we cover: 00:00 Intro 02:52 Bitcoin ETF: Sell the News? 08:19 Did ETH/BTC Finally Bottom? 15:46 Live Audience Q&A 56:55 Meme of the Week ------ SL Twitter/X: https://twitter.com/0xSteadyLads SL YouTube: https://www.youtube.com/@0xsteadylads ------ * Justin Bram • https://twitter.com/JustinCBram * Thiccy • https://twitter.com/thiccyth0t * Jordi Alexander • https://twitter.com/gametheorizing * Taiki Maeda • https://twitter.com/TaikiMaeda2
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-eth-2024 ----- 2023 wasn't great for Ethereum… from a price perspective. But it was fantastic from a building perspective. Where does Ethereum go from here? What does 2024 have in store for ETH the asset and Ethereum the network? Anthony Sassano, Mike Ippolito, and Jordi Alexander join to give a high level overview of the Ethereum ecosystem. The problems, the solutions, and the future. -----
Episode 10 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Jordi Alexander talking about his journey in crypto and the negative sum nature of ponzi coins. He shares major lessons learned from his experience playing tradfi and crypto markets, and what new participants should be aware of when trying to make money in the markets. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://twitter.com/gametheorizing Podcast that Jordi and I do together: https://www.youtube.com/@0xSteadyLads Jordi and I's podcast from 2 years ago: https://www.youtube.com/watch?v=gARBeNaN-fk Jordi's writings about ponzis: https://medium.com/@game_theorizing/of-smoke-and-mirrors-part-1-117c1f92e186 https://medium.com/@game_theorizing/of-smoke-and-mirrors-part-2-the-godsfather-cd24ff7476da Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 0:00 Jordi's TradFi/Crypto Background 6:40 Work-Life Balance & Time Management 12:50 Lessons from Poker 19:23 (-4,+2) Games in Crypto 27:07 Truth about Crypto Narratives 33:07 ETH $6-7k in 2024 40:48 Dangers of Shorting Crypto 46:52 Traits of Successful Traders 51:52 Misconceptions about Crypto 1:00:15 Advice to Younger Self 1:06:08 2024 Predictions
The Lads finish out their last episode of the year by taking a look back over everything they've covered this year, and look ahead at what's in store for crypto in 2024! In this episode we cover: 00:00 Coming Up On This Episode… 00:30 Title & Intros 02:28 Biggest L's of the Year 04:18 Founder of the Year 11:04 Bag Fumblers of the Year 17:08 Meme of the Year 22:16 Narratives of the Year 29:14 Looking Ahead: 2024 Predictions 41:28 2024 Crypto Comeback Story? 49:15 2024 Crypto Dark Horses? ------ SL Twitter/X: https://twitter.com/0xSteadyLads SL YouTube: https://www.youtube.com/@0xsteadylads ------ * Justin Bram • https://twitter.com/JustinCBram * Thiccy • https://twitter.com/thiccy____ * Jordi Alexander • https://twitter.com/gametheorizing * Taiki Maeda • https://twitter.com/TaikiMaeda2
Jordi Alexander is the Chief Alchemist at Mantle and Chief Investment Officer at Selini Capital. In this episode, we explore Mantle, the Ethereum L2 designed for top native yields. Mantle is self-described as a product-centric L2, less focused on scaling tech and more on building and hosting the best DeFi and Web3 apps. Jordi reveals all sorts of alpha including how to play the upcoming airdrop season on Mantle, how to master their native yield products such as mETH, and how Mantle is using it's massive multibillion-dollar ETH treasury to grow. ------
On this episode, we're taking a look at crypto investment opportunities with Jordi.Guest: Jordi Alexander - CIO Selini CapitalFollow Jordi on Twitter ➜ @gametheorizing 00:00 Intro00:42 Mantle03:41 Fed Soft Landing?05:31 Bitcoin Halving impact08:08 $50K Bitcoin pre-ETF?08:49 ETF in January? Crypto vs Stocks10:27 Top projects to watch13:08 Solana Ecosystem Tokens14:55 $PYTH vs $LINK17:01 $ETH vs $SOL20:00 $SOL vs $AVAX21:59 2024 crypto strategy23:33 OutroCrypto #Bitcoin #ethereum~2024 Crypto Outlook w/ Jordi Alexander~⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺Become a Diamond Circle Member FREE! ➜ https://bit.ly/PBDiamondCircleSubscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribeFacebook
Jordi Alexander is a father, thinker and former pro poker player who became one of the brightest minds and most respected thought leaders in the crypto space. Jordi is also the founder & CIO at Selini Capital, one of the most successful market-making and Venture Capital firms in the web3 industry. In this episode we talk about: - The dating game and how it relates to game theory - Jordi's tough childhood - Depression and getting out of the vicious cycle - How ego is the biggest obstacle to success - The meaning of life - Imposter syndrome - Jordi's craziest poker story - Addictions and gambling - The trade: 1M dollar if you can stay awake for 5 days - Crypto, Dogecoin and Solana - How Jordi values his time at $50k per conversion - How AI could threaten the human species Sponsor: We are proud to partner with Coinsilium, a focused Web3 investor and venture builder supporting innovative startups building a decentralized future. Coinsilium provides vital funding and expert advice to Web3 and AI-powered early-stage technology companies. Coinsilium also provides strategic advisory services to projects looking to issue tokens. With deep expertise across crypto, DeFi, and Web3, Coinsilium helps accelerate ambitious Web3 startups to the next level. Learn more at https://www.coinsilium.com Chapters: 00:00 Meet Jordi 01:24 Relationship and datings 06:56 Game theorie 09:54 Models & bottles 10:52 Prime age 20:25 The wake-up call 29:21 Talking about ego 33:55 Meaning of life 43:53 Living US to Cyprus 47:33 Imposter syndrome 49:58 Father relationship 52:37 Poker journey 01:05:06 From poker to trading 01:11:35 The Secret trade 01:22:03 How much is your time worth? 01:24:15 Managing big fortunes 01:28:51 Crypto & solana 01:30:47 Value of money 01:45:14 The evolution of Human species and AI Follow Jordi Twitter (X): https://twitter.com/gametheorizing Follow When Shift Happens: Website: https://www.when-shift-happens.co/ Instagram: https://www.instagram.com/kevinffollonier/ Tiktok: https://www.tiktok.com/@kevinfollonier Linkedin: https://www.linkedin.com/in/kevinfollonier/ Twitter (X): https://twitter.com/yieldlabs
We're only covering a few topics this week, but the Lads go deep on them! We also bring back a favorite for the end segment. You're not gonna wanna miss a second of this ep! In this episode we cover: 00:00 Intros 02:31 Eat-to-Earn with Blackbird 10:11 The L2 Wars & Alt L1 Space 35:51 Approved or Not Approved? ------ SL Twitter/X: https://twitter.com/0xSteadyLads SL YouTube: https://www.youtube.com/@0xsteadylads ------ * Justin Bram • https://twitter.com/JustinCBram * Thiccy/Alex • https://twitter.com/thiccythot_ * Jordi Alexander • https://twitter.com/gametheorizing * Taiki Maeda • https://twitter.com/TaikiMaeda2
While deep in the belly of the bear, The Lads pontificate on potential catalysts for the next bull run, have some fun comparing their friend.tech keys performance, and more! In this episode we cover: 00:00 Intros/Conference Chat 02:57 FTX Approved For Asset Liquidation & Market Volatility 15:25 What Could Turn the Bear into Bull? 25:32 The SEC Goes After Stoner Cats NFTs 39:16 The Lads Compare Friend.Tech Keys Dynamics 48:39 How Degen Am I? ------ SL Twitter/X: https://twitter.com/0xSteadyLads SL YouTube: https://www.youtube.com/@0xsteadylads ------ * Justin Bram • https://twitter.com/JustinCBram * Thiccy/Alex • https://twitter.com/thiccythot_ * Jordi Alexander • https://twitter.com/gametheorizing * Taiki Maeda • https://twitter.com/TaikiMaeda2
We've got something special for everyone this week by having a theme! We're talking all about ethics in crypto! In this episode we cover: 00:00 Intros 04:16 Ethics in Crypto 16:46 The Ethics of Alpha 22:03 The Ethics of Influence 43:33 Pasta of the Week ------ SL Twitter/X: https://twitter.com/0xSteadyLads SL YouTube: https://www.youtube.com/@0xsteadylads ------ Justin Bram • https://twitter.com/JustinCBram Thiccy/Alex • https://twitter.com/thiccythot_ Jordi Alexander • https://twitter.com/gametheorizing Taiki Maeda • https://twitter.com/TaikiMaeda2
With the upcoming Bitcoin Halving, several issues are heating up discussions on Crypto Twitter. Today, Miles Deutscher and Jordi Alexander are looking into solutions for the sustainability and security of the Bitcoin Network. Don't miss this show!! ⚠️
We welcome our first special guest to Steady Lads this week, and it's a doozie! We're joined by the one and only Cred! In this episode we cover: 00:00 Intros 02:56 The Lads & Cred on Friend.Tech 06:52 The State of The Market 17:24 Thread with Cred 38:02 Q&A with Cred 48:10 Shred with Cred 54:09 Approved or Not Approved ------ Links to Cred's tweets from the show: https://twitter.com/CryptoCred/status/1696041243061420108 https://twitter.com/CryptoCred/status/1694339656853188768 https://twitter.com/CryptoCred/status/1692105347316457602 ------ SL Twitter/X: https://twitter.com/0xSteadyLads SL YouTube: https://www.youtube.com/@0xsteadylads ------ * Cred • https://twitter.com/CryptoCred * Justin Bram • https://twitter.com/JustinCBram * Alex/Thiccy • https://twitter.com/thiccythot_ * Jordi Alexander • https://twitter.com/gametheorizing * Taiki Maeda • https://twitter.com/TaikiMaeda2
Episode five and still alive! Even in a bear market, we've got no shortage of hot topics. Today the Lads talk shop about: 00:00 Intro 01:22 Seeking Alpha in a Bear Market 07:45 Building in a Bear Market 11:36 Digging Into Friend.Tech 29:24 DeFi: A Failed Experiment? 42:12 Approved or Not Approved? Twitter: https://twitter.com/0xSteadyLads YouTube: https://www.youtube.com/@0xSteadyLads ------ Find Us on Twitter/X: * Justin Bram • https://twitter.com/JustinCBram * Thiccy/Alex • https://twitter.com/thiccythot_ * Jordi Alexander • https://twitter.com/gametheorizing * Taiki Maeda • https://twitter.com/TaikiMaeda2
It's a jam-packed week with the Lads! There's never a dull day in crypto! In this episode, we cover: 00:34 Binance Labs Buys $CRV 04:25 The New CPI Numbers 05:53 YGG Market Manipulation 24:01 Open Exchange 30:10 What I'm Bullish On Twitter: https://twitter.com/0xSteadyLads YouTube: https://www.youtube.com/@0xSteadyLads ------ Find Us on Twitter/X: * Justin Bram • https://twitter.com/JustinCBram * Thiccy • https://twitter.com/thiccythot_ * Jordi Alexander • https://twitter.com/gametheorizing * Taiki Maeda • https://twitter.com/TaikiMaeda2
If you thought we were done, no way! We're just getting started here at Steady Lads! Your new favorite crypto show! In this episode, we cover: Justin's IRL Experience with the Worldcoin Orb! The Curve Exploit and Risks to DeFi! First Rug on Coinbase's Base is Bald. What up with this Memecoin? Uniswap Delists HEX! ZachXBT sued by MachiBigBrother! How Degen Am I? Twitter/X: https://twitter.com/0xSteadyLads YouTube: https://www.youtube.com/@0xSteadyLads ------ Timestamps: 00:00 Intro 00:57 Justin's Orb Scan & Worlcoin 04:39 Trouble with the Curve 8:22 Bald Goes Bad on Base 21:37 Uniswap Delists HEX 33:34 ZachXBT sued by MachiBigBrother 36:27 How Degen Am I? ------ Find Us on Twitter/X: Justin Bram • https://twitter.com/JustinCBram Alex • https://twitter.com/thiccythot_ Jordi Alexander • https://twitter.com/gametheorizing Taiki Maeda • https://twitter.com/TaikiMaeda2
We're very excited to introduce the 1st episode of our podcast, Steady Lads! In this episode, we cover: Chat on Overall State of the Market Worldcoin: Bullish or bearish? Do bad Tokenomics mean the project is a scam? RWAs: Do They Mark the Beginning of the End of the DeFi Bear Market? $MKR: Going to Lead us out of the Bear Market? How Degen Am I? (Hamster racing, Shorting BAYC on Tribe3, $Bitcoin buyers) Twitter: https://twitter.com/0xSteadyLads YouTube: https://www.youtube.com/@0xSteadyLads ------ Timestamps: 00:00 Intro 00:55 State of the Market 03:59 Worldcoin: Bullish or Bearish? 20:25 Real World Assets 25:54 $MKR 33:49 How Degen Am I? ------ Justin Bram • https://twitter.com/JustinCBram Alex • https://twitter.com/thiccythot_ Jordi Alexander • https://twitter.com/gametheorizing Taiki Maeda • https://twitter.com/TaikiMaeda2
In today's episode of Crypto Banter DeFi, Miles Deutscher and Jordi Alexander explore the latest developments in the crypto market with the introduction and implications of Worldcoin WLD. From its impact on the market to expert analysis, we'll take a deep dive into the latest trends and what they mean for the crypto industry! ⚠️
In today's episode of Crypto Banter DeFi, Miles Deutscher and Jordi Alexander take a deep dive into the Curve hack and the implications it could have on the entire DeFi industry and the crypto market overall! Don't miss this show!! ⚠️
Today we are joined by Lyn Alden and Jordi Alexander to discuss the Bitcoin blockspace debate, Bitcoin's long-term security and money vs tech crypto. Lyn and Jordi are two of the most prominent macro and Bitcoin investors. You don't want to miss their hot (and often conflicting) takes on the evolution and future of Bitcoin! - - Timestamps: (00:00) Bitcoin Blockspace Debate (10:59) The Bear Case and Long-Term Security (36:03) Quicknode (37:50) Kwenta (38:45) Money Crypto vs Tech Crypto (51:53) Bitcoin's Attack Vectors (57:56) Incentives for Bitcoin Development (01:09:29) Macro's Impact on BTC (01:14:45) The Bitcoin Halvening - - Follow Lyn: https://twitter.com/LynAldenContact Follow Jordi: https://twitter.com/gametheorizing Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today! - - Resources Lyn Alden's website https://www.lynalden.com/ Selini Capital https://www.selinicapital.com/ - - 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.
This is Eric Golden and my guest today is Jordi Alexander. Jordi is a poker player turned quantitative trader. While Jordi was trained in high-frequency trading, he has a deep passion for macro and taking fundamental positions that computer models may disagree with. We take full advantage of Jordi's breadth of knowledge in this wide-ranging conversation. We first dive into the mysterious world of high-frequency trading and Jordi's experience at GETCO, Tower, and then leaving to build his own firm, Selini Capital. We discuss Crypto's product market fit, how Jordi assesses the value of Bitcoin and Ethereum, the Balaji bet, and more. Please enjoy my conversation with Jordi Alexander. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by OKX. You may have seen OKX on McLaren's Formula 1 race car or Manchester City's football kit. But what is OKX? OKX has over 730 spot trading pairs, 280 derivatives markets, and 1000 options markets. It processes 400,000 requests per second with 99.95% uptime. That's why over 20 million traders and institutions choose OKX when they want to trade. Visit okx.com to learn more. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag Show Notes (00:00:32) - (First question) - Exploring how high-frequency traders (HFTs) have generated profits in recent years (00:02:50) - The utilization of technology to forecast the movement of asset classes (00:04:24) - Why he focuses on prediction over speed in trading strategies (00:05:36) - Methods for evaluating the effectiveness of a trading strategy (00:06:42) - The aggressive tactics that HFT firms employ to protect their advantages (00:09:27) - How COVID-19 changed the landscape of news trading (00:11:13) - The importance of talent and finding niches in HFT (00:12:37) - His decision to pursue an entrepreneurial path and establish Selini Capital (00:13:47) - How culture and incentives in the HFT industry impacted the genesis of Selini (00:20:17) - Finding an edge as a smaller team against giants with more resources (00:21:30) - Why he and his team started to transition to crypto (00:24:41) - His perception of other trading firms as Selini moved into the crypto space (00:27:17) - A breakdown of how the team at Selini Capital is structured (00:29:40) - Why Selini avoids taking outside capital from LPs (00:30:29) - How Selini operates in both the crypto and fixed-income asset classes (00:31:11) - Why his non-technical background positions him to approach the market differently (00:36:09) - Using the dog and the fox parable to describe his view of crypto in the long term (00:38:06) - The roles human psychology and survival strategies play in the crypto landscape (00:40:25) - Drawing comparisons between financial markets and gambling (00:43:11) - Advice on what exposure newcomers should have in the crypto space (00:45:07) - His thoughts on Balaji's outlook on Bitcoin (00:47:43) - Creating new money in a way that is globally accepted and fair for everyone (00:50:04) - His thoughts on crypto regulation and international adoption abroad (00:54:32) - What he's most excited to build over the next six months and six years
Jmo caught up with CIO of Selini Capital, Jordi Alexander! If you are looking for a DeFi deep dive, this is the show for you. From the sustainability of on-chain derivatives, AMMs, liquidity and everything in between. Let's get to it.
Deutsche Bank AG shares plunged the most in three years on Friday, suggesting that a week of soothing words from central bankers and politicians have failed to calm broad worries about the financial sector. Meanwhile, Treasury Secretary Janet Yellen calls top US financial regulators for an unscheduled meeting today that is closed to the public. Is the banking crisis getting much worse and how would this effect Bitcoin ($BTC) and Ethereum ($ETH).Guest: Jordi Alexander - CIO Selini CapitalFollow Jordi on Twitter ➜ https://twitter.com/gametheorizing
While the crypto market may seem chaotic to the outside observer, game theory can be used to analyze the underlying dynamics that lead to volatile price action. Jordi Alexander, Founder & CIO of Selini Capital, has a track record for utilizing game theory to predict crypto market events — including the collapse of the TerraUSD 'stablecoin' last year. In this episode of The Scoop, Alexander unpacks how individual cryptocurrencies derive their value, and explains how game theory can be used to demystify crypto market behavior. According to Alexander, the value of cryptocurrencies comes largely from their potential for some future utility: “A lot of these tokens, including the big ones, including Bitcoin and Ethereum, they're options, and you have to understand what gives an option value . . . Ethereum is an option on all the future apps that can be built and use that platform . . . Bitcoin is a call option on it being an alternative to the fiat financial system.” In addition to economic predictions, game theory can also be applied to crypto in a geopolitical context when it comes to regulation. As Alexander explains, the United States unilaterally banning crypto would do little to stop the growth of the industry: "If they ban [crypto] over here, game theory stipulates that there's going to be so much demand that will get satisfied by another country providing it that maybe it's actually not good for the United States to ban and assume that this is going to go away because it's not going to stop crypto from developing — it'll just drive it to somewhere else." This episode is brought to you by our sponsors Circle, Railgun, Flare Network, NordVPN About Circle Circle is a global financial technology company helping money move at internet speed. Our mission is to raise global economic prosperity through the frictionless exchange of value. Visit Circle.com to learn more. About Railgun RAILGUN is a private DeFi solution on Ethereum, BSC, Arbitrum, and Polygon. Shield any ERC-20 token and any NFT into a Private Balance and let RAILGUN's Zero-Knowledge cryptography encrypt your address, balance, and transaction history. You can also bring privacy to your project with RAILGUN SDK and be sure to check out RAILGUN with partner project Railway Wallet, also available on iOS and Android. Visit Railgun.org to find out more. About Flare Flare is an EVM-based Layer 1 blockchain designed to allow developers to build applications that can use data from other blockchains and the internet. By providing decentralized access to a wide variety of high integrity data from other blockchains and the internet, Flare enables new use cases and monetisation models. Build better and connect everything at Flare.Network About NordVPN NordVPN is essential for keeping crypto transactions secure, hiding your IP address and protecting your devices from hackers and data theft. Get premium cyber-security on up to 6 devices for the price of a cup of coffee a month. Get your exclusive NordVPN Deal and try it risk-free now with a 30-day money-back guarantee: Visit https://nordvpn.com/thescoop
Jordi is the Chief Investment Officer of Selini Capital, a digital assets investment firm, as well as an Angel investor and advisor to tech and crypto startups. He has competed at the highest levels of strategy games competitions and transitioned from professional poker into a successful career in High Frequency Trading.
On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital & Justin Bons Founder & CIO of Cyber Capital for a Bitcoin debate. Having opposing views on the long term sustainability of Bitcoin, Jordi & Justin debate if Bitcoin has long term staying power and discuss the value propositions of other cryptocurrencies. Does Bitcoin have utility, is it's long term security model sustainable, what are the pros and cons of Proof of Work vs Proof of Stake and is Bitcoin immaculate conception enough to warrant it's spot as the number one cryptocurrency. To find out, you'll have to tune in! -- Follow Jordi: https://twitter.com/gametheorizing Follow Justin: https://twitter.com/Justin_Bons Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle's USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (01:05) Jordi & Justin's Bitcoin Framework (05:29) Does Bitcoin Have Utility? (09:46) What Is Money? (17:12) Inflationary vs Deflationary Money (29:53) Bitcoin's Immaculate Conception (33:58) Bitcoin's Long Term Security Model (39:11) Circle Ad (40:31) Proof of Work vs Proof of Stake (49:03) Bitcoin's Blocksize Limit (1:02:25) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Bitcoin and Altcoins experienced 10-30% dumps but don't get fooled, if you watch carefully, there are still mini bull markets happening in crypto right now! Join Cryptoman Ran, Jordi Alexander, Haseeb Qureshi, and Sam Peurifoy, for yet another exciting Friday Banter and learn how to find them! Don't miss this Banter! - - - - - - - - - - - - - - - - - - - - - - - - - - - BEWARE OF SCAMMERS IN OUR COMMENTS AND COMMUNITY CHANNELS Disclaimer: Crypto Banter is a social podcast for entertainment purposes only. All opinions expressed by the hosts, guests and callers should not be construed as financial advice. Views expressed by guests and hosts do not reflect the views of the station. Listeners are encouraged to do their own research. #Bitcoin #Crypto #Altcoins - - - - - - - - - - - - - - - - - - - - - - - - - - - - 00:00 Show Summary & Intro 02:16 Friday Banter by NordVPN 03:20 ByBit & Bitget Trading Competition 03:42 Today's Guests Join the Banter 04:23 What is Aptos APT & MOVE 08:20 Aptos vs Other Layer1 Blockchains 12:10 Changes that Aptos Brings 14:32 Aptos Blockchain Features 16:00 Facebook Developers on Aptos 18:45 Solana Compared to Ethereum 24:10 Layer1 Value & Money on Chain 27:00 Altcoins to Invest in 30:20 Bullish on Algorand? 31:00 Ethereum OFAC Compliance 39:25 Elon Musk Buys Twitter - Kitchen Sink 39:59 Elon, Twitter, DogeCoin & DogeChain 48:25 GMX & GNS - Decentralized Exchanges 57:00 The Future of Metaverse 1:02:40 Crypto Market Update
Bitcoin and Altcoins experienced 10-30% dumps but don't get fooled, if you watch carefully, there are still mini bull markets happening in crypto right now! Join Cryptoman Ran, Jordi Alexander, Haseeb Qureshi, and Sam Peurifoy, for yet another exciting Friday Banter and learn how to find them! Don't miss this Banter! - - - - - - - - - - - - - - - - - - - - - - - - - - - BEWARE OF SCAMMERS IN OUR COMMENTS AND COMMUNITY CHANNELS Disclaimer: Crypto Banter is a social podcast for entertainment purposes only. All opinions expressed by the hosts, guests and callers should not be construed as financial advice. Views expressed by guests and hosts do not reflect the views of the station. Listeners are encouraged to do their own research. #Bitcoin #Crypto #Altcoins - - - - - - - - - - - - - - - - - - - - - - - - - - - - 00:00 Show Summary & Intro 02:16 Friday Banter by NordVPN 03:20 ByBit & Bitget Trading Competition 03:42 Today's Guests Join the Banter 04:23 What is Aptos APT & MOVE 08:20 Aptos vs Other Layer1 Blockchains 12:10 Changes that Aptos Brings 14:32 Aptos Blockchain Features 16:00 Facebook Developers on Aptos 18:45 Solana Compared to Ethereum 24:10 Layer1 Value & Money on Chain 27:00 Altcoins to Invest in 30:20 Bullish on Algorand? 31:00 Ethereum OFAC Compliance 39:25 Elon Musk Buys Twitter - Kitchen Sink 39:59 Elon, Twitter, DogeCoin & DogeChain 48:25 GMX & GNS - Decentralized Exchanges 57:00 The Future of Metaverse 1:02:40 Crypto Market Update
In this episode we dive into Jordi's background in chess and poker, and how that led him to high-frequency trading, first in traditional markets, now also in crypto. We talk about his approach to discretionary vs. systematic trading, his philosophy on sharing ideas, in contrast to most HFT firms, and designing a good exchange as dYdX moves towards full decentralization in V4. Join us for one of our most interesting discussions yet!
Jordi Alexander returns to debate David Hoffman on whether or not next week's Ethereum Merge is bullish or bearish for ETH. The debate is moderated by none other than, Ryan Sean Adams. Let us know if you're bullish or bearish in the comments or on Twitter: @banklesshq ------
Jordi Alexander, Chief Investment Officer of Selini Capital, breaks down the biggest narratives surrounding the ETH merge & makes a rational case for why it may be overhyped. We talk about how much yield staked ETH will earn, what the supply change will be, how that affects price, risks, what people are right about, sell the news event?, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show. Show sponsors: •Bybit: Trade Bitcoin, ETH, or your favorite altcoins on the best trading platform in crypto. Use the show link for a Bitcoin deposit bonus on new trading accounts: https://partner.bybit.com/b/luke
On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital joins the show to discuss how inflation is driving demand for UBI. We begin discussing Jordi's outlook for the rest of 2022 with a major focus on the U.S Dollar and how the rising dollar could lead to liquidity problems. Drawing parallels to 2020, when the Fed extended U.S Dollar swap lines all around the world, Jordi explains how this dynamic could further exacerbate the publics demand for UBI. We then close the discussion looking at the cycles of inflation, crypto markets and Jordi's outlook for markets through the rest of the year, but to hear that, you'll have to tune in! -- Follow Jordi Alexander: https://twitter.com/gametheorizing Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Federal Reserve announces bilateral swap lines: https://www.federalreserve.gov/newsevents/pressreleases/monetary20200319b.htm Main Street Lending Program: https://www.federalreserve.gov/monetarypolicy/mainstreetlending.htm - - (00:00) Introduction (00:40) Jordi's Framework For 2022 (02:57) The U.S. Dollar (09:56) Wealth Distribution & Social Cohesion (12:20) Cycles of Inflation (27:52) The Bull & Bear Case for Bitcoin (36:20) Crypto Markets (42:00) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
This week on the DeFi Mafia Podcast we have on Jordi Alexander, CIO of Selini Capital, to discuss the current macro landscape, what indicators he's watching closely, his thesis for the ETH merge, best altcoins to buy in the bear, and much more.Subscribe to our weekly newsletter: https://defimafia.substack.com/subscribe
Financial Institutions continue to defend their liquidation levels but the domino effect has just begun! Experts are warning of one of the longest most drawn-out bear markets Crypto has ever seen. This could get really bad. !n todays Friday Banter, Cryptoman Ran is joined by 3 crypto experts, Vinny Lingham, Mike Alfred, and Jordi Alexander, to discuss how to survive the onslaught of what is yet to come for the crypto market. Don't miss this Banter!
Total crypto market cap is now less than $1 trillion. Bitcoin and Ethereum are currently trading near their 2018 all-time highs. Where do we go from here? In this episode, CIO of Selini Capital, Jordi Alexander shares with us: What market stage are we at and how long it'll last Can Bitcoin ever break its previous ATH of $70k Indicators to navigate this market Host: Jason Choi @mrjasonchoi . Not financial advice. ------------ Timestamps ------------- (00:00:00) – Introduction (00:02:12) – Current Stage of Crypto Market (00:04:06) – Black Swan Events (00:06:00) – Drawn Out vs Short-Term Bear Market (00:08:01) – Crypto Market's First Recessionary Environment (00:10:56) – Signs of Market Reversal (00:13:51) – Bitcoin as Inflation Hedge (00:19:30) – Terra's Impact On Crypto Market (00:23:41) – Can Bitcoin Ever Break $70K (00:25:54) – Indicators to Navigate this Market (00:29:06) – Is Bitcoin still the Bell-Weather for Crypto Market ----------- Sponsors ------------- dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange ----------- More Resources --------- Guest Jordi's Twitter: https://twitter.com/gametheorizing Blockcrunch Blockcrunch VIP: https://blockcrunch.substack.com/ Blockcrunch Twitter: https://twitter.com/theBlockcrunch Jason Choi's Twitter: https://twitter.com/mrjasonchoi ------------ Disclosures ------------- Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
We discuss using game theory for investing, what price is too cheap for Bitcoin & ETH, central banks influence on markets, which altcoins will survive, ETH merge, avoiding ponzis, trading the Luna collapse, Luna 2.0, HEX, the difference between Bitcoin & alts that people forget, his $10million bet, biohacking, and how to approach crypto from a first principles perspective. Jordi Alexander, CIO of Selini Capital, game theorist & former poker pro. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. It helps others find the show. Tweet me your thoughts about the episode! Show sponsors: •Bybit: Trade Bitcoin, ETH, or your favorite altcoins on the best trading platform in crypto. Use the show link for a Bitcoin deposit bonus on new trading accounts: https://partner.bybit.com/b/luke
Jordi Alexander and Mika Honkasalo join Jason and Santiago on today's episode of “Empire" to discuss the meltdown of UST, Terra's stablecoin. The match was lit Sunday with UST de-pegging from one dollar, and it's now become the single biggest wealth destruction event in crypto. Jordi and Mika explain what led to UST's demise, how this could have been prevented, and what's in store for the future of UST and Terra. Is this the end of decentralized stablecoins? Can the market recover? Tune in to find out. - - Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: https://twitter.com/santiagoroel Follow Jordi: https://twitter.com/gametheorizing Subscribe To Our YouTube Channel: https://tinyurl.com/4fdhhb2j Subscribe To Our Podcast: apple.co/3srZf7M or sptfy.com/8bQc -- (00:00) Introduction (01:07) What Happened to UST? (04:32) Utility vs Ponzi Mechanics (12:13) BTC Reserve (15:26) The Attack (20:32) How Did Institutions Play This? (24:31) Macro's Impact (26:52) Future of Decentralized Stablecoins (35:46) How Could UST Be Designed Differently? (43:21) The Multiplier Effect (44:44) The Soros Test (46:57) What's Next for UST? (56:16) The Arbitrage (59:12) The Systemic Effects (1:05:40) The Investment Outlook -- 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.
FIR with Jordi Alexander On today's episode of ‘Floor Is Rising', hosts Sabre Tooth (Professional NFT Collector) and Kizu (A Professional Art Critic) talk with guest Jordi Alexander, Game Theorist and 1st Principles Thinker, CIO of Selini Capital & Advisor to many NFT Projects, All-around games expert, and former poker player who has a lot of opinions on things to Crypto. He shares his opinions on a variety of subjects related to NFT's. Episode Highlights 01:45 – Jordi shares how he got into Crypto and his first introduction to NFTs. 03:35 - There's a lot more psychology involved behind thesis in NFTs, says Jordi. 05:35 – Sabre and Jordi discuss the BAYC flipping of the Punks pfps. 07:25 – Jordi talks about the two things that he finds interesting in his current role. 09:38 – Jordi thinks a lot about the fragmentation of liquidity and what does that end game look like? 12:28 – Kizu asks if the community is driving the price or if the price is driving the community. 14:07 – The best practice that most people think of in the NFT space is post hoc rationalization. This is valuable because it increased the price thus, it is now valuable. 16:00 - The price has been a reflection of what has gone right and what has gone wrong, states Jordi 17:35 – Jordi explains the concept of risk-adjusted investing. 19:54 – Jordi discusses NFT from a legal and security perspective. 22:17 - There are arguments to be made that they are securities and this creates a lot of legal battles that are going to have to be fought, highlights Jordi 24:00 – The NFT being part of the community, it is good if you reward people in that NFT community. If they're being active in the community, you want to give them something that's the very basic thing. 26:11 – When you add financial incentives to a particular game design or game mechanic that didn't have that before, it turns into completely something else. 29:33 – Jordi expresses his view on how he feels about attempting to dethrone the open sea situation that probably will play out in the next few years. 32:43 - We will have wallets specially designed for NFTs where we'll have our wallet address and for all the other EVM chains and everything else that exists, states Jordi. 34:35 - It's a little bit of a circular thing where people are paying fees to themselves to get a slightly higher percentage of rewards, mentions Jordi. 36:22 – Jordi is very curious to see how digital artists start to create modes for themselves where their art cannot be as easily replicated and that is quite sustainable. 38:00 – Jordi shares about building community when it is one on one. 40:00 - The benefit of NFT is that everybody can look at it. It's not like it's locked up somewhere. Everybody's looking at the creation and there is the status aspect as well. 42:00 – Jordi suggests people look at NFT as real estate and when he wants to invest in real estate, he is looking for things that are not easy to replicate. 45:15 – Jordi talks about his favorite NFT project of artists. Three Key Points There are always going to be people who are looking at the market and saying which one is the most expensive, that's going to show people the most status and they just want to buy that one and don't care if it's pixelated or if it's an ape, there is a clear catalyst that just drives price forward, and that is price. Jordi explains that the gaming side is a whole different element where NFTs just fit in very nicely in terms of the ownership of items. We don't necessarily need to create a whole new structure there. It's just exactly what it used to be where we would have some rare item in the game and now, we're just making that NFT so that it's much easier for people to move it around, sell it, own it, and feel like more ingrained with the game in that aspect. So apart from the gaming side, the social side of the social tokens is something that he finds most fascinating. The technology will...
In today's Friday Banter, 5 top Crypto experts come together to discuss the current market conditions. With the massive unfolding events the market sentiment has become extremely bearish, and the latest trending topic seems to be that of a recession. Today we discuss if a recession is imminent and if so, how long can we expect it to last? Since Crypto has never been through a recession before, we are entering unchartered territories. How will cryptocurrencies react? Join the brightest minds in the crypto industry as we delve deep into the most pressing topics in the space. Today's guests: Jordi Alexander, Kanav Kariya, Raoul Pal & Tascha Labs.
Poker player turned macro trader turned crypto investor Jordi Alexander joins Doug Polk to talk about Bitcoin's long-term value, fighting virality with virality when it comes to cryptocurrency scammers, and more.0:00 Intro2:13 Jordi joins10:55 Bitcoin, Stagflation, Bitcoin politics33:26 Scam exposing content, OHM50:35 Ethics: Making money from ponzi's, Multi-accounting/swapping in Poker1:11:07 Insider trading, Why you shouldn't trade1:18:20 NFT's, Web3, OpenSea, LooksRare1:40:40 NEW SEGMENT: Have I mentioned my personal life?1:57:06 OutroThis podcast is brought to you by CoinFLEX. Founded in 2019, CoinFLEX is the Home of Crypto Yield and is committed to providing passive investors and active traders an easily accessible platform to earn and trade crypto.CoinFLEX creates innovative solutions to bring investors and crypto markets together through yield products such as flexUSD, the world's first interest-earning stablecoin, and AMM+, the most capital-efficient automated market maker in the world.CoinFLEX links: Telegram | Twitter | LinkedIn | Facebook | Youtube | Reddit | Discord
On this episode David Gil and Jordi Alexander debate the merits of Olympus DAO and whether or not it's a ponzi scheme/scam.Subscribe to our alpha newsletter: https://defimafia.substack.com/
In this episode of On The Margin Mike is joined by Jordi Alexander CIO of Selini Capital & Checkmate Lead On-chain Analyst for Glassnode. Jordi & Checkmate discuss the long term structural macro trends and how they effect the crypto markets. Jordi & Checkmate also explore if Crypto can forecast broader market conditions, wether Bitcoin has become a viable macro asset, is Crypto entering a bear market, Value vs Momentum & how will the Fed respond to the highest inflation in 40 years. Link to Jordi's Twitter thread - https://twitter.com/gametheorizing/status/1435693384694321158 -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
With uncertain macro headwinds ahead and liquidity expected to tighten - can crypto still thrive as an asset class? To prepare investors and founders alike for what might be choppy times ahead, I'm excited to chat with Jordi Alexander, CIO at Selini Capital and veteran trader to discuss: Stages of a crypto market cycle Why 2022 is unlikely to be bear market, but... Opportunities Jordi is paying attention to Positioning into 2022 Host: Jason Choi @mrjasonchoi . Not financial advice. ------------ Sponsors ------------- PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply ------------ Disclosures ------------- Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
LinksJordi TwitterShow PartnerThis episode is presented by FTX. Trade on an awesome mobile interface fee-free, and still get all the great portfolio tracking features you know and love: https://uponly.tv/ftxShow NotesCrypto Intro– Started off as a professional poker player– Then was working as a trader– Was in San Francisco during 2016, impossible not to hear about crypto– Was trading bonds and gold– Then went 80/20 gold/bitcoin, then 50/50, now just 100% Bitcoin– Gold is just always $1800 lolDOGE Debate– @gametheorizing debated Su Zhu on if Doge could be real money– main take – the centralization of ownership just makes it impossible– Liquidity has been a huge reason for these meme run upsLiquidity– Low liquidity changes everyones hopes– Once we're in a bear market, everything will likely make more sense as low liquidity drives shitcoins way down– There will be backlash to extreme wealth inequality that's created from crypto wealth– Like trillionaires based off of a new internet will not sit well with peopleCobie Wealth Talk– Humans create more wealth over time– Bitcoin creates a fixed supply of money– In the end, won't people be incentivized to not work or invest and just hold?– game: “Cobie is absolutely right, in the end we'll likely get something like inflation around 2%. Bitcoin will have to change”– game: “We have a saying in poker that a sucker will soon be parted from his money”– Cobie: “It may be a bit cynical but I feel like wealth always centralizes”– game: “You're absolutely right. The wealth inequality is huge now and its growing. Something's going to have to change”Regulation– Ledger: “It would be simpler if you could “call a spade a spade” and let these tokens be a security if that's their best use case, instead of making founders pigeon hole their tokens utility into something that makes less sense”2022 Theses– game: “If you have any dog coins you should sell them”– “Come January we still have a bit more of a bull run”– “Only time the bull run stops is when there's no more QE, rates get raised, which is maybe later next year”– so basically all this money gets sucked out, rates go up and holding cash feels better than it does now– The mid tier NFTs are not keeping a bidPonzis– Back when this started, people would say “Bitcoin's a ponzi”– Some things are more ponzi than others– Basically, need real value creation for something to not be a “ponzi”– Cobie: “Can you explain how OHM works?”– game: “OHM is also a ponzi. The tokenomics is much more complex which hides it, so like it was a ponzi but now holds all these other coins”– Ledger: “Is governance enough?”– game: “absolutely”– Cobie: “Can you explain how HEX works?”– game: “HEX was ahead of its time. It's a very complex ponzi.”– Cobie: “If you are early to a ponzi then its great right… what would you say to people joining ponzis now?”– game: “in a liquidity crunch, the ponzis go away, and they get closer to NAV valuation. There is real value in community and people will pay for that, so that's an end game for some of them. Same with NFTs”Web3– Feels like there are a bunch of random VCs coming up– You don't just “decentralize” everything like “decentralized Uber”– game thinks we get something more like web2.5 where celebrities and others start using NFTs as pfps and stuff– game: “crypto is the best casino. Like we have Bitcoin store of value, L1s with smart contracts, then casinos”– Web3 is kinda like companies just having tokens to incentivize and provide rewards– game: “Once you have an NFT world where you can use them it's not a ponzi anymore”– Ledger: “Tokenization of communities, with VIP access and other stuff, is a good use of tokens and NFTs”Trading– Ledger: “There are people for whom this year has been absolutely stupid, just chasing the pump, marrying now bags and not holding any Bitcoin”– Shitcoins up or down by end of 2022?– Cobie: “idk. if it tops in march or may then maybe up, if it tops in january then probably down”Scenario That Extends Cycle?– realistically probably not– will likely trickle down to smaller caps– only thing that pushes it is if Fed keeps printing/ rates lowCT Drama– Su Zhu super dunking on Ethereum then buying it, using followers as liquidity, basically become a super villain – is this a pro or con for Three Arrows Capital?– game: “Completely depends on founders. Reminds me of Bobby Axelrod on Billions”Feds in Crypto– game talked with Su Zhu in depth about future of ETH if it was a $10T asset– it will become very political, countries forcing votes that benefits them, etc– only makes sense Feds are in crypto now lolETH as Money– Who cares what you call it?– The “ultra sound money” meme is awful– Why would you want deflationary money?– *insert various examples of why it doesn't matter if you call it money e.g. if you buy a million dollar house is your house money? who cares!End Game of USD?– It's honestly super strong– If there's no geopolitical power change it just stays in controlBlow Off Top?– Thought there was gonna be one– Used to be 60% chance, now more like 20% chanceNotes by KevinMusic by GiovanniPickle
Today, we welcome Jordi Alexander, a former professional poker player turned macro trader turned crypto trader. Jordi competes in the Mind Sports Olympiad and is an expert in games and game theory in general. Together we discuss How to pick up new games and improve How you can apply game theory to the crypto markets What Jordi and Su think about the market, especially the role of Bitcoin & Ethereum Why Su is Doge-pilled and whether he can convince us of his thesis Enjoy! Listen to conversations between Su Zhu, the CEO and CIO of Three Arrows Capital, and Hasu, an experienced crypto researcher and writer. Together with occasional guests, we explore the transformative nature of trust-minimized currency and financial services. SUBSCRIBE to the Podcast Apple Podcast https://podcasts.apple.com/us/podcast/uncommon-core/id1517659188?uo=4 Spotify https://open.spotify.com/show/3vuV292Him90EjQ5YL4XIw Youtube https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8yNTc4ZDVhMC9wb2RjYXN0L3Jzcw== Other https://anchor.fm/uncommoncore FOLLOW on Twitter Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/ Transcripts, if available https://uncommoncore.co/blog/
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