Jordi Alexander

Founder @SeliniCapital and Lad @0xSteadyLads; Game theory connoisseur ; Soon, the biggest problems in the world will be philosophical

[Jordi Alexander @gametheorizing]

Why is @0xSteadyLads the crypto podcast with the most rabid following this cycle?

Watch the short clip below to get a taste of the fun we have- and latest full episode is below 👇

All Steady Lads enjoyoors- RT/QT to show some 🩷 for our "small audience show"..!

[Steady Lads @0xSteadyLads]

This week @thiccyth0t leads the Lads in discussion for Episode #46 — OUT NOW on @YouTube & @Spotify!

In this ep we cover:

🥊 ETH vs Solana
🃏 The Poker/Crypto Overlap
🧗‍♂️ The Unlock Cliff
🍝 Pasta of the Week & More

Full links below!👇

[Jordi Alexander @gametheorizing]

@Index_inds Keeping a close eye on this!

[Proof of Talk @proofoftalk]

Our founders lost at chess in Cannes. They insist it was on purpose.

At the invite-only Selini Summit, they sat down across the board from Jordi Alexander. The way they tell it, they threw the game so we could get Jordi to Abu Dhabi. They have also been practising at least three games a day ever since. We're not saying the two facts are connected. We're saying their version has holes in it.

Either way, it worked. And word is that Selini is bringing a chess moment of its own to the Louvre Abu Dhabi. More on that soon.

But first, the man of the hour.

You might know him from his game theory threads on X, or from the Steady Lads podcast. Jordi Alexander @gametheorizing, Founder and CEO of Selini Capital @SeliniCapital, is confirmed for Proof of Talk Abu Dhabi.

He runs a digital asset trading and investing firm and invests as an angel across frontier technologies. At the Louvre Abu Dhabi he's taking on one of the harder questions on the board: the tokenization of AI investments. Capital is pouring into AI. The rails to represent, fund and trade that value onchain are being built right now, by people who have to be right about both halves of the sentence.

He'll be with us for both days. Whether our founders get their rematch is another question.

About Jordi Alexander
• Founder and CEO of Selini Capital, a digital asset trading and investing firm
• Co-host of the crypto podcast Steady Lads
• Active angel investor across frontier technologies

Speaker 2 of 120.
Proof of Talk · Louvre Abu Dhabi · December 3 and 4, 2026
Request your access: link in the first comment.

[Jordi Alexander @gametheorizing]

@Melt_Dem How about packaging up the product and selling that instead of just the risk part? 👀

[Jordi Alexander @gametheorizing]

@upside_kz @edward_yu_var 💯

[Jordi Alexander @gametheorizing]

Jeff drank a bit too much of his own Kool-Aid in this recent Odd Lots clip. I think it's important to clear up a distinction that makes all the difference.

Democratizing access to wealth creation is NOT the same as democratizing access to speculation.

Many of us genuinely want broader participation in attractive investment opportunities. The growing wealth inequality produced by the current system is tearing at the seams of society, something I've spoken about many times.

But let's be clear: listing pre-IPO perpetual futures does absolutely nothing to democratize the wealth being created in private markets.

I've seen this misleading narrative pushed repeatedly by perp DEXs lately, and it needs to be called out.

A pre-IPO perp creates ZERO underlying wealth. It's a zero-sum contract before costs, and negative-sum after them. No capital flows to the company. No ownership changes hands. No new economic opportunity is created.

Every long has a short. There is no free lunch in simply going long something before its IPO, and funding costs can even determine the outcome more than any price moves. TRADING access is NOT INVESTING access.

In fact, in many ways pre-IPO perps are almost the antithesis of democratized access:

They create the illusion of participation in private-market wealth creation, while actually offering retail a speculative instrument whose mechanics they are often poorly equipped to understand.

The result is a playground for the FEW sophisticated traders who understand funding, oracle design, and liquidation mechanics to extract value from the MANY who don't.

To give credit where it's due, Robinhood's efforts toward sourcing actual employee shares, placing them into SPVs, and tokenizing genuine spot ownership are much closer to meaningful democratization.

That can unlock real economic value by allowing employees to exchange some of their expected upside for liquidity, while giving new investors actual economic exposure. A legitimate financial trade-off, without the funding-rate and liquidation shenanigans.

I'm strongly aligned with expanding access to investment opportunities. And I believe advances in AI and blockchain can dramatically lower the barriers to discovering, structuring, and distributing them.

But let's not BS ourselves that launching another zero-sum casino contract is moving the needle on wealth inequality.

What would actually move the needle is bringing real capital formation and ownership onchain. Giving investors access to productive, illiquid assets like data centers, GPUs, and select startup investing, where capital can actually finance growth and share in the resulting value creation.

These opportunities are harder to structure, underwrite, and bring to market, and we haven't seen many compelling implementations onchain yet.

Hopefully this will change soon and, as the industry matures, we can direct more of our energy toward actually expanding access to wealth creation.

Clip below. Was glad to see @tracyalloway push back on this framing, and to Jeff's credit, after this he does seem to walk back his original position somewhat.

[Wu Blockchain @WuBlockchain]

Jeff Yan: Wealth Is Often Created Before a Company Goes Public

On October 15, 2026, Hyperliquid founder Jeff Yan @chameleon_jeff told Bloomberg's Odd Lots podcast @podcasts that when a company goes public at a valuation of several trillion dollars, most of the wealth has often already been created before its IPO.

Access to those investment opportunities is limited to a small group, reflecting the limitations of the existing financial system. He argued that barriers to participation should be lowered to give more people equal access to financial opportunities, alongside stronger financial education to help investors assess whether those opportunities suit their risk tolerance.

[Jordi Alexander @gametheorizing]

@dinosaurteef Dm me your address lol will sort if so

[Jordi Alexander @gametheorizing]

I can tell you this as someone who’s business is partly doing basis trades like what you describe-

To take the risk of shorting and dealing with funding risk, liquidation risk, and the huge capital draw and unknown timing of the underlying ipo liquidity event (eg open AI pushed out), the spread I would charge a retail to take the other side of their “I think Claude good, want to long Anthropic preipo” is so wide it is almost certainly not gonna be any kind of +ev democratized access.

[Jordi Alexander @gametheorizing]

@xAlphaMiner Education mainly for now

[Jordi Alexander @gametheorizing]

Being one of the few that understand the mechanics I feel a duty to share my view.

On biting the hand and being fed, if people know the game they are playing and want to play it, sure I’ll compete with them on it.

I’ll compete in the WSOP but not go around placing billboards telling people they should come play with me because they will get rich doing it.

[Jordi Alexander @gametheorizing]

clip starts here-
https://t.co/MrFBnRKpV9

[Jordi Alexander @gametheorizing]

@HL_forum @chrisling_dev Thanks for having us, event was great!

[Jordi Alexander @gametheorizing]

@goodboicapital Eleventy ! Got a few colors they are fun :)

[Steady Lads @0xSteadyLads]

The Lads take it to the @token2049 stage in the latest episode 🇸🇬

One year since 10/10. We pulled up last October's chart and went through what actually changed 🫡

In Ep #104 we cover:
🟡 @TaikiMaeda2 Names His zcash:native Stop Loss
👋 Why @JustinCBram Sold 100% Of His ethereum:native
🤖 The AI Coin Nobody Can Buy
🦀 @gametheorizing On Everything Becomes Crab
🍝 Pasta of the Week & More!

Full links below! 👇

[Selini Capital @SeliniCapital]

There will soon be a huge winner on the new vertical of AI abstraction for:

"Belief" --> "Executed Trade".

We are excited to be backing the Catalyst team for this!

[Jordi Alexander @gametheorizing]

@jonahsaullow Only way to do it 🫡

[Jordi Alexander @gametheorizing]

I'm not sure if @naval and I are as directly at odds on this.

->There is the single-player game. Everyone can learn to self-develop, enhance their talents, and be an ideal version of themselves.

->Then there is the adversarial, more brutal efficiency game of societal impact. You can't just move at your own pace there. In this game, the brutal truth is without a natural headstart in a category you will never be able to reach your society's frontier.

[king Maverick 🎥 @Aubreyjay01]

Jordi Alexander doesn't believe everyone has a special talent.

He estimates only 10–15% of people can realistically push themselves to make a meaningful impact.

That puts him directly at odds with Naval’s philosophy that everyone has a unique talent.

Is Jordi being brutally honest about human potential?

But if you tell people that most of them simply don’t have what it takes, does that create realism... or kill the belief that they can become something greater?

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

I PAID $100K TO SIT DOWN 2H WITH JORDI ALEXANDER

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

E188: Jordi Alexander: Human 2.0, Why there is no retirement number and why you can't just "Bitcoin and chill" anymore

@gametheorizing is the founder of @SeliniCapital, an ex-poker pro, and a trader who's been in the room with the people building AI.

It's his third sit-down with us. We talk AI, wealth, health, and why he thinks chasing a finish line is the wrong game.

Timestamps:

00:00 - Intro
03:23 - How Do You Not Break The Health Streak?
05:56 - Who Are You?
09:24 - When Did You Know You'd Made It?
12:15 - How to Get Into The 10,000 Most influential People Circle
14:23 - Are Billionaires Actually Special?
18:55 - Early Or Just Wrong On AGI?
24:00 - Sponsors: @variational_io , @Bitwise
24:57 - How To Stay Sane when You know and Think too Much?
29:10 - When Did Your Intuition Cost You?
31:30 - The Skill AI Can't Replace
41:25 - Are Book Smarts Dead?
43:03 - When To Stop Grinding And Recharge
47:17 - How Do You Protect Your Peace Of Mind?
51:03 - $10M, $20M or $30M? There is no Retirement number!
54:45 - Sponsor: @KASTxyz
55:38 - What About People Stuck In Survival Mode?
1:01:13 - Are Peptides and Health Shortcuts Worth It?
1:06:52 - 50K for A Coffee: Has Your Hourly Rate Changed?
1:09:41 - Where Is The Puck Going in 2026 and beyond?
1:16:07 - The winning crypto platforms and projects of the future
1:20:18 - zcash:native, the most assymetric venture bet since $ETH in 2014?
1:23:19 - Why $ 5-10K per zcash:native isn't crazy this cycle
1:24:50 - What's In Your Portfolio?
1:25:50 - Why Nobody Teaches Allocation
1:29:08 - Sponsors: @JupiterExchange , @ethena
1:29:48 - How Wealth Can Turns Into Unhappiness
1:34:56 - When Does More Money Stop Mattering?
1:36:07 - Why Spend Millions To Impress Strangers?
1:42:47 - Health Inequality Vs Wealth Inequality
1:44:10 - What To Do When Your Mental Health Spirals Down?
1:49:16 - Can Normal People Access Psychedelic Therapy?
1:51:15 - The One Thing To Remember fro this Conversation

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

. @gametheorizing argues retirement is a 20th century dream that quietly kills you

"Don't think of retiring on like a beach. This is maybe like a 20th century dream. And it's not even that nice. When you talk to retired people, they start immediately decomposing once they stop being productive"

"I think our DNA is wired, or if it sees that you are unproductive, you're not really doing anything, it'll just start to switch off and you'll die faster"

"The solution, especially nowadays, is stop imagining the beach. Just accept that the ball is going to keep moving. Just don't imagine that there'll come a point in your life at which you're like, okay, I'm done"

Podcast out this week!

@SeliniCapital

[Kevin Follonier - MR SHIFT 🦁 @KevinWSHPod]

This week, I'm releasing a 2-hour conversation with @gametheorizing - Founder & CIO at @SeliniCapital.

Jordi is a former poker pro who built one of crypto's sharpest trading firms. He reached his financial goals years ago, got into the rooms he always wanted to be in, and now says the finish line itself is a myth. It's his third time on When Shift Happens, and his thinking has moved a lot since our last episode a year ago.

His thesis: stop chasing targets like a net worth, a body fat number or a retirement date, and start managing a moving "puck".

We talk about:
- Why the beach retirement is a 20th century dream that makes people decay
- What 15-minute one-on-ones with Sam Altman taught him about how the elite really think
- What he learned talking to Naval about $ZEC and its long-term holders
- How the puck moved from exits in the millions to seed rounds in the billions
- Why doers are in a golden era that ends in a few years
- Why taste and judgment are the last human edge over AI
- What "human 2.0" means and the new inequality it creates
- Why "just buy Bitcoin" now only works in some scenarios, with quantum as the tail risk
- Why he tells his successful friends to spend more, not less

And much more...

Podcast out this week!