Vasseh

[Arsenal @Arsenal]

Standing on the brink of history.

[cap @CapApp]

Today, we are proud to have Selini Capital join our ecosystem as an institutional borrower.

A leading crypto-native market maker, @SeliniCapital operates systematic trading strategies and provides deep liquidity across centralized and decentralized venues, connected to 40+ exchanges and counting.

[Arsenal @Arsenal]

Bottle this feeling 🍾

[Arsenal @Arsenal]

The Arsenal. Your Premier League champions.

[Arsenal @Arsenal]

This belongs to all of us.

[SeliniOTC @SeliniOTC]

Looking forward to meeting everyone at @consensus2026!

If you'd like to arrange a meeting during the event, feel free to reach out 🌴☀️🌊

[SeliniOTC @SeliniOTC]

Selini OTC is now live on the Talos Network!

Institutional-grade digital asset liquidity, accessible where you already trade.

Request a connection through @talostrading or reach out to us directly at https://t.co/xrKOAsQm7f.

[SeliniOTC @SeliniOTC]

Introducing Selini OTC!

We’re excited to share the launch of our new OTC desk – Selini OTC – a platform built for institutional and professional investors.

🧵 (1/3)

[Jordi Alexander @gametheorizing]

Good live chat with @Timccopeland and @SplitCapital today amidst the market carnage. Heres some of the topics I discussed.

1. "Who do we blame this for?" (10/10 and price action)

While right now everyone is blasting Binance--

and I do think theres a *LOT* broken w/ their listing process I wish they would listen to feedback about--

the huge liquidations on 10/10 that have crippled crypto markets for months now, were mainly a crypto market-structure issue. The lack of 'traditional' structure like liquidations going through Margin calls and Clearing firms means cascading instant liquidations are always going to be a risk until at least the largest whales start getting access to these (probably couple years away).

2. Metals and RWA Perps blowing up!

The HUGE OI and volumes in the metals lately are a result of the juicy volatility those markets have had. Traders are biased either towards following trends, or (as I am) towards mean reversion, and this has been a colossal battle. Point for mean-reversionists today!

But it seems likely that RWA perps will only increase as people want to speculate on non-worthless assets after memecoin szn extracted too much from retail, and that is why Selini is putting so much focus on these markets and even partnering with @Dreamcash. Lets get all these CFD traders into our apps and markets ASAP!

3. Why is BTC so bad? Will it come back??

It has been painful for all us believers to see the massacring of our coins, even BTC the flag bearer. Especially when Macro conditions seem so favourable, it has been extra frustrating. I dont think its any conspiracy theory-- simply there is a dark matter out there we dont observe-- ancient BTC whales that still are in process of distributing to wider holders.

Why this is happening now suddenly in such high amounts is unexplainable and unpredictable to mere mortals, like dark matter though it is having a big effect on what we observe happening. Hopefully its near an end but can't know either way which makes us feel powerless in this volatility for now.

On the optimistic side though, the government support, institutional support, and financial discussion MINDSHARE on crypto is at all time highs, and the asset class is prices way too small as a whole for how much mindshare it has. That ratio should bounce one way or another, hopefully sooner than later.

See you next week for a new Steady Lads amigos y amigas, have a good weekend 🫡.

[Superteam UAE @SuperteamAE]

solana metro station, dubai

[Jordi Alexander @gametheorizing]

Saylor slowing down $BTC buys after top blasting and $MSTR stock tanking..

Might be just the time for me to have @SeliniCapital start a proper BTC collection for the balance sheet..

[CryptosRus @CryptosR_Us]

BITCOIN RSI PLUNGES TO ITS LOWEST LEVEL IN OVER A YEAR

Bitcoin’s daily RSI just hit its weakest point since August 2023 : back when $BTC was trading near $25K.

The weekly RSI is hovering around 34, brushing into oversold territory.

Historically, levels like this have appeared near major market bottoms and preceded sharp rebounds : fueling speculation that a bounce could be forming.

Chart: BitcoinArchive

[Vasseh @Vasseh]

@shanaka86 @grok seems like false narrative?

[Vasseh @Vasseh]

🚀🚀🚀

[Selini Capital @SeliniCapital]

An important milestone has been reached-- we are proud to announce that Selini Capital FZE has been granted a broker-dealer license from Dubai Virtual Asset Regulatory Authority (VARA).

This approval paves the way for us to operate as a regulated Virtual Asset Service Provider (VASP), enabling Selini Capital to:

✅ Expand our regulated footprint in the UAE & the Middle East.
✅ Offer institutional-grade OTC trading and liquidity solutions globally
✅ Establish Dubai as our regional hub for Qualified & Institutional investors.

[Haseeb ＞|＜ @hosseeb]

Debated 1v1 against @gametheorizing on whether synthetic dollars (e.g. Ethena) will lead to the next Luna-style crash, to a full house yesterday at @blockworksDAS in London.

We held this debate just yesterday, right after the wreckage from the weekend.

Who do you think won? 👇

[Jordi Alexander @gametheorizing]

A small victory lap before we continue into what will be a truly wild Q4-

Easy to forget now with every asset looking like its about to pull a 2000 dot-com bubble chart but just 6 months ago the sky was falling under tariff tantrums.

Since then-- 50% return in 6months in a low vol asset with minimal drawdowns. First-principles driven and with little luck involved 🥂

The key wisdom that will drive the discovery is same as it was in the one in April- "Water follows the path of least resistance".

Trump tried to do something other than print money but once the political blockades of that became apparent the water found a way to flow through. The uncertainty around currency status also increases the TAM for USD alternatives.

Now we are about to enter a high-volatility period- with rips up and inevitable liquidation cascades.

Still possible to PvE in this stage as there are overdue inflows coming from the tradfi world into crypto now. Gold:BTC ratio will fall, Wall St will keep finding ways to come in, and the most interesting part hasnt even started- when the geopolitical game theory of digital assets between US and China starts.

Strap in. We may witness more great risk/reward moments soon, in either direction. Clear eyes, full heart, controlled Fomo, cant lose.

[Jordi Alexander @gametheorizing]

Congrats to the @Lighter_xyz team on taking the next step today and graduating to Mainnet!

I’m a supporter of the 🕯️ team and product. They are First-principles based in their design architecture, adding features at the right cadence, and user-friendly with innovations like 0 fees!

In a perp dex category so full of hype right now, this is one of just a few that back it up with substance.

[TOKEN2049 @token2049]

Founder/CEO of digital assets trading and investments firm @SeliniCapital Jordi Alexander (@gametheorizing) returns to TOKEN2049 to discuss cycles, liquidity, and strategy. 

If you’re looking for a take that’s sharp, candid, and actionable, join us in Singapore on 1-2 October.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Gold officially hits $3,600/oz for the first time in history.

Gold is now up +33% YTD, more than 3.5 TIMES the S&P 500’s return.

[Jordi Alexander @gametheorizing]

This "Can't Retire w/ $10M" thumbnail was clickbait.

Point is-- Retirement planning is simply wrong mindset to have anymore. The FIRE movement should be extinguished, before it one-shots all the Zoomers.

Yes-- grow out of menial jobs and 'survival mode' as I call it. It drains you of the creativity, self-reflection time, and self growth work that is sorely needed to be productive in the coming 10 years.

No-- dont imagine a panacea of living off savings and being economically unproductive. You will turn into an NPC and be left out to graze with your precious savings turning into sand while the world around you transforms.

These next 10 years are going to have incredible opportunity for those that remain economically relevant to the world. The wealth generated in these years will be enormous, and mindset should be set on making the bar to stay relevant and participate, not on checking out from the productive economy.

In the podcast I talk about the relevant skills that truly matter now.

**Building good judgement
**Aligning with some of the emergent technologies
**Focus on resilient non-fiat forms of wealth

And much more. I've received a ton of kind messages on this episode and its one of the most important conversations I've had so far. I love the fact that it can be shared with anyone of you who wants to participate in this discussion. Links below to pod on X and its youtube.

More to come..