Recorded live at the Selini Summit in Cannes, Avi sits down with Jordi Alexander — founder and CIO of Selini Capital, former professional poker player, and one of the sharpest minds in trading. We discuss why crypto's "great filter" washout is actually healthy, why retail has disappeared from crypto, how Selini is now trading SpaceX and equity IPOs using the exact same playbook they learned in crypto, why passive flows always end up holding the bag, the leverage lessons from the October 10th liquidation cascade, where a crypto market maker still has edge over the Jane Streets of the world, the first principle of all trading (you're always exchanging risk for expected value), and the casino economy of variance, dopamine, and why you should never trade from your phone. Enjoy!
--
Follow Jordi: https://x.com/gametheorizing
Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/thousandxpod
Try the 1000x Terminal: https://1000x.money
--
Timestamps:
(00:00) Coming Up on 1000x...
(01:22) The Great Filter: Crypto's Washout Is Healthy
(04:44) Retail Is Gone
(06:02) Selini Is Trading SpaceX: Same Playbook As Crypto
(10:29) Passive Flows Always Hold The Bag
(12:54) Surviving October 10th & The Leverage Lesson
(17:44) "They're In Our Land": Where Selini Still Has Edge
(22:02) The Casino Economy: Variance, Dopamine & Getting Fleeced
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
