A Market Update With Jordi

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 Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs is building Atlas, the blockchain purpose-built for verifiable finance. You may know of Ellipsis Labs by their first product Phoenix, a fully on-chain orderbook DEX that’s done over 50 billion dollars in unincentivized volume. If you’re interested in working for a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. You can learn more and apply on Ellipsis Labs’ Twitter “at Ellipsis_Labs”. Don’t forget to check out Atlas too, @atlasxyz on Twitter. Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices