PERSON DIRECTORY
Jordi Alexander
Host of Steady Lads Podcast. Jordi Alexander appears in 4 indexed conversations across Steady Lads Podcast, 1000x. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
From Poker Pro To Trading Giant: Inside The Mind of Selini Capital
Avi FelmanJonah Van BourgJordi Alexander
Retail has largely exited crypto altcoins as unlock-driven selling pushes flows toward equities, sports betting, and prediction markets, while Selini trades SpaceX across crypto venues and hedges in tradfi.Predictable passive rebalancing and crypto-native funding markets create opportunity, but October 10 showed how leverage and non-dollar collateral can turn rare volatility into permanent losses.
The Lads Are Back! Top Signal?
Jordi AlexanderJustin BramTaiki MaedaDim Selk
Strategy’s April 20 purchase was its third-largest, at mNAV 1.1–1.2 rather than above 2, supporting Taiki’s bottom thesis.With STRC roughly $8.5B, rising mNAV could enable issuance and buybacks, but Jordi sees only about 1.5 years of dividend coverage.Drift and Kelp hacks leave DeFi’s shrinking TVL and security budget unresolved.