Investments at Selini Capital
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Dim Selk retweeted
See you today 11.30am ET live.
Posting the below without further comment.
Two weeks ago on the show, @TaikiMaeda2 was talking zcash:native around $800.
This week it tagged $1,200+. Now it's giving it back.
New episode Friday 9/11 @ 11:30am ET w/ @gametheorizing, @JustinCBram & @dim_ss asking Taiki if that was the dead cat bounce?
🔴 LIVE on @YouTube: piped.video/live/LgzowlHh-NA…
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Dim Selk retweeted
The Lads are back for their first episode of 2026! Is it time to celebrate 🎉 or is this a major top signal? 🫡
🚨 OUT NOW on @YouTube & @Spotify!
In Ep #101 we cover:
📈 The State of Market
🏦 @saylor & $STRC
🥷 The Big Defi Hacks
📉 @zachxbt vs RaveDAO
🍝 Pasta of the Week & More!
Full links below!
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Unironically, private markets are deeper on the bid side than public; price discovery is happening through SPVs that are now widely accessible.
Like, wdym my uncle can buy a triple wrapped SPV for OpenAI at $900bn. Exit to who exactly on IPO?
Robbinhood Ventures, which holds some of the best private companies (Databricks, Stripe, Revolut, etc), went public on NYSE and is trading at a ~10% discount to NAV
Not a good sign for private market valuations when liquid wrappers trade *below* the illiquid underlying
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Dim Selk retweeted
The Lads are ending 2025 with a bang!💥 It's our 100th Episode and it's packed full of amazing guests with @Citrini7, @vnovakovski & @thiccyth0t all joining to ring in the new year 🫡
🚨 OUT NOW on @YouTube & @Spotify!
In Ep #100 we cover:
💯 Looking Back On 100 Shows
🔎 Reviewing 2025 Predictions
🔮 Predictions For 2026
🍝 Pasta of the Year & More!
Full links below!
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Dim Selk retweeted
The Lads are back once again with @dim_ss, and as brutal as it's been, they're seeing the glass as half full 🫡
🚨 OUT NOW on @YouTube & @Spotify!
In Ep #99 we cover:
👨🏫 The Positive & Negative For Alts
💸 There's Still Money In The World
🛒 What's On Your Shopping List?
😵 The Time To Doompost Is Over
🍝 Pasta of the Week & More!
Full links below!
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During a bear market, get ready for protocol “hacks”, “exploits", and crypto founders disappearing into the sunset like nothing ever happened 💨
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Proud of my friend @diogenes. He has been building with conviction and it's amazing to see it launch.
Klyra mode.
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klyra.com
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Ethena is truly cracked; Team, founder, and product all world class
$ENA price vs circ. market cap? Downright diabolical
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Dim Selk retweeted
The Lads are venturing back into the Wild West of crypto once again with special guest @dim_ss🫡
🚨 OUT NOW on @YouTube & @Spotify!
In Ep #97 we cover:
🤠 Is @HyperliquidX The Wild West?
🐋 DMs From The Whale!
🏖️ @fundstrat Is On Vacation
🍝 Pasta of the Week & More!
Full links below!
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Dim Selk retweeted
The Lads are back after only a week, and they're bringing a slew of heavy hitters with them. Special guests @dgt10011 & @dim_ss join the pod! 🫡
🚨 OUT NOW on @YouTube & @Spotify!
In Ep #95 we cover:
📈 A Path To Alt Season?
🏦 ETH Treasury Companies
🪙 Stablecoin Chains
🍝 Pasta of the Month & More!
Full links below!
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Update: took $BTC ~26h to mean revert back to $118K. The hungry side has shown its hand
Thank you for the dip and your attention to this matter!
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$118K constitutes full mean reversion for me. We are at a Schelling point imo. With that being said, treasury game is still switched on, so base case is trend continuation from here
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