Founder @SeliniCapital and Lad @0xSteadyLads; Game theory connoisseur ; Soon, the biggest problems in the world will be philosophical

Why is @0xSteadyLads the crypto podcast with the most rabid following this cycle? Watch the short clip below to get a taste of the fun we have- and latest full episode is below 👇 All Steady Lads enjoyoors- RT/QT to show some 🩷 for our "small audience show"..!
This week @thiccyth0t leads the Lads in discussion for Episode #46 — OUT NOW on @YouTube & @Spotify! In this ep we cover: 🥊 ETH vs Solana 🃏 The Poker/Crypto Overlap 🧗‍♂️ The Unlock Cliff 🍝 Pasta of the Week & More Full links below!👇
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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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Pasta of the fucking YEAR !! WE SHALL NOT DECIST!!
We know a little something about the U.S. securities laws and will not “DECIST.” Send your lawyers and we’ll educate them.
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This is the "Molon Labe" historic moment for the onchain degens @dim_ss
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Damn ok our @0xSteadyLads episode from last week was our highest viewed live one ever. Feel obligated to provide another episode for you guys now. What would you like more of
31% Robinhood Chain DegenDive
65% Selini's Market Views
4% Guest ep (comment who!)
772 votes • Final results
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We’ll be going live in 1 hour ! Guests @fomo , @QwQiao , @thiccyth0t ! We are so back- except my body fat whi h is gone for good.. I look nothing like this photo anymore Mr. editor 🫡
THE LADS ARE BACK 🫡 @gametheorizing, @JustinCBram, @TaikiMaeda2, @dim_ss (and maybe a special guest or two) are going LIVE to break down whether the bottom is in — and what they're buying. 🚨 TOMORROW, Friday 8/28 @ 12:15pm ET on @YouTube 👇 LINK: piped.video/live/-EI0tPNhYZo…
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Jordi Alexander retweeted
Jordi Alexander (@gametheorizing) returns to TOKEN2049 Singapore. The Founder of @SeliniCapital, a market-making and venture firm built on the foundations of game theory from a former professional poker career. Expect a read on cycles and liquidity that cuts through the noise. Tickets: token2049.com/singapore/tick…
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I find that top performance is a dance of periods of focus, interspersed with periods of inspiration maxxing. Fill your inspiration power bar up- even if it takes some chaos sprinkling- then get the fuck off the grid and lock in. This I’ve known for a long time. What I’ve gotten better at now is recognizing the right time to switch modes. Awareness of when you are slowing and need a kick, and when you are overstimulated and need to just get output out. Do this deliberately and conciously and you’ll unlock a whole new level of yourself.
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Gonna get some stylistic public speaking training and rerun this query leaderboard in 12 months. @EvgenyGaevoy you might wanna join me in class 🥲
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Thought BTC was just a crappy leveraged Nasdaq: So then why is Orange relentless while tech stocks are hurting this week..? USD debasement narrative is back on the table! Last time 30 year bond bids disappeared? Check the date of my tweet below, and BTC runup afterwards 🤔
Replying to @gametheorizing
Twitter posted my thread 1 by 1 so apologies if hard to follow through- Tldr: There will be some months of back and forth, but if long end bonds buyers dont appear, the Fed will be forced to restart and QE and- yes your internet coins could then benefit. pic ht/ @Fullcarry
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For the past 3 years my elite friends that are either working in AI or living in San Francisco have been telling me adamantly we are 1-2 years from AGI/ASI singularity and absolutely everything is about to change. Meanwhile my intuition has been that no we’re not close to anything like humans not needed for intelligence. Like nowhere near I dont even see any whites on the eyes of this digital high IQ terminator, this dude is far on the horizon with the little mountains over there. Stark division of opinions throughout. My intuition Ive learned to train and listen to it, its my most powerful weapon. But I am a humble weaponholder, I recognize the achievements and abilities of these friends, in some cases of the most elite of them, far outweighs what I have achieved. If my opinion clashes so much with people of this caliber I also sit my ass down and listen. Its been enough time now that we’ve gone through their initial timelines. And somehow it feels like we have both been right? Clearly something revolutionary is going on, the digital/software world is being terraformed in front of our eyes and taking huge swaths of the economy with it. But I have been, so far, clearly correct. These things are still closer to a tool rather than replacing the tool holder. I still dont see it on the horizon. I dont know if its what Ilya S says that the data is gonna be the constraint. That feels right to me. There are only so many non linear intelligence vectors to train upon. There are still humans finding new ideas and innovating above and beyond what is available to train on online. I like to believe I am one of them and I dont feel like I am anywhere near saturation or that it will happen anytime in my lifetime. Yan LC has his belief that LLMs are capped which was well articulated, now though combined with world models I don’t know if thats the constraint. Data might be the boundary that will saturate first and the innovation needed for the next stage might be creating useful artificial data, much like for a long time financial model training has involved creating fake training data that has the attributes needed to program alpha. Ultimately this is all a pursuit for more alpha. Its a bit unnerving that even though I have been correct that the timelines on us being replaceable meat boxes arent correct, its impossible for me disprove the notion that its at the next corner we are about to reach. I feel like we will just keep going one block down the street at a time with baited breath because clearly something is getting closer though holding your breath for how long its actually gonna take is gonna asfixiate us. So lets take a breath. Theres a lot of trauma under the surface from the rate of change accelerating. Every single one of us feels it. The fascia are being pulled and we are emotionally masking it under our skin. We know something is under way. But those of us with strong awareness and with the lights switched on aren’t going to stop being needed anytime soon- I don’t care how many Elons, Darios, and Leopolds say otherwise.
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The Polish people are one of the few reasons for optimism for Europe. Hard working, diligent, with good morals and more centrist social policies. A real contrast to the old Europe which has been decaying for many years now, collapsing under the lazy weight of its old success.
Poland is now the sixth largest economy in the European Union 🇵🇱 €922.9bn of GDP in 2025. Ahead of Belgium, Sweden, Ireland and Austria. 4.9% of the entire EU economy. Only Germany, France, Italy, Spain and the Netherlands are bigger. The numbers behind it: Real GDP grew 3.6% in 2025 against an EU average of 1.5%. The European Commission forecasts 3.5% for 2026, second in the EU behind only Malta. Unemployment is 3.1%, joint lowest in the union. Poland's economy is 3.35x its 1990 size in real terms. Third fastest expansion in the EU over that period, behind only Ireland and Malta. Real GDP per capita is up 252% since 1990, second in the EU behind Ireland. Poland alone is now bigger than Romania and Czechia combined (€380bn plus €347bn). However, GDP per capita in purchasing power terms still sits 10 to 20% below the EU average, and the budget deficit is the largest in the EU at above 6% of GDP. In nominal dollars Poland is still just behind Switzerland at $1.036tn versus $1.044tn. The IMF now expects that crossover in 2028. Thirty five years of compounding growth, no lost decade, no recession between 1992 and 2020. And now focused on international expansion with companies like ElevenLabs or ICEYE. Gurom.
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Ive said it to people around me for months, but the health impact of different types od light is the next thing the world will wake up to. Very underrated right now. Bit of sunlight on body, bunch of red light spectrums, blue in places like mouthguards for microbiome effects, Im reading up on new research on green light, and I stay the hell away from those disgusting bright fluorescents at night in the streets in some cities (Singapore needs to catch up here). Soft yellow light on the street is super underrated, loved seeing it in Switzerland.
An incredible study showed major reductions in arterial plaques simply by shining light onto the body, more so than even statins. (🧵1/7)
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I only QT here bc Ive heard completely different from multiple sources and many including me would normally take this Cobie statement at face value. Believe it would be fair to the Hype community to get some clarity on the plan for value accrual of XYZ given how key it is..
Replying to @ProMint_X
0% chance xyz is raising money
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Experimenting- anyone around Mayfair in London and free for the next hour?
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No - we’re not slamming the books with this block. We use HYPE tokens across many parts of the eco- trading fee staking for our wallets, LP and arbitrage on HyperEVM, HYPE bidding etc I also don’t believe the paradigm and multicoin blocks are being sold. That said- when the timeline is so worried that the (3,3) is being broken, that brings back memories. Natives seem already fully allocated and just on for the ride. My personal opinion is that HYPE is fundamentally fairly valued here. The main upside is if the impressive tradfi volume ever can translate into juicier fees, but theres many unanswered question on that journey. Maybe we need a Steady Lads episode.
Institutions are dumping $HYPE! A wallet linked to #SeliniCapital deposited 495,473 $HYPE ($26.8M) into #OKX over the past hour. arkm.com/explorer/address/0x…
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A lesson from the $ 80m+ of liquidations on SKHYNIX perps today: Keep @selenagomez on your mind when you go to trade these RWA Perps. Perpetual users aren't in the underlying market, betting in the official "casino". They're the people standing around the blackjack table, betting with each other on what might happen at the table. TradeXYZ and other Perp venues go up to them, and offer to referee PvP bets.. for a fee of course. And as referees they can decide separately from the casino on different rules for the bets, and how to handle all the edge cases. If they want people to keep betting with them, these fee charging referees have to try and handle them gracefully otherwise people will find a different place to bet. So while edge cases get ironed out and Perp specifications of each contract shows itself over time to be Lindy, it is the Wild West and liquidation wicks like today will happen. As with prediction markets, there can be a difference between being right and getting paid. "Did Zelensky wear a suit?" ..."Was the SK Hynix pre-open a real price?" The key part of Perps design is how liquidations are handled. Even if Longs are collateralized 1:1, shorts will always have a liquidation point so there is no way to avoid this part of the puzzle. Over time, refinements happen. Today's SKHYNIX event will make tomorrow's contract better. Long Term, RWA perps are some of the most exciting instruments in Finance, and as they get refined they will eventually have the robustness needed to drive global price discovery. Short term... Whenever you're about to trade a new RWA Perp, remember you aren't Selena Gomez at the blackjack table. You're in the crowd. And if the Perp specifications have only been recently implemented, and the underlying is more exotic than a simple MAG7 stock.. well you are actually standing wayyy the hell back in the crowd.
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Jordi Alexander retweeted
I have never heard edge explained so clearly in my life to be honest. Had the pleasure of sitting down with @gametheorizing on the @1000xPod to record some top tier content, where he articulated exactly how to identify opportunities in the markets. "Someone always wants to de-risk an asset they hold. They'll give up edge to secure the bag. You're always exchanging risk for expected value. Understand that primitive and you find every trade."
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Jordi Alexander retweeted
Visa, Mastercard, BlackRock and 140 other firms just launched OUSD to take on Circle and Tether. Haseeb says it’s a signed petition. @gametheorizing says it lives or dies on the yield economics and revenue-share. Meanwhile, ENS proved a DAO is just one guy. Timestamps 00:00 Intro 01:07 The DeSci beef & Tarun’s crusade 03:30 Saylor’s Digital Credit reset 09:34 Is STRC still “Luna for suits”? 19:24 Open USD: 140 firms take on Circle and Tether 29:42 It's just a “signed petition” 42:13 USDC vs Open USD 47:01 The memecoin comeback and the $Ansem coin 51:57 ENS blows up the DAO 57:26 DAOs vs consortia, and can AI save governance? 🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod! 🎥 YouTube: piped.video/lmC2IYA1-Pc 🎧 Spotify: bit.ly/3wiIOyy 🍎 Apple: bit.ly/3w9HQ7J 🎙 Podcast Home: choppingblock.xyz
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First off: we did indeed buy all the tokens. We love the team and what they're doing, and we believe this space and the technology they're building is really important.
Saylor's 2029 bond repurchase was a (??) in chess terms, but today was a (!!) brilliancy move. Nothing overcomplex - just a balance of MSTR, STRC and BTC that stops the spiral concerns. The pundits were saying he had to lamb sacrifice one of these 3-- but all 3 are up today.
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Saylor's 2029 bond repurchase was a (??) in chess terms, but today was a (!!) brilliancy move. Nothing overcomplex - just a balance of MSTR, STRC and BTC that stops the spiral concerns. The pundits were saying he had to lamb sacrifice one of these 3-- but all 3 are up today.
Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC strategy.com/press/strategy-…
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