Jordi Alexander on Market Outlook, Token Buybacks, and Neo Finance
The Rollup10 Jan

Jordi Alexander on Market Outlook, Token Buybacks, and Neo Finance

Token buybacks are about to change everything in 2026.

In this episode, we sit down with Jordi Alexander of Selini Capital to explore the token buyback playbook that actually works.

Jordi breaks down systematic vs strategic buyback approaches, the 2026 market outlook, real businesses going onchain in the tokenization wave, and which revenue-generating apps are undervalued right now.


We discuss:

-Why Token Buybacks Actually Work (Despite What Critics Say)

-The Death of Altcoins vs. The Rise of Revenue Tokens

-Systematic vs. Strategic Buyback Approaches

-2026 Market Outlook: Q2 Liquidity Surge Coming

-Real Businesses Going Onchain: The Tokenization Wave-

-Which Revenue-Generating Apps Are Undervalued Right Now

-Canton, Layer Zero & The Neo-Finance Meta


Timestamps:

00:00 Intro

00:54 2025 Performance Recap

02:56 Token-Equity Dilemma

07:24 Why Every Chart Goes Down

09:42 The Buyback Debate

12:17 Systematic Buyback Strategy

14:29 Jupiter & Hyperliquid Cases

18:29 Valuation Framework: Revenue vs. Speculation

21:31 2026 Bullish Sectors

23:35 Hibachi Ad, Kalshi Ad, YEET Ad

24:04 Global Brand Tokenization Thesis

27:36 On-Chain IPO Era

29:20 DATs Post-Mortem

34:00 Neo Finance & RWA Plays

38:12 Trezor Ad, Halliday Ad, infiniFi Ad

30:55 2026 Game Theory & Positioning

44:14 Revenue Token Basket

45:15 Canton Thesis

49:03 Chainlink Discussion

50:37 Rapid Fire: Bitcoin $150K?

51:03 Best Quarter Prediction

51:45 Health Maxing Journey


Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow us on X: https://www.x.com/therollupco

Follow Rob on X: https://www.x.com/robbie_rollup

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://therollup.co/the-rollup-discl


๐——๐—œ๐—ฆ๐—–๐—Ÿ๐—”๐—œ๐— ๐—˜๐—ฅ: ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜ค๐˜ณ๐˜บ๐˜ฑ๐˜ต๐˜ฐ๐˜ค๐˜ถ๐˜ณ๐˜ณ๐˜ฆ๐˜ฏ๐˜ค๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜‹๐˜ฆ๐˜๐˜ช ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ด ๐˜ค๐˜ฐ๐˜ฎ๐˜ฆ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ช๐˜ฏ๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ณ๐˜ช๐˜ด๐˜ฌ๐˜ด ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฆ๐˜ค๐˜ฉ๐˜ฏ๐˜ช๐˜ค๐˜ข๐˜ญ ๐˜ณ๐˜ช๐˜ด๐˜ฌ, ๐˜ฉ๐˜ถ๐˜ฎ๐˜ข๐˜ฏ ๐˜ฆ๐˜ณ๐˜ณ๐˜ฐ๐˜ณ, ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ. ๐˜ˆ๐˜ต ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ฑ๐˜ฐ๐˜ช๐˜ฏ๐˜ต๐˜ด ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜ฏ๐˜ฆ๐˜ญ, ๐˜ธ๐˜ฆ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜ข๐˜ณ๐˜ฏ ๐˜ข ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ช๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ณ ๐˜ง๐˜ฆ๐˜ฆ ๐˜ข๐˜ด ๐˜ข ๐˜ด๐˜ฑ๐˜ฐ๐˜ฏ๐˜ด๐˜ฐ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ, ๐˜ช๐˜ง ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ข๐˜ด๐˜ฆ ๐˜ธ๐˜ฆ ๐˜ธ๐˜ช๐˜ญ๐˜ญ ๐˜ข๐˜ญ๐˜ธ๐˜ข๐˜บ๐˜ด ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ค๐˜ญ๐˜ฆ๐˜ข๐˜ณ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ต๐˜ณ๐˜ช๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ข๐˜ฏ ๐˜ฆ๐˜ฅ๐˜ถ๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ, ๐˜ฏ๐˜ฐ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ธ๐˜ฆ ๐˜ฐ๐˜ง๐˜ง๐˜ฆ๐˜ณ ๐˜ช๐˜ด ๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ฐ๐˜ณ ๐˜ญ๐˜ช๐˜ค๐˜ฆ๐˜ฏ๐˜ด๐˜ฆ๐˜ฅ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด.

Denne episoden er hentet fra en รฅpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(702)

Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)

Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)

Robert Leshner joins us to unpack his vision of the tokenization supercycle with the explosion of stablecoins as the core undercurrent. He breaks down why over a dozen major banks including Bank of Am...

28 Aug 27min

Grayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)

Grayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)

Zach Pandl joins us for an investing masterclass on how to allocate to privacy in the age of AI. He breaks down how Grayscale converted its nine-year-old Zcash trust into an ETF, following the same pl...

26 Aug 26min

Aerodrome Co-Founder: What Coinbase Just Did Changes Everything (Here's Why)

Aerodrome Co-Founder: What Coinbase Just Did Changes Everything (Here's Why)

Alex Cutler breaks down how Coinbase's partnership with Aerodrome turned cbBTC into the top-traded Bitcoin venue onchain within a week, and explains why he believes the same playbook is about to repea...

25 Aug 35min

Circle Head Of AI: Agents Are Already Eating All Of Finance (Writing Is On The Wall)

Circle Head Of AI: Agents Are Already Eating All Of Finance (Writing Is On The Wall)

Circle's new agentic finance wizard Shafu Elfouly joins us to unpack why he's betting his career on the acceleration of agentic finance. He breaks down x402, the 30-year-old unused HTTP payment status...

24 Aug 26min

ARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)

ARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)

ARKInvest Digital Asset team Raye Hadi and Lorenzo Valente join us for a state of digital assets special. We debate whether token buybacks actually create value or if the correlation with top performe...

22 Aug 49min

Mert & Dev: Zcash Is About To Explode (Full Project Update)

Mert & Dev: Zcash Is About To Explode (Full Project Update)

Mert Mumtaz and Dev, the Osmosis founder now leading Zcash scaling at Valor Group, join us to explain the massive developments in Zcash as of late.The two of them break down how over 90% of Zcash's su...

21 Aug 43min

Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut

Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut

Rain Co-Founder Charles Yoo-Naut joins us for a look underneath the exploding neobank sector, which has exploded from $5m/month to $250m+/month in crypto-card volume in less than a year. He breaks dow...

19 Aug 32min

Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)

Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)

Robbie and Andy debate Morpho founder Paul Frambot's controversial take that token buybacks are "shooting yourself in the foot" versus the market's clear reward for programmatic buybacks from Hyperliq...

18 Aug 23min

Populรฆrt innen Teknologi

lydartikler-fra-aftenposten
teknisk-sett
tomprat-med-gunnar-tjomlid
energi-og-klima
shifter
elektropodden
nasjonal-sikkerhetsmyndighet-nsm
rss-kunstig-intelligens-med-elisabeth-maren-og-morten
smart-forklart
fornybaren
teknologi-og-mennesker
rss-snakk-om-sikkerhet
rss-heis
rss-ai-forklart
rss-alt-som-gar-pa-strom
rss-alt-vi-kan
kortslutning
digital-forretningsforstaelse
rss-ki-praten
hans-petter-og-co