Jordi Alexander on BTC vs. Alts, Market Maker Dynamics, and Macro Outlook
The Rollup24 Mai 2025

Jordi Alexander on BTC vs. Alts, Market Maker Dynamics, and Macro Outlook

Jordi Alexander, founder of Selini & Chief Alchemist at Mantle sat down with us to discuss a wide variety of pressing topics.We explore everything from loan-call option models that set the stage for token dumps to MicroStrategy's risky auction dynamic.Jordi shares why Bitcoin still stands as the only true macro asset, why ETH is struggling, and why the summer might not be as bullish as everyone thinks. With Japan's bond crisis and central banks facing impossible choices, understanding these macroeconomic dynamics becomes crucial.This conversation connects market structure, game theory, and macro trends driving crypto markets.Enjoy. The Rollup


Check all Mammoth May ๐Ÿฆฃ videos here: https://x.com/therollupco/status/1921928850096701687

---

Newton is the trust layer for autonomous finance. Smart. Secure. Verifiable. Built for a future where AI agents replace apps and interfaces. Learn more here: https://www.magicnewton.com/

----

Join The Rollup Edge: https://members.therollup.co

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/+8ARkR_YZixE5YjBh

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.

Episoder(596)

What Happens When You Ditch Global Consensus? With Shresth Agrawal

What Happens When You Ditch Global Consensus? With Shresth Agrawal

Consensus is slow by design.In crypto, weโ€™ve accepted the tradeoff: robustness at the cost of speed. Whether itโ€™s proof-of-work or proof-of-stake, every node reprocesses every transaction, every time....

2 Apr 202527min

Uniswap, Ekubo, and the Rise Of Innovative DEX Designs

Uniswap, Ekubo, and the Rise Of Innovative DEX Designs

What if DEXs could do more?Ekubo thinks they can. Their approach? Dedefining efficiency from the ground up, from memory architecture to fee mechanics, decreasing gas costs while unlocking features lik...

1 Apr 202544min

Can Solana Replace NASDAQ? With Max Resnick and Logan Jastremski

Can Solana Replace NASDAQ? With Max Resnick and Logan Jastremski

What kind of infrastructure do we actually need to support real, global trading onchain?In today's episode, we dig into the debate between high-throughput blockchains and modular approaches with Logan...

31 Mar 20251h 9min

Ram Kumar on AGI, Specialized Intelligence, and Agent Infrastructure

Ram Kumar on AGI, Specialized Intelligence, and Agent Infrastructure

Now that the Crypto AI peak of inflated expectations has passed, whatโ€™s actually built to last?In today's episode, we are looking at the real infrastructure needed for long-term AI projects.We sit dow...

28 Mar 202523min

Are Stablecoins & RWAs Cryptoโ€™s Main Use Case? with Chris Yin

Are Stablecoins & RWAs Cryptoโ€™s Main Use Case? with Chris Yin

Crypto has always been a game of extremes. On one end, a memecoins casino and speculative madness; on the other, an attempt to build something more sustainable.In today's episode, we sit down with Chr...

27 Mar 202529min

Is Crypto's Biggest Payment Problem Already Solved? With Paul Faecks

Is Crypto's Biggest Payment Problem Already Solved? With Paul Faecks

While everyone's attention has been focused the current market volatility, stablecoins have been thriving.In today's episode, we take a look at Plasma and uncover what their team has been working on f...

25 Mar 202537min

Why A 'Return To Fundamentals' in Crypto Is Imminent with YQ

Why A 'Return To Fundamentals' in Crypto Is Imminent with YQ

What makes crypto so different in the East and the West?In the U.S. and Europe, teams typically focus on building the foundation: rollups, restaking, scaling solutions. In Asia, markets drive adoption...

24 Mar 202533min

Berachain's DeFi Summer 2.0 Playbook with Smokey the Bera

Berachain's DeFi Summer 2.0 Playbook with Smokey the Bera

What if DeFi value flowed back to its users?In todayโ€™s episode, weโ€™re exploring the Berachain ecosystem with its founder, Smokey The Bera, to dive into this idea and talk about the chainโ€™s rapid growt...

21 Mar 202532min

Populรฆrt innen Teknologi

lydartikler-fra-aftenposten
romkapsel
teknisk-sett
smart-forklart
energi-og-klima
rss-ki-praten
nasjonal-sikkerhetsmyndighet-nsm
rss-impressions-2
shifter
tomprat-med-gunnar-tjomlid
elektropodden
rss-praktisk-proptech
hans-petter-og-co
rss-ki-til-kaffen
teknologi-og-mennesker
i-loopen
pedagogisk-intelligens
rss-for-alarmen-gar
rss-digitaliseringspadden
rss-ai-forklart