Miles is interviewing some of the smartest minds in the crypto space! Today, he has Jordi Alexander on Crypto Banter DeFi to discuss where the possible Bitcoin bottom may be, what the top altcoins to invest are, the future of Solana, and much more! Don’t miss the alpha in this show!!
Jordi Alexander’s Twitter: https://twitter.com/gametheorizing
Jordi’s Tweet on trading: https://twitter.com/gametheorizing/status/1417883785954091008?s=46&t=-i5iUaQLE6NkJkaVERRsgA
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#Defi #Crypto #Altcoins
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00:00 Intro
01:18 Who Is Jordi?
03:18 What is game theory?
06:52 Poker
10:34 What is Selini Capital?
11:50 2022 Summary
12:58 Shorting LUNA
15:15 Biggest learnings in 2022
16:24 Introduction to crypto
19:55 LTC Thesis
20:55 Bitcoin’s Security Problem
23:45 3 Solutions to Bitcoin
27:38 Bitcoin vs Ethereum
32:08 Bitcoin Narrative Is Dying
33:46 Layer 1s
34:28 L1 Rotation is “Dead In The Water”
38:31 Would you buy L1s or dApps?
42:05 Aptos and Sui
43:40 What chain would you develop on?
45:41 Cosmos
46:37 What Is The Future Landscape Of L1s?
47:45 Polkadot
49:04 Why oracle-based DEXs are flawed
57:33 DYDX
59:30 Orderbook DEXs are the next big narrative
01:02:52 Decentralized Options Platforms (DPX, RBN)
01:05:43 Best Narratives For Next Cycle (Wallets, Bridges, DEXs)
01:08:15 Crypto Gaming
01:11:16 How to allocate (Bitcoin vs Ethereum vs Altcoins)
01:14:12 Is DCA a valid approach?
01:15:16 Future Macro Outlook For 2023
01:24:31 Will Bitcoin Reach Gold’s Market Cap?
01:25:55 Rapid Fire (Controversial Questions)
01:26:17 Will Solana Reach Its ATH Again?
01:29:07 What Will The Total Crypto Market Cap Be In 2025?
01:29:35 What Price Will Bitcoin Bottom This Cycle?
01:30:04 Most Overvalued Projects
01:32:48 Describe These Projects With One Word
01:34:24 Does Technical Analysis Work?
01:40:35 Outro
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