Happy Sunday and welcome back to The Gwart Show. Today we are joined by Jordi Alexander, founder of Selini Capital, discusses HyperLiquid's success, the future of AI in crypto, market making strategies, and shares insights on Ethereum's potential changes and Solana's surprising performance.
Follow our guests on Twitter:@gametheorizing
00:00 Start
00:56 Jordi intro
01:23 Selini Capital
03:11 Prop shop vs VC money
04:35 What is HFT?
05:38 Which DeFi protocols for Selini Capital?
06:35 Volume of Hyperliquid
07:59 Marketmaking CeFi vs DeFi?
09:02 Why no Wall Steert marker makers?
10:19 How good is Hyperliquid?
13:30 Will Hyperliquid survive?
16:18 Small validator set
18:59 Hype token
21:30 ETH vibes these days?
23:06 Does the Ethereum Foundation even matter?
25:00 Does SOL flip ETH?
27:17 AI agents
30:08 Agents vs Bots
33:08 AI tokens
34:46 AI for endless promotion
36:43 Pigeon dox
40:31 DeSci
👋The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs is building Atlas, the blockchain purpose-built for verifiable finance. You may know of Ellipsis Labs by their first product Phoenix, a fully on-chain orderbook DEX that’s done over 50 billion dollars in unincentivized volume. If you’re interested in working for a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. You can learn more and apply on Ellipsis Labs’ Twitter “at Ellipsis_Labs”. Don’t forget to check out Atlas too, @atlasxyz on Twitter.
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