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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A Market Update With Jordi