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