Jordi Alexander is a crypto investor, founder of the trading firm Selini Capital, and a former professional poker player with a background in quantitative trading. His work involves analyzing cryptocurrency markets, which combines game theory, macroeconomics, and insights gained from his experience in high-stakes poker. ^[3]

Education

Alexander attended the University of North Carolina at Chapel Hill, where he graduated in 2006 with a Bachelor of Arts degree in Economics and Psychology. He later pursued postgraduate studies and earned a Master of Business Administration (MBA) from INSEAD in 2012. ^[10]

Career

Alexander began his career as a professional poker player, an experience he states was foundational to his later success in financial markets. He has noted that the skills developed in poker—such as understanding expected value, maintaining discipline, and making rational decisions under pressure—were directly transferable to the volatile cryptocurrency markets. According to Alexander, this overlap in required skills is why many professional poker players have successfully transitioned into crypto trading.

In June 2024, Alexander won a World Series of Poker (WSOP) bracelet, defeating well-known professional players. He attributed this victory to the mental resilience he developed while navigating the 2022 crypto bear market. He described that period as one of intense pressure and negative sentiment, which ultimately strengthened his mindset and ability to manage self-doubt during high-stakes competition.

Alexander is the founder of Selini Capital, a global trading firm that focuses on systematic trading, venture investing, and liquidity provisioning within the digital asset space. The firm is an active market participant on both centralized and decentralized exchanges. In addition to his work at Selini, Alexander is involved with the Mantle Network, an Ethereum Layer 2 solution, where he holds the title of Chief Alchemist. He has spoken about the potential for synergy between his two roles, suggesting Selini Capital could provide market-making services or venture funding for projects within the Mantle ecosystem. ^{[1] [10]}

Interviews

Crypto Outlook

In a May 2025 appearance on The Rollup podcast, Alexander shared his macroeconomic outlook and cryptocurrency portfolio strategy. He identified Bitcoin as the only digital asset with true macro significance. He expressed concern that interest rate hikes could lead to increased money printing due to the high national debt. Alexander also discussed market maker dynamics and the strategies used by project founders to sell their token allocations. He characterized the cryptocurrency market as being in an early developmental stage and predicted near-term volatility driven by economic challenges, such as income inequality. He advised a cautious approach for investors amid these market conditions. ^[4]

Casino Phase

During a May 2025 interview on The Interlop podcast, Alexander described the market as being in a "casino phase," expressing a bearish short-term outlook for Bitcoin, Ethereum, and the broader DeFi space. He argued that a speculative peak had occurred earlier in the year, driven by a surge in memecoin prices and unsustainable valuations. He suggested that the next one to two years could be challenging for risk-averse investors, with a potential flight to traditional assets, such as gold. Alexander stressed the importance of fundamentals when evaluating tokens, including community strength and the real-world utility of the underlying technology, particularly at the intersection of AI and crypto. He noted that while institutions were beginning to adopt stablecoins and Bitcoin, widespread institutional engagement with DeFi was still limited by conflicts with legacy financial systems. ^[5]

Crypto Secrets

In a May 2025 interview with Kyle Chasse, Alexander offered insights into the mechanics of crypto markets. He distinguished between legitimate liquidity provision and active market manipulation, noting that understanding this difference is key to interpreting market behavior. He discussed the difficulties of trading, including the high risks of shorting in volatile markets and the importance of securing favorable entry points. Alexander also addressed the negative perception of market makers among retail traders, which he attributed to their association with price manipulation. He suggested that Bitcoin was positioned to outperform in future cycles and advised traders to focus on price action rather than adhering strictly to traditional four-year cycle theories. ^[2]

Presentations

Keynote

In a keynote presentation at TOKEN2049 in London in November 2022, Alexander reflected on the psychological drivers of investor behavior in cryptocurrency markets. He shifted his focus from algorithmic stablecoins to the pervasive influence of greed in the industry. Citing the work of financial journalist Matt Levine, he observed that crypto often mirrors traditional finance while engaging in high-risk experiments. Alexander explored themes of investor motivation, the virality of information, and the role of community coordination, drawing parallels to game theory. He highlighted the challenges of assessing value amid unsustainable yields and market volatility, concluding that collective, coordinated efforts were necessary to build a sustainable future for the industry. ^[6]

Panels

Onchain Economy

At the Injective Summit in July 2025, Alexander participated in a panel moderated by Jarred Winn of Winn Ventures. The discussion, which also included Matt Sheffield (FalconX), Omar Kanji (Dragonfly), and Vanessa Grellet (Arche Capital), focused on accelerating the on-chain economy. Panelists examined how macroeconomic factors, such as inflation and liquidity crises, affected Bitcoin and the broader cryptocurrency market, noting that Bitcoin's volatility had decreased as institutional acceptance grew. They agreed that greater regulatory clarity in the U.S. was needed to foster onshore innovation, observing that regions like the Middle East currently offered more favorable environments. The panel concluded by suggesting improvements for the ecosystem, such as standardized token launch processes and better integration between DeFi and traditional finance. ^[7]

Crypto Regime

During a panel at TOKEN2049 in Dubai in May 2025, Alexander joined other liquid venture investors, including Jason Kam (Folius Ventures), Zaheer Ebtikar (Split Capital), and moderator Michael Bucella (Neoclassic Capital), to discuss the evolution of crypto investment strategies. The panelists noted that the lack of fundamental value in many tokens had rendered older hedge fund models less effective, leading to a rise in long-short strategies that are more responsive to market trends than fundamentals. They explored how liquidity, governance, and cash management have transformed. The discussion also explored the interplay between regulation, market structures, and emerging technologies, such as AI, emphasizing the need for investors to adapt to the current landscape while identifying projects with long-term viability. ^[8]

Memecoins

At TOKEN2049 in Dubai in May 2025, a group of panelists discussed the current state of memecoins, reflecting on the volatility and evolution of this cryptocurrency sector over the past year. Participants included Alexander, Ansem (Bullpen), Joe McCann (Asymmetric), and Carl Vogel (Neoclassic Capital). They noted that while memecoins have dominated trading volumes, their popularity has yielded both positive and negative outcomes. Some initiatives have been driven by genuine community engagement, while others appeared to be short-lived attempts to profit quickly through sketchy or poorly intended launches. The discussion highlighted the cyclical nature of market dynamics, suggesting that factors beyond individual memecoins, such as broader economic conditions, contributed to their fluctuations. The panelists contemplated the future of memecoins, implying that innovation and cultural movements would continue to shape the landscape, even as challenges such as scams and bad actors persisted in the space. ^[9]