From Poker Pro To Trading Giant: Inside The Mind of Selini Capital

Summary

Jordi Alexander, CIO of Selini Capital, discusses the crypto market's healthy washout, the disappearance of retail, and how Selini is exploiting tokenized equities like SpaceX using crypto trading strategies. He highlights predictable passive flows and unlock events in SpaceX as an alpha opportunity, and sees a reflexive rally in crypto after a prolonged choppy bottom.

• Crypto's 'great filter' is eliminating bad actors, leaving disciplined capital.
• Retail capital has fled crypto, with small-ticket flows plummeting.
• SpaceX token on Binance presents a clear alpha opportunity due to unlock schedules and upcoming passive index flows.
• The playbook from crypto—front-running unlock events and narrative catalysts—applies directly to tokenized equities.
• Crypto is forming a choppy bottom; a sudden reflexive rally is likely once momentum returns.
• Market microstructure nuances like perpetual funding rates give crypto-native firms an edge over traditional players.
• Avoid trading on mobile phones to prevent gamified impulse decisions that reduce edge.