Description
In this episode of UpOnly, Cobie & Ledger talk to Jordi Alexander, who uses a system of first principles based analysis and a macro outlook to invest in crypto.
Presented by FTX: https://uponly.tv/ftx
https://twitter.com/gametheorizing
00:00 - Intro
02:40 - Background / How Jordi got into crypto
07:35 - Su Zhu DOGE debate / Game theory / Meme stocks
11:50 - Will there be a rotation to underlying value and utility? / Accumulating more Bitcoin
14:45 - Bitcoin as a store of value / Bitcoin’s role in a bear market
17:00 - How the game has changed / Correlation to macro / Wealth inequality
19:26 - Does Bitcoin reduce economic activity? / Gold
24:38 - How does crypto translate to moral equality?
27:30 - Crypto market segments / DeFi / Layer 1s / Securities
34:20 - Macro outlook for 2022
39:00 - Fundamental value vs. Tokenomics / NFTs / Ponzis
48:50 - OHM and Game Theory
53:55 - Richard Heart and HEX
1:03:00 - Web3 / Ownership economy / NFTs
1:19:00 - Crypto Twitter / Trading vs. Investing / Protecting gains
1:28:00 - Crypto market outlook 2022 / What can extend this cycle?
1:33:30 - Su Zhu and Crypto Twitter
1:35:40 - CIA involvement in crypto / Ethereum’s dynamic nature
1:42:45 - What is money? / Ethereum compared to AWS
1:52:50 - How to measure efficiency? / Efficient markets
1:56:20 - Questions from the chat
2:11:38 - Free alpha