Video 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...
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