2024 Crypto Outlook w/ Jordi Alexander
This episode provides an investment lens on the crypto market featuring insights from Jordi Alexander, CIO of Selini Capital. The conversation explores macro trends around Bitcoin, including the impact of 2024's mining reward halving and prospects of a spot Bitcoin ETF approval in early 2023. Jordi shares his thoughts on Bitcoin hitting $50k if an ETF launches.
The discussion also covers top altcoins and sectors Jordi is monitoring. He analyzes Solana's developer ecosystem including valuations of tokens like Serum, Bonfida and Mango. Other layer 1s are examined like Ethereum competitors Solana and Avalanche. Jordi explains his thesis behind Pyth network oracles compared to incumbent Chainlink.
Additionally, the crypto outlook weighs risks across traditional finance with the Fed's monetary tightening leading to recession fears. Jordi discusses how Bitcoin and crypto assets might perform in a crisis scenario. Finally, he shares his 2024 strategy focusing on caps below $5 billion where outsized gains remain. The roadmap provides guidance on areas of the market with tailwinds for the next bull cycle.
Overall the wide-ranging analysis aims to provide perspective on crypto investing by identifying promising opportunities while still considering macro headwinds. Tune in for an insider's view on the trends shaping this bear market and beyond.
Guest: Jordi Alexander - CIO Selini Capital Follow Jordi on Twitter ➜ @gametheorizing
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