E188: Jordi Alexander: Human 2.0, Why there is no retirement number and why you can't just "Bitcoin and chill" anymore @gametheorizing is the founder of @SeliniCapital, an ex-poker pro, and a trader who's been in the room with the people building AI. It's his third sit-down with us. We talk AI, wealth, health, and why he thinks chasing a finish line is the wrong game. Timestamps: 00:00 - Intro 03:23 - How Do You Not Break The Health Streak? 05:56 - Who Are You? 09:24 - When Did You Know You'd Made It? 12:15 - How to Get Into The 10,000 Most influential People Circle 14:23 - Are Billionaires Actually Special? 18:55 - Early Or Just Wrong On AGI? 24:00 - Sponsors: @variational_io , @Bitwise 24:57 - How To Stay Sane when You know and Think too Much? 29:10 - When Did Your Intuition Cost You? 31:30 - The Skill AI Can't Replace 41:25 - Are Book Smarts Dead? 43:03 - When To Stop Grinding And Recharge 47:17 - How Do You Protect Your Peace Of Mind? 51:03 - $10M, $20M or $30M? There is no Retirement number! 54:45 - Sponsor: @KASTxyz 55:38 - What About People Stuck In Survival Mode? 1:01:13 - Are Peptides and Health Shortcuts Worth It? 1:06:52 - 50K for A Coffee: Has Your Hourly Rate Changed? 1:09:41 - Where Is The Puck Going in 2026 and beyond? 1:16:07 - The winning crypto platforms and projects of the future 1:20:18 - zcash:native, the most assymetric venture bet since $ETH in 2014? 1:23:19 - Why $ 5-10K per zcash:native isn't crazy this cycle 1:24:50 - What's In Your Portfolio? 1:25:50 - Why Nobody Teaches Allocation 1:29:08 - Sponsors: @JupiterExchange , @ethena 1:29:48 - How Wealth Can Turns Into Unhappiness 1:34:56 - When Does More Money Stop Mattering? 1:36:07 - Why Spend Millions To Impress Strangers? 1:42:47 - Health Inequality Vs Wealth Inequality 1:44:10 - What To Do When Your Mental Health Spirals Down? 1:49:16 - Can Normal People Access Psychedelic Therapy? 1:51:15 - The One Thing To Remember fro this Conversation

E188: Jordi Alexander: Human 2.0, Why there is no retirement number and why you can't just "Bitcoin and chill" anymore @gametheorizing is the founder of @SeliniCapital, an ex-poker pro, and a trader who's been in the room with the people building AI. It's his third sit-down with us. We talk AI, wealth, health, and why he thinks chasing a finish line is the wrong game. Timestamps: 00:00 - Intro 03:23 - How Do You Not Break The Health Streak? 05:56 - Who Are You? 09:24 - When Did You Know You'd Made It? 12:15 - How to Get Into The 10,000 Most influential People Circle 14:23 - Are Billionaires Actually Special? 18:55 - Early Or Just Wrong On AGI? 24:00 - Sponsors: @variational_io , @Bitwise 24:57 - How To Stay Sane when You know and Think too Much? 29:10 - When Did Your Intuition Cost You? 31:30 - The Skill AI Can't Replace 41:25 - Are Book Smarts Dead? 43:03 - When To Stop Grinding And Recharge 47:17 - How Do You Protect Your Peace Of Mind? 51:03 - $10M, $20M or $30M? There is no Retirement number! 54:45 - Sponsor: @KASTxyz 55:38 - What About People Stuck In Survival Mode? 1:01:13 - Are Peptides and Health Shortcuts Worth It? 1:06:52 - 50K for A Coffee: Has Your Hourly Rate Changed? 1:09:41 - Where Is The Puck Going in 2026 and beyond? 1:16:07 - The winning crypto platforms and projects of the future 1:20:18 - zcash:native, the most assymetric venture bet since $ETH in 2014? 1:23:19 - Why $ 5-10K per zcash:native isn't crazy this cycle 1:24:50 - What's In Your Portfolio? 1:25:50 - Why Nobody Teaches Allocation 1:29:08 - Sponsors: @JupiterExchange , @ethena 1:29:48 - How Wealth Can Turns Into Unhappiness 1:34:56 - When Does More Money Stop Mattering? 1:36:07 - Why Spend Millions To Impress Strangers? 1:42:47 - Health Inequality Vs Wealth Inequality 1:44:10 - What To Do When Your Mental Health Spirals Down? 1:49:16 - Can Normal People Access Psychedelic Therapy? 1:51:15 - The One Thing To Remember fro this Conversation

The insane amount of people scared with bitcoin:native at $84K shows you how many didnt buy the 60K bottom (on neither BTC or alts btw) because of « muh October 40-50K dump » COLOSSALLY HIGHER

. @gametheorizing shares the longevity stack he uses to wake up his mitochondria and cut inflammation "If it's just a vanity thing or a status thing, that doesn't seem to be a good risk reward if you're doing something that is potentially going to have side effects" "There's a peptide, the SLU peptide, which I take small amounts of orally only. So I'm still minimizing the risk of it. It can potentially wake up your metabolism, your mitochondria get activated" "What I've noticed is once you reduce inflammation, so many of the things that are wrong with you go away by themselves. I can list ten things that I used to think I needed to deal with forever, and they've just completely gone away" @SeliniCapital

I PAID $100K TO SIT DOWN 2H WITH JORDI ALEXANDER

The crypto market is bullish as f*ck and taking a well needed breather

And just like that the near:native hack was a non event

CZ Explains Why He Recommended Pausing Withdrawals After the Bybit Hack On September 25, 2026, Binance founder CZ @cz_binance said in an interview with When Shift Happens @KevinWSHPod that after Bybit was hacked, he publicly suggested pausing withdrawals as a more cautious security measure to prevent further abnormal outflows of funds. He said that while suspending services could disrupt trading continuity and inconvenience users, security risks should take priority. Bybit ultimately did not pause withdrawals and no further issues occurred, which, in his view, also showed that there is no absolute right or wrong in such situations and that the key lies in risk assessment.

. @gdog97_ pushes back on whether the world needs another crypto bank by pointing out the entire category barely has any users yet "Everyone always asks that with any good idea. Did we need another stablecoin, or another yield bearing stablecoin two years ago? Did we need another Dex six months ago? There aren't that many great ideas within the space, so naturally when there's a good one, people flock and try to compete" "The existing products out there have literally tens of thousands of users. If you compare that to a localized fintech sitting in just one country in South America, it's completely irrelevant. We're trying to access users that would never log into MetaMask and come on chain, and meet them where they are with an experience they're used to" "One of the most important pieces to get right is can you produce a structurally higher return on the dollars within the app. The highest cashback on the card, the highest yield in the account. That's a structural moat, and that's the area @Ethena has excelled over the last two years"

CZ on Building Binance, Surviving Crypto’s Biggest Crises, and Why He Still Thinks We’re Early In this episode of When Shift Happens, I sit down with Changpeng Zhao, better known as @cz_binance, the founder of @binance, to discuss the journey that took him from growing up in an immigrant family in Canada to building the world’s largest crypto exchange. We get into the early days of Binance, the FTX collapse, hacks and crisis management, why he remains relentlessly bullish on crypto, and the project he believes will create his biggest impact. The Work Ethic Behind Binance When asked about the factor in his childhood that created his drive, he pushes back on the idea that there must have been some defining trauma behind it. Instead, he points to growing up with less. His family immigrated to Canada, where both of his parents initially worked jobs close to minimum wage. Around him were children from wealthier immigrant families, creating an early awareness of the gap between what his family had and what others did. More importantly, he watched how hard his parents worked after moving to a country where they did not yet speak English fluently. He sees himself as part of a familiar second-generation immigrant pattern: the children watch their parents struggle, recognize the sacrifice, and feel compelled to push further. That mentality followed him into Binance. Contrary to the usual startups built by a handful of people sitting around a living room, Binance was built on top of an existing team. CZ already had roughly 15 to 20 people working at BJTech, a company that provided exchange technology. By 2017, they had the product, technical infrastructure, and team to attempt something much bigger. CZ gathered everyone into a conference room and proposed building a crypto-to-crypto exchange. The infrastructure was already there, while the missing pieces, like marketing and customer support, could be built. Within six months, Binance had become the largest crypto exchange in the world. CZ’s explanation for that growth is unglamorous: a humble team, very little ego, and an unusually high ability to execute. He does not define hard work by the number of hours worked. What matters is output, how quickly someone can create something high quality that people actually want. What Crisis Teaches You About Building CZ’s career has been shaped by countless crises. One of the earliest came shortly after Binance launched, when BNB fell below its ICO price. CZ remembers the pressure of knowing that tens of thousands of people had invested and were now losing money. Then came much larger crises. The most famous was the collapse of FTX. CZ rejects the argument that his November 2022 tweet announcing Binance would liquidate its remaining FTT holdings destroyed the company. “If one of your competitors can make a tweet to kill your company, then you don’t have a company,”. CZ says he viewed the tweet as a transparency decision and did not anticipate the market reaction that followed. His approach to crises becomes even clearer when discussing hacks. When Binance lost roughly $40 million in a 2019 hack, CZ’s instinct was immediate: stop withdrawals and understand the situation before attempting to return to normal. It is an approach rooted in asymmetric risk. He describes it as a virtual “big red button”: when a serious security incident happens, preservation comes before convenience. Temporarily inconveniencing users might be damaging, but allowing a second exploit because you restarted too quickly could be catastrophic. That philosophy is also why, after the later Bybit hack, CZ publicly suggested pausing withdrawals. He acknowledged that Bybit’s leadership had more information than he did and that its decision to remain operational ultimately worked. He believes there is no objectively correct response, but in moments of extreme uncertainty, he personally prefers to protect against the worst possible outcome first. Crypto Is Still Much Earlier Than It Seems Cz estimates that about 5-15% of people have had some exposure to crypto, but the proportion of global wealth actually held in the industry remains extremely small, potentially below 1%. From that perspective, competition between Binance, decentralized exchanges and emerging platforms such as Hyperliquid matters less than expanding the total market. He says he welcomes competitors. If the market is still at such an early stage, another successful platform does not necessarily take value away from Binance. Instead, it can bring more users, developers, and capital into crypto altogether. “Growing the industry,” he explains, “is much better than growing a single platform.” From Building an Exchange to Building an Education System Near the end of the conversation, CZ says he is now optimizing for positive impact. In the short term, that means advising governments on crypto regulation and continuing to support Web3 founders and projects. Over a much longer horizon, however, he believes @GiggleAcademy, his free education initiative, could become more consequential. The project had grown from around 100,000 children at the beginning of 2026 to roughly 1.3 million within months. His broader argument is that education was designed for a different economy, with traditional schools focusing on weaknesses to bring students toward a common average. CZ thinks the future will reward specialization instead: identifying what someone is unusually good at and helping them become exceptional at it. AI could also make education far more personalized. Instead of one teacher delivering the same lesson to dozens of students, CZ imagines software eventually understanding each child individually and continuously adapting the curriculum. The man who built one of crypto’s largest companies is no longer only thinking about exchanges, tokens, or market share. He is thinking about what infrastructure comes next, and how the same principles that helped Binance scale globally might be applied to something as fundamental as learning. 👉If you enjoyed reading the summary, head over to When Shift Happens on YouTube or your favorite podcast platform to access the full convo.

The reason why most people don’t make it in crypto is because they either don’t believe in this industry (have no conviction) or are traders Just look at the reactions when we have both a BTC weekly bullish signal and some massively outperforming coins that are taking a breather All you have to do is build conviction in a few projects ans HODL for 12-24 months Its literally that “simple” but all the non believers and engagement farmers still manage to shake you out

The amount of people bearish on and trash talking near:native when it dipped 10% on a hack nonevent news makes me so bullish So so so much higher

You have some incredible projects that are category leaders like solana:BPxxfRCXkUVhig4HS1Lh7kZqV6SPJhzfEk4x6fVBjPCy , solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN and ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 and are massively mispriced and all you can do is buy them and go chill at the beach for a year or 2 but you prefer to convince yourself that we can’t have nice things and that altcoins must massively correct because we’ve had it too good for just a a few weeks after more than a year of pain Ngmi

If there is a moment to believe in crypto, both in terms of of history and in terms of where we are at in this news cycle it is NOW

You should always have a bitcoin:native stack And now might be the moment where you understand why

The amount of bear market PTSD at $86K per bitcoin:native is extremely bullish People forgot we too can have nice things And their current allocation probably reflects this SO MUCH HIGHER

The funds from the $3.8M NEAR Intents hack were sent back in full. We are stopping the investigation. Please use bug bounties instead of disrupting the services.

Still living comfortably. $STRC