Investments at Selini Capital

Joined January 2018
145 Photos and videos
Pinned Tweet
8 Nov 2023
2024 about to be a movie
8 Nov 2023
.@dim_ss is a our giga chad analyst, lucky to have him
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Dim Selk retweeted
The Lads are back for their first episode of 2026! Is it time to celebrate 🎉 or is this a major top signal? 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #101 we cover: 📈 The State of Market 🏦 @saylor & $STRC 🥷 The Big Defi Hacks 📉 @zachxbt vs RaveDAO 🍝 Pasta of the Week & More! Full links below!
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Mar 20
Unironically, private markets are deeper on the bid side than public; price discovery is happening through SPVs that are now widely accessible. Like, wdym my uncle can buy a triple wrapped SPV for OpenAI at $900bn. Exit to who exactly on IPO?
Robbinhood Ventures, which holds some of the best private companies (Databricks, Stripe, Revolut, etc), went public on NYSE and is trading at a ~10% discount to NAV Not a good sign for private market valuations when liquid wrappers trade *below* the illiquid underlying
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Dim Selk retweeted
The Lads are ending 2025 with a bang!💥 It's our 100th Episode and it's packed full of amazing guests with @Citrini7, @vnovakovski & @thiccyth0t all joining to ring in the new year 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #100 we cover: 💯 Looking Back On 100 Shows 🔎 Reviewing 2025 Predictions 🔮 Predictions For 2026 🍝 Pasta of the Year & More! Full links below!
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Dim Selk retweeted
The Lads are back once again with @dim_ss, and as brutal as it's been, they're seeing the glass as half full 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #99 we cover: 👨‍🏫 The Positive & Negative For Alts 💸 There's Still Money In The World 🛒 What's On Your Shopping List? 😵 The Time To Doompost Is Over 🍝 Pasta of the Week & More! Full links below!
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6 Nov 2025
During a bear market, get ready for protocol “hacks”, “exploits", and crypto founders disappearing into the sunset like nothing ever happened 💨
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6 Nov 2025
Damn I love African politics memes. This and the classic "corruption is not bad" one. Just perfectly encapsulates a big part of our space
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30 Sep 2025
Proud of my friend @diogenes. He has been building with conviction and it's amazing to see it launch. Klyra mode.
30 Sep 2025
Trade Anywhere, Instantly. The widest range of assets from one account. No margin or positions micromanaging, pure execution. This is how trading should be. This is how you Trade to Win. klyra.com
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15 Sep 2025
Ethena is truly cracked; Team, founder, and product all world class $ENA price vs circ. market cap? Downright diabolical
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Dim Selk retweeted
The Lads are venturing back into the Wild West of crypto once again with special guest @dim_ss🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #97 we cover: 🤠 Is @HyperliquidX The Wild West? 🐋 DMs From The Whale! 🏖️ @fundstrat Is On Vacation 🍝 Pasta of the Week & More! Full links below!
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29 Aug 2025
hi @fundstrat, maybe you can ask @MarkNewtonCMT to plz fix?
Mark ⁦@MarkNewtonCMT⁩ again at it. ➡️Calling ETH bottom to happen in next few hours ⁦@fs_insight⁩ ⁦@FundstratCap⁩ Tickers: $BMNR $GRNY
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Dim Selk retweeted
The Lads are back after only a week, and they're bringing a slew of heavy hitters with them. Special guests @dgt10011 & @dim_ss join the pod! 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #95 we cover: 📈 A Path To Alt Season? 🏦 ETH Treasury Companies 🪙 Stablecoin Chains 🍝 Pasta of the Month & More! Full links below!
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14 Aug 2025
About a month ago I said a real late-stage signal would be when everyone starts tracking corporate treasury flows the way they did for ETF flows Update: In 4 separate group chats in the past 24hrs everyone is discussing how to best track treasury flows for $BTC, $ETH, and $SOL
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1 Aug 2025
Strategy ($MSTR) Q2 2025 Earnings Call TLDR by a friend:
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26 Jul 2025
Update: took $BTC ~26h to mean revert back to $118K. The hungry side has shown its hand Thank you for the dip and your attention to this matter!
25 Jul 2025
The force with which we rip back to $118K off Galaxy’s $BTC sells will tell us a lot about trend continuation potential. A lot of inflows from Saylor / $MSTR, Mara and other vehicles next week. Likely get's frontrun into the weekend
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26 Jul 2025
$118K constitutes full mean reversion for me. We are at a Schelling point imo. With that being said, treasury game is still switched on, so base case is trend continuation from here
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26 Jul 2025
Pretty busy Macro week with FOMC PCE NFP Tariff deadline, so might see some broader derisking flows. I am treating it as psyops for now. The bet on BTC is very idiosyncratic
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25 Jul 2025
Generation Moonshot: the post‑2020 retail cohort that treats every stimulus check like seed capital for call options and meme coins.
INTEL: Trump is considering issuing stimulus checks for low-income Americans as part of ongoing economic relief efforts
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25 Jul 2025
The force with which we rip back to $118K off Galaxy’s $BTC sells will tell us a lot about trend continuation potential. A lot of inflows from Saylor / $MSTR, Mara and other vehicles next week. Likely get's frontrun into the weekend
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24 Jul 2025
Corporate Treasury Trade Phases (as I see them): Phase 0: Saylor - $MSTR Phase 1: $BTC clones (Metaplanet/Oranje, etc) Phase 2: $ETH & $SOL vehicles Phase 3a: Foundation-led altcoin deals; Functioning as "capital markets arms" Phase 3b: Low effort altcoin wrappers; Exit pump specials
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24 Jul 2025
Underwriting-wise, we are still in 3a, drifting into 3b
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24 Jul 2025
Farm the early convexity, just don't be left holding the bag
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