Steady Lads Podcast

Jordi Alexander × Justin Bram × Taiki Maeda × Dim Selk

Zcash was the panel’s highest-conviction, highest-fragility trade, with Taiki calling it “the coin of the cycle” as Project Tachyon approaches.Crowding across ZEC, HYPE, Lighter and NEAR leaves buybacks weak and downside unresolved, while Variational’s Q4 TGE, $4 billion-plus daily volume and 32% airdrop offer a competing catalyst amid expected market dispersion.

Jordi Alexander × Justin Bram × Taiki Maeda × Dim Selk

Zcash is Jordi’s highest-conviction trade, with $1,000 and 3%-5% of Bitcoin’s market cap framed as plausible upside markers.Its case combines privacy, quantum-resistance and insurance against a Bitcoin failure with reflexive psychology, game theory and potentially durable committed holders.That concentrated bet remains vulnerable to violent drawdowns, while Bitcoin needs confirmation above roughly $83,000 and HYPE’s valuation faces unlocks and only 1%-2% staking economics.

Jordi Alexander × Justin Bram × Taiki Maeda × Dim Selk × Thiccy × Se × Qiao Wang

Jordi Alexander is “97% confident” Bitcoin bottomed at $60k, while Justin Bram’s diminishing-returns math sees roughly $185k and questions entering at $82k for potentially 2x.FOMO’s 40,000 daily App Store users—mostly mobile—support a mobile distribution thesis and IPO endgame, while Zcash’s supply case gains price confirmation amid unresolved crypto-native inflows and financial-rails catalysts.

Jordi Alexander × Justin Bram × Taiki Maeda × Dim Selk

Strategy’s April 20 purchase was its third-largest, at mNAV 1.1–1.2 rather than above 2, supporting Taiki’s bottom thesis.With STRC roughly $8.5B, rising mNAV could enable issuance and buybacks, but Jordi sees only about 1.5 years of dividend coverage.Drift and Kelp hacks leave DeFi’s shrinking TVL and security budget unresolved.