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Steady Lads Podcast
Jordi Alexander, Justin Bram, Taiki Maeda, and Dim Selk discuss crypto markets, investing, and the projects and positions they are watching.
SOURCE DESCRIPTION · YouTube
4 EPISODESENTRACKED SHOW
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The Lads Are Back! Top Signal?
Jordi AlexanderJustin BramTaiki MaedaDim 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.