Steady Lads 100th Episode Year End Spectacular w/ Special Guests

Watch on YouTube ↗  |  December 31, 2025 at 20:21  |  1:32:00  |  Steady Lads Podcast
Speakers
Dim Selk — Co-host, Steady Lads
Jordi Alexander — Founder & CEO, Selini Capital
Citrini — Founder & lead analyst, Citrini Research
vnovakovski — CEO, Lighter
Thiccy — Quant Trader / Former HFT Quant

Summary

Steady Lads celebrates its 100th episode with a year-end review and guests Citrini Research, Vlad Novakovski, and Thiccy. The panel discusses supportive macro for risk assets, commodity supply shortages, Bitcoin versus ETH/altcoins, a Flow exploit funding trade, and Lighter's token launch. They also make 2026 predictions, including higher Bitcoin dominance, continued ETH/alt weakness, and tokenization/RWA adoption. The episode closes with pasta of the year and poker stories.

  • Hosts review 100 episodes and 2025 predictions, noting crypto underperformance versus stocks and gold and no alt season.
  • Citrini Research sees a supportive macro backdrop for risk assets, supply-driven commodity upside in copper/lithium/aluminum, and silver catch-up potential.
  • Jordi discusses a Flow exploit funding trade and remains long Bitcoin while bearish ETH/altcoins.
  • Vlad Novakovski outlines Lighter's token launch, value accrual to LIT holders, buybacks/growth plans, and upcoming product catalysts.
  • Thiccy predicts higher Bitcoin dominance, further ETH/alt weakness, and discusses a January reallocation trade.
  • Jordi is bullish on tokenization/RWA adoption and mentions Canton.
  • The panel debates Moass/shorting alts, trader paradise versus investor hell, and 2026 market structure.
  • The episode closes with pasta of the year and poker stories.
Ideas
Dim Selk Co-host, Steady Lads 5:34
Bitcoin support at 87.5, trade 90s.
Bitcoin's point of control, where the most volume has traded since all-time highs, is around 87.5k; that lowers the odds of a fat breakdown, and with sentiment apathetic, it would not take much for Bitcoin to trade back into the 90s.
BTC MED
Jordi Alexander Founder & CEO, Selini Capital 7:09
Bitcoin undervalued; expecting upward range breakout.
Bitcoin looks undervalued relative to other assets; much volume has been absorbed around 87-90k, and Jordi is keeping very long because he expects an eventual upward breakout while only swing-trading small clips.
BTC HIGH
Jordi Alexander Founder & CEO, Selini Capital 13:39
Avoid Hyperliquid, Jupiter buyback overextension.
Hyperliquid was the last big crypto cult, but its token has struggled; indiscriminate buybacks and buying tops during hot markets expanded multiples too far and led to painful pullbacks, a pattern also seen in Jupiter.
HYPE JUP MED
Jordi Alexander Founder & CEO, Selini Capital 15:22
Pessimistic ETH and altcoins.
Jordi is bullish Bitcoin but pessimistic on ETH and therefore altcoins, arguing that if ETH is bearish you cannot be bullish on altcoins.
ETH ALTCOINS HIGH
Jordi Alexander Founder & CEO, Selini Capital 29:22
Long Flow perp for funding.
After the Flow exploit, perps kept trading while the chain was frozen, causing oracle confusion and high funding; Jordi went long about $1m of Flow on the Binance perp to collect funding, expecting the chain controllers to protect the token.
FLOW HIGH
Citrini Researcher, Citrini Research 34:01
Great environment for risk assets.
The macro environment is very supportive for risk assets: fiscal policy is full tilt, the Fed is cutting, the high-end economy is strong, and S&P 500 analyst revisions and price targets suggest walls of worry rather than late-cycle risk.
SPY MED
Citrini Researcher, Citrini Research 40:41
Copper, lithium, aluminum supply shortage.
Rolling supply shortages across AI, electrification, and robotics have left commodities without new capacity after prior downcycles; copper, lithium, and aluminum should see buyers pay up, with aluminum also supported by switching costs from copper.
COPPER LITHIUM HIGH
Citrini Researcher, Citrini Research 42:59
Silver catch-up trade after gold.
In metals and commodities, the catch-up trade often works: when gold rallies and silver lags, silver can play catch-up, as happened this year.
SILVER MED
vnovakovski CEO, Lighter 48:06
Lighter token value accrues holders.
Lighter's LIT token is structured so value from products and services accrues to token holders, with a mix of strategic buybacks and growth reinvestment, core-team governance, and upcoming catalysts like the mobile app, Ethereum composability, and Robinhood-linked tokenized stocks.
LIT HIGH
Thiccy Quant Trader / Former HFT Quant 64:01
Bitcoin dominance rises, ETH alts fade.
Bitcoin dominance could hit 70-75% as disillusioned alt holders rotate into BTC; ETH is expected to keep fading, with the Tom Lee pump unwinding and Bitmain/MSTR-related supply risks, while alts generally do poorly.
ALTCOINS ETH HIGH
Thiccy Quant Trader / Former HFT Quant 64:01
Bitcoin dominance rises, ETH alts fade.
Bitcoin dominance could hit 70-75% as disillusioned alt holders rotate into BTC; ETH is expected to keep fading, with the Tom Lee pump unwinding and Bitmain/MSTR-related supply risks, while alts generally do poorly.
BTC HIGH
Jordi Alexander Founder & CEO, Selini Capital 68:49
Bullish tokenization, RWAs, and Canton.
Tokenization of real-world assets and companies onto crypto rails is becoming more compelling because access and ease are better than traditional rails; Jordi is bullish on the category and specifically mentions Canton and RWAs on Hyperliquid and Lighter.
RWA TOKENIZATION CANTON MED
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This Steady Lads Podcast video, published December 31, 2025, features Dim Selk, Jordi Alexander, Citrini, vnovakovski, Thiccy discussing BTC, HYPE, JUP, ETH, ALTCOINS, FLOW, SPY, COPPER, LITHIUM, SILVER, LIT, RWA TOKENIZATION, CANTON. 12 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Dim Selk, Jordi Alexander, Citrini, vnovakovski, Thiccy  · Tickers: BTC, HYPE, JUP, ETH, ALTCOINS, FLOW, SPY, COPPER, LITHIUM, SILVER, LIT, RWA TOKENIZATION, CANTON