Ideas
OM price unsustainable; shorting dangerous.
Mantra's OM price was unsustainable because the team and OTC holders had tightly controlled and unvested supply plus pending unlocks; it was only a matter of time before it reverted, and the OKX liquidation was just a trigger. He also warns that shorting is dangerous because the float is tightly held and shorts can be violently squeezed.
Bought Base content token after crash.
Justin bought the 'Base is for everyone' content token after it dropped 90% following Base's promotion and second post. He supports Base/Zora experimenting with content coins, though he views the token as essentially a memecoin, making this a speculative dip buy.
Buy ETH lower for long-term upside.
Thiccy thinks ETH has the most intrinsic value in crypto and is a superior, non-corrupted store-of-value asset because proof-of-stake is the long-term model. He expects a slow U-shaped bottom potentially to around $200 as over-leveraged ETH collateral is liquidated, and wants to buy there for an eventual move back to $4,000, saying it is still too early now.
Bitcoin macro asset can trade higher.
Thiccy says Bitcoin has crossed the chasm into a macro asset that trades half like gold and half like equities, holding up better than old crypto models would suggest. MSTR-driven flow currently ties it more to equity indices, but that may fade, and BTC can still trade at current prices or higher.
Gold benefits from dollar diversification.
Gold's unusual rally signals an escape from dollars as Asian and other foreign money diversifies out of USD. Jordi has started acquiring gold via Tether Gold/XAUT, sees it as a slow and steady accumulator, and views it as a small but useful portfolio diversifier.
Gold perp negative funding anomaly.
Bybit's gold perpetual had negative funding for weeks, which should not persist for a gold contract because the forward curve normally reflects storage and carry costs. Jordi took advantage of the anomaly, collecting funding while holding gold exposure.
Mag 7 best AI bet, wait.
Jordi wants to own the Magnificent Seven eventually because it is one of the best and only ways to bet on AI, but he has not bought yet at current levels and wants better risk-reward or lower equity prices first.
Equities unattractive; wait for lower levels.
Jordi says the current equity risk-reward is not amazing and he has not bought at these levels. He wants to be fully deployed at S&P 3500 and NASDAQ 10,000, scaling in before those worst-case levels, implying current equities are unattractive.
Melania team extraction, token likely grinds lower.
The Melania token team is described as max extract, moving LP and taking money out of liquidity while the token still has around $158 million market cap. The likely path is similar to other memecoins: a slow grind lower, with the only question being how quickly.
Fartcoin is best bet on Bitcoin highs.
Taiki says Fartcoin has better product-market fit than 90-98% of crypto, is the most honest coin, and performs well in volatile equity markets as a mass rebellion. He capitulated earlier at 69 cents but started scaling in last month and owns it as one of the few assets to bet on Bitcoin making new highs.
This Steady Lads Podcast video, published April 18, 2025,
features Jordi Alexander, Justin Bram, Thiccy, Taiki Maeda
discussing OM, Base is for everyone token, ETH, BTC, GLD, XAUT, Bybit gold perpetual, MAGS, SPY, QQQ, MELANIA, FARTCOIN.
10 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jordi Alexander,
Justin Bram,
Thiccy,
Taiki Maeda
· Tickers:
OM,
Base is for everyone token,
ETH,
BTC,
GLD,
XAUT,
Bybit gold perpetual,
MAGS,
SPY,
QQQ,
MELANIA,
FARTCOIN
