The Lads Are Back! Top Signal?

Watch on YouTube ↗  |  April 23, 2026 at 12:00  |  1:06:08  |  Steady Lads Podcast
Speakers
Jordi Alexander — Founder & CIO, Selini Capital
Taiki Maeda — Crypto Trader & Analyst
Justin Bram — Reporter, The Block

Summary

The Steady Lads return after a long break to discuss Bitcoin's recovery, Saylor's stretched preferred stock (STRK), recent major DeFi hacks (Drift and Kelp), and the ongoing crypto scam saga involving ZachXBT vs RaveDAO. They debate the state of DeFi, the quantum risk for Bitcoin, and share personal market positioning. Overall sentiment is cautiously bullish on Bitcoin and select tech stocks, while bearish on most altcoins and DeFi protocols.

  • Bitcoin bounced from 60K and is now back near 80K, with Jordi buying dips and Justin expecting a short-term rally to 85K before bear market resumes.
  • Taiki is heavily bullish on STRK (Strategy's stretch preferred) citing Saylor's low-MNAV buying as a catalyst for reflexivity.
  • Two major DeFi hacks (Drift ~$300M and Kelp ~$100M+) have hit the industry, highlighting security risks and the decline of DeFi TVL.
  • Jordi sees LayerZero (ZRO) as a forward-looking Solana competitor at current low prices, with FTX estate refusing to sell.
  • Justin is rotating out of crypto into traditional tech stocks (Tesla, Nvidia, Intel, Google) for better risk-adjusted returns.
  • The panel criticizes low-float token scams like Rave and River, noting ZachXBT's callouts are raising the cost of running such trades.
  • Discussion includes quantum risk, peptides, and a humorous pasta segment mocking the complexity of DeFi stacking.
Trade Ideas
Taiki Maeda Crypto Trader & Analyst 2:48
STRK will grow, MNAV turning up.
Taiki is super bullish on STRK (the stretch preferred stock of Strategy) because Michael Saylor's recent large Bitcoin purchases at low prices (60Ks and 70Ks) mark a turning point in the MSTR MNAV, which has been collapsing. He argues this is the first time Saylor has bought billions at a low MNAV (~1.1-1.2), which could re-introduce reflexivity to the upside and lead to a hated rally. Taiki sees STRK growing much larger than expected.
STRK HIGH
Justin Bram Reporter, The Block 18:03
Buy Tesla, Nvidia, Intel, Google.
Justin prefers traditional tech stocks over crypto because tech has outperformed Bitcoin from the bottom and offers safer upside. He has been actively buying Tesla, Nvidia, Intel, and Google (on Fidelity), viewing them as better risk-reward than crypto in the current bearish market environment.
TSLA NVDA INTC GOOGL MED
Jordi Alexander Founder & CIO, Selini Capital 39:17
ZRO is a Solana competitor undervalued.
Jordi views Layer Zero (ZRO) as a forward-looking bet at $1.60, arguing it is now a Solana competitor rather than just a messaging protocol. He cites the strong technical team (A16Z-backed), the FTX estate holding its tokens and refusing to sell at these prices (indicating higher expected value), and the upcoming mainnet launch (Q3/Q4) with major backers as reasons for upside.
ZRO MED
Jordi Alexander Founder & CIO, Selini Capital 51:00
Buy Bitcoin on dips, bottom in.
Jordi is actively buying Bitcoin on dips, believing a bottom is in place and the market has shifted back to buying dips after a painful correction. He views the recent price action as a recovery and is executing his long-standing strategy of buying Bitcoin during pullbacks.
BTC MED
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This Steady Lads Podcast video, published April 23, 2026, features Taiki Maeda, Justin Bram, Jordi Alexander discussing STRK, TSLA, NVDA, INTC, GOOGL, ZRO, BTC. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Taiki Maeda, Justin Bram, Jordi Alexander  · Tickers: STRK, TSLA, NVDA, INTC, GOOGL, ZRO, BTC