Jordi Alexander

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 × 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.

Avi Felman × Jonah Van Bourg × Jordi Alexander

Retail has largely exited crypto altcoins as unlock-driven selling pushes flows toward equities, sports betting, and prediction markets, while Selini trades SpaceX across crypto venues and hedges in tradfi.Predictable passive rebalancing and crypto-native funding markets create opportunity, but October 10 showed how leverage and non-dollar collateral can turn rare volatility into permanent losses.

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.