Dec 31, 2025 · 1 hr 32 min · 13 segments
The Lads are finishing out the year strong with their 100th Episode! They look back on their predictions for 2025, make a few new ones for 2026, and welcome a whole slew of guests, including: Citrini…
Jordi AlexanderHostCitriniGuest
Taiki MaedaHostVickyGuestDimHost
Vlad NovakovskiGuest
Justin BramHostThiccyGuest
Let's look at everything past Tron, which has also done well, but if you look at Polygon, Litecoin, Polkadot, I guess Bitcoin Cash has done okay, but Shiba Inu, a bunch of that stuff, that hasn't done amazing, and You know, I think like one of the themes is that there just are not that many great digital assets of quality yet.

And, you know, one of the things we want to maybe look forward to in 2026 is how do we get better quality assets that can do well? Because I've been like...

Um, it's clear that there is liquidity out there and, um, It's just needing maybe like some kind of more fundamental aspect than our coins have had.

Yeah, I saw some tweet that said, if you held silver for the past week, you've outperformed holding ETH for like the past four years or something.

Yeah, like what's it going to take? Why hasn't people bought Bitcoin yet? Isn't it digital gold?

Yeah, Jordi, I mean, just to double click on that, it's interesting, right? Like gold, I mean, Bitcoin shouldn't need more of a fundamental reason if gold is doing so well, right? I completely understand the alt complex of why that's been lagging.

But Bitcoin, that was, you know, supposed to be the one thing that's our digital gold that thrives in times like this.

And I don't know, I'm kind of starting to wonder if the alts are actually holding Bitcoin down.


I mean, it is kind of bullish that we are having some of the huge whales sell their tokens.

You always want the average price and the distribution to be wider and the average price to be higher.

And when this happens, even though it's very annoying to wait months and months for this to flush out, it is very bullish for that next leg because ultimately people are always going to sell if they're up 1,000x and you want people to reset the clock and I always knew that was going to be part of any process hire.

It's a healthy process hire to go through this, but it is frustrating given that the real gold is doing well and we got Peter Schiff running laps around.

The other thing, of course, is the quantum... background which started being talked about and i think um you know we said it before like it's kind of good that those conversations are happening now and and um you know get getting some preparation going because there is like a good deaf community that can start thinking about this problem and and and addressing it and it's better that they're doing this instead of you know spending their time on uh inscriptions and you know all those like random things that we had going on on bitcoin

are you worried about quantum shorty or do you just think it's just fud and price is down so people are finding reasons

i'm worried about people being worried right like that's kind of my job it's like what are people going to be thinking about and um I think it's going to probably break into the consciousness of the public a little bit more as we kind of go into the next few years.

You know, I have to balance that with the fact that Bitcoin does seem very undervalued compared to these other assets.

And I think Dim was saying before that there's just so much being traded now at these levels that it's still unlikely that we kind of break down, you know, into the 70s given how much has already been absorbed here.
Yeah, I think it's definitely noteworthy that in terms of point of control, in terms of volume being traded since all-time highs, this is the level 87.5 where most volume has been traded.

Let's look at everything past Tron, which has also done well, but if you look at Polygon, Litecoin, Polkadot, I guess Bitcoin Cash has done okay, but Shiba Inu, a bunch of that stuff, that hasn't done amazing, and You know, I think like one of the themes is that there just are not that many great digital assets of quality yet.

And, you know, one of the things we want to maybe look forward to in 2026 is how do we get better quality assets that can do well? Because I've been like...

Um, it's clear that there is liquidity out there and, um, It's just needing maybe like some kind of more fundamental aspect than our coins have had.

Yeah, I saw some tweet that said, if you held silver for the past week, you've outperformed holding ETH for like the past four years or something.

Yeah, like what's it going to take? Why hasn't people bought Bitcoin yet? Isn't it digital gold?

Yeah, Jordi, I mean, just to double click on that, it's interesting, right? Like gold, I mean, Bitcoin shouldn't need more of a fundamental reason if gold is doing so well, right? I completely understand the alt complex of why that's been lagging.

But Bitcoin, that was, you know, supposed to be the one thing that's our digital gold that thrives in times like this.

And I don't know, I'm kind of starting to wonder if the alts are actually holding Bitcoin down.


I mean, it is kind of bullish that we are having some of the huge whales sell their tokens.

You always want the average price and the distribution to be wider and the average price to be higher.

And when this happens, even though it's very annoying to wait months and months for this to flush out, it is very bullish for that next leg because ultimately people are always going to sell if they're up 1,000x and you want people to reset the clock and I always knew that was going to be part of any process hire.

It's a healthy process hire to go through this, but it is frustrating given that the real gold is doing well and we got Peter Schiff running laps around.

The other thing, of course, is the quantum... background which started being talked about and i think um you know we said it before like it's kind of good that those conversations are happening now and and um you know get getting some preparation going because there is like a good deaf community that can start thinking about this problem and and and addressing it and it's better that they're doing this instead of you know spending their time on uh inscriptions and you know all those like random things that we had going on on bitcoin

are you worried about quantum shorty or do you just think it's just fud and price is down so people are finding reasons

i'm worried about people being worried right like that's kind of my job it's like what are people going to be thinking about and um I think it's going to probably break into the consciousness of the public a little bit more as we kind of go into the next few years.

You know, I have to balance that with the fact that Bitcoin does seem very undervalued compared to these other assets.

And I think Dim was saying before that there's just so much being traded now at these levels that it's still unlikely that we kind of break down, you know, into the 70s given how much has already been absorbed here.
Yeah, I think it's definitely noteworthy that in terms of point of control, in terms of volume being traded since all-time highs, this is the level 87.5 where most volume has been traded.
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