Steady Lads Are There Reasons To Be Optimistic? w/ Dim Selk
13 snips
Dec 19, 2025 
Dim Selk from Selini Capital joins the conversation, bringing insights on cryptocurrency markets. They dive into why Bitcoin isn’t living up to its 'digital gold' reputation. The panel discusses which altcoins are still viable investments and offers strategies to tackle market volatility. Selk also highlights institutional interest in Bitcoin and the potential for tokenized equities. They wrap up with hilarity around meme culture and how to stay healthy during market downturns. A mix of serious analysis and lighthearted banter!
AI Snips
Chapters
Transcript
Episode notes
Shorting Alts Preserved Capital
- Taiki and Justin framed recent market drops as a cleansing that exposes weak holders and broken narratives.
- Shorting alts against Bitcoin preserved capital and created asymmetric upside for re-entry into stronger assets.
Bitcoin Lagged Gold, Revealing Structural Risks
- Bitcoin's failure to track gold this year shook confidence and highlighted that big holders still dominate flows.
- Jordi and others see dark-money dynamics and momentum dependence as reasons Bitcoin can lag other safe havens.
Utility Trumps Community Valuation
- The prevailing thesis: crypto value now needs to tie to real-world use rather than purely crypto-native communities.
- Projects that fail to demonstrate external utility risk losing token value despite strong tech.