The Milk Road Show

In today's episode of Milk Road Crypto, we're joined by Matt Crosby, Director of Research and Analytics at Look Into Bitcoin, to break down the onchain signals, macroeconomic trends, and institutional demand that could drive Bitcoin's next major rally. Matt previously made a bullish call on Bitcoin near $64,000. Now, with BTC trading around $83,000, he explains why he believes the bear...

In today's episode of Milk Road Crypto, we explore Bitwise's bullish thesis on NEAR Protocol, the explosive potential of AI agents and decentralized finance, and why the next wave of institutional crypto adoption could reshape the entire financial industry. With Bitcoin pulling back toward $82,000, is the bull market already over, or is this just another opportunity before the next major r...

Michael Nadeau, founder of The DeFi Report, joins John Gillen to explain why he believes Bitcoin has already bottomed, why the current correction could be a healthy retest before the next major rally, and why he's almost fully invested despite growing macroeconomic uncertainty. With Bitcoin testing key support levels around $78,000-$83,000, Nadeau breaks down the onchain data, institutional ET...

In this episode, Caleb Franzen joins Milk Road Crypto to explain why he has flipped bullish on Bitcoin after correctly turning bearish when BTC lost $97K. He breaks down the technical signals that changed his outlook, including Bitcoin’s breakout above the 200-day moving average, a powerful momentum thrust, and an EMA crossover that has historically been followed by strong forward returns. ~~~~~ ⁠...

In this episode of Milk Road Crypto, John Gillen sits down with Simon Baksys, Chief Business Officer at LayerZero, to unpack the company’s much bigger vision: a new high-performance Layer 1, institutional onchain markets, a “headless” exchange called Atlas, AI-agent payments, and potentially trillions of dollars moving onchain. LayerZero already powers cross-chain infrastructure for major assets a...

In this episode, LG and John break down why Bitcoin continues to show surprising strength, why the expected drop toward $75K failed to materialize, and whether crypto could be entering a “lockout rally” where investors waiting for the perfect entry get left behind. They also examine whether the traditional four-year Bitcoin cycle is breaking down - and whether Bitcoin’s previous $126K all-time hig...

In this episode, Matt Hougan and Base Head of Growth Antonio García Martínez break down the rise of tokenized stocks, why traditional financial assets are moving onto crypto rails, and what this could mean for investors. We explore how tokenized equities could transform the stock market by enabling 24/7 trading, near-instant settlement, onchain lending, borrowing, and yield opportunities. We also...

In this episode, Geoffrey explains why he believes tokenization is now “100% locked in,” why traditional finance is moving onchain, and how that shift could create massive opportunities across decentralized exchanges, lending, asset management, and Layer 2 infrastructure. We break down his highest-conviction altcoin picks - Uniswap (UNI), Aave (AAVE), Morpho (MORPHO), and Arbitrum (ARB) - and the...

In this episode of Milk Road Crypto, John Gillen sits down with Max Bareiss, Head of Lending at Galaxy, and Greg Feibus, Global Head of Capital Markets at Sky Frontier Foundation, to break down what the Galaxy-Sky partnership means for institutional DeFi. They explain why Galaxy is using sUSDS for treasury management, how yield-bearing assets could become institutional collateral, and why Sky want...

In this episode of Milk Road Crypto, John Gillen sits down with Joe Andrews, co-founder and CEO of Aztec Labs, to break down the return of ZK.money, Aztec’s privacy-focused Ethereum Layer 2, and why programmable privacy could become one of the most important pieces of crypto infrastructure. Today, using Ethereum can expose your wallet balance, transaction history, counterparties, and financial act...

Bitcoin is pulling back after reclaiming a key long-term technical level - so is this just a healthy dip, or are the bears about to take control again? In today’s episode, John and LG break down the latest Bitcoin price action, why the recent weekly close still matters, and what would invalidate the bullish setup. They also dig into the growing macro risks facing markets, including rising bond yie...

In this episode of Milk Road Crypto, Greg explains why crypto is entering a new “dispersion regime” where fundamentals, token design, revenue, unlocks, and value accrual increasingly determine which assets outperform, and which ones could keep falling even in a bull market. We break down how TAG Capital approaches crypto as a long/short fund, why shorting weak tokens helped drive performance durin...

In this episode of Milk Road Crypto, John Gillen sits down with Trevor King, Head of Investor Relations and Growth at Lighter, to break down how the zero-fee, ZK-powered perpetual exchange plans to compete as crypto derivatives move toward mainstream and institutional adoption. Trevor explains why Lighter believes the total addressable market for perps could grow dramatically as U.S. regulation op...

In this episode, John sits down with Eliezer Ndinga, Head of Research at 21Shares, to break down the changing crypto market, Bitcoin’s evolving role as a global macro asset, and why Hyperliquid could become one of the most important financial platforms in the industry. Eliezer explains why he believes Hyperliquid has the potential to become the second-largest crypto asset after Bitcoin, how 24/7 m...

In this episode of Milk Road Crypto, John Gillen sits down with Louis Regis, founder and CEO of Proper, an onchain prop trading firm built on Hyperliquid, to explore how AI agents, automated trading, perpetual futures, prediction markets, and decentralized infrastructure could reshape the future of crypto markets. Louis explains why roughly one-third of Proper’s users are already agents or algorit...

In this episode, LG Doucet and John Gillen break down why Bitcoin’s latest breakout could represent a major shift in market structure, why the failure of the CLARITY Act may have actually removed one of crypto’s biggest overhangs, and why sidelined capital could now start moving aggressively back into digital assets. They also explore what comes next for Bitcoin, Ethereum, and altcoins as risk app...

In this episode, Karl explains why Optimism is betting on a future with potentially millions of chains, where financial institutions, exchanges, fintech companies, and major businesses operate their own customized Layer 2 networks. We break down why companies like Coinbase and Kraken are using the OP Stack, how institutional crypto adoption could accelerate, and what this new model could mean for...

Ethereum may already be becoming the settlement layer for tokenized finance. But before it can truly power global financial markets, one major problem still needs to be solved: speed. In this episode of Milk Road Crypto, we sit down with the team from ETH Labs to break down the push for a faster Ethereum, including Quick Slots, faster finality, L1-to-L2 interoperability, account abstraction, and w...

In this episode of Milk Road Crypto, John Gillen sits down with Ashley Ebersole to break down what the setback means for crypto investors, builders, tokenization, and the future of digital asset regulation in the United States. Ashley explains why the failure of the CLARITY Act may be more of a speed bump than an endpoint, how the SEC and CFTC could move forward without new legislation, and why re...

Raoul Pal joins Milk Road Crypto to explain why he believes crypto investors are being handed a rare opportunity: the chance to own the infrastructure that could power the emerging AI and machine economy. In this episode, Raoul breaks down his latest macro and crypto outlook, including why global liquidity, not individual Fed decisions, remains the key force driving Bitcoin, Ethereum, Solana and t...

Dan Tapiero, founder and CEO of 50T Funds, joins the show to explain why he believes the crypto market has already bottomed, and why the next phase of the digital asset bull market could be much bigger than investors expect. Dan breaks down the macro signals he believes marked the bottom for Bitcoin and Ethereum, including changes in the U.S. dollar, Treasury markets, gold, liquidity, and interest...

In this episode of Milk Road Crypto, John Gillen sits down with Wyatt Khosrowshahi, investor at Castle Island Ventures, to break down the next phase of decentralized finance, tokenization, real-world assets, stablecoins, and the changing crypto investment landscape. Wyatt explains why DeFi may no longer have an infrastructure problem; it has an asset-quality problem. As more high-quality assets mo...

Tokenization could become one of the biggest investment themes in crypto, and Bitwise believes the opportunity is only beginning. In this episode of Milk Road Crypto, Bitwise Head of Research Ryan Rasmussen and Research Analyst Ish Asad break down why tokenized assets, DeFi, stablecoins, and onchain finance could drive the next major phase of crypto adoption. We discuss why Bitwise believes Bitcoi...

Jordi Visser joins Milk Road Crypto to explain why his conviction in crypto has surged, and why he believes the setup for Bitcoin, Ethereum, Solana, and tokenized assets could be one of the strongest in years. Jordi breaks down the technical signal that changed his outlook on Bitcoin, why he believes crypto could grow into a $50–100 trillion asset class within five years, and how hundreds of trill...

Tokenization is moving from a crypto experiment to a potentially multi-trillion-dollar transformation of global financial markets. In this episode, Securitize co-founder and CEO Carlos Domingo joins us to explain what comes next for tokenized real-world assets (RWAs), why the industry could grow from tens of billions to trillions of dollars, and how stocks, Treasuries, private credit, and other tr...