The Milk Road Show

John Gillen sat down with Ben Werkman (CIO of Strive) to break down what's really happening behind the recent selloff. They get into why Bitcoin treasury companies are being stress-tested for the first time, why preferred shares have traded below par, how Strive is managing risk differently, and why they're still accumulating Bitcoin despite the bear market. When everyone's questioning...

In today’s episode, we break down the hidden battle unfolding between governments, regulators, and digital assets, and why it could become Ethereum’s biggest long-term tailwind. As Europe’s MiCA regulations take effect, thousands of crypto companies could be forced to leave the EU, while governments race to control capital, stablecoins, and the future of onchain finance. ~~~~~ 🎯We called Micron (...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Everyone talks about tokenizing real-world assets. Few understand how big this could actually get. We sat down with Ivo Grigorov (co-founder of Real Finance) to explore why the future of crypto isn't just Bitcoin or stablecoins. It's rebuil...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Is Michael Saylor's latest move becoming Bitcoin's biggest risk? As Bitcoin slips below key support levels, our analysts break down what's really driving the selloff, why AI stocks keep attracting capital, and whether this correction is...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ In this episode, Matt Hougan and Ryan Rasmussen from Bitwise break down one of the biggest debates in crypto right now. Three leading research firms have three completely different views on Bitcoin’s next move, with forecasts ranging from a fresh low...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ In this episode, we sit down with CryptoQuant Head of Research Julio Moreno to break down the on-chain data behind Bitcoin’s recent price action. Julio explains why Bitcoin is entering a historical value zone, why demand is still contracting, and why...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Is crypto setting up for the opportunity of the cycle? While most investors are waiting for the perfect bottom, John Gillen argues that the biggest opportunities are often found when sentiment is at its worst. In this episode, we break down why crypto...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ In this episode, futurist and early Bitcoin investor Armando Pantoja joins the Milk Road Show to explain why he believes Bitcoin belongs alongside AI, quantum computing, and robotics as one of the most important technologies of the future. We dive into...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Strategy’s STRC product has fallen below $100, Bitcoin is stuck around $64K, and crypto investors are debating whether this is a massive opportunity or the start of a much bigger problem. In this week’s Milk Road Pro analyst meeting, we break down what’s...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ In this episode, Hassan Basiri, Head of Trading Strategy at FalconX, breaks down why institutional investors are becoming increasingly interested in Ethereum and Hyperliquid while Bitcoin remains stuck under the shadow of Michael Saylor and Strategy. We d...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ In today's episode, we break down why Bitcoin might be flashing a textbook "double bottom" chart pattern, why crossing the brutal 50% "supply in loss" boundary historically signals absolute cycle capitulation, and how tracking tradi...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ John Gillen breaks down the three major bullish signals that just hit the market at the same time: the surprisingly strong SpaceX IPO, easing geopolitical tensions in the Middle East, and growing expectations for a more dovish Fed. Three catalysts. ~~~~~ ⁠...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ In this episode, we sit down with Christopher Kuiper, VP of Research at Fidelity Digital Assets, to evaluate Bitcoin’s investment case in 2026. We discuss Fidelity’s latest “Getting Off Zero” research, why institutional investors still struggle to allocate t...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ John and Martin break down why capital flowing into SpaceX might be creating overlooked opportunities in Bitcoin, Ethereum, and the broader crypto market. They also get into whether Bitcoin has finally found a bottom, why Galaxy Digital could be one of the mo...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Hyperliquid has emerged as one of the biggest winners in crypto while Bitcoin, Ethereum, and much of the market struggle to find direction. But is $HYPE just the hottest trade of 2026? Or is it actually building the future of finance? We sat down with Eliezer...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Crypto sentiment has collapsed. Bitcoin is under pressure. Capital is flooding into AI. And a lot of investors are wondering if the crypto bull market is already over. Matt Hougan (Bitwise CIO) joined us to explain why he thinks crypto is actually one of the bi...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Sam Callahan (Director of Strategy & Research at Orange BTC) joined the show to break down the 5 biggest Bitcoin bear cases dominating the market right now. And explain why many investors might be thinking about Bitcoin completely wrong. Five bear cases. One...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Carl Vogel, joined the Milk Road Show to break down why Solana's future might depend on something way bigger than memecoins, DeFi, or NFTs. The tokenization of trillions of dollars in real-world assets. That's the thesis. And if it plays out, the memecoin...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ In today’s episode, we break down what's really driving the latest crypto selloff, whether Bitcoin has found a bottom, and why capital might be rotating out of crypto and into AI at an unprecedented pace. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Bloomberg ETF analyst James Seyffart joined us to break down what's really happening beneath the surface of the crypto market. Headlines are screaming about Bitcoin's decline and nearly $4 billion in ETF outflows. But the data tells a much more nuanced sto...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Jamie Coutts argues that the next generation of crypto winners might not be Bitcoin at all. Most investors are glued to price action. Jamie explains why growth, onchain activity, AI adoption, and real-world utility are becoming the most important factors in crypto...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ We break down why the unstoppable momentum of the AI trade is overwhelming global energy shocks, how the impending $2 trillion wave of tech IPOs will reshape capital markets, and why a divided Federal Reserve is preparing for a high-stakes battle over interest rates...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Eric Jackson, founder of EMJ Capital, explains how his proprietary AI models explicitly front-run global macro liquidity shifts, and why crypto data structures can provide vastly superior predictive market tells over traditional stocks. We dive deep into his unhin...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ Matt Hougan and Ryan Rasmussen from Bitwise broke down why they think Hyperliquid ($HYPE) could STILL be massively undervalued. Even though it's already become one of crypto's biggest winners this cycle. We get into the rise of "Gen 2" crypto toke...

🧠 Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ For the first time, Bitcoin holders might finally have a scalable, transparent way to earn yield on their BTC without giving up exposure to the asset itself. We sat down with John Zettler from Kraken to break down Kraken's new Bitcoin yield product, how Bitcoin-...