The Milk Road Show

In today’s episode, we sit down with Andrew Forson, President of DeFi Technologies, to uncover how billions in institutional capital are flowing into crypto through products most retail investors don’t even know exist. From AI-powered portfolios and yield-bearing crypto indexes to ETFs and ETPs trading across Europe, Andrew breaks down how the next phase of adoption is being built, not by traders,...

In this episode, Jesse Eckel returns to unpack what could be ahead for markets in Q4 2025, and why this cycle might look different from anything we’ve seen before. We dig into the macro setup, the potential for September rate cuts, and how liquidity, regulation, and market psychology could shape the next few months. Jesse also shares how he’s approaching allocation, exits, and what he’s watching m...

In this episode, we sit down with Matt Luongo, a Bitcoin OG and founder of Thesis and Mezo, to explore a radically different approach: how to unlock the value of your BTC without ever selling a single satoshi. Matt breaks down the next evolution of Bitcoin utility, borrowing, yield, and Bitcoin-backed stablecoins, and why the future of finance might look a lot more like hodling + yield than buy hi...

In this episode, we’re joined by the legendary Julio Moreno, Head of Research at CryptoQuant, who breaks down why Bitcoin’s current “pause” phase could be the calm before a Q4 storm. We get into onchain data, ETF flows, whale behavior, and why Ethereum may have already had its moment. If you’re wondering whether altseason is around the corner or already behind us… ~~~~~ 🌐 KGeN’s VeriFi: Grow your...

In this episode, we sit down with Jason Urban, Head of Global Trading at Galaxy Digital, to unpack why institutions are flooding into crypto, what that means for price, and how it could reshape the market for good. From $1B Solana digital treasuries to the tokenization of every financial asset on Earth, Jason lays out a vision that’s both massive in scope… and already underway. ~~~~~ 🌐 KGeN’s Ver...

Brian Rudick, CSO at Upexi, joins the show to break down why institutions are stacking SOL, and why they might know something you don’t. We get into the mechanics of Solana-based treasury companies, premium multiples, staking yields, locked token discounts, and the capital flywheel that’s reshaping crypto investing. ~~~~~ 💻 Stop leaving yourself vulnerable to data breaches and get a 14-day free t...

In today’s episode, Wall Street veteran and crypto M&A expert Elliot Chun lays out a bold thesis: the Crypto Core, a group of emerging, publicly traded crypto-native companies, could outperform the Magnificent Seven over the next 10 years. ~~~~~ 💻 Stop leaving yourself vulnerable to data breaches and get a 14-day free trial : ⁠https://aura.com/milkroad⁠ 🏦 Unlock 9% APY on your cash, lend lik...

In today’s episode, Coinbase’s Head of Research, David Duong, returns to break down what’s actually going on under the hood of this market. From the Fed’s next move to institutional ETH flows, Duong shares the key signals he’s tracking, and why everything may hinge on September. ~~~~~ 💻 Stop leaving yourself vulnerable to data breaches and get a 14-day free trial : https://aura.com/milkroad 🏦 Un...

In this episode, we explore why tokenized stocks could be the next trillion-dollar wave, and possibly an even bigger breakthrough than stablecoins. Jay sits down with Ian De Bode, Chief Strategy Officer at Ondo Finance, to uncover the explosive potential behind putting traditional equities like $AAPL and $TSLA onchain. From liquidity challenges and global investor access to DeFi-native trading of...

In this episode, The Tie CEO Joshua Frank joins us to break down why this market rally feels more like the 7th inning than the first. We’re talking dry powder piles, the DAT (Digital Asset Treasury) explosion, and whether Ethereum’s fundamentals are falling apart while price action screams higher. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: ⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Ne...

In today’s episode, we sit down with Eric Jackson, founder of EMJ Capital and the mastermind behind some of the most legendary 100x trades in tech and crypto. Eric shares how he uses AI-powered strategies to spot asymmetric investment opportunities before the crowd, and breaks down 5 of his highest-conviction bets right now, including Ethereum, DeFi Technologies, and Open. ~~~~~ 💰 Borrow funds, k...

In today’s episode, we get into the heart of Bitcoin’s bull run with Charles Edwards, founder of Capriole Investments, the guy whose charts institutions are watching. From MicroStrategy’s high-stakes Bitcoin playbook to 150+ digital asset treasury companies now buying BTC daily, this episode breaks down the macro forces driving Bitcoin to potentially new all-time highs. ~~~~~ 💰 Borrow funds, keep...

In this episode, we’re joined by crypto educator and investor Adam Stokes, who drops one of the most explosive takes on the 2025 bull cycle we’ve heard yet. From Bitcoin to $250K to why stablecoins are now backing the dollar, Adam breaks down the macro forces, altcoin winners, and institutional shifts that are rewriting the crypto playbook. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo...

Today, we unpack why ETH ETFs nearly matched BTC inflows in July and why digital asset treasuries (DATs) are hoovering up Ethereum like it’s a Costco free sample day. Is this a real supply squeeze or just another hype cycle with better math? Avichal Garg (Electric Capital) joins to break down the MicroStrategy playbook, the premium-to-NAV trap, and how $7T parked in money markets + potential Fed c...

In this episode, we sit down with Mike Belshe, CEO of BitGo, to reveal why this new law could be the biggest catalyst for crypto since Bitcoin ETFs… and the worst news banks have had in a century. Will stablecoins kill traditional banking? Could 4% on-chain interest spark a global run on deposits? And how might this law make the U.S. dollar the last fiat currency standing? ~~~~~ 💰 Borrow funds, k...

In this episode, we sit down with Jesse Pollak, the creator of Base and a core leader at Coinbase, to break down why Coinbase is going way beyond just being an exchange. From launching the Base App to powering the future of social media, stablecoins, creator coins, and global payments, Coinbase might just be building the next financial and social super app. ~~~~~ 💰 Borrow funds, keep your crypto....

In today’s episode, we flip the script and interview our own host, John Gillen, a former BlackRock investor turned crypto macro expert, to reveal the exact framework he uses to navigate markets, inflation, and crypto cycles. We break down why debt is the new money, how to spot where we are in the economic cycle, and where the smart money is moving. ~~~~~ 💰 Borrow funds, keep your crypto. All on t...

In today’s episode of The Milk Road Show, we’re joined by the one and only Virtual Bacon, angel investor, developer, and crypto educator, to unpack what’s really happening in this cycle. We dive into why altcoins are still stuck in the mud, the one signal he’s watching before going all-in, and which underrated tokens he’s quietly accumulating before the market wakes up. ~~~~~ 💰 Borrow funds, keep...

In this episode, we sit down with Michael Howell, the godfather of global liquidity, to decode the real risks lurking behind today’s markets. Forget the noise about rate cuts or inflation targets; the real story is about monetary inflation, fiscal dominance, and a looming $40 trillion debt rollover that could flip the financial system upside down. ~~~~~ 💰 Borrow funds, keep your crypto. All on th...

In today’s episode, Ash Pampati, Head of Ecosystem at Aptos Foundation, joins us to break down why this pullback is not the end… but possibly the beginning of something huge. We dive into why we’re still mid-cycle, why the SEC’s “Project Crypto” might be a bigger deal than the ETF approvals, and why the real builders are just getting started. If you’re feeling shaky about your bags, this is your s...

Can blockchain revolutionize a $1.6 trillion market—and no one’s talking about it? In this episode, Jay sits down with Nick Santomauro, CMO at Figure Markets and former Global Growth Director at Binance, to unpack how tokenized private credit could quietly reshape the financial system. Nick explains how Figure has already put over $12 billion worth of home equity loans on-chain, and why that could...

The Fed held rates, but the real story is the growing divide inside the boardroom. Douglas Boneparth joins us to break down the macro drama, what it means for markets, and why discipline is beating alpha in 2025. We also dig into the White House’s crypto report, the SEC’s new ETF rules, and how long-term investors can actually win in this market. 🎧 What you’ll learn in this episode: - Why two Fed...

The Fed just did nothing — again. No rate cut. But markets went haywire anyway. What’s going on? Is Jerome Powell bluffing? Are gold bugs in denial? And why are traders like Tony Greer suddenly eyeing Bitcoin over precious metals? In today’s episode of Milk Road Macro, we break down everything from the July FOMC meeting to the unseen forces driving the dollar, equities, crypto, and commodities. Le...

Is Ethereum about to break its all-time high? In this episode, Jay sits down with Jake Brukhman, CoinFund CEO to break down why the Ethereum supercycle is just getting started. They dive into ETH price predictions, institutional adoption, L2 scaling, and why the smart money is rotating back into ETH. 💡 What you’ll learn in this episode: 👉 Why Jake Brukhman thinks BTC could hit $475K by the end o...

In this episode of Milk Road Macro, we dive into the Fed’s next big move — and why most of the Board of Governors are flying blind on the biggest tech shift in a generation. Former Soros family office macro chief PDS joins to unpack how Trump’s trade and immigration policies are clouding the Fed’s view, why AI could be a major deflationary force, and how ignoring it may lead to policy missteps. We...