The Milk Road Show

In today’s episode, we sit down with David Duong (Global Head of Institutional Research at Coinbase) to break down one of the biggest shifts happening in crypto… and why most investors haven’t caught on yet. From new SEC + CFTC regulatory clarity to BlackRock’s latest move into ETH, the foundation for the next phase of crypto is quietly being built. Meanwhile, institutions are increasing allocatio...

In this episode, we sit down with Jamie Leverton (CEO of Reserve One) to break down one of the biggest shifts happening in crypto right now, the move away from predictable boom-and-bust cycles toward long-term structural growth. For years, investors have relied on the idea that Bitcoin moves in cycles driven by halvings. But with over 20 million BTC already in circulation and institutions entering...

In this episode, we break down one of the biggest moves in DeFi history: a $1 billion deployment into real-world assets (RWAs) through OBEX and the Sky ecosystem. This isn’t a theory anymore, this is capital actively flowing into mortgages, energy infrastructure, AI compute, and institutional credit… all onchain. ~~~~~ 🥛 Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit...

In today’s episode, Bitwise CIO Matt Hougan and Ryan Rasmussen break down why Bitcoin is barely reacting to war, oil shocks, and macro chaos, and what that tells us about where the market is headed next. There’s one key date coming up that could flip everything: April 15 (U.S. tax day). If they’re right, crypto could stay weak until then… before making a major move higher. ~~~~~ ⁠⁠⁠⁠🧠 See exactly...

In today’s episode of The Milk Road Show, we break down one of the most chaotic macro environments in years, from gold’s historic crash to rising bond yields, geopolitical tensions, and what it all means for crypto investors right now. Gold just saw its biggest sell-off in over four decades, wiping out trillions in value. At the same time, global uncertainty is surging, oil markets are under press...

Martin, our top crypto analyst, just cut half of his portfolio, not because the market crashed, but because the signals he tracks started turning.  In today’s Milk Road Show, we dive into the exact reasoning behind this decision and what it says about the current state of the crypto market. From rising oil prices and geopolitical tensions to weakening leading indicators, the macro environment is s...

In today’s episode, we sit down with Christopher Perkins (President at CoinFund) to break down the massive disconnect between geopolitics and market behavior and why crypto might be stronger than most investors realize. We dive into the oil shock risk, the impact of global conflict on liquidity, and why Bitcoin, stablecoins, and tokenization could benefit from a rapidly shifting world order. ~~~~~...

In today’s episode of The Milk Road Show, we sit down with John Haar (Swan Private) to break down the return of the “Big Print” cycle and why the next wave of liquidity could send Bitcoin into its next parabolic move. We dive into the real macro forces driving markets right now: rising debt, government spending, AI-driven disruption, and why another financial shock may be closer than most people t...

In this episode, Pantera Capital’s Mason Nystrom breaks down the 4 biggest crypto trends shaping the next cycle, from the rise of stablecoins to the convergence of AI and crypto, and why smart money is positioning now, not later. We also dive into the real story behind Solana vs Ethereum, why both ecosystems can win, and how the market is shifting from hype to real fundamentals like usage, revenue...

Is Bitcoin the only crypto asset that truly matters? In this episode of the Milk Road Show, we sit down with Charles Menke from Wolf Financial to unpack one of the most controversial debates in crypto today: Bitcoin vs Ethereum. Charles started mining Ethereum back in 2017, but during the last cycle, he made a radical move: he sold all his ETH and went all-in on Bitcoin. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡ Wealth...

In today’s episode of The Milk Road Show, we sit down with Julio Moreno (Head of Research at CryptoQuant) to break down the latest Bitcoin onchain data and what it reveals about the current state of the crypto market. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠🌑 Privacy isn’t optional anymore, b...

Is $1 million Bitcoin actually realistic? Or is it just another crypto fantasy? In this episode of the Milk Road Show, Bitwise CIO Matt Hougan explains why the path to $1M BTC may be far more realistic than most investors think. Instead of assuming Bitcoin needs to replace gold, Hougan breaks down the math showing that Bitcoin could reach $1 million simply by capturing a portion of the rapidly exp...

Crypto ETFs are changing the way institutions access Bitcoin and the broader crypto market. In this episode, we sit down with Bloomberg ETF analyst James Seyffart to break down how crypto ETFs work, who is actually buying them, and why they could unlock massive new capital flows into the digital asset space. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one...

In this episode of The Milk Road Show, we sit down with Max Gokhman, Deputy CIO at Franklin Templeton Investment Solutions, to break down why Bitcoin and digital assets may actually benefit during times of global conflict. As capital moves across borders and traditional markets react to geopolitical shocks, crypto may be emerging as a new financial escape valve. ~~~~~ ⁠⁠⁠⁠⁠⁠⚡ Wealth is evolving,...

In this episode, we sit down with Kash Dhanda, CEO of Jupiter, one of the largest DeFi platforms in the Solana ecosystem, to break down what’s really happening in crypto right now. Despite a brutal bear market and global macro uncertainty, crypto fundamentals may be stronger than ever. Solana is processing billions of transactions, stablecoin activity is booming, and DeFi platforms are generating...

In this episode, we sit down with Sam Callahan, Director of Strategy at Orange BTC, to break down why the current macro environment may be the perfect backdrop for Bitcoin’s long-term thesis. Sam explains his viral idea that “fiat steals your time”, and why Bitcoin could be the first monetary system designed to preserve the value of human labor. ~~~~~ ⁠⁠⁠⁠⚡ Wealth is evolving, use Nexo to earn, b...

In this episode of the Milk Road Show, LG sits down with Nic Roberts-Huntley, CEO of Blueprint Financial, to unpack what’s actually going on beneath the surface of the crypto market. While headlines focus on price swings and macro uncertainty, billions of dollars are flowing into crypto infrastructure, DeFi platforms, and institutional trading systems. ~~~~~ ⁠⁠⁠⚡ Wealth is evolving, use Nexo to e...

In this episode of The Milk Road Show, we break down why crypto, stablecoins, and blockchain payments may become the financial infrastructure powering the AI economy. Joining us today is Tom Schmidt, General Partner at Dragonfly, one of the most respected venture capital firms in crypto. Tom shares how top investors are thinking about the intersection of AI and crypto, why stablecoins could become...

In today’s episode of The Milk Road Show, Arthur Hayes breaks down a bold macro thesis: historically, when geopolitical tensions rise and oil prices spike, the Federal Reserve responds with liquidity. If the U.S.–Iran conflict drags on, government borrowing could surge, and the Fed may be forced to step in with rate cuts or quantitative easing. ~~~~~ ⁠⚡ Wealth is evolving, use Nexo to earn, borro...

In today’s episode of The Milk Road Show, we sit down with Peter Smith, Founder & CEO of Blockchain.com, to break down the current crypto market, the Clarity Act update, AI’s impact on digital assets, and whether Bitcoin is setting up for its most painful move yet. Peter argues there’s roughly a 65% probability that the yearly low is already in, but warns that the next move could shock the maj...

In this episode of The Milk Road Show, Coinbase’s Head of Institutional Research, David Duong, explains the  forces controlling Bitcoin’s price right now, from options market “gamma” levels to institutional positioning, liquidity conditions, and macro headwinds. Why do rallies keep failing? Why doesn’t bullish news move the market? And what could trigger the next explosive move up or down? ~~~~~ ⁠...

In this episode of The Milk Road Show, Matt Hougan and Ryan Rasmussen break down why institutions are turning bullish, how stablecoins are reshaping global finance, and why the current bear market could be setting up the next major crypto rally. Despite negative sentiment, outflows, and fears around AI disruption and regulation, adoption continues to accelerate. From BlackRock’s push into tokeniza...

In today’s episode of The Milk Road Show, Ran Neuner (Founder of Crypto Banter) joins us to break down the biggest narrative shift in crypto right now, why Bitcoin may have lost its store-of-value story, what that means for the market, and whether this is just a temporary setback… or something much bigger. We dive into the growing decoupling between Bitcoin and gold, why institutions may be hesita...

In this episode of The Milk Road Show, John Gillen joins us to unpack the viral “2028 AI crisis” narrative shaking markets and explain why the long-term impact of artificial intelligence could be massively bullish for crypto, especially Ethereum. While fear spreads about job loss, software disruption, and economic upheaval, the fundamentals tell a different story. We explore how AI agents, autonom...

In today’s episode of The Milk Road Show, we sit down with Austin Reid, one of the largest crypto prime brokerages in the world, to unpack what’s really happening behind the scenes as Wall Street quietly builds exposure to Bitcoin and digital assets. While retail investors panic, global banks, asset managers, and hedge funds are setting up the infrastructure to deploy capital into crypto through E...