The Milk Road Show

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...

In this episode of Milk Road Crypto, John Gillen sits down with Katie Talati, Head of Research at Arca, to break down the biggest rotations happening across the crypto market, from the explosion of activity on Robinhood Chain to the battle between Uniswap and Aerodrome, Zcash’s massive privacy-driven rally, and the growing wave of token buybacks across DeFi. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠ 🚨 John just bought 3 alt...

Bitcoin is breaking higher, crypto sentiment has rapidly flipped from fear to greed, altcoins are waking up, and capital is flowing back into DeFi. In this episode, we break down the signals suggesting the crypto market may have already turned, and why waiting for perfect confirmation could mean missing some of the biggest moves. ~~~~~ ⁠⁠⁠⁠⁠⁠🚨 John just bought 3 alts for the upcoming bull market,...

In this episode of Milk Road Crypto, John Gillen sits down with Neil Steinhardt, COO of Nexo US, to break down why crypto-backed lending is growing again, how Nexo survived the brutal 2022 crypto downturn, and why regulatory clarity could unlock a new wave of institutional capital. Neil explains why more crypto investors are choosing to borrow against their Bitcoin and digital assets instead of se...

What brings the next major wave of capital into crypto? After ICOs, stablecoins, and Bitcoin ETFs opened the door to institutional adoption, OKX Global Chief Commercial Officer Lennix Lai believes tokenization and AI agents could help drive the next evolution of the crypto market. In this episode, Lennix breaks down how tokenized stocks, real-world assets, and traditional finance are beginning to...

Bitcoin has rallied back to $79,000, but is the bear market actually over, or is one final Bitcoin crash still coming? In this episode of Milk Road Crypto, John Gillen sits down with Michael Terpin to break down where Bitcoin sits in its market cycle and what could happen next. Michael now sees an 80% chance that Bitcoin’s June/July low marked the bottom. But that doesn’t mean BTC is heading strai...

Tokenized stocks are officially arriving onchain, and Aerodrome wants to become the liquidity layer powering the next generation of financial markets. In this episode, we sit down with Alex Cutler, CEO and co-founder of Dromos Labs, the team behind Aerodrome, to break down Coinbase’s launch of tokenized stocks on Base and why he believes this could mark the beginning of a much bigger shift toward...

In this episode of Milk Road Crypto, John Gillen sits down with Jess Houlgrave, CEO of WalletConnect, to unpack what the data reveals about the massive shift happening onchain. WalletConnect connects roughly 700 wallets with around 80,000 applications and processed more than $207 billion in volume during the first half of 2026 alone. The biggest growth story? Institutions. ~~~~~ ⁠🎯We called Micro...

In this episode of Milk Road Crypto, Fundstrat’s Tom Lee breaks down why he believes Ethereum is still “vastly, vastly undervalued”, and why the next five years of crypto could be defined by ETH, tokenization, AI agents, and Wall Street moving financial assets onchain. After Ethereum’s explosive rally and massive crypto short squeeze, Tom explains why he believes this could be the start of a much...

Bitwise just launched Automated Token Portfolios (ATPs), a new way to access professionally designed investment strategies directly from a crypto wallet. Could this be the next evolution of asset management after ETFs? Ryan Rasmussen, Head of Research at Bitwise, joins Milk Road Crypto to break down the launch of ATPs, created in partnership with Coinbase and Glider. Ryan explains how these portfo...

Bitcoin just experienced the biggest short squeeze in crypto history, wiping out billions in short positions and sending BTC sharply higher. But is this the start of the next Bitcoin bull run, or does the market still need one major catalyst before it can break to new all-time highs? In this episode of the Milk Road Crypto, John Gillen sits down with Charles Edwards, founder of Capriole Investment...

Bitcoin surged toward $80K as billions in short positions were liquidated, spot demand returned, and the market began questioning whether the crypto bottom is already behind us. But while Bitcoin is grabbing the headlines, Ethereum may be setting up for an even more important shift. In today’s episode, LG and John explore why ETH could be positioned to outperform Bitcoin, what the breakout from Et...

Bitcoin is finally showing signs of life after months of sideways price action. BTC has broken above $72,000, Ethereum is surging, and billions of dollars in short positions have been squeezed. But is this the beginning of a new crypto bull market or just another rally that will fade? In this episode of the Milk Road Show, John Gillen sits down with former Coinbase Head of Institutional Research D...

In this episode of Milk Road Crypto, Lucas joins John Gillen to break down the recent Bitcoin and crypto rally, whether the bear market is finally ending, and why his outlook on Ethereum has changed dramatically. Lucas explains why Ethereum today reminds him of Solana after the FTX collapse: sentiment is washed out, investors have capitulated, but the fundamentals underneath the network are improv...

In this episode of Milk Road Crypto, John Gillen sits down with Rob from Digital Asset News to break down the latest Bitcoin rally, whether BTC has already found its cycle bottom, and why Rob believes there could still be more pain ahead before the next major crypto bull market. Rob explains why Bitcoin’s 200-week moving average has historically been an important accumulation zone, how he adjusts...

Bitcoin has been stuck around $64K for weeks, volatility has collapsed to historically low levels, and investors are still waiting for the next major move. But what if the Bitcoin bottom is already behind us? In this episode of the Milk Road Show, John Gillen sits down with Bitcoin onchain analyst Matt Crosby to break down what the latest Bitcoin data is actually telling us. Matt explains why seve...

Crypto prices may still feel stuck, but behind the scenes, Wall Street’s commitment to digital assets is only getting stronger. In today’s episode of the Milk Road Show, LG Doucet and John Gillen break down why major financial institutions are continuing to deploy capital, resources, and attention into crypto despite the bear market, and why the disconnect between weak price action and improving f...

Figure Markets just delivered a massive Q2 earnings report, and the numbers suggest Wall Street may still be misunderstanding the company. In this episode of The Milk Road Show, John Gillen sits down with Milk Road analyst Martin to break down the bull case for Figure Markets, why its revenue and profits are growing so quickly, and how Figure is evolving from a specialty lender into a scalable fin...

Is the Bitcoin bottom already in, or does crypto have another leg lower before the next bull run? In this episode of the Milk Road Show, Bitwise CIO Matt Hougan joins John Gillen to explain why Bitcoin’s unusually quiet price action could actually be a bullish signal, and why institutional crypto adoption continues to accelerate despite the bear market. Matt breaks down why “bear markets die in ap...

Solana network activity is surging, onchain trading continues to grow, and major infrastructure players are building for the next generation of crypto markets. So why hasn’t the price of SOL reflected that growth? In this episode of The Milk Road Show, John Gillen sits down with Rebecca Rettig, Chief Legal Officer and Chief Operating Officer at Jito Labs, to break down what’s really happening acro...

In this episode of The Milk Road Show, we sit down with Matthew Sigel, Head of Digital Assets Research at VanEck, to break down why Bitcoin miners are increasingly becoming AI infrastructure and data center plays. Matthew explains why AI compute can generate significantly more value from electricity than Bitcoin mining, how VanEck values these companies, and why the recent selloff pushed him to do...

Is Bitcoin quietly building the foundation for its next bull market? In today’s episode of the Milk Road Show, we break down where Bitcoin sits in the current market cycle, why price action has been unusually quiet, and what could trigger the next major move. Is this just another bear market rally, or is Bitcoin forming a long-term bottom while most investors remain on the sidelines? ~~~~~ ⁠⁠⁠⁠⁠⁠⁠...

In this episode of the Milk Road Show, we sit down with Lincoln Murr, AI Product Lead at Coinbase, to explore why the intersection of artificial intelligence and blockchain could become the next major catalyst for the crypto industry. We dive into Coinbase’s vision for agentic finance, where AI agents can trade, manage portfolios, make payments, and interact with onchain applications autonomously....

In this episode of the Milk Road Show, we sit down with the co-founders of Ethereum Institutional to discuss why Ethereum is making one of its biggest strategic shifts yet. Instead of waiting for institutions to come to crypto, Ethereum is building a dedicated organization to bring Wall Street onchain. ~~~~~ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (...

Is the Bitcoin bottom finally in? If so, which altcoins have the best chance of leading the next crypto bull market? In this episode, John Gillen sits down with Austin Arnold (Altcoin Daily) to break down exactly how he’s positioning his portfolio for the next cycle. They discuss Bitcoin’s bottoming process, the biggest crypto narratives to watch, and why only a handful of altcoins are likely to o...