The Milk Road Show

In this episode of the Milk Road Show, Quigley delivers a blunt assessment of where crypto stands today: no clear pattern, no reliable upside, and a market that has quietly entered randomness. Bitcoin didn’t collapse… but it also didn’t deliver the upside that historically justified its risk. And once patterns break, investors lose their edge.

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🌐 ⁠⁠⁠⁠Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work.⁠⁠⁠⁠

📊 ⁠⁠⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠⁠⁠

🌍 ⁠⁠⁠⁠Stablecoins just got an upgra...

Bitcoin was supposed to melt faces in Q4… so why did the rally die on the launchpad? Today, Jamie Coutts returns on the Milk Road Show to break down the real forces that killed the Q4 breakout, and why the setup for 2026 might be the most explosive since 2020.

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🌐 ⁠⁠⁠Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work.⁠⁠⁠

📊 ⁠⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠⁠

🌍 ⁠⁠⁠Stablecoins just got an upgrade, Bridge makes them instant, global, and dead s...

The crypto market has been a mess of fake-outs, liquidations, policy shocks, and “is this the top?” anxiety, but according to Jesse Eckel, all that pain wasn’t pointless. It was the final act of the tightening cycle… and the setup for something much bigger.

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🌐 ⁠⁠Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work.⁠⁠

📊 ⁠⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠⁠

🌍 ⁠⁠Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for busi...

Ethereum has critics calling it “overvalued”… but what if everyone is looking at the wrong metric? In this episode, Dragonfly’s Haseeb Qureshi breaks down the viral debate that took over Crypto Twitter, and explains why Ethereum today looks a lot more like Amazon in its early years than most investors realize.

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🌐 ⁠Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work.⁠

📊 ⁠Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.⁠

🌍 ⁠Stablecoins just got an upgrade, Bridge mak...

In today’s Milk Road episode, we sit down with CMT Digital’s Aryan Sheikhalian to uncover the one risk for Ethereum almost nobody in the industry wants to talk about… and why it could define the future of onchain finance.

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🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work.

📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.

🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for business...

Circle isn’t just building USDC. They’re assembling the full operating system for global money, and in today’s episode of The Milk Road Show, Circle CTO Nikhil Chandhok reveals the blueprint behind it.

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🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work:

⁠⁠⁠⁠https://out.milkroad.com/Chainlink2025Podcast⁠⁠⁠⁠

📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs:

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Crypto’s in hard mode, and Zeneca is here to explain why that’s not the death of the market… but the beginning of a smarter one. In today’s episode, we dive deep into why the “easy money” era is officially over, what’s changed beneath the surface of this cycle, and the three big opportunities Zeneca believes still have massive upside even in a tougher, more competitive market.

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Bitcoin feels like it’s been stuck all year… but Bitwise says that’s the wrong chart to watch.In today’s episode, Matt Hougan and Ryan Rasmussen reveal what’s happening beneath the surface and why this sideways chop is hiding the strongest structural setup Bitcoin has ever had.

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🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work:

⁠⁠https://out.milkroad.com/Cha...

In today's episode, we sit down with Sid Powell, CEO of Maple Finance, to dig into the forces shaping crypto right now: the yen carry unwinding, liquidity shocks, the October flash crash, stablecoin expansion, and what 2026 actually looks like once the dust settles.

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🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work:

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📊 Di...

In today’s episode, Matt breaks down the exact charts, onchain signals, macro shifts, and psychological levels that forced him to hit the brakes, and the game plan he recommends for surviving this downtrend.

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🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work:

https://out.milkroad.com/Chainlink2025Podcast

📊 Discover crypto’s onchain S&P 500, check out Reserve’s DT...

In today’s episode, Ready CEO Itamar Lesuisse joins us to reveal how self-custody, stablecoins, and onchain payments are quietly turning wallets into full-blown neobanks… and why traditional banks aren’t ready for what’s coming next.

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📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs...

In this episode, Arthur breaks down the reason Bitcoin crashed, why the bottom is already in, and how a massive liquidity wave could send crypto vertical into 2026. Forget the ETF headlines and the fear-and-greed memes, Arthur explains what’s actually driving the market, and why most traders are still looking in the wrong direction.

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🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for busine...

Crypto sentiment has been in the gutter… but what if the market is completely misreading what’s actually happening? In this episode, Avichal Garg and Jesse Eckel break down why the next 18 months may be one of the most structurally bullish setups crypto has ever had, even as everyone else is calling for a bear market.

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Bitcoin just bounced… but is this the real bottom forming, or the exact kind of pump designed to sucker everyone back in before another leg down? Today, Fefe, one of the only creators who publicly called the top in October, breaks down why he still believes every bounce could be exit liquidity, why market-structure has already confirmed a deeper correction, and what signals he’s watching to spot the real reversal.

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The crypto market just survived a three-standard-deviation crash… and according to Coinbase’s Head of Institutional Research, the most important liquidity signal in crypto is about to flip bullish. In today’s episode, David Duong breaks down why Bitcoin fell off a cliff, why December could mark a major turning point, and the macro forces that almost everyone is mispricing.

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🌍 Stablecoins just got an upgrade, Bridge makes...

In today’s episode, Johann Kerbrat reveals the strategy behind their rapid expansion, their Bitstamp acquisition, their new Ethereum L2, and why they believe tokenised assets will reshape global finance.

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In today’s episode of The Milk Road Show, we dig into the reasons the market is dropping, why institutions are loading up, and why this crash might actually set the stage for one of the strongest long-term bull cases in years.

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Duration: 00:44:25

Today, we sit down with SharpLink CEO Joe Shalom, one of the sharpest institutional minds in the space, to break down why tokenized assets, ETH restaking, institutional accumulation, and the rise of Digital Asset Treasuries could send Ethereum into a full-blown parabolic phase.

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In this episode of The Milk Road Show, Michael reveals the exact signals that made him flip bearish, why Bitcoin may retest the 60–70K “fair value zone,” and what conditions would finally make him bullish again. If you want to understand whether we’re entering a new bear market or just cleaning out leverage, this is the episode you can’t skip.

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In this episode, Kyle cuts through the fear with actual logic: macro is still supportive, inflation fears are mostly nonsense, AI is reshaping liquidity flows, and crypto’s biggest problem right now isn’t price, it’s structure.

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In today’s episode, we’re joined by Delphi Digital’s Jason and Ceteris, two of the most trusted analysts in crypto, to unpack what really caused the $30 billion wipeout, why the market’s still bleeding, and where the next bottom might be hiding. October 10th wasn’t just a bad day. It may have kicked off a full-on regime change in the crypto market.

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...

Bitcoin’s next major rally might not come from retail FOMO, ETFs, or even the halving, but from Wall Street credit markets built directly on top of Bitcoin. In today’s episode, Strategy CEO Phong Le breaks down how his company raised $20B+ in 2025, invented an entirely new class of Bitcoin‑backed securities, and why products like Stretch, Stride, and Strike could become the hidden engine behind Bitcoin’s next explosive move.

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In today’s episode, trader and educator Koroush AK joins us to deliver a reality check: the days of “everything goes up” might be gone forever. With over 11 million tokens now flooding the market, the classic altcoin cycle playbook no longer works, and Koroush breaks down what’s replacing it.

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What if crypto’s brutal UX wasn’t a flaw but a feature… for machines? In this episode, Bitcoin OG Erik Voorhees joins us to reveal why crypto wasn’t built for people; it was built for AI. From launching ShapeShift to building Venice AI, Voorhees has seen every major cycle. But today, he lays out a thesis few are talking about: that AI will adopt crypto faster than humans ever could, and privacy isn’t just a human right, it’s a machine necessity.

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In this episode, we sit down with Matt Crosby from Bitcoin Magazine Pro, one of the sharpest data-driven analysts in the game, to unpack whether this bull market is just catching its breath or already topping out. Matt gets into onchain signals, volatility compression, ETF flows, and why the current cycle looks nothing like 2017 or 2021.

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In this episode, Cosmo Jiang (General Partner at Pantera Capital) breaks down exactly how Solana could grow into a multi-trillion-dollar asset, and why institutions are betting big while retail investors check out. We get into the rise of DATs, how Pantera’s Solana Company is outperforming top validators, and the secret playbook for growing Solana-per-share faster than simply holding spot.

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In today’s episode, we sit down with John Wang, Head of Crypto at Kalshi, the fastest-growing regulated prediction market on the planet. With $4.5B in volume last month alone, Kalshi is turning heads, and turning “bets” into legitimate financial instruments.

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In this episode of The Milk Road Show, we sit down with the Bitwise Boyz (Matt Hougan & Ryan Rasmussen) and Jesse Eckel to unpack the biggest “misread” in crypto right now, and why what looks like chop… might actually be the final setup before liftoff. We’re talking silent IPOs, OG capitulation, ETF inflows, TGA liquidity, and how the real bull run may not be about the four-year cycle at all.

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Crypto isn’t the narrative driver anymore; it’s the infrastructure layer powering the real exponential stories: AI, energy, and robotics. From why altcoins are cooked, to how AI spending is fueling Bitcoin’s next run, Kyle explains why investors need to stop waiting for altseason and start thinking bigger. We’re not saying crypto is over. We’re saying the way you invest in it has to change, fast.

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In this episode, Scott Melker joins the show to break down why BTC has barely moved despite billions in selling pressure, why altcoins are still getting obliterated, and why the real bull market might already be happening, just not where crypto investors are looking.

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...

Peter Schiff is back, and he’s not pulling punches. The legendary gold bull and long‑time Bitcoin skeptic joins the Milk Road Show to explain why he believes gold is the only real money left standing and why Bitcoin is just “digital nothing.”

~~~~~

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<...

Quantitative tightening is done. Rate cuts are coming. Liquidity is shifting, and Andy says this is the moment Bitcoin breaks out, altcoins rotate, and AI crypto goes vertical. But don’t get too comfortable… because 2026 might wreck the unprepared. In this episode, we dive into the real impact of the Fed’s pivot, why Bitcoin may hit new all-time highs before year-end, and how to play both the hype and the fundamentals before institutions flood in.

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🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple for busin...

In today’s episode, we’re joined by Izzy and Kean from Lido to break down how institutions are finally stepping into ETH staking and how Lido’s partnership with VanEck is creating the first 100% staked ETH ETF. But that’s just the start…

~~~~~

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Everyone’s watching Solana for memes, speed, and hype, but that’s not what will make it explode. In this episode, Kash Dhanda, CEO of Jupiter, reveals how DeFi is becoming Solana’s real growth engine, powering lending, stablecoins, prediction markets, and onchain credit that could make Solana the most valuable L1 in crypto.

~~~~~

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Rate cuts, QT ending, CPI cooling, and Trump possibly cutting a deal with Xi, all while Bitcoin and Ethereum flip bullish on the charts. Is this the new bull regime? Lark Davis joins the show to break down why this macro environment mirrors 2020… and why it could send BTC to $160K faster than most think.

~~~~~

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In today’s episode, Milk Road PRO researcher Martin Toman joins the show to explain why he’s completely unshaken by Q4 volatility, what he sees coming next, and why he’s betting big on Galaxy Digital and the next wave of adoption.

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🥛 Get smarter about crypto with our daily newsletter:

⁠...

Why is gold pumping while Bitcoin stays flat, even though ETFs are buying more Bitcoin than miners can produce? In today’s episode, Bitwise CIO Matt Hougan and Head of Research Ryan Rasmussen join us to explain why Bitcoin is following gold’s exact path.

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In this episode, we break down the 2025 State of Crypto report from a16z, one of the most comprehensive annual reviews of the crypto industry. Jay is joined by Darren and Robert from a16z Crypto to walk through the most important findings in the report, and to explore what they reveal about the evolving infrastructure, use cases, and investment opportunities across the crypto ecosystem.

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Is this the beginning of the end for ETFs? In this episode, we sit down with Matt Zhang, founder of Hivemind Capital, to unpack the rise of DATs, which might completely rewrite the rules for crypto exposure, institutional adoption, and long-term token value.

~~~~~

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🧠 The Milk Road Portfolio just got smarter. All Access members, dive in. Everyone else… upgrade time

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🥛 Get smarter about cr...

Bitcoin just went through one of the largest liquidation events in history, with over $20 billion wiped out in a single day. But here’s the twist: the price barely flinched. Was that the final dip before Bitcoin rips to new all‑time highs? Or is the market setting a trap before one more flush? In today’s episode, Julio Moreno, Head of Research at CryptoQuant, joins the Milk Road Show to break down what’s really happening under the hood. We dive into onchain data, institutional accumulation, and the macro setup that could define the rest of 2025.

Is Ethereum just another smart contract platform, or is it becoming the foundation of the next global financial system? In this must-watch episode, we sit down with Vivek Raman and Danny Ryan, co-founders of Etherealize (and Ethereum insiders), to explore the once-in-a-decade setup forming around ETH.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

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~~~~~

🚨 Go PRO or PRO All Access (20% OFF) by this Saturday, and if ETH doesn’t break its ATH by y...

In this episode, we sit down with David Duong, Head of Institutional Research at Coinbase, to break down the results of Coinbase’s Q4 Crypto Survey and uncover what the smartest money in crypto is thinking right now. From Ethereum’s path to a new all-time high, to the rise of prediction markets and the debasement trade gaining steam, this conversation is packed with institutional-grade alpha.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

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Is this the beginning of the biggest crypto bull run ever?Arthur Hayes, legendary BitMEX co-founder and CIO of Maelstrom, joins the show to break down why he believes we’re heading into a multi-year, liquidity-fueled supercycle unlike anything we’ve seen before.He explains what really caused last week’s wipeout, why most traders still don’t understand leverage risk, and how global central banks are restarting the money printer.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

🏦 Unl...

In this episode, Benjamin Cowen joins the show to break down exactly why most altcoins are still bleeding, what must happen before altseason can even begin, and why Ethereum hitting $5K is the single most important signal nobody’s talking about. We’re getting into the data, dominance, and danger of assuming altseason is guaranteed.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

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In this episode, we break down what triggered the liquidation cascade, why Ethereum held strong, and the major catalysts that could send it to new all-time highs sooner than anyone expects. Institutions are buying. DATs are stacking. Upgrades are coming. But is the market ready?

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets:

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~~~~~

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🎤 Our Hea...

Is Solana gearing up for a massive breakout? According to Bitwise CIO Matt Hougan and Head of Research Ryan Rasmussen, Solana is sitting on a “triple catalyst” setup that could send it soaring, and institutions are already circling. In this episode of the Milk Road Show, we break down how Solana is becoming the institutional favorite, why ETF flows are accelerating, and how stablecoins + tokenization are driving a new supercycle.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Fi...

In this episode, we sit down with David Schamis, the Wall Street veteran who’s leading an $888M bet on Hyperliquid’s token. Backed by Paradigm, Galaxy, Pantera, and D1 Capital, he’s making a bold claim: HYPE is the most undervalued asset in all of crypto right now, and it’s not even listed on Coinbase.

~~~~~

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In this episode, we sit down with Kix, one of the sharpest altcoin traders in the game, to break down why prediction markets might be the biggest asymmetric bet of Q4 2025. From PolyMarket’s upcoming token to low-cap gems flying under the radar, Kix lays out a full thesis that mirrors last year’s AI mania… only earlier.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

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Is Bitcoin about to go parabolic? Institutional investor James Lavish joins the show to break down why the debasement trade is going mainstream and why that could be the fuel for Bitcoin’s biggest bull run yet. With Wall Street giants like JPMorgan and Morgan Stanley now recommending Bitcoin, and liquidity returning to global markets, are we entering a new phase of the cycle, or standing on the edge of a blow-off top?

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Duration: 00:48:21

Is this 2025 bull market just a repeat of 2021, or something much riskier under the surface? In today’s episode, Jay Hamilton is joined by Dominic Ryder, a former TradFi wealth manager and VC-turned-crypto founder, to dissect the hidden risks no one wants to talk about. From digital asset treasuries that smell a lot like 2008, to the eerie signals of late-cycle euphoria, Dominic pulls no punches.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

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🏦 Unlock 9% APY on your cash, lend like a bank with Figur...

Is this the beginning of the parabolic move we’ve been waiting for? In this episode, Jay Hamilton is joined by Kevin Kelly (Delphi Digital) and Jesse Eckel (OpEx Ventures) to unpack why Bitcoin’s all-time high might just be the opening act, not the finale. They get into the macro forces driving markets, global liquidity signals most investors are missing, and why the real fuel for this bull market might still be loading.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠...

In this episode, we sit down with Nick Ducoff, Head of Institutional Growth at the Solana Foundation, to unpack why Wall Street is betting on Solana… and not Ethereum. Visa. PayPal. BlackRock. Franklin Templeton. Fiserv. They’re not just dipping their toes; they’re building real products on Solana. But why? Is Solana’s unified liquidity model the killer feature? Is Ethereum too fragmented and slow for finance at scale? And is the Genius Act the real spark that lit the institutional fire?

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo...

The U.S. government just hit the shutdown switch. The debt spiral is accelerating. Gold is pumping. Bonds are dying. So… why is Bitcoin still lagging? And what does that mean heading into Q4? In today’s episode, Jay sits down with macro expert and former Wall Street CFO Trajan King to unpack one of the most important setups in crypto right now.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Ma...

In this episode, Jamie Coutts, Chief Crypto Analyst at Real Vision, drops a masterclass on why the real top for Bitcoin and altcoins could come in 2026, not 2025. We dive into the macro forces, liquidity flows, and onchain data that most investors completely overlook.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets:

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~~~~~

💰 Go PRO and become a better investor with the #1 crypto research and analysis:

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🥛 G...

Q4 is here, and the market’s heating up. But while most investors are chasing memes and micro-caps, Slava Rubin is doing something completely different, and it might just crush the entire quarter. In this episode, Slava reveals the one crypto strategy he’s using to navigate Q4 2025, and it’s not what you’d expect. From avoiding token #641, to stacking asymmetric bets, to front-running the AI pre-IPO wave, this convo is packed with real insights, not recycled Twitter noise.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform: Duration: 00:35:25

In this episode, Jay Hamilton sits down with Milk Road Pro researcher Martin to break down the 6 crypto mega-trends that will dominate the next decade and what that means for your portfolio. From fintechs turning into blockchains to Bitcoin miners becoming AI infrastructure giants… this one’s not about chasing hype. It’s about spotting the biggest asymmetric bets early.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Market...

Crypto just suffered a brutal shakeout $1.6 billion in liquidations, ETH back under $4K, and Bitcoin stumbling… but is this really the top of the bull run? In this emergency episode, the full squad huddles together for a no-panic, no-BS breakdown of what’s really going on in the market. While crypto Twitter melts down and influencers scream “cycle top!”, the team takes a step back to analyze the macro picture, liquidity flows, historical cycle patterns, and the real catalysts that could still be ahead.

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💰 Borrow funds, keep your crypto. All on the N...

Stocks are flying. Gold is ripping. Even meme coins are waking up. But crypto’s king, Bitcoin, is still taking a nap. In today’s episode, Scott Melker joins us to unpack why crypto is lagging behind in a macro environment that should be rocket fuel. Is the Fed totally neutered? Has the four-year cycle broken? And are we entering a new era where AI, ETFs, and Perp DEXs reshape the game?

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠

In this episode, we sit down with William Quigley, co-founder of Tether and WAX, to unpack why he thinks the Bitcoin cycle is broken, why DATs are a terrible idea, and how smart investors should actually plan their entries and exits. Quigley has over 40 years of investing experience, and he’s not here to sugarcoat anything. If you’re blindly riding the bull market without a plan, you’re exactly who this episode is for.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠https://out.milkroad.com/Nex...

In this episode, we sit down with Avichal Garg (Co-Founder of Electric Capital) to unpack why Ethereum is entering its breakout moment, how DATs are fueling this trend, and what happens when $5 trillion of stablecoin demand hits the blockchain. From Wall Street’s quiet ETH allocation to the hidden yield machines being built in DeFi, this episode covers the flywheels, risks, and asymmetric opportunities that most crypto investors are sleeping on.

~~~~~

💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠<...

In this episode, Coinbase’s Head of Research, David Duong, returns to the show and drops some massive insight bombs. He breaks down why the macro backdrop is setting up perfectly, why institutions could front-run retail, and why most traders are completely misreading the cycle. From Fed rate cuts to DAT fatigue, from Bitcoin NAV compression to the real reason $7T in cash might soon flood into risk assets, this one’s a full-on macro + crypto masterclass.

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠⁠⁠⁠⁠⁠...

In today’s episode, macro expert Michael Nadeau joins us to break down what the first 25bps cut of 2025 really means, not just for the stock market, but for Bitcoin, ETH, altcoins, and everything in between.We’ve got bullish macro tailwinds, tight credit spreads, strong retail sales… and yet? Crypto feels stuck in the mud.Has the market already priced in the pivot, or are we just warming up for a parabolic Q4?

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Duration: 00:40:45

Is Ethereum losing its crown to Solana? Is the Base token finally dropping? And are apps like Pump.fun and Hyperliquid becoming more important than the chains they run on? In today’s episode, Blockworks’ Head of Research Ryan Connor joins Jesse Eckel and Jay Hamilton to break down the real battle happening beneath the charts, where the future of crypto is being shaped by app-level innovation, not just Layer 1s.

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🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

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🏦 Unlock 9% APY on your cash, lend like a bank with Figure Ma...

In this episode, we’re joined by Nic from CoinBureau, one of the sharpest minds in crypto, to break down the exact playbook he’s using for Q4 and beyond, including his Bitcoin price targets, altcoin rotation strategy, and why he’s still holding SUI, ETH, and SOL. We talk ETFs, Fed rate cuts, liquidity waves, Hyperliquid’s new stablecoin, and why most altcoins might get left behind this cycle.

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Mar...

In this episode, we get into how ETH is transforming into the infrastructure layer for global finance, AI agents, and verifiable trust. Joined by two crypto heavyweights, Joseph Chalom (Co-CEO of SharpLink) and Sreeram Kannan (Founder & CEO of EigenLayer), we break down how DATs are accumulating billions in ETH, how they’re restaking it for yield, and why ETH may be becoming the most important asset in the world.

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

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🏦 Unlock 9% APY on your cash, lend like a bank with Figur...

In this episode, we sit down with Alexander Cutler (Aerodrome) and Merlin Egalité (Morpho Labs) to unpack how Coinbase is plugging into DeFi rails letting millions of users borrow, lend, and trade onchain without ever touching a MetaMask wallet. Here’s the twist: Coinbase doesn’t own Morpho or Aerodrome. Yet, they’re routing billions in volume through them, buying governance tokens, and earning revenue as if they built them. This is the hidden playbook that could define the next DeFi boom.

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🌐 KGeN’s VeriFi: Grow your reach, not your ad spen...

What if we told you there’s a way to earn yield on ETH, tap public markets, and build a MicroStrategy-style ETH compounding machine, all without touching a hardware wallet? In today’s episode, we sit down with Ethereum OG Andrew Keys and SPAC expert Andrejka Bernátová to reveal the “Ether Machine”, a next-gen Digital Asset Treasury (DAT) that could change how institutions invest in ETH forever.

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🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

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🏦 Unlock 9% APY on your cash, lend like a bank with Figure Mar...

Everyone’s chasing 100x memecoins… Meanwhile, Bitcoin is co-opting the entire global financial system, and almost no one sees it coming. In this episode, we sit down with David Bailey, CEO of BTC Inc. and Nakamoto, to unpack the most misunderstood truth in crypto today: Bitcoin isn’t boring, it’s the most asymmetric bet of this generation.

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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In this episode of the Milk Road Show, we’re joined by Sandy Kaul, Head of Digital Asset Innovation at Franklin Templeton, and a TradFi heavyweight with stints at Goldman Sachs, Citibank, JP Morgan, and more. Sandy isn’t just throwing buzzwords. She’s calling it like it is: “The next 5 years will bring more change to finance than the last 50.” From tokenized equities to AI-managed wallets, Sandy breaks down why the future of finance won’t be account-based; it’ll be wallet-based. And how crypto rails are about to absorb trillions in legacy assets.

~~~~~

...

Is the legendary 4-year Bitcoin cycle still alive… or are we headed for something completely different?Today, we’re joined by Frank Corva, Bitcoin Magazine’s White House correspondent, fresh off a trip to Asia with front-row access to MetaPlanet’s explosive rise, Bitcoin Asia’s political shockwave, and the unexpected return of Japan as a BTC powerhouse.

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

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Is Galaxy Digital the biggest sleeper play in crypto and AI? Duncan thinks so, and he’s got the receipts. In this episode, we get into Duncan’s full investment thesis: why he’s faded altcoins, rotated into public market exposure, and is now massively long $GLXY, a crypto + AI hybrid stock with a power play you probably missed.

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

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🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets:

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In this episode, Bloomberg ETF analyst James Seyffart breaks down how the Ethereum ETF approval could be the Trojan Horse that unlocks a tidal wave of altcoin ETFs, think Solana, XRP, DOT, LINK, and more. But here’s the twist: are the real gains hiding in public equities and digital asset treasuries (DATS) instead of tokens?

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets:

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In this episode, we’re joined by Ryan Rasmussen, Head of Research at Bitwise, who breaks down their Bitcoin valuation model and why they think BTC could outperform every other asset class over the next decade. We’re digging into why macro factors like U.S. debt, rate cuts, and global monetary chaos could make Bitcoin the go-to asset for institutions, retail, and even governments.

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with...

In this episode, we sit down with Alvin Hsia, the co-founder of Ventuals, a new trading platform built on Hyperliquid that lets you speculate on the valuations of pre-IPO giants using crypto perp markets. This isn’t theory. It’s live on testnet. It’s racked up 16,000+ traders and $200M+ in volume in under a month. And it’s changing the rules of access forever.

~~~~~

🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠⁠⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠⁠⁠⁠⁠

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In this episode, we bring on Dan McDermott, co-founder of The Chart Guys, to break down exactly what’s happening with Bitcoin and Ethereum right now. Are we in for a blow-off top or a brutal correction? Will BTC crash below $95K, or are we on track for $150K? Is ETH still a strong long-term play, or is the narrative shifting?

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🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure M...

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, but by pension funds, asset managers, and sovereign wealth funds.

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🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠⁠https://out.milkroad.com/KGeN2025Podca...

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 most closely heading into year-end.

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🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠...

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 high, sell low.

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🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠⁠https://out.milkroad.com/KGeN2025Podcast⁠⁠

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…

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🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

⁠https://out.milkroad.com/KGeN2025Podcast⁠

🏦 Unlock 9% APY on your cash, lend l...

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.

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🌐 KGeN’s VeriFi: Grow your reach, not your ad spend:

https://out.milkroad.com/KGeN2025Podcast

🏦 Unlock 9% AP...

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.

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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.

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💻 Stop leaving yourself vulnerable to data breaches and get a 14-day free trial :

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🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets:

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🚨 We rebuilt Milk Road from the groun...

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.

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💻 Stop leaving yourself vulnerable to data breaches and get a 14-day free trial :

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🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets:

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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 U.S. stocks, we’re talking about how crypto is not just replacing money, it’s coming for Wall Street.

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💰 Borrow funds, keep your crypto. All on the Nexo platform...

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.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets:

⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/FigureMarkets2025Podcast⁠⁠⁠⁠...

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.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets...

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.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠⁠

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⁠⁠⁠⁠...

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.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠⁠⁠

🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets: Duration: 00:43:12

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 cuts could turbo-charge crypto’s next leg.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Po...

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?

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠⁠

🏦 Unlock 9% A...

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.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠

🏦 Unlock 9% APY on your cash, lend...

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.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠

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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 your crypto. All on the Nexo platform:

⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠

🏦 Unlock 9% A...

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.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

https://out.milkroad.com/Nexo2025Q3Podcast

🏦 Unlock 9% APY on your cash, lend like a bank with Figu...

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 signal to zoom out.

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💰 Borrow funds, keep your crypto. All on the Nexo platform:

https://out.milk...

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 be just the beginning. They dive into the impact of the Genius Act, the $6.6 trillion threat to traditional banks, and how retail investors can now acce...

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 governors just broke ranks (and what that means for markets)

- The surprising details of the White Hou...

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. Legendary trader Tony Greer (ex-Goldman Sachs, founder of TG Macro) joins us to explain why Trump’s pressure on rates, massive ETF inflows into Bitcoin, and gold’s fake-out rally coul...

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 of the year

👉 The real reason governments and sovereign funds are buying Bitcoin

👉 How banks and institutions are preparing to launch their own L2s...

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 break down what the FOMC is focused on (and what they’re missing), how AI is transforming the labor market in real time...