Milk Road Crypto

00:41:01

Crypto’s Next Big Rotation Is Already Underway

Milk Road Crypto ·

2026/09/07

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 alts for the upcoming bull market, and he’s already up 35% from the bottom.⁠⁠⁠⁠⁠⁠⁠⁠Catch his next call inside

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00:37:01

The Crypto Bull Market May Be Starting Earlier Than...

Milk Road Crypto ·

2026/09/04

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, and he’s already up 35% from the bottom.⁠⁠⁠⁠⁠⁠Catch his next call inside Milk Road PRO for just $1

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00:34:22

Nexo’s Big U.S. Comeback: Why Crypto Lending Is...

Milk Road Crypto ·

2026/09/03

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 selling them, how Nexo manages risk during periods of extreme market volatility, and why the company is

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00:36:34

First ICOs, Then ETFs… This Could Be Crypto’s Next...

Milk Road Crypto ·

2026/09/02

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 merge with DeFi, and why putting assets onchain could unlock entirely new financial products rather than

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00:39:29

Bitcoin at $79K: Bottom Confirmed or One More Crash...

Milk Road Crypto ·

2026/09/01

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 straight to $100K. He explains why Bitcoin could retrace toward $70K, or even the $60Ks, before the next

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00:44:49

How Aerodrome Plans to Win the Race to Tokenize...

Milk Road Crypto ·

2026/08/31

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 bringing global financial markets onchain.~~~~~⁠⁠🎯We called Micron (217%), Bloom (130%), Hyperliquid

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00:37:24

Wall Street Is Moving Onchain Faster Than Most...

Milk Road Crypto ·

2026/08/28

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 Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see what we’re

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00:38:18

Tom Lee: The Next 5 Years of Crypto Will Be About...

Milk Road Crypto ·

2026/08/27

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 larger move rather than another temporary bounce. He also reveals why Bitmine has accumulated more than

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00:27:10

Bitwise Just Launched the Next Generation of Onchain...

Milk Road Crypto ·

2026/08/26

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 portfolios combine Bitwise’s investment strategies, Coinbase’s tokenized stocks infrastructure, and Glider’s

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00:33:29

Bitcoin Could Explode 50% in a Day If This Happens

Milk Road Crypto ·

2026/08/25

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 Investments, to break down Bitcoin’s latest rally, the return of institutional buying, ETF demand, critical BTC

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00:42:24

Ethereum Could Be the Biggest Winner of the Next...

Milk Road Crypto ·

2026/08/24

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 Ethereum’s decade-long trend against BTC could signal, and why tokenization, stablecoins, institutional

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00:36:05

The Setup for a Massive Q4 Bitcoin Rally Is Here

Milk Road Crypto ·

2026/08/21

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 David Duong to break down the Bitcoin breakout, the macro setup for Q4, and why he believes the Bitcoin

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00:41:58

Is Ethereum About to Outperform Everything?

Milk Road Crypto ·

2026/08/20

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 improving. With Wall Street accelerating its move onchain, tokenized assets growing, and Ethereum refocusing

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00:37:55

Bitcoin Just Pumped… But Is the Bear Market Really Over?

Milk Road Crypto ·

2026/08/19

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 his Bitcoin DCA strategy as prices fall, and why the four-year Bitcoin cycle still plays a major role in

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00:42:06

Everyone Is Waiting for the Bitcoin Bottom… What If...

Milk Road Crypto ·

2026/08/18

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 several onchain indicators are flashing levels of capitulation and investor pain associated with previous

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00:35:50

Wall Street Is Locked and Loaded on Crypto… It’s Not...

Milk Road Crypto ·

2026/08/18

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 fundamentals could be setting up a major opportunity.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯We called Micron (217%),

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00:32:33

Figure May Have Found Crypto’s Killer Use Case

Milk Road Crypto ·

2026/08/14

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 financial marketplace built on blockchain infrastructure.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯We called Micron

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00:40:16

Matt Hougan: Crypto Is Down 50%… Wall Street Is ALL-IN

Milk Road Crypto ·

2026/08/13

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 apathy,” what Bitcoin’s resistance to bad news could be telling investors, and whether waiting for a

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00:26:17

Solana Usage Is Exploding... When Will SOL Follow?

Milk Road Crypto ·

2026/08/12

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 across the Solana ecosystem, why network fundamentals and SOL price action may be disconnected, and how Jito

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00:39:09

Bitcoin Miners Just Found a Way to 10x Their Business

Milk Road Crypto ·

2026/08/11

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 double down on some of his highest-conviction positions.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠🎯We called Micron (217%),

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