Milk Road Crypto

00:36:39

Bitcoin to $100K: Why This Bull Market Is Just...

Milk Road Crypto ·

2026/10/05

In this episode, LG and John break down why Bitcoin continues to show surprising strength, why the expected drop toward $75K failed to materialize, and whether crypto could be entering a “lockout rally” where investors waiting for the perfect entry get left behind. They also examine whether the traditional four-year Bitcoin cycle is breaking down - and whether Bitcoin’s previous $126K all-time high marked the end of a cycle or simply a major mid-cycle correction.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠🚨Want to see what

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00:41:32

Bitwise x Base: How Crypto Could 2,000x Sooner Than...

Milk Road Crypto ·

2026/10/02

In this episode, Matt Hougan and Base Head of Growth Antonio García Martínez break down the rise of tokenized stocks, why traditional financial assets are moving onto crypto rails, and what this could mean for investors. We explore how tokenized equities could transform the stock market by enabling 24/7 trading, near-instant settlement, onchain lending, borrowing, and yield opportunities. We also discuss Base’s early success with tokenized stocks, the growth of onchain trading volume, and why assets

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00:48:35

Geoffrey Kendrick: These 4 Altcoins Could Explode as...

Milk Road Crypto ·

2026/10/01

In this episode, Geoffrey explains why he believes tokenization is now “100% locked in,” why traditional finance is moving onchain, and how that shift could create massive opportunities across decentralized exchanges, lending, asset management, and Layer 2 infrastructure. We break down his highest-conviction altcoin picks - Uniswap (UNI), Aave (AAVE), Morpho (MORPHO), and Arbitrum (ARB) - and the logic behind some of Standard Chartered’s most aggressive long-term crypto price targets.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠

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00:39:35

What Does the $100M Galaxy x Sky Deal Mean for the...

Milk Road Crypto ·

2026/09/30

In this episode of Milk Road Crypto, John Gillen sits down with Max Bareiss, Head of Lending at Galaxy, and Greg Feibus, Global Head of Capital Markets at Sky Frontier Foundation, to break down what the Galaxy-Sky partnership means for institutional DeFi. They explain why Galaxy is using sUSDS for treasury management, how yield-bearing assets could become institutional collateral, and why Sky wants sUSDS to function as an “onchain Treasury bill” for crypto markets.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🚨Want to see what

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00:40:56

How Aztec Network Could Make Ethereum Privacy's...

Milk Road Crypto ·

2026/09/29

In this episode of Milk Road Crypto, John Gillen sits down with Joe Andrews, co-founder and CEO of Aztec Labs, to break down the return of ZK.money, Aztec’s privacy-focused Ethereum Layer 2, and why programmable privacy could become one of the most important pieces of crypto infrastructure. Today, using Ethereum can expose your wallet balance, transaction history, counterparties, and financial activity to anyone. Aztec is betting that zero-knowledge proofs can change that, bringing private payments,

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00:39:57

Bitcoin’s Dip, Ethereum’s Breakout Setup & Altcoins...

Milk Road Crypto ·

2026/09/28

Bitcoin is pulling back after reclaiming a key long-term technical level - so is this just a healthy dip, or are the bears about to take control again? In today’s episode, John and LG break down the latest Bitcoin price action, why the recent weekly close still matters, and what would invalidate the bullish setup. They also dig into the growing macro risks facing markets, including rising bond yields, liquidity pressures, and why crypto may still be showing relative strength despite a shakier

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00:30:58

The Altcoins Best Positioned to Win This Bull Market

Milk Road Crypto ·

2026/09/25

In this episode of Milk Road Crypto, Greg explains why crypto is entering a new “dispersion regime” where fundamentals, token design, revenue, unlocks, and value accrual increasingly determine which assets outperform, and which ones could keep falling even in a bull market. We break down how TAG Capital approaches crypto as a long/short fund, why shorting weak tokens helped drive performance during the bear market, and what Greg looks for when deciding whether a token is fundamentally

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00:39:19

The Perps Market Could Grow 100X - Here’s How Lighter...

Milk Road Crypto ·

2026/09/24

In this episode of Milk Road Crypto, John Gillen sits down with Trevor King, Head of Investor Relations and Growth at Lighter, to break down how the zero-fee, ZK-powered perpetual exchange plans to compete as crypto derivatives move toward mainstream and institutional adoption. Trevor explains why Lighter believes the total addressable market for perps could grow dramatically as U.S. regulation opens the door to traditional financial institutions, brokers, and fintech platforms. He also breaks down

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00:39:17

From Bitcoin to Hyperliquid: Crypto’s Next Phase Is...

Milk Road Crypto ·

2026/09/23

In this episode, John sits down with Eliezer Ndinga, Head of Research at 21Shares, to break down the changing crypto market, Bitcoin’s evolving role as a global macro asset, and why Hyperliquid could become one of the most important financial platforms in the industry. Eliezer explains why he believes Hyperliquid has the potential to become the second-largest crypto asset after Bitcoin, how 24/7 markets could reshape global price discovery, and why liquidity may give Hyperliquid a powerful advantage

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00:32:54

When AI Agents Control Billions in Crypto, Where Will...

Milk Road Crypto ·

2026/09/22

In this episode of Milk Road Crypto, John Gillen sits down with Louis Regis, founder and CEO of Proper, an onchain prop trading firm built on Hyperliquid, to explore how AI agents, automated trading, perpetual futures, prediction markets, and decentralized infrastructure could reshape the future of crypto markets. Louis explains why roughly one-third of Proper’s users are already agents or algorithmic traders, why bots may have an advantage when it comes to risk management, and why prop trading

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00:37:35

Bitcoin at $86K: The Crypto Bull Market Is BACK

Milk Road Crypto ·

2026/09/21

In this episode, LG Doucet and John Gillen break down why Bitcoin’s latest breakout could represent a major shift in market structure, why the failure of the CLARITY Act may have actually removed one of crypto’s biggest overhangs, and why sidelined capital could now start moving aggressively back into digital assets. They also explore what comes next for Bitcoin, Ethereum, and altcoins as risk appetite returns. John explains why tokens with real users, revenue, and direct value accrual, including

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00:33:36

Less Than 1% Is Onchain: Crypto's Biggest Opportunity...

Milk Road Crypto ·

2026/09/18

In this episode, Karl explains why Optimism is betting on a future with potentially millions of chains, where financial institutions, exchanges, fintech companies, and major businesses operate their own customized Layer 2 networks. We break down why companies like Coinbase and Kraken are using the OP Stack, how institutional crypto adoption could accelerate, and what this new model could mean for Ethereum.~~~~~⁠⁠ 🚨Want to see what John’s actually buying?⁠⁠⁠⁠He just deployed a big chunk of his

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00:49:48

Ethereum's Next Upgrade Could be The Most Bullish One...

Milk Road Crypto ·

2026/09/17

Ethereum may already be becoming the settlement layer for tokenized finance. But before it can truly power global financial markets, one major problem still needs to be solved: speed. In this episode of Milk Road Crypto, we sit down with the team from ETH Labs to break down the push for a faster Ethereum, including Quick Slots, faster finality, L1-to-L2 interoperability, account abstraction, and what these upgrades could mean for ETH.~~~~~⁠ 🚨Want to see what John’s actually buying?⁠⁠He just

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00:31:05

The CLARITY Act Failed - What Happens to Crypto Now?

Milk Road Crypto ·

2026/09/16

In this episode of Milk Road Crypto, John Gillen sits down with Ashley Ebersole to break down what the setback means for crypto investors, builders, tokenization, and the future of digital asset regulation in the United States. Ashley explains why the failure of the CLARITY Act may be more of a speed bump than an endpoint, how the SEC and CFTC could move forward without new legislation, and why regulatory rulemaking still matters even if it lacks the permanence of a law passed by Congress.~~~~~

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00:57:43

Raoul Pal: This Is the Setup Investors Wait Decades For

Milk Road Crypto ·

2026/09/15

Raoul Pal joins Milk Road Crypto to explain why he believes crypto investors are being handed a rare opportunity: the chance to own the infrastructure that could power the emerging AI and machine economy. In this episode, Raoul breaks down his latest macro and crypto outlook, including why global liquidity, not individual Fed decisions, remains the key force driving Bitcoin, Ethereum, Solana and the broader crypto market. He explains why AI investment is currently absorbing enormous amounts of

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00:47:23

Dan Tapiero: Crypto Is Entering a Much Bigger Bull...

Milk Road Crypto ·

2026/09/14

Dan Tapiero, founder and CEO of 50T Funds, joins the show to explain why he believes the crypto market has already bottomed, and why the next phase of the digital asset bull market could be much bigger than investors expect. Dan breaks down the macro signals he believes marked the bottom for Bitcoin and Ethereum, including changes in the U.S. dollar, Treasury markets, gold, liquidity, and interest rates. He also explains why crypto prices can be in a bear market while the broader digital asset

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00:36:02

Wall Street Could Be the Catalyst DeFi Is Waiting For

Milk Road Crypto ·

2026/09/11

In this episode of Milk Road Crypto, John Gillen sits down with Wyatt Khosrowshahi, investor at Castle Island Ventures, to break down the next phase of decentralized finance, tokenization, real-world assets, stablecoins, and the changing crypto investment landscape. Wyatt explains why DeFi may no longer have an infrastructure problem; it has an asset-quality problem. As more high-quality assets move onchain, from tokenized Treasuries and private credit to real estate and other yield-bearing

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00:44:47

Bitwise: Tokenization Could Be the Biggest Crypto...

Milk Road Crypto ·

2026/09/10

Tokenization could become one of the biggest investment themes in crypto, and Bitwise believes the opportunity is only beginning. In this episode of Milk Road Crypto, Bitwise Head of Research Ryan Rasmussen and Research Analyst Ish Asad break down why tokenized assets, DeFi, stablecoins, and onchain finance could drive the next major phase of crypto adoption. We discuss why Bitwise believes Bitcoin may have already bottomed, why $100K BTC by year-end could be conservative, and why improving

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00:34:12

Jordi Visser: The Biggest Bull Market Ever Will Come...

Milk Road Crypto ·

2026/09/09

Jordi Visser joins Milk Road Crypto to explain why his conviction in crypto has surged, and why he believes the setup for Bitcoin, Ethereum, Solana, and tokenized assets could be one of the strongest in years. Jordi breaks down the technical signal that changed his outlook on Bitcoin, why he believes crypto could grow into a $50–100 trillion asset class within five years, and how hundreds of trillions of dollars in traditional assets could eventually move onchain through

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00:40:21

“We’re at the End of the Beginning” - Tokenization Is...

Milk Road Crypto ·

2026/09/08

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 traditional assets are moving onto public blockchains.~~~~~⁠⁠⁠⁠⁠⁠⁠⁠🚨 John just bought 3 alts for the

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