Intro

Is a MAJOR Liquidity Cycle Coming to Crypto? Today on The Milk Road Show, we've got crypto OG Lark Davis explaining what's happening with global and crypto liquidity and how it could impact YOUR portfolio.

Here's what you'll learn:

• Why macro liquidity is the puppet master of the crypto markets.
• The surprising data on stablecoins.
• How to position your portfolio to ride the potential liquidity wave.

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⏱ TIME POINTS ⏱

00:00 - Intro

00:52 - What are the key indicators to look at on a regular basis?

02:50 - What's the current state of macro liquidity?

06:49 - What impacts has the liquidity supply?

09:35 - What is impacting liquidity in crypto?

17:53 - What is the downside?

19:45 - How should people position their portfolio?

21:53 - ETH ETF delayed?

22:20 - Pudgy Penguins

22:46 - Circle & MiCA