Bitcoin Valuation Framework: Liquidity, Risk Appetite, Adoption

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.

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🎤 Our Head of Research Kyle Reidhead is speaking at Zebu Live (Oct 21–22).Want in? Use code MILK for 20% off tickets.

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📚 Helpful Resources 📚

🥛 Year-end targets: BTC, ETH, SOL 🔮

https://link.milkroad.com/yearend-targets-pod-10/03

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🎙 GUEST INFO 🎙

Kevin Kelly: https://x.com/Kevin_Kelly_II

Jesse Eckel: https://x.com/Jesseeckel

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.