What Will the Next Wave of Investors Buy in Crypto? w/ Milk Road PRO
The Milk Road Show
Intro
This chapter examines the FAT app thesis, focusing on potential value accumulation within crypto at both the blockchain and app layers. It also offers investment strategies and highlights promising sectors for the upcoming year, along with an invitation to join a new Telegram group for community support.
The Milk Road PRO team is back to deliver alpha. We cover the impact of $LIBRA on Solana and memecoins and why fundamentals are having a moment. We also get into the fat protocol versus fat application thesis. Where will value accrue the most?
~~~~~
📱 Join The Milk Road Show Telegram:
https://t.me/TheMilkRoadShow
🥛 Get smarter about crypto with our daily newsletter:
💸 Get your pain-free crypto portfolio GUIDE for 2025:
https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
💎 Get our expert token ratings with the Milk Road PRO token center:
https://out.milkroad.com/Token-Center-Pod
~~~~~
💼 Want to put your brand in front of the 300k of the coolest crypto people in the industry? Apply to Sponsor Milk Road:
https://out.milkroad.com/advertise
~~~~~
💳 Get up to 8% back with Crypto.com Visa card:
https://out.milkroad.com/Cryptocom2025Podcast
~~~~~
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter:https://link.milkroad.com/X
👉 Apple Podcasts:https://link.milkroad.com/apple-podcast
~~~~~
📚 Helpful Resources 📚
🥛 PRO | Do fundamentals matter in crypto? 📊
https://themilkroad.beehiiv.com/p/do-fundamentals-matter-in-crypto
~~~~~
📺 Recommended Watching 📺
ByBit Hack Insights + Are You Over Allocated to L1s? w/ Avichal, Co-Founder of Electric-Capital
~~~~~
🎙 GUEST INFO 🎙
Kyle:https://x.com/KyleReidhead
Martin:https://x.com/m0xt_
Adrian:https://x.com/0xadriandefi
~~~~~
⏱ TIME POINTS ⏱
00:00 - Intro
02:15 - Is it the end of memecoins?
10:47 - Do fundamentals actually matter in crypto?
23:38 - The Fat App vs Fat Protocol thesis
37:50 - Crypto.com
38:32 - Are you overexposed to L1s?
46:10 - Update on AI models?
54:25 - Will crypto AI bounce back?
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. 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.
The AI-powered Podcast Player
