The Milk Road Show The Institutional Playbook for Crypto in 2026 (Retail Is Late Again) w/ Zac Prince
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Jan 6, 2026 In a captivating discussion, Zac Prince, former CEO of BlockFi and now head of Galaxy One, shares insights into the evolving landscape of crypto. He explains the surprising underperformance of Bitcoin in 2025 despite favorable conditions. Zac emphasizes the importance of ETFs and stablecoins in shaping the market and reveals how institutional players are quietly building infrastructure while retail investors remain distracted. He predicts an all-time high for Bitcoin by 2026, paired with a rise in stablecoin adoption and innovation in tokenized assets.
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Bitcoin As Store-Value + Venture Bet
- Bitcoin functions as both a store of value and a venture-capital-like bet according to Zac Prince.
- He recommends long-term allocations rather than short-term market timing for crypto exposure.
Bearish Sentiment Can Signal Rips
- Market sentiment can be a contrarian indicator when it becomes extremely bearish on social channels.
- Zac notes bearish Twitter sentiment has historically preceded strong upside moves in crypto.
Set A Bitcoin Allocation
- Everyone managing liquid investments should consider having a Bitcoin allocation.
- Zac advises setting an allocation and using a 'set-and-forget' approach rather than timing the market.