The Milk Road Show

Is Crypto No Longer the Trade & How AI Flipped the Script Forever w/ Kyle Reidhead

12 snips
Nov 4, 2025
In a world where crypto takes a backseat, AI steps into the spotlight as the main driver of investment narratives. Discover why altcoins are deemed uninvestable and the importance of focusing on major assets instead. Miners pivot their operations to support the AI boom, highlighting a new synergy. Kyle analyzes the potential for Bitcoin and stablecoins amid AI spending, and why low rates might signal a thrilling shift for crypto investors. Get ready to embrace a broader investment strategy that includes AI and infrastructure!
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INSIGHT

Most Alt Tokens Are Uninvestable Today

  • Many large altcoins lack institutional demand because tokens often don't represent clear, reportable assets.
  • Kyle Reidhead says institutions won't buy these tokens at scale until market-structure and reporting rules exist.
ANECDOTE

Crypto 2021 Echoed Dot‑Com Mania

  • Kyle compares crypto's 2021 mania to the dot-com bubble where most companies failed and a few majors dominated.
  • He notes long recoveries for winners and permanent losses for most others, urging focus on majors.
ADVICE

Don’t Tokenize Until Market Structure Exists

  • Avoid launching tokens without clear product and market-structure because good entrepreneurs prefer IPOs or acquisitions.
  • Kyle Reidhead warns tokens often hand equity to users who will sell, making token launches unattractive today.
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