#423: Kyle Reidhead, Co-Owner of Milk Road, on The Current Crypto Market, "The Fat App" Thesis, and Coinbase Becoming a Trillion Dollar Company by 2030

Kyle Reidhead is Co-Owner & Head of Research at Milk Road, a leading crypto investing media company, and Founder of Impact3, a crypto-native marketing agency helping top protocols and brands in crypto grow.

In this conversation, we discuss:
- Current market sentiment - short-term pain for long-term gain
- The market isn’t as bad as it seems
- The USA needs to refinance their trillions of debt and they want lower interest rates
- Trump is trying to cause a fake recession
- "The Fat App" thesis
- All the L1s are lowering their prices
- Analyzing the business cycle
- Kyle’s thesis around Coinbase becoming a trillion-dollar company by 2030
- DeFI
- AI agents

Milk Road
Website: milkroad.com
X: @MilkRoadDaily
Instagram: @milkroaddaily

Kyle Reidhead
X: @KyleReidhead
LinkedIn: Kyle Reidhead

 
 
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