The Milk Road Show Is the Bull Market Almost Over? w/ Joshua Frank
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Aug 18, 2025 Joshua Frank, Co-founder and CEO of The Tie, dives into the current bullish trends in crypto, likening them to the 'seventh inning' of a baseball game. He discusses the rapid rise of Digital Asset Treasuries and highlights the risks tied to them. Frank offers insights on Ethereum's fluctuating fundamentals and market dynamics. He emphasizes the importance of informed investment strategies and navigating the evolving landscape, including the interplay of traditional finance and crypto innovations.
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DATs Power The Rally And Create Systemic Risk
- Digital asset treasuries (DATs) are the primary driver of the current rally, levering up to buy tokens and pushing prices higher.
- This creates systemic risk because liquidations of leveraged DATs could trigger market-wide ripples.
Mainstream Hype Feels Late-Cycle
- Market narratives and mainstream buzz are late-cycle signals; broad public participation often marks advanced stages.
- Joshua Frank argues the current environment feels closer to the seventh inning, not the first.
Plan Your Exit Before Euphoria Hits
- Develop an exit strategy now and avoid relying on catching the absolute top of the market.
- Take profits incrementally and de-risk when you start telling yourself "what if it doubles again."