The Milk Road Show

Crypto Looks Broken… But This Bull Market Isn’t Over w/ Kyle Reidhead

Nov 17, 2025
Guest
Kyle Reidhead
Kyle Reidhead, co-owner of Milk Road and a crypto/AI strategist, dives into why the crypto market feels stagnant despite bullish indicators. He explains that macro factors remain supportive, while inflation fears may be exaggerated. AI's impact on liquidity flows is reshaping the market, and he argues that the true challenge for crypto is its structural issues, not its price. With potential catalysts on the horizon, Kyle emphasizes the need for institutional adoption and suggests strategic portfolio positioning to navigate the landscape.
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ANECDOTE

From $3 To $94K: Perspective Check

  • Kyle recalls seeing Bitcoin at $3 and compares that to today's $94k to emphasize perspective.
  • He uses that history to temper panic and highlight long-term gains from staying invested.
INSIGHT

Macro Vs Crypto Adoption Explains Stagnation

  • Kyle separates market drivers into macro backdrop and crypto-specific adoption to explain price stagnation.
  • He argues current confusion stems from missing macro data and competing signals like AI and the four-year cycle.
INSIGHT

Inflation Fears Overstated By Data

  • Kyle thinks macro isn't as dire as many fear because key CPI components like oil and shelter are down.
  • He sees a 50-50 chance of a December rate cut and doubts runaway inflation is likely.
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