Milk Road Macro The AI x Crypto Collision Course: How This Market Intersection is About To Explode w/ Kyle Reidhead
Sep 25, 2025
Kyle Reidhead, an entrepreneur and digital-asset expert, discusses the impending financial revolution at the intersection of AI and blockchain. He highlights Bitcoin’s anticipated breakout and the potential for an AI-induced CapEx supercycle. Reidhead emphasizes the importance of the Fed's decisions, warning that cheap debt could inflate AI investments into a bubble. He offers tips on investing in AI and crypto, mentioning notable firms like Tesla and Galaxy, and explores regulatory changes that may unleash innovation in the US.
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Recorded Live From A Team Retreat
- Kyle recorded this episode while attending a company retreat in Croatia with his team.
- He praises Milk Road Macro and says the in-person setting made the conversation special.
Rate Cuts Signal A Global Risk-On Wave
- Rate cuts are largely priced in but they signal a global easing wave that weakens other currencies and supports risk assets.
- Lower rates enable debt-fueled CapEx for AI and crypto, extending the bull market into 2026 and beyond.
Be Patient; Bitcoin Usually Follows Gold And Stocks
- Expect Bitcoin to lag stocks and gold but follow within weeks when the dollar weakens.
- Stay allocated to major assets and be patient during crypto consolidation phases.