The Milk Road Show

Ethereum’s Bitcoin 2019 Moment Is Here w/ Avichal Garg

5 snips
Sep 22, 2025
In this discussion, Avichal Garg, Co-founder of Electric Capital and a prominent crypto investor, shares insights on Ethereum's pivotal moment akin to Bitcoin's 2019 surge. He dives into the rise of digital asset treasuries and the institutional interest in ETH. Garg also highlights the implications of $5 trillion in stablecoin demand and explores the complex world of DeFi yields. His perspective on the evolving credit markets and the potential risks for retail investors provides a comprehensive view of the future landscape of crypto investing.
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INSIGHT

Capital Markets Created A New Money-Flow

  • MicroStrategy showed capital markets will lend into crypto, creating a new money-flow innovation.
  • That product-level innovation repeats each cycle and unlocks fresh institutional capital.
INSIGHT

DATS Can Outperform Plain Staking

  • ETH DATS can outperform simple staking by using DeFi strategies and active asset management.
  • That potential outperformance makes DATS compelling to retail and institutional holders if managed well.
INSIGHT

Credit Market Entry Starts With Upstarts

  • Big credit funds are only beginning to enter crypto-backed lending; upstarts drive early volume.
  • Post-rate cuts and risk-on sentiment will widen lending into more tokens and ecosystems.
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