The Milk Road Show

Digital Asset Treasuries Are Buying Billions in Ethereum: Bubble or Berkshire? w/ Avichal

11 snips
Aug 12, 2025
Guest
Avichal Garg
Avichal Garg, Co-founder of Electric Capital, dives into the surging interest in Ethereum by digital asset treasuries. He discusses the near-equivalence of ETH and BTC ETF inflows and examines whether it's a genuine supply squeeze or just hype. Garg explores strategies like the MicroStrategy playbook and how $7 trillion in money markets may fuel the next crypto boom. He also unveils how innovative financial strategies are transforming the cryptocurrency market and the role of traditional institutions in this evolving landscape.
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INSIGHT

Market Front-Running Of Rate Cuts

  • Markets often front-run expected Fed rate cuts, driving risk-on rallies before official policy changes.
  • Avichal links July's crypto surge to expectations of upcoming rate cuts and $7T sitting in money markets.
ADVICE

Buy And Hold High-Quality Crypto

  • Buy high-quality crypto assets and hold them long term rather than trying to time markets.
  • Electric Capital's approach is buy the good stuff, hold it, and avoid frequent trading under emotional pressure.
INSIGHT

Ethereum Is Following Bitcoin's Institutional Path

  • Institutional adoption of Ethereum mirrors Bitcoin's institutional journey starting in 2019.
  • Existence of Bitcoin ETFs and institutional acceptance increases the probability of repeat adoption for Ethereum.
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