The Milk Road Show Ethereum’s Next Demand Shock Is Already Underway w/ Kyle Reidhead & John Gillen
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Jul 10, 2025 Kyle Reidhead, co-owner and head of research at Milk Road, joins John Gillen, a crypto and macro researcher, to discuss the seismic shift in Ethereum investment strategies. They highlight how public companies are amassing Ethereum, suggesting a potential ETH MicroStrategy moment. The duo explores the growing institutional capital inflow into Ethereum, the implications for DeFi, and the new dynamics between traditional finance and blockchain. They also address the evolving regulatory landscape and strategies to navigate the risks and opportunities in the crypto space.
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Ethereum Treasury Companies Unlock Capital
- Ethereum treasury companies open public markets to Ethereum and DeFi yields.
- They allow institutions who can't hold ETH directly to access and profit from Ethereum's ecosystem.
Massive Institutional ETH Demand
- New Ethereum treasury companies are aggressively buying hundreds of thousands of ETH monthly.
- This unprecedented demand could significantly drive up ETH price and DeFi TVL.
ETH Treasury Companies Use DeFi
- Treasury companies are not just holding ETH; they actively stake and deploy it in DeFi.
- This activity will educate Wall Street and grow Ethereum's DeFi ecosystem significantly.