The Milk Road Show Q4 Volatility Is Noise | The Bull Run Is Just Starting w/ Milk Road PRO
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Oct 24, 2025 Martin Toman, a Lead Milk Road Pro researcher known for his sharp macro and on-chain analysis, dives into essential insights on cryptocurrency's future. He confidently dismisses Q4 volatility, predicting a bullish shift in sentiment with potential new all-time highs. Toman highlights Galaxy Digital as a key investment, detailing its undervalued assets and promising AI data center revenue. He also discusses how stablecoins and neobanks could drive crypto adoption in emerging markets, urging investors to focus on sustainable, innovative projects.
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Checked Charts After A Panic Text Thread
- Martin recounts checking prices after getting texts from friends while at a bar.
- He doesn't usually watch charts but checked when friends panicked after a big drop.
Ignore Short-Term Volatility
- Ignore short-term volatility because it's the cost of the upside opportunity.
- Do not panic sell during sudden red candles and stay focused on long-term fundamentals.
Macro And Policy Are Lining Up For Crypto
- Macro policy and broad institutional support create a secular bullish backdrop for crypto.
- Martin says these forces will flip sentiment quickly once all-time highs return.