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John Gillen
Macro-focused podcast host and crypto commentator with a background at BlackRock, frequently discussing macro drivers, Ethereum, and long-term crypto thesis.
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20 snips
Dec 19, 2025
• 37min
Everyone Is Giving Up on Crypto Right Before the Real Move w/ John Gillen
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John Gillen, a macro-focused crypto analyst and host of Milk Road Macro, dives into the shifting sentiments in the crypto market. He discusses how current price actions reveal investor exhaustion and the importance of having strong convictions amidst chaos. Gillen challenges the four-year cycle narrative and explains why institutional tokenization indicates both panic and validation within Wall Street. He emphasizes the need for true decentralization and outlines the risks of centralized platforms, leaving listeners with strong insights on future trends in crypto.
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