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.
