The Milk Road Show

In this discussion, Erik Voorhees, a Bitcoin pioneer and founder of ShapeShift, delves into the intriguing idea that cryptocurrency was designed more for AI than humans. He explains how institutional adoption is vital for Bitcoin's future and warns about the privacy risks with major AI services like ChatGPT. Erik advocates for a permissionless AI landscape and shares insights on his venture, Venice AI, aimed at offering a private alternative. He also speculates on the potential dominance of machine agents in crypto markets.

Data-driven crypto analyst Matt Crosby, from Bitcoin Magazine Pro, dives into Bitcoin's market dynamics and trends. He shares insights on whether the current bull market is peaking or just catching its breath. Discussing key factors, he highlights potential moves towards $160K–$175K driven by supply and institutional liquidity. He also introduces a new on-chain metric to track long-term holder distributions, explains fractal patterns indicating extended consolidation, and warns of risks amid bullish projections.

In this discussion, Cosmo Jiang, a General Partner at Pantera Capital and a key player in the Solana ecosystem, unveils how Solana might soar to a $2,000 valuation. He explores the growing attraction of institutions to Solana, contrasting it with retail investor trends. Jiang shares insights about Digital Asset Treasuries (DATs) and their role in boosting token value. He also highlights Pantera's pioneering efforts in developing a treasury strategy for Solana, positioning it for significant growth in the digital asset landscape.

John Wang, Head of Crypto at Kalshi, discusses the booming world of prediction markets, highlighting that Kalshi handled an impressive $4.5B in volume last month. He explains how prediction markets can rival meme coins by offering truth-pegged sustainability. John dives into liquidity, discussing user demographics and onboarding spikes driven by major events. He shares insights on crypto's relevance in prediction markets and reveals exciting future product plans, including new categories and a focus on a mobile app.

In this lively discussion, the Bitwise Boyz—Matt Hougan, Chief Investment Officer known for his macro insights, and Ryan Rasmussen, a Senior Strategist unpacking market structures—team up with Jesse Eckel, a popular crypto content creator. They explore why Bitcoin might be in a 'silent IPO' phase, discussing liquidity dynamics and the unexpected role of OG selling. Jesse shares retail sentiment while Matt emphasizes long-term institutional adoption. Together, they paint a picture of potential upcoming market shifts and evolving investor behavior.

In a world where crypto takes a backseat, AI steps into the spotlight as the main driver of investment narratives. Discover why altcoins are deemed uninvestable and the importance of focusing on major assets instead. Miners pivot their operations to support the AI boom, highlighting a new synergy. Kyle analyzes the potential for Bitcoin and stablecoins amid AI spending, and why low rates might signal a thrilling shift for crypto investors. Get ready to embrace a broader investment strategy that includes AI and infrastructure!

Scott Melker, known as 'The Wolf of All Streets,' delves into why Bitcoin's price remains stuck despite heavy selling pressure. He discusses the intriguing dynamics between Bitcoin miners and AI infrastructure, revealing how major tech partnerships are boosting miner valuations. The conversation also covers the institutional shift favoring Bitcoin and public crypto equities over altcoins, cautioning about potential altseason risks. Lastly, Scott shares his investment strategy, advocating for a measured approach to buying dips.

Economist Peter Schiff, a leading gold advocate and vocal critic of Bitcoin, shares his strong beliefs about money in this engaging discussion. He argues that gold is the only true currency, dismissing Bitcoin as 'digital nothing.' Schiff critiques the Federal Reserve's policies and highlights rising demand for gold due to global de-dollarization. He also points out the hype around institutional Bitcoin purchases and emphasizes the practical benefits of gold over cryptocurrency. Schiff shares his investment strategy, favoring international assets and commodities.

Quantitative tightening is ending, and rate cuts are on the horizon. Bitcoin is primed for a breakout, potentially hitting all-time highs by year-end. Altcoins are expected to follow, especially in the wake of shifting liquidity. The resurgence of AI crypto projects is also on the radar, driving exciting investment opportunities. However, caution is advised as 2026 may bring challenges for the unprepared. Join the dynamic discussion on how to navigate the evolving crypto landscape and position for future gains.

Institutions are diving into ETH staking, highlighting the significance of a fully staked ETF in maximizing returns. Lido's partnership with VanEck is pivotal in making this happen, offering a gateway for both retail and institutional investors. The discussion covers risks, regulatory insights, and the innovative features of Lido V3, including customizable staking vaults. With expected yields and strategies to deploy staked assets in DeFi, Lido is set to reshape how both investors and institutions interact with Ethereum.