The Milk Road Show

Join Mike Belshe, co-founder and CEO of BitGo, a leading digital asset infrastructure provider, as he dives into the revolutionary impact of the Genius Act on stablecoins and banking. Discover how stablecoins could threaten traditional banks and potentially transform the financial landscape. Belshe discusses the allure of a 4% on-chain interest rate and what it means for U.S. dollar dominance. Explore the necessity of regulatory reforms in this shifting terrain and the advantages of stablecoin models over conventional banking systems.

Jesse Pollak, a pivotal force at Coinbase and creator of Base, dives into Coinbase's ambitious plans beyond just being an exchange. He discusses the transformative potential of the Base App for social media and payments. Topics include the evolution of cryptocurrency regulations, fostering a decentralized future, and redefining the creator economy through crypto. Pollak shares excitement about innovations enhancing user experience and privacy, painting a vibrant picture of the financial landscape's future.

Join John Gillen, a former BlackRock investor turned crypto macro expert, as he reveals his investment framework for navigating the financial landscape. He discusses why debt has become the new money and how historical patterns can inform today's investment strategies. Gillen also highlights the importance of understanding macroeconomic shifts, the rise of digital assets like Bitcoin, and the need for disciplined investing and risk management. Discover how community engagement enhances investment strategies in the evolving crypto space!

Virtual Bacon, an angel investor and crypto educator, dives into the current altcoin landscape and what's holding them back. He reveals one critical signal to watch for before making big investments. Discover the underrated tokens he's secretly accumulating before the market wakes up. The conversation also unpacks the intricate relationship between Bitcoin's dominance and altcoin performance, as well as insights on stablecoins like Tether and USDC, and the evolving strategies for navigating the ever-changing crypto ecosystem.

In this discussion, Michael Howell, founder of CrossBorder Capital and a renowned expert on global liquidity, unpacks the pressing risks in today's financial markets. He highlights the looming $40 trillion debt rollover and the implications of fiscal dominance on bond market stability. Howell critiques traditional investment strategies for inflationary times and recommends alternatives like TIPS and cryptocurrencies. His insights on navigating liquidity challenges reveal the critical role of credit providers and the anticipated market shifts ahead.

Ash Pampati, Head of Ecosystem at Aptos Foundation, shares insights on why the current cryptocurrency dip could lead to big opportunities. He highlights that we are still in a mid-cycle, explaining the significance of the SEC's 'Project Crypto' in clarifying regulations. The conversation also touches on the evolution of token launch pads and the rise of meme coins, emphasizing how these trends affect market dynamics. Pampati reassures investors to zoom out and focus on the ongoing innovation in the crypto space.

Join Nic Santomauro, CMO at Figure Markets and former Global Growth Director at Binance, as he unravels the revolutionary potential of tokenized private credit. Learn how Figure has implemented over $12 billion in home equity loans on the blockchain and what this means for retail investors seeking high yields. They discuss the implications of the Genius Act on traditional banks, the rise of decentralized finance, and how these shifts open doors for everyday investors to capitalize on previously exclusive financial opportunities.

Douglas Boneparth, President of Bonafide Wealth and CNBC Advisor, emphasizes the importance of discipline in investing over chasing alpha as markets evolve. He discusses the internal rifts within the Fed and the implications for the economy. The conversation touches on the White House’s recent crypto report and the SEC’s new ETF rules, highlighting how financial advisors are empowering younger generations to invest wisely. Boneparth also advocates for a long-term strategy amidst the rapid technological changes in finance.

Tony Greer, founder of TG Macro and a seasoned macro trading veteran, shares his insights on the latest Fed meeting and market reactions. He discusses the implications of the Fed's no-rate-cut decision and shares perspectives on why Bitcoin might outperform gold in 2025. Greer breaks down the surprising reversal of the U.S. dollar, analyzes the impact of political pressures from Trump on interest rates, and highlights how recent trade agreements may fuel a market bull run. Curious about retail investors? Greer weighs in on whether they're truly 'dumb money' or an emerging force.

Jake Brukhman, CEO of CoinFund and a renowned crypto investor, joins the discussion on the bullish outlook for Ethereum. He predicts ETH could lead a supercycle, with institutional adoption driving its price to new heights. Jake delves into the crucial role of Layer 2 scaling and zero-knowledge technology for enhancing crypto privacy and scalability. He also shares insights on how Worldcoin is crafting a vast Web3 ecosystem, positioning itself as a key player in the future of decentralized finance.