The Milk Road Show

Join Jordan and Arkana from Delphi Digital as they dive deep into the future of crypto infrastructure. Jordan discusses the significance of super apps and SocialFi, emphasizing their roles in distribution vs. aggregation. He argues prediction markets are here to stay, especially with evolving platforms like Coinbase and Robinhood. Arkana elaborates on Solana's upgrades and the rise of stablecoins tailored for institutions, plus the demand for privacy in the crypto space. Together, they explore the pivotal elements shaping 2026.

Join David Duong, Head of Institutional Research at Coinbase, as he reveals insights from the in-depth 2026 Crypto Market Outlook. He discusses the future of stablecoins, tokenization, and the anticipated rise in prediction markets. Expect stronger liquidity dynamics, potential Fed rate cuts, and the impact of AI on crypto transactions. Duong also forecasts quicker ETF approvals, highlighting their role in boosting institutional investment. With a keen eye on real-world assets, he imagines a vibrant market landscape evolving through innovative trading methods.

Join on-chain analyst Julio Moreno, known for his insightful demand-side Bitcoin analysis, as he shares a data-driven perspective on the current state of the crypto market. He discusses the potential bear signal despite expectations for a 2026 bull run. Julio highlights the fading demand from treasury companies and examines realized price as a potential market bottom. With a review of bitcoin's competition against macro assets and speculative predictions, he leaves listeners questioning the catalysts for the future.

Matt Hougan, Chief Investment Officer at Bitwise, and Ryan Rasmussen, Head of Research at Bitwise, delve into their Top 10 crypto predictions for 2026. They emphasize that crypto is transitioning into a phase driven by institutional demand, moving beyond its speculative roots. Key topics include the declining volatility of Bitcoin, the rise of ETFs buying more than new supply, and the potential political backlash against stablecoins. They also discuss how regulatory clarity could boost Ethereum and Solana, along with the increasing acceptance of crypto by Ivy League endowments.

Kyle Reidhead, a crypto analyst and strategist for Milk Road, discusses the evolving landscape of cryptocurrency. He reveals why retail investors have disappeared and institutions are focusing solely on Bitcoin and ETFs. Kyle predicts a K-shaped market in 2026, with some assets soaring and others plummeting. He emphasizes the growing significance of stablecoins and the tokenization of traditional finance assets. Additionally, he forecasts advancements in AI, including the emergence of autonomous vehicles, painting a picture of a dynamic future for both crypto and technology.

In this engaging discussion, Jason, Marcus, and LTR from Delphi Digital dive into the critical liquidity chart that could shape the future of crypto by 2026. Jason breaks down the fragility of U.S. Treasury markets, while Marcus reveals the TGA balance's significant impact on liquidity flows. LTR introduces innovative token models like CAC tokens. They also explore the dominance of institutional investors over retail, the shifting dynamics between Bitcoin and gold, and provide rapid-fire predictions for the upcoming crypto cycle.

In this discussion, Nevin Freeman, Founder of Reserve Protocol, delves into the gritty realities of how crypto is integrating into global finance. He explains the persistent Bitcoin cycle driven by sentiment and explores macro factors that might shift market narratives. Nevin illuminates the importance of compliant tokenized securities through the Digital Securities Initiative and the challenges of institutional adoption. He also discusses innovative solutions for KYC compliance using ZK credentials, showcasing the ongoing evolution in decentralized finance.

This time, onchain analyst Matt Crosby shares his insights into Bitcoin's surprising movements and what led him to rethink his bullish stance. He explores the impact of ETFs and institutional demand on market volatility. Crosby highlights the significance of long-term holder selling and how it reshapes market cycles. He also dives into strategies for identifying market bottoms and compares Bitcoin's performance against gold. With macroeconomic factors hinting at a stronger 2026, he maps out potential price targets for both BTC and ETH. A must-listen for crypto enthusiasts!

The hosts dive into why predictions for a market rally in 2025 fell short, suggesting that improved fundamentals may signal a bullish outlook for 2026. They discuss Ethereum's role as a financial backbone and how retail investor limitations held back altcoin growth. The conversation also highlights the potential for digital assets and the shift in investment strategies towards concentrated DeFi successes. With insights on AI's impact on economic activity, listeners are treated to a mix of analysis and bold predictions for the upcoming year.

Craig Birchall, Head of Lending & Financing at FalconX, dives deep into the current crypto landscape. He discusses the aftermath of the 10/10 liquidations and why the market seems stagnant despite better macro conditions. Birchall highlights intriguing trends like stablecoin adoption in payments and institutional interest in Bitcoin lending. He believes crypto is integrating with traditional finance while still preserving its decentralized roots. Additionally, he evaluates revenue-generating projects as promising investments, suggesting a shift toward more sustainable crypto strategies.