The Milk Road Show

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.

Kash Dhanda, CEO of Jupiter and DeFi innovator, dives deep into the transformative power of decentralized finance on Solana. He highlights how on-chain credit and liquidity can revolutionize trading for everyday users. Kash also discusses the importance of tokenized equities attracting institutional investment and the emerging stablecoin partnerships that enhance yield. With a candid look at the risks and the effects of meme coin culture, he paints a picture of Solana's evolving landscape and Jupiter's role in its future.

Lark Davis, an experienced crypto investor and content creator, discusses exciting trends in the crypto market. He highlights a potential Bitcoin price surge up to $160K and analyzes the implications of the recent cooler CPI and potential Fed rate cuts. Lark also explores Ethereum’s bullish chart patterns, the importance of stablecoins, and how conditions are favorable for risk assets. He emphasizes the competitive landscape between Solana and Ethereum alongside the continuing appeal of altcoins, making it a must-listen for crypto enthusiasts.

Martin Toman, a Lead Milk Road Pro researcher known for his sharp macro and on-chain analysis, dives into essential insights on cryptocurrency's future. He confidently dismisses Q4 volatility, predicting a bullish shift in sentiment with potential new all-time highs. Toman highlights Galaxy Digital as a key investment, detailing its undervalued assets and promising AI data center revenue. He also discusses how stablecoins and neobanks could drive crypto adoption in emerging markets, urging investors to focus on sustainable, innovative projects.

Matt Hougan, CIO of Bitwise and crypto ETF expert, joins Ryan Rasmussen, Head of Research at Bitwise, to delve into the intriguing dynamics of Bitcoin and gold. They explore why Bitcoin's price remains flat despite strong ETF demand. The duo discusses the potential for central banks to add Bitcoin to their reserves and evaluates historical patterns that may indicate a breakout this November. With insights on retail versus institutional trading behavior and recent regulatory developments, they provide a comprehensive look at the evolving crypto landscape.

Daren Matsuoka, head of data and fund strategy at a16z Crypto, and Robert Hackett, head of special projects at the same firm, delve into the 2025 State of Crypto report. They discuss how 2025 marks a pivotal year for crypto, fueled by institutional adoption and advanced infrastructure. They explore the ongoing popularity of stablecoins and their impact on payment networks. The conversation reveals the potential of decentralized finance and the integration of AI within crypto, highlighting the vast opportunities awaiting in this evolving landscape.