The Milk Road Show

Join Eliezer Ndinga, Global Head of Research at 21Shares, as he delves into the future of Ethereum's Layer 2 landscape. He predicts a wave of consolidation driven by competition and infrastructure maturity. Eliezer discusses which Layer 2 solutions may thrive—particularly those with strong exchange backing. He also shares insights on the upcoming shift toward regulated ICOs and stablecoins, while contrasting the safety of ETFs against digital asset treasuries. Plus, he highlights how geopolitical factors influence Bitcoin's evolving role.

Join Joshua Frank, CEO of The Tie and crypto analytics expert, as he dives into how institutions truly evaluate cryptocurrency. He reveals why many altcoins struggle to attract buyers and discusses the surprising significance of the Canton Network for major banks. Learn how institutional metrics differ from retail perceptions, and why ETFs may not be what they seem. Joshua also outlines the importance of real on-chain demand and shares insights on institutional trends in tokenization and enterprise blockchain.

In a fascinating conversation, Jason Badeaux, Co-founder and CEO of Daylight, dives into the urgent need for innovative energy solutions. He reveals how electricity is the next bottleneck for AI, EVs, and manufacturing. Jason discusses Daylight's approach to deploying solar-plus-storage systems for homes to enhance grid capacity while arguing that traditional financing is too slow. He envisions a DeFi capital layer to revolutionize energy finance and predicts tokenized markets will shape the future, creating new opportunities for investors and homeowners alike.

In a captivating discussion, Zac Prince, former CEO of BlockFi and now head of Galaxy One, shares insights into the evolving landscape of crypto. He explains the surprising underperformance of Bitcoin in 2025 despite favorable conditions. Zac emphasizes the importance of ETFs and stablecoins in shaping the market and reveals how institutional players are quietly building infrastructure while retail investors remain distracted. He predicts an all-time high for Bitcoin by 2026, paired with a rise in stablecoin adoption and innovation in tokenized assets.

Michael Tanenbaum, CEO of Figure Markets and a fintech pioneer, dives into the transformative potential of tokenization in finance. He explains how on-chain systems for mortgages and private credit are reshaping the economy, regardless of current market trends. Tanenbaum discusses the challenges of IPOs for crypto firms under SEC scrutiny and the benefits of tokenized assets for homeowners. He also shares insights on Figure's innovative mortgage solutions and his predictions for AI's role in the industry by 2026.

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.