The Milk Road Show

James Lavish, co-founder of the Bitcoin Opportunity Fund, dives into the potential for Bitcoin to soar as the debasement trade gains traction among institutions. He discusses why major firms like JPMorgan are betting on Bitcoin, the implications of liquidity returning to markets, and how this bull run feels different from past cycles. Lavish also highlights the importance of regulatory shifts and how Bitcoin could combat financial nihilism, offering hope for value preservation in uncertain times.

Dominic Ryder, an ex-TradFi wealth manager and co-founder of Alvera, dives deep into the potential pitfalls lurking beneath the surface of the 2025 crypto landscape. He draws parallels between today’s digital asset treasuries and the financial engineering of 2008, cautioning against Ponzi-like behaviors. Ryder also highlights the risks of hyperinflation, the importance of avoiding emotional decision-making in investing, and offers practical advice for navigating potential market bubbles with a focus on risk management.

Join Kevin Kelly, co-founder of Delphi Digital and a macro crypto researcher, alongside Jesse Eckel, founder of OpEx Ventures and savvy crypto investor, as they explore the potential for Bitcoin and crypto's next major bull run. They dissect macro forces shaping the market, emphasizing the crucial role of global liquidity and October's structural shifts. The duo debates timing for the market peak, AI's economic impact, and predicts a revenue-driven alt season ahead. Buckle up for insights that could redefine your crypto strategies!

In this engaging conversation, Nick Ducoff, Head of Institutional Growth at the Solana Foundation, reveals why major players like Visa and PayPal are choosing Solana over Ethereum. He delves into how the Genius Act has spurred institutional interest in DeFi and examines banks' motivations for embracing blockchain. Nick highlights Solana's unified liquidity model, scalability improvements, and the blurring lines between fintech and crypto. With a vision for a mobile-first future, he shares insights on the evolving landscape of asset management and capital markets.

Trajan King, a macro expert and former Wall Street CFO, discusses critical economic shifts. With the U.S. government in shutdown and rising debt, he examines why Bitcoin lags behind gold and stocks. Trajan links gold's rally to increasing money supply and foreign treasury sales while forecasting Bitcoin's rebound in Q4. He emphasizes the need for patience among investors and outlines his long-term investment thesis, focusing on Bitcoin, Solana, and AI/robotics as key growth areas by 2030.

In this insightful conversation, Jamie Coutts, Chief Crypto Analyst at Real Vision, shares his expertise on why Bitcoin and altcoins may peak in 2026. He discusses how global liquidity influences market dynamics and why recent Bitcoin stagnation is a sign of deeper trends. Jamie also emphasizes the explosive growth of smart contract platforms and their implications on token value. With invaluable advice on risk management and a look into his wallet holdings, Jamie provides listeners with a fresh perspective on the crypto landscape.

Slava Rubin, a serial entrepreneur and managing partner at HumBition, shares his unique approach to navigating the crypto landscape for Q4 2025. He highlights the importance of focusing on top market-cap tokens to mitigate risks while discussing emerging opportunities in AI pre-IPO companies. Slava emphasizes the need for careful selection of digital asset offerings to avoid poorly-performing investments. With a neutral-to-bullish market outlook, he advises investors to balance risk and reward while planning strategically for the future.

In this insightful discussion, Martin Tommen, Head of Milk Road Pro and a crypto investment expert, outlines six game-changing trends shaping the future of cryptocurrency. He dives into why fintechs are transitioning to blockchain, how crypto-native funds are buying traditional businesses, and the evolution of DeFi protocols. Martin highlights the growing role of Bitcoin miners in AI infrastructure and the significance of zero-knowledge proofs in enhancing Ethereum’s scalability. His analysis promises to sharpen your investment strategy!

The crypto market faces a sharp pullback, with $1.6 billion in liquidations raising concerns. But the team emphasizes this dip is a normal correction, not a sign of a broken market. They explore potential catalysts for a rally, including all-time highs in ETH and increased retail interest. Discussions also cover the macroeconomic environment, the impact of Fed policies, and the possibility of significant growth for crypto relative to traditional assets. Despite the turbulence, they remain bullish on future market trends.

Scott Melker, known as 'The Wolf of All Streets', shares his insights as a prominent crypto trader and commentator. He discusses why Bitcoin hasn't reacted to recent rate cuts, blaming stagflation and mixed macro signals. The conversation explores the Fed's constraints, the emergence of institutional buying, and the potential explosion in crypto ETFs. Scott also delves into the evolving role of AI in enhancing productivity and the shifting dynamics of the four-year Bitcoin cycle. His thoughts on decentralized trading platforms reveal the future narratives shaping crypto.