The Milk Road Show

Lark Davis, a renowned crypto investor and educator, joins the discussion on navigating the tumultuous cryptocurrency market. The conversation dives into the potential impact of Trump's political moves on trading strategies and the macroeconomic backdrop, including inflation reports and interest rate predictions. Davis analyzes the intersection of AI agents and cryptocurrency, weighing the risks and opportunities. His insights on strategic investment frameworks will help listeners manage volatility and position themselves for future profits.

Michael Howell, founder of CrossBorder Capital and expert in credit and liquidity, dives into the turbulent waters of macroeconomics. He analyzes the implications of U.S. fiscal policy and the volatile Chinese bond market on the crypto landscape. The conversation highlights how central banks' liquidity maneuvers could affect investments as well as the looming debt maturity wall. Howell emphasizes the tight correlation between Bitcoin prices and global liquidity, urging a cautious approach to navigating the uncertain financial terrain.

Patrick Scott, Head of Growth at DeFi Llama and an experienced crypto podcaster, joins to assess the AI agents phenomenon. They delve into whether the current buzz is genuine or just another market bubble like the metaverse craze. The conversation shifts to the intertwining growth of AI and cryptocurrency, highlighting investment opportunities and risks. They also analyze the recent downturn in the crypto market, offering insights on future prospects and the burgeoning influence of AI tools, making it a pivotal time to consider involvement.

In this discussion, Zeneca, a savvy crypto investor, shares how he turned a $50,000 investment into an incredible $2.5 million in just two months by leveraging AI agents and meme coins. He dives into the emotional rollercoaster of financial success and the crucial importance of profit-taking in volatile markets. Zeneca explains his unique strategy for identifying winning narratives and highlights emerging trends in AI and crypto, making this a must-listen for anyone interested in trading tactics and future opportunities.

Is Crypto AI the biggest investment opportunity of 2025? Our expert guest, Teng Yan, founder of Chain of Thought, thinks so! He breaks down the must-know categories within crypto AI, revealing his highest-conviction trades and the under-the-radar projects he's most excited about. ~~~~~ 🚀 Refer the most friends by Sunday and win a FREE year of PRO + Investing Masterclass! ~~~~~ 💸 Get your FREE GUIDE on how to build a pain-free crypto portfolio in 2024: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/newsletter-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💰 Go PRO and become a better investor with the #1 crypto research and analysis: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/pro-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ 📈 Paying too much for your crypto swaps? ODOS finds the best deals so you don't have to. Join the future of DeFi and swap smarter with ODOS: ⁠⁠⁠⁠https://out.milkroad.com/Odos2024Podcast⁠⁠⁠⁠ ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Milk Road Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Milk Road Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/pod-ig⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 Apple Podcasts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/apple-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ 🎙 GUEST INFO 🎙 Teng Yan's X: https://x.com/0xPrismatic Chain of Thought: https://www.chainofthought.co/ ~~~~~ ⏱ TIME POINTS ⏱ 00:00 - Intro 02:26 - Odos 03:05 - Understanding AI in cryptocurrency 11:13 - Teng's top AI crypto investments 17:04 - Promising compute AI projects 22:14 - Teng's analysis of Virtuals 26:37 - Top AI agent platforms 30:17 - Investment strategies for AI agents 34:22 - How big can crypto AI get? ~~~~~ 📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

Jamie Coutts, Chief Crypto Analyst at Real Vision and former Bloomberg Intelligence researcher, shares his predictions for the crypto cycle's peak, projecting it may hit around August 2025. He highlights promising tokens like Ethereum and Solana. The discussion dives into the resurgence of DeFi and its marriage with AI, positioning them as vital components of the crypto landscape. Coutts emphasizes a data-driven investment approach, especially amid economic shifts, urging listeners to be strategic and resilient in their crypto endeavors.

Frank Chaparro, founding reporter at The Block and host of The Scoop, dives into the key factors driving crypto prices in 2025. He shares insights on Bitcoin's impressive recovery and increasing institutional interest in the market. Chaparro also discusses the investment potential of Coinbase amidst Wall Street skepticism and the importance of avoiding mainstream media during the holidays for savvy investors. Tune in for a fresh perspective on the evolving crypto landscape and strategic insights for the coming year!

In this chat, Dan Romero, co-founder of Farcaster and former Coinbase employee, dives into the fascinating world of decentralized social networks. He discusses how Farcaster is changing the crypto landscape, driven by AI agents and innovative token deployments. Dan shares insights on the relationship between Farcaster and Coinbase's Base, and the implications for social media as decentralized platforms rise. Plus, he reveals strategies for creators to navigate tricky social media algorithms and capitalize on emerging opportunities in the crypto space.

In this engaging discussion, Dan Romero, a pioneer from Coinbase and co-founder of Farcaster, shares his firsthand experiences from the early days of cryptocurrency. He reveals the challenges of getting merchants to accept Bitcoin back in the day and reflects on the explosive growth from 2014 to 2017. Dan discusses the possibility of nations adopting Bitcoin into their strategic reserves and how regulatory changes could further shape the crypto landscape. His insights provide a compelling glimpse into the future of blockchain technology.

Tyler Neville, a macro analyst at Corriente Advisors, discusses the evolving landscape of finance and the pivotal role of Bitcoin in the next financial revolution. He draws parallels between the rise of junk bonds in the 80s and today's crypto market. Neville reveals how institutional investors are pouring billions into crypto infrastructure and tackling regulatory challenges. The conversation also touches on Bitcoin's potential as a national reserve currency and the integration of AI with Bitcoin mining, highlighting the risks of not investing in this digital asset.