The Milk Road Show

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.

In this discussion, Matt Zhang, founder of Hivemind Capital Partners and a veteran in crypto investing, dives into the transformative potential of Digital Asset Treasuries (DATs). He analyzes the challenges facing crypto VCs and highlights how regulatory shifts can boost institutional interest. Matt contrasts DATs with traditional ETFs, emphasizing their value creation methods. He also shares insights on the next bullish catalysts and what retail investors often overlook, making a compelling case for a changing landscape in digital asset investment.

Join Julio Moreno, Head of Research at CryptoQuant and on-chain data expert, as he dives into the aftermath of an unprecedented $20 billion liquidation event in Bitcoin. He explores the surprising price resilience despite massive sell-offs and assesses the impact of spot demand and institutional accumulation. Julio discusses key macro drivers, including potential Federal Reserve rate cuts and US-China trade clarity, that could influence Bitcoin’s trajectory as we approach 2025. Will the market brace for a final dip before hitting new all-time highs?

Join Vivek Raman, CEO of Etherealize, and Danny Ryan, co-founder and former Ethereum Foundation lead, as they dive into the transformative role Ethereum is poised to play in the global financial system. They explore the need for blockchain in finance, the barriers to institutional adoption, and the future of tokenization. Their insights reveal why ETH could emerge as a form of global collateral, the importance of privacy for institutions, and the possible coexistence of Bitcoin and Ethereum. A must-listen for crypto enthusiasts!