

The Milk Road Show
The Milk Road Show
Your #1 podcast to turn your crypto curiosity into clarity. We discuss topics like: Blockchain Tech, Investing Strategies, Onchain Analysis, Web3 Applications and Use Cases plus cover ecosystems like: Bitcoin, Ethereum, Solana, Cosmos and so much more!
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🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
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💰 Go PRO and Become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
Episodes
Mentioned books

Sep 25, 2024 • 28min
Will Sui or Aptos Outperform Solana This Cycle? w/ Kyle Reidhead
Will Sui and Aptos be the next big L1? Can they challenge Solana's dominance in the market? Join our host Jay Hamilton, and Kyle Reidhead, Head of Research at Milk Road, as we explore the rising stars of Sui and Aptos, and whether these promising L1 blockchains can truly change the market dynamics.
What you'll learn:
Why Sui is going up in price right now
Who will win in terms of price in this cycle: Sui, Aptos, or Solana?
How to allocate your portfolio to maximize gains in the crypto market
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
💰 Get your $15 Bitcoin bonus from Gemini today:
https://out.milkroad.com/Gemini0925Podcast
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
📚 Helpful Resources 📚
Pro Report Is Solana about to be dethroned?: https://themilkroad.beehiiv.com/p/pro-is-solana-about-to-be-dethroned
📺 Recommended Watching 📺
Matthew Sigel's Interview: https://youtu.be/hq8ul4j94yk
⏱ TIME POINTS ⏱
00:00 - Intro
01:05 - Gemini
01:42 - What is going to be the next big L1?
08:00 - Unpacking the origins of Sui and Aptos
12:15 - Sui's surge
17:38 - Head-to-head comparison: Aptos vs. Sui
21:12 - How to navigate the Sui markets?
📃 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. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.

Sep 24, 2024 • 34min
Solana Price Prediction 2030: VanEck's Bull, Base, and Bear Case w/ Matthew Sigel
Will Solana overtake Ethereum as the leading blockchain by 2030? Join us as we dive into VanEck's research report, featuring three possible scenarios for Solana's future: a bearish, a base case, and a bullish. Matthew Sigel, Head of Digital Assets Research at VanEck, shares his insights on Solana's strengths, challenges, and potential for growth.
You'll learn:
VanEck's bullish, base, and bearish price predictions for Solana by 2030.
The key assumptions behind VanEck's Solana valuation model.
The challenges Solana faces, including MEV, chain congestion, and developer adoption.
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
💰 Get your $15 Bitcoin bonus from Gemini today:
https://out.milkroad.com/Gemini0924Podcast
💬 How to participate in the AMA:
1. Become a PRO member: https://link.milkroad.com/pro-podcast
2. Join our community on Discord
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
📚 Helpful Resources 📚
VanEck's report on Solana valuation by 2030: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/
VanEck's report on Bitcoin valuation by 2050: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-2050-valuation-scenarios-global-medium-of-exchange-and-reserve-asset
VanEck's report on Bitcoin Miners' AI Arbitrage: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-miners-ai-arbitrage-play-to-boost-revenue/
VanEck's report on mid-September 2024 Bitcoin chaincheck: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-mid-september-2024-bitcoin-chaincheck-1-year-review-edition
VanEck Crypto Monthly Recap for August 2024: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-crypto-monthly-recap-for-august-2024/
📺 Recommended Watching 📺
Solana Breakpoint Overview: https://youtu.be/FmRlAv1LacM
How to Guarantee Profit This Cycle: https://youtu.be/yjxeGo7YZ_s
🎙 GUEST INFO 🎙
Matthew’s X: https://x.com/matthew_sigel
Matthew’s LinkedIn: https://www.linkedin.com/in/matthew-sigel-recovering-cfa-77a97/
VanEck’s website: https://www.vaneck.com/us/en/
⏱ TIME POINTS ⏱
00:00 - Intro
02:10 - AMA Announcement
02:57 - Gemini
03:34 - Revisiting VanEck's report on Solana
10:05 - Solana's unique strengths as an L1
13:30 - The importance of data throughput in a blockchain success
16:05 - The need for a "Killer App" on Solana
20:00 - Fee revenue and expenses on Solana: VanEck's short-term and long-term outlook
22:15 - VanEck's 2030 price prediction for Solana
25:50 - The Future of Layer 1 blockchain
28:15 - Update on VanEck's Solana ETF
30:00 - Key considerations for investors in the current market
32:20 - Yield sharing model for VanEck's Agora stablecoin
📃 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. 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.

Sep 23, 2024 • 22min
Solana’s Biggest Conference: Top 3 Takeaways You Need to Know w/ Milk Road Head of Growth
Get ready for the inside scoop on Solana's biggest annual event - Solana Breakpoint! Our team was on the ground, and we're bringing you the top 3 takeaways you need to know. From infrastructure game-changers like Firedancer to payments giants like PayPal and Visa making big moves, and the hottest new apps in DeFi and DePIN - we've got it all covered.
In this episode, you'll learn:
• How Solana's new infrastructure developments, like Firedancer, are set to revolutionize the space with 1 million transactions per second
• Why payment giants like PayPal, Visa, and Circle are betting big on Solana
• The latest on the hottest new apps in DeFi and DePIN
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
💰 Get your $15 Bitcoin bonus from Gemini today:
https://out.milkroad.com/Gemini0923Podcast
💬 How to participate in the AMA:
1. Become a PRO member: https://link.milkroad.com/pro-podcast
2. Join our community on Discord
📈 Milk Road PRO Portfolio: https://themilkroad.beehiiv.com/c/milk-road-pro-portfolio?utm_source=mainmenu&utm_medium=website&utm_campaign=portfolio
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
📚 Helpful Resources 📚
Fuse: https://x.com/solana/status/1837033298520068155
Stablecoins PRO Report: https://themilkroad.beehiiv.com/p/stablecoin-boom-opportunities
📺 Recommended Watching 📺
Interview with PayPal stablecoin creator: https://youtu.be/iQI85SVR-ko
Interview with Tether co-founder: https://youtu.be/1DLUK_D4Q6M
What will be money onchain: https://youtu.be/jv3eMcuA79o
🎙 GUEST INFO 🎙
Raul’s X: https://x.com/Raul_Impact3
⏱ TIME POINTS ⏱
00:00 - Intro
01:44 - Gemini
02:22 - Outlook on Solana Breakpoint
04:50 - 1st Takeaway: Firedancer
06:00 - 2nd Takeaway: Payments
11:00 - 3rd Takeaway: Apps
16:40 - Raul's Take on Solana's Breakpoint
📃 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. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.

Sep 20, 2024 • 29min
Bullish or Bearish?! TOKEN2049 Recap & Analysis (Ethereum, Berachain, & More!) w/ Zeneca
Get ready for the ultimate recap of TOKEN2049! You won't believe what happened when Vitalik Buterin took the stage... Let's just say his singing skills are almost as legendary as his Ethereum empire! In today's episode of The Milk Road Show, we're playing a game of Bullish or Bearish, where Zeneca shares his take on moments from TOKEN2049.
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
🎙 GUEST INFO 🎙
Zeneca’s X: https://x.com/Zeneca
ZenAcademy: https://x.com/ZenAcademy
ZenDaily: https://zendaily.xyz/
Zeneca’s Substack: https://zeneca33.substack.com/
⏱ TIME POINTS ⏱
00:00 - Intro
01:15 - Bullish or Bearish?!
02:05 - Nader Dabit on TOKEN2049
03:25 - Ethereum
06:04 - Logan Jastremski on TOKEN2049
08:50 - Singapore
10:00 - Parallel TCG launching a game built on Unreal Engine 5
12:20 - Yuga Labs
14:30 - Berachain
17:07 - Gajesh on TOKEN2049
20:00 - Taiki Maeda on TOKEN2049
20:45 - What happened on the Redacted flight?
22:30 - KOL Awards Night
23:55 - Zeneca's take on TOKEN2049

Sep 19, 2024 • 28min
Is this the Banana Zone? Rate Cuts & Market Expectations w/ Kyle Reidhead
The Federal Reserve just dropped a bombshell: a 50bps rate cut! But what does it mean for the crypto market? In today's episode of The Milk Road Show, Kyle Reidhead joins us to unpack the FED's latest announcement, Jerome Powell's speech, and the market's reaction. Are we entering the "banana zone" where rate cuts fuel a market surge?
You'll learn:
Breakdown of Jerome Powell's speech
How the latest rate cuts are affecting the market
The FED's forecast for unemployment rates, inflation, and the future of the economy
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
🚀 Unlock the full potential of liquid restaking with Kelp DAO:
https://out.milkroad.com/KelpDAO0919Podcast
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
⏱ TIME POINTS ⏱
00:00 - Intro
00:50 - GAIN by Kelp DAO
02:00 - Breaking down the FED meeting
03:50 - Jerome Powell's speech: key considerations
05:25 - Key takeaways from Jerome Powell's address
09:44 - Market reaction and analysis
15:50 - Anticipating future rate cuts
19:30 - Assessing the impact of rate cuts: current and upcoming
23:00 - Investor insights: what to watch out for now
25:45 - September outlook: volatility on the horizon?
📃 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. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.

Sep 18, 2024 • 33min
Have Crypto Prices Bottomed and Is Now the Time to Buy? w/ Kyle Reidhead
Kyle Reidhead, head of research at Milk Road, joins the conversation to analyze if the crypto market has finally bottomed out. He discusses key technical and fundamental indicators signaling a potential recovery. The impact of macroeconomic factors and Federal Reserve decisions on price movements is examined. Kyle also delves into declining fees on Ethereum's platforms and shifts in investor sentiment, suggesting a possible resurgence in the market as confidence begins to rebuild.

Sep 17, 2024 • 20min
FED Rate Cut Tomorrow! What It Means for Crypto? w/ Lark Davis
Lark Davis, a crypto expert known for analyzing economic shifts, dives into the upcoming FED rate cut and its ripple effects on the crypto market. He discusses the potential scenarios for the rate cut, its implications for altcoins and ETFs, and how investors can navigate the changes. Lark also stresses the need to monitor economic indicators like jobs and inflation to predict market reactions. Tune in for invaluable insights on positioning your investments wisely amidst this economic tweak!

Sep 16, 2024 • 41min
Can a Stablecoin Bring a Billion Users? w/ PayPal $PYUSD Co-Creator
Neil Desilva, former CFO of PayPal Digital Currencies and co-creator of PYUSD, shares insights into PayPal's ambitious crypto strategy. He discusses the innovative choice of Solana for their stablecoin, emphasizing its speed and low fees. Regulation is a hot topic, with Desilva highlighting its impact on crypto integration into everyday transactions. The conversation also explores the future of cryptocurrency, stablecoins' role in mainstream adoption, and the aim of reaching one billion users, underscoring the need for community and education.

Sep 13, 2024 • 30min
Will Ethereum, Bitcoin, or Something Else be Money In The Onchain Economy w/ Kyle Reidhead
Kyle Reidhead, head of research at Milk Road, dives deep into the evolving landscape of money in crypto. He discusses the potential of wrapped Bitcoin, cbBTC, and its compatibility with Ethereum. The conversation uncovers how Ethereum is competing with Bitcoin and stablecoins, questioning if it will maintain its monetary role in the future. Reidhead also explores the commoditization of Ethereum and its implications for the on-chain economy, touching on Layer 2 solutions and the influence of decentralized finance.

Sep 12, 2024 • 28min
How to Guarantee You Make Profits This Crypto Cycle w/ Zeneca
In this insightful discussion, Zeneca, a crypto investor and educator who made 8 figures at the peak of the last cycle, shares vital strategies for maximizing profits in the unpredictable crypto market. He highlights the importance of selling at the right time to avoid missing out on gains and discusses the psychological challenges of investing during bullish trends. Zeneca also delves into effective tax management strategies and emphasizes the need for structured financial goal setting to enhance investment success.