The Milk Road Show

In this conversation with Matt Luongo, the founder of Thesis and CEO of Mezzo, listeners dive into innovative strategies for leveraging Bitcoin. He reveals how to generate yield while retaining ownership of Bitcoin and discusses its evolution from a payment method to an investment tool. Matt also highlights emerging trends in Bitcoin-backed lending, detailing a successful platform that has issued $4.5 million in loans. The podcast emphasizes the importance of navigating DeFi and provides insights on Bitcoin’s future in financial markets.

Join Julio Moreno, the Head of Research at CryptoQuant, as he unveils why Bitcoin's current pause might be the calm before a Q4 storm. He discusses on-chain data, revealing how whale behavior could influence market trends. Julio also shares insights on the Profit Pause model and the potential impact of ETF flows. Plus, he weighs in on Ethereum's performance, hinting that it might have peaked already, and explores the exciting possibility of an upcoming altseason. Get ready for a deep dive into the future of Bitcoin and digital assets!

Join Jason Urban, Head of Global Trading at Galaxy Digital and former Goldman Sachs expert, as he discusses the surge of institutional investments in crypto. He reveals why major players are diving into Bitcoin, Ethereum, and Solana. Jason shares insights on digital asset treasuries and the tokenization of assets. Explore how institutional interest is reshaping market dynamics and could lead to Bitcoin’s price soaring to new heights. He emphasizes the transformative potential of cryptocurrencies and the evolving relationship between traditional finance and the digital asset world.

Brian Rudick, Chief Strategy Officer at Upexi and crypto finance expert, dives into the intriguing world of Solana. He discusses why institutional investors are increasingly favoring SOL over Bitcoin, exploring its advanced tech and unique value dynamics. The conversation highlights the valuation mechanics of crypto assets, benefits of locked tokens, and the growing trend of treasury companies in the crypto market. Rudick also shares his insights on the competitive landscape between Solana and Ethereum, raising questions on future price predictions and market adaptability.

Elliot Chun, a Wall Street veteran and crypto M&A expert, presents a compelling argument for why the Crypto Core—emerging, publicly traded crypto-native companies—may soon outshine the Magnificent Seven. He discusses the fascinating roles of Bitcoin and Ethereum, the risks of celebrity-backed crypto tokens, and the importance of financial literacy in navigating the ever-shifting crypto landscape. Chun emphasizes long-term strategies and potential rewards while shedding light on systemic risks like Tether and the impact of quantum computing on Bitcoin security.

David Duong, Head of Research at Coinbase, dives deep into the current crypto landscape. He analyzes the Federal Reserve's policies and their potential impact on rate changes and market dynamics. Duong highlights rising institutional interest in Ethereum and its implications for retail investors. He delves into the anticipated altcoin season, discussing macroeconomic signals and liquidity trends. Get ready for insights on Ethereum's trading volumes and strategies for navigating the evolving crypto market!

Ian De Bode, Chief Strategy Officer at Ondo Finance, delves into the world of tokenized stocks, presenting them as a potential game changer in global finance. He discusses how bringing traditional equities like $AAPL and $TSLA on-chain could increase accessibility for global investors and enhance liquidity. The conversation highlights the launch of the Ondo Global Markets Platform, which offers instant liquidity for tokenized assets. Ian also emphasizes the intersection of blockchain and traditional finance, paving the way for a revolution in investing.

Joshua Frank, Co-founder and CEO of The Tie, dives into the current bullish trends in crypto, likening them to the 'seventh inning' of a baseball game. He discusses the rapid rise of Digital Asset Treasuries and highlights the risks tied to them. Frank offers insights on Ethereum's fluctuating fundamentals and market dynamics. He emphasizes the importance of informed investment strategies and navigating the evolving landscape, including the interplay of traditional finance and crypto innovations.

In this discussion, Eric Jackson, founder of EMJ Capital and an expert in tech investments, reveals how he harnesses AI to find overlooked opportunities in the market. He outlines five high-conviction investments, including Ethereum and DeFi Technologies, while explaining their potential for significant returns. Eric shares insights on the evolution from traditional investments to on-chain assets and highlights the transformative role of cryptocurrency in finance. Tune in for his thoughts on market cycles, trading strategies, and the future of digital finance.

Charles Edwards, founder of Capriole Investments, shares his insights into Bitcoin's current bull run. He discusses how over 150 treasury companies, including MicroStrategy, are shifting their strategies to include Bitcoin as a core asset. The conversation dives into the macroeconomic forces propelling institutional demand for Bitcoin, how quantitative analysis can forecast trends, and the evaluation metrics influencing these companies. With an eye on potential record highs, Charles emphasizes the critical role of adaptive investment strategies in this volatile landscape.