The Milk Road Show

Kyle Reidhead, Milk Road Head of Research, discusses the different narratives and use cases of Bitcoin vs Ethereum, why Ethereum's complexity is a bullish sign, and shares insights on ETH price predictions and portfolio allocation. The podcast explores the debut of the ETH ETF in the US, defines Ethereum as a decentralized app store/world computer/ultrasound money, delves into portfolio allocation in a bull market, and analyzes Ethereum's price targets and stabilization post-peak.

Crypto legend Lark Davis discusses Ethereum's future, including the ETH ETF launch, ultrasound money concept, layer-2 solutions, price predictions, and portfolio strategies. They also touch on the deflationary mechanism of Ethereum, beta plays, layer two tokens, market reactions to political news, and Mt. Gox Bitcoin transfer.

Arkham Intelligence CEO, Miguel Morel, shares how onchain analysis helps investors find alpha, avoid scams, and understand crypto market trends. Real-time data's importance and Arkham's Intel Exchange are explored, offering unique insights and data access for informed decision-making.

WonderFi CEO Dean Skurka discusses institutional adoption in crypto, WonderFi's 3-month plan to buy millions in Bitcoin and Ethereum, and the launch of an L2. Topics include institutional money flows, public companies buying Bitcoin and Ethereum, and the potential for Ethereum in corporate treasuries and ETFs.

The CEO of Blackrock endorses Bitcoin, sparking market excitement. Zeneca discusses portfolio strategy for upcoming bull run. Details on launch date of Ethereum ETF and how it affects ETH's price.

Cryptocurrency expert Lark Davis discusses major crypto market catalysts for 2024 including Bitcoin's supply squeeze, post-halving dynamics, and the return of FTX funds. They delve into potential ETF impacts, rate cuts, and positive market catalysts with a focus on investor preparedness.

Matt Hougan, CIO of Bitwise, discusses the potential impact of the ETH ETF on Ethereum's price, predicting massive inflows and a surge in price. He also talks about the comparisons with Bitcoin ETFs, ownership trends of Bitcoin and Ethereum ETFs, predictions for the crypto market, and positive long-term outlook for crypto investments.

Head of Growth Raoul shares insights from Europe's biggest Ethereum conference, ETHCC, discussing onchain app development, user experience in crypto, and price predictions. Dive into the world of crypto with this episode!

The US economy is showing signs of cooling down, but the crypto market is heating up! Today, we break down the latest economic news with Milk Road's Head of Research, Kyle Reidhead, and explore why this could be HUGE for stablecoins and the future of crypto. Here’s what you’ll learn in this episode: How the latest CPI inflation numbers could signal a bullish run for crypto. Why falling interest rates could lead to a surge in stablecoin adoption. The inside scoop on the "race for stablecoins" and which blockchains are winning. 🤝 HELP US GROW 🤝 Subscribe to our YouTube channel Agoric Early Access Program: ⁠https://agoric.com/eap/ 🥛 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/pod-pro⁠⁠⁠⁠⁠⁠⁠⁠ ✊ 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 00:40 - What did Jerome Powell said? 01:20 - What happened with the inflation numbers? 04:40 - What to expect when these cuts happen? 06:25 - How all of these will affect crypto? 12:00 - What's happening with stablecoins? 20:33 - Agoric 21:00 - Goldman Sachs

Are you ready for the next leg up? In this episode, we sit down with Zeneca, who rode the last bull market to a cool $20 MILLION portfolio. Zeneca reveals his portfolio reallocation strategy as he prepares for the next bull run. Here's what you'll learn: Zeneca's current market thesis and why NOW is the time to make moves. The percentage breakdown he's targeting for ETH, Bitcoin, and Solana. Essential tips for navigating the FOMO and avoiding costly mistakes. 🤝 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/pod-pro⁠⁠⁠⁠⁠⁠ ✊ 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 01:13 - Why is it time to make major moves? 04:35 - What's Zeneca's allocation towards majors? 07:00 - Zeneca's take on each major 11:50 - What will Zeneca do with other coins? 15:30 - How do you handle the euphoric stage? 17:36 - How do you liquidate dead NFTs? 22:57 - Vitalik Buterin at Eth CC