The Milk Road Show

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!

David Duong, Head of Institutional Research at Coinbase, brings his expertise to the conversation on institutional market trends. He dives into the intriguing results of Coinbase's Q4 Crypto Survey, highlighting the perspectives of institutional versus non-institutional investors. Duong discusses Ethereum's potential for a price surge, the growth of prediction markets like Polymarket, and the overarching influence of macroeconomic factors on the market. He also touches on the ongoing themes of de-dollarization and the debasement trade, illuminating key insights for crypto enthusiasts.

Arthur Hayes, co-founder of BitMEX and CIO of Maelstrom, dives into the potential of a monumental crypto bull run influenced by global monetary policies. He discusses how recent political events triggered market volatility and warns traders about leverage risks. Hayes emphasizes that the return of quantitative easing might ignite a supercycle in crypto, predicting Bitcoin could hit $250k and ETH reach $10k. He also touches on the importance of monitoring political statements as key market indicators and suggests practical strategies to safeguard investments.

Benjamin Cowen, a quantitative crypto analyst and founder of Into the Cryptoverse, discusses the current crypto landscape. He reveals why many altcoins continue to decline and highlights that Ethereum reaching $5K is a crucial yet overlooked signal for an altseason. Cowen analyzes historical cycles and emphasizes the importance of Bitcoin's and Ethereum's performance for future market movements. He predicts a potential altseason around early November while cautioning against complacency in a volatile market.

Kyle Reidhead, Head of Research at Milk Road, and macro expert John Gillen delve into the recent liquidation cascade in crypto. They explore why Ethereum remains resilient and the potential for it to reach new all-time highs soon. Institutional buying and upcoming network upgrades are pivotal factors. The discussion also touches on the sustainability of retail versus institutional flows in driving price increases. With predictions spanning from November to December for ETH's peak, the conversation is packed with insights and optimism for the crypto market's future.

Matt Hougan, Chief Investment Officer at Bitwise, and Ryan Rasmussen, Head of Research, share compelling insights on Solana's potential explosive growth. They discuss how Solana is becoming a darling among institutions due to a unique triple catalyst setup involving stablecoins, treasury dynamics, and expected ETP flows. The duo also analyzes the impact of recent market reactions, the drivers for Bitcoin's price surge, and how innovations in ETF products could reshape crypto investments. Tune in to discover why now might be the perfect time to watch Solana!

In this discussion, David Schamis, a Wall Street veteran and founder of a private equity firm, passionately argues that Hyperliquid's HYPE token is one of the most undervalued assets in crypto. He dives into why its unique volatility and revenue model create a compelling investment opportunity. David also reveals the details of an impressive $888M deal structure aimed at acquiring HYPE, highlights the challenges of its absence from major exchanges like Coinbase, and envisions a future where traditional assets migrate to on-chain trading via Hyperliquid.

In a fascinating discussion, Kix reveals why prediction markets could become the standout crypto opportunity of 2025. He draws parallels to last year's AI craze, emphasizing the potential for low-cap tokens. The conversation covers the importance of mainstream awareness and VC interest, with insights into existing tokens like SX and Overtime. Kix also shares a strategic approach to investing, cautions about market signals indicating mania, and highlights the lasting relevance of prediction markets beyond the hype.

James Lavish, co-founder of the Bitcoin Opportunity Fund, dives into the potential for Bitcoin to soar as the debasement trade gains traction among institutions. He discusses why major firms like JPMorgan are betting on Bitcoin, the implications of liquidity returning to markets, and how this bull run feels different from past cycles. Lavish also highlights the importance of regulatory shifts and how Bitcoin could combat financial nihilism, offering hope for value preservation in uncertain times.