The Milk Road Show

The Milk Road Show
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14 snips
Jun 9, 2025 • 36min

The $260B Crypto Opportunity (And How to Invest in It) w/ Sam Broner

Sam Broner, an investor at a16z with expertise in stablecoins and real-world assets, dives into the significance of stablecoins in the investment landscape. He discusses Circle's impactful IPO and how stablecoins are reshaping traditional finance by challenging giants like Visa and Mastercard. Broner highlights the complexities of navigating this space, the necessity for regulatory clarity, and the potential for stablecoins to improve global payments. With rising adoption, he emphasizes their transformative power in both developed and developing economies.
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11 snips
Jun 6, 2025 • 48min

The Biggest Bubble in Crypto Is Coming w/ Rizzo

In this discussion, Pete Rizzo, a Bitcoin historian and host of the Supply Shock podcast, shines light on the emerging trend of Bitcoin treasury companies poised for an IPO boom. He unpacks how companies are increasingly viewing Bitcoin as a corporate asset, comparing it to past asset bubbles. The chat navigates the evolving regulatory landscape, risks tied to speculative investments, and the potential for global opportunities in crypto, especially in Japan. Rizzo’s insights offer an exciting perspective on a possibly looming bubble in the crypto market.
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14 snips
Jun 5, 2025 • 49min

Mark Yusko Reveals How to Build a Bulletproof Crypto Investment Portfolio

Mark Yusko, a legendary macro investor and the mastermind behind Morgan Creek Capital, shares his candid insights on the crumbling fiat system and the importance of Bitcoin as a safe haven. He discusses the implications of rising global debt and the inevitability of a currency collapse. Yusko explores essential strategies for navigating Bitcoin investment, corporate treasury usage, and the potential of micro-cap blockchain companies. He also emphasizes the significance of a diversified portfolio in mitigating risks in today’s volatile market.
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13 snips
Jun 4, 2025 • 51min

How One Company Is Using Solana to Outperform Bitcoin Treasuries w/ Leah Wald & Max Kaplan

Leah Wald, CEO of SOL Strategies, and Max Kaplan, its CTO, dive into the compelling world of Solana as a crypto treasury strategy. They highlight how their firm leverages Solana's infrastructure and validator operations to outperform traditional Bitcoin models. The duo discusses the emotional landscape of crypto investing and shares insights on the unique economic benefits of using native staking. With a focus on tokenizing shares and user-friendly applications, they unveil a promising future for Solana amidst evolving market dynamics.
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7 snips
Jun 3, 2025 • 43min

America's Debt Crisis Will Lead to a Mega Asset Boom w/ Lawrence Lepard

Lawrence Lepard, a legendary investor and sound money advocate, delves into the looming U.S. debt crisis and its potential to trigger a massive asset boom, focusing on hard assets like Bitcoin and gold. He critiques the current Keynesian economic model and discusses how escalating government debt affects investors. Lepard emphasizes the importance of sound money investments to protect against inflation. As economic challenges rise, he suggests a significant monetary policy shift may be on the horizon, advocating for personal responsibility in investment decisions.
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23 snips
Jun 2, 2025 • 40min

The Bitcoin Floodgates Are About to Open w/ Olivier Roussy Newton

In this engaging discussion, Olivier Roussy Newton, CEO of DeFi Technologies and a Bitcoin pioneer, reveals how sovereign wealth funds and central banks are preparing to dive into Bitcoin. He highlights the evolving investment trends and the cautious optimism of institutional players in emerging markets. Olivier also introduces a revolutionary yield-bearing Bitcoin product that offers a remarkable return without selling. Plus, he discusses the competitive rise of Ethereum and Solana and the looming threats posed by quantum computing on Bitcoin's security.
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6 snips
May 31, 2025 • 59min

Ethereum Gets a MicroStrategy + Bitcoin Arms Race Begins w/ Milk Road PRO

Corporate Bitcoin investments are on the rise, with Trump Media making a $2.5 billion splash. Ethereum is vying to be a reserve asset, backed by a new $425 million strategy. Meanwhile, innovative projects like Kato AI are enhancing user interaction in the crypto sphere. The discussion dives into the competitive landscape, emerging trends, and investment risks, all while fostering community engagement. Plus, there's a chance to win two Tesla Cybertrucks in an exciting contest!
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May 30, 2025 • 49min

Bitcoin Is Winning the Macro Game w/ Coinbase Head of Research David Duong

David Duong, Head of Research at Coinbase, shares insights on Bitcoin's rise as the ultimate macro asset amid global economic tensions. He discusses the impact of $5B in FTX repayments on the market and how geopolitical factors shape Bitcoin's valuation. Duong highlights Bitcoin's evolving role as a store of value against inflation and explores how corporations are integrating cryptocurrencies into their treasury strategies. The conversation also touches on the future of blockchain technology and the resilience of meme coins in the current crypto landscape.
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7 snips
May 29, 2025 • 47min

The US Treasury's Next Move Will Inflate Everything w/ Craig Shapiro

Craig Shapiro, a macro strategist at the Bear Traps Report with over 20 years in finance, dissects the U.S. cash crunch and what it means for the Treasury. He explores how recent court rulings on tariffs could affect economic strategies and job growth. The discussion shifts to the complexities of U.S. Treasury strategies amid inflation and changing international investment patterns. Shapiro emphasizes the importance of understanding market dynamics and consumer sentiment for making informed investment decisions.
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10 snips
May 28, 2025 • 47min

Bitcoin Dominance + Is Altcoin Season Already Over? w/ Carl Vogel

Carl Vogel, General Partner at 6th Man Ventures and crypto expert, delves into the shifting landscape of cryptocurrency. He discusses Bitcoin's increasing dominance and what might be driving its surge, while pondering if altcoin season is nearing its end. The conversation also highlights innovations in Solana, particularly its groundbreaking transaction finalization system. With macroeconomic trends influencing crypto investments, Vogel sheds light on the opportunities and challenges ahead for investors in this dynamic market.

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