Milk Road Crypto
The next crypto winners won’t be obvious until they’ve already run. Our job is to find them first. 5 episodes a week exploring the future of finance, the people building it, and the next big bull market. 🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs. Want to see what we’re buying next? Join Milk Road PRO for just $1: https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_crypto&utm_campaign=biolink
Geoffrey Kendrick: These 4 Altcoins Could Explode as Wall Street Moves Onchain
In this episode, Geoffrey explains why he believes tokenization is now “100% locked in,” why traditional finance is moving onchain, and how that shift could create massive opportunities across decentralized exchanges, lending, asset management, and Layer 2 infrastructure. We break down his highest-conviction altcoin picks - Uniswap (UNI), Aave (AAVE), Morpho (MORPHO), and Arbitrum (ARB) - and the logic behind some of Standard Chartered’s most aggressive long-term crypto price targets.
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🚨Want to see what John’s actually buying?
He just deployed a big chunk of his portfolio into alts, and Milk Road PRO members can see every move he’s making....
What Does the $100M Galaxy x Sky Deal Mean for the Future of DeFi?
In this episode of Milk Road Crypto, John Gillen sits down with Max Bareiss, Head of Lending at Galaxy, and Greg Feibus, Global Head of Capital Markets at Sky Frontier Foundation, to break down what the Galaxy-Sky partnership means for institutional DeFi. They explain why Galaxy is using sUSDS for treasury management, how yield-bearing assets could become institutional collateral, and why Sky wants sUSDS to function as an “onchain Treasury bill” for crypto markets.
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🚨Want to see what John’s actually buying?
He just deployed a big chunk of his portfolio into alts, and Milk Road PRO members can...
How Aztec Network Could Make Ethereum Privacy's Biggest Winner
In this episode of Milk Road Crypto, John Gillen sits down with Joe Andrews, co-founder and CEO of Aztec Labs, to break down the return of ZK.money, Aztec’s privacy-focused Ethereum Layer 2, and why programmable privacy could become one of the most important pieces of crypto infrastructure. Today, using Ethereum can expose your wallet balance, transaction history, counterparties, and financial activity to anyone. Aztec is betting that zero-knowledge proofs can change that, bringing private payments, private DeFi, identity verification, institutional finance, and eventually AI-powered transactions to Ethereum without giving up decentralization.
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Bitcoin’s Dip, Ethereum’s Breakout Setup & Altcoins Going Vertical
Bitcoin is pulling back after reclaiming a key long-term technical level - so is this just a healthy dip, or are the bears about to take control again? In today’s episode, John and LG break down the latest Bitcoin price action, why the recent weekly close still matters, and what would invalidate the bullish setup. They also dig into the growing macro risks facing markets, including rising bond yields, liquidity pressures, and why crypto may still be showing relative strength despite a shakier backdrop.
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🚨Want to see what John’s actually buy...
The Altcoins Best Positioned to Win This Bull Market
In this episode of Milk Road Crypto, Greg explains why crypto is entering a new “dispersion regime” where fundamentals, token design, revenue, unlocks, and value accrual increasingly determine which assets outperform, and which ones could keep falling even in a bull market. We break down how TAG Capital approaches crypto as a long/short fund, why shorting weak tokens helped drive performance during the bear market, and what Greg looks for when deciding whether a token is fundamentally mispriced.
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🚨Want to see what John’s actually buying?
He just deployed a big chunk of his portfolio...
The Perps Market Could Grow 100X - Here’s How Lighter Plans to Win
In this episode of Milk Road Crypto, John Gillen sits down with Trevor King, Head of Investor Relations and Growth at Lighter, to break down how the zero-fee, ZK-powered perpetual exchange plans to compete as crypto derivatives move toward mainstream and institutional adoption. Trevor explains why Lighter believes the total addressable market for perps could grow dramatically as U.S. regulation opens the door to traditional financial institutions, brokers, and fintech platforms. He also breaks down why distribution, not just technology, could become the defining competitive advantage against platforms like Hyperliquid.
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From Bitcoin to Hyperliquid: Crypto’s Next Phase Is Already Here
In this episode, John sits down with Eliezer Ndinga, Head of Research at 21Shares, to break down the changing crypto market, Bitcoin’s evolving role as a global macro asset, and why Hyperliquid could become one of the most important financial platforms in the industry. Eliezer explains why he believes Hyperliquid has the potential to become the second-largest crypto asset after Bitcoin, how 24/7 markets could reshape global price discovery, and why liquidity may give Hyperliquid a powerful advantage over both crypto-native and traditional competitors.
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🚨Want to see what John’s actually buyi...
When AI Agents Control Billions in Crypto, Where Will They Trade?
In this episode of Milk Road Crypto, John Gillen sits down with Louis Regis, founder and CEO of Proper, an onchain prop trading firm built on Hyperliquid, to explore how AI agents, automated trading, perpetual futures, prediction markets, and decentralized infrastructure could reshape the future of crypto markets. Louis explains why roughly one-third of Proper’s users are already agents or algorithmic traders, why bots may have an advantage when it comes to risk management, and why prop trading could become a powerful way to allocate capital to autonomous trading systems without putting large amounts of money at risk up...
Bitcoin at $86K: The Crypto Bull Market Is BACK
In this episode, LG Doucet and John Gillen break down why Bitcoin’s latest breakout could represent a major shift in market structure, why the failure of the CLARITY Act may have actually removed one of crypto’s biggest overhangs, and why sidelined capital could now start moving aggressively back into digital assets. They also explore what comes next for Bitcoin, Ethereum, and altcoins as risk appetite returns. John explains why tokens with real users, revenue, and direct value accrual, including projects using token burns, buybacks, reserves, and fee mechanisms, could become some of the biggest beneficiaries of the next...
Less Than 1% Is Onchain: Crypto's Biggest Opportunity Yet
In this episode, Karl explains why Optimism is betting on a future with potentially millions of chains, where financial institutions, exchanges, fintech companies, and major businesses operate their own customized Layer 2 networks. We break down why companies like Coinbase and Kraken are using the OP Stack, how institutional crypto adoption could accelerate, and what this new model could mean for Ethereum.
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🚨Want to see what John’s actually buying?
He just deployed a big chunk of his portfolio into alts, and Milk Road PRO members can see e...
Ethereum's Next Upgrade Could be The Most Bullish One Ever
Ethereum may already be becoming the settlement layer for tokenized finance. But before it can truly power global financial markets, one major problem still needs to be solved: speed. In this episode of Milk Road Crypto, we sit down with the team from ETH Labs to break down the push for a faster Ethereum, including Quick Slots, faster finality, L1-to-L2 interoperability, account abstraction, and what these upgrades could mean for ETH.
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🚨Want to see what John’s actually buying?
He just deployed a big chunk o...
The CLARITY Act Failed - What Happens to Crypto Now?
In this episode of Milk Road Crypto, John Gillen sits down with Ashley Ebersole to break down what the setback means for crypto investors, builders, tokenization, and the future of digital asset regulation in the United States. Ashley explains why the failure of the CLARITY Act may be more of a speed bump than an endpoint, how the SEC and CFTC could move forward without new legislation, and why regulatory rulemaking still matters even if it lacks the permanence of a law passed by Congress.
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🚨Want to see what Joh...
Raoul Pal: This Is the Setup Investors Wait Decades For
Raoul Pal joins Milk Road Crypto to explain why he believes crypto investors are being handed a rare opportunity: the chance to own the infrastructure that could power the emerging AI and machine economy. In this episode, Raoul breaks down his latest macro and crypto outlook, including why global liquidity, not individual Fed decisions, remains the key force driving Bitcoin, Ethereum, Solana and the broader crypto market. He explains why AI investment is currently absorbing enormous amounts of capital, what needs to change for crypto liquidity to accelerate, and why a weaker dollar could become an important catalyst for...
Dan Tapiero: Crypto Is Entering a Much Bigger Bull Market
Dan Tapiero, founder and CEO of 50T Funds, joins the show to explain why he believes the crypto market has already bottomed, and why the next phase of the digital asset bull market could be much bigger than investors expect. Dan breaks down the macro signals he believes marked the bottom for Bitcoin and Ethereum, including changes in the U.S. dollar, Treasury markets, gold, liquidity, and interest rates. He also explains why crypto prices can be in a bear market while the broader digital asset ecosystem, including stablecoins, real-world assets, prediction markets, decentralized exchanges, and perpetual futures, continues...
Wall Street Could Be the Catalyst DeFi Is Waiting For
In this episode of Milk Road Crypto, John Gillen sits down with Wyatt Khosrowshahi, investor at Castle Island Ventures, to break down the next phase of decentralized finance, tokenization, real-world assets, stablecoins, and the changing crypto investment landscape. Wyatt explains why DeFi may no longer have an infrastructure problem; it has an asset-quality problem. As more high-quality assets move onchain, from tokenized Treasuries and private credit to real estate and other yield-bearing products, DeFi could begin attracting a much stickier and more institutional pool of capital.
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🚨 John just bought 3 alts for the upcoming bul...
Bitwise: Tokenization Could Be the Biggest Crypto Trade of the Decade
Tokenization could become one of the biggest investment themes in crypto, and Bitwise believes the opportunity is only beginning. In this episode of Milk Road Crypto, Bitwise Head of Research Ryan Rasmussen and Research Analyst Ish Asad break down why tokenized assets, DeFi, stablecoins, and onchain finance could drive the next major phase of crypto adoption. We discuss why Bitwise believes Bitcoin may have already bottomed, why $100K BTC by year-end could be conservative, and why improving fundamentals could finally be catching up with crypto prices.
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🚨 John just bought 3 alts for the upcoming b...
Jordi Visser: The Biggest Bull Market Ever Will Come From AI + Crypto
Jordi Visser joins Milk Road Crypto to explain why his conviction in crypto has surged, and why he believes the setup for Bitcoin, Ethereum, Solana, and tokenized assets could be one of the strongest in years. Jordi breaks down the technical signal that changed his outlook on Bitcoin, why he believes crypto could grow into a $50–100 trillion asset class within five years, and how hundreds of trillions of dollars in traditional assets could eventually move onchain through tokenization.
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🚨 John just bought 3 alts for the upcoming bull market, and he’s already up 35% from the...
“We’re at the End of the Beginning” - Tokenization Is About to Get Much Bigger
Tokenization is moving from a crypto experiment to a potentially multi-trillion-dollar transformation of global financial markets. In this episode, Securitize co-founder and CEO Carlos Domingo joins us to explain what comes next for tokenized real-world assets (RWAs), why the industry could grow from tens of billions to trillions of dollars, and how stocks, Treasuries, private credit, and other traditional assets are moving onto public blockchains.
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🚨 John just bought 3 alts for the upcoming bull market, and he’s already up 35% from the bottom.
Catch his next call inside Milk Road PRO for just $1!
Crypto’s Next Big Rotation Is Already Underway
In this episode of Milk Road Crypto, John Gillen sits down with Katie Talati, Head of Research at Arca, to break down the biggest rotations happening across the crypto market, from the explosion of activity on Robinhood Chain to the battle between Uniswap and Aerodrome, Zcash’s massive privacy-driven rally, and the growing wave of token buybacks across DeFi.
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🚨 John just bought 3 alts for the upcoming bull market, and he’s already up 35% from the bottom.
Catch his next call inside Milk Road PRO for just $1!
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The Crypto Bull Market May Be Starting Earlier Than Anyone Expected
Bitcoin is breaking higher, crypto sentiment has rapidly flipped from fear to greed, altcoins are waking up, and capital is flowing back into DeFi. In this episode, we break down the signals suggesting the crypto market may have already turned, and why waiting for perfect confirmation could mean missing some of the biggest moves.
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🚨 John just bought 3 alts for the upcoming bull market, and he’s already up 35% from the bottom.
Catch his next call inside Milk Road PRO for just $1!
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🌐 Sca...
Nexo’s Big U.S. Comeback: Why Crypto Lending Is Booming Again
In this episode of Milk Road Crypto, John Gillen sits down with Neil Steinhardt, COO of Nexo US, to break down why crypto-backed lending is growing again, how Nexo survived the brutal 2022 crypto downturn, and why regulatory clarity could unlock a new wave of institutional capital. Neil explains why more crypto investors are choosing to borrow against their Bitcoin and digital assets instead of selling them, how Nexo manages risk during periods of extreme market volatility, and why the company is evolving beyond crypto lending into a broader digital asset wealth management platform.
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<...First ICOs, Then ETFs… This Could Be Crypto’s Next Capital Wave
What brings the next major wave of capital into crypto? After ICOs, stablecoins, and Bitcoin ETFs opened the door to institutional adoption, OKX Global Chief Commercial Officer Lennix Lai believes tokenization and AI agents could help drive the next evolution of the crypto market. In this episode, Lennix breaks down how tokenized stocks, real-world assets, and traditional finance are beginning to merge with DeFi, and why putting assets onchain could unlock entirely new financial products rather than simply recreate Wall Street on blockchain rails.
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🚨 John just bought 3 alts for the upcomin...
Bitcoin at $79K: Bottom Confirmed or One More Crash Coming?
Bitcoin has rallied back to $79,000, but is the bear market actually over, or is one final Bitcoin crash still coming? In this episode of Milk Road Crypto, John Gillen sits down with Michael Terpin to break down where Bitcoin sits in its market cycle and what could happen next. Michael now sees an 80% chance that Bitcoin’s June/July low marked the bottom. But that doesn’t mean BTC is heading straight to $100K. He explains why Bitcoin could retrace toward $70K, or even the $60Ks, before the next major phase of the bull market begins.
How Aerodrome Plans to Win the Race to Tokenize Everything
Tokenized stocks are officially arriving onchain, and Aerodrome wants to become the liquidity layer powering the next generation of financial markets. In this episode, we sit down with Alex Cutler, CEO and co-founder of Dromos Labs, the team behind Aerodrome, to break down Coinbase’s launch of tokenized stocks on Base and why he believes this could mark the beginning of a much bigger shift toward bringing global financial markets onchain.
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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see what we’re buying next? Join...
Wall Street Is Moving Onchain Faster Than Most Investors Realize
In this episode of Milk Road Crypto, John Gillen sits down with Jess Houlgrave, CEO of WalletConnect, to unpack what the data reveals about the massive shift happening onchain. WalletConnect connects roughly 700 wallets with around 80,000 applications and processed more than $207 billion in volume during the first half of 2026 alone. The biggest growth story? Institutions.
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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see what we’re buying next? Join Milk Road PRO for just $1!
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Tom Lee: The Next 5 Years of Crypto Will Be About Ethereum
In this episode of Milk Road Crypto, Fundstrat’s Tom Lee breaks down why he believes Ethereum is still “vastly, vastly undervalued”, and why the next five years of crypto could be defined by ETH, tokenization, AI agents, and Wall Street moving financial assets onchain. After Ethereum’s explosive rally and massive crypto short squeeze, Tom explains why he believes this could be the start of a much larger move rather than another temporary bounce. He also reveals why Bitmine has accumulated more than $14 billion worth of ETH, why it is targeting 5% of Ethereum’s total supply, and why he believe...
Bitwise Just Launched the Next Generation of Onchain Investing
Bitwise just launched Automated Token Portfolios (ATPs), a new way to access professionally designed investment strategies directly from a crypto wallet. Could this be the next evolution of asset management after ETFs? Ryan Rasmussen, Head of Research at Bitwise, joins Milk Road Crypto to break down the launch of ATPs, created in partnership with Coinbase and Glider. Ryan explains how these portfolios combine Bitwise’s investment strategies, Coinbase’s tokenized stocks infrastructure, and Glider’s onchain automation to give investors exposure to thematic portfolios including AI, robotics, and the Magnificent Seven plus SpaceX.
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Bitcoin Could Explode 50% in a Day If This Happens
Bitcoin just experienced the biggest short squeeze in crypto history, wiping out billions in short positions and sending BTC sharply higher. But is this the start of the next Bitcoin bull run, or does the market still need one major catalyst before it can break to new all-time highs? In this episode of the Milk Road Crypto, John Gillen sits down with Charles Edwards, founder of Capriole Investments, to break down Bitcoin’s latest rally, the return of institutional buying, ETF demand, critical BTC price levels, and what needs to happen for Bitcoin to enter a new phase of pr...
Ethereum Could Be the Biggest Winner of the Next Crypto Cycle
Bitcoin surged toward $80K as billions in short positions were liquidated, spot demand returned, and the market began questioning whether the crypto bottom is already behind us. But while Bitcoin is grabbing the headlines, Ethereum may be setting up for an even more important shift. In today’s episode, LG and John explore why ETH could be positioned to outperform Bitcoin, what the breakout from Ethereum’s decade-long trend against BTC could signal, and why tokenization, stablecoins, institutional adoption, and AI agents could become major long-term drivers of the Ethereum ecosystem.
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The Setup for a Massive Q4 Bitcoin Rally Is Here
Bitcoin is finally showing signs of life after months of sideways price action. BTC has broken above $72,000, Ethereum is surging, and billions of dollars in short positions have been squeezed. But is this the beginning of a new crypto bull market or just another rally that will fade? In this episode of the Milk Road Show, John Gillen sits down with former Coinbase Head of Institutional Research David Duong to break down the Bitcoin breakout, the macro setup for Q4, and why he believes the Bitcoin bottom may already be in.
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Is Ethereum About to Outperform Everything?
In this episode of Milk Road Crypto, Lucas joins John Gillen to break down the recent Bitcoin and crypto rally, whether the bear market is finally ending, and why his outlook on Ethereum has changed dramatically. Lucas explains why Ethereum today reminds him of Solana after the FTX collapse: sentiment is washed out, investors have capitulated, but the fundamentals underneath the network are improving. With Wall Street accelerating its move onchain, tokenized assets growing, and Ethereum refocusing its roadmap around L1 scaling, privacy, and long-term resilience, could ETH be significantly under-owned?
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Bitcoin Just Pumped… But Is the Bear Market Really Over?
In this episode of Milk Road Crypto, John Gillen sits down with Rob from Digital Asset News to break down the latest Bitcoin rally, whether BTC has already found its cycle bottom, and why Rob believes there could still be more pain ahead before the next major crypto bull market. Rob explains why Bitcoin’s 200-week moving average has historically been an important accumulation zone, how he adjusts his Bitcoin DCA strategy as prices fall, and why the four-year Bitcoin cycle still plays a major role in his investment strategy. He also discusses what a potential BTC bottom could lo...
Everyone Is Waiting for the Bitcoin Bottom… What If It Already Happened?
Bitcoin has been stuck around $64K for weeks, volatility has collapsed to historically low levels, and investors are still waiting for the next major move. But what if the Bitcoin bottom is already behind us? In this episode of the Milk Road Show, John Gillen sits down with Bitcoin onchain analyst Matt Crosby to break down what the latest Bitcoin data is actually telling us. Matt explains why several onchain indicators are flashing levels of capitulation and investor pain associated with previous Bitcoin bear market bottoms, and why waiting for BTC to fall to $50K or for an October...
Wall Street Is Locked and Loaded on Crypto… It’s Not If, It’s When
Crypto prices may still feel stuck, but behind the scenes, Wall Street’s commitment to digital assets is only getting stronger. In today’s episode of the Milk Road Show, LG Doucet and John Gillen break down why major financial institutions are continuing to deploy capital, resources, and attention into crypto despite the bear market, and why the disconnect between weak price action and improving fundamentals could be setting up a major opportunity.
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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see what we’re buying next? Join Milk Road PRO for just $1! ...
Figure May Have Found Crypto’s Killer Use Case
Figure Markets just delivered a massive Q2 earnings report, and the numbers suggest Wall Street may still be misunderstanding the company. In this episode of The Milk Road Show, John Gillen sits down with Milk Road analyst Martin to break down the bull case for Figure Markets, why its revenue and profits are growing so quickly, and how Figure is evolving from a specialty lender into a scalable financial marketplace built on blockchain infrastructure.
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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see what we’re buying next? Join Milk Road PRO for j...
Matt Hougan: Crypto Is Down 50%… Wall Street Is ALL-IN
Is the Bitcoin bottom already in, or does crypto have another leg lower before the next bull run? In this episode of the Milk Road Show, Bitwise CIO Matt Hougan joins John Gillen to explain why Bitcoin’s unusually quiet price action could actually be a bullish signal, and why institutional crypto adoption continues to accelerate despite the bear market. Matt breaks down why “bear markets die in apathy,” what Bitcoin’s resistance to bad news could be telling investors, and whether waiting for a widely anticipated October bottom could be a mistake. He also explains how he thinks about bu...
Solana Usage Is Exploding... When Will SOL Follow?
Solana network activity is surging, onchain trading continues to grow, and major infrastructure players are building for the next generation of crypto markets. So why hasn’t the price of SOL reflected that growth? In this episode of The Milk Road Show, John Gillen sits down with Rebecca Rettig, Chief Legal Officer and Chief Operating Officer at Jito Labs, to break down what’s really happening across the Solana ecosystem, why network fundamentals and SOL price action may be disconnected, and how Jito is positioning itself for the future of onchain finance.
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Bitcoin Miners Just Found a Way to 10x Their Business
In this episode of The Milk Road Show, we sit down with Matthew Sigel, Head of Digital Assets Research at VanEck, to break down why Bitcoin miners are increasingly becoming AI infrastructure and data center plays. Matthew explains why AI compute can generate significantly more value from electricity than Bitcoin mining, how VanEck values these companies, and why the recent selloff pushed him to double down on some of his highest-conviction positions.
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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see what we’re buying next? Join Milk Road PRO for just $1...
The Bitcoin Setup Nobody Wants to Believe
Is Bitcoin quietly building the foundation for its next bull market? In today’s episode of the Milk Road Show, we break down where Bitcoin sits in the current market cycle, why price action has been unusually quiet, and what could trigger the next major move. Is this just another bear market rally, or is Bitcoin forming a long-term bottom while most investors remain on the sidelines?
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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see what we’re buying next? Join Milk Road PRO for just $1!
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The AI Revolution Could Make Crypto Unstoppable
In this episode of the Milk Road Show, we sit down with Lincoln Murr, AI Product Lead at Coinbase, to explore why the intersection of artificial intelligence and blockchain could become the next major catalyst for the crypto industry. We dive into Coinbase’s vision for agentic finance, where AI agents can trade, manage portfolios, make payments, and interact with onchain applications autonomously.
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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.Want to see what we’re buying next? Join Milk Road PRO for just $1!
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🌐 Ready for the next...
