The Milk Road Show

In this episode, we sit down with Kash Dhanda, CEO of Jupiter, one of the largest DeFi platforms in the Solana ecosystem, to break down what’s really happening in crypto right now. Despite a brutal bear market and global macro uncertainty, crypto fundamentals may be stronger than ever. Solana is processing billions of transactions, stablecoin activity is booming, and DeFi platforms are generating real revenue. So why hasn’t the mar...

In this episode, we sit down with Sam Callahan, Director of Strategy at Orange BTC, to break down why the current macro environment may be the perfect backdrop for Bitcoin’s long-term thesis. Sam explains his viral idea that “fiat steals your time”, and why Bitcoin could be the first monetary system designed to preserve the value of human labor.

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In this episode of the Milk Road Show, LG sits down with Nic Roberts-Huntley, CEO of Blueprint Financial, to unpack what’s actually going on beneath the surface of the crypto market. While headlines focus on price swings and macro uncertainty, billions of dollars are flowing into crypto infrastructure, DeFi platforms, and institutional trading systems.

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In this episode of The Milk Road Show, we break down why crypto, stablecoins, and blockchain payments may become the financial infrastructure powering the AI economy. Joining us today is Tom Schmidt, General Partner at Dragonfly, one of the most respected venture capital firms in crypto. Tom shares how top investors are thinking about the intersection of AI and crypto, why stablecoins could become the payment rails for AI agents, a...

In today’s episode of The Milk Road Show, Arthur Hayes breaks down a bold macro thesis: historically, when geopolitical tensions rise and oil prices spike, the Federal Reserve responds with liquidity. If the U.S.–Iran conflict drags on, government borrowing could surge, and the Fed may be forced to step in with rate cuts or quantitative easing.

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In today’s episode of The Milk Road Show, we sit down with Peter Smith, Founder & CEO of Blockchain.com, to break down the current crypto market, the Clarity Act update, AI’s impact on digital assets, and whether Bitcoin is setting up for its most painful move yet. Peter argues there’s roughly a 65% probability that the yearly low is already in, but warns that the next move could shock the majority of investors.

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In this episode of The Milk Road Show, Coinbase’s Head of Institutional Research, David Duong, explains the  forces controlling Bitcoin’s price right now, from options market “gamma” levels to institutional positioning, liquidity conditions, and macro headwinds. Why do rallies keep failing? Why doesn’t bullish news move the market? And what could trigger the next explosive move up or down?

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In this episode of The Milk Road Show, Matt Hougan and Ryan Rasmussen break down why institutions are turning bullish, how stablecoins are reshaping global finance, and why the current bear market could be setting up the next major crypto rally. Despite negative sentiment, outflows, and fears around AI disruption and regulation, adoption continues to accelerate. From BlackRock’s push into tokenization to Big Tech exploring stableco...

In today’s episode of The Milk Road Show, Ran Neuner (Founder of Crypto Banter) joins us to break down the biggest narrative shift in crypto right now, why Bitcoin may have lost its store-of-value story, what that means for the market, and whether this is just a temporary setback… or something much bigger. We dive into the growing decoupling between Bitcoin and gold, why institutions may be hesitating, how energy demand from AI is ...

In this episode of The Milk Road Show, John Gillen joins us to unpack the viral “2028 AI crisis” narrative shaking markets and explain why the long-term impact of artificial intelligence could be massively bullish for crypto, especially Ethereum. While fear spreads about job loss, software disruption, and economic upheaval, the fundamentals tell a different story. We explore how AI agents, autonomous economies, and exploding capita...

In today’s episode of The Milk Road Show, we sit down with Austin Reid, one of the largest crypto prime brokerages in the world, to unpack what’s really happening behind the scenes as Wall Street quietly builds exposure to Bitcoin and digital assets. While retail investors panic, global banks, asset managers, and hedge funds are setting up the infrastructure to deploy capital into crypto through ETFs, regulated derivatives, credit ...

In this episode of the Milk Road Show, Kyle Reidhead breaks down why today’s crypto downturn is not a classic bear market… and why smart money may be allocating right now while retail sits on the sidelines. With institutions waiting for regulation, retail distracted by AI stocks, and massive global capital flowing elsewhere, crypto faces a demand vacuum, not a collapse.

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In this episode of The Milk Road Show, we break down what’s really happening in the crypto market as Bitcoin struggles in a clear downtrend and volatility shakes investor confidence. Pro trader Koroush joins the show to explain why price action still points lower, the key Bitcoin levels to watch, and why most retail investors lose money by confusing investing with trading.

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In this episode of the Milk Road Show, we break down Coinbase’s latest earnings report and explain why the market may be completely mispricing the company. While headlines focused on a reported net loss, the deeper story tells something very different. When you strip out unrealized crypto losses from Coinbase’s balance sheet, the core business remains profitable and continues to generate hundreds of millions in adjusted earnings.

In today’s episode of the Milk Road Show, LG sits down with Jason from Delphi Digital to break down the real forces behind the market downturn, from aggressive Binance spot selling to slowing ETF inflows and early Bitcoin holders quietly taking profits.

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In this episode of the Milk Road Show, we sit down with Jeff Dorman (CIO of Arca) to break down what’s happening in crypto right now, and why obsessing over the Bitcoin price might be causing investors to miss the biggest opportunities in the market. Was the recent crypto selloff actually a crypto problem? Or was it macro funds and TradFi deleveraging spilling into Bitcoin? Jeff explains how CME basis trades, ETF flows, and cross-a...

In this episode of The Milk Road Show, John Gillen breaks down what’s really happening beneath the surface. Is this simply the four-year cycle playing out, or are broader macro forces driving this selloff? We dive into liquidity conditions, inflation data, capital flows, and the growing disconnect between price and fundamentals. While sentiment is collapsing, institutions are making moves. BlackRock is entering DeFi through Uniswap...

In this episode of The Milk Road Show, Jamie Coutts breaks down the warning signals that flashed before the recent Bitcoin top, the capitulation metrics forming now, and what a true bottoming process actually looks like. From bearish momentum divergence to liquidity dynamics and collapsing altcoin breadth, we unpack the data behind the drawdown.

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In this episode, Matt Hougan (Bitwise CIO) breaks down why the bear market may have quietly begun in January 2025, long before the recent Bitcoin selloff. We analyze the real causes behind the February 5th crash, the role of institutional ETF flows, OG Bitcoin selling, the four-year cycle, and why “no bid” markets fall fast.

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