March 20, 2025

#423: Kyle Reidhead, Co-Owner of Milk Road, on The Current Crypto Market, "The Fat App" Thesis, and Coinbase Becoming a Trillion Dollar Company by 2030

38 minutes

Kyle Reidhead is Co-Owner & Head of Research at Milk Road, a leading crypto investing media company, and Founder of Impact3, a crypto-native marketing agency helping top protocols and brands in crypto grow.

In this conversation, we discuss:
- Current market sentiment - short-term pain for long-term gain
- The market isn’t as bad as it seems
- The USA needs to refinance their trillions of debt and they want lower interest rates
- Trump is trying to cause a fake recession
- "The Fat App" thesis
- All the L1s are lowering their prices
- Analyzing the business cycle
- Kyle’s thesis around Coinbase becoming a trillion-dollar company by 2030
- DeFI
- AI agents

Milk Road
Website: milkroad.com
X: @MilkRoadDaily
Instagram: @milkroaddaily

Kyle Reidhead
X: @KyleReidhead
LinkedIn: Kyle Reidhead

---------------------------------------------------------------------------------

This episode is brought to you by PrimeXBT.

PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance.

Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.

PrimeXBT is running an exclusive promotion for listeners of the podcast.

After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions.

Code: CRYPTONEWS50

This promotion is available for a month after activation. Click the link below:

PrimeXBT x CRYPTONEWS50

...more