Milk Road Crypto

Are you tired of watching your crypto portfolio get decimated? In this episode, we reveal why so many investors are making the same portfolio allocation mistakes and how to fix them now. Kyle Reidhead breaks down why simply holding major cryptocurrencies like Bitcoin and Ethereum can outperform risky altcoins and shares his high-conviction trades for 2025. Also, we get into Coinbase earnings and why Kyle's calling it the Super Bowl of crypto.

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💼 Want to put your brand in front of the 300k of the coolest crypto people in the industry? Apply to Sponsor Milk Road

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🎟️ Get 15% discount to one of the most influential events in crypto using the code "MILKROAD":

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🎙 GUEST INFO 🎙

Kyle:⁠https://x.com/KyleReidhead⁠

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⏱ TIME POINTS ⏱

00:00 - Intro

02:34 - Why so many people are getting wrecked right now?

13:54 - The importance of risk management

17:41 - Should you sell altcoins at a loss to invest in majors?

19:40 - Why Coinbase reports are like the Super Bowl for crypto?

25:56 - Kyle's prediction for $COIN in 2025

29:10 - Can $COIN be considered a major?

30:09 - Kyle's take on Tesla

41:20 - Kyle's thought on the CPI print

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

Market sentiment plummeted, leaving many wondering if the bull cycle is gone for good. Fear and greed indexes are flashing red, and liquidations are piling up. But is this really the end, or is opportunity knocking? Today on The Milk Road Show, we navigate the frosty landscape with Lark Davis and uncover the potential catalysts that could reignite the market.

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🥛 Get smarter about crypto with our daily newsletter:

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💸 Get your pain-free crypto portfolio GUIDE for 2025:

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💎 Get our expert token ratings with the Milk Road PRO token center:

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~~~~~

💼 Want to put your brand in front of the 300k of the coolest crypto people in the industry? Apply to Sponsor Milk Road

⁠⁠https://out.milkroad.com/advertise⁠⁠

🎟️ Get 15% discount to one of the most influential events in crypto using the code "MILKROAD":

⁠⁠⁠https://out.milkroad.com/ConsensusHK2025Podcast⁠⁠⁠

~~~~~

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⁠⁠⁠https://out.milkroad.com/Cryptocom2025Podcast⁠⁠⁠

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📺 Recommended Watching 📺

2025 Crypto Investment Thesis: How to Capture Fundamentals and Pumpamentals w/ Ryan Watkins

https://youtu.be/kLTw4kvZrZ8

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🎙 GUEST INFO 🎙

Lark Davis' X:⁠https://x.com/TheCryptoLark⁠

Lark Davis' YouTube:⁠https://www.youtube.com/@TheCryptoLark⁠

Lark Davis' Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thewealthmastery.io/subscribe/subscribe-tw-organic/

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⏱ TIME POINTS ⏱

00:00 - Intro

01:29 - Is it the top or the bottom?

09:21 - Bullish signals versus bearish sentiment

16:34 - Market short-term expectations

22:16 - Crypto.com

22:56 - Is this cycle different?

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

Bitcoin is on a roll! Japan is lifting its ban, US states are stocking up, and even universities are joining the party. But amidst the Bitcoin craze, something strange is brewing... Ethereum is facing the largest short ever. What's the deal? Are we witnessing market manipulation or is ETH truly losing its footing? We get into this dichotomy, exploring the contrasting sentiments between fearful retail investors and bullish institutions.

~~~~~

🥛 Get smarter about crypto with our daily newsletter:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/newsletter-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

💸 Get your pain-free crypto portfolio GUIDE for 2025:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://milkroad.com/subscribe/get-the-guide/?utm_medium=audio&utm_source=podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

💰 Go PRO and become a better investor with the #1 crypto research and analysis:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/pro-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

💎 Get our expert token ratings with the Milk Road PRO token center:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Token-Center-Pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

💼 Want to put your brand in front of the 300k of the coolest crypto people in the industry? Apply to Sponsor Milk Road

⁠https://out.milkroad.com/advertise⁠

🎟️ Get 15% discount to one of the most influential events in crypto using the code "MILKROAD":

⁠⁠https://out.milkroad.com/ConsensusHK2025Podcast⁠⁠

~~~~~

💳 Get up to 8% back with Crypto.com Visa card:

⁠⁠https://out.milkroad.com/Cryptocom2025Podcast⁠⁠

~~~~~

✊ Follow Milk Road on Social Media:

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👉 Apple Podcasts:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.milkroad.com/apple-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

~~~~~

📺 Recommended Watching 📺

Why Crypto Is the Biggest Financial Opportunity in Our Lifetime w/ Dan Tapiero

https://youtu.be/f6BnBvtolAw

~~~~~

🎙 GUEST INFO 🎙

Carl Vogel's X:⁠https://x.com/CarlKVogel⁠

6th Man Ventures' X:⁠https://x.com/6thManVentures

~~~~~

⏱ TIME POINTS ⏱

00:00 - Intro

02:04 - Bitcoin market overview

08:00 - Ethereum historical short

11:45 - The dichotomy between institutional investors and retail

18:04 - Crypto.com

18:42 - What has been happening with memecoins ($CAR & $JAILSTOOL)

27:25 - Solana's stablecoin TVL flipped Solana's memecoin TVL

29:07 - Carl's take on Ondo

33:42 - Is now an opportunity to buy altcoins?

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

The world's changing fast. How do you protect your assets and succeed in this chaotic landscape? Today on The Milk Road Show, we crash again the Milk Road PRO team meeting to uncover the ultimate high-return, low-risk portfolio strategy for 2025. Is it all in on Bitcoin? Doubling down on tech? Or is there a secret sauce to navigating the ups and downs?

~~~~~

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~~~~~

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~~~~~

🎙 GUEST INFO 🎙

Kyle:https://x.com/KyleReidhead

Martin:https://x.com/m0xt_

Adrian:https://x.com/0xadriandefi

~~~~~

⏱ TIME POINTS ⏱

00:00 - Intro

02:00 - Adrian's portfolio strategy

07:46 - Martin's portfolio strategy

09:49 - Jay's portfolio strategy

11:42 - Kyle's portfolio strategy

21:09 - Is real estate a good investment

24:58 - Why does Adrian want to keep owning cash?

26:50 - The coming of stocks onchain

30:14 - Milk Road PRO takes on AI

41:39 - What sectors can outperform this cycle?

01:02:36 - Final thoughts

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

The crypto world is a wild west of memecoins and institutional bets. Are you feeling lost in the noise? Ryan Watkins, co-founder of Syncracy Capital, joins us to break down his 2025 crypto investment thesis. He reveals how to profit from both the speculative frenzy and the underlying fundamental growth of the crypto economy.

~~~~~

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~~~~~

💼 Want to put your brand in front of the 300k of the coolest crypto people in the industry? Apply to Sponsor Milk Road

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~~~~~

📚 Helpful Resources 📚

A Tale of Two Markets - The Cryptoeconomy in 2025

https://www.syncracy.io/writing/a-tale-of-two-markets

Solana Thesis Part II: The Data-Driven Case for SOL

https://www.syncracy.io/writing/solana-thesis-part2

~~~~~

📺 Recommended Watching 📺

Hyperliquid to Join Solana, Ethereum & Bitcoin as the Next Major w/ Zeneca

https://youtu.be/0x7f1cB9omA

Can Crypto & US Equities Continue to Grow in a World of Endless Inflation? w/ Jonny Matthews

https://youtu.be/l2_JRVk-SYM

~~~~~

🎙 GUEST INFO 🎙

Ryan Watkins:https://x.com/RyanWatkins_

Syncracy Capital's X:https://x.com/SyncracyCapital

Syncracy Capital:https://www.syncracy.io/

~~~~~

⏱ TIME POINTS ⏱

00:00 - Intro

01:49 - Is this cycle different?

05:43 - The Tale of Two Market thesis

13:22 - How do you capture fundamentals and pumpamentals?

22:48 - Are there still opportunities in today's market?

30:46 - Ryan's thesis on Solana

41:48 - Is Hyperliquid set to be a major?

58:32 - Ryan's thesis on Celestia

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

Today on The Milk Road Show, Zeneca joins us for a deep dive into the current market, sharing his bullish outlook. He explains why he's doubling down on Ethereum and Solana and reveals what project could tag along with the majors: Hyperliquid. We also talk about his portfolio strategy, DEFAI, and more...

~~~~~

🥛 Get smarter about crypto with our daily newsletter:

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💸 Get your pain-free crypto portfolio GUIDE for 2025:

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💎 Get our expert token ratings with the Milk Road PRO token center:

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~~~~~

🎟️ Get 15% discount to one of the most influential events in crypto using the code "MILKROAD":

https://out.milkroad.com/ConsensusHK2025Podcast

~~~~~

🤑 Bitunix is giving you up to 400 USDT FREE:

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Bitunix2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

💳 Get up to 8% back with Crypto.com Visa card:

https://out.milkroad.com/Cryptocom2025Podcast

~~~~~

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~~~~~

📺 Recommended Watching 📺

Why Crypto Is the Biggest Financial Opportunity in Our Lifetime w/ Dan Tapiero

https://youtu.be/f6BnBvtolAw

Crypto’s Future Explained by One of Coinbase’s First Employees w/ Dan Romero

https://youtu.be/P8k3P17SfKw

How to Get Alpha Before Everyone Else? w/ Dan Romero

https://youtu.be/at3L90HzuPA

~~~~~

🎙 GUEST INFO 🎙

Zeneca’s X:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Zeneca⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

ZenAcademy:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/ZenAcademy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

ZenDaily:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zendaily.xyz/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Zeneca’s Substack:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://zeneca33.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Zeneca's Trading Journal:⁠⁠⁠⁠https://t.me/+a78M_Qd5KAkyYWI8⁠⁠

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⏱ TIME POINTS ⏱

00:00 - Intro

02:02 - Zeneca's sentiment about the market

06:04 - Update on Zeneca's portfolio

08:03 - Zeneca's conviction on $HYPE

12:09 - What is DEFAI + Zeneca's top picks

25:10 - Zeneca's thoughts on Ethereum

31:00 - What are the opportunities within stablecoins?

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

Today on The Milk Road Show, we welcome macro specialist Jonny Matthews (ex-Brevan Howard, portfolio manager of $500M) to discuss the global economic landscape and its impact on your investments. Is the US economy too strong? Can crypto thrive in a world of persistent inflation? Jonny shares his contrarian views on where capital is flowing and why the next six months are critical.

~~~~~

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~~~~~

🎙 GUEST INFO 🎙

Super Macro: https://x.com/super_macro

Super Macro's Website: https://super-macro.com/

~~~~~

⏱ TIME POINTS ⏱

00:00 - Intro

01:27 - Overview of this cycle

07:21 - What fuels the strength of the US economy?

10:10 - Jonny's perspective on liquidity and inflation

13:38 - Is continuous inflation looming for the US?

15:51 - The state of the global economy

21:10 - How to invest in a strong US economy

25:43 - Should investors focus on the US market?

29:22 - The significance of the six-month mark

30:49 - Will we see the anticipated rise in liquidity?

32:58 - Jonny's short-term market scenarios

39:44 - Jonny's current portfolio positioning

42:23 - Does this cycle resemble previous cycles?

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

Today on The Milk Road Show, we receive the macro investing legend Dan Tapiero, founder of 10T Holdings and 1RT Fund, who has poured over $1.5 billion into the crypto space. Dan drops his prediction: the crypto market cap will go to $50 trillion in the next 10 years. That's a potential 30X increase from today. Is this the golden age of American capitalism? Don't miss this chance to hear from one of the most brilliant minds in finance.

~~~~~

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~~~~~

🎙 GUEST INFO 🎙

Dan Tapiero: https://x.com/DTAPCAP

1RT Fund: https://x.com/1RTPartners

10T Holdings: https://x.com/10Tfund

~~~~~

⏱ TIME POINTS ⏱

00:00 - Intro

01:17 - What is the current macro setup?

13:19 - Rethinking the dollar's strength

16:39 - Is a $50 trillion crypto market cap realistic within the next decade?

20:29 - The unprecedented opportunity that represents crypto

23:51 - What sectors might see exponential growth?

31:15 - Dan's background

35:41 - Dan's thoughts on Ethereum

42:40 - Dan's thoughts on Bitcoin and Solana

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

Is a global trade war brewing? Are tech stocks and Bitcoin overpriced thanks to the meteoric rise of AI? Matt Cole, CEO of Strive, joins The Milk Road Show to dissect the latest market tremors and explain why he's doubling down on Bitcoin amidst the chaos.

~~~~~

🥛 Get smarter about crypto with our daily newsletter:

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~~~~~

📺 Recommended Watching 📺

How Will Trump Tariff’s Impact Crypto Markets? w/ PaperImperium

https://youtu.be/mGRoMy5R4H8

~~~~~

🎙 GUEST INFO 🎙

Matt Cole: https://x.com/ColeMacro

Strive's X: https://x.com/strivefunds

Strive's Website: https://strive.com/

~~~~~

⏱ TIME POINTS ⏱

00:00 - Intro

01:30 - Matt's view on tariffs

05:50 - The likelihood of Bitcoin going back to $70k

07:41 - Matt's thoughts on DeepSeek

10:58 - How AI could impact the world in the next 5 years?

16:05 - Is Bitcoin the answer to AI-driven market disruption in 2025 and beyond?

24:11 - What's the future of Bitcoin with widespread global adoption?

28:00 - What's next for crypto in 2025?

30:28 - Will crypto market seasonality repeat itself, or is this time different?

33:31 - Matt's final thoughts

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.

Cem Karsan, founder of Kai Volatility Advisors, joins us on The Milk Road Show to break down the market volatility we're seeing and what the past 40 years of inflation tell us about the future. We get into generational trends, the Fed's influence, and much more...

~~~~~

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📺 Recommended Watching 📺

Is the 2025 Crypto Bull Run Over? Expert Analysis w/ Michael Howell

https://youtu.be/Uy5dprb5yaY

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🎙 GUEST INFO 🎙

Cem Karsan: https://x.com/jam_croissant

Kai Volatility Advisors: https://www.kaivolatility.com/

Kai Wealth: https://kaiwealth.com/

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⏱ TIME POINTS ⏱

00:00 - Intro

01:03 - Odos

01:43 - Cem's take on the current market?

06:11 - How much volatility to expect in 2025?

18:07 - Have we entered a new financial regime?

25:55 - What will impact the markets most in the short term?

36:26 - Trump's impact on this bull run

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.