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Bittensor ($TAO) is up over 138% in the past 20 days. Is this a sign of an AI crypto boom, or just another hype cycle? Join us as we dive deep into the world of AI and crypto with Kyle Reidhead, co-owner and head of research at Milk Road, to uncover the truth behind Bittensor's surge and explore the potential of AI tokens.
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
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https://out.milkroad.com/Gemini0926Podcast
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
📚 Helpful Resources 📚
Pro Report How to profit from the AI boom in crypto: https://themilkroad.beehiiv.com/p/how-to-profit-from-the-ai-boom-in-crypto
⏱ TIME POINTS ⏱
00:00 - Intro
01:02 - Gemini
01:42 - Bittensor Update
04:00 - The State of AI
13:30 - Should you prioritize AI stocks over crypto?
19:00 - Bittensor Overview
22:30 - How to position your investments to capitalize on the growing AI narrative
25:35 - Key Takeaways
📃 Disclaimer 📃
Will Sui and Aptos be the next big L1? Can they challenge Solana's dominance in the market? Join our host Jay Hamilton, and Kyle Reidhead, Head of Research at Milk Road, as we explore the rising stars of Sui and Aptos, and whether these promising L1 blockchains can truly change the market dynamics.
What you'll learn:
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
💰 Get your $15 Bitcoin bonus from Gemini today:
https://out.milkroad.com/Gemini0925Podcast
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
📚 Helpful Resources 📚
Pro Report Is Solana about to be dethroned?: https://themilkroad.beehiiv.com/p/pro-is-solana-about-to-be-dethroned
📺 Recommended Watching 📺
Matthew Sigel's Interview: https://youtu.be/hq8ul4j94yk
⏱ TIME POINTS ⏱
00:00 - Intro
01:05 - Gemini
01:42 - What is going to be the next big L1?
08:00 - Unpacking the origins of Sui and Aptos
12:15 - Sui's surge
17:38 - Head-to-head comparison: Aptos vs. Sui
21:12 - How to navigate the Sui markets?
📃 Disclaimer 📃
Will Solana overtake Ethereum as the leading blockchain by 2030? Join us as we dive into VanEck's research report, featuring three possible scenarios for Solana's future: a bearish, a base case, and a bullish. Matthew Sigel, Head of Digital Assets Research at VanEck, shares his insights on Solana's strengths, challenges, and potential for growth.
You'll learn:
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
💰 Get your $15 Bitcoin bonus from Gemini today:
https://out.milkroad.com/Gemini0924Podcast
💬 How to participate in the AMA:
1. Become a PRO member: https://link.milkroad.com/pro-podcast
2. Join our community on Discord
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
📚 Helpful Resources 📚
VanEck's report on Solana valuation by 2030: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/
VanEck's report on Bitcoin valuation by 2050: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-2050-valuation-scenarios-global-medium-of-exchange-and-reserve-asset
VanEck's report on Bitcoin Miners' AI Arbitrage: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-miners-ai-arbitrage-play-to-boost-revenue/
VanEck's report on mid-September 2024 Bitcoin chaincheck: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-mid-september-2024-bitcoin-chaincheck-1-year-review-edition
VanEck Crypto Monthly Recap for August 2024: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vaneck-crypto-monthly-recap-for-august-2024/
📺 Recommended Watching 📺
Solana Breakpoint Overview: https://youtu.be/FmRlAv1LacM
🎙 GUEST INFO 🎙
Matthew’s X: https://x.com/matthew_sigel
Matthew’s LinkedIn: https://www.linkedin.com/in/matthew-sigel-recovering-cfa-77a97/
VanEck’s website: https://www.vaneck.com/us/en/
⏱ TIME POINTS ⏱
00:00 - Intro
02:10 - AMA Announcement
02:57 - Gemini
03:34 - Revisiting VanEck's report on Solana
10:05 - Solana's unique strengths as an L1
13:30 - The importance of data throughput in a blockchain success
16:05 - The need for a "Killer App" on Solana
20:00 - Fee revenue and expenses on Solana: VanEck's short-term and long-term outlook
22:15 - VanEck's 2030 price prediction for Solana
25:50 - The Future of Layer 1 blockchain
28:15 - Update on VanEck's Solana ETF
30:00 - Key considerations for investors in the current market
32:20 - Yield sharing model for VanEck's Agora stablecoin
📃 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. 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.
Get ready for the inside scoop on Solana's biggest annual event - Solana Breakpoint! Our team was on the ground, and we're bringing you the top 3 takeaways you need to know. From infrastructure game-changers like Firedancer to payments giants like PayPal and Visa making big moves, and the hottest new apps in DeFi and DePIN - we've got it all covered.
In this episode, you'll learn:
• How Solana's new infrastructure developments, like Firedancer, are set to revolutionize the space with 1 million transactions per second
• Why payment giants like PayPal, Visa, and Circle are betting big on Solana
• The latest on the hottest new apps in DeFi and DePIN
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
💰 Get your $15 Bitcoin bonus from Gemini today:
https://out.milkroad.com/Gemini0923Podcast
💬 How to participate in the AMA:
1. Become a PRO member: https://link.milkroad.com/pro-podcast
2. Join our community on Discord
📈 Milk Road PRO Portfolio: https://themilkroad.beehiiv.com/c/milk-road-pro-portfolio?utm_source=mainmenu&utm_medium=website&utm_campaign=portfolio
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
📚 Helpful Resources 📚
Fuse: https://x.com/solana/status/1837033298520068155
Stablecoins PRO Report: https://themilkroad.beehiiv.com/p/stablecoin-boom-opportunities
📺 Recommended Watching 📺
Interview with PayPal stablecoin creator: https://youtu.be/iQI85SVR-ko
Interview with Tether co-founder: https://youtu.be/1DLUK_D4Q6M
What will be money onchain: https://youtu.be/jv3eMcuA79o
🎙 GUEST INFO 🎙
Raul’s X: https://x.com/Raul_Impact3
⏱ TIME POINTS ⏱
00:00 - Intro
01:44 - Gemini
02:22 - Outlook on Solana Breakpoint
04:50 - 1st Takeaway: Firedancer
06:00 - 2nd Takeaway: Payments
11:00 - 3rd Takeaway: Apps
16:40 - Raul's Take on Solana's Breakpoint
📃 Disclaimer 📃
Get ready for the ultimate recap of TOKEN2049! You won't believe what happened when Vitalik Buterin took the stage... Let's just say his singing skills are almost as legendary as his Ethereum empire! In today's episode of The Milk Road Show, we're playing a game of Bullish or Bearish, where Zeneca shares his take on moments from TOKEN2049.
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
🎙 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/
⏱ TIME POINTS ⏱
00:00 - Intro
01:15 - Bullish or Bearish?!
02:05 - Nader Dabit on TOKEN2049
03:25 - Ethereum
06:04 - Logan Jastremski on TOKEN2049
08:50 - Singapore
10:00 - Parallel TCG launching a game built on Unreal Engine 5
12:20 - Yuga Labs
14:30 - Berachain
17:07 - Gajesh on TOKEN2049
20:00 - Taiki Maeda on TOKEN2049
20:45 - What happened on the Redacted flight?
22:30 - KOL Awards Night
23:55 - Zeneca's take on TOKEN2049
The Federal Reserve just dropped a bombshell: a 50bps rate cut! But what does it mean for the crypto market? In today's episode of The Milk Road Show, Kyle Reidhead joins us to unpack the FED's latest announcement, Jerome Powell's speech, and the market's reaction. Are we entering the "banana zone" where rate cuts fuel a market surge?
You'll learn:
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
🚀 Unlock the full potential of liquid restaking with Kelp DAO:
https://out.milkroad.com/KelpDAO0919Podcast
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
⏱ TIME POINTS ⏱
00:00 - Intro
00:50 - GAIN by Kelp DAO
02:00 - Breaking down the FED meeting
03:50 - Jerome Powell's speech: key considerations
05:25 - Key takeaways from Jerome Powell's address
09:44 - Market reaction and analysis
15:50 - Anticipating future rate cuts
19:30 - Assessing the impact of rate cuts: current and upcoming
23:00 - Investor insights: what to watch out for now
25:45 - September outlook: volatility on the horizon?
📃 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. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.
Are we staring at the bottom of the crypto market, or is there still room to fall?
You'll learn:
• The technical indicators that signal we've hit the bottom
• The fundamental indicators that support the idea we've reached the bottom
• The probability of whether we've truly hit the bottom and what it means for your investments
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
🚀 Unlock the full potential of liquid restaking with Kelp DAO:
https://out.milkroad.com/KelpDAO0918Podcast
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
⏱ TIME POINTS ⏱
00:00 - Intro
00:55 - GAIN with Kelp DAO
02:15 - Market analysis: have we reached the bottom?
15:36 - Assessing the probability of a market bottom
16:47 - Fundamental indicators: signs of a potential bottom
21:58 - Insights from onchain metrics
25:30 - Gauging market sentiment
27:30 - Kyle's take
📃 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. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.
Tomorrow, the FED is set to unveil its highly anticipated rate cut. Will it be 25, 50, or 75 basis points? Join us today on The Milk Road Show as Lark Davis shares his expert insights on how this move will impact the crypto market and what you need to watch out for to stay ahead of the curve.
You'll learn:
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
🚀 Unlock the full potential of liquid restaking with Kelp DAO:
https://out.milkroad.com/KelpDAO0917Podcast
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
🎙 GUEST INFO 🎙
Lark Davis
Personal X: https://twitter.com/TheCryptoLark
YouTube: https://www.youtube.com/@TheCryptoLark
Newsletter: https://thewealthmastery.io/subscribe/subscribe-tw-organic/
⏱ TIME POINTS ⏱
00:00 - Intro
01:04 - GAIN by Kelp DAO
02:09 - What to expect on Wednesday?
06:24 - Who's impacted by rate cuts?
08:23 - What's the rate cut outlook for the rest of the year?
11:00 - Will rate cuts affect the ETFs?
13:40 - What's the difference between a 25- and 50-basis point cut?
15:50 - How should you approach this event?
📃 Disclaimer 📃
Ever wondered what goes on behind the scenes of a giant like PayPal? Join us on today's episode of The Milk Road Show as we sit down with Neil Desilva, former CFO of PayPal Digital Currencies & Remittances, and one of the masterminds behind PayPal's Stablecoin, PYUSD.
You'll learn:
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
🚀 Unlock the full potential of liquid restaking with Kelp DAO:
https://out.milkroad.com/KelpDAO0916Podcast
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
🎙 GUEST INFO 🎙
Neil's X: https://x.com/desilvaneil
Neil's LinkedIn: https://www.linkedin.com/in/desilvaneil/
⏱ TIME POINTS ⏱
00:00 - Intro
01:15 - Kelp DAO
02:23 - PayPal's cryptocurrency journey
05:05 - PayPal's direction
07:40 - Long-term prospects: which path will PayPal take?
13:00 - The rationale behind PayPal's stablecoin launch
17:08 - Why Solana was chosen for PayPal's stablecoin
20:00 - Catalysts for mainstream cryptocurrency adoption
24:40 - The impact of regulation on PayPal's cryptocurrency ventures
33:50 - Market predictions: where are we headed this cycle?
38:35 - Outro
📃 Disclaimer 📃
The success of L1 tokens like ETH and SOL is based on them being used as money within their ecosystem. Can the latest wrapped Bitcoin, cbBTC, from Coinbase be used as money on Ethereum? And what will ultimately prevail as the dominant form of money within the Ethereum ecosystem in the long term? These are the questions we will answer in today's episode of The Milk Road Show with Kyle Reidhead, head of research at Milk Road, who sheds light on what will be used as money in the onchain economy.
You'll learn:
And more...
🤝 HELP US GROW 🤝 Subscribe to our YouTube channel
💰 Get your $15 Bitcoin bonus from Gemini today:
https://out.milkroad.com/Gemini0913Podcast
🚀 Unlock the full potential of liquid restaking with Kelp DAO:
https://out.milkroad.com/KelpDAO0913Podcast
🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
✊ Follow Milk Road on Social Media:
👉 Milk Road Twitter: https://link.milkroad.com/pod-x
👉 Milk Road Instagram: https://link.milkroad.com/pod-ig
👉 Jay's Twitter: https://link.milkroad.com/pod-x-jay
👉 Kyle's Twitter: https://link.milkroad.com/pod-x-kyle
👉 YouTube: https://www.youtube.com/@MilkRoadDaily
⏱ TIME POINTS ⏱
00:00 - Intro
01:30 - Sponsor shoutouts
03:15 - Can ETH face competition as money within its ecosystem?
05:25 - Defining money in the Ethereum ecosystem
07:50 - Will ETH remain a viable form of money over time?
10:15 - The implications of ETH losing its status as money
12:50 - Envisioning the onchain world 10 years from now
16:50 - Potential competitors to ETH as onchain money
22:28 - Bull and bear cases for L1 tokens as money in their ecosystems
📃 Disclaimer 📃
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