GM. This is Milk Road, your crypto co-pilot – we help you navigate the market, no matter the conditions.
Here’s what we got for you today:
- ✍️ Top announcements from Breakpoint
- ✍️ What is ‘BTC After Dark’?
- 🎙️ The Milk Road Show: Does Crypto Only Move on Liquidity? And Why 2026 Might Go Parabolic w/ Jamie Coutts
- 🍪 Bitcoin DATs selling?
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Prices as of 2:00 PM ET. Trade today with Milk Road Swap.
TOP 5 ANNOUNCEMENTS/TAKES FROM SOLANA BREAKPOINT 2025
Are you the kinda person who runs too hot to be exposed to Abu Dhabi’s sweltering heat, but still wants to know exactly what’s happening at Solana Breakpoint 2025?
Same 🤝 (Please excuse my sweaty palms.)
Here’re the top 5 announcements/takes from Breakpoint ‘25 so far:
1. Solana DEX trading on Coinbase
There’s this thing known as ‘The Coinbase Effect’ where new tokens added to Coinbase see their prices spike after being offered up to the platform’s 100M+ users.
Yeah, well – that potential is now open to every Solana-based token.
No regulatory red tape. No waiting periods. No delistings. If a token has been (or will be) launched on Solana, it will be available on Coinbase.
2. Self-serve stock tokenization
The end-game for onchain markets is to absorb the entire global financial system. The first port of call: tradable stocks onchain.
… but who’s actually bringing them onchain? (Regulatory bodies? Platforms? Individuals?)
xStocks will now allow institutions to tokenize the stocks they hold, via a self-serve interface:
Deposit stocks → redeem them for tokenized equities → trade them onchain.
3. Solana is ready to tokenize the TradFi system
Sure, complete tokenization of global financial markets is the end-game – but when will Solana be ready to take on the challenge?
According to Max Resnick: Today.
4. Nation states are tokenizing on Solana
Secret Bitcoin bull/nation state, Bhutan, is tokenizing its sovereign reserves on Solana.
5. Alt season 2026: Incoming
Raoul Pal just made the case for the 4yr crypto cycle extending into a 5yr cycle, with an alt season hitting somewhere in 2026.
Much like Fox Mulder from X-Files: I want to believe.
Alright, those are our top picks so far.
If you want to catch new announcements in real time, it’s all happening here.
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WHAT IS BITCOIN AFTER DARK?
That lead article was a chonky boy, so let’s keep this one short n’ sweet, by asking/answering:
What is Bitcoin After Dark?
Is it a smutty R-rated TV show where Michael Saylor waxes poetic on BTC, calling it “a swarm of cyber hornets serving the goddess of wisdom”?
Nope (I wish) – it’s this:
The idea behind the ETF? It’s more profitable to hold Bitcoin outside of U.S. market hours than it is while trading is active.
(Hold Bitcoin After Dark → increase your returns.)
Will it work? No clue.
But the more tradable crypto products there are on TradFi rails, the more TradFi dollars can be absorbed by crypto.
Nice!
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The crypto market is in ‘grind sideways’ mode.
Is it going to trail the broader tech sector and enjoy a strong reversal, or continue its weakened sideways march?
Let’s check in with our crypto cycle indicators…
The goal is to spot the bull market peak before the inevitable bear market hits your bags hard.
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The onchain march continues: Stripe just acquired the Valora wallet team to build out their stablecoin services.
Let’s decipher what happened: What did we learn from the Fed meeting?
Bitcoin DATs selling? A report found that most Bitcoin DATs are sitting on unrealized losses, with a handful of them deciding to sell as prices fell last month.
500+ cryptos. 11,000 stocks. 190+ countries. We’ve just done a thorough review on one of crypto’s oldest exchanges.
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MILKY MEMES 🤣
ROADIE REVIEW OF THE DAY 🥛
VITALIK PIC OF THE DAY
