GM. This is Milk Road, your crypto chef – we combine organic ingredients (news, insights, data) into an easy daily read.
Here’s what we got for you today:
- ✍️ Top 5 money printing apps
- ✍️ Direct crypto trading on stock markets
- 🎙️ The Milk Road Show: Circle CTO: The Blueprint to Become the World’s Financial OS & How Investors Can Profit From It
- 🍪 Hold strong Saylor (for us)
Arc is a new Layer-1 blockchain designed to support real-world economic activity and it’s now live in testnet. Dive into Arc and start experimenting.
Prices as of 2:00 PM ET. Trade today with Milk Road Swap.
NOV’S TOP 5 REVENUE-GENERATING ONCHAIN APPS (W/ TOKENS YOU CAN BUY) 📊
Here’s the math on what we’re about to cover:
Real utility = user activity → user activity = revenue. Follow the revenue → find strong tokens.
With that in mind, here’re the top 5 token-backed revenue-generating onchain apps for November:
1/ Hyperliquid (HYPE) $90.6M
Hyperliquid continues to maintain its status as a veritable money-printing machine.
While the insane $110M+ revenue month from August has been tough to beat, HYPE keeps consistently pulling in numbers between $80M and $100M.
2/ Pump (PUMP) $34.92M
The Launchpad Wars are starting to look well and truly settled, with PumpFun as the victor.
Since the market crash back in March, PumpFun has maintained $30-40M in monthly revenue, pretty darn consistently.
3/ Jupiter (JUP) $17.1M
Jupiter’s transformation from DEX, to onchain ‘everything app’ is helping to keep its revenues steady, even throughout the recent market crash.
4/ Sky (SKY) $12.82M
Old faithful Sky is back in the Top 5, having more than 8x’d its revenues since Feb.
(There’s a reason we hold it in the Milk Road PRO All Access Portfolio.)
5/ Aerodrome (AERO) $11.42M
Aerodrome is pretty much a permanent fixture on this list at this point… which makes sense. It’s the onchain trading destination on Base.
Now it’s your turn to yap:
Which project/token are you most bullish on?
ARC IS NOW LIVE ON TESTNET
Circle is already one of the biggest names in crypto…
But most people still haven’t heard much about Arc, the Layer-1 blockchain built by Circle.
Arc is a new Layer-1 blockchain that’s now officially live on testnet.
It’s built to bring real-world economic activity onchain. And with full Circle platform integration at its core (e.g., USDC, EURC, USYC), it’s positioned to do exactly that.
Here’s what stands out:
- Low and predictable gas fees paid in stablecoins
- Instant settlement & deterministic finality
- Native FX & Privacy infrastructure
Developers and institutions have already started testing on Arc. Now it’s your turn.
Dive into Arc and start experimenting.
SOON YOU’LL BE ABLE TO TRADE CRYPTO DIRECTLY ON THE STOCK MARKET 💪
The ‘when it rains, it pours’ theory is no longer relevant. This is a goddamn hurricane.
We have YET ANOTHER massive capital unlock to discuss today.
If you’re new here, this is what you’ve missed so far:
- Tue: Vanguard opened up crypto trading to its $11T in client capital
- Wed: Bank Of America wealth management fund announced crypto trading for its $2T in client capital
- Thu: Charles Schwab announces spot crypto trading for its $12T in client capital
And now, this:
Here’s what that means:
You know how Charles Schwab’s announcement was about enabling ‘spot’ crypto trading?
(Meaning their clients wouldn’t have to pay an ETF operator to go and buy/hold crypto on their behalf – they could just buy/hold BTC and ETH like they would a normal stock?)
This is like that. Except for the entire U.S. public capital market.
Remember: the biggest bottleneck for big-dog investors wanting to buy crypto, is access. They need to be able to buy crypto via a traditional stock exchange, and they need to stay compliant.
Once this goes live, any token added to a CFTC registered exchange will likely be available on all crypto-friendly U.S. stock brokerage platforms, and fully regulated/compliant by default.
(Access: confirmed.)
Lemme drive the effects of this home for you real quick…
The announcements from Vanguard, Bank Of America, and Charles Schwab opened up crypto to $25T worth of collective capital…
This CFTC announcement enables TradFi spot crypto trading (aka: trading outside of the ETFs, making it faster to settle and cheaper to hold) to the entirety of U.S. public capital markets…
Which totals ~$68T right now!
MILK ROAD 🤝 AI
We just dropped a brand-new newsletter all about AI investing, and it’s free.
It hits inboxes every Monday and Wednesday, built to keep you ahead of where the puck’s sliding and help you spot the investment opportunities everyone else notices way too late.
But this is just the warm-up.
In January, we’re rolling out a paid tier of this newsletter. And if you sign up for the free newsletter today, you’ll get the first two AI PRO reports this month.
It’s our way of saying thanks for being an early subscriber.
👉 Sign up here to get Monday’s edition and two free AI PRO reports this month!
BITE-SIZED COOKIES FOR THE ROAD 🍪
RAD Intel opened at $0.85/share. 5,000% growth, over 14,000 investors, and a leadership team that has executed over $9B in M&A transactions.*
A robot dog that poops NFTs? Ah, 2021, we miss you.
Count me in: a proof of humanity check that DOESN’T take my biometric data or government ID?
Hold strong Saylor (for us). JP Morgan reckons the key to BTC price direction in the near term is MSTR’s resilience.
Wanna buy the dip? Milk Road Swap supports both Ethereum and Solana tokens in a single interface.
*Disclaimer: This is a paid advertisement for RAD Intel made pursuant to Regulation A+ offering and involves risk, including the possible loss of principal. Please read the offering circular and related risks at invest.radintel.ai.
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