GM. This is Milk Road, the daily crypto newsletter bringing you insights and alpha from seemingly boring corners of the crypto sector (that others overlook).
Here’s what we got for you today:
- ✍️ How stables will pump your bags
- ✍️ The chain set to benefit most from RWAs
- 🎙️ The Milk Road Show: This Is What Will Take Solana to the Next Level w/ Kash Dhanda
- 🍪 Bitwise’s Solana ETF ($BSOL) begins trading today
Want yield strategies that feel like they're passive, but deliver like they're active? Check out EarnPark!
Prices as of 2:00 PM ET. Buy today with Milk Road Swap.
HOW STABLECOIN ADOPTION WILL PUMP YOUR BAGS 💰
We get it. Stablecoins are boring.
(Sure, they’re an important tool – but they don’t move in price, therefore they can’t make us all rich. As a result: boring.)
Ok, now… lemme flip that concept on its head real quick.
Last week we covered this chart:
It highlights how stablecoins are no longer just being used as a means for buying non-stable crypto assets, but are quickly being adopted as a real payment method.
And friend of the Milk Road Show, Jamie Coutts just wrote a thread on how this is ushering in a structural shift within crypto:
There’s more to the Tweet — and you should go read it — but in the meantime…
Here’s the basic gist:
Typically, crypto relies on increases in global liquidity for prices to go up.
When global liquidity (aka: fresh cash floating around the global financial system) increases thanks to things like rate cuts (which lower our loan/credit repayments, giving us all more disposable income)…
Some of that disposable income is spent on crypto (raising prices).
And it often follows this route: users take their fiat cash → buy stablecoins → and swap them into their chosen non-stable crypto token.
If they want to take profits and spend that crypto? They convert their investments back into stablecoins → before moving them into fiat cash via their bank (exiting crypto entirely).
But what if they didn’t have to move into fiat cash to spend their earnings?
What if stables became accepted enough that investors could just keep their earnings in stablecoins?
(Paying a friend? Send stables. Getting an agent to shop for you online? Give it stables. Buying a coffee? Stables.)
The chart at the top of the article suggests this shift is already happening.
Plus the recent spike in adoption of Coinbase’s x402 AI agent payment protocol is only bound to further things:
All of this will lead to less money moving out of the crypto ecosystem, and lower the sector’s reliance on policy-driven liquidity pumps to float prices.
“Ok, sure, more money staying in crypto sounds cool, but stablecoins are stable. I want price appreciation baby!”
First things first: Hell yeah, brother!
Second: Stablecoins being adopted as a form of payment will help to do just that.
See, every onchain transaction requires fees to be paid in the underlying blockchain’s native token.
(E.g. Sending 20 $USDC to a friend on Solana? You’ll need to pay the transaction fees in $SOL.)
So, more use cases for stables = less money being moved out of crypto + more demand for native tokens in order to pay fees.
And when demand increases for supply-restricted assets → number go up.
Now… stablecoins are currently the largest tokenized real-world asset (RWA) – but they’re not the only game in town.
Head to the next article to learn about how other RWAs are promising to drive even more future demand.
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THE RWA MARKET IS SET TO 30X. HERE’S WHICH CHAIN WILL BENEFIT MOST 🤫
We’ve been saying it since April – the crypto IPO era is upon us.
The latest company to mount the starting block? Securitize and their smutty ticker: $SECZ.
Sick! But, er, what do they do?
Securitize is in the business of making real-world assets tradable onchain (aka: tokenization).
As we mentioned in the last article – stablecoins rule the roost when it comes to RWA tokenization, but they’re just the beginning of what’s to come.
The big push right now is to tokenize everything – stocks, bonds, real estate, collectibles – if it has monetary value, it’s getting tokenized.
The benefit being: tokenization makes each RWA globally tradable (attracting more investment), lowers the cost per trade compared to traditional market rails, and lets assets move at lightning speed.
More assets tradable onchain = more trading = more demand for the underlying blockchain’s native token (again: to pay fees).
But you already knew that. What we want to do here is set some context on future projected growth.
Right now, the ENTIRE market of tokenized RWAs sits at ~$600B (or, in big-dog investor terms: $0.6T).
Ok, not bad.
Now… check out the projected growth of this sector over the next 8 years:
Yuh. The $0.6T asset class that is only just now starting to come into its own and have positive downstream effects on the broader crypto ecosystem is set to more than 30x!
And the chain of choice for most RWAs right now?
(And we expect it to largely stay that way).
👉 Hence why it makes up the majority of our All Access Portfolio.
PRO ALL ACCESS PORTFOLIO UPDATES 📊
Wanna know how our PRO team’s bags are shaping up in the current market?
Check out the new and improved Milk Road PRO All Access Portfolio.
It’s a super charged dashboard jam packed with everything you need to understand our positioning at a glance.
It covers our total holdings across segment, sector, cap-size, and percentage allocations, along with our average entry prices and returns to date — with real-time buy/sell/swap alerts that go out via our Discord.
Disclosure: We are not a day trading portfolio so don’t expect a high volume of trades. Read our “How To Build a Crypto Portfolio” report to learn more about our portfolio strategy.
The Milk Road PRO All Access Portfolio is exclusive to PRO All Access members.
GO ALL ACCESS AND UNLOCK:
- The Milk Road PRO All Access Portfolio — See what we’re investing in, how we’re allocating capital, and what actions we’re taking each week (buy, sell, hold, watchlist) ✅
- Weekly “Where Are We In The Cycle?” Indicators — Signals that help you spot the market top before it’s too late 📈
- Weekly Reports Across Crypto, Macro & Degen — Deep dives, token breakdowns, market analysis, and investing frameworks that give you the edge 🧠
- Access to the Milk Road Community — Full Discord access including signals, AMA invites, portfolio update calls, and exclusive All Access channels 💬
- FREE Crypto Investing Masterclass — Included with all annual All Access subscriptions (30% off for monthly) 🎓
PRO REVIEW OF THE WEEK
BITE-SIZED COOKIES FOR THE ROAD 🍪
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What’s coming down the pike? We’ve got an unusual Fed meeting coming up, here’s what to expect…
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MILKY MEMES 🤣
ROADIE REVIEW OF THE DAY 🥛
VITALIK PIC OF THE DAY
