GM. Welcome to our monthly Milk Road PRO Portfolio Update from July 9, 2025, where we took a deep dive into our Milk Road PRO Portfolio and the assets we hold. We covered:
- 💸 We’re in a risk-on but not full-risk mode — $BTC sits almost at new highs with bullish techs, altcoins remain patchy, and the real bull run could kick off in Q4 2025
- 📰 FinTech 2.0 apps nail UX but lack true innovation. They must either build in-house DeFi rails or integrate the best DeFi protocols.
- 📊 This cycle is slower and more sustainable than 2017/21 — time for adoption, product maturity, and clearer regulations. Institutional capital will come in via public markets.
