This Tuesday, Martin, from the Milk Road PRO research team, sat down—this time without Kyle and Adrian—to break down the latest market moves, opportunities, and insights. Jay joined in to share his take.
There’s no fixed agenda—just real discussions on what’s relevant right now. If it’s moving markets, shaping narratives, or impacting portfolios, it’s being talked about here.
Here’s what they covered today:
- Token oversupply weakens altcoin momentum
- Bitcoin matures into macro asset class
- L1 valuations rely on narrative, not usage
- DeFi apps show real revenue and traction
