🥛 Milk Road’s 2026 predictions 🔮

GM. This is Milk Road, the newsletter that has just dug its Magic 8 Ball out of the attic and is ready to make some lofty predictions.

Here’s what we got for you today:

✍️ Milk Road’s 2026 predictions
🎙️ The Milk Road Show: Why Crypto Failed to Rally in 2025, And Why That’s Bullish for 2026
🍪 Arthur Hayes expects BTC to hit $200k

Launching The Energy Network on Solana, Fuse Energy has just secured $70M in Series B funding. Discover the future of energy now.

Prices as of 2:00 PM ET. Trade today with Milk Road Swap.

THE MILK ROAD TEAM’S 2026 PREDICTIONS 🔮

Man, 2025 got WEIRD for a second there, huh?

Presidential memecoins, strategic Bitcoin reserves, major companies scrambling to launch crypto super apps…

It made for a truly unique bingo card.

So what does 2026 have in store for us?

Our team just sat down and wrote out their personal predictions for the year!

Starting with…

Kyle “Mr. Boss Man” (Co-Owner and Head of Research for Milk Road PRO):

Source: Giphy

1. The stablecoin market cap surpasses $500B & tokenized equities reach $50B. TradFi assets moving onchain is the most important trend to watch in 2026 for the success of crypto.

2. Earnings reports and earnings calls for tokens become the new norm in the crypto industry. This helps to educate institutional investors about the industry and lifts the good “alt assets” in crypto.

3. DATs have a comeback moment in 2026 – not all will do well. But certain high quality DATs + a generation of new DATs with more complex trading/allocation strategies take off.

4. Institutional adoption of crypto accelerates in 2026 due to the market structure bill. This trend is led by Coinbase and Galaxy, who become the “stewards” of the crypto industry for institutions, both companies' earnings accelerate significantly in 2026 as a result.

5. The 4-year cycle is dead, BTC and ETH reach all-time highs in 2026, crypto does not enter a bear market, though the k-shaped recovery accelerates (fundamentally strong crypto assets do well and a large % of useless crypto projects continue to head to zero).

John Gillen “Purveyor of Protein, Merchant of Macro” (Host of the Milk Road Macro Podcast. Also, very vocal about his love of protein):

Source: Giphy

1. BTC new all-time high.

2. U.S. Federal Government starts a formal Bitcoin Strategic Reserve and buys Bitcoin.

3. Privacy and identity solutions will be the biggest meta narrative.

4. ETH breaks $5k. 🙏 😭 💔

5. Jerome Powell does NOT step down when his term as chair ends in May, but chooses to remain on the Fed’s board of governors under the new chairman.

LG Doucet “The Freestyle Yapper” (Host of The Milk Road Show):

Source: Giphy

1. The worst case scenario for Bitcoin: it stays between $75k and $110k, despite all the bills and liquidity. A dull year for the speculators, but an exciting one for the long term accumulators.

2. ETH drops to $1,100 in yet another generational buying opportunity. And then sits at ATH on Dec 31, 2026.

3. At one point in the year, Hyperliquid and Zcash will have the exact same unit value: $70.

4. “Boring” alts that are “dead” have one final giga pump that will be a clear exit signal for those paying attention.

5. There will be another silly bear market fad like ORDINALS in 2022, and everyone will hate it like crazy but a few sharp degens will make $100k+ by doing basically nothing.

We interrupt your regularly scheduled programming for a quick word from our sponsors.

Stick around – Martin & Chevy will gaze into their crystal balls and build out their 2026 bingo cards right after this!

FUSE ENERGY RAISES $70M AT A $5B VALUATION

Is this the most legit energy company to ever enter crypto?

Fuse Energy is a $400M ARR utility powering 200,000+ homes, today announcing a $70M series B at a blockbuster $5B valuation.

This comes after the recent beta launch of The Energy Network, a new digital layer engineered to scale our grids and save billions in costs.

And now, it’s just building its momentum:

Today raised $70M in Series B led by Lowercarbon and Balderton
Now valued at $5B
Launched beta on Solana
Received landmark no-action letter from the SEC last month
Planning listings for early 2026

A new foundation for the grid is coming.

Check out their announcement here and follow Fuse on X for updates.

THE MILK ROAD TEAM’S 2026 PREDICTIONS (P2) 🔮

Aaaand we’re back!

Please welcome to the stage…

Martin “Chief NOP (Nerd On Payroll)” (Lead Researcher for Milk Road PRO):

Source: Giphy

1. Skinny super-apps are going to explode as they solve real life problems to store, save, spend and send money globally.

2. We will see rapid growth of non-U.S. stablecoins as this is the last missing step to serve the developing world at scale.

3. Institutions will become a main driver of DeFi adoption as those apps are maturing and now targeting institutional audiences.

4. The agentic economy will grow at an accelerated rate as everyone is now aware that the next wave of crypto users won’t be humans, but agents.

5. The “tokenize everything” trend will become more apparent as we see more assets and events tokenized via prediction markets and/or perpetuals.

Chevy “Head of Niche Cultural References” (Lead Writer for Milk Road):

Source: Giphy

1. BTC to $160k, ETH to $7k, SOL to $550.

2. The Market Structure bill passes into law by Q3.

3. TradFi tokenization / RWAs are one of the top 3 narratives of the year.

4. Solana flips BNB and XRP.

5. The Bitcoin Act does NOT get passed (I hope I’m wrong on this though).

Alright, that just about does it!

Who do you think is going to get the most correct answers?

PRO ALL ACCESS PORTFOLIO UPDATES 📊

The Milk Road All Access Portfolio was able to weather some gut wrenching lows and ride some wild highs in 2025!

And we’re stoked to say - even with the vicious Q4 sell off, we’re still in profit. 👇

Wanna know how we’re allocating to make 2026 our best year yet - and get notified every time we make a trade?

Join Milk Road All Access and read our “How To Build a Crypto Portfolio” report to learn more about our portfolio strategy.

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