m0xt _, Chevy Cassar & Kyle Reidhead September 04, 2025
GM. This is Milk Road, the crypto newsletter that’s as consistent as that one friend who always knows the best memes.
For those that missed last week’s first ever “PRO only” Thursday newsletter, we’ve moved our weekly Cycle Indicators and PRO Portfolio Updates into a single edition for all Crypto PRO and PRO All Access subscribers.
This means you no longer need to dig through the free newsletter content to find everything PRO has to offer.
And remember:
If you feel like you’re getting too many emails from Milk Road, our new PRO platform lets you control your preferences across all channels (crypto/macro/degen) as well as free and PRO content.
Just click on your pfp (top right) → Account settings → Email preferences.
Aright, now that that’s out of the way…
Here’s what we got for you today:
- 🔄 PRO “Where are we in the cycle?” indicators
- 📊 Milk Road PRO All Access Portfolio update
- 🎙️ Milk Road PRO All Access Market Pulse
CRYPTO PRO “WHERE ARE WE IN THE CYCLE?” INDICATORS 🤔
Is the market taking a breather, or have we topped?
That’s the question on many peoples lips – so let me go right ahead and spoil the big reveal:
Based on where we are in the cycle: this is a breather, not the top.
(Don’t worry, when the time comes to get out – we’ll be yelling it from the roof tops.)
Below are the 6 indicators we track, with a color-coded system to show how close they are to signalling the market peak:
🟢 Plenty of room to run 🏄
🟡 Getting closer to the top signal, but haven’t yet reached the mark ⚠️
🔴 We’ve hit the market top indicator 🚨
Every Thursday, we update these 6 indicators exclusively for PRO members.
Our advice? Don't wait for all of them to hit 🔴. It's better to take profits as they get closer to that point.
Let's dive in and see if we're anywhere near the top of this bull market. 👇
Already a Crypto PRO member? Log in here.
GO CRYPTO PRO AND UNLOCK:
- Full access to the 6 bull market peak indicators above to help you spot the bull market top before it’s too late 📈
- Weekly reports that help you spot early trends, navigate the markets by limiting risk & catch those sweet cha-ching moments 💰
- Access to the PRO Community, where the Milk Road crew & 1000s of fellow PROs talk crypto. 🫂
Already a Crypto PRO member? Log in here.
PRO ALL ACCESS PORTFOLIO UPDATE 📊
We just traded an entire position, for a newer, shinier one.
Wanna know which asset got the axe, and which one is absorbing these new-found funds?
You can find out with a PRO All Access subscription 👇
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 in 2024” report to learn more about our portfolio strategy.
The Milk Road PRO All Access Portfolio is exclusive to PRO All Access members.
Already a PRO All Access member? Log in here.
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) 🎓
Already a PRO All Access member? Log in here.
MILK ROAD PRO ALL ACCESS MARKET PULSE
Every first Wednesday of the month, the Milk Road PRO team dives into the latest market trends, reviews key charts, and recaps what’s been moving the markets. But this isn’t just a quick update — it’s a monthly check-in on our broader investment thesis and whether it still lines up with our portfolio strategy.
Each month, we also add $1,000 to the portfolio — and we’ll walk you through exactly how we’re thinking about allocating that new capital based on the current market environment.
You’ll get access to the full recording of our monthly session, plus a detailed PRO report that includes all the charts, key takeaways, and written commentary coming out the following Saturday.
Here’s what you can expect:
- A breakdown of overall market performance from the past month
- Macro trends and where we are in the business cycle
- Deep dive into onchain data, flows, volatility, sentiment, and more
- How we’re using these insights to adjust our portfolio
FEATURED PRO REVIEW 🥛
