GM. This is Milk Road, the crypto newsletter that delivers the spice. No water, no milk, just takes.
Hereโs a taste of this weekโs menu:
- ๐ฅ Wanting to quit is bullish.
- ๐ฅต The housing market is about to crash.
- ๐ถ๏ธ Waiting for a "smartphone killer"? Donโt hold your breath.
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HOT TAKES OF THE WEEK ๐ฅ
Wanting to quit is bullish ๐คจ
Head of Galaxy One, Zac Prince, sees the extreme bearish sentiment and recent "rage quitting" from Crypto Twitter as giga bullish!
To Zac, itโs a classic pattern-matching signal that the market is about to rip upward.
(Hereโs to the quitters I guess?.) ๐ฅ
๐๏ธ Listen to the full Milk Road Daily episode here.
The housing market will crash and the gov. will be forced to buy houses ๐
Housing market analyst, Melody Wright, believes a crash is on the horizon.
One so bad that the federal government will be forced to step in as the buyer of last resort, after institutional investors flee the housing market.
(Leaving properties in disrepair.)
Yikes!
๐๏ธ Listen to the full Milk Road Macro episode here.
Waiting for a "smartphone killer"? Donโt hold your breath ๐ซ
Finally, someone said it!
ARKโs Frank Downing and Nicholas Grus donโt think AI needs a "smartphone killer" to succeed.
Hell, they believe the smartphone will remain the primary device for the next 15โ30 years.
And sure, new AI hardware releases (like the Meta Ray-Bans) will serve as "companion" devices for specific use cases.
But theyโre not going to replace smartphones as the primary screen any time soon.
๐๏ธ Listen to the full Milk Road AI episode here.
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If you care about privacy, Okara is built for you.
HOT TAKES OF THE WEEK (P2) ๐ฅ
Telegram is a "Hellscape" for security ๐บ
The crypto space loves Telegram.
(Itโs where the industry communicates privately.)
But Joshua Frank, CEO of The Tie, thinks institutional businesses should avoid it like the plague.
Why? Oh, you know, the frequent hacks, phishing attempts via fake Calendly links, and the fact that banks have been fined billions for using non-compliant messaging apps in the pastโฆ
Stuff like that.
๐๏ธ Listen to the full Milk Road Daily episode here.
Tokenization is not an "instant liquidity" button ๐คฆโ๏ธ
Figure Markets CEO, Michael Tannenbaum, just corrected a common misconception:
Tokenizing an asset does not automatically make it liquid.
It only provides the infrastructure for liquidity.
If we want actual market depth, weโre going to need standardization and a robust market structure.
๐๏ธ Listen to the full Milk Road Daily episode here.
PRO INSIGHT OF THE WEEK ๐ฎ
On Thursday, a PRO All Access member posed a great question:
โDo you folks explore going into other sectors beyond AI / Crypto?โ
โFor example, there seems to be a significant shift in defense spending.โ
โBut it's outside my circle of competence so either I spend a ton of time learning or just stay in my lane and wait for our AI / Crypto bets to play outโฆโ
In response, our Head of Research, Kyle Reidhead, laid out his thinking:
โWe focus only on the largest secular trends - trends that grow for decades not a few quarters.โ
So we really donโt care/think about defense spending increases or any of this kind of stuff.โ
โItโs just noise that takes you away from investing in the best long term and fastest growing assets in the world.โ
The core takeaway?
โSaying no is a very important part of investing.โ
P.S. Want direct access to our PRO analyst team, so you can get your burning questions answered in real-time and make the right moves?
BITE-SIZED COOKIES FOR THE ROAD ๐ช
Privacy is one of the biggest issues in crypto. Zama is fixing that.*
The global economy is being rewired for AI. We launched AI PRO to give you the playbook for the biggest investing opportunity of our lifetime. Join at a 20% discount this week only to get our deep-dive research, monthly AMAs, and Discord access.
This chart is why we need scarce assets like crypto: 80% of all dollars were created in the last 5 years.
JPMorgan is embracing Bitcoin! JPMorgan Chase will now accept Bitcoin as collateral.
Promising outlook for the coming years? Andreessen Horowitz just raised over $15B to pour into venture capital.
A $300M ARR energy giant is launching a crypto token. Itโs called $ENERGY and we broke down everything you need to know in the article linked above.*
*this is sponsored content.
MILKY MEMES OF THE WEEK ๐คฃ
