GM. This is Milk Road, the Google Calendar of crypto newsletters (we keep you up-to-date and on schedule).
Here’re the quick highlights from the week:
- ✍️ Trade War wipes trillions
- 🎙️ Altseason Dreams vs Reality - What the Data Actually Shows w/ Benjamin Cowen
- 🌐 The big rare earth problem
- 🎲 The most obvious alpha right now
Polymarket is the world’s largest prediction market that’s rolling out a new product feature. Explore “Earnings Markets” on Polmarket right now.
WHAT YOU MISSED THIS WEEK (P1)
Crypto headlines you shouldn’t miss
👉 Between Friday of last week and Monday of this past week, $1T was wiped from the crypto market thanks to trade war fears (read more)
👉 Hyperliquid just had its ‘App Store’ moment, allowing third parties to create their own perpetual markets on its platform (read more)
👉 Ant Group, creators of Alipay, just announced they’re launching an Ethereum L2 called ‘Jovay’ (read more)
👉 The market tanked (again) on Friday (again) thanks to trade war fears (read more)
👉 Want to build a web app without having to code? Biela.dev is a fast AI builder that lets you build products by just prompting* (read more)
Top podcasts of the week 🎙️
👉 Altseason Dreams vs Reality - What the Data Actually Shows w/ Benjamin Cowen (listen in)
👉 Arthur Hayes: The Crypto Bull Run No One Is Ready For (listen in)
👉 Milk Road Macro PRO AMA - Oct 14, 2025 (listen in)
POLYMARKET IS EXPANDING
From sports to politics to culture, Polymarket has dominated prediction markets.
And now, it’s rolling out a brand new product feature called “Earnings Markets”.
You can now bet Yes/No on earning events like:
- Will Tesla beat earnings?
- Will Nvidia mention China?
- Will Netflix beat EPS estimates?
Even if you’re not betting, the odds give you a quick read on market sentiment.
Explore “Earnings Markets” on Polmarket right now.
WHAT YOU MISSED THIS WEEK (P2)
All the macro stuff you might have missed 🌐
👉 The big rare earth problem. What is it and why is everybody talking about it? (read more)
👉 WTF happened on Friday? Breaking down the sudden deleveraging from a macro perspective (read more)
The wild sh*t from the degen world 🎲
👉 The most obvious alpha: why private markets are where the bulk of the profits are (read more)
👉 Uptober’s not dead (yet) — here are 3 tokens that could pump (read more)
👉 We’ve added a new research tool to this page. And honestly, it’s on us for not including it sooner. We use this one every single day (read more)
Alright, consider yourself caught up!
See you tomorrow. 🫡
MILKY MEMES OF THE WEEK 🤣
