🥛 What you missed this week 👀

GM. This is Milk Road, the newsletter that catches you up on all things crypto (so you don’t have to stay glued to Twitter).

Here’re the quick highlights from the week:

✍️ What would make us sell
🎙️ Crypto Is Crashing… Why the Bull Case Is Still Alive w/ Matt Hougan & Ryan Rasmussen
🌐 6 reasons why risk assets are selling off

Fuse is a $300M ARR energy company launching The Energy Network on Solana. Discover the future of energy now.

WHAT YOU MISSED THIS WEEK

Crypto headlines you shouldn’t miss

👉 We dug into the difference between a ‘short-term’ and a ‘cyclical’ bear market and laid out our thesis for 2026 (read more)

👉 We listed the 4 key factors that would break our thesis and see us start selling (read more)

👉 We laid out the ‘extended cycle’ theory and broke down how AI may be breaking the classic 4yr crypto cycle (read more)

👉 We broke down what the Fear & Greed Index can tell us about the month ahead (read more)

👉 Wanna invest in crypto without worrying about tax? We’ve rounded up the top crypto IRA platforms that let you do exactly that* (read more)

Top podcasts of the week 🎙️

👉 Crypto Is Crashing… Why the Bull Case Is Still Alive w/ Matt Hougan & Ryan Rasmussen (listen in)

👉 Nvidia Just Validated the Entire AI Trade w/ Patrick & Duncan (listen in)

👉 Emergency market update: why Bitcoin crashed 35% & what’s next w/ Kyle Reidhead (listen in)

A NEW FOUNDATION FOR THE GRID

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

Fuse is a $300M ARR UK utility powering 200,000+ homes - and now it’s launching The Energy Network, a new digital layer engineered to scale our grids and save billions in costs.

It’s real infrastructure, not speculation - connecting homes and devices to make power smarter, cheaper, and more efficient.

One of the highest-revenue DePIN projects in crypto - and it’s still pre-launch.

Follow Fuse on X for updates.