GM. This is Milk Road, the fluoro marker of crypto newsletters (we bring your attention to what matters).
Here’re the quick highlights from the week:
- ✍️ Friday was rough!
- 🎙️ Why Mike Novogratz Thinks We’re in an AI Bubble & How He’s Playing It
- 🌐 Let’s talk about Fed QE
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 started the week feeling optimistic, with $2k stimulus checks being teased in the US (read more)
👉 We outlined why we’re not in an AI bubble (yet), and how AI’s growth will benefit crypto (read more)
👉 The US government shutdown ended and we catalogued what it means for crypto (read more)
👉 Come Friday, the optimism from the start of the week was dwindling thanks to a crypto market sell-off — but here’s what you need to remember… (read more)
👉 We just gave our crypto-backed loans page a fresh new look. We reviewed the top platforms, compared the rates, and even crowned our official Milk Road Pick* (read more)
Top podcasts of the week 🎙️
👉 ICYMI we launched a brand new AI investing podcast. Our first guest? None other than Mike Novogratz (CEO of Galaxy Digital). Spoiler: He thinks we’re in an AI bubble but he’s got some tips on how how to play It (listen in)
👉 Why Bitcoin’s Next Big Move Could Be $180K, Not $80K w/ Matt Crosby (listen in)
👉 Milk Road PRO AA Portfolio Update - Nov 12, 2025 (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.
WHAT YOU MISSED THIS WEEK (P2)
All the macro stuff you might have missed 🌐
👉 Let’s talk about Fed QE: what is it, and what does it mean for your portfolio? (read more)
👉 The government shutdown is over. What does this mean for asset markets? (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)
And that’s *checks notes* everything.
Consider yourself caught up!
See you tomorrow. 🫡
MILKY MEMES OF THE WEEK 🤣
