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GM. This is Milk Road – the Uber Eats of crypto tips and insights (we pick ‘em up, and deliver ‘em fresh)!
Here’s what we got for you today:
- ✍️ TikTok onchain
- ✍️ How to find 30% daily gains (w/o leverage)
- 🎙️ The Milk Road Show: Mark Yusko Predicts a Recession is Coming: How to Position Your Portfolio & Why Bitcoin Wins
- 🍪 There’s a theory going around about Trump’s tariffs
Prices as of 2:00 PM ET. Click here for our Fear & Greed Index.
USE CASE OF THE WEEK: TIKTOK ONCHAIN ⛓️
This isn’t a story about someone looking to recreate a TikTok-like social platform onchain.
This is a story of someone trying to buy TikTok (the actual platform) and bring it onchain. 👇
All you need to know about Alexis right now, is this:
- He’s the co-founder of Reddit (so he has money/understands social platforms) ✅
- He loves crypto ✅
What we want to dig into today is: what the hell would an ‘onchain TikTok’ even look like?
Right now, Alexis’ vision is unclear, outside of this tweet. 👇
But if it fits a playbook similar to the rest of the onchain social platforms out there, it could mean this…
1/ You own your follower-base 🤝
Meaning, if a hot new social platform pops up – you can port your follower base to that platform.
So as your followers join the new platform → they automatically follow you (kinda like what Zuck did with Instagram and Threads).
2/ You own your digital identity 😎 You know how if you buy a custom email domain – you can port that digital identity to any email service provider you want (Gmail, Outlook, Apple Mail, etc.)?
Onchain social platforms let you do the same with your @ – so no matter what platform you’re on, you have the same handle.
(Note: this would likely create a whole new industry of its own – ‘social handle domains’)
3/ TikTok could bring other web2 platforms onchain 💪
Gen Z doesn’t use Facebook, their numbers on Instagram are dwindling – and if Zuck tries to purchase TikTok, he’s likely going to get giga-slapped with an anti-trust suit…
But he could coax TikTok users over to his platforms by incorporating the same onchain system as TikTok, and letting its users port their followers/digital identities over to FB/IG.
Now, we’re just scratching the surface of what could be done here – but we’re going to wait and continue to nerd-out once we know more.
The simple takeaway here: this would be MASSIVE for both onchain adoption, and whichever chain it’s built on.
(👆 We’ll keep our ears to the ground on that last bit and report back as soon as we know more.)
I TOLD YOU TO GET IT
That title (👆) is what my mom said on our trip to London.
I told her I didn’t need a jacket for the trip—because ‘how cold can it really be?’
Spoiler: very.
It’s also what you’ll hear when you miss out on the SuiPlay0X1.
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Whether it’s a jacket or the SuiPlay0X1 - there are some things you don’t want to regret.
Pre-order your SuiPlay0X1 & look out for airdrops (coming soon)!
HOW TO FIND 20-30% DAILY GAINS (WITHOUT TAKING ON LEVERAGE) 📈
Hot take: knowledge is not power.
…the application of knowledge? Now that’s power baby.
And we’ve got the evidence to back it up! In August of last year we ran a PRO Report wagering $AAVE was about to outperform $ETH.
Now, on the surface – that’s not much of a ‘big call’ (just about everything has been outperforming $ETH).
🎺 But lettuce toot our own horn in chart-form for a moment… 🎺
$AAVE wiped the floor with the majors! And it’s not just the long term charts showing impressive gains – $AAVE has ripped +28% in the last 24hrs alone! 👇
So what caused this latest pump? Well, the team just proposed two big changes to their ecosystem:
1/ Token buybacks
They’ll start with $1M per week for the first 6 months, then adjust based on Aave’s overall budget.
Once purchased, these $AAVE tokens will be allocated to staking rewards and the Aave DAO’s “ecosystem reserve” (which is a pool of funds meant for future growth).
2/ Rev share
Aave generates a whooole bunch of fee revenue – we’re talking ~$25M-$90M per month. 👇
Historically, these fees have largely gone to the Aave DAO’s treasury to fund further development…
But now Aave is looking to start sharing some of those profits directly with $AAVE holders and/or stakers.
So zooming out, this is what $AAVE holders could soon be seeing:
- $1M of guaranteed buy pressure per week (~$4M per month) for the next 6 months
- Those saved funds going to staking rewards and ecosystem growth (potentially increasing Aave’s revenue)
- A cut of that (hopefully) increased revenue in their pocket
As we said last week, buybacks are a way for projects to signal to the market:
“We’ve found product-market-fit (PMF) – people love what we’re putting down! As a result, we have more money than we know what to do with.”
And it’s the kind of statement that can move a token’s price up 20-30% in a day.
So here’s the trick:
Find fundamentally strong projects that have clear PMF, and allocate to them before they announce a buyback scheme (which will likely become more commonplace now that the US regulatory environment is mellowing out).
Ok, now – want even more alpha?
Kyle, Jay, myself (Chevy) and others from the Milk Road team are going to be at Permissionless in NY, from June 24th - 26th 2025 (you can get $100 off tickets with the code: MILK100 btw).
If we hosted a meetup would you come?
- Will attend conference & meet up
- Will attend meet up & not conference
- Will attend conference & not meet up
- Won't attend either (too far away)
- Won't attend either (not for me)
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(P.S. If you’re not a PRO member and don’t want to miss the next call – you can join here!)
3 WAYS A U.S. CRYPTO RESERVE COULD BECOME A REALITY
Yesterday I got a DM from our Podcast Manager, Adrien, saying:
“Dude, I know we don’t have room for a full podcast section in today’s newsletter, but this needs to go out tomorrow – it’s a banger!!”
And when Adrien gets psyched about an episode, I listen – so here it is!
Our chat with Jake Chervinsky (Chief Legal Officer for the Variant Fund) on what it's going to take to see a Crypto Strategic Reserve in the US. 🫡
The TL;DR:
- The creation of a US Crypto Reserve via executive order alone is unlikely, due to the Congressional spending authority.
- The fastest approach would be an executive order halting government sales of seized crypto assets.
- A more complex, but legally sounder route would involve the Treasury using the Exchange Stabilization Fund to create the Reserve
…but honestly, that’s just scratching the surface! Click below to watch the full episode now! 👇
YouTube | Spotify | Apple Podcasts
BITE-SIZED COOKIES FOR THE ROAD 🍪
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Vitalik, CZ, Brian Armstrong, Anatoly (and more) are all going to be in the same place. The place? Trump’s crypto summit happening on Friday.
More news about the upcoming crypto summit. Lutnick reveald that Trump might announce the Bitcoin Strategic Reserve strategy during the summit. Gonna be another wild weekend if true.
Imagine being able to buy $COIN or $TSLA directly with your crypto. Mass is offering just that to help easily diversify your portfolio.
There’s a theory going around about Trump’s tariffs. It goes something like this - tariffs = inflation up = economy slows down = more chance of rate cuts = trump admin refinancing at a lower interest rate.
Ledger keeps your crypto safe. If you think it’s too expensive for you, they’ve got a compact affordable option as well - Ledger Nano.**
*this is sponsored content. **this is partner content.
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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.
