AI Infra is Ripping: What's Next?

The rally: Bull run or trap?

Buying the Dip: Top Picks

PRO AMA: Chips, Oil, and a nervous market

AIMAR 17 2026

Melvin

PRO AMA: Buy the dip or wait? Our honest take

Milk Road AI PRO AMA - Feb 17, 2026

Milk Road Crypto PRO AMA - Jan 28, 2026

Milk Road AI PRO AMA - Jan 20, 2026

Milk Road Crypto PRO AMA - Dec 17, 2025

The “Privacy Chain” Thesis: Why Crypto’s Next Winners Won’t Be Public

Crypto is entering a brand new era. And according to a16z GP Ali Yahya, the next generation of winners won't be the fastest public blockchains. They'll be the private ones. Plot twist nobody saw coming. We break down why privacy is becoming one of the most important narratives in crypto, why institutions might never fully adopt transparent blockchains (would YOU want every trade you make on a public ledger?), and how AI agents could soon become autonomous economic actors using crypto rails. The next chapter of crypto isn't about being more open. It's about being smarter about what you show.

“Scarcity Will Become Priceless”: The Next AI Investment Thesis

In this episode, we break down one of the biggest investing theses coming out of the AI boom: why scarcity could become the most valuable asset on the planet as AI creates an era of digital abundance. Translation: when everything becomes infinite, the stuff that's still finite becomes priceless. We dig into the exploding AI CapEx race, why Wall Street is dumping trillions into AI infrastructure, and why investors are bailing on traditional SaaS and rotating into AI infrastructure plays. Names like Nvidia, Micron, Nebius, Palantir, Bloom Energy, and the data center supply chain. The shovels and pickaxes of the AI gold rush. And the smart money is already loading up.

“We Kept Messing It Up”: Crypto Should Be WAY Higher w/ Matt Hougan & Ryan Rasmussen

Is $60K the true Bitcoin bottom? Are we already in the next phase of the crypto bull market? In today’s episode, we sat down with Matt Hougan and Ryan Rasmussen from Bitwise to break down why markets might be massively underpricing what's happening in crypto right now. Here's the wild part: despite the macro chaos - wars, political uncertainty, market volatility - crypto just keeps trending higher. Why? Because we're not just in another cycle. We're sitting in the middle of a once-in-a-generation shift where money, finance, and global infrastructure are getting rebuilt from the ground up. The cycle thesis is getting old. The transformation thesis is just getting started.

Energy Is About to Become the Most Valuable Asset on Earth w/ Clem Chambers

In today's episode, we sat down with market veteran Clem Chambers on Milk Road Macro to break down the massive structural shifts happening in the global economy right now. Energy. AI. Geopolitics. They're about to reshape... pretty much everything. We dig into the renewed Iran conflict, oil supply risks, and how a single bottleneck in the global energy system could trigger inflation, supply shocks, and serious market volatility. Clem explains why "the market already knows what's happening" before the rest of us do, how capital flows signal real-world events before they hit the headlines, and why assets like Bitcoin tend to spike during geopolitical instability. The market is whispering. Most people aren't listening yet.

CRYPTOMAY 5 2026

John Gillen