Welcome to the latest Payday AMA (Ask Me Anything), recorded live in the Milk Road PRO Discord.
On the Monday before each AMA, every analyst gets $500 dropped into their portfolio. What they do with it is their call, invest it, hold it in cash, whatever they think makes sense, but they have to explain themselves.
Then we go live on the first Wednesday to break it all down. John, Melvin and Martin walk through what they did with their $500 and why, and the rest is your questions on crypto, AI and macro in real time. No off-limits topics; think of it as your direct line to the analysts, where they break down what's happening and how to position yourself to win.
Want to get your questions answered next time? Submit them anytime using this form. The form is always open, but we only tackle questions live during the AMA.
Here's what was covered in this one:
- 🩸 One liquidation event set the tone for all of July.
- 🤖 A Samsung thesis that runs straight through Anthropic.
- 🏷️ Backdoor SK Hynix exposure at a 44% discount…
- ⚡ Crypto's quiet. Analysts think that's the opportunity.
