Welcome to the latest PRO AMA (Ask Me Anything), recorded live in the Milk Road PRO Discord.
We go live once a month, on the 1st Wednesday, to tackle your biggest crypto, AI, and macro questions in real time. No set agenda, 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:
- 💾 Melvin added to Samsung again. He sold $1,000 out of his portfolio to do it. Samsung has committed 70% of its memory production through 2031 to customers like Nvidia, Google and Microsoft.
- 💵 Martin took the $500 in cash. He's sitting at 5% cash and wants 15%, with the Milk Road macro index at a five-month low of minus 0.6. "The market is nervous and so am I."
- 🛒 John bought AERO, his first payday buy all year. He added $1,000 from his cash reserves on top of the $500. Aerodrome is the liquidity provider for Coinbase's tokenized stocks.
- 🥊 Both analysts leaned AI over crypto. Martin sees better risk reward outside crypto and would rather own hyperscalers. John kept saying pivot from AI into crypto anyway.
- 📉 Bitcoin's confirmation level is 83K. John wants a dip to 74K or 75K, a higher low, then a weekly close above 83K to call the bull market.
