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GM. This is Milk Road, the #1 doctor-recommended source for your daily nutritious crypto news (don't fact check that).
Here’s what we got for you today:
- ✍️ Is it time to freak out?
- ✍️ Ripple makes the 2nd largest acquisition in crypto history
- 🏆 March Madness winners announced!
- 🥛 Milk Road PRO Portfolio updates
- 🎙️ The Milk Road Show: Why This Macro Framework Says to Buy the Dip w/ Kyle Reidhead
- 🍪 Former enemies are now becoming friends
Prices as of 2:00 PM ET. Click here for our Fear & Greed Index.
IS IT TIME TO FREAK OUT? 🚨
It was a rough weekend.
The kind of weekend where you find yourself posing hypothetical fantasy scenarios, like:
“What if I had cashed out at January’s peak…I could have bought back in today and doubled my holdings...”
But the time for beating yourself up over ‘what could have been’ has now passed!
And today, we’re sitting down with Kyle Reidhead (Head Of Research at Milk Road) to do two things:
👉 Get an update on the current market, where we’re headed from here, and whether or not now is the time to freak out (spoiler: it’s not).
👉 Announce the upcoming launch of the Milk Road Macro podcast and newsletter – join the waitlist here!
Kyle delivered his thoughts on today’s episode of The Milk Road Show (which you can watch here).
…but last I checked, you subscribed to a newsletter – which means you’re the reading type!
So here’s a comprehensive TL;DR of everything covered in the episode:
1/ Current Market Sentiment 🥴
- Crypto markets dumped for three straight days
- The Fear & Greed Index is near historic lows
- Everyone is watching Trump’s Wednesday deadline on tariffs
- Polymarket shows a ~5% chance he’ll pause tariffs (at the time of writing)
2/ Trump’s Economic Strategy 🗺️
- Shrink the public sector & grow the private sector
- Bring manufacturing back to the U.S. to secure supply chains
- Reduce the trade deficit — especially with China
Trump wants zero tariffs on the US – plus major foreign investment into U.S. energy and infrastructure.
This is aggressive and risky, but it’s a long-term strategic reset, not short-term politics.
3/ Tariff Scenarios 💣
Kyle lays out 3 possible paths:
- Best case: Quick deals = tariffs removed = markets rally. Unlikely.
- Worst case: Tariffs remain = prolonged pain.
- Most likely: Middle ground. Deals trickle in, especially with smaller nations – but China is the big game.
4/ Macro Data: What to Watch 📈
Financial conditions are loosening – and despite the fear, global liquidity (fresh cash sloshing around the system) is at all-time highs!
Plus:
- The DXY (US Dollar Index) dropped from 110 to 103. Weaker dollar = better for crypto.
- Oil prices and commodity prices are falling = lower inflation.
- Truflation and input costs (like eggs and gas) are falling fast.
- Central banks (esp. China) are printing and lowering rates.
This is bullish for Bitcoin and hard assets!
5/ Final Takeaways 🔮
- Market panic is high, but macro indicators are improving.
- Relief is more likely than deeper pain — unless a black swan emerges.
- Best move now: Don’t trade on geopolitics, accumulate $BTC, and wait.
Alright, that’s just about everything we could squeeze into a single article!
If you want a closer look at all of the above – click below to watch the full episode now. 🤝
YouTube | Spotify | Apple Podcasts
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RIPPLE MAKES THE SECOND LARGEST ACQUISITION IN CRYPTO HISTORY 💰
Imagine you’re a big-dog institutional investor…
You wear custom suits, drive a fancy car, and have an annoying habit of reminding people that “It’s not real champagne if it doesn’t come from the Champagne region of France.”
When you want to buy foreign currencies, precious metals, crypto, commodities, etc. – you’re not organizing the smooth exchange of assets yourself.
You’re rich! You have someone else that does all that busy work for you.
That ‘someone else’ is known as a prime broker – and as of a few hours ago… 👇
Here’s what they plan to do with it:
👉 Pump a whooole lot of cash into growing the existing prime brokerage business
👉 Bring part of the company onchain, increasing efficiency/lowering costs
👉 Use their $RLUSD stablecoin for trade collateral
Here’s how those last two points might work…
Right now, when Hidden Road buys/loans/trades assets on behalf of their big-dog clientele, they’re doing so on TradFi rails – which means transactions take days to settle, and incur high fees.
By moving away from fiat $USD and over to $RLUSD, certain transactions within the business can become instant and dirt cheap.
In general, it’s a smart move! Buying high revenue companies and removing friction/costs with blockchain is a great way to create new revenue streams and increase profit.
Now, zooming way out:
This feels like a branding strategy of sorts. Tether ($USDT) and Circle ($USDC) have eaten up most of the market share for all-purpose stablecoins.
Ripple’s play: carve out a position as “a premium enterprise-grade USD-backed stablecoin.”
Aka: buy their way into becoming the stablecoin of choice for big-dog investors.
(Kinda like how Amazon purchased Whole Foods, instead of starting from scratch in food delivery).
And now that the US regulatory environment is easing, we expect crypto companies to fast track their adoption via mergers & acquisitions (just like Ripple) at a way higher rate!
MARCH MADNESS WINNERS ANNOUNCED! 🏆
If you weren’t a part of our March Madness bracket – you missed out on a helluva good time!
Here’s a quick recap of everything that went down:
- We had a huge turn out, with 104 people competing 💪
- We had to (got to) disqualify our GM, Tyler, after he took 2nd place 😄
- Serge, who took 1st place, won in a landslide with 14 points more than Tyler 🫡
- All winners were decided in a single game, when Florida beat Houston in the finals (65-63) 😧
To everyone that joined – thanks for playing!
And to the winners listed in the image above – respond to this email to confirm your prize (we’ll deliver them this Friday)!
MILK ROAD PRO PORTFOLIO UPDATES 📊
We’re buying the dip, we just added another $100k to the Milk Road PRO Portfolio! We’ve allocated 35% of it today and will look to allocate more as we go.
If you want to see what we’re buying and why, go PRO and keep scrolling to find out. 👇
Disclosure: We are not a day trading portfolio so don’t expect a high volume of trades. Read our “how to build a crypto portfolio in 2024” report to learn more about our portfolio strategy.
Portfolio performance 📉
The Milk Road PRO Portfolio saw a sharp drop over the past 7 days. Our portfolio value (before allocating new capital) is at $64.5K, down 14.19% since last week.
Portfolio changes 👀
The Milk Road PRO Portfolio is available for Milk Road PRO members only.
Already a PRO member? Log in here.
GO PRO AND UNLOCK:
- Full access to the Milk Road PRO Portfolio, our yield strategies & weekly updates to see what we’re actively investing in 👆
- NEW: Unlimited access to the Milk Road PRO Token Center with token ratings and insights. 🔓
- Weekly “Where Are We In The Cycle?” indicators to help you spot the bull market top before it’s too late 📈
- Weekly reports that help you spot early trends, navigate the markets by limiting risk & catch those sweet cha-ching moments 💰
- Access to the PRO Community, where the Milk Road crew & 1000s of fellow PROs talk crypto. Don’t miss the monthly live events! 🫂
- Half Off the Crypto Investing Masterclass 📚️
Already a PRO member? Log in here.
PRO REVIEW OF THE WEEK
BITE-SIZED COOKIES FOR THE ROAD 🍪
Earn passive income with stablecoins! We’ve dropped a page on how to earn yield on your stablecoins by lending them out.
Another win for crypto regulation. The DOJ shuts down the unit that was dedicated to crypto-related investigations.
Former enemies are now becoming friends. The SEC is inviting Coinbase, Uniswap Labs, and Cumberland to its crypto roundtable on Friday — the same companies it had sued earlier.
Standard Chartered is back with another bold prediction. They believe that $XRP will jump over 500% by 2028. Spicy take, huh?
We’re teaming up with MEXC for a special offer just for new users. Sign up with the exchange, make a few trades and you can win up to 250 USDT.** **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.
