Milk Road PRO Portfolio Update #4 - Feb 12, 2025

PRO AMA: The real macro risk is still oil

Milk Road PRO AA Portfolio Update - Feb 11, 2026

Milk Road Macro PRO AMA - Feb 10, 2026

Milk Road PRO All Access Market Pulse - Feb 04, 2026

Milk Road PRO AA Portfolio Update - Jan 21, 2026

Milk Road PRO All Access Market Pulse - Jan 14, 2026

Milk Road Macro PRO AMA - Jan 13, 2026

Milk Road Macro PRO AMA - Dec 16, 2025

Crypto May Be Setting Up For A Massive Bull Market w/ John Gillen

John Gillen joined us on the Milk Road Show to break down why Bitcoin, Ethereum, altcoins, AI infrastructure stocks, and macro liquidity might all be lining up for a massive move higher. Crypto sentiment has been in the gutter for months. But under the hood? The fundamentals might actually be getting stronger. We dig into the "hidden bear market" theory - the idea that crypto winter may have already quietly happened while everyone was waiting for it. The setup is there. The narrative is wrong. The opportunity might be hiding in plain sight.

Why SpaceX Wants To Put AI Data Centers In Orbit

In this episode of Milk Road AI, Daniel Maguire from ARK Invest explains why the next massive trade in the AI infrastructure build-out is heading beyond Earth’s atmosphere. We explore the emerging concept of orbital data centers and how SpaceX's lead in full rocket reusability is making space-based compute a financial reality. Daniel breaks down the critical energy bottlenecks on Earth and why sun-synchronous orbits offer a nearly infinite, battery-free power source for future AI hyperscalers. We also dive into the convergence of space, defense, and nuclear energy, highlighting specific public and private companies like Rocket Lab and Oklo that are positioned to benefit from this $10 trillion global power shift.

The Bitcoin Setup Right Now Looks NOTHING Like Previous Cycles w/ Matt Crosby

Has Bitcoin already bottomed? Or is crypto about to take another brutal leg down? Matt Crosby from Bitcoin Magazine Pro joined us on the Milk Road Show to break down why Bitcoin's current setup might be fundamentally different from every previous cycle. ETF accumulation. Institutional demand. Shrinking Bitcoin supply. Extreme bearish sentiment. Matt explains why the classic 4-year cycle might be breaking in real time. Right in front of us. The cycle everyone's used to playing? Might not exist anymore. That changes everything.

The Biggest Crypto Narrative Shift Since Bitcoin ETFs

The Milk Road team breaks down why crypto might be entering a completely new phase. One driven less by speculation and more by actual infrastructure. Stablecoins. Tokenization. AI agents. Real financial products moving onchain. Bitcoin is still the foundation. That's not changing. But capital is starting to rotate deeper into the crypto stack - toward the companies and protocols that are actually making money in this industry. We get into stablecoins, tokenized assets, private credit, DeFi vaults, AI-powered agents, Coinbase's growing dominance, Robinhood's strategy, Circle's positioning, and whether Ethereum and Solana actually capture long-term value as adoption grows. The vibes era of crypto is fading. The fundamentals era is showing up. Different game now.

CRYPTOMAY 7 2026

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