GM. This is Milk Road โ the proverbial Sharpie, highlighting everything you missed in crypto this past week!
Hereโre the quick highlights from the week:
- โ๏ธ Alt Season has arrived
- ๐๏ธ The Most Bullish Ethereum Thesis You Havenโt Heard (Yet) w/ The Ether Machine
- ๐ Was there a recession last year?
- ๐ฒ How to win on prediction markets
KGeN ensures your product reaches real users and drives real growth. Request a demo to grow your protocol.
WHAT YOU MISSED THIS WEEK (P1)
Crypto headlines you shouldnโt miss
๐ Alt Season has arrived โ but we need rate cuts and a rising +50 ISM to take it from โmehโ to โface meltingโ (read more)
๐ Good news is: PPI data increased our chances of heavier rate cuts this month โ think 0.50% instead of 0.25% (read more)
๐ The crypto space averted disaster after it saw one of the most wide spread hacks in onchain history (read more)
๐ We dug into the long-term risks behind Digital Asset Treasuries (read more)
๐ Milk Road's Ethereum Price page is an easy way to track the price of Ether ($ETH) and follow real-time updates. Bookmark this page and let Milk Road keep you dialed into everything $ETH, all day, every day (read more)
Top podcasts of the week ๐๏ธ
๐ The Most Bullish Ethereum Thesis You Havenโt Heard (Yet) w/ The Ether Machine (listen in)
๐ This Guy Made $1M+ on Virtuals and Why He's Still Bullish! w/ Nick (listen in)
๐ Milk Road PRO AA Portfolio Update - Sep 10, 2025 (listen in)
35M USERS, REAL REPUTATION
In a world full of DeFi, GameFi and SocialFiโฆ
None work without VeriFi.
VeriFi = Verified Distribution Protocol for AI, gaming and consumer apps.
And the leader of this shiny new sector?
Itโs KGeN: building the VeriFi infrastructure for the next wave of web3.
Hereโs what you need to know about KGeN:
- Active network of 35M+ users (actual humans, not bots)
- Annualized revenue of $33.3M (massive ARR pre-TGE)
- Cash-flow positive
If your protocol wants real users and real growth, KGeN might be your secret weapon.
Request a demo to grow your protocol.
WHAT YOU MISSED THIS WEEK (P2)
All the macro stuff you might have missed ๐
๐ Was there a recession last year? And does that mean we are back in an โearly cycleโ environment? (read more)
๐ 50bps Fed rate cut in September? A jumbo rate cut could be coming (read more)
The wild sh*t from the degen world ๐ฒ
๐ The meta is just starting: how to win on prediction markets (read more)
๐ The trenches are hot this week! Here are some quick strikes LG took on Base this week (read more)
๐ Put your stablecoins to work and grow your stash. We just dropped a new page covering the best platforms for lending stablecoins (read more)
Ok, youโve eaten your vegetablesโฆ
Now itโs time for dessert:
MILKY MEMES OF THE WEEK ๐คฃ
Source: @AltcoinGordon
Source: @AltcoinGordon
