2021 All Over Again? The 55% Bitcoin Drop That Preceded New Highs w/ Scott Melker

The Catalysts That Could Trigger the Next Bitcoin Breakout w/ Matt Hougan

Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit to stay smart on crypto: https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-feb11In this episode, Matt Hougan (Bitwise CIO) breaks down why the bear market may have quietly begun in January 2025, long before the recent Bitcoin selloff. We analyze the real causes behind the February 5th crash, the role of institutional ETF flows, OG Bitcoin selling, the four-year cycle, and why “no bid” markets fall fast.

Too Many Tokens, Too Little Value: What Crypto Got Wrong w/ Matt O’Connor

In this episode of the Milk Road Show, we sit down with Matt O’Connor, co-founder of Legion, to break down the structural problem facing crypto right now: too many tokens, too little demand. We explore why this cycle looks different from previous ones, how capital flows and leverage are shaping Bitcoin’s volatility, and why forced sellers, not just sentiment, can drive violent market moves.

Milk Road Crypto PRO AMA - Jan 28, 2026

Zoom Out: Why This Crash Doesn’t Change the Crypto Thesis w/ Bill Barhydt

In today’s episode of the Milk Road Show, we sit down with Bill Barhydt, founder of Abra, to zoom out on one of the most violent crypto drawdowns in years and explain why price action is telling a very different story than fundamentals. Bill has lived through multiple 70%+ Bitcoin drawdowns. In this conversation, he breaks down why this crash looks scary, why it feels worse than it is, and why long-term investors may be focusing on the wrong signals.

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

Why Institutions Need Coinbase to Move Onchain w/ Brian Foster

In this episode of The Milk Road Show, Brian Foster explains how Coinbase has become the backbone for banks, asset managers, fintechs, and payment providers moving their operations onchain. We cover why Coinbase now custodies over $500B in assets, how stablecoins are turning into global payment rails, what Stablecoin as a Service means for institutions, and how tokenization of stocks, treasuries, and real-world assets is accelerating. Brian also shares why public blockchains are winning and how tokenized assets will eventually connect with DeFi.

Milk Road PRO AA Portfolio Update - Feb 11, 2026

Crypto Is Crashing… But The Macro Data Says a Massive Rally Is Coming w/ John Gillen

In this episode of The Milk Road Show, John Gillen explains why crypto is getting crushed right now and why this may actually be the setup for a major bullish reversal later in 2026. The selloff didn’t start in crypto; it started in software stocks, private credit fears, and broader market panic around AI disrupting SaaS. Because Bitcoin is currently being priced by the market like a high-beta software asset, that fear has spilled directly into digital assets.

The Case for Canton Network as the World’s Biggest Blockchain w/ Yuval Rooz

In this episode of The Milk Road Show, Yuval Rooz explains why the Canton Network is already moving hundreds of billions of dollars onchain, not through DeFi, not through speculation, but through the actual plumbing of the financial system.

How Deep Into the Bitcoin Bear Market Are We Now? w/ Julio Moreno

In this episode of The Milk Road Show, CryptoQuant analyst Julio Moreno returns to the show to break down why nearly every major Bitcoin indicator has flipped bearish since November, long before price fully rolled over. From ETF outflows, to the Coinbase premium turning negative, to stablecoin liquidity drying up, the data is painting a very clear picture: the structural drivers of a bull market are gone.

Ethereum vs Bitcoin: The Trade Everyone Is Missing in 2026 w/ Kyle Reidhead & John Gillen

In this episode, Kyle Reidhead and John Gillen break down why that frustration is actually the signal, not the problem. We get into how crypto’s market structure has fundamentally changed, why the era of memecoins and “number-go-up” narratives is fading, and why Ethereum may be structurally better positioned than Bitcoin for the next phase of the cycle. The real story isn’t speculation, it’s the migration of trillions of dollars in credit, equities, commodities, and ETFs moving on-chain.

Where to Invest in Crypto When 90% of Projects Are Uninvestable w/ Ryan Connor

Most crypto projects look investable on the surface, but dig one layer deeper, and 90% don’t survive serious scrutiny. In this episode of The Milk Road Show, we’re joined by Ryan Connor, Head of Research at Blockworks, to break down how the crypto market is maturing, why the “buy everything” approach is dead, and where investors should actually be looking as we head toward 2026.

Will the Rotation From Gold to Bitcoin Actually Happen? w/ Matt Hougan & Ryan Rasmussen

In this episode of The Milk Road Show, we sit down with Matt Hougan and Ryan Rasmussen from Bitwise to unpack one of the biggest questions in markets right now: is capital actually rotating from gold into Bitcoin, or is that just a narrative investors want to believe?

CRYPTOJAN 29 2026

LG Doucet

The One Metric Investors Must Watch to Understand Crypto’s Next Move w/ Nick Forster

In this episode of The Milk Road Show, we sit down with Nick Forster, founder of one of the largest onchain options desks, to unpack the one metric serious investors are watching to understand where crypto is headed next. While most traders obsess over charts, narratives, and short-term price action, options markets are pricing something very different and far more informative.