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-april13
John Gillen
John is the host of Milk Road Macro and a digital asset investor focused on long-term value creation in crypto markets.
VIDEOS
In today’s episode, we sit down with Tether co-founder William Quigley to break down what’s really going on in the crypto market right now. While many investors are waiting for Bitcoin to break out, institutions and traditional finance players are quietly rebuilding the financial system using blockchain technology.
In today’s episode, we sit down with Adam Minehardt (Head of Public Policy at Chainlink), who’s on the ground in Washington, D.C., working directly on the legislation that could define the next decade of crypto. The Clarity Act is moving fast, but it’s facing major resistance from banks, political tensions, and deep disagreements around DeFi, yield, and developer liability.
In today’s episode of The Milk Road Show, we sit down with Guy Wuollet (General Partner at a16z Crypto) to break down why institutions are more bullish than ever, how crypto is merging with Wall Street, and why this moment could define the next major leg up in the market. We also dive into the rise of AI agents, the real opportunity in DePIN, and why crypto may be building the financial system of the future, just not in the way most people expected.
In today’s episode of the Milk Road Show, we sit down with Matt Hougan and Ryan Rasmussen from Bitwise to break down the real forces driving the crypto market right now, and why institutional demand could be the key to Bitcoin’s next move. Despite bearish sentiment across crypto, institutions are quietly accumulating. From ETF inflows to regulatory developments and macro shifts, there are three critical signals that could push Bitcoin toward the $95K level in 2026.
In today’s episode of Milk Road, we break down the two forces that are controlling Bitcoin and the entire crypto market right now, and why nothing else matters until they resolve. Bitcoin is hovering around $70K… but this isn’t strength. It’s uncertainty. Behind the scenes, a massive macro story is unfolding: a global energy shock, rising geopolitical tensions, and one of the biggest shifts in financial markets in decades. At the same time, crypto is waiting on regulatory clarity that could reshape the industry.
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-april3In today’s episode, we sit down with Catherine Gu, Head of Product for Digital Assets at the Solana Foundation, to break down why institutions, banks, and fintech giants are increasingly choosing Solana and what that means for the future of crypto. From the explosion of stablecoins to the rise of tokenized real-world assets (RWAs), we examine the most significant shift currently happening in crypto: the transition from speculation to genuine financial infrastructure.
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-april2
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-april1
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-mar31In this episode, we sit down with legal expert Jake Chervinsky to break down the single biggest factor that could shape the next crypto bull run: regulation. While prices are down and sentiment is low, institutions are preparing to move onchain. But there’s one major hurdle standing in the way, and it all comes down to the Clarity Act and how the U.S. decides to regulate DeFi.
In today’s show, we break down why this “boring” crypto market might actually be a generational trap, and why most investors get this phase completely wrong. We also dive into the biggest macro story in the world right now: the Strait of Hormuz crisis, and how a global supply shock in oil, gas, and key commodities could impact Bitcoin, Ethereum, and the entire crypto market.
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-mar27In today’s episode, we sit down with David Duong (Global Head of Institutional Research at Coinbase) to break down one of the biggest shifts happening in crypto… and why most investors haven’t caught on yet. From new SEC + CFTC regulatory clarity to BlackRock’s latest move into ETH, the foundation for the next phase of crypto is quietly being built. Meanwhile, institutions are increasing allocations, supply dynamics are tightening, and Ethereum could be setting up for a major reprice.
In this episode, we sit down with Jamie Leverton (CEO of Reserve One) to break down one of the biggest shifts happening in crypto right now, the move away from predictable boom-and-bust cycles toward long-term structural growth. For years, investors have relied on the idea that Bitcoin moves in cycles driven by halvings. But with over 20 million BTC already in circulation and institutions entering the space faster than expected, that model may no longer hold.
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-mar25In this episode, we break down one of the biggest moves in DeFi history: a $1 billion deployment into real-world assets (RWAs) through OBEX and the Sky ecosystem. This isn’t a theory anymore, this is capital actively flowing into mortgages, energy infrastructure, AI compute, and institutional credit… all onchain.
