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Charles Menke
VIDEOS
In this episode, Matt Hougan and Ryan Rasmussen from Bitwise break down one of the biggest debates in crypto right now. Three leading research firms have three completely different views on Bitcoin’s next move, with forecasts ranging from a fresh low to a new bull market. We discuss what institutional investors are really thinking, why Bitcoin drawdowns may never be as deep as previous cycles again, and whether interest rates are actually driving the market.
In this episode, we sit down with CryptoQuant Head of Research Julio Moreno to break down the on-chain data behind Bitcoin’s recent price action. Julio explains why Bitcoin is entering a historical value zone, why demand is still contracting, and why the same metric that helped identify previous market bottoms is flashing again.
Is crypto setting up for the opportunity of the cycle? While most investors are waiting for the perfect bottom, John Gillen argues that the biggest opportunities are often found when sentiment is at its worst. In this episode, we break down why crypto may be severely undervalued, why Bitcoin’s bottoming process matters more than the exact bottom price, and which assets could emerge as the biggest winners of the next cycle.
In this episode, futurist and early Bitcoin investor Armando Pantoja joins the Milk Road Show to explain why he believes Bitcoin belongs alongside AI, quantum computing, and robotics as one of the most important technologies of the future. We dive into how AI agents and robots could become the next wave of crypto users, why quantum computing may not be the threat Bitcoin investors fear, and how blockchain could become the foundation of a machine-driven economy. Armando also shares his long-term outlook on wealth creation, life extension, robotics, SpaceX, and the technologies that could redefine civilization.
Strategy’s STRC product has fallen below $100, Bitcoin is stuck around $64K, and crypto investors are debating whether this is a massive opportunity or the start of a much bigger problem. In this week’s Milk Road Pro analyst meeting, we break down what’s really happening with Strategy’s preferred stock, whether the market is misunderstanding the risks, and why some analysts believe the current yield could be one of the most attractive opportunities in crypto right now.
Bloomberg ETF analyst James Seyffart joined us to break down what's really happening beneath the surface of the crypto market. Headlines are screaming about Bitcoin's decline and nearly $4 billion in ETF outflows. But the data tells a much more nuanced story. ETF investors are actually showing WAY more conviction than in previous crypto cycles. And the selloff might not be coming from where most people think. The narrative and the reality are two different things right now. That gap is usually where the opportunity hides.
Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-jun2
We break down why the unstoppable momentum of the AI trade is completely overwhelming global energy shocks, how the impending $2 trillion wave of tech IPOs will permanently reshape capital markets, and why a divided Federal Reserve is preparing for a high-stakes battle over interest rates.John explains why Bitcoin’s recent slide below $71K is hitting the most sensitive part of the risk curve, and why a short-term drawdown could present a generationally great opportunity to accumulate long-term value.
In today's episode, we break down how to spot legendary, asymmetric opportunities when the market leaves down-and-out tech and crypto assets completely for dead. Eric Jackson, founder of EMJ Capital, explains how his proprietary AI models explicitly front-run global macro liquidity shifts, and why crypto data structures can provide vastly superior predictive market tells over traditional stocks. We dive deep into his unhinged 15-year targets: predicting $1.5M Ethereum and a staggering $50M Bitcoin.
Matt Hougan and Ryan Rasmussen from Bitwise broke down why they think Hyperliquid ($HYPE) could STILL be massively undervalued. Even though it's already become one of crypto's biggest winners this cycle. We get into the rise of "Gen 2" crypto tokens, why Hyperliquid's tokenomics are fundamentally different from previous cycles, and how onchain perpetuals could reshape global financial markets. The first generation of crypto tokens was mostly speculation. Gen 2 is starting to look a lot more like actual businesses. That changes how you value them. And what they're really worth.
Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-may27
Ethereum is getting roasted harder than ever right now. ETH price action has been a slog. Major voices in crypto are publicly questioning the ecosystem. Even longtime Ethereum supporters are splitting into different camps. So is Ethereum actually failing? Or is it quietly evolving into something way bigger than most people realize? John Gillen joined the show to break down Ethereum's identity crisis, why Vitalik's recent comments matter so much, and why the future of crypto might come down to one question: Does Ethereum pick decentralization... or speed, hype, and short-term price action?
