Bitwise CIO: Why A New Bitcoin All-Time High Is Inevitable w/ Matt Hougan & Ryan Rasmussen

Why Most Ethereum Layer 2s Are About to Disappear w/ Eliezer Ndinga

In this episode of The Milk Road Show, we’re joined by Eliezer Ndinga, Global Head of Research at 21Shares, to break down a hard truth most crypto investors don’t want to hear: the Layer 2 boom is about to turn into a brutal selection process.

CRYPTOJAN 9 2026

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How Institutions Evaluate Crypto: Canton Network, Tokenization & Altcoins w/ Joshua Frank

In this episode of The Milk Road Show, Joshua Frank, CEO of The Tie, breaks down how institutions actually evaluate crypto when headlines, hype, and retail narratives stop working. We dig into why most altcoins are struggling to attract real buyers, why ETFs don’t mean what people think they mean, and why banks are quietly building on Canton Network instead of chasing public blockchains.

CRYPTOJAN 8 2026

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This DeFi Model Could Fix the Energy Crisis (And Power the Next Cycle) w/ Jason Badeaux

In this episode of The Milk Road Show, we sit down with Jason Badeaux, CEO of Daylight, to unpack how energy has quietly become one of the biggest bottlenecks for AI, data centers, EVs, and economic growth, and why DeFi might be the fastest way to fix it.

CRYPTOJAN 7 2026

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The Institutional Playbook for Crypto in 2026 (Retail Is Late Again) w/ Zac Prince

In this episode, we sit down with Zac Prince, former BlockFi CEO and now Head of Galaxy One, to unpack what’s actually happening behind the scenes in crypto, and why 2026 may look nothing like past cycles.We talk about why Bitcoin underperformed in 2025 despite perfect macro conditions, why ETFs and stablecoins matter more than most investors realize, and how institutions are quietly building the next phase of crypto infrastructure while retail attention drifts elsewhere.

CRYPTOJAN 6 2026

Milk Man

Why Tokenization Is the Real Crypto Opportunity Everyone Is Missing w/ Michael Tanenbaum

In this episode of The Milk Road Show, we stop obsessing over price action and focus on what actually matters: the infrastructure behind crypto. This conversation digs into the behind-the-scenes systems that move capital, settle transactions, and bridge crypto with the real economy. Our guest, Michael Tanenbaum, CEO of Figure Markets, breaks down how on-chain rails for mortgages, private credit, stablecoins, and tokenized real-world assets are quietly reshaping finance, whether the charts reflect it or not.

CRYPTOJAN 5 2026

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Why Crypto Infrastructure Matters More Than Narratives in 2026 w/ Delphi Digital

In this episode of The Milk Road Show, we sit down with Delphi Digital to break down what actually matters heading into 2026, and it’s not the loudest story on your timeline. It’s infrastructure: the rails, systems, and distribution layers being built while everyone else argues about price.

CRYPTOJAN 2 2026

LG Doucet

Coinbase’s 2026 Crypto Outlook: The Forces That Will Define the Market w/ David Duong

In this episode of The Milk Road Show, we go straight to the source of institutional thinking. David Duong, Head of Institutional Research at Coinbase, breaks down Coinbase’s 2026 Crypto Market Outlook, a deep, data-driven report that explains how real capital (not Twitter narratives) is positioning for what comes next.

CRYPTOJAN 1 2026

LG Doucet

Why 2026 Might Not Be the Bull Market Everyone Expects w/ Julio Moreno

In this episode of The Milk Road Show, onchain analyst Julio Moreno delivers an uncomfortable but data-driven take: we may already be in a bear market, and the catalysts people are counting on for 2026 aren’t as obvious, or as powerful as they think.

CRYPTODEC 31 2025

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Bitwise’s 2026 Thesis: Crypto Enters Its Most Important Phase Yet w/ Matt Hougan & Ryan Rasmussen

In this episode of the Milk Road Show, Bitwise CIO Matt Hougan and Head of Research Ryan Rasmussen lay out their Top 10 predictions for 2026, and the message is clear: crypto is leaving its speculative adolescence and entering institutional adulthood.

CRYPTODEC 30 2025

Milk Man

Crypto’s K-Shaped Market: Why Some Assets Will Explode and Others Go to Zero w/ Kyle Reidhead

In this episode of The Milk Road Show, Kyle Reidhead breaks down why crypto is no longer one big market, why most altcoins were left behind, and why 2026 won’t look anything like past cycles. Institutions did show up… just not where most people expected. Retail disappeared. AI stole attention and capital. And a handful of crypto use cases quietly kept winning under the hood.

CRYPTODEC 29 2025

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The Liquidity Chart That Could Decide Crypto in 2026 w/ Delphi Digital

In this episode, we go deep into Delphi’s 2026 Market Report to unpack the one liquidity chart most investors are ignoring, and why it could determine whether crypto breaks down… or breaks out over the next 12–24 months.

CRYPTODEC 26 2025

Milk Man

How Crypto Actually Becomes Part of Global Finance w/ Nevin

In this episode of the Milk Road Show, we go past the price charts and hype cycles to look at the real mechanics of how crypto becomes part of global finance, and why it’s been slower, messier, and more complicated than most investors expected.

CRYPTODEC 25 2025

Milk Man

Bitcoin Isn’t Weak: The Market Structure Has Changed w/ Matt Crosby

In this episode of the Milk Road Show, onchain analyst Matt Crosby breaks down why Bitcoin’s price action in 2025 confused almost everyone, and why that confusion is the point. ETFs, long-term holder selling, institutional demand, and shifting macro forces have quietly rewired how Bitcoin moves, flattening volatility while changing what bull and bear markets even look like.

CRYPTODEC 24 2025

LG Doucet

Why Crypto Failed to Rally in 2025, And Why That’s Bullish for 2026

In this episode of the Milk Road Show, the team breaks down what actually went wrong in 2025, and why that disappointment may have created the most bullish setup heading into 2026. This isn’t price hype or cope. It’s a macro-driven look at liquidity, market structure, Ethereum’s evolving role, investor psychology, and why fundamentals kept improving while prices stalled.

CRYPTODEC 23 2025

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Time To Go All-in Or Correction Incoming?

Time To Go All-in Or Correction Incoming?

Bitwise CIO: Why A New Bitcoin All-Time High Is Inevitable w/ Matt Hougan & Ryan Rasmussen

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Why Most Ethereum Layer 2s Are About to Disappear w/ Eliezer Ndinga

How Institutions Evaluate Crypto: Canton Network, Tokenization & Altcoins w/ Joshua Frank

This DeFi Model Could Fix the Energy Crisis (And Power the Next Cycle) w/ Jason Badeaux

The Institutional Playbook for Crypto in 2026 (Retail Is Late Again) w/ Zac Prince

Why Tokenization Is the Real Crypto Opportunity Everyone Is Missing w/ Michael Tanenbaum

Why Crypto Infrastructure Matters More Than Narratives in 2026 w/ Delphi Digital

Coinbase’s 2026 Crypto Outlook: The Forces That Will Define the Market w/ David Duong

Why 2026 Might Not Be the Bull Market Everyone Expects w/ Julio Moreno

Bitwise’s 2026 Thesis: Crypto Enters Its Most Important Phase Yet w/ Matt Hougan & Ryan Rasmussen

Crypto’s K-Shaped Market: Why Some Assets Will Explode and Others Go to Zero w/ Kyle Reidhead

The Liquidity Chart That Could Decide Crypto in 2026 w/ Delphi Digital

How Crypto Actually Becomes Part of Global Finance w/ Nevin

Bitcoin Isn’t Weak: The Market Structure Has Changed w/ Matt Crosby

Why Crypto Failed to Rally in 2025, And Why That’s Bullish for 2026

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