Milk Man and John assess Bitcoin’s weekly close above $83,000, a breakout they see as evidence that bullish momentum is gaining strength after a prolonged bearish trend. They also examine the risks still facing crypto, including rising government bond yields, macro uncertainty, and the possibility that Bitcoin loses key technical support.
The discussion turns to Vitalik Buterin’s vision of Ethereum evolving from a blockchain into a decentralized “world computer.” John maps the levels that matter for ETH—holding $2,500, advancing toward $3,000, and ultimately breaking above $5,000—while outlining a conditional range of $6,000 to $10,000 and a directional 24-month target of $10,000 to $12,000.
They also use QNT’s sharp rally to explore a broader altcoin strategy: finding established teams and technically credible projects before the market reprices them. The potential payoff can be substantial, but so can the opportunity cost of waiting, making conviction, token economics, adoption, and value capture essential parts of the thesis.
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