Full Episode https://youtu.be/tuAVgW_iAJ0 HELP US GROW Subscribe to the Web3 Academy Podcast SUBSCRIBE TO ...
VIDEOS
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.
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.
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.
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?
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.
In this episode of The Milk Road Show, Raoul Pal lays out a thesis that’s equal parts uncomfortable and urgent: the global financial system is heading toward an economic singularity, and most people are completely unprepared for it. Raoul explains why the familiar 4-year crypto cycle no longer applies, how debt, liquidity, and political incentives are extending the cycle, and why the chaos and boredom in crypto right now may actually be the setup, not the failure.
In this episode of The Milk Road Show, Hoolie Tejwanie (Head of Coinbase Ventures) breaks down where Coinbase’s venture arm is investing right now, what categories they’re most bullish on for the next wave, and why the classic “4-year cycle” framework might not work the way it used to. We get into the real crypto opportunities that are forming before they hit mainstream narratives, from the stablecoin explosion and prediction markets, to DeFi’s next chapter, privacy, and the emerging overlap between crypto, AI, and robotics.
In this episode of the Milk Road Show, we’re joined by DJ Hà Trang, Head of Research at Bird Eye, to break down why Solana is winning what she calls Internet Capital Markets. While most investors are focused on short-term charts, this conversation zooms out to examine on-chain revenue, capital efficiency, institutional adoption, and the infrastructure upgrades positioning Solana as a global financial settlement layer.
In this episode of the Milk Road Show, Jeff Park explains why that feeling may be exactly the point. Beneath the surface, the Bitcoin thesis is winning while attention, leverage, and volatility are being actively suppressed. Institutional adoption is real, regulatory clarity is advancing, and distribution channels are being built, but none of it looks or feels like past bull markets.
In this episode, Scott Melker explains why tiny price moves are triggering massive liquidations, what’s breaking in crypto market structure, and why leverage is the real threat hiding beneath the surface.We cover why billions are getting wiped out on 2–3% moves, how traders are abusing leverage, and why this cycle feels different from past Bitcoin drawdowns. Scott also breaks down the macro forces nobody is watching, including Japan’s bond market and how uncertainty is keeping crypto trapped in a dangerous regime.
In this episode of The Milk Road Show, Bloomberg ETF analyst James Seyffart breaks down what most traders get wrong on red days: price is loud, but ETF flows are the real signal.Because here’s the twist, when Bitcoin gets hit, the biggest ETF buyers often don’t panic sell… they buy the dip. And the real selling pressure? It might not be coming from ETF investors at all.
In this episode of The Milk Road Show, we sit down with Rune Christensen (Founder of Sky / MakerDAO) to break down the actual crypto battleground for the next cycle: stablecoins, onchain yield, and the money rails institutions will use once regulation turns the lights on.Because when the “real” money arrives, it won’t chase memes.It will chase liquidity, safety, and scalable yield.And if you understand where that money sits first… you’ll see the next crypto opportunity before it becomes obvious.
