Natalie Brunell: Retail Still Isn’t in Bitcoin… And That’s Extremely Bullish

AI Is Winning The Capital War… Can Crypto Catch Up?

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-may14AI infrastructure is sucking in trillions in capital. Crypto keeps lagging behind. So where does that leave Bitcoin, Ethereum, stablecoins, tokenized assets, and the future of digital finance? In today's Milk Road Pro Research Meeting, the team breaks down why AI has become the market's biggest "black hole" for capital, whether the Clarity Act could finally unlock real institutional adoption for crypto, and why the next crypto bull market might look completely different from anything we've seen before. Different playbook. Different winners. Different timeline. The old cycle is dead. Long live whatever comes next.

Bitcoin Just Flashed The Same Signals As The 2022 Crash w/ Julio Moreno

CryptoQuant's Head of Research, Julio Moreno, joined the Milk Road Show with a take most bulls don't want to hear. Bitcoin's recent move from $60K to $82K? It might not be the start of a true bull market. Could just be a classic bear market rally. Like 2022 vibes. Julio explains why Bitcoin's rejection at the 200-day moving average could be a major warning sign, why traders are aggressively taking profits, and why spot demand is still nowhere to be found despite the bounce. A rally without spot demand is like a house without a foundation. Looks good. Doesn't last.

The One Catalyst That Could Send Crypto Soaring Is Happening Now w/ Alex Thorn

The crypto market might be approaching its biggest regulatory turning point yet. We sat down with Alex Thorn (Head of Firmwide Research at Galaxy Digital) to break down the Clarity Act, the stablecoin war happening behind the scenes, and why this week's Senate vote could decide the future of crypto in the U.S. Will the Clarity Act unlock the next phase of institutional adoption for Bitcoin, stablecoins, DeFi, and tokenized assets? Or will political opposition and banking pressure derail all the momentum the industry has built? This vote isn't just policy. It's the future of crypto in America. And the result lands this week.

CRYPTOMAY 12 2026

John Gillen

Crypto May Be Setting Up For A Massive Bull Market w/ John Gillen

John Gillen joined us on the Milk Road Show to break down why Bitcoin, Ethereum, altcoins, AI infrastructure stocks, and macro liquidity might all be lining up for a massive move higher. Crypto sentiment has been in the gutter for months. But under the hood? The fundamentals might actually be getting stronger. We dig into the "hidden bear market" theory - the idea that crypto winter may have already quietly happened while everyone was waiting for it. The setup is there. The narrative is wrong. The opportunity might be hiding in plain sight.

The Bitcoin Setup Right Now Looks NOTHING Like Previous Cycles w/ Matt Crosby

Has Bitcoin already bottomed? Or is crypto about to take another brutal leg down? Matt Crosby from Bitcoin Magazine Pro joined us on the Milk Road Show to break down why Bitcoin's current setup might be fundamentally different from every previous cycle. ETF accumulation. Institutional demand. Shrinking Bitcoin supply. Extreme bearish sentiment. Matt explains why the classic 4-year cycle might be breaking in real time. Right in front of us. The cycle everyone's used to playing? Might not exist anymore. That changes everything.

The Biggest Crypto Narrative Shift Since Bitcoin ETFs

The Milk Road team breaks down why crypto might be entering a completely new phase. One driven less by speculation and more by actual infrastructure. Stablecoins. Tokenization. AI agents. Real financial products moving onchain. Bitcoin is still the foundation. That's not changing. But capital is starting to rotate deeper into the crypto stack - toward the companies and protocols that are actually making money in this industry. We get into stablecoins, tokenized assets, private credit, DeFi vaults, AI-powered agents, Coinbase's growing dominance, Robinhood's strategy, Circle's positioning, and whether Ethereum and Solana actually capture long-term value as adoption grows. The vibes era of crypto is fading. The fundamentals era is showing up. Different game now.

CRYPTOMAY 7 2026

LG Doucet

The “Privacy Chain” Thesis: Why Crypto’s Next Winners Won’t Be Public

Crypto is entering a brand new era. And according to a16z GP Ali Yahya, the next generation of winners won't be the fastest public blockchains. They'll be the private ones. Plot twist nobody saw coming. We break down why privacy is becoming one of the most important narratives in crypto, why institutions might never fully adopt transparent blockchains (would YOU want every trade you make on a public ledger?), and how AI agents could soon become autonomous economic actors using crypto rails. The next chapter of crypto isn't about being more open. It's about being smarter about what you show.

AI Infra is Ripping: What's Next?

“We Kept Messing It Up”: Crypto Should Be WAY Higher w/ Matt Hougan & Ryan Rasmussen

Is $60K the true Bitcoin bottom? Are we already in the next phase of the crypto bull market? In today’s episode, we sat down with Matt Hougan and Ryan Rasmussen from Bitwise to break down why markets might be massively underpricing what's happening in crypto right now. Here's the wild part: despite the macro chaos - wars, political uncertainty, market volatility - crypto just keeps trending higher. Why? Because we're not just in another cycle. We're sitting in the middle of a once-in-a-generation shift where money, finance, and global infrastructure are getting rebuilt from the ground up. The cycle thesis is getting old. The transformation thesis is just getting started.

Bitcoin Hits $80K… Is the Next Crypto Bull Run Starting? w/ John Gillen

Is this the real breakout? Or just another fakeout before a deeper pullback? Bitcoin is showing strength. Dominance is climbing above 60%. And yet... altcoins are barely doing anything. So what's actually going on under the hood? In today’s episode, we dig into the signals that actually matter right now: Bitcoin's repeated tests of resistance, why Ethereum and other major alts are lagging behind, and what needs to happen before we can officially call this a full crypto bull market. But honestly? The bigger story might not even be about price.

Crypto Q2 Outlook: What Actually Unlocks the Next Bull Run w/ David Duong

In today’s episode, we sat down with David Duong (Global Head of Research at Coinbase Institutional) to break down what's actually coming in Q2 2026. And more importantly, what will trigger the next major move in crypto? Bitcoin is hovering. Markets are getting whipsawed by macro headlines every other day. Meanwhile, institutions are quietly getting into position behind the scenes. Liquidity is shifting. ETFs are gaining traction. Regulatory clarity is inching closer. But is any of that enough to actually light the fuse on the next bull run?

Solana’s Plan to Put Crypto on EVERY Phone

In today’s episode, we break down one of the boldest strategies in crypto right now: Solana's push to put blockchain directly into your pocket. The Seeker phone just launched. There's a growing ecosystem of 800+ crypto apps. And a new partnership could integrate Solana's tech into nearly half of all Android devices. This isn't just another product launch. This is a serious shot at mass adoption. We sat down with the Head of Solana Mobile to unpack what a "crypto-native phone" actually is, why current mobile crypto experiences kind of suck, and how Solana plans to fix it by baking self-custody, wallets, and decentralized apps directly into the device.

Franklin Templeton: The Bitcoin Bull Case Just Got Even Stronger

In today’s episode, we sat down with Christopher Jensen (Portfolio Manager and Director of Digital Asset Research at Franklin Templeton), and the institutional take is even more bullish than you'd expect. Wall Street is hitting the gas on tokenization. And crypto is quietly becoming the foundation of the future financial system. Not "could be." Is. We cover Bitcoin's next major move, why Franklin Templeton believes all assets will eventually move on-chain, the rise of Hyperliquid and perpetual futures markets, the explosion of crypto ETFs and ETPs, and why Saylor's latest strategy product could reshape institutional capital flows. The plumbing is being rebuilt in real time. And the people building it aren't messing around.

Tokenized RWAs Could Be Crypto’s Biggest Long-Term Opportunity w/ Olivier Dang

In today’s episode, we sat down with Olivier Dang, co-founder of Kaio, to break down why tokenized real-world assets (RWAs) might be the biggest long-term trend in crypto. The numbers are kind of insane. $600 trillion in global assets... and only a tiny sliver currently onchain. The opportunity here is massive. Like generationally massive. We dig into how BlackRock money market funds, hedge funds, private credit, and even sovereign wealth fund products are getting tokenized across chains like Ethereum, Sui, Aptos, Near, and Hedera. This isn't a niche corner of crypto. This could reshape how investing works. Period.