Too Many Tokens, Too Little Value: What Crypto Got Wrong w/ Matt O’Connor

AI Agents Will Need Crypto to Work (Here’s Why) w/ Tom Schmidt

Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit to stay smart on crypto: https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-mar4In this episode of The Milk Road Show, we break down why crypto, stablecoins, and blockchain payments may become the financial infrastructure powering the AI economy. Joining us today is Tom Schmidt, General Partner at Dragonfly, one of the most respected venture capital firms in crypto. Tom shares how top investors are thinking about the intersection of AI and crypto, why stablecoins could become the payment rails for AI agents, and what new opportunities are emerging as artificial intelligence and blockchain technology collide.

Arthur Hayes: Iran War = Fed Money Printing? Is a Massive Crypto Rally Coming?

Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit to stay smart on crypto: https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-mar3In today’s episode of The Milk Road Show, Arthur Hayes breaks down a bold macro thesis: historically, when geopolitical tensions rise and oil prices spike, the Federal Reserve responds with liquidity. If the U.S.–Iran conflict drags on, government borrowing could surge, and the Fed may be forced to step in with rate cuts or quantitative easing.

Bitcoin to $48K or $100K First? Why the Next Rally Would Hurt Most Investors w/ Peter Smith

In today’s episode of The Milk Road Show, we sit down with Peter Smith, Founder & CEO of Blockchain.com, to break down the current crypto market, the Clarity Act update, AI’s impact on digital assets, and whether Bitcoin is setting up for its most painful move yet. Peter argues there’s roughly a 65% probability that the yearly low is already in, but warns that the next move could shock the majority of investors.

Bitcoin Stuck? Coinbase Expert Reveals What’s REALLY Controlling the Price w/ David Duong

In this episode of The Milk Road Show, Matt Hougan and Ryan Rasmussen break down why institutions are turning bullish, how stablecoins are reshaping global finance, and why the current bear market could be setting up the next major crypto rally. Despite negative sentiment, outflows, and fears around AI disruption and regulation, adoption continues to accelerate. From BlackRock’s push into tokenization to Big Tech exploring stablecoin payments, the gap between crypto fundamentals and price action may be the largest it’s ever been. That disconnect, Bitwise argues, is exactly where long-term opportunities are born.

Bitwise’s Bull Case: Why Crypto Fundamentals Are Stronger Than Ever w/ Matt Hougan & Ryan Rasmussen

In this episode of The Milk Road Show, Matt Hougan and Ryan Rasmussen break down why institutions are turning bullish, how stablecoins are reshaping global finance, and why the current bear market could be setting up the next major crypto rally. Despite negative sentiment, outflows, and fears around AI disruption and regulation, adoption continues to accelerate. From BlackRock’s push into tokenization to Big Tech exploring stablecoin payments, the gap between crypto fundamentals and price action may be the largest it’s ever been. That disconnect, Bitwise argues, is exactly where long-term opportunities are born.

Has Bitcoin Lost Its “Digital Gold” Status for Good? w/ Ran Neuner

In today’s episode of The Milk Road Show, Ran Neuner (Founder of Crypto Banter) joins us to break down the biggest narrative shift in crypto right now, why Bitcoin may have lost its store-of-value story, what that means for the market, and whether this is just a temporary setback… or something much bigger. We dive into the growing decoupling between Bitcoin and gold, why institutions may be hesitating, how energy demand from AI is impacting mining, and why some major players are rotating out of BTC.

Why Ethereum May Be the Biggest Winner of the AI Revolution w/ John Gillen

In this episode of The Milk Road Show, John Gillen joins us to unpack the viral “2028 AI crisis” narrative shaking markets and explain why the long-term impact of artificial intelligence could be massively bullish for crypto, especially Ethereum. While fear spreads about job loss, software disruption, and economic upheaval, the fundamentals tell a different story. We explore how AI agents, autonomous economies, and exploding capital investment may actually increase demand for decentralized finance, digital scarcity, and onchain infrastructure. If machines start transacting, coordinating, and hiring each other, they’ll need permissionless money, identity systems, and settlement layers, all things crypto already provides.

Bitcoin Is Down… But Institutional Demand Is Surging w/ Austin Reid

Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit to stay smart on crypto: https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-feb23

Crypto’s Biggest Setup Is Happening Right Now w/ Kyle Reidhead

Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit to stay smart on crypto: https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-feb20

Bitcoin Downtrend Explained: Why Most Investors Are Getting Wrecked Right Now w/ Koroush

In this episode of The Milk Road Show, we break down what’s really happening in the crypto market as Bitcoin struggles in a clear downtrend and volatility shakes investor confidence. Pro trader Koroush joins the show to explain why price action still points lower, the key Bitcoin levels to watch, and why most retail investors lose money by confusing investing with trading.

The Real Bull Case: Why Coinbase Could Explode When Crypto Recovers

Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit to stay smart on crypto: https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-feb18In this episode of the Milk Road Show, we break down Coinbase’s latest earnings report and explain why the market may be completely mispricing the company. While headlines focused on a reported net loss, the deeper story tells something very different. When you strip out unrealized crypto losses from Coinbase’s balance sheet, the core business remains profitable and continues to generate hundreds of millions in adjusted earnings.

PRO AMA: Buy the dip or wait? Our honest take

Inside the Crypto Collapse: Binance Selling, ETF Exhaustion & OG Profit Taking w/ Delphi Digital

Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit to stay smart on crypto: https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-feb17In today’s episode of the Milk Road Show, LG sits down with Jason from Delphi Digital to break down the real forces behind the market downturn, from aggressive Binance spot selling to slowing ETF inflows and early Bitcoin holders quietly taking profits.

Stop Watching Bitcoin: The 3 Biggest Opportunities in Crypto Right Now w/ Jeff Dorman

Check prices, drink coffee, read Milk Road. It’s the easiest 5-minute habit to stay smart on crypto: https://milkroad.com/subscribe/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-feb16