The Milk Man’s Ultimate Crypto Bull Market Guide

Published: Mar 26, 2024

GM. This is Milk Road, your buddy that’ll hold your hand throughout this bull market.

Here’s the 411: If you’re messing around in crypto these days, you’ve got the golden ticket. We’re talking once-in-a-lifetime, hit-the-jackpot, dance-in-your-underwear kind of opportunities.

Well, good news. The Milk Man’s here to provide you with a step-by-step plan and foundational teachings to help you capitalize on the next big phase of the internet.

Say hello to the Milk Man’s Ultimate Crypto Bull Market Guide. 🐂

This is what you need to boost your crypto game to MVP status, all while sidestepping the slip-ups. 

To be honest, it’s not particularly hard to do well in crypto bull markets. These are times where almost everything goes up.

Where most people fail is by trying to do too much, not understanding the basics of crypto and investing and not managing their own emotions.

With some basic structure and strategy to your investment portfolio as well as some fundamental knowledge in crypto and its cycles, you can expect to do extremely well over time.

Forget about the 10% gains in traditional markets, those are gains for ants! 🐜 

In crypto, we see that in a day. These crypto cycles give us opportunities to grow our portfolios by multiples/year!

Below, you’ll find multiple years worth of lessons jam packed into one single guide. IF you choose to read and act on this information, you will significantly improve your chances of succeeding with your investments in crypto long-term.

Let’s start netting wins, not wipeouts.

Here’s what’s inside: 

  1. Investment Portfolio Fundamentals
  2. Crypto Business Models and Frameworks
  3. Macroeconomics
  4. Token Analysis

The sections below link out to various Milk Road PRO articles and reports. Read each article thoroughly and in the progressive order laid out below. This will help you to understand the bigger picture at play here when investing in crypto.

Important: Most of the resources below are paywalled and exclusive to Milk Road PRO members.

Portfolio Fundamentals 📊

If you’re tuning into Milk Road, you’ve got the crypto basics down. Now, let’s move on to understanding how to invest in this industry. 

The following are fundamental reports that you should read to get the lay of the land for investing in crypto and building your investing strategy for this cycle.

  1. A Framework To Invest In Crypto
  2. How To Build Your Portfolio For The Crypto Bull Market
  3. The When To Sell Plan
  4. 5 Tips For The Bull Market
  5. How To Invest In Application Tokens
  6. What an Investment Portfolio Should Look Like (keep in mind this is Kyle Reidhead’s portfolio from Jan 2024, so don’t copy it, but use it to understand what a portfolio should look like)
  7. My 2024 Crypto Portfolio: Updated (A look at how Kyle’s portfolio has changed since the beginning of the year)

The 6 reports above should get you up-to-speed on building out your portfolio and plan for this cycle. 

Next, here’s some guidance to understanding this specific crypto cycle that we are in.

  1. Understanding Market Cycles
  2. Price Predictions For This Bull Market

The last piece of reading 👇 will help you wrap your head around how a complete market analysis should look like. 

When you’re looking to understand the tops and bottoms of cycles, there are a lot of factors that are at play, including: Macroeconomics, Technical Analysis, Onchain Analysis and Market Sentiment/Fundamentals.

The report below was a detailed analysis calling the start of this current bull market, back in October 2023. 

While the analysis in this report is irrelevant now, it will give some insight into what sort of analysis you should be looking for (or doing yourself) moving forward.

Of course, you can continue to find this in our future PRO reports!

  1. An Example Of What a Thorough Market Analysis Should Look Like

Crypto Business Models and Fundamentals 💰

The 4 pieces below will help you understand core investing concepts in technology and crypto. Everything from how value flows onchain to how tokenomics works.

  1. Where Value Flows Onchain
  2. The Business Of Blockchains
  3. How To Value Network-Based Technologies
  4. Understanding Tokenomics

Macroeconomics 🌐

Macro is what controls the liquidity cycles that impact all assets, crypto included. 

If you want to time the crypto cycles, you need to understand macro. Warning: This is NOT an easy task. However, below is a 2-part Masterclass to help you wrap your head around the basics.

PRO members get ongoing updates on the state of macro inside the weekly reports we send out. 

Unless you want to become a macro analyst yourself, let Milk Road PRO be your guide!

  1. Understanding Macro Masterclass Part #1
  2. Understanding Macro Masterclass Part #2

Lastly, here’s a report showing the real reason for the 4-year crypto cycles. Spoiler: The Bitcoin halving isn’t the reason why bull markets begin.

  1. The Real Reason for Crypto Cycles 

Token Analysis 🕵️

Whether you’re looking to invest in a token long-term or do so as a short term trade, you need to build a thesis around the token. 

That thesis should look at tokenomics, economics, narratives and other factors which might drive price action.

Below is a random list of tokens that we have done in depth analysis on. The reports are older, so don’t invest based on these, but use them to understand how to build a thesis and construct deep analysis on a token:

Optimism & Arbitrum – How do L2 governance tokens work? Are they sustainable? Do they have strong fundamentals?

Explore $OP & $ARB Tokenomics

Polygon & Immutable – Learn how Immutable has built a fascinating tokenomic structure and how Polygon aims to use $POL to power a massive network of blockchains. 

Explore $POL & $IMX Tokenomics

GMX – One of the only DeFi products with both product market fit and sustainable tokenomics. 

Explore $GMX

RocketPool – How do liquid staking derivative tokens work? Do they have value? Are they sustainable? Should you invest in them?

Understand $RPL 

Maker – One of the most important profitable protocols in crypto! But how does its token reflect that? 

Explore $MKR Tokenomics & Fundamentals 

THORChain – One of the most useful applications in crypto right now, allowing for cross-chain swaps. But how do they make money? And do $RUNE holders benefit at all?

Explore $RUNE Tokenomics

Final Takeaways 🧵

You’re in a great spot right now. You’re still early. 

This bull market will play out over the coming few years and there’s a huge opportunity for you to make generational wealth.

All you need is to understand the basics, plan your investments well, keep your cool and, most importantly, don’t fuck this up. 

If you feel like you’ve got that, then you’ll do really well.

Our weekly reports will keep you up-to-date with the latest trends and investment opportunities in this space, saving you tons of time, and helping you invest successfully in crypto!

Let the Milk Man help you find a treasure trove of chocolate chip cookies – those hidden gems that could sweeten your portfolio.