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The Milk Road Show

The Milk Road Showlink.milkroad.com
Your #1 podcast to turn your crypto curiosity into clarity. We discuss topics like: Blockchain Tech, Investing Strategies, Onchain Analysis, Web3 Applications and Use Cases plus cover ecosystems like: Bitcoin, Ethereum, Solana, Cosmos and so much more! 🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter: https://link.milkroad.com/pod-newsletter 💰 Go PRO and Become a better investor with the #1 crypto research and analysis: https://link.milkroad.com/pro-podcast
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Episodes

Coinbase’s Plan To Disrupt Finance, Social & Payments w/ Base Founder Jesse Pollak

In this episode, we sit down with Jesse Pollak, the creator of Base and a core leader at Coinbase, to break down why Coinbase is going way beyond just being an exchange. From launching the Base App to powering the future of social media, stablecoins, creator coins, and global payments, Coinbase might just be building the next financial and social super app. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: ⁠⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠⁠ 🏦 Unlock 9% APY on your c...

Aug 08, 202555 min

Milk Road's Macro Framework: How The Big Picture Empowers Crypto Investors w/ John Gillen

In today’s episode, we flip the script and interview our own host, John Gillen, a former BlackRock investor turned crypto macro expert, to reveal the exact framework he uses to navigate markets, inflation, and crypto cycles. We break down why debt is the new money, how to spot where we are in the economic cycle, and where the smart money is moving. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: ⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠ 🏦 Unlock 9% APY on your cash, lend l...

Aug 07, 202545 min

Altseason Predictions, Crypto Cycle Breakdown & VirtualBacon’s Top 4 Tokens for the Next Big Run

In today’s episode of The Milk Road Show, we’re joined by the one and only Virtual Bacon, angel investor, developer, and crypto educator, to unpack what’s really happening in this cycle. We dive into why altcoins are still stuck in the mud, the one signal he’s watching before going all-in, and which underrated tokens he’s quietly accumulating before the market wakes up. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: ⁠https://out.milkroad.com/Nexo2025Q3Podcast⁠ 🏦 Unlock 9% AP...

Aug 06, 202536 min

Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell

In this episode, we sit down with Michael Howell, the godfather of global liquidity, to decode the real risks lurking behind today’s markets. Forget the noise about rate cuts or inflation targets; the real story is about monetary inflation, fiscal dominance, and a looming $40 trillion debt rollover that could flip the financial system upside down. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast 🏦 Unlock 9% APY on your cash, lend like...

Aug 05, 202551 min

We’re Mid-Bull Market: Why the Dip Is Just Noise, Not Doom w/ Ash Pampati

In today’s episode, Ash Pampati, Head of Ecosystem at Aptos Foundation, joins us to break down why this pullback is not the end… but possibly the beginning of something huge. We dive into why we’re still mid-cycle, why the SEC’s “Project Crypto” might be a bigger deal than the ETF approvals, and why the real builders are just getting started. If you’re feeling shaky about your bags, this is your signal to zoom out. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.mi...

Aug 04, 202542 min

The Best Risk-Adjusted Yield in Crypto Right Now w/ Nic Santomauro, Figure Markets

Can blockchain revolutionize a $1.6 trillion market—and no one’s talking about it? In this episode, Jay sits down with Nick Santomauro, CMO at Figure Markets and former Global Growth Director at Binance, to unpack how tokenized private credit could quietly reshape the financial system. Nick explains how Figure has already put over $12 billion worth of home equity loans on-chain, and why that could be just the beginning. They dive into the impact of the Genius Act, the $6.6 trillion threat to tra...

Aug 01, 202537 min

Why Discipline Beats Alpha in 2025’s Market w/ Douglas Boneparth

The Fed held rates, but the real story is the growing divide inside the boardroom. Douglas Boneparth joins us to break down the macro drama, what it means for markets, and why discipline is beating alpha in 2025. We also dig into the White House’s crypto report, the SEC’s new ETF rules, and how long-term investors can actually win in this market. 🎧 What you’ll learn in this episode: - Why two Fed governors just broke ranks (and what that means for markets) - The surprising details of the White ...

Jul 31, 202534 min

Rate Cut Chaos: Inside the Fed’s July Meeting Standoff w/Tony Greer

The Fed just did nothing — again. No rate cut. But markets went haywire anyway. What’s going on? Is Jerome Powell bluffing? Are gold bugs in denial? And why are traders like Tony Greer suddenly eyeing Bitcoin over precious metals? In today’s episode of Milk Road Macro, we break down everything from the July FOMC meeting to the unseen forces driving the dollar, equities, crypto, and commodities. Legendary trader Tony Greer (ex-Goldman Sachs, founder of TG Macro) joins us to explain why Trump’s pr...

Jul 31, 202544 min

The Ethereum Supercycle Has Begun: Here’s the Proof w/ Jake Brukhman

Is Ethereum about to break its all-time high? In this episode, Jay sits down with Jake Brukhman, CoinFund CEO to break down why the Ethereum supercycle is just getting started. They dive into ETH price predictions, institutional adoption, L2 scaling, and why the smart money is rotating back into ETH. 💡 What you’ll learn in this episode: 👉 Why Jake Brukhman thinks BTC could hit $475K by the end of the year 👉 The real reason governments and sovereign funds are buying Bitcoin 👉 How banks and in...

Jul 30, 202544 min

The Fed Is Wrong About AI and the Economy w/ PDS

In this episode of Milk Road Macro, we dive into the Fed’s next big move — and why most of the Board of Governors are flying blind on the biggest tech shift in a generation. Former Soros family office macro chief PDS joins to unpack how Trump’s trade and immigration policies are clouding the Fed’s view, why AI could be a major deflationary force, and how ignoring it may lead to policy missteps. We break down what the FOMC is focused on (and what they’re missing), how AI is transforming the labor...

Jul 29, 202545 min

Bitcoin Predictions, ETH / BTC Up Only & Pre-IPO Investments w/ Slava Rubin

Think one wallet can tank Bitcoin? Think again. In today’s episode, we’re diving into one of the biggest BTC moves in recent history—an 80,000 BTC sell-off from a Satoshi-era wallet—and why the market barely flinched . Jay Hamilton is joined by Slava Rubin (Indiegogo founder & Ambition VC) to break down what it means for crypto’s maturity and why it could be the beginning of a massive new wave of institutional adoption. But that’s not all. Slava also reveals his $1 million Bitcoin prediction...

Jul 28, 202530 min

Why Ethereum Treasury Companies Will Send $ETH to $10k in 2025 w/ Charles Allen CEO of BTCS

In this episode, we sit down with Charles Allen, CEO of BTCS, one of the first publicly traded crypto infrastructure companies, to reveal how ETH treasury strategies are reshaping markets. Charles explains how BTCS ditched Bitcoin, went all-in on Ethereum, and built a flywheel of staking, block building, and DeFi leverage that could crush traditional ETH ETFs. If ETH hits $10K, these treasury companies will be the ones leading the charge, and Charles has been doing it for years before Wall Stree...

Jul 25, 202554 min

Why Hyperliquid Could Flip Solana & Ethereum w/ Ryan Watkins

In this episode, we’re joined by Ryan Watkins, founder of Syncracy Capital, to explore one of the most interesting developments in the crypto ecosystem: Hyperliquid. Ryan shares his in-depth investment thesis on why Hyperliquid, a fast-growing onchain exchange and emerging Layer 1, may have the potential to challenge the dominance of Solana and Ethereum. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Definitive2025Podcast⁠⁠⁠⁠...

Jul 24, 202539 min

The US Economy Is Re-Accelerating & Why Cutting Rates Now Would Be a Disaster w/ Danny Dayan

In this episode of Milk Road Macro, we break down why the U.S. economy is quietly heating up, and why a rate cut now could send us straight into an inflationary firestorm. Former hedge fund manager and macro strategist Danny Dayan joins to reveal why financial conditions aren’t as tight as they seem, what the Fed is getting dangerously wrong, and how the White House may be setting the stage for a historic policy blunder. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Defin...

Jul 23, 202546 min

Altcoin Season Heating Up & The Most Bullish Bitcoin Setup Ever w/ Scott Melker

In today’s episode, crypto OG Scott Melker joins us to break down why this might be the most bullish setup for Bitcoin ever, and whether Ethereum is about to rip past expectations. We dive into ETH/BTC breaking key resistance, new liquidity entering the market, and why crypto-adjacent stocks are becoming the new altcoins. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Definitive2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏦 Borrow against your Bitc...

Jul 22, 202532 min

Why $ETH Is Becoming the World’s Most Important Asset | Joe Lubin Ethereum Co-Founder & SBET Chairman

In this episode, Ethereum co-founder Joe Lubin breaks down his boldest move yet: launching SBET, a publicly traded ETH treasury vehicle modeled after Michael Saylor’s Bitcoin playbook. From geopolitical shifts and stablecoin dominance to Ethereum’s evolving value thesis, Joe lays out why ETH is becoming the backbone of the next financial era, and why now is the moment institutions are loading up. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://o...

Jul 21, 202558 min

What Happens When Wall Street Enters DeFi? w/ Nic Roberts-Huntley

In today’s episode, we sit down with Nic Huntley, CEO of Blueprint Finance, who’s building the infrastructure that could finally bridge traditional finance and onchain yield. We unpack what’s really going on behind the scenes, the ETFs, the treasury strategies, and the hidden middleware that could funnel billions into DeFi without anyone even logging into MetaMask. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Definitive2025Pod...

Jul 18, 202537 min

Coinbase’s Q3 2025 Crypto Forecast: BTC ATHs, ETH Rotation & What’s Next w/ David Duong

In this episode, Coinbase Head of Research David Duong breaks down their Q3 2025 outlook, and let’s just say, the bulls might not be ready for what’s coming. From Bitcoin dominance and ETF-driven supercycles to Ethereum’s resurgence and the stablecoin takeover, this one is packed with alpha. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Definitive2025Podcast⁠⁠⁠⁠⁠⁠⁠ 🏦 Borrow against your Bitcoin with Ledn, fast, secure, and with...

Jul 17, 202551 min

Why This New Macro Cycle Will Break the Fed's Playbook w/ Jim Bianco

In this episode, legendary macro analyst Jim Bianco joins us to break down why 2020 was the true start of a new economic cycle, one that central banks are completely unprepared for. From sticky inflation and tariff-fueled CPI shocks to the real risk of Powell getting fired, Bianco pulls zero punches. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Definitive2025Podcast⁠⁠⁠⁠⁠⁠ 🏦 Borrow against your Bitcoin with Ledn, fast, secure, a...

Jul 16, 202547 min

Bitcoin Just Getting Started + Why TAO Could 100x From Here w/ Karia Samaroo

In today’s episode, we sit down with Karia Samaroo, co-founder of WonderFi, and CEO of xTao, to break down why this cycle is unlike any before. From the explosive $6M Pump.fun launch to the quiet rise of Bitttensor as the “Bitcoin of AI". ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠⁠⁠⁠https://out.milkroad.com/Definitive2025Podcast⁠⁠⁠⁠⁠ 🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Jul 15, 202545 min

Bitcoin Hits ATH But What’s Really Moving the Market Now? w/ Michael Ashby

In this episode, we sit down with AlgoQuant CEO & CIO Michael Ashby to unpack the forces shaping the market, from institutional inflows to disappearing altcoin liquidity and AI-driven quant strategies. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠⁠⁠https://out.milkroad.com/Definitive2025Podcast⁠⁠⁠⁠ 🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Le...

Jul 14, 202534 min

Why Ethereum Is About to Take Over This Bull Run w/ Michael Nadeau

In this episode, we sit down with Michael Nadeau, founder of The DeFi Report and one of crypto’s sharpest macro minds, to dissect the perfect storm forming around ETH. From ETFs and treasury demand to a macro backdrop that’s shifting full risk-on, this conversation covers the critical signals most investors are missing. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠⁠https://out.milkroad.com/Definitive2025Podcast⁠⁠⁠ 🏦 Borrow against your Bitcoin with Ledn, f...

Jul 11, 202554 min

Ethereum’s Next Demand Shock Is Already Underway w/ Kyle Reidhead & John Gillen

In today’s episode, we reveal how public companies are accumulating hundreds of millions in ETH, and why this could become ETH MicroStrategy moment. With Kyle and John in the booth, we unpack how the new ETH Treasury Strategy is triggering a flood of institutional capital, and why this could light the fuse for DeFi Summer 2.0. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠https://out.milkroad.com/Definitive2025Podcast⁠⁠ 🏦 Borrow against your Bitcoin with Le...

Jul 10, 202555 min

Is This the Start of a New Crypto Bull Cycle? Market Radar’s Macro Outlook Explained

On today’s episode, we sit down with the founders of Market Radar, Arty and Gamma, alongside John Gillen, to decode the signals flashing across macro and crypto markets right now. Their quant models don’t trade on gut feeling; they trade on cold, hard data. And guess what? We might be standing at the edge of a full-blown risk-on regime. But don’t ape in just yet… ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠⁠https://out.milkroad.com/Definitive2025Podcast⁠⁠ �...

Jul 09, 202543 min

Crypto Pulse Check: Pump.fun Token, ETH Treasury Strategy & VC Funding Trends w/ Keli Callaghan

In today’s episode, we’re joined by Keli Callaghan, early team member at Algorand and now partner at Arrington Capital, to break down the biggest trends shaping crypto markets right now. We dig into the $2.8B surge in crypto VC, the rise of ETH as a treasury asset, and the controversial Pump.fun token launch that some say could signal the end of memecoin mania. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: ⁠https://out.milkroad.com/Definitive2025Podcast⁠ 🏦 Bo...

Jul 08, 202538 min

How Coinbase Is Building the OS for Crypto Through Strategic Acquisitions w/ Aklil Ibssa

In this episode, we sit down with Aklil Ibssa, Head of Corporate Development at Coinbase, the man behind the $2.9B Deribit deal and the architect of Coinbase’s aggressive global M&A strategy. ~~~~~ 📈 Get no trading fees for your first $25K in trading volume on Definitive: https://out.milkroad.com/Definitive2025Podcast 🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Ledn2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Jul 07, 202544 min

Crypto Summer Slowdown or Pump? Bitcoin Q3 Price Prediction w/ Julio Moreno

In this episode, we sit down with CryptoQuant’s Head of Research, Julio Moreno, to decode the charts that actually matter. ETF flows are slowing, demand is quietly contracting, and yet… BTC is still holding strong above $100K. Something’s brewing beneath the surface. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Jul 04, 202552 min

Bitcoin $200k Target Explained, Solana ETF Day 1 & July Crypto Outlook w/ Kelly Kellam

In this episode, we break down exactly why Bitcoin is on track to hit $200,000. From ETF flows and corporate treasury buys to Solana’s game-changing ETF launch with staking rewards, crypto is moving fast… and July might just be the month everything accelerates. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: ⁠⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Podcast⁠⁠⁠⁠⁠⁠⁠⁠ 🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Jul 03, 202536 min

Crypto Is Macro Now: Bitcoin’s Role in the New Global Order w/ Noelle Acheson

In today’s episode, we are joined by Noelle Acheson, author of Crypto Is Macro Now, to unpack one of the most important but misunderstood shifts happening in global finance: how Bitcoin is quietly positioning itself as both a store of value and a risk-on asset in a world gone mad with debt, money printing, and geopolitical chaos. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: ⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Podcast⁠⁠⁠⁠⁠⁠⁠ 🏦 Borrow against your Bitcoin with Ledn, fast...

Jul 02, 202543 min

Crypto ATH Incoming? Yes… But Not for All Tokens w/ Ran Neuner

In today’s episode, we sit down with Ran Neuner, founder of Crypto Banter and one of the sharpest voices in the space, to break down the strange divergence between equities and crypto. Bitcoin might be on the verge of a breakout, but altcoins? Not all of them are invited to this party. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: ⁠⁠⁠⁠⁠⁠⁠https://out.milkroad.com/Nexo2025Podcast⁠⁠⁠⁠⁠⁠⁠ 🏦 Borrow against your Bitcoin with Ledn, fast, secure, and without selling a sat: ⁠⁠⁠⁠⁠⁠⁠⁠...

Jul 01, 202544 min
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