In this episode, Coinbase’s Head of Research, David Duong, returns to the show and drops some massive insight bombs. He breaks down why the macro backdrop is setting up perfectly, why institutions could front-run retail, and why most traders are completely misreading the cycle. From Fed rate cuts to DAT fatigue, from Bitcoin NAV compression to the real reason $7T in cash might soon flood into risk assets, this one’s a full-on macro + crypto masterclass. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, n...
Sep 19, 2025•37 min
In today’s episode, macro expert Michael Nadeau joins us to break down what the first 25bps cut of 2025 really means, not just for the stock market, but for Bitcoin, ETH, altcoins, and everything in between.We’ve got bullish macro tailwinds, tight credit spreads, strong retail sales… and yet? Crypto feels stuck in the mud.Has the market already priced in the pivot, or are we just warming up for a parabolic Q4? ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://...
Sep 18, 2025•41 min
Is Ethereum losing its crown to Solana? Is the Base token finally dropping? And are apps like Pump.fun and Hyperliquid becoming more important than the chains they run on? In today’s episode, Blockworks’ Head of Research Ryan Connor joins Jesse Eckel and Jay Hamilton to break down the real battle happening beneath the charts, where the future of crypto is being shaped by app-level innovation, not just Layer 1s. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://...
Sep 17, 2025•58 min
In this episode, we’re joined by Nic from CoinBureau, one of the sharpest minds in crypto, to break down the exact playbook he’s using for Q4 and beyond, including his Bitcoin price targets, altcoin rotation strategy, and why he’s still holding SUI, ETH, and SOL. We talk ETFs, Fed rate cuts, liquidity waves, Hyperliquid’s new stablecoin, and why most altcoins might get left behind this cycle. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGe...
Sep 16, 2025•50 min
In this episode, we get into how ETH is transforming into the infrastructure layer for global finance, AI agents, and verifiable trust. Joined by two crypto heavyweights, Joseph Chalom (Co-CEO of SharpLink) and Sreeram Kannan (Founder & CEO of EigenLayer), we break down how DATs are accumulating billions in ETH, how they’re restaking it for yield, and why ETH may be becoming the most important asset in the world. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: http...
Sep 15, 2025•46 min
In this episode, we sit down with Alexander Cutler (Aerodrome) and Merlin Egalité (Morpho Labs) to unpack how Coinbase is plugging into DeFi rails letting millions of users borrow, lend, and trade onchain without ever touching a MetaMask wallet. Here’s the twist: Coinbase doesn’t own Morpho or Aerodrome. Yet, they’re routing billions in volume through them, buying governance tokens, and earning revenue as if they built them. This is the hidden playbook that could define the next DeFi boom. ~~~~~...
Sep 12, 2025•1 hr
What if we told you there’s a way to earn yield on ETH, tap public markets, and build a MicroStrategy-style ETH compounding machine, all without touching a hardware wallet? In today’s episode, we sit down with Ethereum OG Andrew Keys and SPAC expert Andrejka Bernátová to reveal the “Ether Machine”, a next-gen Digital Asset Treasury (DAT) that could change how institutions invest in ETH forever. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN...
Sep 11, 2025•53 min
Everyone’s chasing 100x memecoins… Meanwhile, Bitcoin is co-opting the entire global financial system, and almost no one sees it coming. In this episode, we sit down with David Bailey, CEO of BTC Inc. and Nakamoto, to unpack the most misunderstood truth in crypto today: Bitcoin isn’t boring, it’s the most asymmetric bet of this generation. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast 🏦 Unlock 9% APY on your cash, le...
Sep 10, 2025•1 hr 5 min
In this episode of the Milk Road Show, we’re joined by Sandy Kaul, Head of Digital Asset Innovation at Franklin Templeton, and a TradFi heavyweight with stints at Goldman Sachs, Citibank, JP Morgan, and more. Sandy isn’t just throwing buzzwords. She’s calling it like it is: “The next 5 years will bring more change to finance than the last 50.” From tokenized equities to AI-managed wallets, Sandy breaks down why the future of finance won’t be account-based; it’ll be wallet-based. And how crypto r...
Sep 09, 2025•44 min
Is the legendary 4-year Bitcoin cycle still alive… or are we headed for something completely different?Today, we’re joined by Frank Corva, Bitcoin Magazine’s White House correspondent, fresh off a trip to Asia with front-row access to MetaPlanet’s explosive rise, Bitcoin Asia’s political shockwave, and the unexpected return of Japan as a BTC powerhouse. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast 🏦 Unlock 9% APY on you...
Sep 08, 2025•51 min
Is Galaxy Digital the biggest sleeper play in crypto and AI? Duncan thinks so, and he’s got the receipts. In this episode, we get into Duncan’s full investment thesis: why he’s faded altcoins, rotated into public market exposure, and is now massively long $GLXY, a crypto + AI hybrid stock with a power play you probably missed. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast 🏦 Unlock 9% APY on your cash, lend like a bank with...
Sep 05, 2025•55 min
In this episode, Bloomberg ETF analyst James Seyffart breaks down how the Ethereum ETF approval could be the Trojan Horse that unlocks a tidal wave of altcoin ETFs, think Solana, XRP, DOT, LINK, and more. But here’s the twist: are the real gains hiding in public equities and digital asset treasuries (DATS) instead of tokens? ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast 🏦 Unlock 9% APY on your cash, lend like a bank with Fig...
Sep 04, 2025•46 min
In this episode, we’re joined by Ryan Rasmussen, Head of Research at Bitwise, who breaks down their Bitcoin valuation model and why they think BTC could outperform every other asset class over the next decade. We’re digging into why macro factors like U.S. debt, rate cuts, and global monetary chaos could make Bitcoin the go-to asset for institutions, retail, and even governments. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast 🏦...
Sep 03, 2025•54 min
In this episode, we sit down with Alvin Hsia, the co-founder of Ventuals, a new trading platform built on Hyperliquid that lets you speculate on the valuations of pre-IPO giants using crypto perp markets. This isn’t theory. It’s live on testnet. It’s racked up 16,000+ traders and $200M+ in volume in under a month. And it’s changing the rules of access forever. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast 🏦 Unlock 9% APY on your...
Sep 02, 2025•44 min
In this episode, we bring on Dan McDermott, co-founder of The Chart Guys, to break down exactly what’s happening with Bitcoin and Ethereum right now. Are we in for a blow-off top or a brutal correction? Will BTC crash below $95K, or are we on track for $150K? Is ETH still a strong long-term play, or is the narrative shifting? ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast 🏦 Unlock 9% APY on your cash, lend like a bank with Figure M...
Sep 01, 2025•37 min
In today’s episode, we sit down with Andrew Forson, President of DeFi Technologies, to uncover how billions in institutional capital are flowing into crypto through products most retail investors don’t even know exist. From AI-powered portfolios and yield-bearing crypto indexes to ETFs and ETPs trading across Europe, Andrew breaks down how the next phase of adoption is being built, not by traders, but by pension funds, asset managers, and sovereign wealth funds. ~~~~~ 🌐 KGeN’s VeriFi: Grow your...
Aug 29, 2025•49 min
In this episode, Jesse Eckel returns to unpack what could be ahead for markets in Q4 2025, and why this cycle might look different from anything we’ve seen before. We dig into the macro setup, the potential for September rate cuts, and how liquidity, regulation, and market psychology could shape the next few months. Jesse also shares how he’s approaching allocation, exits, and what he’s watching most closely heading into year-end. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: ht...
Aug 28, 2025•44 min
In this episode, we sit down with Matt Luongo, a Bitcoin OG and founder of Thesis and Mezo, to explore a radically different approach: how to unlock the value of your BTC without ever selling a single satoshi.Matt breaks down the next evolution of Bitcoin utility, borrowing, yield, and Bitcoin-backed stablecoins, and why the future of finance might look a lot more like hodling + yield than buy high, sell low. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/...
Aug 27, 2025•41 min
In this episode, we’re joined by the legendary Julio Moreno, Head of Research at CryptoQuant, who breaks down why Bitcoin’s current “pause” phase could be the calm before a Q4 storm. We get into onchain data, ETF flows, whale behavior, and why Ethereum may have already had its moment. If you’re wondering whether altseason is around the corner or already behind us… ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast 🏦 Unlock 9% APY on your cash,...
Aug 26, 2025•49 min
In this episode, we sit down with Jason Urban, Head of Global Trading at Galaxy Digital, to unpack why institutions are flooding into crypto, what that means for price, and how it could reshape the market for good. From $1B Solana digital treasuries to the tokenization of every financial asset on Earth, Jason lays out a vision that’s both massive in scope… and already underway. ~~~~~ 🌐 KGeN’s VeriFi: Grow your reach, not your ad spend: https://out.milkroad.com/KGeN2025Podcast 🏦 Unlock 9% APY o...
Aug 25, 2025•49 min
Brian Rudick, CSO at Upexi, joins the show to break down why institutions are stacking SOL, and why they might know something you don’t. We get into the mechanics of Solana-based treasury companies, premium multiples, staking yields, locked token discounts, and the capital flywheel that’s reshaping crypto investing. ~~~~~ 💻 Stop leaving yourself vulnerable to data breaches and get a 14-day free trial : https://aura.com/milkroad 🏦 Unlock 9% APY on your cash, lend like a bank with Figure Mar...
Aug 22, 2025•46 min
In today’s episode, Wall Street veteran and crypto M&A expert Elliot Chun lays out a bold thesis: the Crypto Core, a group of emerging, publicly traded crypto-native companies, could outperform the Magnificent Seven over the next 10 years. ~~~~~ 💻 Stop leaving yourself vulnerable to data breaches and get a 14-day free trial : https://aura.com/milkroad 🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets: https://out.milkroad.com/FigureMarkets2025Podcast ...
Aug 21, 2025•48 min
In today’s episode, Coinbase’s Head of Research, David Duong, returns to break down what’s actually going on under the hood of this market. From the Fed’s next move to institutional ETH flows, Duong shares the key signals he’s tracking, and why everything may hinge on September. ~~~~~ 💻 Stop leaving yourself vulnerable to data breaches and get a 14-day free trial : https://aura.com/milkroad 🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets: https://out.milkroad.com/Fi...
Aug 20, 2025•48 min
In this episode, we explore why tokenized stocks could be the next trillion-dollar wave, and possibly an even bigger breakthrough than stablecoins. Jay sits down with Ian De Bode, Chief Strategy Officer at Ondo Finance, to uncover the explosive potential behind putting traditional equities like $AAPL and $TSLA onchain. From liquidity challenges and global investor access to DeFi-native trading of U.S. stocks, we’re talking about how crypto is not just replacing money, it’s coming for Wall Street...
Aug 19, 2025•44 min
In this episode, The Tie CEO Joshua Frank joins us to break down why this market rally feels more like the 7th inning than the first. We’re talking dry powder piles, the DAT (Digital Asset Treasury) explosion, and whether Ethereum’s fundamentals are falling apart while price action screams higher. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast 🏦 Unlock 9% APY on your cash, lend like a bank with Figure Markets: h...
Aug 18, 2025•38 min
In today’s episode, we sit down with Eric Jackson, founder of EMJ Capital and the mastermind behind some of the most legendary 100x trades in tech and crypto. Eric shares how he uses AI-powered strategies to spot asymmetric investment opportunities before the crowd, and breaks down 5 of his highest-conviction bets right now, including Ethereum, DeFi Technologies, and Open. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast 🏦...
Aug 15, 2025•48 min
In today’s episode, we get into the heart of Bitcoin’s bull run with Charles Edwards, founder of Capriole Investments, the guy whose charts institutions are watching. From MicroStrategy’s high-stakes Bitcoin playbook to 150+ digital asset treasury companies now buying BTC daily, this episode breaks down the macro forces driving Bitcoin to potentially new all-time highs. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast 🏦 Un...
Aug 14, 2025•49 min
In this episode, we’re joined by crypto educator and investor Adam Stokes, who drops one of the most explosive takes on the 2025 bull cycle we’ve heard yet. From Bitcoin to $250K to why stablecoins are now backing the dollar, Adam breaks down the macro forces, altcoin winners, and institutional shifts that are rewriting the crypto playbook. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast 🏦 Unlock 9% APY on your cash, lend l...
Aug 13, 2025•43 min
Today, we unpack why ETH ETFs nearly matched BTC inflows in July and why digital asset treasuries (DATs) are hoovering up Ethereum like it’s a Costco free sample day. Is this a real supply squeeze or just another hype cycle with better math? Avichal Garg (Electric Capital) joins to break down the MicroStrategy playbook, the premium-to-NAV trap, and how $7T parked in money markets + potential Fed cuts could turbo-charge crypto’s next leg. ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo p...
Aug 12, 2025•39 min
In this episode, we sit down with Mike Belshe, CEO of BitGo, to reveal why this new law could be the biggest catalyst for crypto since Bitcoin ETFs… and the worst news banks have had in a century. Will stablecoins kill traditional banking? Could 4% on-chain interest spark a global run on deposits? And how might this law make the U.S. dollar the last fiat currency standing? ~~~~~ 💰 Borrow funds, keep your crypto. All on the Nexo platform: https://out.milkroad.com/Nexo2025Q3Podcast 🏦 Unloc...
Aug 11, 2025•49 min
