In this episode, we sit down with Sam Callahan, Director of Strategy at Orange BTC, to break down why the current macro environment may be the perfect backdrop for Bitcoin’s long-term thesis. Sam explains his viral idea that “fiat steals your time”, and why Bitcoin could be the first monetary system designed to preserve the value of human labor. ~~~~~ ⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. 🌑 Privacy isn’t optio...
Mar 06, 2026•35 min
In this episode of the Milk Road Show, LG sits down with Nic Roberts-Huntley, CEO of Blueprint Financial, to unpack what’s actually going on beneath the surface of the crypto market. While headlines focus on price swings and macro uncertainty, billions of dollars are flowing into crypto infrastructure, DeFi platforms, and institutional trading systems. ~~~~~ ⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. 🌑 Privacy isn’t o...
Mar 05, 2026•32 min
In 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...
Mar 04, 2026•38 min
In 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. ~~~~~ ⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. 🌑 Privacy isn’t optional anymor...
Mar 03, 2026•43 min
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. ~~~~~ ⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in on...
Mar 02, 2026•33 min
In this episode of The Milk Road Show, Coinbase’s Head of Institutional Research, David Duong, explains the forces controlling Bitcoin’s price right now, from options market “gamma” levels to institutional positioning, liquidity conditions, and macro headwinds. Why do rallies keep failing? Why doesn’t bullish news move the market? And what could trigger the next explosive move up or down? ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, star...
Feb 27, 2026•36 min
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...
Feb 26, 2026•35 min
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 ...
Feb 25, 2026•36 min
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 finan...
Feb 24, 2026•37 min
In today’s episode of The Milk Road Show, we sit down with Austin Reid, one of the largest crypto prime brokerages in the world, to unpack what’s really happening behind the scenes as Wall Street quietly builds exposure to Bitcoin and digital assets. While retail investors panic, global banks, asset managers, and hedge funds are setting up the infrastructure to deploy capital into crypto through ETFs, regulated derivatives, credit markets, tokenization, and on-chain finance. This conversation re...
Feb 23, 2026•43 min
In this episode of the Milk Road Show, Kyle Reidhead breaks down why today’s crypto downturn is not a classic bear market… and why smart money may be allocating right now while retail sits on the sidelines. With institutions waiting for regulation, retail distracted by AI stocks, and massive global capital flowing elsewhere, crypto faces a demand vacuum, not a collapse. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off ...
Feb 20, 2026•40 min
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. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% of...
Feb 19, 2026•35 min
In 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. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-rea...
Feb 18, 2026•32 min
In 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. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20. 🌍 Stablecoins just got an upgrade, Bridge makes...
Feb 17, 2026•41 min
In this episode of the Milk Road Show, we sit down with Jeff Dorman (CIO of Arca) to break down what’s happening in crypto right now, and why obsessing over the Bitcoin price might be causing investors to miss the biggest opportunities in the market. Was the recent crypto selloff actually a crypto problem? Or was it macro funds and TradFi deleveraging spilling into Bitcoin? Jeff explains how CME basis trades, ETF flows, and cross-asset volatility triggered the recent downturn, and why retail inv...
Feb 16, 2026•44 min
In this episode of The Milk Road Show, John Gillen breaks down what’s really happening beneath the surface. Is this simply the four-year cycle playing out, or are broader macro forces driving this selloff? We dive into liquidity conditions, inflation data, capital flows, and the growing disconnect between price and fundamentals. While sentiment is collapsing, institutions are making moves. BlackRock is entering DeFi through Uniswap, Goldman Sachs holds significant crypto exposure, and onchain ac...
Feb 13, 2026•38 min
In this episode of The Milk Road Show, Jamie Coutts breaks down the warning signals that flashed before the recent Bitcoin top, the capitulation metrics forming now, and what a true bottoming process actually looks like. From bearish momentum divergence to liquidity dynamics and collapsing altcoin breadth, we unpack the data behind the drawdown. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20. 🌍...
Feb 12, 2026•34 min
In this episode, Matt Hougan (Bitwise CIO) breaks down why the bear market may have quietly begun in January 2025, long before the recent Bitcoin selloff. We analyze the real causes behind the February 5th crash, the role of institutional ETF flows, OG Bitcoin selling, the four-year cycle, and why “no bid” markets fall fast. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20. 🌍 ...
Feb 11, 2026•37 min
In this episode of the Milk Road Show, Scott Melker (The Wolf of All Streets) breaks down whether Bitcoin has truly bottomed, what the technical indicators are signaling, and why this 55% drawdown could look strikingly similar to the correction that shook out investors in 2021 before the market exploded higher. We dig into the weekly 50 and 200 moving averages, oversold RSI levels, and the historical patterns that have marked major Bitcoin bottoms. The discussion goes beyond charts and into inve...
Feb 10, 2026•39 min
In this episode of the Milk Road Show, we sit down with Matt O’Connor, co-founder of Legion, to break down the structural problem facing crypto right now: too many tokens, too little demand. We explore why this cycle looks different from previous ones, how capital flows and leverage are shaping Bitcoin’s volatility, and why forced sellers, not just sentiment, can drive violent market moves. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and ...
Feb 09, 2026•36 min
In today’s episode of the Milk Road Show, we sit down with Bill Barhydt, founder of Abra, to zoom out on one of the most violent crypto drawdowns in years and explain why price action is telling a very different story than fundamentals. Bill has lived through multiple 70%+ Bitcoin drawdowns. In this conversation, he breaks down why this crash looks scary, why it feels worse than it is, and why long-term investors may be focusing on the wrong signals. ~~~~~ 🧾 Turn your crypto tax nightmare in...
Feb 06, 2026•42 min
In this episode of The Milk Road Show, Brian Foster explains how Coinbase has become the backbone for banks, asset managers, fintechs, and payment providers moving their operations onchain. We cover why Coinbase now custodies over $500B in assets, how stablecoins are turning into global payment rails, what “Stablecoin as a Service” means for institutions, and how tokenization of stocks, treasuries, and real-world assets is accelerating. Brian also shares why public blockchains are winning and ho...
Feb 05, 2026•48 min
In this episode of The Milk Road Show, John Gillen explains why crypto is getting crushed right now and why this may actually be the setup for a major bullish reversal later in 2026. The selloff didn’t start in crypto; it started in software stocks, private credit fears, and broader market panic around AI disrupting SaaS. Because Bitcoin is currently being priced by the market like a high-beta software asset, that fear has spilled directly into digital assets. ~~~~~ 🧾 Turn your crypto tax nig...
Feb 04, 2026•42 min
In this episode of The Milk Road Show, Yuval Rooz explains why the Canton Network is already moving hundreds of billions of dollars onchain, not through DeFi, not through speculation, but through the actual plumbing of the financial system. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20. 🌍 Stablecoins just got an upgrade, Bridge makes them instant, global, and dead simple f...
Feb 03, 2026•38 min
In this episode of The Milk Road Show, CryptoQuant analyst Julio Moreno returns to the show to break down why nearly every major Bitcoin indicator has flipped bearish since November, long before price fully rolled over. From ETF outflows, to the Coinbase premium turning negative, to stablecoin liquidity drying up, the data is painting a very clear picture: the structural drivers of a bull market are gone. ~~~~~ 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, star...
Feb 02, 2026•41 min
Most crypto projects look investable on the surface, but dig one layer deeper, and 90% don’t survive serious scrutiny. In this episode of The Milk Road Show, we’re joined by Ryan Connor, Head of Research at Blockworks, to break down how the crypto market is maturing, why the “buy everything” approach is dead, and where investors should actually be looking as we head toward 2026. ~~~~~ 🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokeni...
Jan 30, 2026•36 min
In this episode of The Milk Road Show, we sit down with Matt Hougan and Ryan Rasmussen from Bitwise to unpack one of the biggest questions in markets right now: is capital actually rotating from gold into Bitcoin, or is that just a narrative investors want to believe? ~~~~~ 🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work. 🌍 Stablecoins just got an upgra...
Jan 29, 2026•42 min
In this episode of The Milk Road Show, we sit down with Nick Forster, founder of one of the largest onchain options desks, to unpack the one metric serious investors are watching to understand where crypto is headed next. While most traders obsess over charts, narratives, and short-term price action, options markets are pricing something very different and far more informative. ~~~~~ 🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenizat...
Jan 28, 2026•41 min
In this episode of The Milk Road Show, Raoul Pal lays out a thesis that’s equal parts uncomfortable and urgent: the global financial system is heading toward an economic singularity, and most people are completely unprepared for it. ~~~~~ 🚀 Raoul Pal x Milk Road PRO: 30-Day Free Trial + 30% Off ~~~~~ 🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work. 🌍 Stab...
Jan 27, 2026•54 min
In this episode of The Milk Road Show, Hoolie Tejwanie (Head of Coinbase Ventures) breaks down where Coinbase’s venture arm is investing right now, what categories they’re most bullish on for the next wave, and why the classic “4-year cycle” framework might not work the way it used to. ~~~~~ 🌐 Unlock the bridge between Wall Street and Web3, see how Chainlink makes tokenization actually work. 🌍 Stablecoins just ...
Jan 26, 2026•35 min
