The Milk Road Show The Next Crypto Bull Market May Already Be Starting… (Behind the Scenes) w/ Nic Roberts-Huntley
Mar 5, 2026
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Institutions Are Quietly Building DeFi Infrastructure
- Institutional hiring for vaults, DeFi desks, and yield strategies signals long-term adoption beyond short-term headlines.
- Nic says banks are building infrastructure now so client-facing products will follow once regulatory clarity emerges in 6–12 months.
October Losses Revealed On-Chain Execution Risk
- October's losses exposed execution costs and drew sticky on-chain liquidity out of markets, reducing depth.
- Nic highlights that money markets and execution friction hurt retail and some trading desks, leaving thinner books today.
Favor Fundamentals Over Day Trading
- Favor macro and long-term fundamental analysis when managing others' capital and building products.
- Nic advises stepping away from intraday scalping given thin books and focusing on longer-duration exposures.