The Milk Road Show

Crypto Looks Broken… But This Bull Market Isn’t Over w/ Kyle Reidhead

8 snips
Nov 17, 2025
Guest
Kyle Reidhead
Kyle Reidhead, co-owner of Milk Road and a crypto/AI strategist, dives into why the crypto market feels stagnant despite bullish indicators. He explains that macro factors remain supportive, while inflation fears may be exaggerated. AI's impact on liquidity flows is reshaping the market, and he argues that the true challenge for crypto is its structural issues, not its price. With potential catalysts on the horizon, Kyle emphasizes the need for institutional adoption and suggests strategic portfolio positioning to navigate the landscape.
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ANECDOTE

From $3 To $94K: Perspective Check

  • Kyle recalls seeing Bitcoin at $3 and compares that to today's $94k to emphasize perspective.
  • He uses that history to temper panic and highlight long-term gains from staying invested.
INSIGHT

AI Is The New Macro Force

  • Kyle frames AI as the dominant macro force reshaping liquidity and capital allocation.
  • He expects AI-driven rebalancing, not an immediate end to bull markets.
INSIGHT

RWAs Are The Adoption Signal To Watch

  • Real-world assets (RWAs) coming on chain are the adoption metric that matters for crypto value.
  • Current RWA flows are real but small; exponential growth is required to justify broad altcoin rallies.
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