Milk Road AI AI Will Run the Economy… Here’s What to Buy Before It Happens (Full Portfolio Reveal) w/ Kyle Reidhead
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Mar 18, 2026 Kyle Reidhead, an investor focused on AI, crypto, and energy, reveals his full portfolio and investment thesis. He discusses Tesla as a multi-domain AI leader. He explains Coinbase and on-chain finance powering AI agents. He covers scarcity plays like BTC and NVIDIA, solar for AI power, and how blockchain becomes capital formation for AI.
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Buy Coinbase For Institutional On‑Chain Finance
- Buy Coinbase as a play on institutions moving finance on-chain because it provides custody, tokenization, and stablecoin infrastructure.
- Kyle prefers Coinbase over Circle due to Coinbase's diversified revenue streams and institutional distribution.
Regret Not Buying Circle After IPO Drop
- Kyle regrets not buying Circle earlier and explains why he avoided it at IPO and later due to valuation.
- He contrasts Circle's single revenue stream (treasury yield) with Coinbase's multiple revenue lines and prefers Coinbase.
Scarcity Assets Hedge An AI Economy
- Treat Bitcoin, NVIDIA, and Apple as scarce assets that capture value in an AI-powered economy.
- Kyle frames NVIDIA as scarce compute, Bitcoin as fixed digital scarcity, and Apple as a hardware moat resisting competition.