The Milk Road Show Q4 Volatility Is Noise | The Bull Run Is Just Starting w/ Milk Road PRO
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Oct 24, 2025 Martin Toman, a Lead Milk Road Pro researcher known for his sharp macro and on-chain analysis, dives into essential insights on cryptocurrency's future. He confidently dismisses Q4 volatility, predicting a bullish shift in sentiment with potential new all-time highs. Toman highlights Galaxy Digital as a key investment, detailing its undervalued assets and promising AI data center revenue. He also discusses how stablecoins and neobanks could drive crypto adoption in emerging markets, urging investors to focus on sustainable, innovative projects.
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Checked Charts After A Panic Text Thread
- Martin recounts checking prices after getting texts from friends while at a bar.
- He doesn't usually watch charts but checked when friends panicked after a big drop.
Watch Macro Liquidity And ISM
- Monitor macro liquidity and central bank policy as signals for cycle timing.
- Use indicators like ISM and global liquidity to anticipate macro-driven market inflection points.
Market Structure Has Improved Since Last Cycle
- The current cycle's market structure and participants differ from the prior cycle.
- That structural change should reduce the likelihood of 90% crypto drawdowns going forward.