John Gillen

Kyle Reidhead, Head of Research at Milk Road, and macro expert John Gillen delve into the recent liquidation cascade in crypto. They explore why Ethereum remains resilient and the potential for it to reach new all-time highs soon. Institutional buying and upcoming network upgrades are pivotal factors. The discussion also touches on the sustainability of retail versus institutional flows in driving price increases. With predictions spanning from November to December for ETH's peak, the conversation is packed with insights and optimism for the crypto market's future.

Join John Gillen, a former BlackRock investor turned crypto macro expert, as he reveals his investment framework for navigating the financial landscape. He discusses why debt has become the new money and how historical patterns can inform today's investment strategies. Gillen also highlights the importance of understanding macroeconomic shifts, the rise of digital assets like Bitcoin, and the need for disciplined investing and risk management. Discover how community engagement enhances investment strategies in the evolving crypto space!

Kyle Reidhead, co-owner and head of research at Milk Road, joins John Gillen, a crypto and macro researcher, to discuss the seismic shift in Ethereum investment strategies. They highlight how public companies are amassing Ethereum, suggesting a potential ETH MicroStrategy moment. The duo explores the growing institutional capital inflow into Ethereum, the implications for DeFi, and the new dynamics between traditional finance and blockchain. They also address the evolving regulatory landscape and strategies to navigate the risks and opportunities in the crypto space.

John Gillen, a macro and crypto analyst who links digital assets to software stocks and liquidity, explains why current crypto pain began in software and private credit. He connects Bitcoin to high-beta SaaS behavior. He discusses cycle timing, market signals like ISM and Russell correlations, and why this setup could lead to a major rally in 2026.

John Gillen, crypto commentator who analyzes macro and digital-asset trends, joins to argue AI could supercharge demand for onchain money and infrastructure. He debates the viral 2028 crisis narrative, explains how AI agents might need permissionless payment and identity, and outlines why Ethereum’s DeFi and settlement rails could become central as machines transact. Short, sharp takes on market narratives and liquidity risks.