The Milk Road Show
The Milk Road Show
Your #1 podcast to turn your crypto curiosity into clarity. We discuss topics like: Blockchain Tech, Investing Strategies, Onchain Analysis, Web3 Applications and Use Cases plus cover ecosystems like: Bitcoin, Ethereum, Solana, Cosmos and so much more!
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🥛 Get smarter about crypto in 5 minutes with our daily, free newsletter:
https://link.milkroad.com/pod-newsletter
💰 Go PRO and Become a better investor with the #1 crypto research and analysis:
https://link.milkroad.com/pro-podcast
Episodes
Mentioned books
May 13, 2026 • 32min
Bitcoin Just Flashed The Same Signals As The 2022 Crash w/ Julio Moreno
Julio Moreno, Head of Research at CryptoQuant and on-chain analyst, warns the recent Bitcoin surge may echo the 2022 bear-rally pattern. He spotlights rejection at the 200-day moving average, heavy profit-taking, weak spot demand, and key support around the realized price near $70K. Short, cautionary take on why this bounce might not be the durable bull market many expect.
12 snips
May 12, 2026 • 49min
The One Catalyst That Could Send Crypto Soaring Is Happening Now w/ Alex Thorn
Alex Thorn, Head of Firmwide Research at Galaxy Digital, breaks down the Clarity Act and its potential to reshape U.S. crypto rules. He explains the May draft improvements, the stablecoin yield compromise, and the Senate votes that could decide it all. They discuss how regulation might unlock institutional adoption, the TradFi-crypto convergence, AI overlaps with crypto, and key catalysts for Bitcoin’s next move.
May 11, 2026 • 44min
Crypto May Be Setting Up For A Massive Bull Market w/ John Gillen
John Gillen, macro and crypto analyst who tracks macro trends and portfolio allocation. He connects energy and compute scarcity to AI and market flows. He maps capital flows from large caps into alts and explains early altcoin green shoots. He stresses waiting for a clear Bitcoin confirmation before boosting alt allocations and warns against emotion-driven trading.
11 snips
May 8, 2026 • 52min
The Bitcoin Setup Right Now Looks NOTHING Like Previous Cycles w/ Matt Crosby
Matt Crosby, Bitcoin analyst at Bitcoin Magazine Pro known for on-chain and institutional flow analysis. He argues this cycle may be unlike prior ones. He highlights ETF accumulation, shrinking supply, and extreme bearish sentiment. He contrasts Bitcoin with gold and silver, examines institutional conviction versus retail capitulation, and outlines price timing and probability scenarios.
7 snips
May 7, 2026 • 47min
The Biggest Crypto Narrative Shift Since Bitcoin ETFs
Conversation about a major shift from speculation to infrastructure in crypto. They highlight stablecoins, tokenization, and RealFi moving trillions onchain. AI agents and privacy layers are explored as catalysts for institutional use. The discussion also covers which firms will capture value as on-chain capital grows and why distribution and monetization matter.
May 6, 2026 • 39min
The “Privacy Chain” Thesis: Why Crypto’s Next Winners Won’t Be Public
Ali Yahya, general partner at a16z who leads their crypto Fund 5 and advises on infrastructure and crypto–AI, explains why privacy could be crypto’s next big moat. He discusses why institutions may avoid public chains. He outlines practical privacy uses in finance, different technical approaches, and how programmable privacy can enable compliant on‑chain activity. He also previews AI agents using crypto rails.
8 snips
May 5, 2026 • 39min
“We Kept Messing It Up”: Crypto Should Be WAY Higher w/ Matt Hougan & Ryan Rasmussen
Ryan Rasmussen, an institutional strategist at Bitwise who advises large allocators, and Matt Hougan, Bitwise CIO known for institutional crypto research, unpack market structure and adoption. They debate whether Bitcoin’s rally is real and what must change for a broader bull market. They dig into stablecoin adoption, institutional indexing and yield strategies, Chainlink’s infrastructure role, and how crypto ties into AI and other megatrends.
May 4, 2026 • 44min
Bitcoin Hits $80K… Is the Next Crypto Bull Run Starting? w/ John Gillen
John Gillen, market analyst known for deep crypto and macro research, breaks down Bitcoin's $80K retests and why strength may be cautious. He explains rising BTC dominance and why Ethereum and alts are lagging. Major non-price catalysts and geopolitical and regulatory risks get attention. Short, sharp takes on what would need to change before a broad crypto rally follows.
May 1, 2026 • 38min
Crypto Q2 Outlook: What Actually Unlocks the Next Bull Run w/ David Duong
David Duong, Global Head of Research at Coinbase Institutional, brings macro and institutional insight in a wide-ranging conversation. He covers why Q2 looks neutral, whether Bitcoin is finding a bottom, and how tokenization, ETFs, and regulatory clarity could shift liquidity. He also explores DeFi security, why Ethereum may be undervalued, and how AI agents could interact with crypto rails.
26 snips
Apr 30, 2026 • 40min
Solana’s Plan to Put Crypto on EVERY Phone
Emmet Hollier, General Manager of Solana Mobile who led the Seeker phone launch, explains bringing blockchain into everyday phones. He discusses the Seeker’s on-device self-custody, improvements from Saga, mobile-first crypto apps and games. He also outlines the SKR token for ecosystem coordination and a MediaTek partnership to embed Solana features across many Android devices.
