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!
🥛 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
🥛 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
Mar 27, 2026 • 38min
Why Ethereum Might Be the Most Mispriced Asset in Crypto Right Now w/ David Duong
David Duong, Global Head of Institutional Research at Coinbase Institutional, breaks down why recent regulatory clarity and big moves like BlackRock’s ETH product could shift institutional behavior. He discusses digital-commodity taxonomy, how it helps new token projects, staking’s effect on ETH supply, and rising institutional allocations. Short, sharp takes on market structure and why crypto may be reprice-ready.
Mar 26, 2026 • 31min
The Shift From Crypto Cycles to Structural Growth
Jamie Leverton, CEO of Reserve One and former data center and Bitcoin mining executive, discusses crypto’s move from boom-bust cycles to structural growth. He covers how halvings may matter less, why regulatory clarity could unlock capital, the rise of institutional adoption and tokenization, and which emerging tech and use cases are worth watching.
7 snips
Mar 25, 2026 • 33min
The $1 Billion Bet That Could Transform Crypto Forever w/ Parker Edwards
Parker Edwards, lead of OBEX and operator at Framework who builds institutional real‑world asset products, discusses a $1B onchain deployment into mortgages, energy, AI compute and institutional credit. He explains the cohort of eight companies, how capital bootstraps liquidity and products, selection and underwriting priorities, and the role of tokenization and secondary markets in scaling RWA finance.
18 snips
Mar 24, 2026 • 45min
Bitcoin’s Next Move Hinges on THIS Date (April 15 Warning) w/ Matt Hougan & Ryan Rasmussen
Matt Hougan, Bitwise CIO known for crypto investing and ETF expertise, and Ryan Rasmussen, Bitwise investment pro focused on institutional strategy and tax dynamics. They discuss why Bitcoin shruggs off wars and oil shocks. They flag April 15 as a potential market pivot. They unpack stablecoin yield talks, the Clarity Act timing, and rising institutional demand.
Mar 23, 2026 • 43min
Gold Just Had Its WORST Crash in 43 Years! Is Bitcoin Next? w/ John Gillen
They unpack gold’s massive 43-year sell-off and the liquidity pressures behind it. Rising bond yields and what they reveal about market confidence get a clear breakdown. Geopolitical moves, Iran talks, and oil-driven inflation risks are explored. The conversation also covers crypto’s surprising resilience and what macro signals to watch next.
7 snips
Mar 20, 2026 • 35min
He SOLD 50% of His Crypto Portfolio… What Does He Know?
A top crypto analyst explains why he cut half his portfolio after signals shifted. They discuss rising oil, the Iran conflict, and weakening leading indicators. Different market scenarios are mapped out and sectors that could hold up are examined. Specific token reductions and the role of buybacks and revenue sensitivity are highlighted.
Mar 19, 2026 • 43min
The Market Should Be Crashing… So Why Is Crypto Holding Up? w/ Christopher Perkins
Christopher Perkins, President at CoinFund and former Marine, blends finance and defense experience. He unpacks why markets seem calm amid geopolitical stress. He explores oil shock risks, US energy resilience, and how tokenization, Bitcoin, and stablecoins thrive in a 24/7 world. He also talks institutional adoption, regulatory clarity, and how politics could shape crypto’s future.
Mar 18, 2026 • 42min
The Next Big Print Cycle Is Coming… And Bitcoin Could Go Parabolic w/ John Haar
John Haar, Managing Director at Swan Private and former Goldman Sachs fixed-income pro, explains the return of the “Big Print” cycle and why fresh liquidity could push Bitcoin parabolic. He covers triggers like war, AI spending, state fiscal stress, and banking shocks. He contrasts Bitcoin with gold and other assets and outlines institutional adoption and a multi-year timeline for major upside.
Mar 17, 2026 • 36min
The 4 Biggest Crypto Trends Investors Are Missing Right Now w/ Mason Nystrom
Mason Nystrom, junior partner at Pantera Capital known for on-chain research, breaks down four major crypto trends shaping the next cycle. He covers Solana’s strong on-chain activity versus price, stablecoin volume leadership, the rise of verticalized prediction and earnings markets, and the growing convergence of AI with crypto-enabled payments and neofinance.
Mar 16, 2026 • 38min
Bitcoin Is the Only Asset That Matters… Everything Else Is Garbage? w/ Charles Menke
Charles Menke, Head of Operations at Wolf Financial and former Ethereum miner, explains why he sold ETH and went all-in on Bitcoin. He contrasts technical complexity and liquidity on different chains. He highlights trustless design, long-term holding strategies, Bitcoin vs gold portability, and risks like quantum computing and custody. Conversations also cover trading dynamics and evaluating Bitcoin-related companies.
