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
Apr 2, 2026 • 43min
The ETF Multiplier Effect: Why Bitcoin Could Still 10-20x From Here w/ Cory Klippsten
Cory Klippsten, CEO of Swan Bitcoin and long-term Bitcoin advocate, explains why ETFs could be a massive adoption catalyst. He unpacks the “ETF multiplier effect,” institutional flows into Bitcoin, custody versus control trade-offs, AI-driven fintech product speed, and what hyperbitcoinization might look like. Short, sharp, and provocative takes on altcoins and crypto market structure.
11 snips
Apr 1, 2026 • 37min
Can Bitcoin Survive Quantum Computing? w/ Ark Invest
Ray Hadi, ARK Invest research associate focused on crypto payments and blockchains, and Lorenzo Valente, ARK director researching crypto, quantum risk, and market impact. They debate Google’s Shor algorithm claims and revised quantum timelines. They highlight which chains and dormant wallets are most exposed. They explore upgrade paths, coordination hurdles, and how institutions may demand quantum-proof roadmaps.
Mar 31, 2026 • 40min
Crypto’s Next Bull Run Will Be Built on THIS (Clarity Act Explained) w/ Jake Chervinsky
Jake Chervinsky, a crypto legal expert and CEO focused on DeFi policy and developer protections. He breaks down how U.S. regulation, especially the Clarity Act, could make or break institutional onchain adoption. Short takes on tokenization, timing for institutions, privacy versus compliance, and why developer shields matter for DeFi's future.
Mar 30, 2026 • 39min
Why This “Boring” Crypto Market Is a Generational Trap w/ John Gillen
John Gillen, macro and digital-asset commentator who analyzes geopolitics, energy, and crypto market structure. He walks through the Strait of Hormuz crisis and global supply shocks. He connects energy disruptions to crypto risks and market psychology. He discusses Bitcoin’s trading range, institutional moves at the Digital Asset Summit, and why a slow, “boring” market can be a generational trap.
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.
