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
13 snips
Mar 4, 2026 • 38min
AI Agents Will Need Crypto to Work (Here’s Why) w/ Tom Schmidt
Tom Schmidt, General Partner at Dragonfly and former product lead at 0x, Facebook, and Apple. He explores why crypto and stablecoins could become the payment rails for agentic AI. Short takes cover verifiable identity for AI content, distributed inference to ease GPU shortages, and tokenization opportunities like RWA perpetuals. Conversations focus on how blockchain and AI infrastructures might interlock.
35 snips
Mar 3, 2026 • 43min
Arthur Hayes: Iran War = Fed Money Printing? Is a Massive Crypto Rally Coming?
Arthur Hayes, crypto entrepreneur and co-founder of BitMEX, outlines a bold macro thesis linking prolonged Iran conflict, oil shocks, and eventual Fed liquidity. He maps scenarios where markets drop then crypto soars once policy eases. Hayes also discusses AI-driven job risk, Bitcoin and altcoin positioning, and why tokenomics and buybacks matter for valuations.
Mar 2, 2026 • 33min
Bitcoin to $48K or $100K First? Why the Next Rally Would Hurt Most Investors w/ Peter Smith
Peter Smith, Founder and CEO of Blockchain.com and long-time crypto entrepreneur. He discusses the Clarity Act’s likely timeline and political trade-offs. He lays out why Bitcoin often takes the path that inflicts the most pain. He weighs a sharp rally to ~100K versus a drop toward 38K and explains how an unexpected violent rally could catch many investors off guard.
10 snips
Feb 27, 2026 • 36min
Bitcoin Stuck? Coinbase Expert Reveals What’s REALLY Controlling the Price w/ David Duong
David Duong, Head of Institutional Research at Coinbase and options market specialist, breaks down what’s really moving Bitcoin. He talks dealer hedging and how negative gamma can amplify moves. He highlights concentrated gamma pockets, institutional flows, tokenization trends, and why narratives about price suppression persist. Short, sharp takes on market structure and potential triggers for big moves.
Feb 26, 2026 • 35min
Bitwise’s Bull Case: Why Crypto Fundamentals Are Stronger Than Ever w/ Matt Hougan & Ryan Rasmussen
Matt Hougan, CIO at Bitwise and ETF and tokenization specialist, and Ryan Rasmussen, institutional portfolio manager focused on macro and stablecoins, discuss why institutions are turning bullish. They explore tokenization’s huge market potential. They dig into stablecoins reshaping payments and why price can lag strong fundamentals. They also cover regulatory moves and prediction-market product plans.
9 snips
Feb 25, 2026 • 36min
Has Bitcoin Lost Its “Digital Gold” Status for Good? w/ Ran Neuner
Ran Neuner, founder of Crypto Banter and crypto commentator, offers a bearish short-term Bitcoin outlook. He discusses Bitcoin losing its store-of-value narrative, the growing decoupling from gold, miners pressured by AI-driven energy demand, and how institutions may be rotating out of BTC. He also explores AI-driven microtransaction rails and defensive portfolio moves.
Feb 24, 2026 • 37min
Why Ethereum May Be the Biggest Winner of the AI Revolution w/ John Gillen
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.
18 snips
Feb 23, 2026 • 43min
Bitcoin Is Down… But Institutional Demand Is Surging w/ Austin Reid
Austin Reid, Global Head of Revenue and Business at FalconX and a leader in institutional crypto prime brokerage. He breaks down how banks, asset managers, and hedge funds are quietly building infrastructure for Bitcoin via ETFs, derivatives, credit, and tokenization. Conversation covers FalconX’s institutional services, the 21Shares move, on‑chain finance, and why institutional flows may outlast retail panic.
15 snips
Feb 20, 2026 • 40min
Crypto’s Biggest Setup Is Happening Right Now w/ Kyle Reidhead
Kyle Reidhead, crypto investor and co-owner of the Milk Road, offers on-chain analysis and market strategy. He explains why this downturn is a demand vacuum rather than a classic bear market. He contrasts 2022’s rate-driven selloff with today’s capital rotation. He spotlights protocols growing revenue, buybacks, and DeFi as a path to real-world capital formation.
Feb 19, 2026 • 35min
Bitcoin Downtrend Explained: Why Most Investors Are Getting Wrecked Right Now w/ Koroush
Koroush AK, a trader and educator specializing in price-action and market structure, breaks down Bitcoin’s clear downtrend and where price action points next. He outlines how he finds trade setups and key levels to watch. Conversation covers balancing long-term accumulation with active trading, handling losses, and using macro events as liquidity signals.
