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
Feb 18, 2026 • 32min
The Real Bull Case: Why Coinbase Could Explode When Crypto Recovers
They dig into why reported net losses at Coinbase may be misleading and how adjusted earnings tell a different story. The conversation highlights rising subscription and services revenue across many product lines. They cover platform balances, assets under management, and why infrastructure advantages could pay off. They also discuss product expansion like stocks and the key metrics to watch for future growth.
Feb 17, 2026 • 41min
Inside the Crypto Collapse: Binance Selling, ETF Exhaustion & OG Profit Taking w/ Delphi Digital
Jason from Delphi Digital, Head of Markets known for on-chain research, breaks down prolonged crypto selling and Binance-driven spot pressure. He unpacks the 10/10 liquidation cascade and whether exchanges triggered the crash. He also explores institutional flows, why tradfi warmed to crypto, and why certain alts like Hyperliquid stand out.
17 snips
Feb 16, 2026 • 44min
Stop Watching Bitcoin: The 3 Biggest Opportunities in Crypto Right Now w/ Jeff Dorman
Jeff Dorman, CIO at ARCA with decades in portfolio management and digital asset research. He explains why fixating on Bitcoin price misses bigger crypto opportunities. He breaks down who sold during the recent crash and why. He highlights three growth areas: DeFi, stablecoins/payments, and tokenized real‑world assets. He also discusses institutional signals, allocation challenges, and where value may accrue as assets move on‑chain.
Feb 13, 2026 • 38min
Crypto Fear Hits EXTREME (5): Is This a Massive Opportunity? w/ John Gillen
John Gillen, crypto analyst tracking macro and on-chain trends. He dissects the extreme fear in markets and what it means for accumulation. Institutions like BlackRock and Goldman are moving in while prices lag fundamentals. He also explains Ethereum upgrades, ERC-8004 and AI-driven agent economies, and why staying current with AI tools matters.
8 snips
Feb 12, 2026 • 34min
Bitcoin Capitulation Signals Are Flashing... Now What? w/ Jamie Coutts
Jamie Coutts, Real Vision’s chief crypto analyst who studies Bitcoin cycles and liquidity, breaks down the signals before the recent Bitcoin top. He walks through momentum divergences, capitulation metrics, and why bottoms may be multi-month processes. He also explores changing liquidity mechanics, reserve stress, and how tokenization and on-chain activity could shift value accrual for major chains.
18 snips
Feb 11, 2026 • 37min
The Catalysts That Could Trigger the Next Bitcoin Breakout w/ Matt Hougan
Matt Hougan, Bitwise CIO and crypto institutional strategist, explains why the bear market likely began in Jan 2025. He walks through the causes of the Feb 5 crash and how no-bid dynamics amplify selloffs. He weighs risks like the four-year cycle and quantum fears, and explores future catalysts: stablecoins, tokenization, AI-Fi, and institutional adoption.
11 snips
Feb 10, 2026 • 39min
2021 All Over Again? The 55% Bitcoin Drop That Preceded New Highs w/ Scott Melker
Scott Melker, crypto trader and podcaster known as The Wolf of All Streets, gives a market-read on whether Bitcoin has bottomed. He walks through weekly moving averages, RSI signals, and a 55% drawdown parallel to 2021. Short takes on DCA buying, Ethereum scaling, Solana’s speed, stablecoins as payments, tokenized real-world assets, and why sentiment often flips before price.
Feb 9, 2026 • 36min
Too Many Tokens, Too Little Value: What Crypto Got Wrong w/ Matt O’Connor
Matt O'Connor, co-founder of Legion who helps structure and underwrite token sales, breaks down why there are too many tokens chasing too little demand. He talks about Bitcoin volatility, how leverage and forced selling amplify crashes. He weighs when teams should launch, why bear markets can benefit disciplined projects, and how to design token releases that resist instant dumps.
Feb 6, 2026 • 42min
Zoom Out: Why This Crash Doesn’t Change the Crypto Thesis w/ Bill Barhydt
Bill Barhydt, founder of Abra and seasoned crypto entrepreneur, zooms out on a violent market drawdown. He compares this crash to past 70%+ Bitcoin drops. He talks investor psychology, why price action can mislead, how to evaluate L1 platforms, and the role of AI and tokenization in long-term on-chain wealth management.
Feb 5, 2026 • 48min
Why Trillions in TradFi Capital Are Moving Onchain w/ Coinbase Exec Brian Foster
Brian Foster, leader of Crypto as a Service, ETFs, and Government at Coinbase, explains how Coinbase supports banks, asset managers, and fintechs moving onchain. He discusses why institutions rely on Coinbase for custody and trust. He explores stablecoins as global payment rails, Stablecoin as a Service, and accelerating tokenization of stocks, treasuries, and real‑world assets.
