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 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.
6 snips
Feb 4, 2026 • 42min
Crypto Is Crashing… But The Macro Data Says a Massive Rally Is Coming w/ John Gillen
John Gillen, a macro and crypto analyst who links digital assets to software stocks and liquidity, explains why current crypto pain began in software and private credit. He connects Bitcoin to high-beta SaaS behavior. He discusses cycle timing, market signals like ISM and Russell correlations, and why this setup could lead to a major rally in 2026.
6 snips
Feb 3, 2026 • 38min
The Case for Canton Network as the World’s Biggest Blockchain w/ Yuval Rooz
Yuval Rooz, founder and CEO of Digital Asset and architect of the Canton Network, builds institutional blockchain plumbing for tokenization and privacy. He discusses Canton moving real financial plumbing onchain, selective privacy and compliance, onboarding legacy institutions, tokenized U.S. treasuries and repo activity, and how Canton’s token economics tie value to real-world utility.
18 snips
Feb 2, 2026 • 41min
How Deep Into the Bitcoin Bear Market Are We Now? w/ Julio Moreno
Julio Moreno, CryptoQuant analyst who builds on-chain indicators like the bull score, returns to unpack bearish Bitcoin signals. He explains why key metrics flipped negative months ago. Topics include his bull score mechanics, ETF outflows, Coinbase premium shifts, stalled stablecoin growth, funding-rate trends, and price vs. the one-year moving average.
9 snips
Jan 30, 2026 • 36min
Where to Invest in Crypto When 90% of Projects Are Uninvestable w/ Ryan Connor
Ryan Connor, Head of Research at Blockworks who analyzes tokenomics and market structure, joins to map where crypto actually deserves capital. He discusses why most projects fail scrutiny. He outlines market maturation toward real business models, the rise of equity perps and who can win them, and new tokenomics trends and yield products shaping 2026.
12 snips
Jan 29, 2026 • 42min
Will the Rotation From Gold to Bitcoin Actually Happen? w/ Matt Hougan & Ryan Rasmussen
Matt Hougan, CIO at Bitwise, offers macro and asset-allocation views. Ryan Rasmussen, Head of Research at Bitwise, analyzes institutional demand and tokenization. They debate whether capital is really moving from gold to Bitcoin. They compare gold and Bitcoin for central banks, discuss tokenization, stablecoins, regulatory clarity, and institutional adoption.
21 snips
Jan 28, 2026 • 41min
The One Metric Investors Must Watch to Understand Crypto’s Next Move w/ Nick Forster
Nick Forster, founder and CEO of Derive and on-chain options builder, walks through why options markets reveal crypto’s next moves. He covers market structure shifts, why options matter beyond leverage, how to read option boards and implied volatility, and how concentrated flows and hedging can drive big price moves.
27 snips
Jan 27, 2026 • 54min
Raoul Pal: Why You Only Have Until 2030 to Build Wealth
Raoul Pal, macro investor and founder of Real Vision, shares a bold 2030 time frame for building wealth. He discusses liquidity as the dominant market force. He outlines key dates and risks like the 2025 air pocket and October 10th. He covers how gold leads, crypto follows, tokenization’s path to trillions, and simple portfolio rules to navigate a potential macro regime change.
12 snips
Jan 26, 2026 • 35min
What Coinbase Ventures Is Buying in Crypto Right Now w/ Hoolie Tejwani
Hoolie Tejwani, Head of Coinbase Ventures and veteran early-stage crypto investor, shares where institutional crypto capital is flowing now. He highlights DeFi’s staying power and on-chain consumer apps. Stablecoins as real-world payments, tokenized real-world assets, prediction markets, and on-chain AI are top themes. He also explains how private crypto deals are becoming more accessible to retail investors.
11 snips
Jan 23, 2026 • 31min
Solana Is Winning Internet Capital Markets: The Bull Case Explained w/ DJ Hà Trang
DJ Hà Trang, Head of Research at BirdEye and author of the 'Solana 2025' report, breaks down why Solana could become a global financial settlement layer. She discusses on-chain revenue and capital efficiency. She covers infrastructure upgrades, ultra-fast finality demos, booming USDC turnover, and tokenized real-world assets. Short, sharp, big-picture takes on Solana’s push into internet capital markets.
