
Bloomberg ETF analyst James Seyffart joined us to break down what's really happening beneath the surface of the crypto market. Headlines are screaming about Bitcoin's decline and nearly $4 billion in ETF outflows. But the data tells a much more nuanced story. ETF investors are actually showing WAY more conviction than in previous crypto cycles. And the selloff might not be coming from where most people think. The narrative and the reality are two different things right now. That gap is usually where the opportunity hides.
By LG Doucet
6/3/2026

Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_organic&utm_campaign=pod-jun2
By LG Doucet
6/2/2026


In this episode, we sit down with Kix, one of the sharpest altcoin traders in the game, to break down why prediction markets might be the biggest asymmetric bet of Q4 2025. From PolyMarket’s upcoming token to low-cap gems flying under the radar, Kix lays out a full thesis that mirrors last year’s AI mania… only earlier.
By LG Doucet
10/8/2025

In this episode of Milk Road Degen, we sit down with Brycent, a former Web3 gaming streamer turned creator VC, who shares the wild story of how he made over $200K trenching tokens on Pump.fun, and why he walked away from it all. From early memecoin wins and streamer token chaos to his new investments in Football.fun, Brycent breaks down the evolution from degenerate trading to long-term venture investing.
By LG Doucet
10/3/2025


Markets are hitting new all-time highs. AI stocks are leading the rally. Investors are still betting on lower rates. So... what could possibly go wrong? Jim Bianco of Bianco Research joined Milk Road Macro to explain why he thinks the market might be massively underestimating one of the biggest risks in the global economy right now: energy. Jim breaks down why the Strait of Hormuz matters way more than most investors realize, how global oil inventories are getting quietly depleted, and why treating structural problems as temporary liquidity issues has been the common thread behind nearly every major financial crisis.
By John Gillen
6/2/2026

Capitalize on this bull market by tracking our PRO analysts' portfolios and live trades - just $1 for 7 days: https://milkroad.com/pro/?utm_medium=social&utm_source=youtube_organic_macro&utm_campaign=pod-may28In today's episode, we break down why oil prices are falling despite the closure of the Strait of Hormuz, how the bond market is reacting to a new Federal Reserve chairman, and why tech and semiconductor stocks are pushing to unstoppable all-time highs.Tony Greer explains why he is pivoting away from the natural resources and inflation scare, why the "Sideshow" in tech doesn't care about old-school market rules, and how Nvidia continues to carry the weight of a historic equities rally. We dive deep into how a historic $4 trillion wave of upcoming tech IPOs could vacuum all the liquidity out of the room, and how the Trump administration is weaponizing domestic semiconductor investments like Intel as a matter of absolute national security.

The AI arms race is accelerating. And the biggest tech companies in the world are spending billions to secure one thing: compute. In this episode, we break down why Google's massive capital raise could be one of the strongest signals yet that AI demand is blowing past available supply. Corporations aren't treating compute like software anymore. They're treating it like a strategic asset. Like oil. Like land. We get into how NVIDIA's ecosystem keeps expanding, and why the next generation of AI winners might be hiding in networking, semiconductors, power infrastructure, and optical systems.
By Milk Man
6/3/2026

In today's episode, we break down why the intersection of AI demand and web infrastructure is creating a massive value mismatch, and how decentralized computing protocols are solving real-world data bottlenecks.Yan Liberman, managing partner at Delphi Ventures, explains why the privacy-focused LLM platform Venice remains aggressively undervalued despite its recent 10x run, how the protocol is quietly locking down millions in subscription ARR from power users, and why its unique foundation structure ensures that long-term cash flows flow directly back to token value without relying on artificial buybacks.
By LG Doucet
6/1/2026
We break down why the unstoppable momentum of the AI trade is completely overwhelming global energy shocks, how the impending $2 trillion wave of tech IPOs will permanently reshape capital markets, and why a divided Federal Reserve is preparing for a high-stakes battle over interest rates.John explains why Bitcoin’s recent slide below $71K is hitting the most sensitive part of the risk curve, and why a short-term drawdown could present a generationally great opportunity to accumulate long-term value.
By Milk Man
6/1/2026
In this episode of Milk Road Degen, we sit down with BCheque, a full-time investor, co-founder of Modern Market, and early backer of some of the best-performing projects this cycle. He reveals the two most asymmetric opportunities in crypto today… and how retail investors can still catch them before it’s too late.
By LG Doucet
10/1/2025
By John Gillen
5/28/2026

The S&P 500 is smashing through insane new all-time highs, Micron officially rocketed into a trillion-dollar company, and the true constraints of the $8 trillion AI infrastructure race are physical bottlenecks hidden from the public eye. We explain why the hyper-cyclical "boom and bust" era for semiconductor stocks is being completely rewritten by massive multi-year contracts, and we map out the explosive rise of the "neocloud market" heading toward a projected $400 billion valuation.
By Milk Man
5/27/2026