Stay ConnectedThe next crypto winners won’t be obvious until they’ve already run. Our job is to find them first.
5 episodes a week exploring the future of finance, the people building it, and the next big bull market.
🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.
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In this episode, Geoffrey explains why he believes tokenization is now “100% locked in,” why traditional finance is moving onchain, and how that shift could create massive opportunities across decentralized exchanges, lending, asset management, and Layer 2 infrastructure. We break down his highest-conviction altcoin picks - Uniswap (UNI), Aave (AAVE), Morpho (MORPHO), and Arbitrum (ARB) - and the logic behind some of Standard Chartered’s most aggressive long-term crypto price targets.
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📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode of Milk Road Crypto, John Gillen sits down with Max Bareiss, Head of Lending at Galaxy, and Greg Feibus, Global Head of Capital Markets at Sky Frontier Foundation, to break down what the Galaxy-Sky partnership means for institutional DeFi. They explain why Galaxy is using sUSDS for treasury management, how yield-bearing assets could become institutional collateral, and why Sky wants sUSDS to function as an “onchain Treasury bill” for crypto markets.
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Max Bareiss: https://x.com/Game_Set_Max
Greg Feibus: https://x.com/gregfeibus
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode of Milk Road Crypto, John Gillen sits down with Joe Andrews, co-founder and CEO of Aztec Labs, to break down the return of ZK.money, Aztec’s privacy-focused Ethereum Layer 2, and why programmable privacy could become one of the most important pieces of crypto infrastructure. Today, using Ethereum can expose your wallet balance, transaction history, counterparties, and financial activity to anyone. Aztec is betting that zero-knowledge proofs can change that, bringing private payments, private DeFi, identity verification, institutional finance, and eventually AI-powered transactions to Ethereum without giving up decentralization.
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Joe Andrews: https://x.com/jaosef
Aztec: https://x.com/aztecnetwork
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
Bitcoin is pulling back after reclaiming a key long-term technical level - so is this just a healthy dip, or are the bears about to take control again? In today’s episode, John and LG break down the latest Bitcoin price action, why the recent weekly close still matters, and what would invalidate the bullish setup. They also dig into the growing macro risks facing markets, including rising bond yields, liquidity pressures, and why crypto may still be showing relative strength despite a shakier backdrop.
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John Gillen: https://x.com/BitcoinJesusETH
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode of Milk Road Crypto, Greg explains why crypto is entering a new “dispersion regime” where fundamentals, token design, revenue, unlocks, and value accrual increasingly determine which assets outperform, and which ones could keep falling even in a bull market. We break down how TAG Capital approaches crypto as a long/short fund, why shorting weak tokens helped drive performance during the bear market, and what Greg looks for when deciding whether a token is fundamentally mispriced.
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Greg Viverito: https://x.com/gviverito
TAG Fund
Website: https://www.tag.fund/
Substack: https://tagfund.substack.com/
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode of Milk Road Crypto, John Gillen sits down with Trevor King, Head of Investor Relations and Growth at Lighter, to break down how the zero-fee, ZK-powered perpetual exchange plans to compete as crypto derivatives move toward mainstream and institutional adoption. Trevor explains why Lighter believes the total addressable market for perps could grow dramatically as U.S. regulation opens the door to traditional financial institutions, brokers, and fintech platforms. He also breaks down why distribution, not just technology, could become the defining competitive advantage against platforms like Hyperliquid.
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Trevor King: https://x.com/trevor_flipper
Lighter: https://x.com/lighter_xyz
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode, John sits down with Eliezer Ndinga, Head of Research at 21Shares, to break down the changing crypto market, Bitcoin’s evolving role as a global macro asset, and why Hyperliquid could become one of the most important financial platforms in the industry. Eliezer explains why he believes Hyperliquid has the potential to become the second-largest crypto asset after Bitcoin, how 24/7 markets could reshape global price discovery, and why liquidity may give Hyperliquid a powerful advantage over both crypto-native and traditional competitors.
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Eliezer Ndinga: https://x.com/elindinga
21shares: https://x.com/21shares
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode of Milk Road Crypto, John Gillen sits down with Louis Regis, founder and CEO of Proper, an onchain prop trading firm built on Hyperliquid, to explore how AI agents, automated trading, perpetual futures, prediction markets, and decentralized infrastructure could reshape the future of crypto markets. Louis explains why roughly one-third of Proper’s users are already agents or algorithmic traders, why bots may have an advantage when it comes to risk management, and why prop trading could become a powerful way to allocate capital to autonomous trading systems without putting large amounts of money at risk upfront.
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Louis Régis: https://x.com/louisregis
Propr: https://x.com/ProprXYZ
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode, LG Doucet and John Gillen break down why Bitcoin’s latest breakout could represent a major shift in market structure, why the failure of the CLARITY Act may have actually removed one of crypto’s biggest overhangs, and why sidelined capital could now start moving aggressively back into digital assets. They also explore what comes next for Bitcoin, Ethereum, and altcoins as risk appetite returns. John explains why tokens with real users, revenue, and direct value accrual, including projects using token burns, buybacks, reserves, and fee mechanisms, could become some of the biggest beneficiaries of the next phase of the market.
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John Gillen: https://x.com/BitcoinJesusETH
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
In this episode, Karl explains why Optimism is betting on a future with potentially millions of chains, where financial institutions, exchanges, fintech companies, and major businesses operate their own customized Layer 2 networks. We break down why companies like Coinbase and Kraken are using the OP Stack, how institutional crypto adoption could accelerate, and what this new model could mean for Ethereum.
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Karl Floersch: https://x.com/karl_dot_tech
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
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