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🎯We called Micron (217%), Bloom (130%), Hyperliquid (55%), and Galaxy (37%) before their big runs.
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In this episode of The Milk Road Show, Joshua Frank, CEO of The Tie, breaks down how institutions actually evaluate crypto when headlines, hype, and retail narratives stop working. We dig into why most altcoins are struggling to attract real buyers, why ETFs don’t mean what people think they mean, and why banks are quietly building on Canton Network instead of chasing public blockchains.
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Joshua Frank: https://x.com/Joshua_Frank_
The Tie: https://x.com/TheTieIO
📃 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 The Milk Road Show, we sit down with Jason Badeaux, CEO of Daylight, to unpack how energy has quietly become one of the biggest bottlenecks for AI, data centers, EVs, and economic growth, and why DeFi might be the fastest way to fix it.
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Jason Badeaux: https://x.com/jasonbadeaux
Daylight: https://x.com/daylightenergy
📃 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, we sit down with Zac Prince, former BlockFi CEO and now Head of Galaxy One, to unpack what’s actually happening behind the scenes in crypto, and why 2026 may look nothing like past cycles. We talk about why Bitcoin underperformed in 2025 despite perfect macro conditions, why ETFs and stablecoins matter more than most investors realize, and how institutions are quietly building the next phase of crypto infrastructure while retail attention drifts elsewhere.
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📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
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Zac Prince: https://x.com/GalaxyOneZac
Galaxy One: https://x.com/galaxyoneapp
📃 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 The Milk Road Show, we stop obsessing over price action and focus on what actually matters: the infrastructure behind crypto. This conversation digs into the behind-the-scenes systems that move capital, settle transactions, and bridge crypto with the real economy. Our guest, Michael Tanenbaum, CEO of Figure Markets, breaks down how on-chain rails for mortgages, private credit, stablecoins, and tokenized real-world assets are quietly reshaping finance, whether the charts reflect it or not.
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📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
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Figure Markets: https://x.com/FigureMarkets
Michael Tanenbaum: https://x.com/MBTannenbaum
📃 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 The Milk Road Show, we sit down with Delphi Digital to break down what actually matters heading into 2026, and it’s not the loudest story on your timeline. It’s infrastructure: the rails, systems, and distribution layers being built while everyone else argues about price.
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📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
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🥛 Free Milk Road Newsletters.
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Jordan: https://x.com/jordan
Arcana: https://x.com/0x_Arcana
📃 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 The Milk Road Show, we go straight to the source of institutional thinking. David Duong, Head of Institutional Research at Coinbase, breaks down Coinbase’s 2026 Crypto Market Outlook, a deep, data-driven report that explains how real capital (not Twitter narratives) is positioning for what comes next.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
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David Duong: https://x.com/DavidDuong
📃 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 The Milk Road Show, onchain analyst Julio Moreno delivers an uncomfortable but data-driven take: we may already be in a bear market, and the catalysts people are counting on for 2026 aren’t as obvious, or as powerful as they think.
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📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
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Julio Moreno: https://x.com/jjcmoreno
📃 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 the Milk Road Show, Bitwise CIO Matt Hougan and Head of Research Ryan Rasmussen lay out their Top 10 predictions for 2026, and the message is clear: crypto is leaving its speculative adolescence and entering institutional adulthood.
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📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
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Bitwise: https://x.com/BitwiseInvest
Matt Hougan: https://x.com/Matt_Hougan
Ryan Rasmussen: https://x.com/RasterlyRock
📃 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 the Milk Road Show, Kyle Reidhead breaks down why crypto is no longer one big market, why most altcoins were left behind, and why 2026 won’t look anything like past cycles. Institutions did show up… just not where most people expected. Retail disappeared. AI stole attention and capital. And a handful of crypto use cases quietly kept winning under the hood.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
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Kyle Reidhead: https://x.com/KyleReidhead
📃 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, we go deep into Delphi’s 2026 Market Report to unpack the one liquidity chart most investors are ignoring, and why it could determine whether crypto breaks down… or breaks out over the next 12–24 months.
~~~~~
📊 Discover crypto’s onchain S&P 500, check out Reserve’s DTFs.
~~~~~
🔧 Tools & Channels
🥛 Free Milk Road Newsletters.
🥛 Go PRO and become a better investor.
~~~~~
✊ Follow Milk Road on Social Media:
~~~~~
🎙 GUEST INFO 🎙
Jason: https://x.com/3xliquidated
Marcus: https://x.com/that1618guy
Delphi Digital: https://delphidigital.io/
📃 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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