Milk Road Crypto
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Lyn Alden: "The best product Coca-Cola ever sold was their bonds, not their Coke." Coca-Cola borrows at 2-3% while the money supply grows at 7%. They then use that cheap debt to buy scarcer assets. Governments do it. Corporations do it. Wealthy individuals do it. Everyone is shorting the currency... Except the people at the bottom. They can't access cheap debt and "are getting the full damage of the inflation" on their wages and savings. FT Lyn Alden Peter McCormack 🏴☠️🇬🇧🇮🇪.
Milk Road Crypto1,704,467 görüntüleme • 4 ay önce
Lyn Alden: "I keep fading the equity bears..." "When we're running at 7% of GDP deficits as far as the eye can see, being bearish on stocks basically means you're bullish on fiat." "You're saying, what? Stocks are going to go down vs. the dollar?" Since COVID, Lyn says the winners have been hard assets: Gold, $BTC, high quality stocks and the best real estate with fixed-rate debt. Bonds, meanwhile, have had one of their worst five or six year stretches in our parents' and grandparents' lifetimes. Her case rests on deficits, and those won't shrink because tech had a bad week. She files bitcoin next to gold and quality stocks as an asset that holds up while governments keep spending. Are you fading the doomers or hedging for them? FT Lyn Alden Maggie Lake Wealthion
Milk Road Crypto149,355 görüntüleme • 16 gün önce
Bitcoin could be the next big trade after AI. Lyn Alden says the AI trade is showing signs of exhaustion after a massive run. And here's the interesting part: AI stocks don't need to crash. They just need to stop being the market's "fastest horse." That's when investors could start looking at Bitcoin again. FT John Gillen - WartimeEthereum.eth ⏱ TIME POINTS ⏱ 00:00 - Intro 01:26 - Why Bitcoin Won't Break Down 02:57 - Has Bitcoin Bottomed? 04:42 - AI's Growing Threat to Crypto 07:10 - Milk Road PRO: $1 Offer 07:22 - Is Quantum a Threat to Bitcoin? 11:34 - When Will Institutions Return? 14:36 - Will AI Money Flow Into Bitcoin? 17:18 - The Fed's Impact on Bitcoin 21:04 - Is the Fed Printing Again? 24:30 - Congress and the US Debt Crisis 26:29 - Is Dollar Debasement Accelerating? 28:39 - The Global Oil Shock 32:26 - Sponsor: Nexo 33:00 - Sponsor: Alumni Ventures 33:28 - What Oil Price Breaks the Economy? 35:32 - Is the Energy Crisis Bullish for BTC? 39:26 - Lyn Alden's New Bitcoin Company 43:21 - Bitcoin Meets Private Equity 45:56 - Bitcoin's Biggest Risk Isn't Tech 50:09 - Lyn Alden's 2027 Bitcoin Outlook 50:55 - Where to Follow Lyn Alden
Milk Road Crypto78,478 görüntüleme • 8 gün önce
![Chamath: "I just think it [BTC] is capped, and then I think eventually it gets hacked, and then it goes to zero." "The most obvious thing to point it to would be to Satoshi's wallet..." "It's a bunch of people that can't even agree, you know, where to meet..." Chamath's scenario has Bitcoin's cryptography being cracked, draining Satoshi's coins, shorting the market and then announcing the hack. He wants a move to quantum-resistant cryptography and doubts the community can agree on one. He also says he no longer owns crypto directly, only equity in Digital Currency Group. The risk is real but slow. No computer today can break Bitcoin's keys, and quantum-resistant address proposals are already in front of developers. For anyone holding $BTC, the useful step is keeping coins in an address that hasn't exposed its public key and watching how fast that upgrade moves. Is quantum on your worry list? FT Chamath Palihapitiya Peter H. Diamandis, MD Moonshots](https://image.24vids.com/tw-2113283257634853320/amplify_video_thumb/2113283237305065472/img/uLPmltBmH7X8AfEY.jpg)
Chamath: "I just think it [BTC] is capped, and then I think eventually it gets hacked, and then it goes to zero." "The most obvious thing to point it to would be to Satoshi's wallet..." "It's a bunch of people that can't even agree, you know, where to meet..." Chamath's scenario has Bitcoin's cryptography being cracked, draining Satoshi's coins, shorting the market and then announcing the hack. He wants a move to quantum-resistant cryptography and doubts the community can agree on one. He also says he no longer owns crypto directly, only equity in Digital Currency Group. The risk is real but slow. No computer today can break Bitcoin's keys, and quantum-resistant address proposals are already in front of developers. For anyone holding $BTC, the useful step is keeping coins in an address that hasn't exposed its public key and watching how fast that upgrade moves. Is quantum on your worry list? FT Chamath Palihapitiya Peter H. Diamandis, MD Moonshots
Milk Road Crypto98,540 görüntüleme • 14 gün önce
Mike Novogratz: No one cares about anything outside the AI food chain right now. "Crypto is in that... we tried to make the crypto agentic link. It's actually a real link. It's not a theoretical link..." "But no one cares about crypto right now." "Markets need energy." "And then you've got Saylor selling a little bit. I don't know why he did that, it was a strange move..." "It was a tiny amount - but if the guy with laser eyes is selling $BTC, that's not good either." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge SALT.
Milk Road394,365 görüntüleme • 4 ay önce
Bitcoin is ripping... but the real bottom may still be ahead. Digital Asset News says the 4-year cycle still points to October, and even $45K BTC isn't off the table. His strategy if it crashes again? Buy MORE. The lower it goes, the more aggressive his DCA gets. FT John Gillen - WartimeEthereum.eth Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 – Intro 01:14 – Has Bitcoin Bottomed? 04:00 – Milk Road PRO 05:07 – DCA in a Bear Market 09:56 – What Could Move Bitcoin? 12:32 – What’s Next for the Clarity Act? 14:40 – SEC’s New Crypto Regulations 17:01 – Sponsor: Saber Money 17:41 – Are ICOs Coming Back? 19:25 – Is Self-Custody Too Risky? 26:50 – Which Altcoins Is Rob Buying? 30:43 – Next Bull Run Narratives 34:08 – When Will the Bear Market End?
Milk Road Crypto206,847 görüntüleme • 2 ay önce
Kevin Warsh's logic behind killing forward guidance: "Financial market prices are probably the most important source of information to guide central bankers." "But when all the financial markets are doing is reflecting back what we've said - then we're taking the most important source of information, and we're being blind to it."
Milk Road368,514 görüntüleme • 4 ay önce
Lyn Alden: People keep asking "when will the debt matter?" Like there's some big day of reckoning coming. "Sovereign debt tends to work differently. It tends to be more of a process." "It has been mattering... since about 2018/2019." The US deficit is now bigger than ALL private bank lending combined. That's never happened outside a recession before. FT Lyn Alden Danny Knowles.
Milk Road Crypto322,226 görüntüleme • 4 ay önce
Most critics think Ethereum is getting cannibalized by L2s. But the founders of Ethlabs believe Ethereum is quietly positioning itself to become the root of the global economy. Fast confirmation rules are set to slash transfer friction by 98%, L2s are onboarding tens of millions of real-world users, and L1 is cementing its position as the primary economic settlement hub. FT John Gillen - WartimeEthereum.eth ansgar.eth Barnabé Monnot | barnabé.eth Julian Tune in to know more ⏱ TIME POINTS ⏱ 01:42 - How Can Ethereum Become The Root Of The Global Economy? 05:44 - How Does Ethlabs Collaborate With Other Entities? 09:01 - Who Controls The Ethereum Improvement Proposal Process? 11:26 - Benefits & Tradeoffs Of Ethereum's New Org Structure 13:52 - The First Priorities And Target Upgrades For Ethlabs 16:15 - How Will Upgrades Like Faster Slot Times Reach The Market? 20:47 - Ethlabs Focus: Short-Term Upgrades vs Long-Term Goals 22:53 - Is There A Concrete Roadmap For Ethlabs? 27:00 - What Is The Strategy For Growing Ethereum User Adoption? 29:01 - Sponsor: Securitize 29:39 - Sponsor: Bitget 30:12 - What Are The Ecosystem Builders' Takes About Ethereum? 33:22 - Does Layer 2 Growth Accrue Value To Ethereum Or To L2s? 38:39 - The Updated Vision For L1 And L2 Alignment 41:45 - How Will Ethereum Balance ETH Asset Supply And Demand? 46:10 - What Do Collaborations With DATs Look Like? 50:06 - How Can Devs And Community Members Contribute To Ethlabs? 51:29 - How Is Ethlabs Navigating Crypto Twitter Dynamics?
Milk Road Crypto261,608 görüntüleme • 3 ay önce
Lyn Alden: The market keeps relying on outdated inflation patterns. Everyone learned from the 70s that "the solution to inflation is always higher rates." But that was an era when money creation came from bank lending. "When you're in fiscal dominance... every time they raise interest rates, they actually blow out the fiscal deficit even more." The Fed is fighting the wrong fire with the wrong tool. FT David Lin Lyn Alden ego death capital.
Milk Road324,213 görüntüleme • 4 ay önce
Raoul Pal: The best performing brokerage accounts at every firm are the ones belonging to dead people. "It's because they don't sell." "Unfucking your future is compounding. F*cking up your future is trying to trade." Very few traders actually make compounding returns. Buying and holding in the right secular trend beats almost everything - and you don't even need to be smart to do it. FT Raoul Pal Real Vision.
Milk Road Crypto294,991 görüntüleme • 4 ay önce
Mike Novogratz: The US has $40T of debt and there's only one way out. "The only way we deal with that debt is to inflate it away. Period. End of story." Run 4% inflation while convincing markets you're targeting 2%. Do that for 10 years and you've erased 30% of real debt. The danger is that people could lose confidence, and 4% becomes 14% or 40% - wiping out debt AND wealth simultaneously. FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.
Milk Road Crypto306,447 görüntüleme • 4 ay önce
$NEAR is trading at ~$5. Bitwise's base case price target implies a ~40x by 2030. Matt Hougan's reframe is simple: a 40-50x still makes NEAR less valuable than Ethereum is today. "Is it absurd to think that the fundamental layer on which agentic finance takes place is less valuable at maturity than Ethereum is today at the depths of the bear market?" FT Ryan Rasmussen Matt Hougan John Gillen - WartimeEthereum.eth Nexo
Milk Road Crypto57,009 görüntüleme • 24 gün önce
Lyn Alden: Silicon Valley doesn't get Bitcoin because tech people know the first mover rarely wins. Ask Jeeves didn't win search. MySpace didn't win social. But Bitcoin isn't a regular technology - it's a protocol. And protocols don't get replaced once they win. Internet history is littered with them: tcp, https, smtp, ip, and more. FT Joe Burnett, MSBA Lyn Alden True North. Follow for more: Milk Road Crypto
Milk Road Crypto122,327 görüntüleme • 1 ay önce
David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive." ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset." What's missing is a killer instinct at the top (the EF). FT John Gillen - WartimeEthereum.eth David Hoffman Camila Russo The Defiant.
Milk Road Crypto289,304 görüntüleme • 5 ay önce
Lyn Alden: The entire modern money system is only 55 years old (most people alive today were born before it existed). "It's kind of like this been this grand experiment that the whole world has done." Before the 1970s, money was backed by gold. Now it's just a list of ones and zeros managed by people who can't balance a budget. The question was always whether politicians could run a ledger responsibly. "The answer so far is that in almost every country imbalances slowly grow." FT Lyn Alden Peter McCormack 🏴☠️🇬🇧🇮🇪.
Milk Road Crypto231,533 görüntüleme • 4 ay önce
Raoul Pal: "It's all so f*cking obvious." AI agents, payment systems, wallets - all converging. "The Everything Code is in full flow right now." "All wealth compounds over time and everybody desperate to trade it, is going to f*ck it up." "Buy a few high quality top tier tokens... go to the beach for 10 years and come back on your private jet from the beach." FT Raoul Pal Real Vision Bijan Sui.
Milk Road Crypto289,681 görüntüleme • 5 ay önce
.Thomas (Tom) Lee (not drummer) FundstratDirect.com thinks crypto winter may already be ending, and Wall Street could be caught underexposed. His setup: cash on the sidelines + ETH outperforming + regulatory catalysts + investors rotating back from AI. If institutions start performance chasing, he expects a “huge institutional bid” into year-end. FT John Gillen - WartimeEthereum.eth Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 - Intro 01:12 - Historic Crypto Short Squeeze 02:52 - Pullback or New Bull Market? 04:40 - Ethereum & the “Uncanny Valley of Wealth” 09:07 - The Tokenization Supercycle 13:09 - Wall Street Is Building on Ethereum 16:15 - Why AI Agents Need Crypto Rails 19:28 - Sponsor: Saber Money 20:08 - Why BitMine Keeps Buying ETH 25:40 - Ethereum’s Evolving Ecosystem 28:22 - Ethereum: The Root of Global Finance? 32:28 - ETH vs. Bitcoin: Why ETH Could Win 37:09 - Wrap-Up
Milk Road Crypto126,702 görüntüleme • 2 ay önce
Lyn Alden: Money supply in the developed world has historically grown around 7% per year. The average salary raise = Maybe 2-3%. Over a decade, you're getting a smaller and smaller share of the total money supply just by showing up to work. "People kind of look around and say, 'why does it seem like everything's more expensive? I'm still earning money, but it just doesn't feel like it goes as far.'" "And a lot of times they're right." FT Lyn Alden Peter McCormack 🏴☠️🇬🇧🇮🇪.
Milk Road Crypto212,850 görüntüleme • 4 ay önce
Lyn Alden: Bitcoin's 4-year cycle had its best run, and now AI is eating its lunch. "For a long time, Bitcoin was the fastest horse really that you could invest in." But the rise of AI companies gave investors a 10x alternative. Capital that used to chase $BTC is now chasing semiconductors. Bitcoin's unique edge - self-custody, borderless, unseizable - doesn't disappear. But from a pure price performance standpoint, "AI is kind of sucking a lot of the attention out of it." When AI goes sideways, Bitcoin may re-attract that capital. FT Lyn Alden GoldRepublic.
Milk Road221,736 görüntüleme • 4 ay önce