Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

A 50-year pattern just broke in silver. At the same time: - Banks are weakening - Bonds are breaking - The Fed is already intervening If this plays out, silver won’t just go up… it could go parabolic. Momentum Structural Analysis Tune in to know more ⏱ TIME POINTS...

MilkRoadStocks's profile picture

Milk Road Stocks

19,801 subscribers

57,606 görüntüleme • 5 ay önce •via X (Twitter)

Haberler & PolitikaFinans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

Crypto Is About to Go Parabolic + Bitcoin ATH w/ Arthur Hayes Forget Powell. The real money printer is hiding in plain sight… And it’s not who you think. Liquidity is back and $BTC could hit $200K by July. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:35 - Why April 9th Changed Everything 05:56 - The Real Power of Janet Yellen 12:47 - Treasury Buybacks Explained 16:33 - Ledn 17:09 - Coinshift 17:49 - Are Tariffs a Bluff 21:41 - Real Risk? Capital Controls Over Tariffs 24:15 - When Will $1M Bitcoin Be Realistic? 24:55 - Short-Term $BTC Target 29:35 - Why FOMO, Not Fundamentals, Drives This Market 31:16 - Will Altcoin Season Follow? 32:27 - Why Q4 Could Go Full Send Mode 35:06 - Altcoins With Real Revenue? 37:57 - Coinbase in Trouble? Banks Enter the Chat 41:29 - Arthur’s Private Equity SPAC Playbook 43:36 - Final Thoughts
45:18

Crypto Is About to Go Parabolic + Bitcoin ATH w/ Arthur Hayes Forget Powell. The real money printer is hiding in plain sight… And it’s not who you think. Liquidity is back and $BTC could hit $200K by July. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:35 - Why April 9th Changed Everything 05:56 - The Real Power of Janet Yellen 12:47 - Treasury Buybacks Explained 16:33 - Ledn 17:09 - Coinshift 17:49 - Are Tariffs a Bluff 21:41 - Real Risk? Capital Controls Over Tariffs 24:15 - When Will $1M Bitcoin Be Realistic? 24:55 - Short-Term $BTC Target 29:35 - Why FOMO, Not Fundamentals, Drives This Market 31:16 - Will Altcoin Season Follow? 32:27 - Why Q4 Could Go Full Send Mode 35:06 - Altcoins With Real Revenue? 37:57 - Coinbase in Trouble? Banks Enter the Chat 41:29 - Arthur’s Private Equity SPAC Playbook 43:36 - Final Thoughts

Milk Road

69,915 görüntüleme • 1 yıl önce

UPDATE: M. OLIVER - The Asset Class Shift Has Officially Begun. 🚀 "We’ll probably see $200 silver by the second quarter. Now, I could be wrong. We might vastly overshoot and see something even higher than that." – "Be in #Silver and #Miners now !" Michael Oliver, Momentum Structural Analysis. 📈 This is the breakout from a HALF-CENTURY trading range. For 50 years, silver has been contained. That containment is now failing. Why This Time is Structurally Different: ✅ Gold has broken out vs. the S&P 500 on a spread basis—signaling a major asset class rotation. ✅ Silver has broken out vs. gold—meaning it's set to outperform dramatically. ✅ The miners ( $XAU, $GDX) are breaking multi-decade spreads vs. gold, poised to double relative value. The Historical Precedent is Stunning: ➡️When copper broke out of a 30-year range in 2005-2006, it quadrupled in two quarters. ➡️When lead did the same in 2007, it also quadrupled in a few quarters. ➡️Silver is now breaking out of a 50-year range. The potential velocity is immense. This is the START, not the end. 🔄The breakout signals the beginning of a multi-year trend, not a short-term spike. Capital is just starting to rotate from inflated equities (S&P, Nasdaq) into the monetary metals complex. ⏰ "Is it too late to invest?" The clear technical answer is NO. Entry points are always higher in a genuine breakout. This is the last major entry before the move accelerates. The Bottom Line: The charts are screaming that a historic, compressed repricing of silver and mining equities is imminent. This is a structural shift, not a speculative spike. Being early feels late, but being late will be costly. HT: Palisades Gold Radio Momentum Structural Analysis #Silver #Gold #PreciousMetals #Investing #Stocks #Trading #Miners #Breakout #Commodities 🔄
1:01

UPDATE: M. OLIVER - The Asset Class Shift Has Officially Begun. 🚀 "We’ll probably see $200 silver by the second quarter. Now, I could be wrong. We might vastly overshoot and see something even higher than that." – "Be in #Silver and #Miners now !" Michael Oliver, Momentum Structural Analysis. 📈 This is the breakout from a HALF-CENTURY trading range. For 50 years, silver has been contained. That containment is now failing. Why This Time is Structurally Different: ✅ Gold has broken out vs. the S&P 500 on a spread basis—signaling a major asset class rotation. ✅ Silver has broken out vs. gold—meaning it's set to outperform dramatically. ✅ The miners ( $XAU, $GDX) are breaking multi-decade spreads vs. gold, poised to double relative value. The Historical Precedent is Stunning: ➡️When copper broke out of a 30-year range in 2005-2006, it quadrupled in two quarters. ➡️When lead did the same in 2007, it also quadrupled in a few quarters. ➡️Silver is now breaking out of a 50-year range. The potential velocity is immense. This is the START, not the end. 🔄The breakout signals the beginning of a multi-year trend, not a short-term spike. Capital is just starting to rotate from inflated equities (S&P, Nasdaq) into the monetary metals complex. ⏰ "Is it too late to invest?" The clear technical answer is NO. Entry points are always higher in a genuine breakout. This is the last major entry before the move accelerates. The Bottom Line: The charts are screaming that a historic, compressed repricing of silver and mining equities is imminent. This is a structural shift, not a speculative spike. Being early feels late, but being late will be costly. HT: Palisades Gold Radio Momentum Structural Analysis #Silver #Gold #PreciousMetals #Investing #Stocks #Trading #Miners #Breakout #Commodities 🔄

Mark

158,918 görüntüleme • 9 ay önce

Ignore the Headlines. The Charts Are Screaming Bull Market w/ Caleb Franzen The National Financial Conditions Index just hit multi-year lows. Caleb explains why that’s rocket fuel for risk assets. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:09 – Bull or Bear? 03:45 – High Beta vs Low Vol 05:23 – Caleb’s #1 Chart 08:29 – What Flips Caleb Bearish 11:00 – S&P 500 Price Target 12:41 – Trump Tweet Impact 16:50 – Bitcoin: Crash or Buy? 20:05 – $BTC vs Gold 23:04 – Fed Index Explained 24:20 – Caleb’s Strategy 28:08 – Gold Breakout Signal? 30:30 – Powell’s Next Move 33:45 – US–China Outlook 37:03 – Wrap-Up
38:35

Ignore the Headlines. The Charts Are Screaming Bull Market w/ Caleb Franzen The National Financial Conditions Index just hit multi-year lows. Caleb explains why that’s rocket fuel for risk assets. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:09 – Bull or Bear? 03:45 – High Beta vs Low Vol 05:23 – Caleb’s #1 Chart 08:29 – What Flips Caleb Bearish 11:00 – S&P 500 Price Target 12:41 – Trump Tweet Impact 16:50 – Bitcoin: Crash or Buy? 20:05 – $BTC vs Gold 23:04 – Fed Index Explained 24:20 – Caleb’s Strategy 28:08 – Gold Breakout Signal? 30:30 – Powell’s Next Move 33:45 – US–China Outlook 37:03 – Wrap-Up

Milk Road Macro

32,159 görüntüleme • 11 ay önce

The Crypto Bull Run No One Is Ready For w/ Arthur Hayes $250K $BTC by year-end? Arthur still believes it. Why? The Fed just admitted QT is ending. Liquidity is coming back fast. QE is around the corner. This is just getting started. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 02:23 – Arthur on the Crash 05:24 – Why the Crypto Market Collapsed 12:02 – What Liquidations Say About Alts 14:36 – How to Prep for Black Swan Events 16:05 – Nexo 16:38 – Figure Markets 17:13 – Arthur’s Macro Bull Case 21:20 – Will $BTC Dominate the Debasement Trade? 23:38 – Arthur’s 2025 Crypto Outlook 27:47 – $ETH & Altcoins: What’s Next? 28:49 – Is the 4-Year Cycle Over? 35:49 – Arthur’s Global Concerns 36:33 – Bear Market Prep Strategy 42:04 – Wrap-Up 42:55 – Zebu Live + 20% Off Tickets
43:20

The Crypto Bull Run No One Is Ready For w/ Arthur Hayes $250K $BTC by year-end? Arthur still believes it. Why? The Fed just admitted QT is ending. Liquidity is coming back fast. QE is around the corner. This is just getting started. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 02:23 – Arthur on the Crash 05:24 – Why the Crypto Market Collapsed 12:02 – What Liquidations Say About Alts 14:36 – How to Prep for Black Swan Events 16:05 – Nexo 16:38 – Figure Markets 17:13 – Arthur’s Macro Bull Case 21:20 – Will $BTC Dominate the Debasement Trade? 23:38 – Arthur’s 2025 Crypto Outlook 27:47 – $ETH & Altcoins: What’s Next? 28:49 – Is the 4-Year Cycle Over? 35:49 – Arthur’s Global Concerns 36:33 – Bear Market Prep Strategy 42:04 – Wrap-Up 42:55 – Zebu Live + 20% Off Tickets

Milk Road

83,006 görüntüleme • 11 ay önce

Trump vs Powell: The Battle That Could Break the Fed w/ James Lavish The Fed doesn’t lose control when inflation spikes. It loses control when the Treasury can’t fund deficits at market rates. That’s what Trump vs Powell is really about. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Trump vs Powell: Setting the Stage 01:30 – Political Pressure on the Federal Reserve 18:14 – Reserve 18:40 – How Markets Are Reacting 26:00 – Lessons From the 2019 Repo Crisis 37:00 – $BTC and Gold vs Dollar Debasement 44:50 – Wrap-Up
47:20

Trump vs Powell: The Battle That Could Break the Fed w/ James Lavish The Fed doesn’t lose control when inflation spikes. It loses control when the Treasury can’t fund deficits at market rates. That’s what Trump vs Powell is really about. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Trump vs Powell: Setting the Stage 01:30 – Political Pressure on the Federal Reserve 18:14 – Reserve 18:40 – How Markets Are Reacting 26:00 – Lessons From the 2019 Repo Crisis 37:00 – $BTC and Gold vs Dollar Debasement 44:50 – Wrap-Up

Milk Road Macro

36,698 görüntüleme • 8 ay önce

ED STEER: "Throw Technical Analysis Out the Window" - Why This Silver Rally is Different. 📈 Silver's price acceleration is entering parabolic territory. Here’s how fast each $10 move has happened: ➡️ $20 to $30: 145 days ➡️ $30 to $40: 145 days ➡️ $40 to $50: 39 days ➡️ $50 to $60: 12 days The intervals are collapsing. This is a classic signature of a parabolic rise. 🛑 Why technical analysis doesn’t matter right now. As Ed Steer states: “We've been in a managed market for 50 years... you can throw that stuff all out the window.” This isn’t a normal market. It’s the end of a multi-decade price management scheme. Forget moving averages. Watch physical supply, COMEX movements, and what the big traders are doing. The smoking gun: U.S. bullion banks are out. ➡️The latest Bank Participation Report shows the 5 U.S. bullion banks hold their lowest short position in history in silver. ➡️They’ve been covering for months. They no longer have an incentive to cap the price. What this means: ➡️The "cracks in the wall" are now full breaches. The physical shortage (92 million oz left COMEX since Oct 1) is meeting a paper short cover. ➡️This could be the "silver equivalent of the failure of the London Gold Pool" in the 1960s. The investment takeaway (from a 25-year veteran): ➡️Physical first. Before any stock, own the metal. It may become "unobtainium." ➡️Then, consider broad equity exposure in miners The lagging silver miners (up 146% vs. silver's 109% YTD) have massive catch-up potential. The Bottom Line: The mechanisms that suppressed silver for 50+ years are breaking down in real-time. When managed markets fail, prices don't rise—they explode. Watch the physical flows, not the charts. HT: CapitalCosm #Silver #Gold #PreciousMetals #Investing #Markets #COMEX #Parabolic #Bullion #ShortSqueeze #Miners $SILJ
1:02

ED STEER: "Throw Technical Analysis Out the Window" - Why This Silver Rally is Different. 📈 Silver's price acceleration is entering parabolic territory. Here’s how fast each $10 move has happened: ➡️ $20 to $30: 145 days ➡️ $30 to $40: 145 days ➡️ $40 to $50: 39 days ➡️ $50 to $60: 12 days The intervals are collapsing. This is a classic signature of a parabolic rise. 🛑 Why technical analysis doesn’t matter right now. As Ed Steer states: “We've been in a managed market for 50 years... you can throw that stuff all out the window.” This isn’t a normal market. It’s the end of a multi-decade price management scheme. Forget moving averages. Watch physical supply, COMEX movements, and what the big traders are doing. The smoking gun: U.S. bullion banks are out. ➡️The latest Bank Participation Report shows the 5 U.S. bullion banks hold their lowest short position in history in silver. ➡️They’ve been covering for months. They no longer have an incentive to cap the price. What this means: ➡️The "cracks in the wall" are now full breaches. The physical shortage (92 million oz left COMEX since Oct 1) is meeting a paper short cover. ➡️This could be the "silver equivalent of the failure of the London Gold Pool" in the 1960s. The investment takeaway (from a 25-year veteran): ➡️Physical first. Before any stock, own the metal. It may become "unobtainium." ➡️Then, consider broad equity exposure in miners The lagging silver miners (up 146% vs. silver's 109% YTD) have massive catch-up potential. The Bottom Line: The mechanisms that suppressed silver for 50+ years are breaking down in real-time. When managed markets fail, prices don't rise—they explode. Watch the physical flows, not the charts. HT: CapitalCosm #Silver #Gold #PreciousMetals #Investing #Markets #COMEX #Parabolic #Bullion #ShortSqueeze #Miners $SILJ

Mark

90,730 görüntüleme • 9 ay önce

Is This $BTC Final Rally Before a Bear Market? w/ Until $BTC dominance peaks and $ETH holds $5K, altseason is just a dream. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:56 – Flash Crash Recap 08:12 – Bitcoin’s Q4 Prediction 14:00 – $ETH Drop + Recovery Outlook 17:10 – Why ETH Needs $5K 20:58 – Nexo 21:32 – Figure Markets 22:06 – When Will Altseason Begin? 26:02 – Does Narrative Follow Price? 33:37 – How to Survive the Next Bear Market 40:10 – Satoshi Valuation Explained 45:10 – Cowen’s Top Q4 Watch Signals 52:20 – Wrap-Up
53:17

Is This $BTC Final Rally Before a Bear Market? w/ Until $BTC dominance peaks and $ETH holds $5K, altseason is just a dream. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:56 – Flash Crash Recap 08:12 – Bitcoin’s Q4 Prediction 14:00 – $ETH Drop + Recovery Outlook 17:10 – Why ETH Needs $5K 20:58 – Nexo 21:32 – Figure Markets 22:06 – When Will Altseason Begin? 26:02 – Does Narrative Follow Price? 33:37 – How to Survive the Next Bear Market 40:10 – Satoshi Valuation Explained 45:10 – Cowen’s Top Q4 Watch Signals 52:20 – Wrap-Up

Milk Road

136,049 görüntüleme • 11 ay önce

The market keeps treating the Strait of Hormuz like a temporary inconvenience. Jim Bianco thinks that's a massive mistake. Global oil inventories are being drained to keep prices under control. If this disruption lasts longer than expected, inventories hit operational minimums and force demand destruction. Translation: oil could go WAY higher than markets are pricing in. Treating a structural problem like a temporary one is how you get blindsided. Every single time. FT John Gillen - WartimeEthereum.eth Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:32 – Iran Exits Peace Talks 05:40 – Oil Shock Coming? 07:41 – How Every Crisis Starts 11:42 – Warsh’s First Big Test 15:40 – Inside The New Fed 17:21 – Can Warsh Shrink The Fed? 21:57 – Sponsor: Cape 22:42 – Sponsor: Nexo 23:20 – Why Stocks Keep Rising 26:23 – Is AI Actually Overvalued? 32:56 – The AI IPO Tsunami 38:34 – Sponsor: Kalshi 39:16 – Jim Bianco’s 2026 Playbook 43:04 – Final Thoughts
44:41

The market keeps treating the Strait of Hormuz like a temporary inconvenience. Jim Bianco thinks that's a massive mistake. Global oil inventories are being drained to keep prices under control. If this disruption lasts longer than expected, inventories hit operational minimums and force demand destruction. Translation: oil could go WAY higher than markets are pricing in. Treating a structural problem like a temporary one is how you get blindsided. Every single time. FT John Gillen - WartimeEthereum.eth Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:32 – Iran Exits Peace Talks 05:40 – Oil Shock Coming? 07:41 – How Every Crisis Starts 11:42 – Warsh’s First Big Test 15:40 – Inside The New Fed 17:21 – Can Warsh Shrink The Fed? 21:57 – Sponsor: Cape 22:42 – Sponsor: Nexo 23:20 – Why Stocks Keep Rising 26:23 – Is AI Actually Overvalued? 32:56 – The AI IPO Tsunami 38:34 – Sponsor: Kalshi 39:16 – Jim Bianco’s 2026 Playbook 43:04 – Final Thoughts

Milk Road Macro

21,873 görüntüleme • 3 ay önce

🚀 QUANTUM LEAP: Why Silver is About to Go PARABOLIC 🚀 Michael Oliver's Radical Forecast: ➡️ Not a slow climb - a sudden, explosive repricing ➡️ Calls it a "quantum leap" - permanent shift to new price ranges ➡️ $100-200 silver within quarters, NOT years ➡️ Gold to enter entirely new valuation paradigm The Two-Part Breakout System: 1️⃣ Structural Strength: Measures assets against OTHER assets (not shrinking dollars) 2️⃣ Early Warning: Momentum breaks out BEFORE price does (1-3 month lead time) Critical Signals FLASHING NOW: ✅ Silver/Gold ratio momentum ALREADY broken out ✅ Bloomberg Commodity Index breaking out vs stocks ✅ Gold/S&P 500 ratio pushing against major resistance ✅ Decades of stored energy = tightly coiled spring Historical Precedents Don't Lie: 1979: Silver $10 → $50 in 5 months 2005: Copper quadrupled in 6 months 2010: Silver doubled in 6 months 🏆 The Domino Effect Coming: Silver/Gold spread breaks Silver goes vertical Gold confirms outperformance vs stocks Commodities follow Stock market breakdown fuels final panic buying Where to Position: 🥈 #1: Silver & silver miners (maximum leverage) 🥇 #2: Gold & gold miners 🌍 #3: Broad commodity complex (decade of outperformance ahead) The Bottom Line: The years of base-building are OVER. The leading indicators have fired. We're not just entering another bull market - we're witnessing a permanent repricing of precious metals that will establish new, permanently higher floors. #Commodities #Investing #MiningStocks HT: video Youtube - Comex Visigoths Momentum Structural Analysis Silver: $AGMR $SSV $GSVR $AG $ABRA $AAG $GGD $KTN $GRSL $EXN $DEF $SNAG Gold: $TUD $USAU $KGC $GWM $PEX $SPX Platinum: $SBSW $PGE $VO
7:37

🚀 QUANTUM LEAP: Why Silver is About to Go PARABOLIC 🚀 Michael Oliver's Radical Forecast: ➡️ Not a slow climb - a sudden, explosive repricing ➡️ Calls it a "quantum leap" - permanent shift to new price ranges ➡️ $100-200 silver within quarters, NOT years ➡️ Gold to enter entirely new valuation paradigm The Two-Part Breakout System: 1️⃣ Structural Strength: Measures assets against OTHER assets (not shrinking dollars) 2️⃣ Early Warning: Momentum breaks out BEFORE price does (1-3 month lead time) Critical Signals FLASHING NOW: ✅ Silver/Gold ratio momentum ALREADY broken out ✅ Bloomberg Commodity Index breaking out vs stocks ✅ Gold/S&P 500 ratio pushing against major resistance ✅ Decades of stored energy = tightly coiled spring Historical Precedents Don't Lie: 1979: Silver $10 → $50 in 5 months 2005: Copper quadrupled in 6 months 2010: Silver doubled in 6 months 🏆 The Domino Effect Coming: Silver/Gold spread breaks Silver goes vertical Gold confirms outperformance vs stocks Commodities follow Stock market breakdown fuels final panic buying Where to Position: 🥈 #1: Silver & silver miners (maximum leverage) 🥇 #2: Gold & gold miners 🌍 #3: Broad commodity complex (decade of outperformance ahead) The Bottom Line: The years of base-building are OVER. The leading indicators have fired. We're not just entering another bull market - we're witnessing a permanent repricing of precious metals that will establish new, permanently higher floors. #Commodities #Investing #MiningStocks HT: video Youtube - Comex Visigoths Momentum Structural Analysis Silver: $AGMR $SSV $GSVR $AG $ABRA $AAG $GGD $KTN $GRSL $EXN $DEF $SNAG Gold: $TUD $USAU $KGC $GWM $PEX $SPX Platinum: $SBSW $PGE $VO

Mark

46,328 görüntüleme • 10 ay önce

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up
54:09

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up

Milk Road Crypto

225,182 görüntüleme • 7 ay önce

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts
55:26

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts

Milk Road

59,357 görüntüleme • 1 yıl önce

Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard The Fed is no longer independent. The Treasury runs the show now. Vincent breaks down what ‘fiscal dominance’ means and why it’s the most important macro shift no one is pricing in. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:40 – What Is the Debasement Trade? 05:15 – Why Gold Is Exploding 09:04 – The Fed’s Next Move 13:19 – Fiscal vs Monetary Power 17:42 – Why the Fed Got Political 21:16 – The 2% Inflation Lie 26:17 – How the Fed Took Over 30:30 – Global Capital Is Shifting 35:30 – How to Invest in Debasement 41:11 – Building an Anti-AI Portfolio 45:56 – Wrap-Up
47:24

Debasement, Inflation, and Investing in the Era of Fiscal Dominance w/ Vincent Deluard The Fed is no longer independent. The Treasury runs the show now. Vincent breaks down what ‘fiscal dominance’ means and why it’s the most important macro shift no one is pricing in. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:40 – What Is the Debasement Trade? 05:15 – Why Gold Is Exploding 09:04 – The Fed’s Next Move 13:19 – Fiscal vs Monetary Power 17:42 – Why the Fed Got Political 21:16 – The 2% Inflation Lie 26:17 – How the Fed Took Over 30:30 – Global Capital Is Shifting 35:30 – How to Invest in Debasement 41:11 – Building an Anti-AI Portfolio 45:56 – Wrap-Up

Milk Road Stocks

51,176 görüntüleme • 11 ay önce

🚨 SILVER IS ABOUT TO REPEAT 2011 And nobody is ready for what will happen. 2011: Recession → silver explodes. Silver goes from $18 → $49. Everyone said the same thing: “Silver is just getting started.” “A shortage is coming.” Then came the part nobody talks about: Silver collapsed. $49 → $30 in DAYS Then → $15 Now look at today: 2026: – Gold already made the move – Silver accelerated – “Undervalued vs gold, 1:15 ratio” everywhere I’ve seen this movie before. But here’s the trap: People think silver is early. That it still needs to “catch up.” That the real move is ahead. That’s EXACTLY what they said at $40 in 2011. Here’s what most people don’t understand: Silver doesn’t top when gold is falling. It tops when leverage gets too large for the system to handle. And silver is the MOST leveraged metal. Small market. Thin liquidity. Explosive moves. That means one thing: When it turns… There is no exit. BTW, I’ve predicted all the market tops and bottoms for the last 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Many people will wish they had followed me sooner.
0:20

🚨 SILVER IS ABOUT TO REPEAT 2011 And nobody is ready for what will happen. 2011: Recession → silver explodes. Silver goes from $18 → $49. Everyone said the same thing: “Silver is just getting started.” “A shortage is coming.” Then came the part nobody talks about: Silver collapsed. $49 → $30 in DAYS Then → $15 Now look at today: 2026: – Gold already made the move – Silver accelerated – “Undervalued vs gold, 1:15 ratio” everywhere I’ve seen this movie before. But here’s the trap: People think silver is early. That it still needs to “catch up.” That the real move is ahead. That’s EXACTLY what they said at $40 in 2011. Here’s what most people don’t understand: Silver doesn’t top when gold is falling. It tops when leverage gets too large for the system to handle. And silver is the MOST leveraged metal. Small market. Thin liquidity. Explosive moves. That means one thing: When it turns… There is no exit. BTW, I’ve predicted all the market tops and bottoms for the last 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Many people will wish they had followed me sooner.

Alex Mason 👁△

1,652,250 görüntüleme • 5 ay önce

Bitcoin hitting $50 million, and Ethereum hitting $1.5 million in 15 years. This is the outlook from veteran investor Eric Jackson He believes Agentic AI to be one of the main drivers behind his thesis. The catch? The way up will be filled with significant drawdowns. That's why his firm built a proprietary AI macro model that scans thousands of variables to dynamically flip defensive before the market dumps. FT LG DOUCET Tune in to know more ⏱ TIME POINTS⏱ 00:00 - Intro 01:58 - Eric's Model Flips Defensive On Bitcoin 10:14 - Trading Models For A Bear Market 12:25 - Agentic Trading Is Here 16:39 - Finding The Small Caps Ready To Explode 26:19 - Sponsor: Nexo 26:58 - Sponsor: Cape 27:42 - Connecting With CEO's Without Barriers 30:48 - What's On The Radar For Summer 33:24 - The Next Big Plays In Stocks 38:19 - Sponsor: Kalshi 38:53 - Comparing Small Cap Stocks To Crypto Alts
43:03

Bitcoin hitting $50 million, and Ethereum hitting $1.5 million in 15 years. This is the outlook from veteran investor Eric Jackson He believes Agentic AI to be one of the main drivers behind his thesis. The catch? The way up will be filled with significant drawdowns. That's why his firm built a proprietary AI macro model that scans thousands of variables to dynamically flip defensive before the market dumps. FT LG DOUCET Tune in to know more ⏱ TIME POINTS⏱ 00:00 - Intro 01:58 - Eric's Model Flips Defensive On Bitcoin 10:14 - Trading Models For A Bear Market 12:25 - Agentic Trading Is Here 16:39 - Finding The Small Caps Ready To Explode 26:19 - Sponsor: Nexo 26:58 - Sponsor: Cape 27:42 - Connecting With CEO's Without Barriers 30:48 - What's On The Radar For Summer 33:24 - The Next Big Plays In Stocks 38:19 - Sponsor: Kalshi 38:53 - Comparing Small Cap Stocks To Crypto Alts

Milk Road

30,831 görüntüleme • 3 ay önce

Ethereum's biggest catalyst isn't another ETF. It's demand. Joseph Lubin says the next wave won't come from traders; it'll come from AI agents, tokenized assets, stablecoins, and institutions settling trillions onchain. If that plays out, today's price looks very different in a few years. FT John Gillen - WartimeEthereum.eth Joseph Chalom Sharplink Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:21 – Why SharpLink Bought More ETH 03:06 – Surviving the Crypto Bear 05:35 – Russell Index Milestone 08:28 – SharpLink's DeFi Strategy 14:39 – Fiduciary Duty Explained 18:07 – ETH Labs Explained 24:02 – ETH Labs Priorities 30:12 – ETH Institutional vs. Etherealize 34:03 – Can Ethereum's New Orgs Win? 38:26 – Sponsor: Securitize 39:04 – Sponsor: Bitget 39:36 – Ethereum vs. Legacy Finance 45:44 – Ethereum's Future Governance 46:57 – SharpLink vs. Bitmine? 50:07 – 1 Million Ethereum Developers 51:30 – Glamsterdam Upgrade 56:44 – Why ETH Gains Value 01:02:59 – Measuring Ethereum's Success 01:08:03 – Wrap-Up
1:09:09

Ethereum's biggest catalyst isn't another ETF. It's demand. Joseph Lubin says the next wave won't come from traders; it'll come from AI agents, tokenized assets, stablecoins, and institutions settling trillions onchain. If that plays out, today's price looks very different in a few years. FT John Gillen - WartimeEthereum.eth Joseph Chalom Sharplink Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:21 – Why SharpLink Bought More ETH 03:06 – Surviving the Crypto Bear 05:35 – Russell Index Milestone 08:28 – SharpLink's DeFi Strategy 14:39 – Fiduciary Duty Explained 18:07 – ETH Labs Explained 24:02 – ETH Labs Priorities 30:12 – ETH Institutional vs. Etherealize 34:03 – Can Ethereum's New Orgs Win? 38:26 – Sponsor: Securitize 39:04 – Sponsor: Bitget 39:36 – Ethereum vs. Legacy Finance 45:44 – Ethereum's Future Governance 46:57 – SharpLink vs. Bitmine? 50:07 – 1 Million Ethereum Developers 51:30 – Glamsterdam Upgrade 56:44 – Why ETH Gains Value 01:02:59 – Measuring Ethereum's Success 01:08:03 – Wrap-Up

Milk Road Crypto

30,352 görüntüleme • 2 ay önce