Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse

Today, we sit down with SharpLink CEO Joe Shalom, one of the sharpest institutional minds in the space, to break down why tokenized assets, ETH restaking, institutional accumulation, and the rise of Digital Asset Treasuries could send Ethereum into a full-blown parabolic phase.~~~~~

In this episode of The Milk Road Show, Michael reveals the exact signals that made him flip bearish, why Bitcoin may retest the 60–70K “fair value zone,” and what conditions would finally make him bullish again. If you want to understand whether we're entering a new bear market or just cleaning out leverage, this is the episode you can't skip.~~~~~

In this episode, Kyle cuts through the fear with actual logic: macro is still supportive, inflation fears are mostly nonsense, AI is reshaping liquidity flows, and crypto's biggest problem right now isn't price, it's structure. ~~~~~

In today's episode, we're joined by Delphi Digital's Jason and Ceteris, two of the most trusted analysts in crypto, to unpack what really caused the $30 billion wipeout, why the market's still bleeding, and where the next bottom might be hiding. October 10th wasn't just a bad day. It may have kicked off a full-on regime change in the crypto market.~~~~~

Bitcoin's next major rally might not come from retail FOMO, ETFs, or even the halving, but from Wall Street credit markets built directly on top of Bitcoin. In today's episode, Strategy CEO Phong Le breaks down how his company raised $20B+ in 2025, invented an entirely new class of Bitcoin‑backed securities, and why products like Stretch, Stride, and Strike could become the hidden engine behind Bitcoin's next explosive move.~~~~~

In today's episode, trader and educator Koroush AK joins us to deliver a reality check: the days of “everything goes up” might be gone forever. With over 11 million tokens now flooding the market, the classic altcoin cycle playbook no longer works, and Koroush breaks down what's replacing it.~~~~~

What if crypto's brutal UX wasn't a flaw but a feature… for machines? In this episode, Bitcoin OG Erik Voorhees joins us to reveal why crypto wasn't built for people; it was built for AI. From launching ShapeShift to building Venice AI, Voorhees has seen every major cycle. But today, he lays out a thesis few are talking about: that AI will adopt crypto faster than humans ever could, and privacy isn't just a human right, it's a machine necessity.~~~~~

In this episode, we sit down with Matt Crosby from Bitcoin Magazine Pro, one of the sharpest data-driven analysts in the game, to unpack whether this bull market is just catching its breath or already topping out. Matt gets into onchain signals, volatility compression, ETF flows, and why the current cycle looks nothing like 2017 or 2021.~~~~~

In this episode, Cosmo Jiang (General Partner at Pantera Capital) breaks down exactly how Solana could grow into a multi-trillion-dollar asset, and why institutions are betting big while retail investors check out. We get into the rise of DATs, how Pantera's Solana Company is outperforming top validators, and the secret playbook for growing Solana-per-share faster than simply holding spot.~~~~~

In today's episode, we sit down with John Wang, Head of Crypto at Kalshi, the fastest-growing regulated prediction market on the planet. With $4.5B in volume last month alone, Kalshi is turning heads, and turning “bets” into legitimate financial instruments.~~~~~

In this episode of The Milk Road Show, we sit down with the Bitwise Boyz (Matt Hougan & Ryan Rasmussen) and Jesse Eckel to unpack the biggest “misread” in crypto right now, and why what looks like chop… might actually be the final setup before liftoff. We're talking silent IPOs, OG capitulation, ETF inflows, TGA liquidity, and how the real bull run may not be about the four-year cycle at all. ~~~~~

Crypto isn't the narrative driver anymore; it's the infrastructure layer powering the real exponential stories: AI, energy, and robotics. From why altcoins are cooked, to how AI spending is fueling Bitcoin's next run, Kyle explains why investors need to stop waiting for altseason and start thinking bigger. We're not saying crypto is over. We're saying the way you invest in it has to change, fast.~~~~~

In this episode, Scott Melker joins the show to break down why BTC has barely moved despite billions in selling pressure, why altcoins are still getting obliterated, and why the real bull market might already be happening, just not where crypto investors are looking.~~~~~

Peter Schiff is back, and he's not pulling punches. The legendary gold bull and long‑time Bitcoin skeptic joins the Milk Road Show to explain why he believes gold is the only real money left standing and why Bitcoin is just “digital nothing.”~~~~~

Quantitative tightening is done. Rate cuts are coming. Liquidity is shifting, and Andy says this is the moment Bitcoin breaks out, altcoins rotate, and AI crypto goes vertical. But don't get too comfortable… because 2026 might wreck the unprepared. In this episode, we dive into the real impact of the Fed's pivot, why Bitcoin may hit new all-time highs before year-end, and how to play both the hype and the fundamentals before institutions flood in.~~~~~

In today's episode, we're joined by Izzy and Kean from Lido to break down how institutions are finally stepping into ETH staking and how Lido's partnership with VanEck is creating the first 100% staked ETH ETF. But that's just the start…~~~~~

Everyone's watching Solana for memes, speed, and hype, but that's not what will make it explode. In this episode, Kash Dhanda, CEO of Jupiter, reveals how DeFi is becoming Solana's real growth engine, powering lending, stablecoins, prediction markets, and onchain credit that could make Solana the most valuable L1 in crypto.~~~~~

Rate cuts, QT ending, CPI cooling, and Trump possibly cutting a deal with Xi, all while Bitcoin and Ethereum flip bullish on the charts. Is this the new bull regime? Lark Davis joins the show to break down why this macro environment mirrors 2020… and why it could send BTC to $160K faster than most think.~~~~~

In today's episode, Milk Road PRO researcher Martin Toman joins the show to explain why he's completely unshaken by Q4 volatility, what he sees coming next, and why he's betting big on Galaxy Digital and the next wave of adoption. ~~~~~

Why is gold pumping while Bitcoin stays flat, even though ETFs are buying more Bitcoin than miners can produce? In today's episode, Bitwise CIO Matt Hougan and Head of Research Ryan Rasmussen join us to explain why Bitcoin is following gold's exact path. ~~~~~

In this episode, we break down the 2025 State of Crypto report from a16z, one of the most comprehensive annual reviews of the crypto industry. Jay is joined by Darren and Robert from a16z Crypto to walk through the most important findings in the report, and to explore what they reveal about the evolving infrastructure, use cases, and investment opportunities across the crypto ecosystem.~~~~~

Is this the beginning of the end for ETFs? In this episode, we sit down with Matt Zhang, founder of Hivemind Capital, to unpack the rise of DATs, which might completely rewrite the rules for crypto exposure, institutional adoption, and long-term token value. ~~~~~

Bitcoin just went through one of the largest liquidation events in history, with over $20 billion wiped out in a single day. But here's the twist: the price barely flinched. Was that the final dip before Bitcoin rips to new all‑time highs? Or is the market setting a trap before one more flush? In today's episode, Julio Moreno, Head of Research at CryptoQuant, joins the Milk Road Show to break down what's really happening under the hood. We dive into onchain data, institutional accumulation, and the macro setup that could define the rest of 2025.~~~~~

Is Ethereum just another smart contract platform, or is it becoming the foundation of the next global financial system? In this must-watch episode, we sit down with Vivek Raman and Danny Ryan, co-founders of Etherealize (and Ethereum insiders), to explore the once-in-a-decade setup forming around ETH. ~~~~~

In this episode, we sit down with David Duong, Head of Institutional Research at Coinbase, to break down the results of Coinbase's Q4 Crypto Survey and uncover what the smartest money in crypto is thinking right now. From Ethereum's path to a new all-time high, to the rise of prediction markets and the debasement trade gaining steam, this conversation is packed with institutional-grade alpha.~~~~~

Is this the beginning of the biggest crypto bull run ever?Arthur Hayes, legendary BitMEX co-founder and CIO of Maelstrom, joins the show to break down why he believes we're heading into a multi-year, liquidity-fueled supercycle unlike anything we've seen before.He explains what really caused last week's wipeout, why most traders still don't understand leverage risk, and how global central banks are restarting the money printer.~~~~~

In this episode, Benjamin Cowen joins the show to break down exactly why most altcoins are still bleeding, what must happen before altseason can even begin, and why Ethereum hitting $5K is the single most important signal nobody's talking about. We're getting into the data, dominance, and danger of assuming altseason is guaranteed. ~~~~~

In this episode, we break down what triggered the liquidation cascade, why Ethereum held strong, and the major catalysts that could send it to new all-time highs sooner than anyone expects. Institutions are buying. DATs are stacking. Upgrades are coming. But is the market ready? ~~~~~

Is Solana gearing up for a massive breakout? According to Bitwise CIO Matt Hougan and Head of Research Ryan Rasmussen, Solana is sitting on a “triple catalyst” setup that could send it soaring, and institutions are already circling. In this episode of the Milk Road Show, we break down how Solana is becoming the institutional favorite, why ETF flows are accelerating, and how stablecoins + tokenization are driving a new supercycle.~~~~~

In this episode, we sit down with David Schamis, the Wall Street veteran who's leading an $888M bet on Hyperliquid's token. Backed by Paradigm, Galaxy, Pantera, and D1 Capital, he's making a bold claim: HYPE is the most undervalued asset in all of crypto right now, and it's not even listed on Coinbase. ~~~~~

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.~~~~~

Is Bitcoin about to go parabolic? Institutional investor James Lavish joins the show to break down why the debasement trade is going mainstream and why that could be the fuel for Bitcoin's biggest bull run yet. With Wall Street giants like JPMorgan and Morgan Stanley now recommending Bitcoin, and liquidity returning to global markets, are we entering a new phase of the cycle, or standing on the edge of a blow-off top? ~~~~~

Is this 2025 bull market just a repeat of 2021, or something much riskier under the surface? In today's episode, Jay Hamilton is joined by Dominic Ryder, a former TradFi wealth manager and VC-turned-crypto founder, to dissect the hidden risks no one wants to talk about. From digital asset treasuries that smell a lot like 2008, to the eerie signals of late-cycle euphoria, Dominic pulls no punches.~~~~~

Is this the beginning of the parabolic move we've been waiting for? In this episode, Jay Hamilton is joined by Kevin Kelly (Delphi Digital) and Jesse Eckel (OpEx Ventures) to unpack why Bitcoin's all-time high might just be the opening act, not the finale. They get into the macro forces driving markets, global liquidity signals most investors are missing, and why the real fuel for this bull market might still be loading. ~~~~~

In this episode, we sit down with Nick Ducoff, Head of Institutional Growth at the Solana Foundation, to unpack why Wall Street is betting on Solana… and not Ethereum. Visa. PayPal. BlackRock. Franklin Templeton. Fiserv. They're not just dipping their toes; they're building real products on Solana. But why? Is Solana's unified liquidity model the killer feature? Is Ethereum too fragmented and slow for finance at scale? And is the Genius Act the real spark that lit the institutional fire?~~~~~

The U.S. government just hit the shutdown switch. The debt spiral is accelerating. Gold is pumping. Bonds are dying. So… why is Bitcoin still lagging? And what does that mean heading into Q4? In today's episode, Jay sits down with macro expert and former Wall Street CFO Trajan King to unpack one of the most important setups in crypto right now.~~~~~

In this episode, Jamie Coutts, Chief Crypto Analyst at Real Vision, drops a masterclass on why the real top for Bitcoin and altcoins could come in 2026, not 2025. We dive into the macro forces, liquidity flows, and onchain data that most investors completely overlook. ~~~~~

Q4 is here, and the market's heating up. But while most investors are chasing memes and micro-caps, Slava Rubin is doing something completely different, and it might just crush the entire quarter. In this episode, Slava reveals the one crypto strategy he's using to navigate Q4 2025, and it's not what you'd expect. From avoiding token #641, to stacking asymmetric bets, to front-running the AI pre-IPO wave, this convo is packed with real insights, not recycled Twitter noise.~~~~~

In this episode, Jay Hamilton sits down with Milk Road Pro researcher Martin to break down the 6 crypto mega-trends that will dominate the next decade and what that means for your portfolio. From fintechs turning into blockchains to Bitcoin miners becoming AI infrastructure giants… this one's not about chasing hype. It's about spotting the biggest asymmetric bets early.~~~~~

Crypto just suffered a brutal shakeout $1.6 billion in liquidations, ETH back under $4K, and Bitcoin stumbling… but is this really the top of the bull run? In this emergency episode, the full squad huddles together for a no-panic, no-BS breakdown of what's really going on in the market. While crypto Twitter melts down and influencers scream “cycle top!”, the team takes a step back to analyze the macro picture, liquidity flows, historical cycle patterns, and the real catalysts that could still be ahead. ~~~~~

Stocks are flying. Gold is ripping. Even meme coins are waking up. But crypto's king, Bitcoin, is still taking a nap. In today's episode, Scott Melker joins us to unpack why crypto is lagging behind in a macro environment that should be rocket fuel. Is the Fed totally neutered? Has the four-year cycle broken? And are we entering a new era where AI, ETFs, and Perp DEXs reshape the game?~~~~~

In this episode, we sit down with William Quigley, co-founder of Tether and WAX, to unpack why he thinks the Bitcoin cycle is broken, why DATs are a terrible idea, and how smart investors should actually plan their entries and exits. Quigley has over 40 years of investing experience, and he's not here to sugarcoat anything. If you're blindly riding the bull market without a plan, you're exactly who this episode is for.~~~~~

In this episode, we sit down with Avichal Garg (Co-Founder of Electric Capital) to unpack why Ethereum is entering its breakout moment, how DATs are fueling this trend, and what happens when $5 trillion of stablecoin demand hits the blockchain. From Wall Street's quiet ETH allocation to the hidden yield machines being built in DeFi, this episode covers the flywheels, risks, and asymmetric opportunities that most crypto investors are sleeping on.~~~~~

In this episode, Coinbase's Head of Research, David Duong, returns to the show and drops some massive insight bombs. He breaks down why the macro backdrop is setting up perfectly, why institutions could front-run retail, and why most traders are completely misreading the cycle. From Fed rate cuts to DAT fatigue, from Bitcoin NAV compression to the real reason $7T in cash might soon flood into risk assets, this one's a full-on macro + crypto masterclass. ~~~~~

In today's episode, macro expert Michael Nadeau joins us to break down what the first 25bps cut of 2025 really means, not just for the stock market, but for Bitcoin, ETH, altcoins, and everything in between.We've got bullish macro tailwinds, tight credit spreads, strong retail sales… and yet? Crypto feels stuck in the mud.Has the market already priced in the pivot, or are we just warming up for a parabolic Q4? ~~~~~

Is Ethereum losing its crown to Solana? Is the Base token finally dropping? And are apps like Pump.fun and Hyperliquid becoming more important than the chains they run on? In today's episode, Blockworks' Head of Research Ryan Connor joins Jesse Eckel and Jay Hamilton to break down the real battle happening beneath the charts, where the future of crypto is being shaped by app-level innovation, not just Layer 1s.~~~~~

In this episode, we're joined by Nic from CoinBureau, one of the sharpest minds in crypto, to break down the exact playbook he's using for Q4 and beyond, including his Bitcoin price targets, altcoin rotation strategy, and why he's still holding SUI, ETH, and SOL. We talk ETFs, Fed rate cuts, liquidity waves, Hyperliquid's new stablecoin, and why most altcoins might get left behind this cycle.~~~~~

In this episode, we get into how ETH is transforming into the infrastructure layer for global finance, AI agents, and verifiable trust. Joined by two crypto heavyweights, Joseph Chalom (Co-CEO of SharpLink) and Sreeram Kannan (Founder & CEO of EigenLayer), we break down how DATs are accumulating billions in ETH, how they're restaking it for yield, and why ETH may be becoming the most important asset in the world.~~~~~

In this episode, we sit down with Alexander Cutler (Aerodrome) and Merlin Egalité (Morpho Labs) to unpack how Coinbase is plugging into DeFi rails letting millions of users borrow, lend, and trade onchain without ever touching a MetaMask wallet. Here's the twist: Coinbase doesn't own Morpho or Aerodrome. Yet, they're routing billions in volume through them, buying governance tokens, and earning revenue as if they built them. This is the hidden playbook that could define the next DeFi boom.~~~~~

What if we told you there's a way to earn yield on ETH, tap public markets, and build a MicroStrategy-style ETH compounding machine, all without touching a hardware wallet? In today's episode, we sit down with Ethereum OG Andrew Keys and SPAC expert Andrejka Bernátová to reveal the “Ether Machine”, a next-gen Digital Asset Treasury (DAT) that could change how institutions invest in ETH forever.~~~~~

Everyone's chasing 100x memecoins… Meanwhile, Bitcoin is co-opting the entire global financial system, and almost no one sees it coming. In this episode, we sit down with David Bailey, CEO of BTC Inc. and Nakamoto, to unpack the most misunderstood truth in crypto today: Bitcoin isn't boring, it's the most asymmetric bet of this generation.~~~~~