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GM. This is Milk Road, the newsletter that’s easier to consume than that pint of ice cream your dad keeps hidden in the back of the freezer.

Here’s what we got for you today:

• ✍️ 4 crazy onchain wins & losses

• ✍️ Multiple Bitcoin reserves incoming? 

• 🥛 Milk Road PRO Portfolio updates

• 🎙️ The Milk Road Show: Real Vision Chief Crypto Analyst Predicts Cycle End Date, Top Tokens, DeFi & AI Performance

• 🍪 ETF inflows are back

FOUR CRAZY ONCHAIN WINS & LOSSES 💸

You know those mythical stories you hear that lead you to make stupid decisions?

Like that time you heard eating cheese before bed would lead to crazy psychedelic dreams, so you inhaled 2.5 pounds of Kraft Singles before going to sleep and ended up in the emergency room?

No? Just our intern Raul then. Makes sense.

Lemme put it in crypto context then:

You hear stories of people selling just before a token takes off – or buying at just the right time to turn hundreds of dollars into millions. 

So now you continually plow money into memecoins and diamond-hand them to zero, all because of some misplaced fear that you might miss your moment.

(Mythical stories 🤝 poor decisions).

Yeah, well – we hope you’ve got your self control on-lock, ‘cause we have four of those mythical crypto success/failure stories for you today!

Ready? Let’s go!

1/ WIN: This trader turned $2.1k into $3.24M over 10 hrs!

This one happened just yesterday! See all those red dots on the chart (👇) that’s the trader taking profit. Smart!

2/ LOSS: This trader sold $PNUT at a $1k loss. Those tokens would go on to be worth $1.6M.

Buys ~$1,900 worth of $PNUT → loses ~$900 worth of value → panic sells → peanut rips → trader misses out on a $1.6M pay day.

3/ WIN: This trader turned $27 into…wait for it…$52M!

Look up ‘Diamond Hands’ in the dictionary and you’ll find this guy's wallet address.

He bought 2.1 trillion $PEPE tokens for $27 and sat on them for two years. As of this writing, he’s still yet to sell.

4/ LOSS: $4.4M profit to a $3.75M loss over a two week period

This trader took out a $25M loan → used it to go long on $BTC → made a paper gain of $4.4M in 4 days → continued to hold → $BTC crashed → and now they’re at a $3.75M unrealized loss.

Offft!

Alright, that's it – that’s the lot!

Now walk yourself down to the nearest body of water and throw your phone in it, so you’re not tempted to ape into any memecoins.

MULTIPLE BITCOIN STRATEGIC RESERVES INCOMING? 👀

You know that hot guy your mom blushes over that recently fell out of favor?

No, not Ryan Seacrest (he’s still got it). We’re talking about Justin Trudeau, the Prime Minister of Canada.

His political standing has gotten so bad of late that he’s just stepped down as PM – and it’s looking like his conservative counterpart, Pierre Poilievre, is the new favorite to win office.

And Ol’ Pierre is a Bitcoin mega-bull. 👇

All of this is now breathing new life into the “Which countries will create Strategic Bitcoin Reserves?” conversation – so we figured we’d list ‘em out so you can keep an eye on them.

(‘Cause if large nation states start buying/holding Bitcoin, things could get real wild, real fast!).

1/ Canada (duh)

Will this actually happen? Time will tell. Government moves slowly.

But David Bailey – the CEO of BTC Inc / the guy who orange pilled Trump, had this to say:

Fingers crossed!

2/ Russia

The Russian State Duma Deputy Anton Tkachev has proposed the creation of a Strategic Bitcoin Reserve (SBR) for the nation.

Again, this ain’t set in stone – proposals are a dime a dozen in government. Nevertheless, it’s a good sign!

3/ Brazil

Brazilian congressman, Eros Biondini, proposed establishing a Bitcoin Sovereign Strategic Reserve, known as ResBit, back in late November. 

If passed, the country’s central bank would gradually acquire Bitcoin until $BTC makes up 5% of Brazil’s national reserves. Not bad!

4/ Czech

The Czech National Bank (CNB) Governor, Aleš Michl, is considering Bitcoin for its foreign exchange reserve strategy.

He hasn’t given any details beyond that (the news only broke a few hours ago) – but hey! If anyone is in a place of power to make it happen, it’s him.

Here’s our two cents:

If/when nations begin adopting Bitcoin, our guess would be that it happens slowly, then all at once.

We wouldn't be surprised to see a few smaller countries adopt it before the majors do – but the straw that is going to give the camel irreparable spinal damage is a major nation (like the US) joining the party.

At that point, all bets are off, and the moon boys that have been calling for a $1M Bitcoin could well be proven right.

Steady lads.

THE CURRENT BULL RUN WILL END ON THIS DATE… 🔮

Wanna know when this current crypto cycle will peak? Which tokens will outperform? Which sectors will thrive?

Unfortunately, we don’t have a crystal ball…

But we do have the next best thing!

And that man’s name is Jamie Coutts – Chief Crypto Analyst at Real Vision.

We just sat down with Jamie on today’s episode of The Milk Road Show to talk about:

• When the current bull run will end

• Jamie's thoughts on the crypto x AI space

• What could prevent global liquidity from increasing

• Jamie’s Bitcoin, Ethereum, Solana, and Sui price predictions

Plus a WHOLE bunch more! You don’t want to miss this one – it’s a banger!

YouTube | Spotify | Apple Podcasts

MILK ROAD PRO PORTFOLIO UPDATES 📊

We’re here to drink milk and kick ass make solid returns on our investments.

…and we’ve just finished our milk.

Like clockwork, every Tuesday, we’re here to share our updated list of investments from the Milk Road PRO Portfolio. 

Disclosure: We are not a day trading portfolio so don’t expect a high volume of trades. Read our “how to build a crypto portfolio in 2024” report to learn more about our portfolio strategy.

Portfolio performance 📈 

The Milk Road PRO Portfolio saw a moderate increase over the past 7 days. Our portfolio value is at $132.8K, up 10.9% since last week.

Did the final day of 2024 mark the market bottom? Is it up only from here? While it's too early to say, January’s seasonality is certainly in our favor, as the first month of the year traditionally brings positive momentum for investors—especially in the crypto space.

Meanwhile, the ongoing CES tech conference in Las Vegas is drawing significant attention, showcasing future tech trends and the direction of innovation. This buzz has fueled strong performance in tech and graphics chip stocks, which are leading the charge. 

Crypto is also showing signs of life, with positive moves across the board. Our portfolio, in particular, delivered double-digit percentage gains—a great way to start the year!

Portfolio changes 👀

BITE-SIZED COOKIES FOR THE ROAD 🍪

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MicroStrategy bought $22B of Bitcoin in 2024. $22B?! Saylor’s a mad man.

Ripple partners with Chainlink. Ripple going real hard to push the adoption of their stablecoin $RLUSD.

ETF inflows are back. Bitcoin ETFs have seen almost $1B daily inflows in the last two trading days. Yes, daily.

We’re hiring! We’re now down to just 3 positions - so hurry before someone beats you to them.

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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.