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š„ How to predict dips (every month) š
Corporate adoption of BTC is increasing fast! š„
GM. This is Milk Road, the key to a healthy and balanced crypto diet.
(One edition a day keeps the doctor away)
Hereās what we got for you today:
āļø Follow rebalances ā predict dips
āļø Corporate adoption of BTC is increasing (fast)
šļø The Milk Road Show: The Biggest Bubble in Crypto Is Coming w/ Rizzo
šŖ Uber, Apple, X, Airbnb and Google are looking at stablecoins for payments
Todayās edition is brought to you by Meanwhile - the life insurance that lets you access your Bitcoin wealth tax-efficiently while you're still alive. Read more about Meanwhile here

FOLLOW REBALANCES ā PREDICT DIPS š®
Did you feel it? That dip at the end of May?
(What was that about?)
Turns out that it was caused by ārebalancingā and it's something you can actually spot ahead of time.
(Yeah, weāre stealing this insight from Tomasā latest Milk Road Macro article. And no, we donāt feel bad about it.)
See, big institutions (think: pension funds, insurance companies, endowment funds, etc.) are often mandated to hold specific ratios of stocks and bonds ā typically 60% stocks and 40% bonds.
So say if stocks do well, while bonds weaken ā funds will have to ārebalanceā at the end of the month, selling stocks and reallocating some of that cash to bonds.
And guess what happened in Mayā¦
1/ Stocks went up 7%
2/ While bonds went down -6.7%
Cool. What does this have to do with crypto?
These institutions donāt just hold the S&P 500 ā they hold a whole range of exchange traded products and funds (aka: ETPs and ETFs).
ā¦and some of those ETFs hold $BTC and $ETH.
Which means thereās the potential for crypto to be affected by this rebalancing.
For example ā at the end of May, Bitcoinās price just so happened to see a ~5% dropā¦
And hereās the kicker:
Some institutions rebalance quarterlyā¦which means at the end of each quarter more companies will rebalance in totalā¦and the end of June marks the end of Q2ā¦
So if stocks significantly outperform bonds this month, Juneās rebalancing could cause an even bigger dip than Mayās!
(I think Tomas may be on to somethingā¦)
Now, if you found value in this story, we have bad newsā¦
Weāre not going to be covering these kinds of macro insights all that oftenā¦
The good news is ā Milk Road Macro drops insights/research like this every Tuesday and Thursday.
Ok, now it's your turn to yap ā once youāre done reading, scroll down to the 'RATE TODAYāS EDITION' and give us a piece of your mind. š«”
I know, I know. Life insurance = snooze fest.
But hear me out for a sec ā this oneās different:
Meanwhile's BTC Whole Life insurance product lets you benefit by allowing you to borrow money from your policy as a tax-free loan.
Hereās how it works:
Say you pay into the policy today when Bitcoin is at $100K
Fast forward to 2035ā¦and Bitcoinās at $1M (nice!)
You borrow a Bitcoin from your policy and sell it right away for $1M cash
The best part? No capital gains tax on the $900K appreciation.
Pretty neat, huh? Click below to learn more!š

CORPORATE ADOPTION OF BITCOIN IS INCREASING (FAST) šŖ
Fun fact: did you know 3% of all Bitcoin is held by corporate treasuries?
Ok, ok, yeah ā Strategy ($MSTR) makes up more than ~90% of those holdings, but new companies are joining the charge every other week!
Check this outā¦
We went from Strategy and Metaplanet being the only companies to be actively allocating to Bitcoin in 2024, to this in May alone:
And before you say it ā we know! These are baby amounts compared to $MSTRās 580,955 BTCā¦
But itās not the number of Bitcoin held by any one company that matters most here ā but the total amount of companies holding Bitcoin.
Thatās what drives the game theory:
The more corporations that add $BTC to their treasury ā the greater the FOMO ā the more other companies will follow ā the higher Bitcoinās price climbs ā repeatā¦
Hereās the math on that:
Increased adoption from deep pocketed entities = number go up.
(Hell yeah.)

HOW TO BUILD A BULLETPROOF CRYPTO PORTFOLIO š«
Look, Iāll be honestā¦
If I see Mark Yuskoās face on a YouTube thumbnail ā Iām clicking it. Why? āCause Markās a macro investor that not only knows his stuff ā he also has the gift of the gab.
Great insights + easy listening = no brainer.
And yesterday, we had mark on The Milk Road Show to lay out why:
The 4-year BTC cycle isnāt dead
Fiat is dying, and Bitcoin is the escape hatch
$BTC is the best savings technology of the modern age
Itās a banger of an episode! Click below to watch it now. š¤

Raise your hand if you hate bridging. We just dropped an article on how you can trade without bridging or paying gas fees with Okto Wallet*.
What do Uber, Apple, X, Airbnb and Google have in common? Theyāre all looking at stablecoins for global payments.
$CRCL had a monster first day on the job. It surged nearly 170% yesterday and another 20% today. Absolutely massive launch!
Nearly $1B in crypto got liquidated in a single day. The culprit? The beef between Trump and Musk.
Weāre hosting a meetup at Permissionless! If youāre hanging around New York on June 23rd, come grab a beer with the Milk Road team.
Invest as you spend with the Gemini Credit CardĀ®. Get approved by 6/30/25 to earn $200 in Bitcoin when you spend $3,000 in your first 90 days. Issued by WebBank. Terms apply.**
*this is sponsored content.
**this is partner content.

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