Milk Road PRO - Market Pulse Live - July 2, 2025

Every first Thursday of the month, in this case Wednesday, the Milk Road PRO team dives into the latest market trends, reviews key charts, and recaps what’s been moving the markets. But this isn’t just a quick update — it’s a monthly check-in on our broader investment thesis and whether it still lines up with our portfolio strategy.

Each month, we also add $1,000 to the portfolio — and we’ll walk you through exactly how we’re thinking about allocating that new capital based on the current market environment.

You’ll get access to the full recording of our monthly session, plus a detailed PRO report that includes all the charts, key takeaways, and written commentary coming out the following Saturday.

Here’s what you can expect:

• A breakdown of overall market performance from the past month

• Macro trends and where we are in the business cycle

• Deep dive into onchain data, flows, volatility, sentiment, and more

• How we’re using these insights to adjust our portfolio

Think of it as your monthly cheat sheet to smarter investing — grounded in data, updated in real-time.

Watch the full recording, read the transcript, and check out the summary below. Check back every first Thursday of the month for the latest. 👇