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š„ What you missed this week š
Hot inflation data, hot earnings and not-so-hot altcoins
Todayās edition is brought to you by Cloaked - to ensure none of your personal info is compromised.
GM. This is Milk Road, the newsletter that will never ghost youāeven after February 14th.
You were probably busy this week planning the perfect Valentineās date (or at least swiping for one).
Either way, you probably missed a bunch of what happened in crypto.
And thatās why weāre here to tightly wrap it up for you.
P.S. Weāve also got an announcement at the end of this newsletter so scroll all the way to find it.
WHAT YOU MISSED THIS WEEK
What everyone missed in Coinbaseās earnings š“
If you want a peek into the state of the crypto industry, Coinbaseās earnings report is a great place to start.
Spoiler: Weāre hyyyped!
New ETF approvals incoming? š§
Crypto-friendly SEC = wave of ETFs coming in 2025
The Bloomberg boys dropped their āodds of approvalā this week for each ETFāand letās just say, theyāre looking better than we expected.
How do you time altcoin season based on macro? w/ Steno Larsen šļø
If you donāt know Andreas Steno Larsen, hereās the quick rundown:
CIO at Steno Global Market Fund
CEO of Steno Research
Core contributor at Real Vision
Basically, heās a top-tier macro expertāand he just hopped on our pod to break down everything happening in macro right now.
Watch or listen on:
YouTube | Spotify | Apple Podcasts
We just launched the Milk Road PRO Research Meeting series!
Every Tuesday, the Milk Road PRO research team meets to break down the latest market moves, opportunities, and insights.
Itās usually a private thing ā but weāve decided to start recording it!
This week we covered: current market volatility, whatās happening with $HYPE, the Impact of AI on the economy, and a whole bunch more. šŖ
P.S. PRO members get exclusive access to the research meeting every Tuesday, while everyone else has to wait until Saturday when itās released on The Milk Road Show.
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The best part? You can get started with a free scan to see what personal information about you is already exposed.
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AUDIENCE FAVORITES š„
Our weekly roundup of our top content ā decided by you! Featuring the most-opened newsletter, most-viewed podcast, and most-viral tweet.
Newsletter: Uh oh. Inflation came in hot. š„µ
Both CPI & PPI came in hotter than expected
We now expect only one rate cut in 2025
Hereās why this is not the end of the world. šļø
PODCAST: Is altcoin season cancelled? w/ Carl Vogel
Investor sentiment is split in two right now:
Retail: Very fearful
Institutions: Mega bullish
We dive into this exact dichotomy (fancy word for contrast) with Carl Vogel.
Watch or listen on:
YouTube | Spotify | Apple Podcasts
TWEET:
One of the funniest things we found in the trenches of Instagram this week:
Before we head out, hereās the announcement we promised you:
šØ Our podcast, The Milk Road Show, is going LIVE every Wednesday at 12:05 PM ET! šØ
That means real-time insights, unfiltered takes, and all the biggest crypto stories as they unfold.
No delays, no fluffājust straight alpha. See you guys there.
Aight, thatās it for today - Milk Man out š«”
MILKY MEMES OF THE WEEK š¤£
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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.
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