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- 🥛 What you missed this week 👀
🥛 What you missed this week 👀
Monday crashes, Dan Tapiero and why now is the worst time to give up on crypto.
Today’s edition is brought to you by Awaken - who just made transactions on Base 100% free.
GM. This is Milk Road. Happy Super Bowl Sunday to those who celebrate.
(Apologies in advance for the unimaginative intro. Our lead writer is currently yelling “GO BIRDS” half cross-eyed, and nose-to-nose with a random Chiefs fan at a local bar).
WHAT YOU MISSED THIS WEEK
The worst day of liquidations (ever) 😰
We’ve seen massive liquidations two Mondays in a row.
Two weeks ago: Caused by DeepSeek
This past week: Here’s what triggered it 👇
$MSTR’s 2025 plans revealed 😧
MicroStrategy dropped their Q4 earnings and there was a LOT to unpack.
From their rebranding to the Nasdaq launch, we’ve got it all covered.
WE GOT DAN TAPIERO ON THE PODDDD 🎙️
Earlier this week, we sat down with the legend himself: Dan Tapiero—Founder of 1RT Fund & 10T Holdings and a macro portfolio pro with 20+ years of experience.
In this conversation we asked:
Should we be rethinking the dollar’s strength?
Is a $50T crypto market cap possible in the next decade?
Which crypto sectors are set to see exponential growth in that time?
Probably one of the biggest guests we’ve had on the pod – you don’t want to miss it! 👇
Watch or listen on:
YouTube | Spotify | Apple Podcasts
Milk Road PRO Deep Dive #1 - CoW Protocol 🐮
The NOPs have started this new thing where they chat with top protocols in the space.
This week, they sat down with CoW Protocol to break down the past, present and future of the protocol.
Bitunix is handing out 400 USDT for free 🤑
All you gotta do is deposit some money, make a trade and the cash is yours.
Heads up: This offer expires in less than 24 hours!
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So stop using tax software that sounds like it was named by an 8 year old, & go grab free Base transactions from Awaken.
AUDIENCE FAVORITES 🥇
Our weekly roundup of our top content — decided by you! Featuring the most-opened newsletter, most-viewed podcast, and most-viral tweet.
NEWSLETTER: Why now is the worst time to give up on crypto 💪
My friend hit me up this week: “Yo, when’s all this bearish sentiment gonna end?”
My reply: “Yo, why do you only text me about crypto? Never to hang out?”
My actual reply: Things don’t feel great, but the data is strong. Check the charts below—we’ve got plenty of room to grow. 👇
PODCAST: 2025 Crypto Investment Thesis w/ Ryan Watkins 📔
Who is Ryan Watkins? Co-founder of Syncracy Capital (a crypto hedge fund)
What do we talk about? Ryan’s highest conviction bets right now:
Solana
Hyperliquid
Celestia
Watch or listen on:
YouTube | Spotify | Apple Podcasts
TWEET:
Aight, Milk Man out 🫡
MILKY MEMES OF THE WEEK 🤣
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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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