- Milk Road
- Posts
- 🥛 What you missed this week 👀
🥛 What you missed this week 👀
Crypto equities are killing it while the tensions in the Middle East are easing
GM. This is Milk Road, the only newsletter that delivers market insights and unicorns in the same scroll.
Here’re the quick highlights from the week:
✍️ We have a new crypto unicorn
🎙️ This cycle’s altcoin play: crypto equites
🌐 The tension in the Middle East is easing
🎲 Top 3 tokens on the Virtuals ecosystem
Grayscale is the OG crypto asset manager. Check out Grayscale’s ‘BTC’ ETP - the cheapest way to get exposure to Bitcoin

WHAT YOU MISSED THIS WEEK (P1)
Crypto headlines you shouldn’t miss
👉 Polymarket raised $200M at a $1B valuation making it the latest crypto unicorn. (read more)
👉 Ethereum is absolutely killing it. We’ve outlined 3 reasons we’re still bullish on $ETH. (read more)
👉 In 2025, crypto equites like $CRCL, $COIN and $HOOD will lead altcoin season… and we’re already seeing signs of this in action. (read more)
👉 BNB Chain is dominating DEX volume… but its other metrics (like total value locked and app revenue) are mostly flat. (read more)
👉 We dropped an article on Bitget’s Unified Trading Account (UTA) that lets you trade spot, futures and margin all from one place.* (read more)
Top podcasts of the week 🎙️
👉 The Wolf Of All Streets (or Scott Melker) joined the pod to explain why the best altcoin play isn’t actually altcoins. (Spoiler: it’s crypto equities) (listen in)
👉 Co-founder of Tether, William Quigley, breaks down why the crypto market could be on the verge of a major breakout. (listen in)
Pop quiz: Who is the only asset manager with two Bitcoin ETPs?
Answer: Grayscale!
Most of you might have heard about $GBTC - their flagship Bitcoin ETP.
But their other ETP, BTC, might actually be the better choice. Here’s why:
BTC is the cheapest Bitcoin ETP in the U.S.! 🔥
With a 0.15% management fee, it undercuts competitors charging 0.19%-0.25%. Sure, the difference might seem small but the savings add up over time.
BTC offers the same Bitcoin exposure but with lower fees (sounds like a no-brainer to me).

WHAT YOU MISSED THIS WEEK (P2)
All the macro stuff you might have missed 🌐
👉 It seems like the worst of the Middle East conflict is behind us. (read more)
👉 The FED is planning to add ‘sneaky liquidity’ to the economy through something called the Supplementary Leverage Ratio or SLR. (read more)
The wild sh*t from the degen world 🎲
👉 Believe is a token launchpad where anyone can spin up a coin with nothing but a tweet. The whole thing is down bad but here are 3 tokens we’re watching on Believe. (read more)
That’s a wrap on the week and also the first half of the year (yep, we’re halfway in already).
Manifesting green candles for H2.

MILKY MEMES OF THE WEEK 🤣

RATE TODAY’S EDITION
What'd you think of today's edition? |
