Kyle Reidhead | Milk Road
@KyleReidhead
co-owner: @milkroaddaily🥛 co-founder: @Impact3Growth 📈 chasing: surf & sunsets 🏄
We are transitioning from a vibes market to a fundamentals market Allocate accordingly
$ENA treasury company incoming 👀 This trend aint stopping anytime soon
StablecoinX Inc. @stablecoin_x has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation…
only in crypto do we get such obviously mispriced assets $SKY has been mispriced all year it's outperformed the market since Feb, but the fundamentals of the asset continue to grow it's a complex asset to understand, but once you do, it becomes very obvious
the past few days $SPK has run >3x, now ~$1.43bn FDV meanwhile $SKY hasn't moved yet, now ~$1.97bn FDV but the Sky treasury actually holds 65% of $SPK (w/ plans to use over 10 years to incentivize USDS growth), now worth ~$1bn feels like one side is mispriced
Imagine not understanding that all the biggest finance companies… with all the biggest volumes… are becoming users of Ethereum ALL of which are moving more and more of their business and assets onchain everyday
not a good look @RobinhoodApp intern it's onchain drop the - it's cleaner
On-chain.⛓️
My office during summer months 👀 Unless I’m on a podcast, this is where I work from Especially in the early hours, gotta get that morning sunshine in the eyeballs Can’t imagine ever going into an actual office 🫠
$ETH broke out against $SOL It has now come back to test the previous resistance level IF it turns it into support, then $ETH has a lot of room to run here tbh I'm bullish both $SOL and $ETH, so i don't really care but it's a big trend to watch to understand the dyanmics of…
$ETH breaking out against $SOL No idea if this remains, but there is a lot of room to run if it does FYI I’m still bullish on $SOL Just showing the charts
The DeFi mullet is happening in full effect in 2025 @coinbase integrating @MorphoLabs @krakenfx integrating @aave and crypto treasury companies like @SharpLinkGaming @NasdaqBTCS are bringing DeFi yield to public markets like it or not, this is how crypto goes mainstream
Kraken, via Ink, will offer onchain loans to their users through a white-labeled Aave market operated by Ink. Aave's infrastructure will be utilized for onchain loans, using Aave as a DeFi mullet. dlnews.com/articles/defi/…
My biggest take away from speaking to @ethereumJoseph on the @MilkRoadDaily podcast yesterday was: We aren't thinking BIG enough about $ETH We really are about to move the entire financial system onto Ethereum - and institutions see it but not just finance, the entire global…
The ISM/PMI has been stuck below 50 all cycle… But this is about to change. Not because of the US. But because of China & Germany. (a thread 🧵)
altcoin season really takes off when $ETH breaks out of this wedge getting very very close
how much longer until $ETH treasury companies raise $740 million in a week and no one really cares bc its just normal? $ETH is going much higher 😅
how much longer until $ETH treasury companies raise $740 million in a week and no one really cares bc its just normal? $ETH is going much higher 😅
Strategy has acquired 6,220 BTC for ~$739.8 million at ~$118,940 per bitcoin and has achieved BTC Yield of 20.8% YTD 2025. As of 7/20/2025, we hodl 607,770 $BTC acquired for ~$43.61 billion at ~$71,756 per bitcoin. $MSTR $STRK $STRF $STRD strategy.com/press/strategy…
We are The Ether Machine. Today we launch the largest public vehicle ever built to own and manage ETH with over $1.5B in committed capital. This is Ethereum’s institutional chapter. Not passive. Not synthetic. Not outsourced. ⬇️
We are The Ether Machine. Today we launch the largest public vehicle ever built to own and manage ETH with over $1.5B in committed capital. This is Ethereum’s institutional chapter. Not passive. Not synthetic. Not outsourced. ⬇️
Is $ETH the world’s most important asset? We are joined by @ethereumJoseph the Ethereum Co-Founder & @SharpLinkGaming Chairman to discuss. $ETH & $BTC are the base assets of the new supercycle. Tune into the conversation here: ⏱ TIME POINTS ⏱ 00:00 - Intro…
imagine not holding crypto or tech stocks in the last few years life is much different for those who hold the assets of the future feel bad for the rest tbh