Today’s edition is brought to you by Meanwhile - discover how their BTC Whole Life insurance policy can help you grow, leverage and pass on your Bitcoin stack.  

Read more about the policy here

GM. This is Milk Road – the newsletter that has polished its crystal ball, lit some candles, and is ready to make some bold predictions…

Here’s what we got for you today:

THE MILK ROAD TEAM’S 2025 PREDICTIONS (P1) 🔮

If you had told us around this time last year that, in 2024:

We’d probably have said “Slow your roll there big guy. That’s a lot to pack into one year. Maybe split your predictions across 2024/2025?”

Yet here we are.

So what does 2025 have in store for us all? The Milk Road team sat down and wrote out their personal predictions for the year!

Starting with…

Tyler “Old Man River” (General Manager)

1/ $BTC to $150k, $ETH to $12k, $SOL to $750.

2/ We will see 3+ crypto ads in the Super Bowl.

3/ Trump does laser eyes on his Twitter profile.

4/ Solana ETFs get launched (but no other alt ETFs).

5/ Next big narrative in crypto: Memecoins on Bitcoin.

Kyle “​​Mr. Bossman” (Co-Owner and Head of Research for Milk Road PRO)

1/ Crypto Market Cap hits $10 trillion and Bitcoin Dominance falls to 40%

(Unless a strategic bitcoin reserve happens, then $BTC Dominance goes above highs of this cycle, 60%+) That said…

2/ A strategic $BTC reserve in the USA does not happen in 2025.

(I think they might announce they won’t sell the confiscated $BTC, but I don't think they will actually create a strategic reserve and put it on the FED balance sheet).

3/ At least three crypto companies go public (Circle, Kraken and maybe Ledger?).

4/ $ETH ETFs introduce staking and provide a yield to ETF holders, pushing a new narrative behind $ETH.

5/ Institutions report for the first time ever that they use DeFi stablecoin providers to generate yield on their dollars (probably Maker or Ethena).

6/ Base surpasses all L1 chains to become the #1 chain in daily active address, daily transactions and DEX trading volumes.

7/ $DOGE becomes the first and only memecoin to reach a $100 billion market cap this cycle.

Martin “Chief NOP (Nerd On Payroll)” (Lead Researcher for Milk Road PRO)

Fun fact: we told everyone (including Martin) please add 5-7 predictions to a shared doc.

…he added 37.

Here’s the trimmed down version:

1/ Total crypto market cap will hit $10T+.

2/ Bitcoin will become a US strategic reserve asset.

3/ Bitcoin will be traded at 20% of gold’s market cap.

4/ At least two BRICs nations will add $BTC to their balance sheets.

5/ Ethereum will become a trillion dollar asset.

6/ A US-based Solana ETF will be approved.

7/ Coinbase will be added to the S&P 500 and will be among the top 5 performing stocks of 2025.

We interrupt your regularly scheduled programming for a quick word from our sponsors

Stick around – Jay, Chevy, and Raul (our resident degen) will be staring into their crystal balls, right after this!

THE MILK ROAD TEAM’S 2025 PREDICTIONS (P2) 🔮

We’re back baaaby!

Please give a big round of applause and welcome to the stage:

Jay “The Freestyle Yapper” (Co-Owner & Host of The Milk Road Show):

1/ $BTC to $240k, $ETH to $12k, $SOL to $1k.

2/ US regulatory clarity will drive total crypto market cap to $10T and stablecoin market cap to $500B.

3/ The Bitcoin sovereign cycle begins as at least 3 more countries (in addition to El Salvador & Bhutan) officially announce they are buying $BTC as part of their national reserve but the US will not be one of them (yet).

4/ AI Agents will be the biggest crypto narrative of 2025.

5/ A mainstream crypto application will reach 10 million monthly active users.

6/ Most people will fail to take profits.

Chevy “Chivi” (Lead Writer)

1/ $BTC to $180k, $ETH to $11k, $SOL to $800.

2/ The year of the Alt ETFs: US-based Solana ETFs will get approved (many others will be applied for, most will be delayed until 2026).

3/ Agential AI replaces the memecoin narrative.

4/ Market tops in either March/April, or November/December.

5/ A third US-based non-crypto company adopts Michael Saylor’s Bitcoin Strategy (after $MSTR and $TSLA).

Raul “The Intern” (Head of Social)

1/ No other crypto ETFs (Solana, Ripple, Doge) get approved in 2025.

2/ We see a Banana Zone Jan-April, then a big cool-off between April-October, and a Banana Zone again to close out the year.

3/ New users will get onboarded directly onchain — no centralized exchanges involved, meaning Phantom and Coinbase Wallet become as popular as Binance and Coinbase on the App Store.

4/ We’re still not going to see any crypto gaming meta or games with millions of users in 2025.

5/ AI will be the main narrative of 2025 and where most of the money will be made.

6/ I said this last year too but $ETH/$BTC is going to 0.1 – it’s at 0.04 now – so $ETH will outperform $BTC by more than 2x.

Alright, that’s everyone!

P.S. More of a ‘watcher’ than a ‘reader’? Want to see what our team looks like outside of their Simpsons character analogues?

Say. No. More.

The team hijacked today’s episode of The Milk Road Show to dig into what they see coming down the pike in 2025!

Check it out below 👇

YouTube | Spotify | Apple Podcasts

BITE-SIZED COOKIES FOR THE ROAD 🍪

Meanwhile offers life insurance but with a Bitcoin twist. Sure, life insurance can be boring but this one lets you benefit while you’re still alive. Interesting, huh?*

Bitcoin fear and greed index records lowest score since October 15th. Like all of us, Bitcoin is out for the holidays. Should be back as a new (recharged) person in 2025.

El Salvador joins the 6,000 Bitcoin club. Their Bitcoin reserves are now up 127%. DCA at its finest. - DL News

AI agent ‘ai16z’ touches $1.5B market cap. AI agents are the most happening narrative at the moment and ai16z seems to be at the core of it.

We’re hiring! Calling the brightest minds in crypto to join our team but hurry, there’s only 4 roles left.

CoinStats is hands-down the best crypto tracking tool we’ve found. The best part? Our readers get an exclusive 80% off their annual subscription. Not bad huh?*

* This is sponsored content.

MILKY MEMES 🤣

RATE TODAY’S EDITION

ROADIE REVIEW OF THE DAY 🥛

VITALIK PIC OF THE DAY

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.