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) |
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| | | | | 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) |
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| | | | 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). | Invest in the cheapest Bitcoin ETP now! |
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| | 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) |
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| | | | | 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) | 👉 Virtuals activity may be down, but a rebound’s on the horizon. LG shares 3 tokens he believes will lead the next wave. (read more) |
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| 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? | | |
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