Show Notes
In this episode of Milk Road Crypto, Greg explains why crypto is entering a new “dispersion regime” where fundamentals, token design, revenue, unlocks, and value accrual increasingly determine which assets outperform, and which ones could keep falling even in a bull market. We break down how TAG Capital approaches crypto as a long/short fund, why shorting weak tokens helped drive performance during the bear market, and what Greg looks for when deciding whether a token is fundamentally mispriced.
~~~~~
🚨Want to see what John’s actually buying? He just deployed a big chunk of his portfolio into alts, and Milk Road PRO members can see every move he’s making. Watch it inside Milk Road PRO for just $1!
~~~~~
🚀 Trade, earn, and borrow in one place with Nexo, a trusted digital asset platform managing over $7B in assets!
~~~~~
🔧 Tools & Channels 💼 Reach ambitious investors, builders & innovators.
~~~~~
✊ Follow Milk Road on Social Media: 👉 Milk Road Twitter:https://link.milkroad.com/X 👉 Apple Podcasts:https://link.milkroad.com/apple-podcast
~~~~~
🎙 GUEST INFO 🎙 Greg Viverito: https://x.com/gviverito TAG Fund Website: https://www.tag.fund/ Substack: https://tagfund.substack.com/
📃 Disclaimer 📃 The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.
More from Milk Road Crypto
In today's Milk Road Crypto Rollup, John, Kyle, and Martin break down the biggest opportunities emerging in crypto, including Aave (AAVE), Solana (SOL), and Venice AI (VVV). Aave could become a major winner as traditional financial assets like stocks and bonds move onto blockchain networks. With Wall Street giants beginning to pay attention to decentralized finance (DeFi), could AAVE eventually become a multibillion-dollar business?
In this episode of Milk Road Crypto, John sits down with Jamie Coutts, Chief Crypto Analyst at Real Vision and founder of Helios Analytics, to discuss Bitcoin's next move, the future of altcoins, and why DeFi could finally outperform BTC. Jamie explains why he's shifting his portfolio toward DeFi and Layer 1 blockchains after years of Bitcoin dominance. He also introduces his "Crypto Payback Era" thesis, revealing how nearly $2 billion in value returned to tokenholders, declining token issuance, and improving protocol fundamentals could transform the cryptocurrency market.
Today on Milk Road Crypto, John is joined by David Duong, former Global Head of Research at Coinbase Institutional and newly appointed Head of US at Ethereum Institutional, to break down what Wall Street's move into crypto really means for Ethereum, Bitcoin, and the next generation of altcoins. David explains why JPMorgan's Ethereum adoption could be a turning point for institutional crypto, the hidden challenge preventing ETH from benefiting directly from growing network activity, and whether Ethereum could finally outperform Bitcoin.
Today on Milk Road Crypto, John sits down with Sam MacPherson, co-founder and CEO of Spark Finance, one of the largest capital allocators in DeFi and part of the Sky ecosystem. Sam explains why the next wave of institutional crypto adoption could transform stablecoins, Ethereum, DeFi lending, and real-world asset (RWA) tokenization. With banks, fintech giants, and Wall Street preparing to enter the stablecoin market, which crypto projects are best positioned to benefit?
In today's episode of Milk Road Crypto, John and LG break down why Bitcoin's Bollinger Bands are tightening, signaling that a major volatility event could be approaching. John identifies $83,500 as the key breakout level that could send BTC toward $90,000-$95,000, while $78,000 remains a crucial level of support. Meanwhile, traditional financial markets are showing signs of stress. Hedge funds are unwinding leverage, AI stocks are facing selling pressure, and macroeconomic uncertainty continues to grow. Yet Bitcoin is refusing to break down. Is this the ultimate bullish signal, or is the crypto market preparing for another major correction?