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Today’s edition is brought to you by EarnPark – a lending platform offering high-yield products on crypto assets. |
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GM. This is Milk Road – your crypto Slap Chop! We slice n’ dice crypto news into tasty bite-sized pieces. |
Here’s what we got for you today: |
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THE BITCOIN ETFS WENT FULL PAC-MAN THIS WEEK 🍽️ |
The $BTC ETFs are looking REEEAL healthy right now! |
We’ve seen a 17,886% increase in week-on-week net flows These flows are spread across multiple funds (not just BlackRock) The week’s not even out and we’re already deleting previous records
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Here’s what we’re taking away from the last few weeks of data… |
1/ We saw $15M of net inflows last week…and $2.68B so far this week! |
The effect that a little bit of good news can have on investors’ mindset is crazy. |
2/ BlackRock, Fidelity, and Ark making up 85% of the flows |
Last year, BlackRock tended to lead these flows by a country mile, often carrying the bulk of the load and combating outflows all on their own. |
But it looks like those days may be waning – Ark and Fidelity have made up ~40% of the net inflows so far this week! |
(The less we’re relying on a single fund’s inflows, the better.) |
3/ This is the third largest week of inflows (so far) |
Right now, weekly ETF net inflows are sitting at $2.68B. |
If we want to take the number one spot for largest week of inflows ever ($3.35B), we’ll need to see $661M of net inflows hit the ETFs by the end of today’s trading hours. |
(We’ll let you know how it shakes out the moment the data hits – just make sure you’re following us on Twitter/X.) |
The takeaway: sentiment shifted (hard) this week. |
The big question: how long will this new-found momentum last? |
Keep scrolling to find out… |
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HOT TAKE: THE MARKET NEEDS ITS SPIRIT DAMPENED 🌧️ |
The market is WAY too excited for our liking! |
It's like investors are spending their paycheck before it has hit their account… |
Everyone’s risk appetite is back The market’s problems aren’t yet solved The required solutions are still a ways away
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Here’s a closer look at what we’re seeing… |
1/ Everyone’s risk appetite is back (with a vengeance) |
Exhibit A: |
See the yellowy-green bars sitting between $81k-$84k, within the red box in the image below? |
Those bars collectively represent close to $2B worth of leveraged Bitcoin long positions – and that’s just on Binance! |
Aka: close to $2B worth of loans that have been taken out on Binance in order to bet that Bitcoin’s price will go up. |
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Exhibit B: |
High Risk sectors have made the most gains over the last 7 days, far and away! |
(Btw, PolitiFi = political memecoins) 👇 |
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2/ This shift in sentiment came thanks to trade war hopium |
Crypto markets saw a HUGE shift in sentiment and momentum over the past week, thanks to two pieces of positive news surrounding the trade wars… |
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What’s easy to forget is: these deals can take a minute or two to figure out. 👇 |
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…plus, they require both parties to come to the table. |
I.e. Even if the US is going to be “very nice to China” it doesn’t mean China is going to accept the offering (or even entertain negotiations). 👇 |
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3/ The market-turning long-term solutions we want aren’t yet in reach |
The two solutions on the table are… |
An end to the global trade war (again, these negotiations could take a minute) A Fed pivot (aka: Jerome Powell starts pumping sweet sweet cash into the system)
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It’s anyones guess which one comes first – but the current risk-on behavior would make you think they’ve already happened! |
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The takeaway: it sure FEELS like we’re back! |
But until we have confirmation of a trade deal or Fed pivot, market sentiment can still collapse as easily as it rose. |
Until one of the above two solutions are met, we’ll be staying conservative with our allocations and not giving in to temptation – aka: memecoins, AI tokens and leverage. |
(Lord give us strength.) |
But with all that said…we’re still long term giga bulls. |
In fact, we believe Bitcoin will reclaim its all-time highs by Q4 of this year! |
We’re so sure about this that we’re willing to put our money where our mouth is… |
👉 Anyone that signs up to Milk Road PRO between now and the end of April will get: |
20% OFF their subscription cost for 1 year Their subscription costs fully refunded if $BTC doesn’t pass ATHs ($109k) before Oct 31, 2025.
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That means as long as you stay subscribed through till November of this year, you’ll have your subscription costs fully de-risked. |
If the market rips → your gains can offset your already discounted subscription costs. |
If the market dips → your subscription costs will be fully refunded. |
Click here to de-risk your learning. 👇 |
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WILL TRUMP DROP TARIFFS IN AN ATTEMPT TO SAVE THE ECONOMY? 👀 |
👉 What is the end state of tariffs?
👉 Will we see a bilateral deal focused on China?
👉 How long can markets tolerate this uncertainty? |
…can I let you in on a little secret? I have no idea. |
Though, to be fair – most people don’t…but Ram Ahluwalia ain’t ‘most people’. |
He’s a macro expert, founder of Lumida Wealth, and recent guest on The Milk Road Show – where he helped answer all of the above questions! |
It’s a banger of an episode – don’t miss it! 👇 |
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YouTube | Spotify | Apple Podcasts |
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BITE-SIZED COOKIES FOR THE ROAD 🍪 |
Want front-row access to Avalanche’s next chapter? Head to Avalanche Summit in London for all the exciting announcements!* |
This might be the biggest flex in crypto history. Someone mined 50 $BTC in 2010 when it was worth less than $5. They now moved it for the first time, sitting at nearly $5M. Like we said, biggest flex. |
* Seven Nation Army chant intensifies. * Tether increases its stake in Juventus (a popular European soccer team) to over 10%. |
New Bitcoin price predictions, baaaby! ARK Invest thinks $BTC could reach $2.4M by 2030. Let’s just hope they’re right. |
We’re hosting meetups, baaaby! In case you’re heading to Consensus Toronto or Permissionless in New York, come grab a beer with the Milk Road crew. We’ll see you there! |
What do stock trading, sports betting, and crypto baskets have in common? They’re all available on Crypto.com.** |
*this is sponsored content.
**this is partner content. |
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MILKY MEMES 🤣 |
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ROADIE REVIEW OF THE DAY 🥛 |
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VITALIK PIC OF THE DAY (FROM THE LATEST MOVIE) |
The Vitalik film is now live! You can now watch “Vitalik: An Ethereum Story” across multiple digital platforms worldwide. |
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