Milk Road

A small-cap stock out-traded NASDAQ in its first 24 hours on Solana, says Backpack's CEO

9 arguments: why two-way redemption to Interactive Brokers gives Backpack its liquidity, why Wall Street incumbents don't worry him, and why perps…

Nov 10 • Scuttlebutt

AI will find security bugs faster than humans can patch them, says NEAR's co-founder

7 calls: why AI agents can fix a $20T economy of inefficient markets, the "uncensored" models NEAR built for defensive cybersecurity, and why NEAR just…

Nov 7 • Scuttlebutt

Figure chair on DeFi: "Figure puts over $2.5 billion dollars a month of assets on chain"

8 arguments: Why Figure's HELOCs cost under $1,000 to originate against $11,000 for a mortgage, how Navra's keyless custody works, and why 50 of 62…

Nov 4 • Scuttlebutt

Tokenized stocks hit $1B in 8 months; stablecoins took 3 yrs, says Ondo Finance MD

6 takeaways: Why he calls BlackRock-built portfolios tokenization's SPY moment, what a token holder legally owns, and why Ondo is holding back its US…

Oct 17 • Scuttlebutt

Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure

10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…

Sep 20 • Scuttlebutt

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