Milk Road

Uniswap

2026-09-07 10:03:58

John Returns to Altcoins After Two Months, Citing UNI and Robinhood Chain as Early Bull-Market Signals

In a Sept. 4 episode of the Milk Road Show, Milk Road Pro portfolio manager John said he bought altcoins for the first time in more than two months, with Uniswap’s UNI becoming one of his largest positions after a gain of about 30% in roughly a week. He linked the latest crypto rebound to two forces: a macro catalyst tied to an expected $12 billion long-bond buyback by the U.S. Treasury around Sept. 9 alongside new short-term issuance, and a sharp burst of activity on the Robinhood chain, where meme tokens and tokenized equities are increasingly trading in the same ecosystem. John argued that Uniswap’s revised token economics, combined with record flow from Robinhood-chain meme assets and tokenized stocks into Uniswap v4, has created buyback pressure for UNI and changed the token’s investment case. Even so, he stopped short of calling this a confirmed bull market. He said the move could still turn into a bull trap, noted that he is still holding substantial cash, and pointed to several risks: a possible Federal Reserve rate hike, the chance that the Clarity Act fails to pass, and the historical weakness of Bitcoin during September in U.S. midterm election years.

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Bitcoin

2026-08-21 07:21:09

Crypto veteran Rob sticks with DCA and AI agent payments thesis after Bitcoin’s surprise 10% surge

A day before Bitcoin jumped about 10% and briefly broke above $70,000, Digital Asset News founder Rob told The Milk Road Show that he still thought the market might not have found a bottom and that the low could arrive around October. In the Aug. 19 episode, recorded before the rally, Rob laid out a simple framework built around long-term accumulation rather than short-term calls: buy more as risk falls, take profit in pieces, and accept that nobody consistently sells the exact top. He said he uses Ben Cowen’s risk meter as a guide, increasing his Bitcoin purchases as the reading drops from 0.49 to 0.39 and below 0.29. The conversation ranged well beyond price targets. Rob argued that Congress is unlikely to deliver a major near-term catalyst, describing the White House crypto meeting and the delayed CLARITY Act as more political theater than a clear turning point. He also discussed the SEC’s new "Regulation Crypto" framework, saying clearer rules for fundraising and ICO-style issuance arrive years late and may bring money back into the sector, even as he questions whether crypto needs more new tokens. On portfolio construction, Rob said he spreads custody risk across wallets, custodians and ETFs after recent hardware wallet incidents. For altcoins, he said he mainly trusts four chains tied to stablecoin activity: BNB, Ethereum, Solana and Tron. Looking ahead, the theme he finds most compelling is AI agent payments, especially after Cloudflare’s move to support crypto payments for AI agents, though he also flagged the operational risks that autonomous software could introduce.

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Bitcoin

2026-08-20 13:00:00

Crypto veteran Rob says Bitcoin’s 10% surge caught him off guard, but he still buys near the 200-week average

A Milk Road interview recorded on Aug. 19 and aired on Aug. 20 captured a sharp mismatch between a veteran investor’s short-term market call and Bitcoin’s actual move. Rob, founder and host of Digital Asset News, said he still viewed the area around Bitcoin’s 200-week moving average as a historically attractive accumulation zone and argued that disciplined dollar-cost averaging matters more than trying to call an exact bottom. He had laid out a cautious case that, under a four-year cycle framework, Bitcoin could bottom around October and potentially revisit $55,000, $50,000, or even $45,000. Instead, the day after recording, BTC jumped about 10%, briefly moved above $70,000, hit its highest level since early June, and helped trigger the largest short liquidation wave since 2021, with more than $1 billion in short positions wiped out in a single hour. Across the discussion, Rob also detailed his risk-based DCA system, his staggered profit-taking rules, his skepticism toward the CLARITY Act and a White House crypto meeting, his concerns about self-custody after issues involving major wallet brands, his preference for four major altcoin networks, and his view that AI agent payments could become a major narrative in the next cycle.

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