Martin Toman
Martin Toman is a researcher on the Milk Road PRO research team, which publishes market analysis and portfolio research for the newsletter's paid tier.
34 talks by Martin Toman
- Rollup: Wall Street tokenized stocks and who wins as stocks go onchain
- Milk Road Crypto rollup: Bitcoin levels, DeFi winners and altcoin positioning
- The best crypto and AI investment, and whether Saylor is Bitcoin's biggest risk
- Strategy's STRC below $100: free money or a serious problem?
- The SpaceX IPO and the opportunity it creates in crypto
- Did Saylor trigger the selloff? Bitcoin, ETF outflows and AI as a store of value
- Hyperliquid, Venice and Zcash: the Milk Road PRO analysts on cycle leaders
- AI is winning the capital war: can crypto catch up?
- The biggest crypto narrative shift since Bitcoin ETFs
- Bitcoin at a decision point, an Ethereum thesis and tokenization
- Why Bitcoin is stuck despite Saylor and ETF buying
- Why Martin sold half his crypto portfolio
- Coinbase Q4 earnings: why the headline net loss may mislead
- Why 2025 disappointed and Ethereum's role in 2026
- Q4 volatility and the next wave of adoption, with Martin
- Six crypto megatrends for the next decade with Milk Road PRO's Martin Toman
- Emergency crypto update: $1.6B in liquidations and whether this is the top
- The crypto market has changed: why not to trade this cycle like 2021
- Vitalik's proposal to move Ethereum off the EVM, plus Bittensor
- Why most crypto tokens are trash and how to invest anyway
- How the Milk Road PRO team invests when markets make no sense
- Circle IPO investment thesis and Ethereum versus Solana revenue models
- Smart use of leverage and Coinbase's verified pools on Uniswap
- The data availability thesis and whether Celestia can challenge Ethereum