Milk Road crew predictions for 2025

30 Dec 2024 · 44:42

Host Jay Hamilton and four Milk Road colleagues, Kyle Reidhead, Martin, Tyler and Chevy, each give their 2025 predictions for Bitcoin, Ethereum and Solana, with Bitcoin targets ranging from 150,000 to 240,000 dollars. They then debate narratives for the year: AI agents and tokens attached to them, crypto gaming proving itself with titles like Off the Grid, institutions earning yield from DeFi stablecoins, Ether ETF staking and data availability layers. The team also shares its best and worst trades.

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GM good morning welcome to the milro show The Daily crypto show that's as clutch as remembering your anniversary right before she does I'm your host Jay Hamilton and today is a special episode we are joined by four team members from the milk Road team five of you include myself and we are giving you guys our bold predictions for crypto in 2025 2025 is lining up to be the most explosive year in crypto yet we're going to talk about Bitcoin eth Soul what narratives we think are going to pop off in the next year and some surprise predictions at the end so get ready because trust me this is going to help you guys set

yourself up for the next year and also have a lot of fun by meeting some more members of our team before we jump in we should take a minute to hear from our sponsors who make the show possible meet odos the defi aggregator that makes your token swap smarter faster and a whole lot easier tired of trading like it's 2019 OS finds the best prices for your swaps across 900 liquidity sources and 14 blockchains so you always get more bang for your crypto Buck whether you're swapping setting a limit order or just avoiding gas fees like the plague oos has you covered it's like having a genius Trader in your pocket minus the coffee addiction join 3 million wallets already using odos to power over 6

billion in monthly trades start making smarter swaps today today at milkroom oos GM jents welcome to the milk Road show what up GM GM guys that was the uh the lamest hello I've ever heard come on to be here there we go there we go okay that's what I like interrup double PA sign yeah there we go okay that's let's start by introducing each each guy here this is the dream team that behind milk this isn't the whole team but uh this is a good part of our team and I would love to go around and just have everybody introduce themselves to our audience so they can meet you guys Kyle I know

you're on the show all the time but I'll start with you tell everybody a little bit about yourself give us and give us your best trade and your worst trade in crypto oh so co-owner of milroad along with my man over here Jay uh also head of research on the pro side of things my best trade is probably e I bought it under $100 uh and have been holding it ever since so it's got to be that I would say although probably Bitcoin and soul are very close uh in performance and my worst trade would probably be teral Luna I didn't hold a ton of it uh I held some and wrote it all the way down to zero so it's got to be the worst doesn't get any worse than that anybody anybody else hold teruna to

zero no look at that so so don't listen to Kyle listen to everybody else in this call okay okay Martin you're up next yeah I'm Martin I am a analyst in milroad and I write Pro reports uh for our community probably my worst trade was huge leverage on eth before Co crash happened um but at the same time it was very costly but then few years back I got a huge air drop from dydx so it was also kind of the best trate ever so yeah even when Martin screws up it works

out that's what happens when you're the chief NOP yeah nerd on payroll is what that stands for wait no the chief KN and and Kyle's Mr Boss Man Of course uh okay Tyler or tal as as everybody calls you at milk Road you're up next yep my name's Tyler commonly ref ref to As Old Man River I guess because chibi hates me because of the gray hair no it's because of the gray hair look at that hair same as us but look at that hair it's actually younger than me um I am the GM at milk road which

means I don't really do a whole lot but I'm happy to be here um my uh my best trade it's kind of hard to pinpoint because I've never actually taken profits uh so I'd have to go with eth just because like I I got that pretty pretty early on like I don't know around like four or 500 bucks so doing all right with that because I still actually have some didn't lose it all worst trade ever would be probably weed stocks uh rode that all up like 56x and then all the way down to it literally in my thing it says zero like it's it's o completely gone to zero um so that's that's definitely the worst trade in the

history of my life worse than your axi Infinity trade wow I was I was I thought you were gonna say axi actually I've also written uh star Atlas down to zero so that's another one that I've taken down to zero a lot of zeros for me so this is why I'm not involved in the Pro reports this is why you're the operator of of the business you're behind the scenes but we had to we had to bring in Old Man River into Today's Show okay last but but not least Chevy or shivy as H we love to call you introduce yourself I'm Chevy uh I brought the daily newsletter my worst tradeable time was beyond me I don't know what I was thinking um like the

burgers yeah ypp I oh my Brooklyn I had like uh I had a bunch of successful trades I was like I should should expand my portfolio and it was like the hot thing but yeah bad decision best trade of all time probably either salana or Tesla bought Tesla in 2017 and I was playing salana like 12 bucks so if we're talking returns that looks good on paper haven't realized it yet though we'll do the same thing now yeah yeah exactly I I'll go last so I'm Jay everybody

listening you guys know me well uh and uh my my worst trade of all time is definitely my Mo my moonbird uh bought a moonbird uh for uh like 25k and fully round tripped it was up to it was like 150k at its peak and I distinctly remember a meeting with Kyle where uh Kyle and uh Jeremy who who no long works with us came to the meeting and they were like so you going to sell it and I was like [ __ ] no I'm a genius I'm I'm riding this thing to the moon like this is going all the way what are you guys talking about and Kyle was like sell it man sell it and I was like no

man you don't know what you're talking about and yeah look at me now uh my best trade I gotta say my best trade is just DCA throughout the bare market like that's haven't taken profits on it yet but literally I was dcing on bitcoin soul and eth all of 2023 by far uh will be end up being my best trade I'm sure unless I unless I uh hit some mem or AI agent in uh in 2025 which uh did you say mem what's that what's a meme kind it's it's it's a new kind of it's a new kind of meme coin don't worry you'll see it it's coming it's coming okay let's jump into our predictions for 2025 starting with the King Bitcoin uh I'm going to

start with tal what's your Bitcoin prediction for 2025 going with 160k 160k okay okay okay let's let's keep going around let's keep going around Chevy what do you got 150 we got some bears in the room today okay okay what you guys hear mine gez I'll go next I'm 240 I'm 240 for Bitcoin kle what you got notice we we set a range in Pro a long time ago which is between 150 and 2115 so notice these guys read our Pro reports obviously and now they're they're they're trying to go their bare and bull but they're keeping it within the range of pro so I changed to 149 this pric is

right yeah I'm more around like the 175 uh is my kind of base case but if the Strategic Bitcoin Reserve happens then I think we go we blow past 250 I don't think that that actually happens so in my predictions I didn't actually put a price point for Bitcoin they just said I think it's we're going to go down to 40% uh Bitcoin dominance in A1 trillion do market cap so it puts it around that 152 200k market cap so or two 15200 price Martin might be considered the the chief nerd on payroll but that was a pretty nerdy answer yeah yeah well there is nothing new what I'm about to say my prediction is also around like 180 so let's see but

again if what K said is true like if the Bitcoin strategic Reserve is approved then we are living in a different different prices let let let's shout about that quick just since we're bringing it up now I was planning to talk about it later in the show but uh Bitcoin strategic Reserve anybody here think it happens in 2025 no no nobody thinks it happens Martin no Martin predicted it did yeah you think it happens in 2025 Martin I think so yeah okay okay I yeah I I don't think it happens in 2025 I think at least three other countries announce a Bitcoin strategic Reserve in 2025 Brazil is seems to be heading in that direction I could see like Saudi Arabia Switzerland a few others I could see doing that but I don't think the US

does it in 2025 does anybody here think it never happens or does everybody here think it happens eventually I think the game theory says it happens eventually or Bitcoin go not nothing but you know if Bitcoin keeps growing it feels like an inevitability yeah especially when you consider that like it every every country holds gold so if Bitcoin is digital gold then eventually every country will hold Bitcoin too I think sorry Old Man River I was just gonna say I also think I do think that some states will do it though I just don't think that the actual country itself will yeah Florida Pennsylvania already heading in that direction yeah I think that they'll announce that they're not going to sell the Bitcoin they hold but I don't think they're going to create a Bitcoin strategic Reserve po Market thinks

there's a 26% chance it happens in the first 100 days of trump being president damn I like those odds do they have like other time frames you like a 26% odds I mean in my better than [Laughter] zero let's be clear so all of us are saying all of our bitcoin price predictions are based on this not happening like if this did happen I think we're in a whole a whole new paradigm for listen to me bull market Vibes we're in a new paradigm guys uh any other uh Bitcoin predictions before we move on to eth I have one more to share is I think that um institutions so I'll like categorize like governments uh corporations major funds I think will

combined ETFs all combined will buy one at least one million Bitcoin in 2025 what do we at now they buy more than 1 million just this year pretty sure yeah the ETFs have 1.1 mil I think yeah yeah they flip satoshi's bags like a week or two ago great prediction Jay great prediction gez got to read the what are you doing yeah what we did story on that like two days ago uh okay let's move on to eth eth predictions for 2025 Kyle you can go first like price point I think it goes yeah I didn't really write predictions for this so I don't know but I would say

it goes above 10K 10K sounds sounds pretty good Old Man River uh I got 12K I'm optimistic I'm with you I'm 12K too I'm want that 12K mark shivi 200 11k and I'm not saying that the middle I Lally have a written down okay here's my thing 10K is a cop out everyone's saying 10K Kyle you got to go above or below 99,999 yeah it was 7,000 n o okay I'll be the bear here um let's go let's say 8K 8K why you feeling bearish I feel like ethereum can lose some steam because of the some

of layer twos will use alternative Das and not ethereum and it might steal the spotlight for eth and yeah like all all the new retail and the hype will just be kind of stopped and uh Celestia or other alternative Das can really like go up and take benefits but in the meantime has no idea what da is if someone moves from using ethereum to something else for da retail doesn't give a [ __ ] somebody want to somebody want to explain for our audience what da is No One's Gonna care and it's not going to matter to the price of your asset here's availability everybody here's my prediction for ethereum ETFs

will introduce staking and provide a yield to ETF holders eth ETF holders and that's going to drive a narrative because retail does care about that s of Institutions retail doesn't care about da costs I think that uh ethereum ETF let's just talk about that for a second obviously uh Kai your prediction is get staking that would be huge for the e e ETF had a rough year this year great start great finish to the year but rough rough up until then how's everybody feeling about the EF going in the next year I feel like we're seeing a turnaround that is likely to continue which I'm confident about stug to see it yeah feels like the the the Tailwinds right now are headed in the right direction and the EF could really

soar next year any other eth predictions before we go on to salana everybody's everybody's feeling like okay about eth all right let's go on to Soul I'm going to start with shivi because you are the soul King uh holding purely soul in your bag is it 100% Soul no it's not 100% soul is it your crypto portfolio yeah I think there's like 500 bucks of goat which I'll sell into soul I bed it at a retreat but that's like 50% of your portfolio right you only got about a th in total in crypto yeah yeah it's going to rup you um yeah I'm so my my sole prediction

is 800 bucks which for me I looked it as like I try and sandbag because I've get gotten caught up in the whole like you know it's going to this big round number a th000 bucks and I make the mistake of holding thinking like surey thing it's going to happen round tripping so for me I'm always like like shave a couple hundred bucks off the top of it stick with that so is that is that prediction more based upon like your sell Target then uh versus your actual like Peak Market Target no my my cell targets are all time based again to stop myself from getting into playing that game but realistic like I would be stoked if it goes over 800 and I wouldn't be shocked you know like anything can happen

especially with like the setup we're seeing at end of this year but I think uh I I wrote 800 down like to myself about a year ago um and I I thought I was being a little like over bullish now and I'm trying you know flip into bearish mode so my verion of that is just not adjusting it all right I like it I like it Old Man River I got s at 750 um I think like based off like my e one to I think that they're both going to perform relative L the same for the rest of the cycle like I think Soul's already done its huge moves and I think eth will either like slightly outperform for the rest of the way or it'll kind of

be similar is what I'm kind of thinking don't have a lot of like data to support that but it's just the gut feel you know and that guts done well for you in your investing career huh yeah he's just a sponge he's just soaking in all the pro reports you guys are writing all right that's that's gut gut comes from a lot of uh a lot of research a lot of reading uh I got soul go ahead over last cycle I didn't have Pro okay so this cycle is gonna be a lot different there you go there you go I got soul at a thousand uh and I think the soul ETF gets approved and is a big Catalyst for soul in 2025 particularly because I think the eth ETF struggled so

much I can see the soul ETF having a much better start and that kind of creating a new narrative for soul that drives it to to a th000 n o what do you got for soul yeah I'm also in a range of 800 and I also think that the ETF will get approved next year so obviously it's a huge Catalyst in in flows okay Mr Boss Man yeah I my top number for it is a th uh my sell number is obviously much lower than that but I think it uh I think it might see a thousand price point I think it's kind of like the meme of Bitcoin going to 100K uh so is going to do the same if it gets if it gets up to 800 it's definitely going to a th is my opinion

uh to be clear though if that happens it's like for a day or like half a day or an hour you know what I mean like it it's like the blowoff top type scenario yeah I think it might hit thousand it put it similar to what ethereum did last cycle so in terms of market cap okay okay everybody's feeling feeling pretty good about soul I like I like to see it uh let's jump into the the next big narrative for 2025 what do we think is going to be the big narrative for 2025 I'm going to go to I'm going to go I'm going to go back to shivi First on this one shivi what do you think is going to be the big narrative he's excited I'm stoked because I'm pretty sure everyone's gonna say the same thing a gental AI I just wrote a big report on it today

and I'm like yeah I'm seeing it it's the perfect mix of like exciting Tech with d gen sharable it's happening it's going to replace main coins or add to them does anybody have any narrative you think is going to be the big in 2025 other than AI agents big or next okay good question good question biggest is is a difficult one to predict let's just say next let's just does it have to be like a retail driven narrative nope no okay here's one of my predictions I don't know if it's necessarily a narrative but I'm sure it will gain a lot of traction and be a thing but what I think is that next year is the first time that institutions are going to report that they use defi stable coin providers like maker or Athena and they

start to use dollars and generate yield for their dollars on their balance sheets um and I think that's really going to pick up Storm it probably starts with something like coinbase I mean they already kind of do it with usdc anyway um but they don't I guess they don't do it with the defi stable coin provider but I think once regulation gets approved which I pretty sure Trump's going to do in his first 100 days I think corporations start to jump at this and I think that's going to be um a big narrative it's not going to be the big narrative that like retail trades obviously because there's nothing there although I don't know maybe Athena and maker really take off because of that but I think that's going to be a big story yeah everybody loves a nice 10 to 25% yield on their cash like why

would institutions not be getting into that especially when T bills are going down right now so that's that's nice what do you think about stable coins you think stable coins uh rip uh in the next year obviously uh nearing all or actually at alltime highs almost 200 billion right now as of this recording I mean if institutions are putting on their balance sheets then it has no choice but to go way way way up so yeah I think it does I think it's massive like it probably doubles in the next year we're currently at 200 billion I think it could go to 400 billion in one year if this happens with institutions it could be even more than that I agree and I think that right now the decentralized stable coins are just like very small percentage of all stable coins I think the the share of these

decentralized one which also offer integrated yield will grow and can reach like double digits market share you think the market share will grow versus USD and usdc yes yeah I don't have strong that but I can see it I could see it so you guys think that if corporations start dabbling in stable coins they're going to go They're Gonna skip past usdc and usdt and they're gonna go to like maker there's no yield on usdc and usdt so there's no reason for them to hold it they might as well just hold dollars and not touch crypto the only reason they hold stable coins is to go and get the yield I see let's be clear let's be clear here uh are you do you think this is like major corporations like Fortune 500 companies

I don't my my my hesitation there so Microsoft just voted down to to buy Bitcoin right Amazon's got a vote coming up now everybody's seen that proposal I'm sure to that Amazon should take 5% of their $ 88 billion dollar in cash or cash equivalence and go buy Bitcoin which would be actually absolutely awesome but I don't think I don't think any major corporations going to do it in 2025 because it's just too much too much risk for a c CFO of one of these major corporations to go dabble in decentralization at this point it's not it's not worth their job and worth their risk so I don't see it happening in Bitcoin yes it's too much risk because it's so volatile in a stable coin

they're already holding dollars they're holding 88 billion you just said why not throw 10% of that and get 25% from Athena or 12% from maker right it's still just a dollar there's no there's obviously added risk but not the volatility risk and I think um because these have been around for so long now at least in Maker's case it's a whole different story so yeah think we'll see I don't know if like an Amazon or Microsoft I think we'll see big corporations public companies that will do it so long as regulation gets thrown in that's the thing holding everyone back right now of course yeah and definitely feels feels real good about regulation in in the year it's just a question of how fast it comes that's the it's so hard to predict how fast regulation comes uh which is you know I think with with Trump and obviously with

all of the pro crypto people he has behind him it feels like it could happen quite quickly what about gaming anybody feeling gaming for 2025 I'll throw it my gaming prediction I've I've called gaming every year and been wrong so I'll I'll admit that off the top you might want to just like mute and not even listen to this prediction because I haven't been you're doing it again I'm doing it again I'm doing it again I'm I'm [ __ ] doubling down here we just did a show with Pierre's kicks from Deli adventures and he got me so hyped on gaming and and and let's be clear for good reason Off the Grid which is a a new game that launched a few months ago has absolutely been crushing it and consistently crushing it it's not it's

not like it had a big a big blast off the top and then went to zero it's been consistently crushing it and so I think gaming does finally here's what here's my prediction for gaming I don't think the whole gaming sector goes but I think that one game at least one game will reach one million monthly active users and will become a mainstream crypto app that people everyday people are using and it's giving getting them on chain they're buying and selling nfts they're trading nfts that's that's my prediction for 2025 I don't necessarily know that the whole gaming sector goes because the problem is gaming needs AAA games and we still only have a few where and there's a lot that are aiming to launch in 2025

so uh I feel like with all those launching and if it doesn't go then I will never predict gaming Again by the way that's the time that's the moment that you token you can possibly think of yeah anybody else got gaming anybody else doing gaming or am I the only one I'm with you on that like I don't know if it's going to pop if it's going to become narrative but the Off the Grid success that it just kind of like it felt like it happened in the background it's like what we've been talking about all along is like the crypto functionality isn't the key feature it's in the background it's just a fun game to play that has went through crypto functionality built into it we've been waiting for this for so long and not only has like popped off but it's sustained it it's like whether or not it

becomes a huge Narrative of 2025 I wouldn't be surprised if it just quietly confirms it you know like it's a proof of concept for the rest of the industry that everyone else follows because I feel like last cycle it was like web 3 has to be at the center of everything and then the experience itself was a total let down it's like this like sparse empty metaverse it's like who wants to hang out there like very few people Snoop Dog for a little bit and then he left snoop's everywhere is there anywhere Snoop isn't snoop's on my TV he's in fortnite he's on my social media he's in the Super Bowl he's everywhere yeah let's come go gaming

first I think there's already multiple games in web 3 that have more than a million uh daily active users let alone monthly so I think you're very low on your prediction pixels is one of them I think there's two games un Ron that have more than a million monthly active users plus there's the telegram games um that have way more than a month a million monthly AC VI so I think I'm not including telegram I'm taking there's that my I think is called or I don't know if it's milon miles something that has games and then there's Ronin that has a couple games and both they have multiple ones over a million already um so I I I think we'll see this for sure I think we'll start to see a lot of games that are launching in 2025 um do we have a breakout one though

that's the one I'm just I'm unsure if we if we really get that or not but I I do think gaming will just consistently like slowly improve um but if we go into speculative like Mania like we did 2021 there'll be some ridiculous speculative games that just go off the wall and then they completely blow up again yeah the other thing that gaming kind of does especially in web 3 is they launch but they launch like such a lower end product than what like their trailers and their end game show to be so like alivium did this where they're like this is what the game is it's like oh this is sick and they go they launched their Beta And it's like playing video games back in like 1990 um so there'll be a lot of launches but I don't think that there's going to be a

lot of launches of like triaa games like what you're used to in web 2 well that's that's why I like Off the Grid so much because it launched with a legitimate triaa game and I think that we I I actually disagree I think we will see legit triaa games launched in 2025 because I think they've been working on them for like like three to five years uh you know they've been working on these games for a long time and these games aren't these games are being made by Gaming Studios that have raised hundreds of millions of dollars so they have the capital they have the teams they have all the they have they have game developers from Top previous gaming Studios they have storytellers who have like written scripts for movies and

written scripts for TV shows they have all of the they have all the the people in place to actually go build some of these games which is one of the reasons why if you go back and listen to the episode with with Pierre's kicks and he talks about the team behind Al of great it's like literally like just an absolute legendary team it's incredible uh let's go back to AI agents I I know Chevy predicted AI agents and I think we all feel pretty good about AI agents right now ai agents we got nine billion total market cap for AI agents we got one we haven't had an AI agent get above a billion yet we got one that's getting close turbo 900 million getting real close to a billion didn't we got goove a billion or is that not counted as agent goat goat did go above a billion goat is

like goat is a crossover between it's more of a meme coin in my mind and I know you might say that all AI agents are meme coins but to me a true AI agent coin is an AI agent who actually does stuff and has uh wall some sort of like mission to go create content or go do something that that coin there that you're betting on that catching uh whereas like goat was really just like an AI agent launching a meme coin so it feels a little bit different to me where do you guys think AI agent any any predictions for like total market cap for AI agents or individual AI agents think we you think we see an AI agent get to 10 billion I'm calling I'm call I think I think two AI agents get to 10

billion in 2025 yeah I I think the a agent meta yeah I think that the meta continues to get bigger in 2025 as these things start to do a little bit more stuff I don't understand why there's a token associated with any of them I don't think that really makes sense so I think again it's um it doesn't you don't need you can have ai agents and not have a token you don't need the this is what crypto always does we just attach token to everything even if it doesn't make any sense and I think that's what we've done with a agents so like the The Meta probably though just continues and as long as AI agents get popular then the tokens around them will will get worth more it's just how crypto works it's like AI was doing really well it had nothing to do with crypto but there was

crypto tokens attached to them and so those tokens did really well early La early this year I'm sure the same thing will happen here with AI agents I think we will see a emergence of um AI agents which needs token to exist and they will find ways how to benefit from using onchain and doing onchain activities and like we are yet to explore all all all the opportunities here we still haven't unlock like everything but I think this can be pretty huge and that's what we are about to discover in 2025 the real unlock of crypto and AI agents is AI agents just using crypto to like work on the internet right uh like

that's an obvious obvious use case but to them to have Equity of a AI agent like I don't really get unless it becomes like a social token like remember social tokens was a thing years ago where it's like hey I'm going to be this big influencer gonna get really big on Twitter but I'm gonna launch a token and you guys can like get a share of my Reven yeah that's kind of what these are one on virtuals yeah and previously we they were that was actually technically illegal you couldn't really do that it was technically like you were um selling a security uh and so like you couldn't do that maybe that changes now um but again like I don't know I think regulation will improve in the US I don't think they're just going to allow anyone to Just Launch a token and sell

it like that's it's still a security I think things that aren't Securities will become not Securities but I think there will still be Securities laws so I just don't know if this um and then how does that work to an AI I've no freaking idea so it's gonna be a weird gray area for a bit there I think there'll be a big selling of hype around the concept or the promise of AI agents being Revenue generating machines they won't actually do it but that'll be the promise next cycle they'll probably figure out some way to actually return you know the tips they earn on Tik Tok or the gifts right at at this point I think it's all just like somewhere in a white paper but I still think that's enough in a moment of Euphoria for

people to be like this is the next big thing I'm getting an early 1010 billion Mark actually you know what I can see happening Pierce talked about this a little bit how there's like people sending their tokens to these a agents wallets to like get marketing I can see this actually BEC a real thing where big businesses in 2025 actually do sponsorship deals with these AI agents because their followings get so big I can for sure see that happening and so like if they find a way to then tie that into into revenues then sure um like into the token holders then then maybe that's how the market cap goes like crazy or or just speculation around that I don't know but it'll be cool to see that all play out I think we'll see something like Fiverr or upwork where you have all these agents which can like

help you with certain tasks and then you might need a tokens to coordinate the the kind of the people who are contributing to that project or who want access to that token to that agent right those kind of stuff are going to emerge I'm pretty sure it's going to be really interesting an AI version of fivr is crazy this a great idea that's a great idea somebody go make that who's listening to this here's the prediction the most used crypto AI at the end of 2025 will be a milk Road AI that's my prediction little bit of alpha on what but it doesn't have a token let's just be clear we we are never launching a token everybody there is no token if you have gotten any emails Don't Say Never we're not no I am saying

never we're never launching a token because everyone needs to stay safe out there never yes we do not have a milk token but may or not email uh what about what about um the the thing that stands out for me about AI agents is is just the comparison to Pumped up fun and completely agree like my my AI agent predictions have nothing to do with uh fundamentals here and that fact that these AI agents actually uh do useful things and need a crypto token this is all just like I look at pump. fun and what happened in 2024 and wow like absolutely mental makes no sense kind of scary in what way we ended up the year H and then I look at AI agents and two things stand out for me one I think great investment opportunity in the

picks and shovels of AI agents because you can invest in virtuals or 16 Z Dow uh these AI agent creators these AI agent protocols that are allowing you to launch those um so I think that's that's a big opportunity and then I also think that like we really we're so early still we only have like I don't I don't know like few I think like a few hundred I mean on cookie I got cookie. fun up right now they're only tracking 335 AI agents now I don't know what their uh criteria to track an AI agent is but like 335 AI agents is nothing compared to the amount of tokens laum fun to remember about AI is a year is a very long time for AI like crypto protocols like defi stuff whatever that grows

literally in terms of its improvements right like Unis swap has had V2 and then V3 and then V4 so it's gotten better over the years but it's taken what five six years for it to come out to V4 I think we're at right now these AI agents are going to get smarter and they already are getting smarter and more useful like daily and that's only going to escalate and that's going exponential and so what AI agents can do today versus what they'll be able to do near the end of 2025 is going to be mind-blowing and I don't think anyone's ready for that and so like if you talk about where the biggest growth sector can be if AI really does continue to improve at the pace it is it's for sure in this and like what we know of AI agents today is going to be completely

different in a year from now so there's definitely opportunity in there okay love it okay let's let's wrap with I going to give everybody a chance we have we have all written our 2025 predictions and if you guys don't already subscribe to the newsletter go subscribe uh because you can read all of our predictions in the newsletter but I want to give everybody a chance to give one more prediction one more prediction it could be uh a prediction that you want to give some piece of advice to our audience could be a fun prediction Old Man River I know you got some funny ones in yours so uh feel free I'll give everyone a chance to give one more prediction uh Old Man River I'll start with you first I want to because I didn't get to give my big narrative I want to give my big narrative oh you

it's a weird one and it's shot in the dark but I think memecoins are moving to bitcoin Network and there's going to be something weird go on there for a couple weeks that's my that's my next big narrative I guess they did it with nfts they did it with l2s it makes sense yeah that's smart actually that's funny it'll be very shortlived but there will definitely be some Alpha there that's a good one I like that that'll be one where if you if you are in the trenches and you catch it early you could do incredibly well but most people will catch it two weeks or a month in and it'll be too late I got a prediction to go on that if that happens the Bitcoin Reserve that was going to happen gets shut down because just [Laughter]

idiocracy let's hope that doesn't happen actually okay uh sh you got Old Man River you got one more for us throw like a fun one in there I I think that the Super Bowl in 2025 will have three different crypto ads in it or more nice okay we can we can we can test that one soon we I think two is the the current was the record maybe but no there had to be more than two in 2021 there was FTX I think there was coinbase depends if you count Toro but I think they were I think there was five I think there was five well there was also like B yach Club made an appearance but it wasn't a commercial yeah there was a bunch well I mean there was like what

zero was it last year or two years ago zero year zero yeah this year yeah anyway good one all right all right chief chief NP give us one more before we let you go I think that multiple layer ones will have fly diluted valuation above 100 billions and I'm not talking about Solana or ethereum I'm talking about the new layer ones that emerged in the last two years so like the seies and the Aptos and those yeah bit tenser Celestia all these kind of guys'll be multiple so you're not counting B&B salana what about like Tron Avalanche no okay so

just the new new ones yeah yeah not the dino coins okay okay I like that one shivi what do you got for us all right I got a piece of advice that I wish I had I probably was given it a million times I wish I had to listen to it make a plan to sell and if you don't subscribe to Pro or you don't have the abilities to figure out price targets that are actually going to be hit just go with time just just time base it because then hands off do it over a year 10 months if you need to so little bits as you go along it will just stop you from getting wrecked and it'll give you money to invest as the market dips place for the love of God I don't know what date this podcast goes out but

we actually have a pro report all about selling based off time right around whenever this recording goes live so kind of combines the two there uh Chevy so well done I'm very intuitive I keep telling you this and with your lighting you look like you have a great tan too Mr Boss Man let's go to you yeah so I have two real quick I think first Bas surpasses all L1 chains to become the number one chain in daily active addresses daily transactions and Dex trading volumes so right now salana has absolutely owned that uh one of my predictions last year was that salana would become number one in all these and it did um and so I I nailed that one and now I'm going to bet that base flips salon on all these all these metrics the most important ones um

so that's my first one I got to pause you there for a sec give us a coinbase coinbase stock prediction what do you think for for coin oh by the end of the cycle I think it hits a 500 $500 billion market cap uh it is currently sitting at 75 billion so if you want some Alpha our Pro members know this they've been all over this I've been screaming at this for weeks now I think coinbase might be one of the best performing I actually think the best risk for W bet this cycle is coinbase not Bitcoin not eth not Soul at this point at this you think you think coinbase like well well outperforms both eth and soul yeah correct I would love it it's way smaller than all of them right it's like half the market cap of salana so it it can

move much easier and it actually has access to Capital ons where doesn't yeah and it's just very well misunderstood from Wall Street uh okay hold on my last one is uh Doge becomes the first and only meme coin to reach A1 billion market cap this cycle does it get an ETF oo didn't think about that one but probably I don't know I think I think I could see Doge getting an ETF I I'll I'll make that prediction I think Doge gets an ETF but yeah I think elon's gonna just crush the government like do wil well is what I mean by Crush uh next year and the better he does the more Doge rips um so I think Doge goes to to a dollar what what did Elon do he he he

took Twitter staff and cut it down by like 70% or something like that and now he's basically got the same mandate for the government with the Department of governmental efficiency Doge like talk about pumping Dogecoin immediately Chief NOP I feel like you were gonna say something about coin were you if you were feel free to jump in on that my prediction is that coin will be listed uh S&P 500 and it will be the among top five performers over the whole year of 25 both of us bullish coin look at this okay okay right now tal is sitting there right now going [ __ ] I got to put a bunch of money in the coin right now

well already done it liking all this nice uh although there's one other stock that will outperform coinbase or might outperform coinbase anyone know what that is Tesla yeah 100% my weed socks [Laughter] no probably not okay chief NP you got a oh actually you already did you already did your last prediction so I'm I'm last up I'm gonna say here's here's here's my prediction and this isn't really a prediction um this is more of a piece of advice is most people will fail to take profits despite this being one of the craziest years in crypto despite it being a huge

opportunity despite the fact that everybody listening is going to increase your wealth cons considerably most people will fail to take profits so here's what I'm going to do everybody listening I'm GNA give one of you a pro subscription because we've talking about it so much today so if you comment on YouTube I'm gonna pick one person who comments on YouTube to and during for this episode and I'm GNA gift you guys a pro subscription one of you guys so comment that you want Pro or comment anything and your prediction for 2025 comment a prediction comment which one of us you trust the most which one of us you think is the best predictions and and I'll pick one of you and I'll give you a pro subscription I'll gift that to you myself for the year I'll pay for for the year and uh I

think it'll it'll be the best way to help you take profits and that's why I'm GNA do that for you guys are you actually gonna pay for it or you just gonna give a discount because I want to know we getting these revenues or what's going on here just like you run this like a caught in the weeds let's caught in the weeds all right don't worry did you get this approved by the GM or what the [Laughter] back okay Jets thank you so much for joining us what we're going to do is we're going to do this again a year from now and we're going to do a recap and see how we all did and score us all but until then everybody have yourselves a happy holiday have yourselves a happy New Year and best of luck to all of you in 2025 thanks to the team shout out

have a wicked awesome day everybody thanks for listening in as always if you liked today's episode please hit subscribe and make sure you follow us so you don't miss out on the next one there's also a link in the description to our free 5 minute daily newsletter where we simplify crypto for you while making you laugh and if you're willing to step up your crypto investing game we're going to also leave a link for milk Road Pro you get access to our portfolio where you can see exactly what we are buying this is your number one resource to help you invest successfully in crypto one final note this show is for educational purposes only and nothing we say is financial advice investing in crypto or any asset is

risky and you should never invest more than you can afford to lose thanks so much for listening in my friends have a wicked awesome day