In this episode of Endgame, Milk Road’s Co-Owner and Head of Research, Kyle Reidhead, joins Amanda Cassatt to share his take on how crypto works today, across markets, media, and the broader tech cycle. Kyle outlines why he thinks crypto cycles follow global liquidity rather than the Bitcoin halving, and why he believes the surge in AI infrastructure spending could stretch this bull market longer than most assume.
He also describes his perspective on how information moves through the industry, from the early signals on X to why he prefers creators and analysts who hold crypto over those who don’t. This episode dives deep into Kyle’s own mental model of markets, media, and where he thinks the next phase of adoption will come from.
Timestamps:
0:00 The Milk Road Origin Story
5:00 Building a Fun Crypto Newsletter
10:00 Crypto Transparency & Accountability
15:00 Prediction Markets & Market Accountability
20:00 Bull Markets, AI, and Liquidity Cycles
25:00 AI Buildout & the Future of Tech Infrastructure
30:00 AI Usage Explosion & Computing Demands
40:00 Speculation on Space & the Future Beyond Earth
RESOURCES:
Follow Milk Road: https://x.com/MilkRoad
Follow Kyle: https://x.com/KyleReidhead
Subscribe to Endgame: https://www.youtube.com/@endgamepodcast Amanda on X: https://x.com/amandacassatt
Serotonin on X: https://x.com/serotonin
Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd
Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440
Substack: https://substack.com/@amandacassatt?utm_source=about-page