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