Kyle Reidhead | Milk Road

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Kyle Reidhead | Milk Road

Kyle Reidhead | Milk Road

@KyleReidhead

co-owner: @milkroad🥛 co-founder: @Impact3Growth 📈 chasing: surf & sunsets 🏄

Podcast & Newsletter → Katılım Eylül 2020
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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
Here's how I can help you: Looking to invest & stay on top of crypto & macro? Check out @milkroad at milkroad.com/kyle/ Building in crypto and need crypto-literate marketing & PR? Check out @Impact3Growth at impact3.co I own both companies. Both teams are cracked. They will help you win. If you're not satisfied with either service, dm me personally and I'll make sure you are Otherwise, follow me @KyleReidhead for takes on markets, crypto, building businesses and a winning mindset LFG 🫡
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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
Trillions in institutional capital has been sitting on the sidelines waiting for one thing: The CLARITY Act, which appears to be heading to Senate markup this month. When it passes, tokenization goes from $20B to $100s of Billion and becomes a structural shift in how global finance works (if its not already) Grayscale projects $1-2T in institutional inflows by 2028 once the framework lands It's funny, because crypto / onchain finance hasn't really caught on within tradfi yet, even though it's clearly a superior "software" upgrade to financial rails Once you look at blockchains from the lense of a software upgrade, which settles much faster, is way cheaper, way faster, global and transparent, it's very easy to see why this is inevitable. The infrastructure's there and the capital is ready. Regulation is all we need to send this into hyper adoption mode
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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
Tesla's robotaxi rollout is going to be faster than anyone expects. Here's why: Every other company building autonomous vehicles has a chicken-and-egg problem. They need cars on the road to collect data. But they need data to make the cars safe enough to put on the road. Tesla skipped that problem years ago. There are already over 7 million Teslas driving around with Full Self-Driving hardware. Every mile driven feeds the training loop. The model improves across the entire fleet simultaneously. In real time. Cybercabs start production this month (from what we're told?) But Tesla doesn't have to wait for a factory to ramp up. Owner-operated Teslas are already sitting in driveways. Owners could eventually opt into the network too. Tesla flips a switch and a city has a robotaxi fleet. The rollout looks like this: - City gets Cybercabs as Tesla scales manufacturing - Owner-operated FSD vehicles fill the gaps in the meantime - Network density compounds faster than any competitor can match Waymo took 15 years and billions of dollars to reach 3 cities. Tesla could be operational in dozens before Waymo hits 10. The distribution network was already built by the customers who bought the car. Unsure when this starts, but it very well could be this quarter. This is one of the things im most bullish on right now I'm also a Tesla owner so really hope this happens soon so I can send my idle car to work for me while I write this thread!
Cern Basher@CernBasher

x.com/i/article/2042…

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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
Most people are looking at Anthropic's $30B ARR and thinking: that's a big number. They're looking at the wrong thing. The number matters less than the shape of the curve. $1B ARR in December 2024. $9B in December 2025. $19B in February 2026. $30B in April 2026. A company that doubles in 16 months, you can model. A company that adds $11B in two months breaks the model. Every projection you run ends up too low. The Ramp AI Index usage chart tells the same story from the adoption side. Anthropic's business usage climbed 4.9% in a single month, while OpenAI's dropped 1.5%. OpenAI went from $2B ARR in 2023 to $20B by end of 2025. Everyone called it the fastest-growing company ever. Anthropic went from $1B to $30B in 16 months. Maybe one of the greatest runs ever for a company?
Kyle Reidhead | Milk Road tweet media
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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
sure, but how many of the interventions are edge cases like parking in a specific parking spot, in a garage, etc. From point a to b - I never have a disengagement. For small details to end my trip, thats 99.9% of all disengagement - which none of those are needed for a robotaxi where it's dropping you off rather than parking in your garage or a specific spot I think robotaxi service is a lot closer than people think
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JustGiveMeAGreatL2
JustGiveMeAGreatL2@betastuff1999·
@KyleReidhead Kyle, I use FSD everyday and like it. I also understand math and statistics. What is great L2 for a driver is still nowhere good enough for L4. FSD is about 60 hours per intervention. Needs to get to 1000 to equal humans. That's more than 10x improvement required
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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
I use my Tesla FSD everyday and never touch the wheel or pedals - literally ever It just drove me from Toronto Canada to Florida and I never touch it once I see your pfp that you dislike Elon for whatever reason - dont let your judgment of a person bring you a bias into the reality of the technology
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JustGiveMeAGreatL2
JustGiveMeAGreatL2@betastuff1999·
@KyleReidhead Hey Kyle, if that was true why are there only 9 unsupervised robotaxis in all of America and Tesla has not even started the process of applying for autonomous rides in CA? Tesla has an "FSD is not good enough" problem because HW4 lacks sufficient memory.
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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
Global VC just had its biggest quarter ever. $300B raised in Q1 2026. That's not a full-year number. That's 90 days. And almost all of it went to one place. $240B went to AI firms. More than AI raised in all of 2025. In a single quarter. The mega-rounds account for 65% of the entire $300B: - OpenAI: $122B - Anthropic: $30B - xAI: $20B - Waymo: $16B Unbelievable, but the contrast nobody's talking about: Crypto raised just $5B in Q1. Down 16% year-over-year. AI raised 48x more capital than crypto in the same quarter. One of these asset classes is EXTREMELY underpriced right now Not even just VC, even the liquid token market is very underpriced in some sectors AI still has plenty of growth, but I think crypto is where the real opportunities live right now
Kyle Reidhead | Milk Road tweet media
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
BREAKING: Tesla has announced that FSD (Supervised) has officially been approved in the Netherlands and will begin rolling out to customer cars shortly, marking the first country in Europe to get approval! This clears the path for approval in other European countries. EU-wide approval could come as soon as this summer.
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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
In general finance is not really meant to be all that "exciting" there is plenty of innovative and valuable things created in crypto, like stablecoins, global lending markets, perps, etc. These are all extremely impactful to people and companies all around the world but are they "exciting" to most people? Not really all of the "exciting" things created in crypto failed, because they were based on speculation and thus were unsustainable I think this is the wrong question to ask it should be, is there anything useful built in crypto? and the answer is many. The answer is that onchain capital markets and financial services are completely upgrading the financial system for people all around the world most people don't really care about that - but I sure do
Artem Chystiakov@Arvolear

Is there anything exciting left in crypto?

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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
Going to change? We adapted a long time ago to help legit onchain finance companies bridge their positioning and comms to the traditional finance world “Crypto marketing” is dead and has been for a while (to anyone paying attention) Crypto is just a tech your company uses, it’s not your company Too many companies in crypto have not figured this out yet You need marketing, not “crypto marketing”
niko@saintniko

i think crypto marketing is going to change quite a bit soon "interning" is dead and shitposting gets old fast when the market isn't turbo sending believe there will be major shift toward substance and narrative building marketers who have a deep understanding of the tech, dogfood their products, and are in tune with ecosystem/builders are best positioned to win

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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
When everyone becomes a doomer Sometimes its just obvious to take the other side Investing is a physiological battle more than anything and especially during times of war and fear, it's hard to remain rationale I can't predict the future by any means (no one can) But I do understand incentives and no one is incentivized to have the global economy go into a severe meltdown Not the USA, not Iran, not any country The only ones who are are the doomer X creators and podcasters who love to sell fear Being optimistic on fear is almost always the right decision
Milk Road@MilkRoad

Damn, did @KyleReidhead call it? (We recorded this yesterday morning) "I don't think it's going to be end of the world like Trump is promising." "Everyone's pretty much incentivized to get rid of this war and to fix things and go back to normal." "The risk reward to me looks probably more to the upside." "So it feels like now's the time to start nibbling."

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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
Our macro channel has been an incredible resource to stay up-to-date on what’s happening in Iran It’s timely and it’s laid out in a simple and understandable way This channel should be a follow for everyone in markets
Milk Road Macro@MilkRoadMacro

HERE’S EVERYTHING THAT HAPPENED TODAY IN THE WAR: 1. The US has sent multiple peace proposals to Iran. 2. Proposals included an immediate ceasefire and reopening the Strait of Hormuz. 3. Iran rejected all US proposals. 4. Iran responded with its own 10 point plan. 5. Their key demand: compensation for war damages. 6. Trump said Iran’s proposal is “not good enough.” 7. He’s holding firm on the Tuesday deadline to reopen the Strait. 8. If not, Trump has threatened to destroy all power plants and bridges in Iran. Big picture: There’s a lot of talk but still no real progress. Negotiations are active but both sides remain far apart on core demands.

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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
The best way to express your AI trade is crypto It won’t always be, but the market isn’t yet connecting the two It’s one of the main areas that AI will impact that the market doesn’t understand The alpha still exists in crypto - even though everyone thinks it’s dead
Kyle Reidhead | Milk Road@KyleReidhead

Most people don't see it yet, but... A bet on blockchains and DeFi, IS a bet on AI The convergence of the two is becoming so obvious as AI agents expand On blockchains, value moves at the speed of light, just like AI does Blockchains are about efficient capital formation and AI is going to be the primary manager of capital formation It's not hard to understand that AI is only going to use money that exists on the best technology to form and move capital Do you really think AI will wait days/weeks for their trade to settle? or pay ridiculous fees to move from one country to the other? of course not! The growth of AI and AI agents will be the catalyst of exponential adoption for blockchains and DeFi Most AI plays are significantly overvalued or priced to perfection Crypto on the other hand has been crushed by the markets recently, but the market is missing how big and how fast a new userbase will arrive - AI I think one of the better ways to invest in AI is to express that trade in top DeFi tokens or specific blockchains

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Kyle Reidhead | Milk Road
Kyle Reidhead | Milk Road@KyleReidhead·
Most people don't see it yet, but... A bet on blockchains and DeFi, IS a bet on AI The convergence of the two is becoming so obvious as AI agents expand On blockchains, value moves at the speed of light, just like AI does Blockchains are about efficient capital formation and AI is going to be the primary manager of capital formation It's not hard to understand that AI is only going to use money that exists on the best technology to form and move capital Do you really think AI will wait days/weeks for their trade to settle? or pay ridiculous fees to move from one country to the other? of course not! The growth of AI and AI agents will be the catalyst of exponential adoption for blockchains and DeFi Most AI plays are significantly overvalued or priced to perfection Crypto on the other hand has been crushed by the markets recently, but the market is missing how big and how fast a new userbase will arrive - AI I think one of the better ways to invest in AI is to express that trade in top DeFi tokens or specific blockchains
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Keşfet

@MilkRoadAI @SawyerMerritt @WhiteCollarExit @m0xt_ @biancoresearch @grok @elonmusk @BarackObama