“Of Course It’s Time To Buy”: The Bull Case Nobody Wants To Hear w/ John Gillen

**John Gillen** (0:00)
So while we're still in this bottoming process, while we're still in this range, I don't feel a big rush to get off the sidelines with all my capital into crypto again. And I'm just gonna kind of see what happens this summer. I think we've got another couple of months before we're gonna start seeing people front run the expected bottom in October. I think that's when everyone thinks Bitcoin will bottom, and they're gonna start making a more fulsome allocation of digital assets in Q4. Because everyone is planning to do that, I think that the market is gonna front run that. So I think we will see the actual bottom prior to Q4 this year.

**LGD Set** (0:29)
Well, what's up, everybody? It's LGD Set here, and welcome to The Milk Road Show, the Daily Crypto Show. They can't decide if it's time to top-last Micron or bottom-last Solana, and it's probably just gonna stay sidelined instead. Today is June 22nd, 2026 Earlier today, at 6 a.m., my time in our Creator Huddle, which I somehow get up for, our crypto writer, Chevy, asked John if it was time to buy tokens. And what followed was an absolute bomb going off as John sucked in breath to unleash an absolutely wild and bullish response. Of course it's time. We'll get his usual thoughts on the state of the market, the state of the macro, and even find a little time to look at the Milk Road portfolios on today's episode. Also, before we continue, Milk Road is hiring an investment analyst to uncover the biggest opportunities in AI, robotics space, biotech, emergent tech, anything else that you like that's part of the future. We want somebody who's going to research companies, maybe put out some high conviction thesis, share a portfolio along with our other analysts. If you think this is you, check out the link in the description. If you think this is someone you know, definitely send it to them because we want you guys here. Today's episode is brought to you by BitGet, Stocks 2 with Real Liquidity, Real Dividends, and Nexo, Earn Interest, Borrow and Trade Crypto.
John, happy summer, bro.

**John Gillen** (1:39)
Thanks, LG. It's good to be here.

**LGD Set** (1:41)
What did you do to celebrate the Solstice?

**John Gillen** (1:44)
Nothing particular. I mean, I don't really do anything to celebrate the Solstice. I might get some ice cream at some point. I don't know. What do you do to celebrate the Solstice?

**LGD Set** (1:53)
New York is full of all these parades and weird little niches of people that want to do their prayers to the sun gods and all that kind of stuff and stay out all night for the shortest night of the year. Is that not true?

**John Gillen** (2:05)
It's nice to talk to you again, LG. How are you doing? When was the last time you were in New York?

**LGD Set** (2:09)
I guess they drained their animal spirits on the Knicks win a couple of weeks back. I don't even know when that was. It feels like a long time ago. I want to see how long I can go without actually talk about crypto in today's episode, but we should get into it pretty soon. I'm doing well. Thank you.
I was at the beach last night, and I escaped right before the silent disco started, which is about 50 people wearing headphones, all listening to the same thing. I think that was for solstice, but I didn't stick around to find out. Let's put it that way. I needed to get home and prepare for the week that was at Milk Road, sir.

**John Gillen** (2:39)
Okay.
You know what? Cool. Sounds neat-o. Sounds terrific.

**LGD Set** (2:46)
That's the state of things up here in Canada. John, let's get to the part that actually teases people.
Listen, this morning, we do this meeting and it's in the 30 minutes before the market opens. Usually, as long as you and I have been doing these shows, and since we've been running this meeting, it's usually pre-market for stocks. Usually, it looks good, although often it's looked bad as the Iran deal has fallen apart, which is the same story we've had for 10 or 11 weeks, and yet the market has continued to go up. But crypto, we've stagnated. What's funny is that although we talk about this exact question many times on the show, it did seem like it really struck a nerve for you today when Chevy, who writes our newsletter, does a fantastic job, also writes the X account for Milk Road.
He asked you, he was like, John, do you think it's time to buy tokens? Which is hilarious because I feel like we talk about that all the time on the show, and you've answered that many times. Many of our guests have answered that, but you seemed particularly enthralled this morning, John.