The Secret War That Could Make Ethereum Explode w/ John Gillen

**John Gillen** (0:00)
Ethereum is going to be a trillion-dollar market cap asset much sooner than people realize, because the total addressable market and the huge amount of demand that capital has for a alternative that is incredibly neutral and censorship-resistant, open, permissionless and secure is huge.

**LGD Set** (0:14)
What's up, everybody? It's LGD Set here, and welcome to the Milk Road Show, the daily crypto show that is waiting and almost kind of hoping for an AI crash. We just want to be right about something during this bear market.
Actually, I don't hope that doesn't happen. I hope it just rotates slowly. Anyways, today is June 29th, 2026 Did you know that 80% of the crypto companies are about to be kicked out of Europe? I just found this out like five minutes ago, and apparently it's kind of good news for Ethereum. John's on the show. He's going to explain that one to me and also go over the digital credit capital framework, which is Michael Saylor's latest tool to kind of manage the somewhat seemingly mess that strategy is in right now as Bitcoin prices kind of wavered and so do their stock prices. And before we start, I just want to point out that we made 12 trades last week, not me personally, but our analysts in Milk Road PRO, they went off. I thought it was going to be a quiet week after the week before they did one trade total, but they went absolutely berserk. They bought things like healthcare stocks, software stocks, even more of those AI bottleneck stocks and all that after buying Micron, Nebius, Bloom Energy way back in March and making tons of profit on it. They are not done yet. If you want to see their buying next, it's just a dollar to get it at Milk Road PRO. And yes, John actually bought something last week as well. Today's episode is brought to you by Bitget Stocks 2.0, worth real liquidity, real dividends.
John, what's going on, man? Happy Monday.

**John Gillen** (1:31)
Happy Monday, LG. That was quite an introduction. So thank you for that.

**LGD Set** (1:35)
I'm ready, man. I'm ready to finish the first half of this year. Okay, like weird. This is worth the end here. H2 will hopefully be better, even if it's worse at first.
But I'm excited to get into the second half of the year.

**John Gillen** (1:49)
Yeah, me too. I think there's a lot of things to be bullish on. There's a lot of news in crypto today. And yeah, I'm really excited about what the second half of the year is going to bring.

**LGD Set** (1:58)
Well, the first thing that I talk about is something. It's not that sad. It's really not that bad. I'm not going anywhere. But this is my last week doing the crypto podcast. Okay. I've been here since October. I'm not going anywhere. Still Milk Road. Just fucking relax for a second. Okay. I'll still be here on Mondays. John, we're still going to do our episodes on Mondays, you and me. So I'm going to quiz you on what's going on in the market because I still love crypto. I'm still going to be doing that. But I'm going to be moving more to the AI side. Right after I said, I hope it all crashes. That's what we're going to be focusing on. We're going to do more episodes there. We've been doing a lot more deep dives with our analysts, Melvin and Vincent, and we've been kind of like quizzing them on a lot of the stock picks that they like. I'm going to focus there. John is going to be here with you guys every day. He's going to be doing a lot more of our guest interviews, probably doing some deep dives of his own as well. So you might see me back to interview John on some of those. He's going to continue on with our excellent guests or great experts.
And I just want to say thanks for welcoming me into your earbuds on your commute or your gym time or late night when you can't sleep and you're listening to crypto falling, crypto crashing.
It's been a great time. I'm sure I'll still fill in for John once in a while. Like I said, I'll still be here Mondays. But John, you're the man now, dog. This is your show from here on out.

**John Gillen** (3:08)
That is a very old and very ad for reference. But yeah, LG, I'm really excited to be doing more crypto episodes.
And I'm looking forward to seeing what you're going to be doing on the AI channel. And just there's so much going on and so much changing. One of the things I love about Milk Road is that we are really great about staying current with what's going on and adapting. And I think a lot of other channels or content creators struggle to pivot, to adapt, to grow and to expand. But I've loved that about Milk Road ever since I've joined. And so I'm really excited about all of this. It's going to be really good.