This One Catalyst Could Ignite Crypto’s Next Rally

**John** (0:00)
You lean in at these moments, when the market attention and capital are elsewhere, and devote more time and attention to crypto, because the thesis has never been stronger, the opportunity has never been better, and your ROI on your own personal education and investment of time and attention in crypto right now, is never gonna be stronger than this.

**LG** (0:17)
What's up, everybody? It's LG Doosed here. Welcome to The Milk Road Show, the daily crypto show that always switches hosts at the very top or the very bottom of the market, and you, the audience, have to figure out which is which. Today is July 27th, 2026 It's a busy week in the Macro and Crypto, with the FOMC meeting this week and a new, revised and combined text of the Clarity Act coming to the floor maybe soon. But does a dip in the stock market indicate a bigger issue globally? And are we yet again seeing signs of a clear bottom in crypto as some protocols finally capitulate? I'm back to host just this special Monday episode so we can turn the mic back onto your favorite crypto host. And if you want to see what John has in his portfolio and what our analysts are buying, and also what John might have on his watch list when it comes to alts, as we bought them, all of that is in Milk Road PRO. It's a dollar for a trial for seven days at the link below. And a reminder that our podcast today is free, and it would not be possible without our partners at Securitize, the regulated rails for tokenization. So keep an eye out later in the show for a message about them. John, what's up, man? I feel like I haven't seen you in weeks. What's going on?

**John** (1:21)
It's been a while since we talked. When we don't do these Monday episodes together, I feel like we just don't get to catch up enough.
But I'm doing well, man. It's been a really interesting time in the crypto markets. I've got to do some really cool podcasts in the last couple of weeks, and I'm just excited for what the rest of the summer brings.

**LG** (1:36)
It feels like I moved away to go to school in a different town. You know what I mean? It feels like we're in college for a year or two together, and now the college year ended, and I'm like, I got to move to Albuquerque to go to some other random college, and we'll see each other sometimes on weekends. But it's not going to be the same. We were like roommates before, and now we're across. And I went to go do something weird and different in AI, but I always want to come back and hear what's going on with you guys in crypto.

**John** (2:06)
This sounds like the plot of a John Hughes movie, but sure, that works for me. Why not?

**LG** (2:15)
Did you just tell me that being in crypto is like being in detention? Because that would be pretty accurate right now.

**John** (2:20)
Sometimes it feels that way, but I think we might be getting out of detention soon, which I'm really excited about.

**LG** (2:24)
So yeah, I want to ask you about that. But as you know, I've been very focused on AI and I haven't had the chance to really keep up with Clarity Act. FOMC is also this week. So I do want to talk macro stuff.
So we have a lot to cover on one show. Like I said in the intro, there's a bigger dip in the market, maybe a bit of a bigger scare. So maybe you can tell us a little bit more about that. But I think a good place to kick off, John, is maybe what people will probably point to as maybe one of the larger fears that's scaring the market right now, which is the FOMC, right? Where a lot of people have said, hey, listen, there's no way he's gonna raise hike rates, but maybe that's what the market is afraid of. But you're the expert, you tell me what to expect this week.

**John** (3:06)
Yeah, well, I don't think he's gonna raise hikes, but he might hike rates. So yeah, there's a few things going on in the markets right now that are spooking people. I'll kind of like back up and frame some of this. But so first of all, with AI, I think that is a big part of the macro landscape right now. And a lot of people are concerned that the Chinese are gonna start manufacturing their own chips and so there's a lot of fear in the semiconductor sector right now. And then there was also this KimiK 3.0, I think it was called, that kind of got to near, not at, but near frontier performance with very low costs. And so that's put this big question mark generally over a lot of future earnings and the valuations for a lot of things in the AI sectors, particularly in the United States and US markets. I think that these fears are overdone. But while that digests, I think there's just some uncertainty there. The other thing is that the war in Iran had kicked off again, and conflict had resumed there up until the last couple of days, where now it seems like both sides have ceased hostilities and things seem to be normalizing a little bit. Oil had, when the ceasefire had gone into effect, and it seems like the conflict was over, oil had gone down to around 70 bucks. And now once the conflict kicked up again, it got back up to $100.