According to @MilkRoadDaily, a new episode with @TrajanKing lays out eight time-stamped market catalysts for traders: U.S. government shutdown mechanics (02:20), the impact of a macro data blackout on potential Fed rate cuts (09:00), why BTC is lagging (16:20), updates on Nexo (23:08) and Figure Markets (23:42), what’s coming in 2026 (24:17), prepping for black swans (26:10), and a Bitcoin and crypto thesis to 2030 (32:20), source: @MilkRoadDaily. According to @MilkRoadDaily, the discussion frames a bullish long-term crypto outlook alongside U.S. debt spiral concerns, emphasizing risk management and positioning into the 2026–2030 horizon, source: @MilkRoadDaily. According to @MilkRoadDaily, the post provides actionable timestamps so traders can quickly review macro catalysts and align BTC and broader crypto exposure with the highlighted themes, source: @MilkRoadDaily.

According to @MilkRoadDaily, the episode outlines six investable crypto trends for the next decade: fintech + crypto convergence, crypto capital buying real businesses, DeFi becoming a platform game, super apps, miners pivoting to AI, and why ZK proofs matter for Ethereum (ETH), providing traders a roadmap for positioning; source: @MilkRoadDaily. Figure Markets and Nexo are cited as case studies within the fintech-crypto merge, focusing trader attention on compliant on-ramps, lending, and brokerage rails that can drive token liquidity and integration headlines; source: @MilkRoadDaily. The rundown includes Top DeFi Tokens to Watch Now and DeFi Is Becoming a Platform Game, directing traders to track leadership shifts among platform-layer protocols through liquidity, volumes, and integrations; source: @MilkRoadDaily. The ETH segment Why ZK Proofs Matter for Ethereum highlights scaling and L2 adoption as core catalysts for ETH and the broader ZK stack, suggesting attention to roadmap milestones and usage metrics; source: @MilkRoadDaily. Coverage of Why Miners Are Pivoting to AI and Can Miners Compete in AI frames a cross-asset narrative where power capacity and compute demand can influence miner-linked assets and crypto infrastructure plays; source: @MilkRoadDaily. Segments on Super Apps and Robinhood vs Crypto Protocols stress UX and distribution as competitive moats, guiding evaluation of exchange and wallet-linked tokens via user acquisition and retention trends; source: @MilkRoadDaily.

According to @MilkRoadDaily, roughly $1.6B in crypto positions were liquidated in the latest drawdown, which they characterize as a leverage flush rather than a market top. source: @MilkRoadDaily They highlight trading-relevant segments—Panic or Not, Why the Dip, When to Worry, Figure Markets, Nexo, What’s Next, and Market Structure Shift—signaling a focus on concrete risk triggers and structure-based timing. source: @MilkRoadDaily They state they are not panicking and view the move as a setup for something bigger, directing traders to the 00:00–39:04 timestamps for positioning context and next steps. source: @MilkRoadDaily

According to @MilkRoadDaily, an interview with Ether Machine’s Andrew Keys and Andrejka Bernatova presents a bullish ETH (ETH) thesis that DATs could become the primary institutional on-ramp to buy ETH via public markets. Source: @MilkRoadDaily on X, Sep 11, 2025. The discussion covers ETH vs BTC positioning, why ETH may be used for corporate treasury, and detailed explanations of DATs and the Ether Machine model. Source: @MilkRoadDaily on X, Sep 11, 2025. Platforms and structures cited include Figure Markets, KGeN, and SPAC mechanics as potential pathways for public-market exposure to ETH. Source: @MilkRoadDaily on X, Sep 11, 2025. The hosts flag a potential DAT boom, outline what public markets could mean for ETH, and review risks specific to DAT investing. Source: @MilkRoadDaily on X, Sep 11, 2025. Trading relevance: monitor announcements or listings of DAT vehicles, SPAC-related developments, and corporate treasury adoption signals as possible catalysts for ETH liquidity and price discovery as described by the speakers. Source: @MilkRoadDaily on X, Sep 11, 2025.

According to Crypto Rover, significant SOL token unlocks from FTX have commenced, with major holders such as Galaxy Digital, Pantera, and Figure Markets receiving and liquidating substantial amounts. This activity could impact SOL's market liquidity and price volatility.