🥛 The bull market is back! 📈

Here’s what we’ve got for you today:

On Sept 23, Milk Road's Martin sits down with Alumni Ventures to talk about blockchain and private markets. Save your free seat here.

Prices as of 2:00 p.m. ET. Powered by CoinGecko.

NO ARGUMENTS THIS WEEK - WE’RE BACK BAAABY! 📈

Every Monday, the team gets on a call to work out what we're watching for the week. As always, you get the fly-on-the-wall version.

This one ran twelve minutes.

John opened by saying there wasn't much to talk about, because we're in a bull market, so everything's fine.

… then he talked for ten minutes straight.

The call was short for the same reason it's worth reading: the bear argument that has defined crypto all year just ended.

This morning Benjamin Cowen, one of the most-watched analysts in crypto, posted "I was wrong," after he'd spent most of 2026 arguing Bitcoin's four-year cycle had one more leg down in it, and would bottom in early October 2026.

John's been on the other side since February, mostly because of how crowded the trade got. When every analyst points at one date, the market tends to get there first.

He didn't take a victory lap though. "Ben isn't as wrong as everybody says he is. He's been buying since July, too."