“The Last Best Chance to Buy” Bitcoin Could Be Here

Watch on YouTube ↗  |  September 06, 2026 at 13:00  |  14:42  |  Milk Road Macro
Speakers
John Gillen — Co-Host, Milk Road Macro
Melvin — AI Writer / PRO Analyst, Milk Road

Summary

John Gillen explains why he deployed cash into AERO and UNI on their distinctive DeFi catalysts, and frames a likely Bitcoin/Ethereum pullback as the last best chance to buy before a new bull market. The AMA also covers Solana positioning, the Clarity bill catalyst, and a debate with Melvin and m0xt on whether capital rotates between AI and crypto.

  • John bought Aerodrome (AERO) on Coinbase tokenized stock liquidity and Velodrome merger catalysts.
  • John added Uniswap (UNI) on Robinhood order flow and buyback/burn demand.
  • He expects Bitcoin to pull back to 74-75k or possibly 65-70k and Ethereum to 2,200-2,300 as potential last best entries before bull confirmation.
  • He wants to add Solana after tokenomics proposals improved.
  • The Clarity bill vote on September 15 is a low-odds but potentially bullish crypto catalyst.
  • Melvin sees AI as a safer long-term performer than crypto while m0xt prefers risk/reward outside crypto for now.
  • John remains bullish on both crypto and AI in an intact everything bull market.
Ideas
John Gillen Co-Host, Milk Road Macro 0:34
Aerodrome benefits from Coinbase tokenized stocks.
John bought Aerodrome Finance because Coinbase launched tokenized stocks with Aerodrome as liquidity provider, driving rapid growth. He argues this is unique because the tokenized stocks represent actual equities like Alphabet, Meta, Google, and Nvidia, and the planned Aerodrome-Velodrome merger adds more near-term value drivers.
AERODROME HIGH
John Gillen Co-Host, Milk Road Macro 1:11
Uniswap has organic buying and burn support.
Uniswap has a value driver independent of Bitcoin beta: organic buying pressure from Robinhood trading activity routed through Uniswap plus its buyback and burn mechanism, which is driving price and speculation higher.
UNI HIGH
John Gillen Co-Host, Milk Road Macro 3:35
Buy Bitcoin and Ethereum dips before bull.
John sees a likely Bitcoin pullback to around 74-75k or possibly 65-70k, with Ethereum possibly reaching 2,200-2,300. He frames this as the last best chance to buy before a higher low, a reclaim of 82-83k, and a new multi-year crypto bull market, so he plans to deploy cash and accumulate.
BTC ETH HIGH
John Gillen Co-Host, Milk Road Macro 5:23
Solana tokenomics improved; buy the weakness.
Solana passed proposals that improved tokenomics, the setup looks strong while bearishness remains high, and John wants to add to his position on weakness.
SOL MED
Melvin AI Writer / PRO Analyst, Milk Road 9:18
AI safer long-term than crypto.
Melvin sees capital rotating between AI and crypto as speculation shifts, but AI has real earnings and hundreds of billions in infrastructure spending while crypto is more dependent on liquidity and speculation, so AI is the safer long-term performer and should outperform crypto.
AIQ MED
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This Milk Road Macro video, published September 06, 2026, features John Gillen, Melvin discussing AERODROME, UNI, BTC, ETH, SOL, AIQ. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: John Gillen, Melvin  · Tickers: AERODROME, UNI, BTC, ETH, SOL, AIQ