Bitcoin Hits $80K… Is the Next Crypto Bull Run Starting? w/ John Gillen
Speakers
John Gillen
— Co-Host, Milk Road Macro
Summary
Bitcoin tests $80K resistance repeatedly. John Gillen is cautiously bullish but waits for breakout confirmation. He holds Bitcoin and Ethereum long-term and is bullish on Chainlink. Major catalysts include tokenization and regulatory clarity, while oil supply disruption adds uncertainty.
- Bitcoin reached $80K and held, showing strength.
- Bitcoin dominance above 60% for first time in months.
- Altcoins like Ethereum lagging behind.
- John Gillen remains rangebound but tilting bullish.
- DTCC and NYSE tokenization pilots are bullish catalysts.
- US strategic Bitcoin reserve announcement expected.
- Oil supply disruption from Iran conflict could worsen.
- John Gillen is long-term bullish on BTC, ETH, and Chainlink.
Trade Ideas
Bullish long-term on Bitcoin and Ethereum.
I'm extremely bullish on both Bitcoin and Ethereum. They're both long-term buy and holds for me. There are different theses behind both assets, but they are both strong. I'm comfortable waiting for the thesis to play out.
Chainlink is extremely underpriced infrastructure.
Chainlink will be an essential part of global information infrastructure and various other infrastructure related to digital assets. It is extremely misunderstood and extremely underpriced. Institutions like Bitwise and Grayscale are beginning to educate people about its value.
Up Next
This Milk Road Macro video, published May 04, 2026, features John Gillen discussing BTC, ETH, LINK. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: John Gillen · Tickers: BTC, ETH, LINK