Crypto May Be Setting Up For A Massive Bull Market w/ John Gillen

Watch on YouTube ↗  |  May 11, 2026 at 18:45  |  44:22  |  Milk Road Macro
Speakers
John Gillen — Co-Host, Milk Road Macro

Summary

John Gillen discusses macro liquidity, bullish crypto fundamentals, and the potential for an altcoin season. He highlights Bitcoin's need for a decisive breakout, Chainlink's strengthening position, and the opportunity to accumulate during bearish sentiment. The conversation also covers the Clarity Act, Trump's China trip, and inflation data as key events to watch.

  • John Gillen is watching Bitcoin for a decisive breakout above $85k before adding to altcoins.
  • Chainlink is highlighted as a fundamentally strong crypto asset with growing adoption.
  • Ethereum is considered a core portfolio asset, not a speculative altcoin.
  • The Korean stock market's rise is seen as a positive macro signal for crypto.
  • Fundamental crypto adoption is at an all-time high despite poor sentiment.
  • The Clarity Act markup in the Senate is a key regulatory event this week.
  • Trump's trip to China and inflation prints are major macro events to monitor.
  • Gillen advises patience and discipline, avoiding emotional chasing of green candles.
Trade Ideas
John Gillen Co-Host, Milk Road Macro 0:00
Wait for Bitcoin breakout confirmation.
Bitcoin needs to show a decisive breakout above $85,000 and hold that level as support to confirm a bull run continuation. Until then, the current price action is a wall of worry without confirmation, and committing more capital to altcoins is premature. He is watching closely for a strong flip of resistance and sustained holding before adding to altcoins.
BTC HIGH
John Gillen Co-Host, Milk Road Macro 15:17
Chainlink is fundamentally strong and growing.
Chainlink is a fundamentally sound, long-lasting business that straddles TradFi and digital assets with a growing moat. It has benefited from DeFi security migrations and projects adopting its services. Despite market apathy, the price is now responding to positive news and fundamentals, making it a strong long-term holding.
LINK HIGH
John Gillen Co-Host, Milk Road Macro 24:12
Ethereum is core portfolio asset.
Ethereum is not an altcoin but an alternative part of the digital asset market that belongs in every portfolio alongside Bitcoin. He already has a sizable allocation to Ethereum and considers it a core holding that will benefit from the macro cycle and crypto adoption.
ETH MED
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This Milk Road Macro video, published May 11, 2026, features John Gillen discussing BTC, LINK, ETH. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: John Gillen  · Tickers: BTC, LINK, ETH