Jay Hamilton (@jayhamilton0) 's Twitter Profile
Jay Hamilton

@jayhamilton0

Sometimes on X
Find me daily on: The Milk Road Show
Building: @MilkRoadDaily & @Impact3Growth

ID: 102148524

linkhttp://milkroad.com calendar_today05-01-2010 19:53:52

737 Tweet

952 Followers

507 Following

Jay Hamilton (@jayhamilton0) 's Twitter Profile Photo

All of CT red marker around this date - July 23, 2025 180 days from today, Trump's crypto exec order requires a report to be submitted to him which: 1. Propose Fed regulatory framework governing digital assets, including stablecoins. 2. Evaluate a national digital asset

Jake Chervinsky (@jchervinsky) 's Twitter Profile Photo

1/ Policy x markets: Trump won and the market immediately priced in its wildest dreams about how quickly and completely crypto would take over America. Now we're living the reality, which is very positive, but obviously a slow, uncertain grind compared to Q4 2024 wishcasting 🧵

Raul 🥛 (@raul_impact3) 's Twitter Profile Photo

i'm (still) hiring looking for 1 more intern to help us level up Milk Road if you love crypto & spend way too much time on twitter this is for you apply here: impactdm.notion.site/Milk-Road-Soci…

i'm (still) hiring

looking for 1 more intern to help us level up <a href="/MilkRoadDaily/">Milk Road</a> 

if you love crypto &amp; spend way too much time on twitter this is for you

apply here: impactdm.notion.site/Milk-Road-Soci…
Kyle Reidhead | Milk Road (@kylereidhead) 's Twitter Profile Photo

My key takeaways from Coinbase 🛡️ Q4 earnings: - huge rev growth + ATH market share - 1/2 of Q4 customers were new/from prev cycles - Bitcoin loans w/ Morpho 🦋 proving Base product loop: DEX integration coming 👀 - Fastest growing stablecoin & L2 Here’s my full breakdown...

My key takeaways from <a href="/coinbase/">Coinbase 🛡️</a> Q4 earnings:

- huge rev growth + ATH market share
- 1/2 of Q4 customers were new/from prev cycles
- Bitcoin loans w/ <a href="/MorphoLabs/">Morpho 🦋</a> proving <a href="/base/">Base</a>  product loop: DEX integration coming 👀
- Fastest growing stablecoin &amp; L2 

Here’s my full breakdown...
Kyle Reidhead | Milk Road (@kylereidhead) 's Twitter Profile Photo

The hints of an "altcoin season" are showing The problem is that it's not the alt season of the past, most ppl are looking in the wrong places Let me explain... Alt season happens when the business cycle moves into its later stages (ISM >50) This just happened for the first

The hints of an "altcoin season" are showing

The problem is that it's not the alt season of the past, most ppl are looking in the wrong places

Let me explain...

Alt season happens when the business cycle moves into its later stages (ISM &gt;50)

This just happened for the first
Julien Bittel, CFA (@bitteljulien) 's Twitter Profile Photo

The move in the DXY this week was absolutely massive.   This kind of decline has only happened three other times in the last twelve years. And when we look at what it meant for Bitcoin going forward, it's pretty eye-opening...   Back in August 2015, when we saw that -4 standard

The move in the DXY this week was absolutely massive.
 
This kind of decline has only happened three other times in the last twelve years. And when we look at what it meant for Bitcoin going forward, it's pretty eye-opening...
 
Back in August 2015, when we saw that -4 standard
Jay Hamilton (@jayhamilton0) 's Twitter Profile Photo

Could private credit onchain be the next stablecoins? Stablecoins - $220b Private credit onchain - $12b The global private credit market is approx $1.6t. Matt Hougan Ryan Rasmussen

Impact3 Marketing (@impact3growth) 's Twitter Profile Photo

Our take on vibe marketing: → Know your audience so well they'd reply even at 2AM. → Create content people screenshot & share → Build genuine connections → VIBE BIGGER. That's how we helped a client hit $200K in fees on their first day of TGE.

Our take on vibe marketing:

→ Know your audience so well they'd reply even at 2AM.

→ Create content people screenshot &amp; share

→ Build genuine connections 

→ VIBE BIGGER.

That's how we helped a client hit $200K in fees on their first day of TGE.
Milk Road Macro (@milkroadmacro) 's Twitter Profile Photo

Another spike in 10 year yields could be a real problem Every time yields have pushed above 4.5%, it’s triggered weakness in stocks (look at the chart below) Each breakout in blue (yields) lines up with a pullback in red (S&P 500) 4.5% isn’t just a number, it’s become a line

Another spike in 10 year yields could be a real problem

Every time yields have pushed above 4.5%, it’s triggered weakness in stocks (look at the chart below)

Each breakout in blue (yields) lines up with a pullback in red (S&amp;P 500)

4.5% isn’t just a number, it’s become a line
Kyle Reidhead | Milk Road (@kylereidhead) 's Twitter Profile Photo

Watch the public crypto markets right now This is the signal in crypto (ie. coin, hood, circle, crypto treasuries, new IPOs) This is where capital is allocating and adoption is happening Don’t get stuck in the old crypto tokens world thinking we are in a bear or no “alt

Kyle Reidhead | Milk Road (@kylereidhead) 's Twitter Profile Photo

Bull markets make it feel like you’re never doing enough or have enough I first bought $BTC at 3,000 and $ETH at $150 6 years ago I’ve been buying every month since I pivoted my marketing agency into a crypto-native one and scaled it to a multi-million dollar company I then

Impact3 Marketing (@impact3growth) 's Twitter Profile Photo

Crypto is growing up. → The largest institutions and financial firms are buying crypto. → DeFi protocols are overtaking banks in value locked. → Crypto companies are getting listed on public markets faster than ever before. → Executives from the largest companies in the

Impact3 Marketing (@impact3growth) 's Twitter Profile Photo

We’re proud to announce Kauffman 🪂 as our new Chief Strategy Officer → Jeff has over 20 years of experience → Led campaigns for Chick-fil-A, Dr Pepper, Charles Schwab & GameStop → Now helping Impact3 partners level up through strategic campaigns Meet Jeff ⤵️

We’re proud to announce <a href="/jeffkauffmanjr/">Kauffman 🪂</a> as our new Chief Strategy Officer

→ Jeff has over 20 years of experience
→ Led campaigns for Chick-fil-A, Dr Pepper, Charles Schwab &amp; GameStop → Now helping Impact3 partners level up through strategic campaigns

Meet Jeff ⤵️