BusinessEntrepreneurship

The Modern Market Show

A daily show for internet entrepreneurs: crypto, NFTs, & making money on the internet

Play

Open in

40 episodes
Avg 58 min
English

Episodes 40

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

Thursday · 1 hr 1 min
The Next Crypto Trade? AI Agents Need Privacy
In this episode, we discuss cooling US inflation and stubbornly high bond yields, crypto's Q3 performance, and Monad's privacy plans as the private AI trade gains attention. 0:00:00 Introduction 0:00:54 Crypto Headlines and Web3 Roundup 0:07:01 Google's AI Push and the Alphabet Trade 0:12:20 Hyperliquid's Unlock and OTC Buyer 0:15:36 Inflation Cools but Bond Yields Stay High 0:20:52 Can AI Stocks Keep Defying Macro Risks? 0:24:13 The PUMP Revenue Thesis 0:28:30 PUMP to a Penny and Taking Profits 0:35:06 Crypto's Q3 Winners and Bitcoin's Next Move 0:39:04 Position Sizing and Buying Through Fear 0:45:02 Monad Joins the Privacy Trade 0:48:02 AI Agents and the Need for Privacy 0:53:31 Who Captures the Value of Private AI? The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. 3 ways to join us: 1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ 2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ 3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
#820
Wednesday · 58 min
US 30-Year Yield Hits 5.6% as Bond Market Pressure Builds
In this episode, we discuss rising US Treasury yields and the outlook for further Fed hikes, AI valuations after OpenAI DevDay, and Robinhood's push into perpetual futures and AI-powered trading. 00:00 Introduction 01:43 Crypto Headlines and Web3 Roundup 05:53 Manchester City and Football's Financial Rules 14:32 Trump's AI Rebrand and the SI Token Trade 22:26 OpenAI DevDay and the AI Super-App Race 26:31 Cheaper AI Models and IPO Headwinds 30:14 Are Trillion-Dollar AI Valuations Justified? 36:11 [SPONSORED] Sway Partnership 37:34 US 30-Year Yield Tops 5.6% 43:22 Raising Cash and Managing Portfolio Risk 48:02 Robinhood Perps, Lighter and AI Trading Agents 53:29 [SPONSORED] Sway Giveaway The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. 3 ways to join us: 1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ 2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ 3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
Tuesday · 30 min
Simple Farmer From StonkBrokers On Making Stocks Work Onchain
In this episode, we discuss stock-token liquidity strategies, AI-era smart contract security and onchain options with Simple Farmer, founder of StonkBrokers. 00:00 Introduction 02:53 StonkBrokers Tokens, NFTs and Product Suite 06:41 Launchpads and Keeping Liquidity Onchain 09:40 AI Security, Smart Contract Audits and Insurance 14:37 Meme Stocks and Stock Token Yield 17:33 Tokenization, KYC and Global Access 20:02 Robinhood Chain and Financial Infrastructure 23:02 Token Exposure and NFT Marketing Rewards 24:59 Onchain Options and the Q4 Roadmap 27:55 Nvidia SmartLP Walkthrough and Closing The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. 3 ways to join us: 1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ 2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ 3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
#819
Tuesday · 39 min
AI Trades Face a Reality Check as Subscription Costs Shift
In this episode, we discuss the changing economics of AI subscriptions, AI stock valuations and the Zcash whale exit. 00:00 Introduction 01:01 Crypto Headlines and Web3 Roundup 07:01 OpenAI Subscriptions and the Cost of AI 10:58 AI IPOs, Meta and SpaceX 14:45 The Risks Behind New Onchain Protocols 19:04 Chasing Narratives Versus Sustainable Returns 22:09 Zcash Whale Exit and Liquidity 25:54 Taking Profits Without Chasing Round Numbers 30:54 Ethereum Strength and Robinhood Expectations 33:34 Meta Enterprise AI and Nvidia’s Buyback The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. 3 ways to join us: 1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ 2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ 3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
#818
Monday · 1 hr 4 min
Crypto Liquidations Hit $380M as Bitcoin Tests Key Support
In this episode, we discuss the crypto liquidation sell-off, portfolio positioning and risk management, plus Vitalik’s Ethereum vision and Tread’s rally. 0:00:00 Introduction 0:02:47 Crypto Headlines and Web3 Roundup 0:11:28 Bitcoin Support and the Range-Trade Setup 0:17:00 Altcoin Pullbacks and Leverage Risk 0:21:20 Gold, Stocks and Rate-Hike Expectations 0:25:32 Could AI Matter More Than Rising Yields? 0:30:29 Ethena’s Payments and Equity-Perps Thesis 0:37:46 The Liquidation Sell-Off and Geopolitical Risk 0:41:00 Inside the Crypto Portfolio 0:44:03 Tokenization, AI and Crypto’s Next Chapter 0:48:01 Concentrating Conviction and Reducing Leverage 0:51:22 Reviewing Trades and Taking Profits 0:55:17 Lighter and the Robinhood Summit 0:59:00 Vitalik’s Ethereum Vision and Tread’s Rally The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. 3 ways to join us: 1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ 2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ 3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
#817
Sunday · 1 hr 8 min
Ondo Jumps 30% on BlackRock News as Treasury Yields Hit 5.20%
BCheque and Legendary discuss Ondo's BlackRock-powered onchain portfolios, Treasury yields reaching 5.20%, and why AI-led stocks keep climbing despite the market's worries. Plus: crypto risk management, xStocks and Quotrons, Strategy's rebound, and the Trump-Xi tech dinner. 00:00 Introduction 01:15 Today's Headlines and Crypto News Roundup 04:49 Market Prices: Bitcoin, HYPE, Zcash and Ondo 07:25 Market Thoughts: Plasma, Meta and the AI Rally 13:36 Climbing the Wall of Worry 17:41 Fear and Greed: Stocks vs Crypto 25:23 Small-Cap Bets, Portfolio Risk and Taking Profits 30:20 Surviving Cycles Instead of Chasing Overnight Gains 33:15 xStocks, Ink and Quotrons 38:04 A Live Quotrons OTC Deal 42:03 Treasury Yields Hit 5.20% as Market Breadth Weakens 48:11 Trade Ideas: Evan's Six Calls for This Cycle 50:55 Strategy's Rebound and Core Crypto Positions 55:40 Bitcoin Levels and Long-Term DCA 56:50 Ondo's BlackRock-Powered Onchain Portfolios 1:01:24 Trump, Xi and the Tech Dinner 1:04:10 AI Tools and Anthropic 1:05:38 Community Updates and Wrap-Up The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
September 24 · 33 min
Dial In Zora’s Next Move: Dee Goens on Custom Pairs and the Rebuild
Dee Goens, CEO and co-founder of Zora, joins us to discuss rebuilding the company after a difficult pivot, launching Custom Pairs and cross-chain trading, and why curation matters as more markets move onchain. 00:00 Welcoming Dee Goens from Zora 01:26 Zora’s Journey from NFTs to Social Trading 03:42 From KPMG to Coinbase and Founding Zora 09:43 Leaving Coinbase and Surviving the Early Years 12:51 The Solana Pivot, Layoffs and Rebuilding Zora 16:31 A Smaller AI-Native Team and the CEO Transition 19:46 Custom Pairs and Cross-Chain Trading Demo 23:18 Pump.fun, Competition and the Launchpad Market 25:43 Why Taste and Curation Are the Moat 29:35 Growth, Creator Rewards and What Comes Next The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
#816
September 24 · 43 min
US Treasury Yields Hit 5.13% as Bitcoin Slides Back to $83K
In this episode, we discuss rising US Treasury yields and portfolio positioning, Meta’s AI and hardware ambitions, and Bitcoin’s leverage flush alongside Variational’s upcoming token launch. 00:00 Introduction 00:43 Crypto Headlines and Web3 Roundup 04:53 Market Overview and Positioning on a Red Day 09:05 Meta’s AI, VR Glasses and the Bull Case 14:49 AI Spending, Micron and the Profitability Debate 19:09 [SPONSORED] Sway Partnership and Giveaway 21:09 Treasury Yields Surge to 5.13% 26:44 Rate-Hike Expectations and Holding Core Positions 31:29 Bitcoin’s Open Interest Flush and Trade Setups 37:01 Variational TGE, Airdrop and Valuation The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
#815
September 23 · 58 min
Hyperliquid's Record Open Interest Puts $100 HYPE in Focus
In this episode, we discuss Hyperliquid's record open interest and the $100 HYPE question, portfolio positioning as Uniswap and Zcash rally, and BlackRock's AI-and-digital-assets thesis. 00:00 Introduction 00:52 Crypto Headlines and Web3 Roundup 07:30 Zcash Conviction and Buying the Winners 12:18 Moving from ETH to HYPE and Creator Track Records 17:46 Right Thesis, Wrong Asset - The DAT Lesson 21:21 Taking Profits and Accumulating Zcash 25:04 [SPONSORED] Sway Partnership 27:22 Uniswap Futures, Buybacks and the Altcoin Rally 31:08 NEAR Re-entry and the Psychology of Missed Gains 35:23 Zcash, NEAR and Revenue-Based Valuations 38:26 Lighter Unlocks and the Hyperliquid Comparison 42:10 BlackRock, AI Agents and the Crypto Payments Debate 48:58 [SPONSORED] Sway Trading Rewards 51:17 Hyperliquid Record Open Interest and Exchange Growth 55:42 The $100 HYPE Question and Final Thoughts The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
September 22 · 45 min
Bitcoin Breaks $87K, Nasdaq Hits Record & Meta's AI Boom
BCheque, Legendary and Rahim discuss Bitcoin's move above $87K, record highs for the Nasdaq, and Meta's AI push. They debate thin on-chain liquidity, taking profits and portfolio positioning, before Rahim explains his Stonk.Fun thesis and how stock-paired memecoins work. 00:00 Welcome and market headlines 04:04 Crypto, stocks and oil: price action 06:16 Market thoughts: NEAR, NFTs and positioning 09:11 Why on-chain liquidity feels so thin 18:18 Can this cycle produce billion-dollar tokens? 24:19 Bitcoin ETF inflows and the stock-market rally 26:21 Portfolio positioning: SOL, Bitcoin and Zcash 33:22 Rahim explains Stonk.Fun 40:07 Meta's AI growth and the stock-price debate The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
September 22 · 27 min
Cambria's Next Chapter: Genesis, RSGP & Real Stakes Gaming with Ben
Ben, founder of Cambria, joins BCheque and Legendary to discuss the move from seasonal games to a permanent Genesis world. We cover real-stakes gameplay, sustainable game economies, the RSGP token, loot-drop eligibility, charters and what success looks like beyond token price. 00:00 Welcoming Ben from Cambria 00:48 From Duel Arena to Genesis 02:36 Building through a difficult crypto market 04:34 Beyond crypto: mainstream gaming and Steam 06:28 World of Warcraft and competing for player time 08:40 Designing a permanent game economy 11:56 Asset inflation and simplifying the roadmap 14:18 Dungeons, Islands and Gold Rush 16:36 RSGP token launch and utility 18:27 A token for gamers and investors 20:53 Loot drop and eligibility 22:51 Charters and participating without playing 24:43 What success looks like for Genesis 26:31 Closing thoughts The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
#813
September 21 · 1 hr
NEAR Soars 80%, Zcash Short Loses $35M & Bitcoin Breaks $84K
Bitcoin breaks above $84K as crypto rallies. BCheque and Legendary discuss building a Zcash position after a big run, holding winners versus rotating between tokens, ETHFI and ENA, and the psychology of trading perpetuals. Plus: could AI trading tools create their own feedback loop, and why are markets shrugging off geopolitical risk? 00:00 Welcome and market headlines 03:55 Price action: Bitcoin, altcoins and oil 06:36 Market thoughts and weekend positioning 10:00 Swing trading and building a Zcash position 16:06 Position sizing when you feel late 19:55 ETHFI, ENA and the DeFi catch-up trade 24:48 Holding winners versus constant rotation 27:19 Argonauts and NFT exit plans 31:31 Zama, privacy trades and risk-reward 34:27 Could AI agents drive the next trading meta? 38:39 Why perpetuals feel more stressful than spot 43:58 The edge is in execution 45:38 Bitcoin breakout: can $82K become support? 49:11 War headlines, oil and the wall of worry 56:03 Midterms, allocation and managing uncertainty 1:00:02 Wrap-up The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000
#812
September 18 · 1 hr 6 min
NEAR Rips, Zcash Nears $1,500 & Crypto Gets SEC Relief
BCheque, Legendary and Bread discuss Zcash's run to $1,500, NEAR's privacy narrative and how they're managing a green market without chasing every move. Plus: stop-loss lessons, DCF God's ETH options trade on Derive, portfolio sizing, meme-coin risk/reward, and the SEC/CFTC exemptions discussed on today's show. 00:00 Welcome to Modern Market 01:32 Headlines and other news 03:08 Crypto price action: Zcash, HYPE and NEAR 06:16 Market thoughts: managing a green market 08:06 Missing the Zcash rally and stop-loss lessons 12:05 ETH options, Derive and asymmetric trades 23:00 Riding the wave without overtrading 28:35 The case for doing less in a bull market 31:38 FOMO, position sizing and buying after a rally 36:18 Trading styles and moving profits into core holdings 42:47 NEAR's rally, Intents and confidential perps 50:33 Token revenue versus token value 53:52 Zcash, Zama and conviction versus rotation 57:34 Sway leaderboard and partnership 1:00:21 SEC/CFTC exemptions and the CLARITY debate 1:05:24 Wrap-up and weekend plans The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. This show is sponsored by Sway: https://sway.fun/ref/MM3000
September 17 · 57 min
Fed Hikes Rates, But Crypto Rallies. What Happens Next?
BCheque and Hirshy break down the market reaction to Warsh's rate hike, the case for climbing the wall of worry, and Zcash's store-of-value narrative. Plus: Lighter and token-unlock risks, the CFTC's crypto-regulation plans, and the proposal for closer Canada-EU ties. 00:00 Welcome to Modern Market 01:05 Headlines and other news 05:15 Bitcoin, Zcash and the market bounce 09:43 Market thoughts: climbing the wall of worry 16:12 Oil, consumers and corporate profits 21:20 Warsh's rate hike and Trump's response 26:21 Inflation, oil supply and the Fed's next move 29:17 Zcash's store-of-value thesis 33:18 Crypto cycles, positioning and Lighter 41:39 Competition, token unlocks and ZCAT 46:54 CFTC and SEC crypto-regulation plans 48:54 Canada's proposed EU association The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only. This show is sponsored by Sway: https://sway.fun/ref/MM3000 (code MM3000).
September 16 · 1 hr 3 min
CLARITY Vote Fails as $526M in Crypto Longs Get Liquidated
This episode is sponsored by Sponsored by Sway: https://sway.fun/ref/MM3000 (code MM3000). BCheque, Legendary and Bread discuss the CLARITY vote fallout, Bitcoin's trading range and positioning ahead of the Fed decision. Plus, global bond yields, BTC/ZEC setups, Hyperliquid's US ambitions and Meta's AI safety stance. 0:00:00 Introduction 0:00:55 Crypto Headlines and Web3 Roundup 0:07:34 Market thoughts and the Meta/SpaceX AI trade 0:17:13 [SPONSORED] Sway Partnership 0:18:24 Bitcoin's range and rising global bond yields 0:23:07 FOMC scenarios and managing risk 0:28:21 Hyperliquid valuation and taking profits 0:36:00 CLARITY vote fallout and the regulation debate 0:42:37 BTC/ZEC trade ideas and cutting losses 0:48:24 Kraken, Payward and Hyperliquid's US ambitions 0:52:13 [SPONSORED] Sway Partnership 0:54:12 Zuckerberg, Meta and the AI safety debate The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
September 15 · 1 hr 1 min
10-Year Yield Breaks 5%, CLARITY Hits a Wall & Trump Takes On AI Fears
BCheque, Legendary and Rahim discuss rising Treasury yields, positioning ahead of FOMC, and whether the CLARITY Act can meaningfully move crypto markets. Plus: tokenized stocks, SpaceX, Apple and Meta, Trump’s AI stance, and the case for buying memory stocks. 00:00 Welcome to Modern Market 01:02 Headlines and other news 03:13 Crypto, stocks and metals: price action 05:07 Robinhood, tokenized stocks and on-chain markets 09:25 SpaceX, AI valuations and the FOMC shopping list 15:08 Apple, Meta and the next AI opportunity 26:16 The 10-year yield breaks 5% 30:10 FOMC uncertainty: positioning without overtrading 40:06 CLARITY Act: what it means for crypto 47:20 Trump, AI guardrails and the race with China 53:54 Trade ideas: memory stocks before or after FOMC? 1:00:03 Final thoughts, risk management and wrap-up The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
September 14 · 57 min
AI Leaders Want a Slowdown, Oil Tops $100 & Clarity Act Momentum Builds
BCheque and Legendary debate the calls to slow frontier AI development, safety versus regulatory capture, and the case for open source. Plus: trimming speculative AI exposure, Argonauts, Clarity Act momentum, and oil-driven inflation ahead of the Fed meeting. 00:00 Welcome to Modern Market 01:35 Headlines and other news 04:58 Crypto, AI stocks and gold: price action 08:10 Market thoughts: oil, rate hikes and cutting AI risk 15:42 AI slowdown: safety or regulatory capture? 25:47 The debate over AI misuse and transparency 30:47 AI sovereignty and the open-source question 38:54 Argonauts: positioning and the NFT thesis 47:03 Clarity Act: ethics deal and crypto implications 50:49 Saudi pipeline, oil and the Fed outlook 56:18 Wrap-up and community update The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
September 11 · 1 hr
U.S. Yields Surge Toward 5%
Treasury yields pushed toward 5% as markets prepared for CPI, while Trade.xyz expanded into prediction markets and Argonauts approached a 0.7 ETH floor. We also cover crypto price action, oil and Middle East risk, the ETHFI trade idea, Shanghai crude, Nasdaq's Kraken investment, and Robinhood's crypto-volume surge. 00:00 Intro 01:40 Today’s Headlines 02:54 Other Headlines 04:36 Market Price Action 17:53 Treasury Yields Surge Toward 5% 36:11 ETHFI Trade Idea 43:13 Trade.xyz Enters Prediction Markets 46:53 Argonauts Hit a 0.7 ETH Floor 56:32 Middle East Chokepoint Risk 57:34 Modern Market Telegram Update The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
September 10 · 1 hr 5 min
Trump’s $5K Dividend?
Trump’s proposed $5K dividend, inflation data, Treasury buybacks, Apple’s new iPhone Duo and an eight-day oil run all shaped today’s Modern Market. 00:00 Intro 00:50 Today’s market headlines 03:03 Crypto news and price action 06:35 Portfolio focus: SK Hynix vs. memecoins 18:37 Trump’s $5K dividend proposal 37:40 Robinhood ecosystem positioning 50:28 PPI, inflation and the FOMC 51:54 Bessent’s buybacks and rising yields 56:01 Oil, Iran and the inflation setup 58:59 Apple iPhone Duo deep dive The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
September 8 · 1 hr
Oil Surges Past $94, Yen Rips Higher & Hunter Biden Launches a Memecoin
Oil pushes above $94, the yen reaches its strongest level against the dollar since February, and Hunter Biden plans a $LAPTOP memecoin launch on Base. We break down what it means for risk, positioning, Japan, China’s gold buying and crypto flows. 00:00 Intro 01:10 Today’s headlines: yen, $LAPTOP and oil 03:30 Market price action 05:39 Meme market fragmentation and capital rotation 16:42 When markets get too dumb: take profits 20:47 Risk management, stables and portfolio allocation 29:40 Pump trade breakdown and managing losses 40:48 Yen strength, BOJ policy and the carry trade 51:27 Hunter Biden’s $LAPTOP memecoin launch 55:24 Oil above $94 and China’s demand The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

Showing 1–20 of 40 episodes