The Modern Market Show

In this episode, we share our thoughts on the FOMC meeting, discuss hedging strategies and talk updates from the stablecoin industry. (0:00) Intro (02:03) Hedging our bets? (06:35) Crypto price action (07:56) Toshi up 60% and opportunities on Base (17:55) Headlines of the day (21:12) Web3 Headline Roundup (22:50) Robinhood is printing money (27:10) Legendary's market overview and FED analysis (30:...

In this episode, we share our portfolio thoughts, talk about the long-term vision for Pump Fun and touch on Base exploring their own network token. (0:00) Intro (01:34) First portfolio thoughts (09:48) Crypto and NFT Headlines (12:54) What's the long-term vision for Pump Fun? (17:28) Where are the creator fees coming from? (29:32) Web3 Headline Roundup (31:14) Should we participate in prediction m...

In this episode, we talk about opportunities in the stock market, why web3 as an industry is still relatively small and we discuss the reasons why Solana is outperforming other majors at the moment. (0:00) Intro (01:32) No live translation feature for AirPods Pro in EU (03:57) The Modern Market rebranded (10:24) [SPONSORED] Yeet Partnership (11:17) Crypto and NFT Headlines (15:13) Crypto is still...

In this episode, we talk about where we are in the cycle, take a look at the general market and provide another update on Hyperliquid's USDH vote. (0:00) Intro (01:18) Will RWA platforms onboard web2 collectors? (07:16) If Bitcoin is digital gold, what does that mean for crypto? (12:54) Crypto and NFT Headlines (15:51) Web3 Headline Roundup (18:35) Is $PUMP a consensus trade? (25:10) PPI is lower...

In this episode, we are DATs, the $PUMP trade and we provide an update on Hyperliquid's USDH. (0:00) Intro (01:26) Legendary found a rare Pikachu (06:45) Bread explains the vision behind MegaUSD (13:51) Crypto and NFT Headlines (20:03) Web3 Headline Roundup (26:40) Is it time to worry about DATs? (37:29) $PUMP is up 11% on the day (49:58) Bread's update on Hyperliquid's USDH (59:10) Gemini secured...

In this episode, we are discussing Opensea, the state of the market, Gold vs the S&P 500 and where we could go from here. (0:00) Intro (01:28) Rahim is in Europe (04:23) Crypto and NFT Headlines (11:10) Opensea announced more news around TGE (16:27) Is altcoin season coming? (21:40) Web3 Headline Roundup (26:10) Rahim's thoughts on alts (31:16) Legendary's market overview (37:10) Russia, US an...

In this episode, we are discussing farming strategies for Hyperliquid and the significance of the USDH ticker on Hyperliquid. (0:00) Intro (01:27) Bread didn't restructure his portfolio yet (04:37) Crypto and NFT Headlines (06:26) $1.65B private placement to initiate Solana strategy (11:30) Web3 Headline Roundup (13:34) How does Wildcat work and what happened with Kinto (19:34) How to farm Hyperli...

In this episode, Bread shares updated thoughts on his portfolio; we provide an updated macro view and we talk about Justin Sun being blacklisted by World Liberty Financial. (0:00) Intro (01:14) Bread has big news soon (02:38) Legendary is in his Pokemon area (07:07) Crypto and NFT Headlines (08:00) Bread wants to re-allocate his portfolio (17:17) Web3 Headline Roundup (21:39) Legendary's thoughts...

In this episode, we discuss Pokemon fueling the RWA craze, Pump Fun overtaking Hyperliquid in daily revenue and get into our dial in with Dith from Gigaverse. (0:00) Intro (01:30) Legendary is ripping Pokemon packs (07:20) Crypto and NFT Headlines (12:38) Pokemon fuels RWA craze (22:10) Web3 Headline Roundup (25:28) [SPONSORED] Gigaverse announced a $2M raise (26:08) Pump Fun overtakes Hyperliquid...

In this episode, we discuss our portfolio strategies extensively, talk about gold, and cover the SEC and CFTC allowing for certain spot crypto products to be traded on exchanges. (0:00) Intro (01:20) Reflections and revelations? (05:19) Crypto and NFT Headlines (08:32) Boomers collect real estate; we buy Pokemon cards (17:57) Web3 Headline Roundup (23:18) [SPONSORED] Partnering with Gigaverse (24:...

In this episode, we discuss how Hyperliquid changed pre-markets, the need for SOL ETFs and World Liberty Financial's proposal to do fee-based buybacks. (0:00) Intro (01:20) Legendary is back (03:10) The current state of CT (11:29) Crypto and NFT Headlines (14:20) Legendary is confused by the Proof Passes (18:28) Web3 Headline Roundup (20:20) How Hyperliquid changed pre-TGE markets (30:45) Legendar...

In this episode, we discuss portfolio reconstruction, the huge whale BTC seller on Hyperliquid, Trump's WLFI launch, and Trump's illegal tariffs. (0:00) Intro(03:13) Repositioning Our Portfolios Psychology(05:22) The Purity Of A Killer Trade In Silence(11:46) What Are We In/Out Of? The Revenue Meta + Other Opportunities(24:26) Crypto and NFT Headlines(31:26) Web3 Headline Roundup(35:31) Gold Up, H...

In this episode, we discuss potential of DATs running out of steam, Hyperliquid's success vs decentralisation priority, Plasma's insane price action on premarkets, and bullish macro factors which keep rolling in. (0:00) Intro(04:29) The Telegram Chat(08:59) Crypto and NFT Headlines(11:24) Are ETH DATs running out of steam?(18:29) Web3 Headline Roundup(23:17) Rabby And Rainbow Wallets Tease Hyperli...

In this episode, we discuss NVIDIA beating earnings, the potential for conflict resolution with China and Russia and its effect on the market, the potential and challenges on Solana DATs, and a new prediction market. (0:00) Intro(02:06) Why Bread Is A Google Guy(04:10) Why We Are All So Similar(05:54) Crypto and NFT Headlines(09:50) The Bull Case For Pump Fun(14:51) Bad Metrics Can Ruin Your Analy...

In this episode, we discuss the HYPE ATH at $50, the potential and challenges of HyperEVM, Plasma XPL token to $16B on premarkets, and the US government move towards more centralised planning. (0:00) Intro (02:54) Government Taking More Part In Private Enterprise (14:08) Crypto and NFT Headlines (21:36) Web3 Headline Roundup (23:27) Google To Launch Its Own L1 (29:51) HYPE ATH Hits $51 (35:40) Pro...

In this episode, we discuss why crypto has sold off, the direction of the US administration when firing Fed board members and taking shares in Intel, and the Solana DATs raising $1B+. (0:00) Intro (02:18) Future of Crypto In Dubai (04:52) The Decline Of Property Rights (07:10) The Benefits Of Taking Time Away From The Screen (10:51) Crypto and NFT Headlines (21:20) Web3 Headline Roundup (23:03) Th...

In this episode, we discuss the final thoughts on Jackson Hole, the problem with DATs, and the huge Plasma XPL token going live above $4B FDV after their $50M raise at $500M FDV. (0:00) Intro(01:40) Starting A New Show & Plans For The Weekend(03:49) Hamock Alpha(09:34) Crypto and NFT Headlines(14:14) Web3 Headline Roundup(16:14) The Privacy Violation Of Claiming Airdrops(24:06) DOJ agree codin...

In this episode, we discuss the next quarter's outlook, some unique investment and content opportunities, thoughts on Jackson Hole, the huge Plasma x Binance partnership, and how the Kanye coin didn't really affect the market. (0:00) Intro(01:36) On Gambling (02:15) Thinking About The Next Quarter And What To Expect(07:20) Looking Back On The Summer Game Plan(09:40) The Financial Upside of A Socia...

In this episode, we discussed BTC vs ETH, how crypto might move around Powell Jackon Hole speech on Friday, and the first ever state creating a stablecoin. (0:00) Intro(02:33) Fun TestNet MegaETH Mint(07:07) Market Thoughts: Treasury Companies & Rate Cuts(13:03) ETH vs BTC to hold (14:22) BTC denominated portfolio thoughts(18:30) Thoughts On Why ETH Does Not Make Sense(23:30) ETH vs BTC - the...

In this episode, we discussed Jackson Hole and chance of more rate cuts, Chamath's new SPAC and if it is a top signal, and Strategy's new financial arrangements to fund more BTC buys.(0:00) Intro(02:00) On Pronouncing Names Right & Wrong(03:00) On Taking Some Time Away From The Market(11:23) Crypto and NFT Headlines(15:00) Web3 Headline Roundup(23:55) Macro & Looking Forward To Jackson Hol...

In this episode, we discussed the crypto dip and what we think happens next, founders exiting in 6 months for 7 figures, and L1s becoming ETH L2s. (0:00) Intro(02:52) Playing With Dogs And Watching Horror Movies(05:56) Crypto and NFT Headlines(10:10) Web3 Headline Roundup(11:59) Stablecoins Becoming Unpermissionless(15:57) Tokenising Delta Neutral Positions(28:22) BTC Slides Down To $115K - Why An...

In this episode, we discuss why AI doomerism, why bad inflation data sent markets lower, Bessent on BTC and Hyperliquid printing money whilst everything else sold off. (0:00) Intro(02:16) Hyperliquid and leverage in the system(05:41) Why Liminal Is An Interesting Protocol (09:05) Crypto and NFT Headlines(12:48) Memecoin Launchpad Wars: Bonk vs PUMP(16:40) Web3 Headline Roundup(30:11) AI To Collaps...

In this episode, we discuss why HNW individuals are getting into crypto now, timeframes for a top in the market, and the Bullish IPO. (0:00) Intro(01:28) Introducing Signal to the show(03:33) HNW Individuals Getting Into Crypto(06:31) Why are self made successful people sceptical on crypto? (11:18) NFT and Crypto Headlines(14:48) Why Big Companies Should Have Their Own L1s(21:50) Web3 Headline Rou...

In this episode, we discuss ETH's insane run up, ETH DeFi potential, ETH beta plays and how to manage your time online in periods of mania. (0:00) Intro (01:50) Bread leaving USA to make the price go up 03:16) Do we need another blockchain?( 07:56) Is there such thing as a stablecoin chain + how should we think about TPS? (12:08) NFT and Crypto Headlines (20:08) ETH DeFi Focus (23:57) Web3 Headlin...