The Modern Market Show

In this episode, we discuss how treasury companies have been moving further down the risk curve, the dominance of Aave and why interest rates in crypto are good indicators and Stripe building its own blockchain. (0:00) Intro (1:22) Rahim's update on Arts DAO (06:00) [SPONSORED] Partnership announcement Yeet (07:08) General price action (09:20) What happened to Fartcoin? (16:58) NFT and Crypto Head...

In this episode, we discuss majors and alts moving over the last week and where this bull market might be headed. (0:00) Intro (1:14) Legendary is happy (06:48) General price action (10:56) NFT and Crypto Headlines (15:54) Web3 Headline Roundup (24:57) World Liberty Fi is raising for a treasury (31:30) Modern Market partnered with Yeet (34:30) Last week was massive for crypto (36:28) Where are the...

In this episode, we discuss Vitalik weighing in on treasury companies and the importance of crypto in 401k investments. (0:00) Intro (1:20) Phunky reports from Vegas (10:01) General price action (12:33) NFT and Crypto Headlines (15:39) Web3 Headline Roundup (17:42) Roman Storm and the Tornado Cash case (23:23) Vitalik supports treasury companies (28:45) There is not enough ETH (33:13) Why is Saylo...

In this episode, we discuss the importance of the next six months and whether ETH will flip BTC or not. (0:00) Intro (1:34) Legendary is buying NFTs again (04:46) General price action (06:34) NFT and Crypto Headlines (10:02) Web3 Headline Roundup (13:25) BTC distribution over time (18:07) USD is the most important stablecoin currency (26:21) Is it time to take profits? (29:24) Trading at different...

In this episode, we discuss Trump's tariff strategy and Hyperliquid's revenues. (0:00) Intro (1:14) Bread's tattoo update (05:50) General price action (06:52) Bread's thoughts on ETH (13:58) NFT and Crypto Headlines (19:21) Web3 Headline Roundup (24:58) Vape and the BNB treasury (32:23) Trump's tariff strategy (37:58) SEC declared liquid staking activities are not securities (43:32) Signal's thoug...

In this episode, we discuss Hyperliquid, where we are headed over the next 6 months and Bitmine's massive ETH holdings. (0:00) Intro (1:30) Legendary to join Fantasy Top? (05:52) General price action (07:39) Volatility and timeline sentiment (09:02) Where is Hyperliquid headed? (18:48) NFT and Crypto Headlines (22:17) Web3 Headline Roundup (24:19) The Memes by 6529 (31:03) Opportunities over the n...

In this episode, we discuss the state of the crypto and stock market and dive into the bear case for treasury companies. (0:00) Intro (1:36) Wearable glasses are the future (07:41) NFT and Crypto Headlines (17:50) Web3 Headline Roundup (19:15) What is the general timeline energy? (21:40) Dragonfly won't be prosecuted for Tornado Cash investment (24:35) Legendary's market overview (30:02) Updates o...

In this episode, we discuss the crypto and stock market, hyperbitcoinization and Strategy's earnings call. (0:00) Intro (1:31) Phunky isn't worried about the market (05:02) NFT and Crypto Headlines (09:00) Web3 Headline Roundup (11:41) Tether fostering Dollar hegemony globally (20:07) [SPONSORED] Polkadot Explorations: Bridging BTC to Polkadot (23:38) How much Bitcoin is productive? (30:16) Market...

In this episode, we discuss the state of the market, yesterday's FOMC meeting and the White House digital asset report. (0:00) Intro (1:23) The Modern Market Telegram is open (07:12) Market overview (09:06) REKT is up 20% on the day (24:23) NFT and Crypto Headlines (29:02) DFarmer on leverage trading (30:46) Web3 Headline Roundup (33:28) Is this a top signal? (37:59) The most interesting FOMC meet...

In this episode, we discuss the rise of gambling, NFT archeologists and talk extensively about treasury companies. (0:00) Intro (1:32) Are we happy with where we are? (12:12) NFT and Crypto Headlines (16:06) Lending against CryptoPunks (20:37) What happened on Hyperliquid? (27:19) Web3 Headline Roundup (30:09) SEC approves in-kind redemption for crypto ETFs (34:24) Twenty One to add 5,800 BTC (35:...

In this episode, we discuss the rise of gambling, NFT archeologists and talk extensively about treasury companies. (0:00) Intro (1:32) Trying Kaito's launchpad (07:47) The world is turning to hyper-gambling (19:29) NFT and Crypto Headlines (23:23) Is it time to chase runners again? (33:40) Web3 Headline Roundup (35:45) NFT archeologists are back in control (41:44) Ray Dalio says to put 15% int...

In this episode, we discuss CEXs, the NFT market and why ETH is up to $3,900. (0:00) Intro (1:32) The million-dollar Rekt Guy trade (06:12) NFT and Crypto Headlines (11:40) Is retail here? (15:04) NFT season is back (16:00) Moonbirds up to 2.6 ETH (24:53) BNB is at all-time high (28:00) How opaque are CEXs? (35:55) Trump negotiated trade deal with EU (39:45) S&P500 trades at all-time high (44:...

In this episode, we discuss the general state of the market and how to trade ETH treasury companies. (0:00) Intro (1:40) Bread on running the MegaMafia (07:12) NFT and Crypto Headlines (12:50) Is InfoFi dead? (23:27) Web3 Headline Roundup (25:20) Demand for Strategy and timing the top (29:16) [SPONSORED] Polkadot Explorations: First BOOST farm is live (31:00) Legendary's market breakdown (36:4...

In this episode, we discuss hero trades in crypto and how banks are positioning themselves to enter our space. (0:00) Intro (1:35) Legendary's business idea (04:27) NFT and Crypto Headlines (06:26) REKT ist outperforming (09:00) The ICO Beast effect (14:10) Web3 Headline Roundup (20:00) Pixel Vault lore (22:18) On hero trades (32:23) You don't need a hero trade to make it (40:20) Legendary...

In this episode, we discuss stablecoins, banking partnerships and get into our dial in with Mikado from Fantasy Top. (0:00) Intro (1:40) BCheque' hosting strategy (09:12) NFT and Crypto Headlines (12:02) Why is XRP always the coin? (17:43) Web3 Headline Roundup (20:16) New business models around stablecoins (25:03) Coinbase partners with PNC Bank (30:35) Is Coinbase becoming the AWS of crypto?...

In this episode, we discuss treasury companies extensively and how they have been shaping this cycle. (0:00) Intro (1:22) Spending time with MegaETH (09:28) NFT and Crypto Headlines (11:05) Pump is down (22:06) NFT overview (23:25) Web3 Headline Roundup (25:50) Reflecting on treasury companies (36:05) Phunky is bullish on treasury companies (40:14) Do people care about the underlying asset? (41:35...

In this episode, we discuss we are discussing our thesis for ETH, how we position ourselves and whether the altcoin season is happening on the stock market. (0:00) Intro (1:35) Modern Market is in the same city (02:46) Modern Market lore (12:32) NFT and Crypto Headlines (19:10) Why are NFTs pumping? (28:53) We are in silly season (32:00) People forget the 4 year cycle (46:15) Legendary's marke...

In this episode, we discuss our thesis for ETH, how we position ourselves, and whether the altcoin season is happening on the stock market. (0:00) Intro (1:33) Bread pays tattoos in ETH (06:54) NFT and Crypto Headlines (12:15) Web3 Headline Roundup (14:17) [SPONSORED] Polkadot Exploration: Boost Wars (15:59) Crypto market cap above $4T (21:04) Stablecoin marketcap over time (23:33) ETH is up to $3...

In this episode, we discuss where the interest for ETH is coming from and take a deep look at the SBET stock. (0:00) Intro (1:38) It's a good day to have a good day (04:27) How we prepare for opportunities (10:00) NFT and Crypto Headlines (15:40) Web3 Headline Roundup (18:40) Phantom and Hyperliquid partnership is incredibly successful (20:35) Plasma sale happens today (24:36) Base announces a...

In this episode, we share our thoughts on ETH and ETH treasury companies, where we are in this cycle and Pump token buybacks. (0:00) Intro (1:40) The magic of a physical office? (05:11) NFT and Crypto Headlines (07:02) Everyone is a genius in a bull market (10:38) What is the market pricing in? (20:30) Are NFTs back? (24:20) Web3 Headline Roundup (27:07) Stocks are becoming more productive on-chai...

In this episode, we share our thoughts on ETH, discuss the worst case for treasury companies and reflect on how an alt season could like this cycle. (0:00) Intro (1:25) Technical challenges before the show (06:58) NFT and Crypto Headlines (11:14) Rahim is comfy in Pengu (14:42) Leveraged Pudgy Penguin buying (19:20) Web3 Headline Roundup (23:32) Sharplink is now the biggest ETH holder (25:40) How...

In this episode, we provide a general market overview, discuss treasury companies including Sharplink and reflect on our portfolios (0:00) Intro (1:40) Conflicting emotions in a bull market (6:10) Taking profits in BTC? (13:58) Portfolio strategy and bet sizing (19:37) NFT and Crypto Headlines (24:00) NFTs are pumping (32:33) Web3 Headline Roundup (35:30) Sonnet BioTherapeutics announces Hype trea...

In this episode, we provide a general market overview, discuss crypto-adjacent stocks and analyze the Pump Fun token launch. (0:00) Intro (1:35) Refusing to round numbers (6:10) NFT and Crypto Headlines (8:42) Massive ETF inflows (16:40) CryptoPunks at $129k (19:50) Web3 Headline Roundup (24:40) Trading into SBET? (28:30) Premium for ETH treasury companies (38:40) [SPONSORED] Polkadot Explorations...

In this episode, we provide a general market overview, discuss angel investing in web3 and analyze the Pump Fun token launch. (0:00) Intro (1:26) It's a good day to have a good day (7:21) NFT and Crypto Headlines (10:01) Fartcoin vs Pengu? (15:57) How much do memes need to outperform BTC to be attractive? (19:20) Web3 Headline Roundup (21:14) Bullpen integrates Hyperliquid (27:57) On angel inv...

In this episode, we talk about the narrative for ETH, Phantom announcing Hyperliquid powered perps and the battle for building the everything app onchain. (0:00) Intro (1:10) Crowdsourcing feedback (6:35) NFT and Crypto Headlines (6:49) What is the narrative for ETH? (12:35) SBET is up 64% over the last 5 days (20:50) Bonk vs Pump Fun market share (25:56) Is the Pump Fun sale still attractive? (35...