The Modern Market Show

In this episode, we talk about the stock market, BTC treasury companies and the Pump Fun raise details. (0:00) Intro (1:22) Morning routines and red light therapy (8:22) NFT and Crypto Headlines (11:48) Where are Pudgy Penguins going? (14:10) Web3 Headline Roundup (18:30) Everyone wants Bitcoin (20:30) The Modern Market treasury strategy (24:10) $1,000 in stocks for every American newborn (29:39)...

In this episode, we talk about our thoughts on the market, Elon's America Party and whether memecoins are coming back or not. (0:00) Intro (2:00) Midwest vs West Coast (5:33) NFT and Crypto Headlines( 7:31) Our thesis for Rekt(15:18) Time to go risk-on? (25:40) Web3 Headline Roundup (29:25) Unit volume and onchain stocks (37:26) Elon creates America party (42:04) Bread's thoughts on Americ...

In this episode, we talk about online gambling and share our thoughts on the Circle stock and other crypto-related IPOs. (0:00) Intro (1:25) Why is there drama on the timeline? (6:05) BCheque's thesis on a new crypto demographic (9:16) NFT and Crypto Headlines (13:30) Web3 Headline Roundup (15:23) Cultural nuances in NFT collections (17:24) What do we think of the casino trend in web3? (23:00)...

In this episode, we talk about the Veda and GTE raise and provide an update on the ceasefire in the Middle East and how it impacted the market. (0:00) Intro (1:59) On golf and competitiveness (7:10) NFT and Crypto Headlines (12:20) Web3 Headline Roundup (15:28) The treasury and stablecoin meta is dominating (20:54) Are BTC treasury companies a top signal? (25:06) Trading Circle into Coinbase? (29:...

In this episode, we talk about Hyperliquid, on-chain stocks, and the endgame in crypto (0:00) Intro (02:21) Too many similarities? (04:55) Hype over $40 makes Wardaddy happy (06:27) NFT and Crypto Headlines (10:35) Web3 Headline Roundup (11:15) Crypto companies are becoming banks (17:35) Will stocks trade like memes? (22:11) Are crypto treasury companies healthy holders? (25:00) Addentax Group buy...

In this episode, we talk about how on-chain stocks are changing, touch on the Big Beautiful Bill and get into our dial in with Enzo from GTE. (0:00) Intro (1:34) ETH is a $2.4k asset (2:30) AI starts to do weird things (6:34) On-chain stocks and value accrual (11:14) Why perpetual futures are a game changer (19:35) NFT and Crypto Headlines (23:07) Web3 Headline Roundup (24:59) Big Beautiful Bill p...

In this episode, we talk about how we think about Trump and his demand for 1% interest rates, the DXY getting weaker, Robinhood's big crypto move, and ETH treasury companies outperforming. (01:56) Crypto conferences plan (05:55) NFT and Crypto Headlines (09:37) Rate cuts - what is going on and when? (11:20) DXY weaker than ever, Trump Is Fed (17:48) Tariffs no longer important; interest rate s...

In this episode, we talk about how we think about the US dollar, our positions in the market, and whether the alt season will happen on the stock market. (0:00) Intro (1:20) TEDx goes stablecoins (4:14) Bread is going naked (8:01) NFT and Crypto Headlines (9:54) Bread almost got liquidated on Kaito (15:12) Megalios minted out successfully (19:55) The new formula for NFTs (26:00) Web3 Headline Roun...

In this episode, we talk about security best practices, FX trades, and Coinbase launching a perps product in July (0:00) Intro (1:44) Attacking the stablecoin stash (3:20) NFT and Crypto Headlines (6:46) Web3 Headline Roundup (9:05) Is Kraken competing with neobanks? (14:45) Robinhood offers 2% deposit match for non-USDC crypto (19:30) Self custody is not for everyone (24:13) The dollar is weakeni...

In this episode, we talk about SpaceX being brought to Solana and get into our dial in with Ross from Felix Protocol. (0:00) Intro (1:32) Another Legendary golf update (4:24) NFT and Crypto Headlines (9:07) BCheque's read on the art market (12:23) Megalio mint on Saturday (16:56) Web3 Headline Roundup (18:30) Crypto counting as an asset towards a mortgage? (22:06) Borrow against your Bitcoin inste...

In this episode, we talk about the general state of the market, our thoughts on rates and opportunities in the stock market, and provide an update on our portfolio strategy. (0:00) Intro (1:20) Modern Market the lifestyle brand? (8:12) NFT and Crypto Headlines (12:18) Slashing founders on Ethos (13:57) Integrating Ethos on other platforms (19:08) Gaming Ethos? (21:28) Web3 Headline Roundup (23:36)...

In this episode, we talk about the IPO meta, the Circle stock running up to $260, and how to value the company. (0:00) Intro (1:28) Don't spend time in the sun (3:30) Tracking and optimizing all things (7:47) NFT and Crypto Headlines (9:52) First thoughts on an IPO meta (12:28) Blockchains are turning into incubators (15:05) How the Sonic airdrop will work (21:43) Web3 Headline Roundup (25:00)...

In this episode, we talk about US treasuries, the Genius Act and a series of news from around the web3 space that caught our attention. (0:00) Intro (1:18) Legendary is buying more Bad Bunnz (4:56) Are crypto stocks trading more and more like memes? (12:11) NFT and Crypto Headlines (16:37) When will NFTs come back? (22:06) Web3 Headline Roundup (24:48) The L2 to ETH power dynamic shifted (29:20) W...

In this episode, we talk about the nature of this cycle, how we position ourselves, and discuss the conflict in the Middle East. (0:00) Intro (1:30) Stablecoins and institutions are here to stay (7:17) NFT and Crypto Headlines (11:52) Plush Pepes are selling for 5,000 TON each (14:50) Web3 Headline Roundup (17:28) Is LiquidLaunch a leveraged Hyperliquid play? (19:42) What will Web4 be? (22:09) Is...

In this episode, we talk about the price action around Hyperliquid and the conflict in the Middle East. (0:00) Intro (1:28) Legendary got into golf (5:53) NFT and Crypto Headlines (11:17) BCheque is bullish on Hype (15:29) Web3 Headline Roundup (17:47) ETH is digital oil? (21:30) How BCheque is researching the news (25:44) $SBET is still down 72% over the week (28:00) A day in the life of Bread: T...

In this episode, we talk about the market's reaction to Israel striking Iran and discuss Coinbase's strategic positioning extensively. (0:00) Intro (1:13) On Kaito longs and dog breeds (5:16) What happened to SBET? (11:27) NFT and Crypto Headlines (15:11) Main DEX on Base Aero up 15% (22:27) Web3 Headline Roundup (23:07) Gold now tradeable on Hyperliquid (24:08) Amazon and Walmart explorin...

In this episode, we talk about Plasma extending their deposit cap, Stripe acquiring Privy and we interview Spencer, the founder of Orange Cap Games. (0:00) Intro (1:47) First thoughts on Plasma deposit cap increase (8:23) NFT and Crypto Headlines (12:20) Web3 Headline Roundup (15:09) Hype builds culture from the top (19:19) On timing cycle tops (24:39) Hyperliquid and timing the cycle (27:57) Stri...

In this episode, we talk about Hyperliquid staying above $42, Solana potentially gettings its ETFs very soon, and we interview Kain Warwick, the founder of Infinex. 01:25 - Life Updates06:29 - NFT and Crypto Headlines08:44 - Web3 Headline Roundup11:29 - PENGU on Hyperliquid - Why?14:27 - Banks & Their Stablecoins - A Window Into Future27:19 - Hyperliquid - Some Interesting Numbers Behind The R...

In this episode, we talk about being an investor in Web3, provide an extensive update on financial markets, explore the SEC statement backing DeFi, and share opportunities on Hyperliquid. (0:00) Intro (1:07) Reflecting on Plasma deposit cap filling in minutes (4:46) Stat's thoughts on Plasma (9:40) NFT and Crypto Headlines (13:06) Web3 Headline Roundup (15:16) Investment terms changing one day...

In this episode, we talk about the flywheel for Hyperliquid, provide an update on the situation in the US, and discuss the Plasma deposits. (0:00) Intro (1:30) Hubris vs confidence (6:05) NFTs were the better onboarding tech (12:40) NFT and Crypto Headlines (17:46) Web3 Headline Roundup (21:10) Unit to TWAP into Hype (25:50) What's the potential bear case? (33:50) Bitcoin is confident above $1...

In this episode, we talk about Elon and Trump fighting publicly, recap the successful Circle IPO and touch on a new stablecoin blockchain called Stable. (0:00) Intro (1:15) Modern Market golf stories (6:37) NFT and Crypto Headlines (15:36) How Infinex Patrons work (17:50) Kaito algorithm update? (19:08) Web3 Headline Roundup (20:12) Uber thinks about accepting stablecoins (27:22) Elon and Trump fi...

In this episode, we revisit the Pump Fun raise, talk about opportunities on Hyperliquid and dive into the Circle IPO. (0:00) Intro (1:23) Summer is here (3:30) NFT and Crypto Headlines (7:55) Murad is on TikTok (12:58) Web3 Headline Roundup (17:50) Kaito algorithm update? (22:30) Liminal Money on Hyperliquid (29:28) Liquid Launch FOMO? (34:26) Memecoins sell-off because of Pump Fun raise news (38:...

In this episode, we talk about the Pump Fun raise extensively, and touch on the successful Claynosaurz mint on Sui. (0:00) Intro (1:41) Bread's new PFP (4:27) NFT and Crypto Headlines (12:43) REKT drinks sells out in 17 mins (15:32) Web3 Headline Roundup (17:20) Kaito APY up to more than 100% on Pendle (22:42) Tether's focus on Latin America (24:22) Pump Fun to raise \$1B at \$4B valuation...

In this episode, we talk about whether companies should even buy BTC, discuss Strategy's latest offering, and dive into the bullish price action on Hyperliquid. (0:00) Intro (1:38) On sleep schedules and caffeine cutting (3:56) NFT and Crypto Headlines (7:44) Stats' thoughts on Moonbirds acquisition (10:30) Web3 Headline Roundup (15:53) Should companies even buy BTC? (22:20) Strategy issue...

In this episode, we do talk about our thoughts on opportunities in the market, the increasing tensions between US and China and we look into why DEX volume is actually increasing. (0:00) Intro (1:33) Summer holidays? (5:43) NFT and Crypto Headlines (8:03) $KTA up to $981M FDV (13:19) Web3 Headline Roundup (18:58) What are we focusing on in the market? (22:46) Bread's thoughts on attention and...