The Modern Market Show

In this episode, we discuss the story of an alleged whale moving Polymarket odds, dive into our weekly Publish & Profit segment and touch on a16z's State of Crypto report. 06:20 - NFT & Crypto Headlines 16:13 - Web3 Headline Roundup 07:50 - Meme NFTs are moving up 15:07 - Blackrock sees BTC as own asset class 18:18 - Thoughts on USD dominance across stablecoins 23:27 - Publish & Profit...

In this episode, we discuss Praxis' $525M raise to build a crypto friendly city, get into the second Legendary Defi segment and touch on GOAT's contied run to $300M. 03:46 - NFT & Crypto Headlines 13:04 - Web3 Headline Roundup 15:20 - Non-USD stablecoins 21:58 - Trump leads 60:40 on Polymarket 27:43 - Legendary Defi - Spark 33:2 - $525M Raise by Praxis to build crypto-friendly city 40:14 - Are...

In this episode, we discuss the massive inflows into the BTC ETFs and focus on our interview with the legendary artist 0xDEAFBEEF. 04:29 - NFT & Crypto Headlines 08:48 - Web3 Headline Roundup 07:50 - Meme NFTs are moving up 15:07 - Blackrock sees BTC as own asset class 19:55 - Thoughts on Ordinals and Runes 22:53 - Significant Beeple sales in the last 24 hours 26:37 - Interview with Deafbeef 2...

In this episode, we discuss whether memes are the new class warfare and touch on GOATS fast surge to $100M 04:50 - NFT & Crypto Headlines 07:50 - Meme NFTs are moving up 14:58 - Is the meme mania class warfare? 21:12 - Are L2s Ethereum? 25:00 - A premature move to L2s 28:20 - $GOAT history & links to Truth Terminal 36:00 - $GOAT surged to $110M & 37:50 - SUI reached a quarter of SOL's...

In this episode, we discuss Uniswap's new L2, dive into the technicalities of Movement Labs' testnet and touch on the price action in Runes. 04:58 - NFT & Crypto Headlines 10:23 - Polymarket: winners and losers 15:20 - The difference between memes and Polymarket 18:38 - Binance announced pre-market feature 28:27 - Uniswap announces own L2 35:00 - User experience and increase of complexity 39:2...

In this episode, we discuss the overinvestment in infrastructure projects, go into the details of the 800 ETH Xcopy art sale and cover Stripe's acceptance of stablecoin payments. 05:32 - NFT & Crypto Headlines 11:28 - Overinvestment in infrastructure 14:55 - Applications Out-Earn Infrastructure 23:55 - Legendary DeFi - GHO on Aave 33:55 - Xcopy 800 ETH Sale 37:49 - Punk4945's Xcopy collections...

In this episode, we discuss the rise in memes and meme NFTs, touch on ZachXBT doxxing Murad's wallets and get into the tokenomics of Scroll 04:06 - NFT & Crypto Headlines 12:20 - Bitcoin dominance at 54% 15:52 - $44M bet on who Satoshi is 20:50 - Is Polymarket really a truth finding machine? 24:44 - Publish & Profit: How to get distribution 32:52 - ZachXBT reveals Murad's wallets 40:05 - M...

In this episode, we discuss the correction in memes, the status quo of the Chinese markets and dive into XCOPY's drop on Shape. 06:06 - NFT & Crypto Headlines 12:20 - Memes are correcting 16:50 - China market update 21:54 - US Supreme Court refuses to hear Silk Road BTC case 24:30 - XCOPY drop on Shape 30:20- How the bull market affected artist-collector relationships 34:55 - XCOPY's body of w...

In this episode, we discuss if ordinals are undervalued, touch on a new type of KOL roundsand dive into the status quo of the market 06:37 - NFT & Crypto Headlines 09:27 - Are Ordinals undervalued? 13:00 - BTC memecoins vs ETH and SOL marketcaps 16:05 - A new type of KOL rounds? 25:08 - DeFi on Solana: fee revenue 30:24 - EIP to increase ETH throughput by 50% 33:59- Status quo of market trends...

In this episode, we discuss what is catching our attention in the market, explain the debasement trade and get into a discussion about how information flows in crypto. 04:55 - NFT & Crypto Headlines 10:48 - What's catching our attention in the market 14:20 - What L2s need to do to incentivize participants 22:42 - The debasement trade lifting BTC 30:03 - They 24,000 ETH Punk sale 36:35 - Graysc...

In this episode, we discuss airdrop farming business models, talk about our previous company and experience as creators, and touch on the Eigenlayer FUD. 05:49 - NFT & Crypto Headlines 11:52 - Airdrop farming as a business model 15:53 - Learnings from building airdrop season 20:26 - Publish & Profit 23:30 - How to not get stuck in your head 27:19 - Market correction continues 30:54- The "W...

In this episode, we discuss airdrop farming strategies, Polymarket's conflict markets and touch on how crypto majors and memes are reacting to the situation in the Middle East.04:58 - NFT & Crypto Headlines 12:45 - 6 figures in airdrops 20:10 - Polymarket and the conflict markets 23:25 - Vitalik draws the line on assassination markets 31:10 - Majors drop after Iran attacked Israel 33:52 - Why...

In this episode, we discuss Eigenlayer's valuation, Shape's launch and interview legendary artist DeeKay. 04:30 - NFT & Crypto Headlines 06:35 - Beeple is up + new drop 11:00 - Eigenlayer trades at $6.9B FDV 13:42 - Whitelist open for Trump's Defi protocol 18:32 - Shape is live 22:38 - DeeKay Intro 25:50 - DeeKay on Destiny 31:39- Partnership with Shape 36:30 - What is Deeple? 42:24 - Customiz...

In this episode, we discuss the current state of our portfolio, touch on BlackRock's BTC report and look at the current ETF flows. 06:58 - NFT & Crypto Headlines 11:27 - Where is our portfolio focused at the moment 18:27 - Yolo ETH LP 22:43 - BlackRock's BTC report 27:10 - Bitcoin and geopolitical events 33:00 - $494M BTC inflows last Friday 41:05 - Moonshot and meme update 45:48- Web3 Headlin...

In this episode, we discuss capital and unlock structures, how the meme mania won't stop and dive into Ethena's new stablecoin backed by BlackRock's BUIDL fund. 07:23 - NFT & Crypto Headlines 12:05 - $SWELL TGE delayed 18:38 - Understanding investment and capital structure 21:35 - $TIA unlock structure 30:52 - Meme mania continues 36:10 - Curating user flow matters for memes 38:00...

In this episode, we discuss if Base really is the place to build, dive into what Infinex is and how their raise worked, and touch on the current state of the memecoin market. 04:13 - NFT & Crypto Headlines 13:12 - Is Base really the place to build? 19:04 - Fantasy Top boasts strong weekly revenue 22:43 - Publish & Profit: Creating with a niche community in mind 26:38 - Succeeding as a gene...

In this episode, we discuss based roll ups extensively, dive into stats around Polymarket's political bets and touch on the significant uptick in ETH ETF volume. 00:00 - Introductions 08:20 - NFT & Crypto Headlines 11:48 - Is ETH a dictatorship? 16:44 - Vitalik's social power 20:14 - What are based roll ups? 24:15 - Value capture in based roll ups 29:36 - Potential MEV issues 32:56 -Po...

In this episode, we discuss our partnership with Shape, touch on TIA's $100M raise and address rumors around a Polymarket token. 00:00 - Introductions 04:03 - NFT & Crypto Headlines 08:20 - $TIA is up on $100M raise 15:10 - Federal Judges criticize SEC 18:44 - Trump appointed hundreds of judges 23:35 - Potential Polymarket token 30:42 - Shape X Modern Market 36:12 - It all started with art...

In this episode, we discuss US elections, the token launch meta on Telegram and share our thoughts on the trajectory of ETH. 00:00 - Introductions 05:25 - NFT & Crypto Headlines 11:44 - Telegram TGEs are hyped 17:37 - Low float, high FDV is over 23:28 - Does the US president matter for crypto? 28:35 - The multiple dimensions of crypto price action 33:25 - Is ETH back? 38:40 - Where will BTCfi...

In this episode, we discuss the successful sportscar sponsorship proposal in Apecoin DAO with Kodama, analyze why the market is up, and dive into Tether's dominance when it comes to stablecoin and whether that is concerning. 00:00 - Introductions 03:45 - NFT & Crypto Headlines 10:24 - ApecoinDAO sponsors BMW for 3 years 17:00 - Next steps to execute the proposal 20:25 - Marketing plans aro...

In this episode, we discuss angel investing in web3, the price of a Punk and yesterday's rate cuts. 00:00 - Introductions 03:47 - NFT & Crypto Headlines 09:27 -Angel investing in web3 20:00 - Punks price vs BTC 31:01 - Fed 50 bps rate cut 36:08 -Rate cut to tank the market? 40:10 - Solana Saga 2 $70M in preorders 43:50 - The real risk of using crypto mobile 45:45 - Web3 Headline Roundup 47...

In this episode, we discuss NFTs vs memes, monetizing strategies as a creator and the aggressive pump of $NEIRO. 00:00 - Introductions 05:12 - NFT & Crypto Headlines 13:12 - Are NFTs coming back? 17:27 - NFTs catching up to memes 21:06 Monetizing as a creator 28:02 -One-off vs long-term partnerships 35:40 - $NEIRO up to $350M 38:30 - Binance new listing strategy? 45:23 - Web3 Headline Roundup...

In this episode, we discuss onchain reputation, the Farokh interview with Donald Trump, and we dive into MicroStrategy's BTC buys. 00:00 - Introductions 04:30 - NFT & Crypto Headlines 11:45 - Do we need creator awards in web3? 16:35 - How to measure influence 19:46 - On-chain reputation 25:25 - Farokh Trump interview 29:33 - World Liberty Financial 34:30 - Execution risk: World Liberty Fin...

In this episode, we discuss Degods move to $degod, touch on Token2049 in Singaopore and explore DeFi on BTC 00:00 - Introductions 09:49 - NFT & Crypto Headlines 13:50 - Being passionate about IP in Web3 17:30 - What are they SEIng? 20:50 - Redacted Airlines to Singapore 24:33 - On cloud gaming and infrastructure 30:10 - DeGods to $degod 33:52 - Game theory on DeGods/$degod 37:52 - DeGods excel...

In this episode, we discuss OpenAI's new model, Coinbase launching cbBTC and talk about Animecoin launching Anime.com. 00:00 - Introductions 04:22 - NFT & Crypto Headlines 12:10 - Open AI released OpenAI o1 16:00 - AI image generation and prompting 22:10 - Azuki IP and AI 31:34 - Coinbases launches cbBTC 33:50 - Regulatory perspective on cbBTC 42:05 - Web3 Headline Roundup 43:23 -Animecoin...