The Modern Market Show

In this episode, we discuss the S&P hitting record highs as Bitcoin falls to $66K, Hyperliquid emerging as Wall Street's convenience store, and Marvell surging 32% after Nvidia's trillion-dollar call. 00:00 Introduction 00:29 Crypto Headlines and Web3 Roundup 05:34 Outperformers and Wild 30% Daily Stock Moves 08:54 NEAR's Real Usage and Revenue Story 12:46 Buying Zcash Through Infi...

In this episode, we discuss Saylor selling Bitcoin for the first time since 2022, Telegram rebranding its TON token to GRAM, and Anthropic confidentially filing for its IPO. 0:00:30 Crypto Headlines and Web3 Roundup 0:07:30 Virgin Galactic Confused For The SpaceX Ticker 0:11:15 Market Exhaustion And The Four Year Cycle 0:15:50 Saylor Sells Bitcoin First Time Since 2022 0:21:22 The Only Bitcoin Bid...

In this episode, we discuss Hyperliquid's surge to a $73 all-time high, the controversial SpaceX IPO index rule change, and the explosive run across on-chain trading card markets. 00:00 Introduction 00:51 Crypto Headlines and Web3 Roundup 06:10 SpaceX IPO Index Rule Change 13:01 Chesterton's Fence and Why Those IPO Rules Existed 21:32 Hyperliquid Hits $73 All-Time High 27:01 Hype's Bit...

In this episode, we discuss ICE (the owner of the New York Stock Exchange) meeting the Hyperliquid team, the S&P pushing to fresh all-time highs above 7,500, and Anthropic's $65 billion Series H raise at a $965 billion valuation. 0:00:00 Introduction 0:00:40 Crypto Headlines and Web3 Roundup 0:04:55 Oracle Risk and Blockchain Downtime 0:10:48 Eli Lilly and the GLP-1 Peptide Trade 0:14:37 P...

In this episode, we discuss Bitcoin's crash to $73K dragging the whole market down, Trump's promise to never let crypto down, and Liquid's new Co-Invest letting you trade directly via Claude. 00:00 Intro Music 00:28 Introduction 02:57 Crypto Headlines and Web3 Roundup 09:33 Bitcoin ETF Outflows And The Crypto Bid Drying Up 14:00 Hyperliquid Decoupling And The Hype Trade 17:42 Cutting T...

In this episode, we discuss Strategy retiring $1.5B of Bitcoin debt without buying more, Base launching MCP so agents can trade on your behalf, and SpaceX winning a $2.29B Space Force contract for a military data network. 00:00 Introduction 00:30 Crypto Headlines and Web3 Roundup 05:13 Bread On Hype ETFs And Pump Fun Multi-Chain 12:24 Hype Conviction Heading Into IPO Season 17:08 Strategy Retires...

In this episode, we discuss NEAR ripping back toward $3, OKX launching Exchange OS to rival Hyperliquid, and markets pricing in US-Iran peace despite mixed messaging. 0:00:00 Introduction 0:00:52 Crypto Headlines and Web3 Roundup 0:04:24 Legendary's Market Overview 0:10:31 NEAR Rips Again Toward $3 0:16:46 Google Trends and the Crypto Inflection Point 0:23:54 Crypto AI Market Cap vs OpenAI Com...

In this episode, we discuss NEAR ripping 28% on the AI and privacy narrative, MegaETH sunsetting its Terminal points campaign early, and Pump.fun adding USDC pairs as SOL declines. 0:00:00 Introduction 0:00:30 Crypto Headlines and Web3 Roundup 0:04:11 AI And Robotics Sector Showing Signs Of Life 0:09:15 Why NEAR Stands Out Against A Quiet Market 0:10:30 Binance Pre-IPO Market For SpaceX 0:18:39 SE...

In this episode, we discuss HYPE's rally past $58 and Zcash reclaiming $660, NVIDIA's record $81.6B quarterly earnings, and SpaceX filing for IPO as OpenAI signals the same. 00:00 Introduction 00:25 Crypto Headlines and Web3 Roundup 05:32 HYPE Flips Solana On FDV As Alts Lead The Market 13:00 The Four Year Cycle Versus Rate Hike Fears 16:00 Semiconductors Carrying The S&P And The Jevon...

Jim Perillo from Figment Capital sits down to talk why applications beat infrastructure, the early call on HIP-3, and leverage tokens as a smarter way to get leverage. Plus the token versus equity problem, and the story behind his Wall Street Journal Katana win. 0:00 From KPMG Tax Advisor To Crypto VC 6:22 How Figment Pivoted From Infrastructure To Applications 11:54 The Predicate Thesis And Middl...

In this episode, we discuss the stock pullback on soaring yields and Fed hike fears, Andrej Karpathy leaving OpenAI to join Anthropic, and VVV ripping twenty three percent on the AI trade. 0:00 Introduction 0:26 Crypto Headlines and Web3 Roundup 5:35 Bread On Rhinotic's 10K Tokens Experiment 14:42 V1 Punks About To Flip Pudgies 16:45 Stocks Slide On Surging Yields And Rate Hike Fears 21:04 Are...

In this episode, we discuss the SEC's potential innovation exemption for tokenized stock trading, Trump calling off the Iran attack after Gulf intervention, and Elon Musk losing his case against OpenAI. 0:00:00 Introduction 0:00:28 Crypto Headlines and Web3 Roundup 0:04:57 What's Catching Our Attention In The Market 0:06:43 Do You Still Need To Hold Bitcoin When Hype Exists 0:13:33 Why Hyp...

In this episode, we discuss Bitcoin sliding toward 77K as Iran tensions re-emerge, SpaceX going live for trading on Hyperliquid ahead of its record-breaking IPO, and why rising bond yields point to inflation pressure building. 0:00:00 Introduction 0:00:30 Crypto Headlines and Web3 Roundup 0:05:55 The AI Efficiency Shift In How We Work 0:17:11 Phunky On Whether AI Could Replace The Hosts 0:20:00 Wh...

In this episode, we discuss how Hyperliquid became the pre-market price discovery venue for the Cerebras IPO, Coinbase becoming the official USDC treasury deployer on Hyperliquid, and Trump's newly disclosed active single stock trading. 00:00 Introduction 00:24 Crypto Headlines and Web3 Roundup 06:29 S&P Hitting Record Highs And Robo Strategy 09:55 Nvidia H200 Chip Sales To China Approved...

In this episode, we discuss Bitcoin sliding below $80K while stocks keep ripping, Trump's state visit to China with a CEO delegation, and the Cerebras IPO pricing at $185 per share. 00:00 Introduction 00:28 Crypto Headlines and Web3 Roundup 05:25 Robot Strategy and the Case for Robotics Exposure 10:50 Getting Space Exposure and Knowing Your Edge 17:08 PPI Comes In Hot, Stocks Shrug It Off 19:4...

Lindsay Fraser from Blockchain Association joins to discuss the CLARITY Act, stablecoin rewards, and the U.S. path to crypto market structure. She breaks down the Senate process, DeFi protections, and why regulatory certainty could arrive before August recess. 0:00:00 Interview with Lindsay Fraser from Blockchain Association 0:02:05 Blockchain Association's role in aligning crypto stakeholders...

In this episode, we discuss the S&P rebound above 7,400, hot U.S. inflation hitting 3.8%, and Google and SpaceX exploring orbital data centers. 0:00:00 Introduction 0:00:49 Crypto Headlines and Web3 Roundup 0:04:25 Bread returns from Korea and Paper tweet drama 0:09:09 Hot CPI print raises rate-cut and hike-cycle questions 0:14:16 Legendary's Market Overview 0:18:34 AI stocks, portfolio re...

A conversation with Andy, co-founder of Mnstr, the on-chain TCG platform building on MegaETH around Pokemon cards, One Piece, graded slabs and gacha packs. We dig into the 85% perpetual buyback, why Fractional shut down, and the state of the trading card market right now. 0:00 Introduction 0:02 From DeFi Summer Degen To NBA Top Shot Aper 0:04 Why Fractional Shut Down And Returned Investor Money 0:...

In this episode, we discuss the S&P closing at a new all-time high above 7,400, HIMS dropping 18% on a Q1 earnings miss, and OpenAI launching its own Deployment Company. 0:00:00 Introduction 0:00:29 Crypto Headlines and Web3 Roundup 0:05:01 The Unitree Mecca And Why The EU Will Ban It 0:13:51 S&P Closes Above 7,400 With Semis Carrying The Index 0:21:36 HIMS Drops 18% On Earnings Miss And T...

In this episode, we discuss Saylor's new 10-to-20 Bitcoin buy ratio, the Cerebras IPO being 20x oversubscribed, and VVV's continued surge past $17. 0:00:00 Introduction 0:00:50 Crypto Headlines and Web3 Roundup 0:03:25 Price Action Across Majors And Alts 0:05:00 Pokemon Cards And The Speculation Cycle 0:11:55 Audemars Piguet Swatch Collab And Risk Appetite Returning 0:17:30 Semiconductor S...

Nigel Eccles, co-founder of FanDuel and now CEO of BetHog, joins us to break down why AI dealers are outperforming slots in popularity and how the product is being licensed to casinos worldwide. He also unpacks the $10M Series A and what's next for real-money crypto gaming. 00:00 Interview with Nigel Eccles from BetHog 02:25 Why AI Live Dealer Beats Traditional Live Dealer 05:37 AI Dealers Now...

In this episode, we discuss the US Iran escalation halting the market's rise, Tom Lee saying BitMiner may slow ETH buys as Saylor hints at selling Bitcoin, and Kalshi's $1B raise from Coatue at a $22B valuation. 0:00:00 Introduction 0:00:42 Crypto Headlines and Web3 Roundup 0:06:08 Q1 Lessons and Trading Tuition Fees Banter 0:11:40 Why Being Around Sharp Traders Matters 0:15:00 US Iran Esc...

In this episode, we discuss SpaceX partnering with Anthropic to boost Claude, the S&P ripping through 7,300 to new all time highs, and a hantavirus outbreak striking its eighth case on a luxury cruise ship. 00:00 Introduction 00:28 Crypto Headlines and Web3 Roundup 05:16 VVV And DEM Pump On AI Compute Demand 12:54 Bitcoin Bottoming And The Case For Higher 20:46 Oxxyy On Privacy Premium And AI...

In this episode, we discuss Saylor's stunning pivot to potentially selling Bitcoin to cover Strategy's dividends, Zcash ripping 40% toward $600 on a wave of cypherpunk and privacy narratives, and the S&P 500 hitting a new all-time high. 0:00 Introduction 0:32 Crypto Headlines and Web3 Roundup 6:31 S&P All-Time Highs and Oil Crashing on War-End News 11:22 Saylor's Strategy Shift...

Tony, co-founder of Movimentum and now COO of Stratosphere, breaks down how he turned CoinMarketCap into a 7-figure marketing channel and why he sold to Stratosphere. He also shares his thoughts on what crypto companies should be doing with marketing right now and why authority beats reach in the age of AI. 0:00 Dial In Interview with Tony from Stratosphere 4:42 Dial In Why CoinMarketCap Was The H...