The Modern Market Show

In this episode, we discussed why Solana is winning against L2s, the case against memecoins, the state of crypto VC investing, and why DeGods ripped 100% with Telegram alpha. (00:00) - Introductions (04:10) - NFT & Crypto Headlines (09:38) - Solana vs Blast: Why Is Their A Talent Drain Right Now? (18:58) - Why KBM Was Bearing Memecoins (27:00) - New $85M Crypto Funds - What Is The State Of Cry...

In this episode, we discussed the fallout from the Japanese rate hike, ETH as a cursed asset, and how memecoins keep ripping after every crash. (00:00) - Introductions (06:03) - NFT & Crypto Headlines (09:45) - Why Jack Butcher's Opepen Are So Unique (17:05) - DeGods Move To Telegram And Price Pumps (24:00) - Japanese Carry Trade - What Next? (37:17) - Jump Will Not Stop Selling ETH - Is T...

In this episode, we discussed what it might take for NFTs to go bigger, the NFT lending market and how the current landscape looks, whether or not this the cycle has even started (!), and the current state of memecoins after a huge crash and bounce. (00:00) - Introductions (06:42) - NFT & Crypto Headlines (10:46) - Can NFTs Go Bigger? What Will It Take? (18:29) - NFT Lending Market Analysis (2...

In this episode, we discussed the global economic meltdown and why stocks and crypto are experiencing such aggressive selling, focusing on 6 key factors for the day. (00:00) - Introductions (04:45) - NFT & Crypto Headlines (24:40) - Global Economic Meltdown & Problems - What Is Happening? (26:37) - The Japanese Yen Carry Trade - Why The 0.25% Rate Rise Was So Important (36:33) - US Rate Cu...

In this episode, we discussed if crypto was becoming too political and correlated to Trump, Coinbase earnings report and their relationship with USDC issuer Circle, and Jupiter's proposal to burn 30% of the $JUP supply. (00:00) - Introductions (03:44) - NFT & Crypto Headlines (10:48) - Is Crypto Getting Too Political Right Now? (14:58) - Can Crypto Forgive Democrats & Decorelate From T...

In this episode, we discussed BTC historical performance in different months, the chance of BTC dominance continuing, Tether's $5.4B profit in H1 2024, and the new BAYC memecoin. (00:00) - Introductions (06:12) - NFT & Crypto Headlines (13:17) - BTC Historic Performance: Will Dominance Continue? (30:50) - Tether - Why They Made $5.4B In Profit In H1 (46:35) - Web3 Headline Roundup (49:00)...

In this episode, we discussed more reflections on Trump's BTC speech, the broader political landscape and how betting is going crazy on the election, and how Solana keeps earning more fees than ETH. (00:00) - Introductions (04:08) - NFT & Crypto Headlines (10:50) - NFT Lending Disaster - How It Works (15:30) - Trump BTC Conference Speech - Reflections & Reactions (28:00) - Political Be...

In this episode, we discussed Trump's historical speech at the BTC conference and its implications, as well as why memecoins require more of our attention right now. (00:00) - Introductions (05:03) - NFT & Crypto Headlines (09:07) - Two Big Opportunities: Restaking & Prediction Markets (19:10) - Trump BTC Conference Speech - The Lowdown (47:45) - Web3 Headline Roundup (49:02) - $NEIRO...

In this episode, we discussed BTC big news out of BTC Nashville, where RFK has spoken and Presidential candidate Donald Trump will be speaking. (00:00) - Introductions (03:12) - NFT & Crypto Headlines (10:42) - Is Consumer Crypto A Scam? (11:00) - Trading In Liquid Markets (18:49) - Key Themes Of The Week (23:27) - RFK To Buy BTC As Much As Gold Holdings (39:33) - BlackRock Says No More Crypto...

In this episode, we discussed the Rekt Brands business strategy of leveraging a cult NFT following for drinks business success, and OSF's thoughts on the market as an incredibly successful trader. (00:00) - Introductions (02:02) - NFT & Crypto Headlines (06:40) - On The Sam Spratt Cult & NFT Market Thoughts (11:00) - Trading In Liquid Markets (18:35) - The Business Plan For Rekt Drinks...

In this episode, we discussed all things L2s and Shape with bonafidehan, took a look at the first day of the ETH ETFs trading and touched on institutional activity by Hamilton Lane and BlackRock. (00:00) - Introductions (05:19) - NFT & Crypto Headlines (07:44) - NFT Market Analysis (11:08) - Interview With bonafidehan (33:00) - ETH ETFs: Review Of Day 1 (38:48) - Hamilton Lane launches private...

In this episode, we discussed the state of the restaking market, the launch of the ETH ETFs and the significance of Animoca partnering with TON. (00:00) - Introductions (03:08) - NFT & Crypto Headlines (06:04) - NFT Market Analysis (13:24 ) - Restaking: Symbiotic Breakdown (22:03) - ETH ETFs start trading today (42:43) - Web3 Headline Roundup (44:54) - Animoca partners with TON -- DISCLAIMER:...

In this episode, we discussed the run on Solana, the difference between meme coins and Polymarket, and Joe Biden's withdrawal from the US presidential election. (00:00) - Introductions (06:28) - NFT & Crypto Headlines (08:09) - NFT Market Analysis (20:20) - How meme coins are different from bets on prediction markets (32:30) - Joe Biden drops out of presidential race (44:12) - Web3 Headlin...

In this episode, we discussed potential ETH Beta plays, the recent MIGGLES pump and took a deeper look at Yuga's partnership with Pixel Vault as well as touched on Hong Kong's plans on stablecoins. (00:00) - Introductions (03:26) - NFT & Crypto Headlines (04:55) - NFT Market Analysis (09:10) - ETH Beta Plays? (16:53) - $MIGGLES Pumps To $75M (26:34) - Yuga Partners With Pixel Vault (39...

In this episode, we discussed the current state of onboarding in crypto, the fee structure for ETH ETFs, Jamie Dimon's change alleged of heart towards BTC, and the recent pump in Doodles. (00:00) - Introductions (05:27) - NFT & Crypto Headlines (08:13) - NFT Market Analysis (22:18) - Why Airport Experience Matters And How That Translates To Web3 (31:25) - ETH ETFs: Fee Structure Explains (...

In this episode, we discussed the current state of memecoins and financial nihilism, yield farming on Pendle Finance and touched on Worldcoin as well as SkyTrade as a marketplace for air rights.(00:00) - Introductions (05:49) - NFT & Crypto Headlines (08:31) - NFT Market Analysis (19:27) - Yield Farming on Pendle Finance (27:38) - High FDV Tokens Celebrating a Comeback? (36:25) - Worldcoin Ves...

In this episode, we discussed the why Larry Fink turned bullish on BTC and the difference in trading prediction markets as opposed to memecoins. (00:00) - Introductions (04:04) - NFT & Crypto Headlines (06:57) - NFT Market Analysis (11:12) - Largest Punk Holder is Selling (28:28) - Larry Fink is Bullish on BTC (42:32) - Web3 Headline Roundup (44:51) - How to Trade Prediction Markets -- DISCLAI...

In this episode, we discussed the market implications of the failed Trump assassination attempt and memecoin financial nihilism. (00:00) - Introductions (02:50) - NFT & Crypto Headlines (05:10) - NFT Market Analysis (12:47) - DeFi Focus: What Is The Bull Thesis For Dino Defi Coins? (22:00) - Why Certain Neighbourhood Coins Will Not Catch A Bid (31:37) - Trump Assassination Attempt - Market Imp...

In this episode, we discussed the timing of Germany selling their $BTC, Ethereum getting close to an all-time high when it comes to the amount of ETH being staked, and looked into a study around the crypto trading volume across the globe. (00:00) - Introductions (05:00) - NFT & Crypto Headlines (19:21) - Germany's $BTC dump almost over; was the timing intentional? (33:36) - Staked ETH clos...

In this episode, we focused on Animoca Brands, its overall strategy, and the implications of a potential public listing in the future. (00:00) - Introductions (05:09) - NFT & Crypto Headlines (11:05) - Animoca Brands sees increase in company earnings (27:47) - How consulting firms work and future business models for Animoca (42:12) - Web3 Headline Roundup (44:42) - Goldman Sachs and RWAs (52:3...

In this episode, we discussed the state of the NFT market, utilities of NFTs beyond speculating and the $MOCA airdrop. (00:00) - Introductions (04:37) - NFT & Crypto Headlines (13:40) - Why NFTs are not dead (18:30) - Zora Mints & Doodles on Base (34:17) - The risk-reward ratio of buying NFTs (45:57) - Web3 Headline Roundup (48:27) - $MOCA Airdrop details -- DISCLAIMER: The content in this...

In this episode, we discussed whether Altcoins have topped this cycle, XAI nodes and token design as well as Threadguy's viral podcast with Andrew Tate (00:00) - Introductions (07:50) - NFT & Crypto Headlines (12:35) - Have altcoins topped this cycle? (22:35) - XAI nodes unlock smaller than anticipated (31:26) - Threadguy interview with Andrew Tate goes viral (40:18) - Web3 Headline Roundu...

In this episode, we discussed the state of the market, fragmented attention, key narratives in crypto, and whether airdrop farming is dead or alive. (00:00) - Introductions (09:07) - NFT & Crypto Headlines (18:00) - The state of airdrop farming: points vs fixes yield (34:25)- Is the cycle over once the main character dies? (41:32) - Memes are down - has sentiment changed? (50:41) - Web3 Headli...

In this episode, we discussed how DAOs are managed and the issues associated with running one, the long-term impacts of MiCA, and the $100M APE Banana Bill that passed. (00:00) - Introductions (7:55) - NFT & Crypto Headlines (23:30) - Weekly Recap & MiCa impacts (30:30) - PolkaDot + How are DAOs allocating funds? (49:06) - Web3 Headline Roundup (50:51) - The $100M $APE Banana Bill -- DISCL...

In this episode, we discussed how liquidity has too many options right now, government selling BTC and the subsequent liquidations, memecoins & sports gambling, and the dissapointing $WELL launch. (00:00) - Introductions (11:00) - NFT & Crypto Headlines (15:34) - On Fractured Liquidity - Why Capital Is Going In Too Many Differnet Directions (21:42) - Should Protocols Share Their Fees With...