The Modern Market Show

In this episode, we discussed Blast's declining FDV at $1.8B FDV, key ratios to keep in mind when crypto investing, and the big AI x Crypto seedround, as well as some BTC market hot takes. (00:00) - Introductions (05:58) - NFT & Crypto Headlines (08:15) - YogaPetz Free Fall - Why Are They Falling? (12:56) - Blast Reflections: Why Does It Continue To Disappoint And How Should We Compare It?...

In this episode, we covered the opportunities post Blast as USD 1 billion of TVL leaves the Blast ecosystem; could TON, Berachain or EtherFi be viable next plays? (00:00) - Introductions (04:25) - NFT & Crypto Headlines (10:40) - Berachain Proof of Liquidity (13:20) - Blast Segment: EtherFi x Blast Double Dip (21:30) - Circle First Mover: MiCA Regulation (28:00) - Stablecoins: The Killer Insti...

In this episode, we discussed the how new token investors are probably rekt, huge unlocks incoming and if we should short the market, and Pudgy Chain's attempt to take over consumer crypto. (00:00) - Introductions (03:49) - NFT & Crypto Headlines (06:17) - NFT Market Analysis (13:17) - First Cycle VCs: Why Many Will Get Rekt & The Real Opportunity (41:20) - Huge Unlocks Incoming - What...

In this episode, we discussed the Coinbase x Stripe partnership, the Blast Vision, the surprise Solana ETF which sent SOL, and presidential memecoins which died after the debate (at least for now). (00:00) - Introductions (05:45) - NFT & Crypto Headlines (08:08) - NFT Market Analysis (15:00) - Top Web3 Trends This Week (23:07) - Blast Vision: Why A Big Deal? (27:18) - Coinbase x Stripe: The Pa...

In this episode, we discussed the reflections on the Blast airdrop: the good, the bad, the ugly. Why the chain still has potential, and how people are completely unfair with their judgments and expectations. We also explore some key strategies for moving forward on Blast. (00:00) - Introductions (03:00) - NFT & Crypto Headlines (04:52) - NFT Market Analysis (11:42) - Blast Airdrop Reflections:...

In this episode, we discussed the impacts of lower liquidity on NFT marketplace Blur, and what people are hoping for and/or expecting from the Blast TGE today. (00:00) - Introductions (03:00) - NFT & Crypto Headlines (05:28) - NFT Market Analysis (07:45) - Blur Liquidity Gone: Is A Wider Spread Better Or Worse? (21:52) - Solana Blinks: Consumer Crypto Is Coming (27:53) - Web3 Headline Roundup...

In this episode, we discussed the continued Arbitrum Investment as they increase exposure to RWAs. Are memecoins superior to locked Defi tokens and is LIDO a beta play to ETH? (00:00) - Introductions (03:40) - NFT & Crypto Headlines (17:00) - Are Memecoins Superior to Ponzified Yield Tokens? (24:00) - Is Double Staking a Viable Solution? (28:00) - Is LIDO an ETH Beta Play? (40:00) - Retail Isn...

In this episode, we discussed the article by prominent investor Andrew Kang which has flipped very bearish ETH, how that affects our portfolios, and the Pudgy Penguin 'Redacted' Announcement. (00:00) - Introductions (04:20) - NFT & Crypto Headlines (10:15) - Is The ETH ETF Bearish? (34:30) - So Many Coins - Can They All Go Up? (37:35) - How Bearish Sentiment Affects Our Portfolio (45:0...

In this episode, we discussed Miladies ATH and how their counter culture is winning, the NFT loan market disaster averted, and the key themes of the week in crypto. (00:00) - Introductions (06:56) - NFT & Crypto Headlines (08:56) - Miladies - Why ATH? (14:19) - Why NFT Loan Distaster Is All Clear (25:10) - Themes Of The Week - What Will Stay Important? (46:48) - Web3 Headline Roundup (49:17) -...

In this episode, we discussed the $11 billion Eigen Pre-market launch, the decline in the value of Punks and the Kraken vs Certik saga. (00:00) - Introductions (03:20) - NFT & Crypto Headlines (06:00) - Punks Decline: Is PunksOTC Selling His Bag? (29:00) - Bear Market Portfolio Reallocation (32:45) - Eigen Pre-Market Indicator for Blast? (44:20) - Web3 Headline Roundup (46:20) - Kraken Securit...

In this episode, we discussed the SEC's 180 on the Ethereum Staking pushback, the direction NFTs are headed and the $100 million bet by GCR and Schreli. (00:00) - Introductions (04:50) - NFT & Crypto Headlines (07:15) - Airdrop Farming Incentives broke NFTs? (22:00) - Are Layer 2 NFTs the Future? (30:00) - ETH Wins: SEC ETH Staking 180 (42:00) - Layer Zero Checker Live! (45:10) - Web3 Head...

In this episode, we discussed why the NFT market is collapsing, how the perpetual NFT lending market works, shorting NFTs right now, and the new gold-backed dollar. (00:00) - Introductions (02:55) - NFT & Crypto Headlines (05:15) - NFT Market Is Blood Red - What Happened? (20:02) - BLEND NFT Lending Deep Dive: How Does Perpetual NFT Lending Work (34:55) - Is Shorting NFTs Now A Good Idea? (46:...

In this episode, we discussed the $6B zkSync airdrop, why the timeline is a mess right now, and the crazy user numbers on TON. (00:00) - Introductions (03:11) - NFT & Crypto Headlines (09:00) - Why Is The Market So Stressed By Celebrity Coins? (12:25) - Penguin Summer: How Pudgies Are Bringing The Good Vibes (15:00) - Time Line Thriving Off Drama: How To Cope (24:53) - $6B ZkSync Airdrop Is He...

In this episode, we discussed how to be successful online Paradigm's huge $850M raise for early stage crypto, and how $PIRATE is saving Web 3 gaming right now. (00:00) - Introductions (04:20) - NFT & Crypto Headlines (10:01) - How To Deal With Failure & Be Succesful Online (25:47) - Spot ETH ETF By End Of Summer? (28:30) - SOL vs ETH Right Now (31:03) - Paradigm Raise $850M Fund (43:40...

In this episode, we covered the potential systemic risk around Curve Finance, the Terra Luna $4.5bn Settlement and is Blast Gold worthless? (00:00) - Introductions (02:10) - NFT & Crypto Headlines (11:15) - Terra Luna: $4.5bn Fine for Do Kwon (25:10) - Michael Ergorov CRV Liquidation Systemic Risk (39:00) - Web3 Headline Roundup (41:30) - Blast Gold Distribution 5: Which Protocols Won? (52:10)...

In this episode, we covered Symbiotic (backed by Lido) as it offered an alternative to Eigenlayer, the Pudgy sweep and is the next narrative Telegram? (00:00) - Introductions (07:00) - NFT & Crypto Headlines (24:10) - Symbiotic: The New Eigenlayer? (37:20) - Pudgy Token Imminent? (44:30) - Web3 Headline Roundup (51:00) - Is Telegram the Next Crypto Catalyst? (53:00) - Insane Stablecoin and NFT...

In this episode, we covered the Blast the Balloon GambleFi app, ZK Sync airdrop, Prime token dump and Apple's move into AI (00:00) - Introductions (03:10) - NFT & Crypto Headlines (12:05) - Blast the Balloon Segment (19:30) - ZK Sync Token Airdrop; Bullish? (35:00) - Prime Token Dump: Tokenomics Restructuring (47:00) - Web3 Headline Roundup (48:50) - Apple Intelligence: Bullish or Bearish?...

In this episode, we discussed how we learned from our old start up, the CryptoPunk crisis, the huge next airdrop + general BTC predictions. (00:00) - Introductions (04:27) - NFT & Crypto Headlines (07:50) - CryptoPunks In Crisis? (21:46) - How We Learned From Our Old Start Up (35:26) - ZkSync: The Big Airdrop Is Near (43:06) - $200M Gaming Fund On Arbitrum (51:20) - Web3 Headline Roundup (53:0...

In this episode, we discussed Roaring Kittie becoming a billionaire, Robinhood buying a crypto exchange, and the under-discussed crypto opportunity developing on Telegram (00:00) - Introductions (03:16) - NFT & Crypto Headlines (05:55) - Price Action Analysis: Wolf Game & Nouns (12:45) - Will Roaring Kittie Become A Billionaire Today? (23:57) - RobinHood Purchase Bitstamp - Bullish For Cry...

In this episode, we discussed how to be lucky + make money, the global rate cuts and implications for crypto, and Van Eck's crazy ETH price predictions. (00:00) - Introductions (02:06) - NFT & Crypto Headlines (13:30) - Naval Ravikant: How To Be Lucky + Make Money (26:28) - Canada Rate Cut: ECB Next and Bull Market Catalyst? (39:28) - VanEck $154K ETH by 2030? (48:00) - Web3 Headline Round...

In this episode, we had the pleasure of Stephen Young (CEO, NFTfi) joining us to offer his insights on the market as Bitcoin hits $71K and BNB breaks new all time highs (00:00) - Introductions (06:35) - NFT & Crypto Headlines (15:40) - NFTfi: The Inception Story and NFT Market Evolution (29:00) - Bitcoin ETF Price Suppressed by a Delta Neutral Hedge? (41:10) - Web3 Headline Roundup (43:00) - A...

In this episode, we discussed Base's crazy number of memecoins, Ethena being the fastest USD asset to $3B, Rekt Guy giving equity to NFT holders, & the $1M Pacmoon airdrop to content creators. (00:00) - Introductions (05:13) - NFT & Crypto Headlines (15:20) - Base Coins Outnumber All Other Coins - What Is Going On? (23:07) - $3B USD Asset: Fastest In History + How To Participate (27:50...

In this episode, we discussed Chamath's $500k BTC price prediction, Roaring Kittie's million dollar GME positions, and Biden veto of pro-crypto bill. (00:00) - Introductions (08:00) - NFT & Crypto Headlines (16:10) - Cult Investing Thesis: Why We Invest In Cults (32:00) - Chamath's $500K BTC Prediction (43:22) - Biden Vetos SAB 121: Democrats Anti-Crypto Again? (46:30) - Web3 Headl...

In this episode we discuss how Trump's guilty verdict impacts his memecoins and how Pacmoon's social engagement plan is building its community (+FDV) in a thoughtful way. Apologies no timestamps today! -- DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only

In this episode, we discussed Ethereum as a software play by traditional investors, Blast Gold distribution #4 lands and the Solana Paypal Stablecoin developments (00:00) - Introductions (04:45) - NFT & Crypto Headlines (15:00) - Ethereum: The Software Investment for TradFi? (30:00) - Blast Gold Distribution 4: $76M up for Grabs (45:15) - Web3 Headline Roundup (47:15) - Paypal Stablecoin on So...