The Modern Market Show

In this episode, we discuss Bitcoin reclaiming $80K, Haun Ventures launching a $1B fund for crypto and AI, and the UAE's response to a new Iranian missile attack. 0:00 Introduction 0:27 Crypto Headlines and Web3 Roundup 4:13 Where DeFi Capital Is Moving As Yields Disappear 10:11 Legendary's Market Overview And Strategy Earnings 18:43 Haun Ventures Announces $1B Crypto and AI Fund 22:11 Pub...

In this episode, we discuss Bitcoin pushing above $80K on Iran headline volatility, Peter Thiel's Founders Fund raising a record $6B, and Hyperliquid launching HIP-4 outcome markets. 00:00 Introduction 00:30 Crypto Headlines and Web3 Roundup 10:43 NFT Market Revival and Pokemon Card Mania 14:46 Bitcoin Above $80K On Iran Escalation Fakeout 22:09 Anthropic Revenue Doubles To $44B Annualized 25:...

In this episode, we discuss the S&P surging through 7,200 as Google rips another 4%, Japan intervening to prop up the yen, and MegaETH trading at $1.5B FDV after its first day. 00:00 Intro Music 02:56 Crypto Headlines and Web3 Roundup 12:25 DeFi Hacks And Why Legendary Is Staying Out Of On-Chain Yield 16:25 S&P Through 7,200 And Eli Lilly Earnings Drive Health Care 22:49 Chevron Energy Tra...

David from USDai joins us to discuss building a synthetic dollar protocol that finances AI infrastructure by turning GPUs into on-chain collateral. We cover Chip token's $650M FDV launch, pivoting from NFTs and watches to GPU lending, and the "interest rate of intelligence" thesis. 00:00 Interview with David from USDai 03:53 Pivoting From NFTs And Watches To GPU Lending 10:25 Predato...

In this episode, we discuss OpenAI missing its internal earnings targets, UAE leaving OPEC after sixty years, and Pump Fun burning 36% of its supply. 00:00 Intro Music 04:01 Crypto Headlines and Web3 Roundup 11:53 Doge Speculation and Where Liquidity Hides 15:24 Paul Tudor Jones Says S&P Is Massively Overleveraged 19:46 IPO Unlocks As The 1999 Echo 23:07 OpenAI Missed Internal Earnings Targets...

In this episode, we discuss NVIDIA becoming the first $5 trillion company, China forcing Meta to unwind its $2B Manus acquisition, and Microsoft-OpenAI restructuring their partnership to nonexclusive. 00:00 Intro Music 02:57 Introduction 05:26 Crypto Headlines and Web3 Roundup 08:05 Why $100 Oil Is The New Normal 15:59 NVIDIA Hits $5 Trillion Market Cap 21:32 Long NVIDIA Short Tesla Trade Setup 23...

In this episode, we discuss Bitcoin holding $77K against rising oil prices, the Aave recovery fund plugging the RSETH hole, and Western Union launching its own stablecoin on Solana. 00:00 Intro Music 2:57 Crypto Headlines and Web3 Roundup 6:17 NFT Market Resurgence Across Bored Apes,Pudgies And Azuki 15:19 Bitcoin Holds $77K As Oil Spikes And S&P Hits Record 22:08 AI Tokens VVV And DIEM Defend...

Alp, cofounder of Brix, joins us to explain how they're bringing the $60B Turkish lira carry trade on chain. We break down how the 45% APY works, the risks involved, and how Brix plans to expand across emerging markets. 0:00:00 Interview with Alp from Brix 0:05:22 How The Turkish Lira Carry Trade Works 0:09:45 Risks Of The 45% APY Trade 0:10:54 Brix Capacity And Liquidity 0:14:40 Expanding To...

In this episode, we discuss the DOJ arresting the Maduro Polymarket insider trader, MegaETH's 7-day TGE countdown, and oil back to $98 as risk assets hold. 0:00:00 Intro Music 0:02:57 Crypto Headlines and Web3 Roundup 0:08:04 Big Week For AI: GPT 5.5, Opus 4.7, DeepSeek V4 0:12:14 GPT Image 2.0 And Real-World Use Cases 0:17:25 United DeFi Movement Plugs 80% Of The Hack Hole 0:22:05 Legendary&#...

Henry, founder of Hit One on MegaETH, on building "arcade finance" — a slot-machine UI where users don't see their direction or asset until the trade closes. He breaks down a 45% win rate on blind 1000x leverage trades, why Hit One isn't the house, and why crypto's biggest barrier is that it's not culturally cool yet. 0:00 Introduction 3:35 Why Hit One Hides Trade Directi...

In this episode, we discuss the S&P pushing record highs at 7,100 with Bitcoin holding 77K, AngelList's USVC retail private market launch with Naval, and Chip surging past $1.1B FDV. 0:00 Intro Music 2:56 Crypto Headlines and Web3 Roundup 8:03 Polymarket Weather Sensor Manipulation Story 18:27 Legendary's Market Overview 26:08 S&P Versus Bitcoin Allocation Debate 29:58 Ignoring Tru...

In this episode, we discuss Bitcoin pushing past $78K, Tempo going live with DoorDash and Stripe for stablecoin payments, and the Chip token pumping after its airdrop. 00:00 Intro Music 03:57 Crypto Headlines and Web3 Roundup 08:21 Base Aztec Upgrade And Arbitrum Zaps Hacker Funds 11:37 SpaceX Acquires Option On Cursor At $60B 19:43 Pre-IPO Perps And Prediction Markets Battle 26:56 Bitcoin Surges...

In this episode, we discuss Tim Cook stepping down as Apple CEO after a $4T run, Michael Saylor buying another $2.5B of Bitcoin, and Arbitrum's Security Council freezing $174M tied to the KelpDAO exploit. 00:00 Intro Music 01:58 Introduction 04:07 Crypto Headlines and Web3 Roundup 05:15 Legendary's Market Overview 11:14 a16z Launches Monitoring The Situation 20:40 Decline of Traditional Me...

In this episode, we discuss the Kelp DAO exploit likely by North Korea's Lazarus Group and the $7B outflow from DeFi, Polymarket seeking a $400M raise at a $15B valuation, and the Strait of Hormuz closing again as a US naval blockade appears to seize a Chinese ship. 00:00 Intro Music 02:57 Introduction 05:08 Crypto Headlines and Web3 Roundup 06:15 Weekend Recap and Asteroid Meme Coin Mania 12:...

In this episode, we discuss the S&P 500 hitting a new all-time high above 7,000, the controversial World Liberty Fi governance proposal, and Allbirds stock surging 400% after pivoting from shoes to AI. 00:00 Intro Music 03:57 Introduction 07:55 Crypto Headlines and Web3 Roundup 09:05 Venice VVV Buy and Burn Thesis 17:25 S&P 500 Above 7,000 and Middle East Outlook 24:03 Polymarket Odds on I...

In this episode, we discuss Strategy's STRC preferred stock driving Bitcoin, Pumpcade's $5M raise for streaming prediction markets, and X launching cash tags with Wealthsimple integration. 0:00:00 Intro Music 0:02:57 Introduction 0:05:35 Crypto Headlines and Web3 Roundup 0:06:20 What's Catching Your Attention 0:09:07 Tether's Gasless Wallet Experiment 0:12:23 Is Strategy's STRC...

In this episode, we discuss Bitcoin surging past $74K with Hype hitting $45, the US blockade on the Strait of Hormuz as Chinese ships keep passing, and Y Combinator distributing funding via stablecoins. 0:00:00 Intro Music 0:04:57 Introduction 0:08:45 Risk-On Energy Returning To The Markets 0:13:32 Why The Market Shrugs Off Middle East Escalation 0:21:23 Crypto And Stocks Are Both Ripping Higher 0...

President Trump's naval blockade sends oil higher and stocks lower, Justin Sun accuses the World Liberty Finance team of hiding a secret blacklist function in the WLFI token contract, and AAVE becomes token-centric with its latest governance proposal passing. ⚠️ Apologies, we had technical issues today so there are no timestamps and video on this episode. DISCLAIMER: The content in this show is ne...

In this episode, we discuss stocks and crypto pumping together on Iran ceasefire optimism, the Covenant subnet leaving BitTensor over decentralization concerns, and Monad reclaiming all-time highs. 02:58 Introduction 09:23 Crypto Headlines and Web3 Roundup 14:11 Trump Posts Stake Gambling Ad From Truth Social 22:50 Stutz On Midterms And No Checks And Balances 27:51 Stocks Pump On Iran Ceasefire Op...

In this episode, Jay shares the thesis behind the Legend Trade Series — an eight-trader live tournament in NYC with Polymarket as title sponsor. He breaks down why trading shares the DNA of competitive gaming, how Legend differentiates from FOMO and Robinhood, and why bear markets are the best time to build. 0:00:00 Interview with Jay from Legend Trade 0:03:42 Why Trading Is An Esport And The Poke...

In this episode, we discuss Bitcoin being proposed as payment for Iranian tanker tolls as the Middle East ceasefire breaks down, France passing a law to declare any crypto wallet over €5,000, and Meta shares surging 8% on the Muse model launch. 0:00:00 Intro Music 0:05:00 Introduction 0:07:34 Crypto Headlines and Web3 Roundup 0:13:44 Bitcoin Payments For Iranian Tanker Tolls And Ceasefire Falling...

In this episode, we discuss the US-Iran tentative ceasefire sending risk assets higher, Zcash and Monad leading a crypto risk rebound, and Anthropic's Project Glasswing powered by Claude Mythos. 0:00:00 Intro Music 0:03:57 Introduction 0:05:34 Bread's bike training and health max 0:08:41 Crypto Headlines and Web3 Roundup 0:12:12 US And Iran Reach Tentative Ceasefire Agreement 0:19:06 Legen...

In this episode, we discuss the SABIC petrochemical facility strike in Saudi Arabia, Ethena's proposal to add four new collateral types to USDe, and Chaos Labs quitting Aave as risk manager over a pay dispute. 00:00:00 Intro Music 00:03:57 Introduction 00:11:08 Crypto Headlines and Web3 Roundup 00:15:33 SABIC Petrochemical Plant Hit In Saudi Arabia 00:21:10 Oil Climbs While Stocks Refuse To Pr...

In this episode, we discuss the equity sell-off and oil surge following Trump's address on Iran, the SpaceX IPO filing targeting a $1.75 trillion valuation, and the Drift Protocol hack on Solana. 00:00 Intro Music 03:54 Introduction 05:29 Last Show Before Easter Weekend 08:07 [SPONSORED] Katana Partnership 08:36 Crypto Headlines and Web3 Roundup 15:13 Equity Sell-Off and Oil Surge on Trump&#39...