The Modern Market Show

In this episode, we discuss the US-Israel strikes on Iran and the escalating conflict across the Middle East, gold surging 5% on the week above $5,300, and the AI crypto narrative gaining momentum with Venice's VVV token up 71%. 0:00:00 Intro Music 0:04:57 Introduction 0:07:02 Weekend Reflections on the Iran Conflict 0:12:50 Crypto Headlines and Web3 Roundup 0:17:23 US-Israel Strikes on Iran 0...

Serpin, cofounder and CEO of Ethos, returns to discuss how on-chain reputation can solve the growing crisis of distinguishing humans from AI agents online. He shares how his open source OpenShift tool runs 15 AI employees for 12 cents a day and why most crypto AI agents are still a LARP. 0:00:00 Serpin's take on AI layoffs and vibe coding 0:02:02 15 AI employees for 12 cents a day 0:07:07 Are...

In this episode, we discuss Block's massive 40% workforce reduction and what it signals for AI-driven unemployment, DX Research Group's $25M autonomous agent trading experiment, and Anthropic rejecting the Pentagon's final offer on autonomous weapons. 0:03:26 Introduction 0:05:36 Bitcoin losing its narrative as a store of value 0:13:06 Phunky's bull case for Bitcoin long-term 0:17:04 HyperLiquid a...

In this episode, we discuss Citadel's rebuttal to the Citrini article on AI labor displacement, Bitcoin's bounce back to $69K before pulling back, and NVIDIA's record quarter with $68B in revenue. 04:57 Introduction 06:27 Legendary's GitHub Project and AI Agent Memory Layer 08:34 Perplexity Computer Mode Launch and Claude Cowork Scheduler 12:03 AI Anxiety and the Opportunity in Friction 16:40 Cryp...

In this episode, we discuss the Pentagon's ultimatum to Anthropic over military AI usage, Meta's stablecoin comeback via Stripe, and Coinbase launching 24/5 stock trading. 00:00 Intro Music 03:00 Introduction 04:05 Bread's last show before vacation and building Ghost Bread 07:47 Legendary's multi-agent RPG orchestration system 10:08 Bread on context window constraints and multi-agent future 15:49...

In this episode, we discuss gold becoming the world's top reserve asset, US stocks selling off as Bitcoin drops to $63K, and Anthropic revealing industrial scale distillation attacks by Chinese AI platforms. 0:00:00 Intro Music 0:03:27 Introduction 0:05:09 Rahim on Bitcoin acting like a leveraged tech stock 0:10:04 Crypto Headlines and Web3 Roundup 0:14:57 Legendary on Tether dropping yuan stablec...

Dith, founder of Gigaverse, discusses building a crypto-native RPG with 80,000+ paying players, why AI agents will transform gaming, and how Gigaverse's IP and YouTube strategy provides a hedge against bear markets. 0:00:00 Interview with Dith from Gigaverse 0:01:40 What is Gigaverse? 0:03:31 AI expanding gaming's total addressable market 0:07:59 Will games need real-world economies? 0:09:...

In this episode, we dive deep into the viral Citrini bear case article exploring how AI could displace white collar workers and trigger a financial crisis by 2028. 00:00 Intro Music 03:26 Introduction 05:05 Bread's New Zealand Vacation Plans 09:12 Crypto Headlines and Web3 Roundup 13:42 Bread on Token Works Season 2 and Rhynotic 19:28 The Citrini Bear Case Article 24:28 Ghost GDP and the Mortgage...

In this episode, we discuss Bitcoin dropping to 65K before bouncing back, Blue Owl halting withdrawals and sparking fears of a private credit bubble, and Google launching Photoshoot and Lyria 3 for AI content generation. 04:58 Introduction 06:36 Navigating Bear Market Mentality and Seasonal Business Cycles 10:43 Is Our Show Just a Wrapper for a Token? 16:05 Crypto Headlines and Web3 Roundup 20:43...

In this episode, we discuss the escalating US-Iran tensions and surging Polymarket odds, Base leaving the Optimism Superchain to build its own L2, and OpenAI's new EVM Bench for AI smart contract auditing. 0:00:00 Intro Music 0:04:56 Introduction 0:06:08 AI disruption and the need to evolve as a business 0:10:08 Anthropic research on AI agent deployment domains 0:12:43 Crypto Headlines and Web...

In this episode, we discuss stocks recovering after a volatile session driven by CapEx fatigue concerns and geopolitical tensions, Dragonfly raising $650M in their fourth crypto fund, and Tether Gold enabling the first tokenized gold dividend payment. 00:00 Intro Music 04:56 Introduction 06:43 Web4 Autonomous AI Agent That Earns Its Own Compute 11:34 Venice & Diem Token 16:19 Crypto Headlines...

In this episode, we discuss stocks recovering after a volatile session driven by CapEx fatigue concerns and geopolitical tensions, Dragonfly raising $650M in their fourth crypto fund, and Tether Gold enabling the first tokenized gold dividend payment. 00:00 Intro Music 04:56 Introduction 06:43 Web4 Autonomous AI Agent That Earns Its Own Compute 11:34 Venice & Diem Token 16:19 Crypto Headlines...

Andrea, cofounder and CEO of Beezie, breaks down the record-breaking Logan Paul Pikachu Illustrator auction and what it means for the collectibles market. Beezie tokenizes physical collectibles, stores them in Brinks vaults, and lets you trade them instantly on Base. 00:00 Interview with Andrea from Beezie 01:42 Logan Paul Auction Reaction and Market Impact 05:15 Behind the Scenes of the Collectib...

In this episode, we discuss the record-breaking $16.49M Pikachu Illustrator card auction, the bear case building in markets, and Chinese robotics company Unitree's humanoid kung fu performance. 04:57 Introduction 06:29 Friendship ROI Article Debate 14:28 Crypto Headlines and Web3 Roundup 18:38 Legendary on MCPs and AI Agents 20:40 Apple's AI Strategy and CapEx Spend 26:14 Apple CapEx Chart Discuss...

In this interview, Nathan from Euphoria breaks down the product logic behind tap trading and how Euphoria is designing for retention. He also shares views on speculative behavior, market making, and agent-driven trading participation. 00:00 Interview with Nathan from Euphoria 02:35 Salmonella strategy and early MEV arbitrage story 06:47 Risk-taking mindset in trading and DeFi 10:38 Building Euphor...

In this episode, we discuss Peter Steinberger joining OpenAI, Vitalik’s push for hedging-first prediction markets, and Apollo’s Morpho token agreement. 00:00 Intro Music 04:56 Introduction 11:49 AI productivity gains and real workflow savings 16:04 Crypto Headlines and Web3 Roundup 20:05 Kevin O’Leary vs BitBoy and accountability in crypto media 27:20 Peter Steinberger joins OpenAI; OpenClaw found...

In this episode, we discuss the US stock market losing $1 trillion in market cap as AI fears crash tech stocks and Bitcoin drops to $65K, Aave Labs' proposal to send 100% of revenue to the DAO and the pushback it received, and the Netherlands announcing a 36% unrealized capital gains tax. 04:56 Introduction 06:24 Bread's side project built with AI in 7 days 12:42 Crypto Headlines and Web3 Roundup...

Namik, cofounder of MegaETH, discusses how mainnet is going three days after launch, why over half the token supply is tied to performance milestones, and where real-time blockchain fits as Vitalik rethinks the L2 roadmap. 00:00 Interview with Namik from MegaETH 02:08 Why MegaETH Does Things Differently 04:53 KPI-Based Token Unlocks vs Low Float High FDV 07:39 Vitalik's L2 Critique and MegaETH...

In this episode, we discuss the US jobs report surprise and what it means for markets, BlackRock bringing its BUIDL token to DeFi via Uniswap, and Korean equity perps launching on Lighter. 00:00 Intro Music 04:57 Introduction 06:44 Fear & Greed Index at 8 09:08 Finding the Next Wave 13:25 Vibe Coding and Building in the AI Era 18:19 Crypto Headlines and Web3 Roundup 22:02 Coinbase Agentic Wall...

Austin, formerly of Doodles and cofounder of Neuko, discusses building agentic media systems, launching G*BOY and Blowfish, and why storytelling and IP creation are the real moat in a world of infinite AI-generated content. 0:00:00 Interview with Austin from Neuko 0:02:05 Leaving Doodles to start Neuko 0:04:15 The founding team and early investors 0:07:53 Neuko and G*BOY - venture studio meets fla...

In this episode, we discuss Bitcoin dropping to $66K while gold surges to new highs, LayerZero's surprise blockchain announcement "Zero," and Monad's new Nitro accelerator program. 0:00:00 Intro Music 0:04:55 Introduction 0:06:36 OpenClaw meetup in Vienna and AI in daily life 0:09:01 AI anxiety and people quitting their jobs 0:16:52 Crypto Headlines and Web3 Roundup 0:21:03 USDAI CoinList ICO and...

In this episode, we discuss gold reclaiming $5,000 while Bitcoin fails to act as digital gold, Alphabet's $20B bond sale signaling a corporate debt boom, and Backpack Exchange raising at a $1B valuation. 00:00 Intro Music 04:57 Introduction 06:23 Building In A Bear Market vs Bull Market 09:48 Udi's Take On AI Tools Becoming Obsolete 14:45 The Point Of Learning When AI Can Do It For You 19:05 Phunk...

In this episode, we discuss MegaETH's mainnet launch and TGE KPI structure, the Japanese snap election sending the Nikkei to all-time highs, and Crypto.com CEO's $70M ai.com domain launch. 04:57 Introduction 09:34 AI Agents and the Future of Productivity 12:48 Crypto Headlines and Web3 Roundup 17:26 White House Stablecoin Clarity Act Meeting 22:37 Bitcoin vs Gold - America vs China Thesis 26:44 Cl...

In this episode, we discuss Bitcoin crashing below $70K as stocks sell off alongside crypto, Tether scaling back its $20B fundraise after investor pushback, and Kyle Samani stepping down from Multicoin Capital as crypto talent heads for the exit. 04:58 Introduction 06:42 Market Sentiment and Portfolio Positioning 10:11 Vibe Coding, Hackathons, and Staying Productive in a Bear Market 14:29 Crypto H...