The Modern Market Show

In this episode, we discuss gold's bounce back to $5K while Bitcoin slides to $76K, Vitalik's post declaring the L2 experiment needs a rethink, and Robinhood shares dropping 50% from highs. 0:00:00 Intro Music 0:04:57 Introduction 0:06:34 AI Coding Tools and Chinese Open Source Competition 0:11:27 Crypto Headlines and Web3 Roundup 0:16:44 Polymarket's Free Grocery Store Idea 0:21:56 CryptoPunks as...

GMoney shares his macro thesis on why gold's rally signals a coming liquidity event, how AI spending could trigger the next crisis, and why he's gone deep down the vibe coding rabbit hole with Claude Code. 0:00:00 Interview with GMoney 0:05:27 Gold and Silver as the Canary in the Coal Mine 0:13:44 AI Spending Crisis and Government Backstop Thesis 0:22:31 GMoney's Vibe Coding Journey wi...

Moritz shares how he turned $1,000 into a full-time trading career, starting from NFT mints during COVID lockdowns in Germany. He breaks down his famous early silver trade, his approach to balancing crypto with ETF investing, and why he's bearish on most crypto assets for 2026. 00:00 Interview with Moritz 03:52 Why the risk-reward in crypto was terrible recently 07:44 First big loss — the FTX...

In this episode, we discuss gold's 5% bounce back to $4.9K amid volatile markets, HyperLiquid's HIP 4 announcement bringing prediction markets and options, and SpaceX's acquisition of xAI at a $1.25 trillion valuation. 00:00 Intro Music 04:57 Introduction 06:23 Normies asking about meme coins 11:18 Crypto Headlines and Web3 Roundup 14:49 Lighter EVM and new chains discussion 17:50 Upbit listings a...

In this episode, we discuss Bitcoin's crash below $80K with $5B in liquidations, Tom Lee's BitMine ETH position down $6.9B, and the Wall Street Journal report on Trump's World Liberty Financial $500M Abu Dhabi deal. 0:00:00 Intro Music 0:04:57 Introduction 0:06:24 Coping With Market Drawdowns 0:12:33 Bread's Perspective on Volatility and Building 0:15:48 Crypto Headlines and Web3 Roundup 0:20:00 H...

In this episode, we discuss the red day across all major assets, Trump's nomination of Kevin Warsh as the new Fed Chair, and Binance's $1B Bitcoin buying fund announcement. 00:00 Intro Music 04:55 Introduction 06:22 Friday Check-in and Market Mood 09:11 AI Agents and Vibe Coding Discussion 12:56 Crypto Headlines and Web3 Roundup 17:03 October 10th 2025 Market Dislocation Analysis 22:22 Wyckoff Dis...

Path, cofounder of Tria, shares his journey from top 20 esports player and ETH miner to building a neobank that grew from 150k to 400k users in a single month. We discuss BestPath technology, Revolut-inspired GTM strategies, and the upcoming TGE. 00:00 Interview with Path from Tria 03:44 From Esports Player to ETH Miner - Path's Crypto Journey 05:22 How Tria Evolved from Infrastructure to Neob...

In this episode, we discuss gold's meteoric rise to $5,500, the S&P 500 hitting 7,000 as the Fed holds rates steady, and Moonbirds' Birb token launch with its new nesting tokenomics. 00:00 Intro Music 04:58 Introduction 10:22 Crypto Headlines and Web3 Roundup 14:14 Big Tech AI Cross-Investments Creating a Jenga Tower 21:13 OpenAI's Pivot to Social Media - Desperation or Strategy? 26:19 Portfol...

In this episode, we discuss Hyperliquid's 25% surge to $34, gold hitting all-time highs as the dollar declines, and how to position for the new macro environment. 00:00 Intro Music 04:56 Introduction 06:24 AI Bots and How to Manage Them 09:26 Managing AI Like Managing People 13:28 Crypto Headlines and Web3 Roundup 18:38 USDAI Airdrop and Pippin Price Action 22:20 DeFi Llama Acquires OX Bulletin 26...

In this episode, we discuss Hyperliquid's 25% surge to $34, gold hitting all-time highs as the dollar declines, and how to position for the new macro environment. 00:00 Intro Music 04:56 Introduction 06:24 AI Bots and How to Manage Them 09:26 Managing AI Like Managing People 13:28 Crypto Headlines and Web3 Roundup 18:38 USDAI Airdrop and Pippin Price Action 22:20 DeFi Llama Acquires OX Bulletin 26...

Colada from Phygitals explains how tokenized trading cards work and why the traditionally illiquid collectibles market is ripe for disruption. He discusses decentralized lending opportunities and future roadmap plans. 00:00 Interview with Colada from Phygitals 03:40 How Phygitals Evolved from Social Platform to RWA Marketplace 07:05 How Tokenized Trading Cards Work 09:24 Expansion Beyond Pokemon t...

In this episode, we discuss Hyperliquid's 23% surge and record-breaking $790M open interest, Trump's new 25% tariffs on South Korea, and Tether's reported $4.4B gold purchase. 00:00 Intro Music 04:56 Introduction 06:35 Legendary's Hyperliquid LP Position 12:53 Crypto Headlines and Web3 Roundup 16:12 AI Trading Tournament - LLMs Competing as Traders 21:40 Logan Paul Pokemon Auction and Prediction M...

In this episode, we discuss gold breaking $5K and silver hitting $110 as crypto heads lower, the potential US government shutdown and its market impact, and Ethereum Foundation's new post-quantum security team. 0:00:00 Intro Music 0:04:56 Introduction 0:11:41 Crypto Headlines and Web3 Roundup 0:15:51 Upcoming TGEs and Investment Strategy 0:21:28 Farming Strategy and Picking the Right Bets 0:26...

In this episode, we discuss gold approaching $5K while crypto remains flat, Super State's $82.5M raise to tokenize securities, and DeFi Dev Corp's bizarre "Don't" meme coin launch. 00:00 Intro Music 04:57 Introduction 06:29 MegaETH Stress Test and AI Agent Tools 15:42 Crypto Headlines and Web3 Roundup 18:50 Anthropic Releases New Constitution for Claude AI 23:11 Paradigm's Kernel Stress Test Leade...

Grant, CEO of Blockmates, shares his insights on navigating different portfolio stages, recognizing when your trading edge has eroded, and his top predictions for 2026 including tokenized equity and the self-custody neobank revolution. 00:00 Interview with Grant from Blockmates 06:25 Recognizing When Your Edge Has Eroded 10:16 Navigating Portfolio Stages from 5 to 7+ Figures 16:39 Understanding Wh...

In this episode, we discuss Trump's tariff suspension and Greenland framework deal, equity perps platforms gaining momentum, and the German Chancellor's admission of EU overregulation. 00:00 Intro Music 04:56 Introduction 06:48 Trump's Cuba Regime Change Plans 10:02 Making Sense of the Accelerating News Cycle 14:08 Going to the Source - WEF Insights from Ken Griffin and Jamie Dimon 17:...

In this episode, we discuss Bitcoin falling to $89K amid liquidations, the Japanese bond market crisis spilling over into global yields, and Hyperliquid's rapid decline toward $20. 00:00 Intro Music 04:57 Introduction 07:24 BCheque Reflects on Losing Trades and Position Management 11:53 Managing Losses vs Maximizing Gains 16:01 Crypto Headlines and Web3 Roundup 20:16 Supreme Court Delays on Trump...

Stats from Memeland discusses his key learnings from analyzing NFT data, his take on why Bitcoin is underperforming, the evolution of Memeland from 9GAG, and the new AceTrader 100 competition where one trader wins a $1M funded account. 00:00 Interview with Stats from Memeland 03:19 Key Learnings - NFTs as Momentum-Based Assets 05:41 Stats' Take on the General Market 09:25 Why Bitcoin Is Lagging Go...

In this episode, we discuss Trump's ongoing tensions with Europe and how it's affecting crypto markets, the NYSE's plans to launch a tokenized 24/7 trading platform, and Coinbase bringing Bermuda on chain. 00:00 Intro Music 04:56 Introduction 06:30 Foreshadowing Today's Headlines 07:54 AI Agents Roasting Each Other 10:37 Crypto Headlines and Web3 Roundup 15:21 ETH Gas Foundation Airdrop Discussion...

In this episode, we discuss gold and silver hitting all time highs, Bitcoin generating $500M in liquidations on a 3% move, and the Trump administration's tariff pressure on Europe over Greenland. 00:00 Intro Music 04:56 Introduction 06:36 Legendary's AI Workflow Update 07:55 Market Hypersensitivity Discussion 09:11 Bread's Weekend and MegaETH Stress Test 13:54 Crypto Headlines and Web3 Roundup 16:...

In this episode, we discuss the return of on-chain activity despite cooling majors and Mag Seven stocks, Tom Lee's Bitmine's $200M investment into Mr. Beast Industries, and the Bags App crossing $100M in volume with Gas Town surging. 00:00 Intro Music 04:56 Introduction 06:20 StarkNet Marketing Strategy Controversy 11:52 Complexity Polarization Theory in Crypto Marketing 14:46 Legendary&#3...

In this episode, we discuss Bitcoin's surge to $97K, the Supreme Court's delayed ruling on Trump's tariffs, and Monero hitting an all-time high above $780. 00:00 Intro Music 04:56 Introduction 06:20 AI Coding Discussion - Using AI Tools for Trading and LP Tracking 11:23 Oxxyy Joins the Banter on LP Impermanent Loss Challenges 14:36 Crypto Headlines and Web3 Roundup 18:39 Coinbase Withdraws Support...

Adam returns to discuss sport.fun's Token Generation Event, exchange negotiations, why they chose token over equity value accrual, and their roadmap for Super Bowl and World Cup 2026. 00:00 Interview with Adam from sport.fun 04:34 Founder Perspectives on Watching Token Price Post-TGE 08:02 Token vs Equity Value Accrual Decision 11:09 Exchange Negotiations and Getting Better Terms 15:36 Sophist...

In this episode, we discuss Bitcoin's move toward $95K following positive inflation data, Trump's push for tech companies to cover electricity costs, and the Supreme Court's expected ruling on tariffs. 00:00 Intro Music 04:57 Intro Moderation 06:17 Bread's skiing trip and X handle auction for @bread 12:28 Crypto Headlines and Web3 Roundup 17:00 Web3 gaming acquisitions and Soma/Portal discussion 2...

In this episode, we discuss gold and silver surging to record highs amid Fed independence concerns, the US Senate's draft bill to limit stablecoin rewards, and Eric Adams withdrawing liquidity from the BuyNYC token. 00:00 Intro Music 04:56 Intro Moderation 06:36 Market volatility despite political headlines 11:28 Adjusting investment strategies and holding periods 14:27 NFTs and collectibles momen...