The Modern Market Show

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 Music04:56 Introduction06:36 Legendary's AI Workflow Update07:55 Market Hypersensitivity Discussion09:11 Bread's Weekend and MegaETH Stress Test13:54 Crypto Headlines and Web3 Roundup16:55 Gas Town Creator Walks Away From Community21:14 Bread's $220K Twitter Handle Story23:52 Bags App Surpasses Pump Fun on Daily Graduates28:09 Legendary's Market Overview30:34 Trump Tariff Playbook and Greenland Discussion36:03 Why Gold Is Up While Bitcoin Is Down44:53 China's Massive Gold Accumulation50:31 Trove Perpdeck Scandal Breakdown54:40 Memes and Memories Channel Idea58:03 Phunky's Experience with Trove Red FlagsDISCLAIMER: 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 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 Music04:56 Introduction06:20 StarkNet Marketing Strategy Controversy11:52 Complexity Polarization Theory in Crypto Marketing14:46 Legendary's Agentic AI Workflow Stress17:43 Crypto Headlines and Web3 Roundup22:21 InfoFi Shutdown by X - Kaito Impact26:45 Birb Token Claims Discussion30:01 Meta's AI Compute Strategy and Energy Play35:11 LLM Control and Resource Extraction Future37:46 Kardashev Scale and Energy Civilization Theory39:41 [SPONSORED] Yeet Partnership40:43 On-Chain Activity Heating Up - Solana Analysis45:18 Bags App and Gastown Token Deep Dive50:00 Orchestration Meta and AI Token Criticism53:44 Crypto's Onboarding Problem57:37 Bitmine's $200M Mr. Beast Investment01:04:41 [SPONSORED] Yeet Giveaway01:07:05 Show OutroSign up for Yeet: https://yeet.com/register?aff=modernmarketDISCLAIMER: 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 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 Music04:56 Introduction06:20 AI Coding Discussion - Using AI Tools for Trading and LP Tracking11:23 Oxxyy Joins the Banter on LP Impermanent Loss Challenges14:36 Crypto Headlines and Web3 Roundup18:39 Coinbase Withdraws Support for Crypto Market Structure Bill25:06 CoinGecko's Failed Cryptocurrency Statistics - 11.5M Tokens Failed in 202530:13 Legendary's Market Overview37:49 Supreme Court Delays Ruling on Trump's Tariffs Again42:36 Privacy Coin Narrative - Monero Hits All-Time High at $788DISCLAIMER: 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.

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.fun04:34 Founder Perspectives on Watching Token Price Post-TGE08:02 Token vs Equity Value Accrual Decision11:09 Exchange Negotiations and Getting Better Terms15:36 Sophisticated Metrics Beyond Market Cap20:16 Future Plans - Super Bowl 2026 and World Cup PreparationDISCLAIMER: 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 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 Music04:57 Intro Moderation06:17 Bread's skiing trip and X handle auction for @bread12:28 Crypto Headlines and Web3 Roundup17:00 Web3 gaming acquisitions and Soma/Portal discussion21:48 Bread's TokenWorks investment returns 2x27:13 Polygon acquiring regulated payments company31:51 Tokenized stocks volume growing - direct competition with crypto37:28 Metals on-chain exposure (copper, silver, gold)39:02 Hyperliquid moat discussion and competition concerns44:52 Legendary's Market Overview - Silver best start ever, CPI data, BTC shorts liquidated48:57 Trump saying tech companies must pay for electricity54:19 Trump clip on Fed and rate cuts - bullish signal58:17 Supreme Court ruling on Trump tariffs analysisDISCLAIMER: 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 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 Music04:56 Intro Moderation06:36 Market volatility despite political headlines11:28 Adjusting investment strategies and holding periods14:27 NFTs and collectibles momentum20:02 Crypto Headlines and Web3 Roundup23:58 Crypto YouTube viewership at lowest since 202127:23 Data analytics and audience insights34:24 Legendary's Market Overview - Gold hits ATH, CME margin changes40:04 Generational shift toward gold ownership45:28 Eric Adams' BuyNYC token controversy52:32 Legendary's thoughts on BuyNYC56:02 Stablecoin rewards regulation updateDISCLAIMER: 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 discuss Jerome Powell's unprecedented statement calling out the president, gold and silver surging while Bitcoin stays flat, and a16z raising $15B representing 18% of all US venture capital.04:56 Intro Moderation08:58 Crypto Headlines and Web3 Roundup13:54 Phunky on the Clarity Act and ABA Amendment22:46 Legendary on Vitalik's Decentralized Stablecoins Article26:49 Jerome Powell Calls Out the President Over Criminal Charges37:23 Legendary's Market Overview43:49 Phunky on Bitcoin's Moment45:31 a16z Raises $15B - 18% of All US VC DollarsDISCLAIMER: 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.

Ovie (OSF) returns to discuss Rekt Drinks selling over 1 million cans, the new WorldStar Cherry Cola drop, and why he's bullish on crypto despite the market sentiment.00:00 Interview with Ovie from Rekt Drinks03:38 Crypto Market Cycles and What Kickstarts the Next Rally07:38 Rekt Drinks' Million Can Milestone and Community Strength11:38 Worrying About the Token Price vs. Building the Business15:15 Ovie's Obsession with Watching the Rekt Coin Chart17:46 Pitching to Traditional Drinks Industry Giants20:08 WorldStar and X Games Partnerships23:08 Crypto Twitter Criticism and Breaking Outside of Web324:16 WorldStar Cherry Cola Launch DetailsDISCLAIMER: 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.

Apologies no timestamps today, back with them tomorrow

Apologies no timestamps today, back with them tomorrow

In this episode, we break down Telegram selling $450M of Toncoin, Tether introducing Scudo, and debate whether we are too late to the AI trade.(0:00) Intro Music(04:56) Intro Moderation(06:24) Bread's inbox is full and Legendary experiments with HBOT(11:29) Crypto Headlines and Web3 Roundup(15:55) Tether introduces Scudo(19:18) Telegram sold $450M worth of its Toncoin last year(27:10) Legendary's market overview(30:31) Are we late to the AI trade?(38:38) MSCI says Strategy can stay in indices(42:30) Hyperliquid speculation on second airdrop increasesDISCLAIMER: 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

Is the market too unforgiving for lock-ups? Kain from Infinex joins us to answer hard questions about bot FUD, product-market fit, and the details of their sale.(00:00) Interview with Kain from Infinex(02:38) Kain's first thoughts on Infinex raises and sales(08:26) Kain addresses Infinex FUD around bots and yappers(12:59) Why should people lock for a year in an unforgiving market?(16:06) Product market fit for Infinex and core features(23:17) Infinex sale details and early unlocks(26:25) Crypto is dominated by centralized exchanges(29:46) Crypto needs to be more decentralized(31:31) Closing thoughts and Infinex sale detailsDISCLAIMER: 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 discuss our outlook for the year, Ray Dalio's thoughts and Lighter buybacks (0:00) Intro Music(04:56) Intro Moderation(06:15) First market thoughts(10:37) Rahim is back and ready to take risks(19:31) Crypto Headlines and Web3 Roundup(24:51) NFT Paris canceled(28:19) Prediction markets for real estate(35:01) Jupiter stablecoin and stablecoin adoption(40:30) Legendary's market overview(46:07) Rahim's take on the market(52:37) Lighter starts buybacks(58:32) Ray Dalio reflecting on 2025(01:05:05) Bearish Europe, bullish defense sector?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 discuss our thoughts on the year, the current state of the market as well as oil and uranium. (0:00) Intro Music(04:56) Intro Moderation(06:22) Reflecting on the new year(12:00) Diversifying our portfolios(17:37) Crypto Headlines and Web3 Roundup(20:39) Tether invests in crossborder scan to pay company (26:12) Bread on the intersection of crypto and AI (28:01) JUP token price and token unlocks(35:05) Automatic buybacks are a problem(39:07) Bread reflecting on 2025(41:31) Legendary's market overview(46:00) Oil price mostly stable after Maduro's capture(54:00) BCheque on Uranium(59:38) Our risk appetite and outlookDISCLAIMER: 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 reflect on the year and talk about inflation data in the US.(0:00) Intro Music(04:56) Intro Moderation(06:30) Reflecting on the year(14:13) AI tools we like(19:15) [SPONSORED] Yeet Partnership(20:08) Crypto Headlines and Web3 Roundup(25:31) The state of yield farming and Hyperliquid trading(27:59) Bread on MegaETH Frontier(31:04) Perp volatility is brutal(35:31) Equity perp volume exploded(39:07) Bread reflecting on 2025(43:10) The superpower of running a daily show(47:43) Can we trust inflation data?(53:29) Fuse Energy raises $70M Series B(57:04) USDai partners with PayPal(58:43) [SPONSORED] Yeet Giveaway(01:01:07) Thank you to our listeners and contributorsSign up for Yeet: https://yeet.com/register?aff=modernmarketDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes onlyhttps://yeet.com/register?aff=modernmarket

In this episode, we discuss the next big thing to be excited for, silver hitting a new all-time high and we reflect on our portfolios. (0:00) Intro Music(04:56) Intro Moderation(06:35) Being an LP in this market?(14:55) Monad and MegaETH move in sync(22:18) Crypto Headlines and Web3 Roundup(27:35) RWAs and where crypto is headed(30:49) Where to find outperformance?(41:23) Hardware is the endgame(48:39) BTC is volatile while silver hits new all-time high(57:52) Coinbase announces equity perps and more 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 discuss Tesla's new all-time high, the Aave Labs vs DAO conflict and Hyperliquid's proposal to buy HYPE tokens. (0:00) Intro Music(04:56) Intro Moderation(06:33) First thoughts on the market(09:01) Gym talk is back(16:40) Crypto Headlines and Web3 Roundup(17:55) Kalshi launches combos(23:09) Are there too many stablecoins?(25:58) Proof of Humanity(28:00) $4.5M seed round for Worm to build prediction market (36:39) Angel investors should be smart about their money now(40:44) Tesla hits new all-time high(50:59) Aave Labs vs DAO(59:32) Hyper Foundation to vote on Assistance Fund token burnDISCLAIMER: 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 discuss Bitcoin falling to $86k, Tesla surging to $475 and interview Adam, the founder of Sport.Fun. (0:00) Intro Music(04:56) Intro Moderation(06:43) Legendary is an equity investor today(08:23) Interviews are back (14:15) Crypto Headlines and Web3 Roundup(17:55) Kalshi launches combos(25:15) Legendary's market overview(29:19) Strategy acquired another $980M worth of BTC(35:39) Tesla surges to $475(41:44) Circle acquires Interop Labs(51:53) Interview with Adam from Sport.Fun(53:21) Adam's history and background(57:10) A career before web3 matters(01:03:49) What's Sport.Fun's best pitch?(01:09:02) Reflecting on trading volumes, liquidity and fees(01:16:35) Sport.Fun is raising at a $60M FDV(01:19:49) Raise details and 50% unlock at TGE(01:23:08) Adam's vision after the ICODISCLAIMER: 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 discuss Hyperliquid unifying spot and perp trading, Tom Lee's appetite to buy ETH and the dispute between Aave Labs and Aave DAO.(0:00) Intro Music(04:56) Intro Moderation(06:19) Tom Lee's incentives to buy ETH(12:37) Did the X algo change?(18:20) [SPONSORED] Tria Partnership(19:02) Crypto Headlines and Web3 Roundup(23:01) Bcheque reflecting on Solana Breakpoint(27:06) Base Fee on Base app?(36:47) Hyperliquid to unify spot and perp trading(44:42) Aave Labs vs Aave Dao(54:19) [SPONSORED] Tria Update(55:22) FOGO cancels ICODISCLAIMER: 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 discuss Solana's Firedancer launch, where Coinbase could be headed and talk about YouTube allowing stablecoin payments for US creators. (0:00) Intro Music(04:56) Intro Moderation(06:13) Bread on mail scams(08:59) Legendary on Xcopy(11:55) Kalshi ads are everywhere(13:40) [SPONSORED] Yeet Partnership (14:55) Crypto Headlines and Web3 Roundup(19:12) Bullish or bearish on Coinbase?(25:00) The one-stop trading app?(31:27) Firedancer is now live on Solana(40:27) Bread's holistic view of Solana(43:37) LiFi raising $29M Series A extension(49:37) YouTube enables PYUSD payments for US creators(54:46) Stablecoin marketcap to $3 trillion dollars by 2030?(58:52) [SPONSORED] Yeet GiveawayDISCLAIMER: 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