The Modern Market Show

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 Introduction06:24 Bread's side project built with AI in 7 days12:42 Crypto Headlines and Web3 Roundup17:06 Solana Graveyard Hackathon and reviving dead crypto sectors22:19 The end of airdrop farming era28:12 Where value accrues now33:50 IP and IRL investments in crypto40:08 AI fears crash tech stocks44:47 Shorting the S&P - risk reward thesis52:50 Aave Labs' 100% revenue proposal57:12 BCheque's take on the Aave DAO vs Labs debate1:01:04 Netherlands 36% unrealized capital gains tax1:06:05 Reactions to the Dutch unrealized gains tax1:08:28 [SPONSORED] Yeat GiveawaySign 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.

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 MegaETH02:08 Why MegaETH Does Things Differently04:53 KPI-Based Token Unlocks vs Low Float High FDV07:39 Vitalik's L2 Critique and MegaETH's Thesis12:08 Proximity Markets and Sequencer Rotation13:36 Mainnet Early Metrics and TGE Progress17:10 Upcoming Mafia Apps: Hit One, Euphoria, and Bricks19:00 MegaETH's International DNA and De-Dollarization23:25 Learnings from the Mafia Accelerator Model25:38 Highest Leverage Moves for the Next 60 Days28:13 FX Markets, Carry Trades, and Uncorrelated Assets on Crypto Rails31:14 Real Yield vs Fake Yield – Namik's Ask to ListenersThe 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 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 Music04:57 Introduction06:44 Fear & Greed Index at 809:08 Finding the Next Wave13:25 Vibe Coding and Building in the AI Era18:19 Crypto Headlines and Web3 Roundup22:02 Coinbase Agentic Wallets and Crypto as Infrastructure for AI Agents28:04 Can Crypto Holders Still Believe in Anything?35:06 Legendary's Market Overview40:46 BlackRock Brings BUIDL to DeFi via Uniswap42:12 Korean Equity Perps on Lighter and Samsung Up 150% in 6 MonthsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

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 Neuko0:02:05 Leaving Doodles to start Neuko0:04:15 The founding team and early investors0:07:53 Neuko and G*BOY - venture studio meets flagship IP0:10:20 Building platforms for both humans and agents0:12:53 Neuko's business model and Blowfish launch0:16:23 The future of IP and agentic media0:19:34 Six-month vision for Neuko0:21:59 Neuko as an operating system and creative studio0:24:58 Why storytelling is the moat in AI content0:27:31 The fundraising process and advice for founders0:32:04 Running a lean team with AI agents0:34:20 What's next for Neuko and G*BOYDISCLAIMER: 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 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 Music0:04:55 Introduction0:06:36 OpenClaw meetup in Vienna and AI in daily life0:09:01 AI anxiety and people quitting their jobs0:16:52 Crypto Headlines and Web3 Roundup0:21:03 USDAI CoinList ICO and compute-backed stablecoins0:23:32 Bankr down 25% and MegaETH launch update0:30:09 Legendary's Market Overview0:36:14 LayerZero announces "Zero" blockchain0:40:27 Monad announces Nitro accelerator program0:45:52 Agentic hackathons and building for AI agentsDISCLAIMER: 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 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 Music04:57 Introduction06:23 Building In A Bear Market vs Bull Market09:48 Udi's Take On AI Tools Becoming Obsolete14:45 The Point Of Learning When AI Can Do It For You19:05 Phunky's First Experience With Claude21:57 Tech Barriers Coming Down But Skill Still Matters24:37 Crypto Headlines and Web3 Roundup28:44 Pippin Nearly Flipping Pengu30:00 Elon's Moon City Vision And Private Space Power34:50 Should We Colonize Mars Or Fix Earth First38:54 Legendary's Market Overview41:25 Bitcoin Has No Catalyst - The AI Attention Problem43:23 How To Get Exposure To The AI Trade47:30 Investing In Niche Markets - Dubai Water Authority50:18 Alphabet's $20B Bond Sale And Corporate Debt Boom54:45 Buybacks Ending As CapEx Spending Surges57:17 Backpack Exchange Raises $50M At $1B Valuation1:00:06 Tokens vs Equity - Does An IPO Help The Token?1:03:05 Closing RemarksThe 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 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 Introduction09:34 AI Agents and the Future of Productivity12:48 Crypto Headlines and Web3 Roundup17:26 White House Stablecoin Clarity Act Meeting22:37 Bitcoin vs Gold - America vs China Thesis26:44 Claude Opus 4.6 System Card and AI Consciousness32:42 Andrew Kang's "Abundance Era" AI Investment Thesis41:47 Japan's Snap Election and Nikkei All-Time Highs45:13 Market Outlook and Bitcoin Risk-Reward49:35 Gold Allocation Strategy and Portfolio Positioning53:33 Crypto.com CEO Launches ai.com56:23 MegaETH Mainnet Launch and TGE KPIsThe 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 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 Introduction06:42 Market Sentiment and Portfolio Positioning10:11 Vibe Coding, Hackathons, and Staying Productive in a Bear Market14:29 Crypto Headlines and Web3 Roundup19:35 [SPONSORED] Yeet Partnership20:49 Why Meme Coins Are Holding Up Better Than Majors26:20 HyperLiquid Defying Gravity and What People Still Have Left to Sell33:45 Bitcoin and Crypto Fall Again as Stocks Sell Off37:52 Anthropic's AI Tools Spark a Tech Stock Sell-Off41:23 Big Tech CapEx Spending and Stock Buyback Concerns45:51 Portfolio Allocation — Uranium, Oil, and Rotating Out of US Equities50:12 Tether Scales Back $20B Fundraise After Investor Pushback56:52 [SPONSORED] Yeet Giveaway59:12 Kyle Samani Leaves Multicoin Capital — Crypto Talent Exodus1:03:15 The Future of Crypto — AI, Space, and The Middle EastDISCLAIMER: 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'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 Music0:04:57 Introduction0:06:34 AI Coding Tools and Chinese Open Source Competition0:11:27 Crypto Headlines and Web3 Roundup0:16:44 Polymarket's Free Grocery Store Idea0:21:56 CryptoPunks as a Market Confidence Indicator0:28:04 Legendary's Market Overview0:34:43 Vitalik Declares L2 Experiment Needs a Rethink0:42:44 Robinhood Shares Down 50% From HighsDISCLAIMER: 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.

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 GMoney0:05:27 Gold and Silver as the Canary in the Coal Mine0:13:44 AI Spending Crisis and Government Backstop Thesis0:22:31 GMoney's Vibe Coding Journey with Claude Code0:29:36 Where the Real AI Opportunity Lies0:35:30 Brand, Trust and Distribution as the Ultimate MoatDISCLAIMER: 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.

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 Moritz03:52 Why the risk-reward in crypto was terrible recently07:44 First big loss — the FTX crash10:17 Increasing your surface area of luck13:02 Building wealth with ETFs and productive assets16:11 Balancing crypto trading with traditional investing18:07 The silver trade — getting in early21:08 2026 market outlook — bearish crypto, bullish equities24:48 Advice for new and experienced tradersDISCLAIMER: 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'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 Music04:57 Introduction06:23 Normies asking about meme coins11:18 Crypto Headlines and Web3 Roundup14:49 Lighter EVM and new chains discussion17:50 Upbit listings and South Korea's exchange dominance21:02 China's genius program and education for talent27:52 Legendary's Market Overview32:08 Fed pick Warsh and the market correction thesis36:50 HIP 4 — Prediction markets and options on HyperLiquid43:14 HYPE price action and buying opportunities44:47 SpaceX acquires xAI ahead of possible IPO49:35 Crypto industry vs. tech industry execution speedDISCLAIMER: 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 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 Music0:04:57 Introduction0:06:24 Coping With Market Drawdowns0:12:33 Bread's Perspective on Volatility and Building0:15:48 Crypto Headlines and Web3 Roundup0:20:00 Hyperliquid Native Prediction Markets0:25:26 Exotic Hedging Use Cases for Prediction Markets0:28:13 Trading Strategies in a Volatile Market0:33:51 Bitcoin Crashes Below $80K — $5B in Liquidations0:38:00 Why BTC and ETH Underperform Other Risk Assets0:43:04 Leverage Trading Trap on Hyperliquid0:48:49 Epstein Files, Geopolitical Chaos, and Market Uncertainty0:54:44 Tom Lee's BitMine ETH Position Down $6.9B0:57:52 Crypto Fundamentals vs. Price — Will Value Get Captured?1:01:30 Trump's World Liberty Financial $500M Abu Dhabi DealDISCLAIMER: 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 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 Music04:55 Introduction06:22 Friday Check-in and Market Mood09:11 AI Agents and Vibe Coding Discussion12:56 Crypto Headlines and Web3 Roundup17:03 October 10th 2025 Market Dislocation Analysis22:22 Wyckoff Distribution Theory and Market Manipulation26:32 Moltbook - AI-Only Social Network30:02 [SPONSORED] Yeet Partnership31:02 Kevin Warsh Fed Chair Nomination and Market Impact38:32 Fed Policy Outlook and Interest Rates Discussion46:43 Hyper Liquid HIP3 Volume Hits All-Time High53:46 Binance $1B Bitcoin Fund Announcement01:00:02 Industry Leaders and Market Floor Debate01:05:32 [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.

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 Tria03:44 From Esports Player to ETH Miner - Path's Crypto Journey05:22 How Tria Evolved from Infrastructure to Neobank08:36 Tria's Explosive Growth - 150k to 400k Users in January13:22 GTM Secrets - Revolut-Inspired Affiliate Strategy15:11 Geographic Expansion - Japan First, Then Americas17:50 Fundraising Philosophy and Community-First Approach19:53 Future of Neobanking in 2026 - Programmable Money22:16 TGE Preparation and Coinbase Listing Excitement24:52 Closing RemarksDISCLAIMER: 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'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 Music04:58 Introduction10:22 Crypto Headlines and Web3 Roundup14:14 Big Tech AI Cross-Investments Creating a Jenga Tower21:13 OpenAI's Pivot to Social Media - Desperation or Strategy?26:19 Portfolio Strategy Discussion - Energy and Metals Focus27:15 [SPONSORED] Tria Partnership28:06 Gold's Meteoric Rise to $5,500 and Silver's 272% Yearly Gain34:07 Long-Term Investing Thesis - Global Independence and Commodities39:29 European Stocks vs US Mag Seven Exposure40:00 [SPONSORED] Tria and Coinbase Listing Update41:09 Moonbirds Birb Token Launch and Nesting 2.0 TokenomicsDISCLAIMER: 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'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 Music04:56 Introduction06:24 AI Bots and How to Manage Them09:26 Managing AI Like Managing People13:28 Crypto Headlines and Web3 Roundup18:38 USDAI Airdrop and Pippin Price Action22:20 DeFi Llama Acquires OX Bulletin26:45 Private Markets and Tokenized Equities29:24 Legendary's Market Overview34:21 Gold's New Structural Paradigm39:50 How to Play Gold at All-Time Highs43:19 Hyperliquid Surges 25% to $34DISCLAIMER: 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'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 Music04:56 Introduction06:24 AI Bots and How to Manage Them09:26 Managing AI Like Managing People13:28 Crypto Headlines and Web3 Roundup18:38 USDAI Airdrop and Pippin Price Action22:20 DeFi Llama Acquires OX Bulletin26:45 Private Markets and Tokenized Equities29:24 Legendary's Market Overview34:21 Gold's New Structural Paradigm39:50 How to Play Gold at All-Time Highs43:19 Hyperliquid Surges 25% to $34DISCLAIMER: 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.

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 Phygitals03:40 How Phygitals Evolved from Social Platform to RWA Marketplace07:05 How Tokenized Trading Cards Work09:24 Expansion Beyond Pokemon to One Piece and Sports Cards11:40 Data Signals in the Collectibles Market16:40 Decentralized Lending Rates for Collectibles20:48 Future Roadmap - Aggregation and DistributionDISCLAIMER: 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'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 Music04:56 Introduction06:35 Legendary's Hyperliquid LP Position12:53 Crypto Headlines and Web3 Roundup16:12 AI Trading Tournament - LLMs Competing as Traders21:40 Logan Paul Pokemon Auction and Prediction Markets27:58 Hyperliquid Surges 23% - HIP3 Open Interest Hits ATH37:01 Tornado Cash Selling Pressure Ending on Hype39:34 Trump Tariffs on South Korea43:10 Tether Buys 27 Tons of Gold Worth $4.4BDISCLAIMER: 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.