The Modern Market Show

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

In this episode, we discuss yesterday's rate cut, the volatility in the crypto market and where outperformance might be headed.(0:00) Intro Music(04:56) Intro Moderation(06:20) On traveling, the EU and whiteboards(08:00) Is the EU overregulated? (14:13) Crypto Headlines and Web3 Roundup(20:35) Terra is up 170% on the week(25:15) Are ICOs getting extractive?(29:50) Metas are becoming shorter(33:03) How we are looking at our portfolio now(38:54) Slowing down on angel investing(42:19) [SPONSORED] Beezie Partnership(42:53) Crypto remains volatile after 0.25% rate cut(49:17) Are we in a bear market?(58:55) Fogo announces ICO at $1B valuation(01:03:27) [SPONSORED] Beezie 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

In this episode, we discuss the flurry of ICO opportunities, ETHs outperformance and SpaceX $1.5T IPO.(0:00) Intro Music(02:16) Introduction(05:10) Deadlifting vs Squatting - The Right Proportions(06:44) Crypto Headlines and Web3 Roundup(17:39) Rainbow Wallet ICO Details(22:47) Daylight Energy Predeposit Details(32:42) Privacy chain Octra ICO Details(37:54) Sport.Fun ICO Details(46:54) ETH is outperforming, Tom Lee's Influence(53:26) SpaceX $1.5T IPO HopesDISCLAIMER: 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 Hype's price action today. Strategy's billion-dollar Bitcoin buy, and where we think the market is headed.(0:00) Intro Music(04:56) Intro Moderation(06:18) Modern Market breakfast and thoughts on Hype(11:29) Crypto Headlines and Web3 Roundup(16:26) Unconventional AI raises $475M seedround (25:25) Farcaster pivots to wallet and token trading(30:45) Hype is down 8% on the day(37:35) When is Hype undervalued again?(45:45) Hyperliquid Strategies announces stock buyback program(49:47) Strategy bought nearly $1B worth of Bitcoin(56:43) Stable mainnet went live yesterdayDISCLAIMER: 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 regulation in the EU, US markets moving on-chain and the value of privacy.(0:00) Intro Music(04:56) Intro Moderation(06:41) Modern Market shopping?(13:18) [SPONSORED] Tria Partnership(13:54) Crypto Headlines and Web3 Roundup(17:00) Mica and regulatory approach in the EU(26:52) Whitelabeled stablecoins?(39:27) US markets to move on-chain in a couple years?(46:16) Privacy chain raised over $60M(55:55) [SPONSORED] Tria in Korea(57:46) Beeple artworks selling for $30k after Art Basel GiveawaySign up for Tria: https://app.tria.so/?accessCode=043G6V6879DISCLAIMER: 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 again next week!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 ETH's strong move up, prediction markets in general and if its time go risk-on again.(0:00) Intro Music(04:56) Intro Moderation(06:08) Bcheque on events in Dubai(10:46) Crypto Headlines and Web3 Roundup(15:45) Fanatics is running an interesting business(19:13) Ostium raised $24M(22:42) Axis raised $5M to provide gold and BTC yield(31:47) [SPONSORED] Beezie Partnership(32:35) Legendary's market overview(36:18) Is Bitcoin going to $100k again in 2025?(43:22) Is it time to buy HYPE?(49:50) Binance announces Binance Junior for kids(54:15) Kalshi announced CNN partnership(01:02:15) [SPONSORED] Beezie GiveawaySign up for Beezie: https://beezie.io/r/ECLOP105DISCLAIMER: 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 BTC bouncing back up to $93k, Kinetiq's announcement around Markets and major Hype DAT Sonnet's merger being approved.(0:00) Intro Music(04:56) Intro Moderation(06:11) Health and market chat(11:57) Crypto Headlines and Web3 Roundup(15:56) FLOW to offer consumer-friendly Defi product(19:08) Turbo is up 50%(24:05) Is the market more unpredictable than ever?(27:23) Kinetiq announces kmHYPE token around Markets launch(32:16) Understanding the kmHYPE token(41:39) Legendary's market overview(50:45) Major Hype DAT Sonnet merger approved(56:24) Crypto-friendly Kevin Hassett likely to become SEC chairDISCLAIMER: 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 state of the market, share our portfolio thoughts and dive into Strategy's cash reserve.(0:00) Intro Music(04:56) Intro Moderation(08:53) Crypto Headlines and Web3 Roundup(12:39) Kalshi to launch on Solana(14:07) Infinex to launch options within Craterun(17:13) Where are NFTs headed?(24:43) Gambling NFTs?(28:26) Legendary's market overview(32:34) Rahim's portfolio thoughts(36:40) Legendary is stabled up(39:48) Strategy announces $1.44B USD reserve(45:20) When is Strategy becoming a buy?(51:29) Vanguard allowing clients to trade cryptoDISCLAIMER: 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 the sudden BTC dip, China's crypto ban and the latest Tether FUD.(0:00) Intro Music(04:56) Intro Moderation(06:35) Bread's travel update(09:58) [SPONSORED] Tria Partnership(10:41) Crypto Headlines and Web3 Roundup(14:38) What happened to Terminal Finance?(19:03) Monad falls under ICO price again(25:23) Legendary's market overview(31:00) Do we still believe in exponentials?(33:16) Valuing AI companies(40:12) On-chain equities as a bull case(44:38) China doubles down on crypto ban(50:55) [SPONSORED] Tria Treasure(51:58) FUD after Tether's latest attestation reportSign up for Tria:https://app.tria.so/?accessCode=BGQOZX3114DISCLAIMER: 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 state of the market, MegaETH's decision to refund pre-deposits, and the Infinex ICO.(0:00) Intro Music(04:56) Intro Moderation(09:15) [SPONSORED] Yeet Partnership(10:13) Crypto Headlines and Web3 Roundup(14:51) Lending rates across Hyperliquid, Ethena and Aave(20:39) Ethena funding rates and TVL(30:24) Kinetiq TGE reflection(30:50) Legendary's market overview(43:42) MegaETH refunds all pre-deposits(51:31) Infinex announces ICO on Sonar(57:18) These are OTCs not ICOs(01:06:19) [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

In this episode, we discuss the state of the market, the Kinetiq TGE and how Tether has become one of the largest holders of gold.(0:00) Intro Music(04:56) Intro Moderation(05:55) Kinetiq token is live(13:57) Crypto Headlines and Web3 Roundup(19:25) Hyperliquid gave MON ticker to Monad despite Pixelmon buying it(26:07) Bcheque's thoughts on the market(31:32) The power of DCAing(38:33) [SPONSORED] Beezie Partnership(40:00) Legendary's market overview(45:58) IBIT option contract change from 25k to 1M contracts(56:16) Tether is one of the largest gold buyers worldwide(01:01:25) Upbit hacked for $37M(01:03:35) [SPONSORED] Beezie GiveawaySign up to Beezie: https://beezie.io/r/ECLOP105DISCLAIMER: 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 landscape for prediction markets, Monad's aggressive pump and Klarna deploying a stablecoin on the Tempo blockchain.(0:00) Intro Music(04:56) Intro Moderation(06:15) First market thoughts(09:35) How to deal with competitors(15:28) Crypto Headlines and Web3 Roundup(20:09) Prediction markets: Winner takes it all?(29:12) Equity perps as long-term trades?(36:32) Monad up to $4.8B FDV(47:47) Klarna announces stablecoin on Tempo blockchain(57:30) MegaETH pre-deposit retro(01:07:47) Blockchain revenue and selling blockspace 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 one of the best days for the NASDAQ this year and why Google is up 7% on the day.(0:00) Intro Music(04:56 ) Intro Moderation(06:06) First market thoughts(12:12) Crypto Headlines and Web3 Roundup(17:00) KNTQ TGE and Hypurr airdrop boost(25:27) Are crypto stocks sucking money out of crypto?(36:30) Legendary's market overview(36:05) Volatility of FED decision pre-markets(41:13) Alphabet almost doubled up over the last 6 months(48:42) Monad surged to $4B FDV(54:40) MegaETH pre-deposit 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 BTC's recovery and the impact of pre-markets for rate cuts on market volatility.(0:00) Intro Music(04:56) Intro Moderation(06:24) First market thoughts(11:15) [SPONSORED] Tria Partnership(11:55) Crypto Headlines and Web3 Roundup(17:00) Tokenized delta neutral strategies on Liminal(20:38) Bitmine to pay annual dividend of $0.01 per share(24:00) What's the reason to buy crypto?(25:55) Bread on MegaETH pre-deposit USDm bridge(32:06) Legendary's market overview(36:05) Volatility of FED decision pre-markets(46:08) Monad ICO and TGE today(58:13) [SPONSORED] Tria Treasure(01:00:43) Hyperliquid's HIP-3 enters growth modeSign up for Tria: https://app.tria.so/?accessCode=BGQOZX3114DISCLAIMER: 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