The Modern Market Show
A daily show for internet entrepreneurs covering crypto, NFTs, and making money online.
Episodes
Inflation Down, S&P Through 7,800, Risk Reward Discussion
No timestamps today, apologies.
AI Stocks Roar Back
In this episode, we discuss cooling US inflation, gold’s August surge, changing investor behavior and the extreme earnings volatility across SpaceX, Cerebras and Nebius.00:00 Introduction00:40 Crypto Headlines and Web3 Roundup06:05 Legendary's Market Overview10:20 Dell, Political Risk and Trump-Linked Trades16:03 Hyperliquid Positioning and the HYPE Trade23:44 CPI Falls to 3.4% and Markets Respond
CPI Decides the Next Market Move for Stocks and Bitcoin
In this episode, we discuss the CPI setup for stocks and crypto, the surge in Robinhood Chain activity, and Grokbot’s launch as an AI teammate.00:00 Introduction00:48 Crypto Headlines and Web3 Roundup03:50 Bitcoin, Gold and Stock Market Price Action08:12 Legendary's Market Overview15:30 The Five Stages of an On-Chain Season20:06 Robinhood Chain Versus Previous Crypto Waves25:00 FOMO Brings Soc
Unitree IPO Is 8,000x Oversubscribed as AI Demand Surges
Pump.fun Flips Hyperliquid as FOMO Revenue Surges Higher
In this episode, we discuss Pump.fun overtaking Hyperliquid revenue, FOMO’s surging fees and the S&P 500 closing at record highs as weak employment data lowers expectations for a September rate hike.0:00:00 Introduction0:02:59 Crypto Headlines and Web3 Roundup0:10:14 Metals, Solana and L1 Value Capture0:16:28 Gold Starts to Turn Higher0:19:56 Will Warsh Actually Hike Rates?0:24:02 Weak Jobs Da
Kevin Warsh Puts September Rate Hikes Back on the Table
In this episode, we discuss Kevin Warsh’s conditional willingness to raise rates in September, the 46% jump in US data-center construction spending, and Tether’s purchase of 14 tonnes of gold in Q2.00:00 Introduction00:43 Crypto Headlines and Web3 Roundup06:45 Legendary's Market Overview10:33 SpaceX, TerraFab and the $1 Trillion Debate16:52 Kimi K3 and AI Sandbox-Escape Marketing20:31 Lighter
Gold Surges Past $4,300 as Markets Price Fewer Rate Hikes
In this episode, we discuss gold surging past $4,300, shifting rate-hike expectations, and Google’s AI leadership reshuffle alongside the growing debate over rogue AI agents.0:00:00 Introduction0:00:40 Crypto Headlines and Web3 Roundup0:05:54 Market Rotation Beyond Tech0:09:15 Trading Extreme Memory-Stock Volatility0:13:04 Grid Bots as a Volatility Strategy0:19:39 Gold Surges Past $4,3000:25:11 Ho
S&P 500 Smashes 7,700 as Stock Markets Keep Pumping Higher
In this episode, we discuss SpaceX’s 92% revenue growth and $1 trillion ambition, Ethereum’s controversial staking-reward proposal, and the S&P 500 pushing above 7,700.00:00 Introduction00:50 Crypto Headlines and Web3 Roundup05:00 PUMP Unlocks and Liquidations10:27 What Gives a Crypto Token Value?15:00 PUMP, HYPE and Revenue-Generating Tokens19:00 Tokenworks Introduces Token Buybacks23:18 Saud
S&P Breaks 7,600 as Trump Demands Lower Oil Prices
In this episode, we discuss the S&P 500 moving above 7,600, President Trump demanding lower consumer oil prices, and the controversy sending Fake World Assets sharply lower.0:00:00 Introduction0:01:41 Crypto Headlines and Web3 Roundup0:05:49 Legendary's Market Overview0:10:31 Bitcoin’s Moat and the Coldcard Hack0:16:08 Could Crypto Decouple from Bitcoin?0:20:41 Entropy and Hardware-Wallet
US & Japan Rescue Yen as China’s Kimi Targets a $3B IPO
In this episode, we discuss the historic US-Japan yen intervention, Trump Media’s $100,000-per-month Truth API, and Moonshot AI’s reported $3 billion Hong Kong IPO plan.0:00:00 Introduction0:00:59 Crypto Headlines and Web3 Roundup0:05:55 Legendary’s July Portfolio Review0:10:33 Bubble Fears and Taking Profits0:15:20 BCheque’s July Trading Review0:19:50 Memory Stocks and Buying the Dip0:23:15 Shoul
Citadel Swoops In as KOSPI Surges and Big Tech Rebounds
In this episode, we break down Citadel’s purchase of Situational Awareness’s public-equity portfolio following steep AI losses, KOSPI’s sharp rebound and the risk of chasing memory stocks after the bounce. We also examine the diverging earnings reactions across Microsoft, Amazon and Meta.0:00:00 Introduction0:02:15 Crypto Headlines and Web3 Roundup0:10:17 Citadel’s Rate-Hike Call Under Scrutiny0:1
Microsoft Rallies as Meta Crashes and Warsh Holds Rates
In this episode, we break down Microsoft’s post-earnings rally, Meta’s sell-off and the broader AI semiconductor correction. We also examine Kevin Warsh’s rate decision, renewed expectations of rate hikes and Bitcoin’s resilience near $65,000.00:00 Introduction01:04 Crypto Headlines and Web3 Roundup04:22 OpenAI Agent Hacks Hugging Face10:10 Is This the Dip to Buy?16:26 Microsoft, Meta and Samsung
Apple Hits $5 Trillion as Investors Flee Costly AI Bets
In this episode, we discuss the KOSPI and SK Hynix sell-off, Robinhood Chain reaching 100 million transactions, and Apple becoming the second $5 trillion company.0:00:00 Introduction0:00:57 Crypto Headlines and Web3 Roundup0:05:38 Bread weighs the AI sell-off0:09:43 Legendary on SK Hynix’s 47% collapse0:13:35 Spot buys versus catching a falling knife0:17:38 Why buying every AI dip does not work0:2
KOSPI Bloodbath Triggers Eighth Circuit Breaker of 2026
In this episode, we discuss the KOSPI bloodbath and its eighth circuit breaker of 2026, Citadel’s surprise Fed rate-hike call, and Epik Duck’s 1,000% rally as creator coins regain momentum.0:00:00 Introduction0:00:44 Crypto Headlines and Web3 Roundup0:07:57 Rahim’s Read on the Market Selloff0:11:58 Where the Next Asymmetric Trade Could Be0:15:40 What Is Still Reasonably Valued?0:19:03 NFTs as Inve
CXMT Soars 472% as China’s $9.8B Chip IPO Hits Shanghai
In this episode, we break down CXMT’s explosive Shanghai debut, NVIDIA’s reported $250 billion OpenAI data-center commitment and BitMart’s decision to wind down its trading platform.0:00:00 Introduction0:00:43 Crypto Headlines and Web3 Roundup0:06:04 Tesla, Alphabet and the AI CapEx Selloff0:10:54 Alphabet’s First Negative Cash-Flow Quarter0:15:11 Why Big Tech Is Betting Everything on AI0:19:39 Be
OpenAI Makes Voice the Control Layer for Desktop Agents
In this episode, we discuss oil reaching $100 amid escalating US-Iran tensions, OpenAI bringing GPT Live voice controls to Codex, and whether Robinhood Chain’s early growth is sustainable.0:00:00 Introduction0:01:48 Crypto Headlines and Web3 Roundup0:07:26 Legendary's Market Overview0:10:10 Alphabet vs Tesla Dip Debate0:15:28 Why Alphabet's $200B AI Bet Could Pay Off0:24:06 Onchain Trenchi
Alphabet’s $45 Billion AI Bet Raises the Stakes for Tech
In this episode, we discuss Brent nearing $100 after attacks on Saudi tankers, the new 616-page CLARITY Act and its Senate timeline, and Alphabet’s $45 billion AI infrastructure bet alongside Tesla’s robotics spending.00:00 Introduction01:32 Crypto Headlines and Web3 Roundup05:47 The AI-Bubble Bet and Its Resolution Rules12:53 BitMEX Shuts Down After 11 Years16:35 Crypto vs Equities and Where We A
OpenAI Models Escape Their Sandbox and Hack Hugging Face
In this episode, we discuss the Iran war’s renewed oil shock, OpenAI models compromising Hugging Face during an evaluation, and Kraken’s expansion of xStocks into global equities.00:00 Introduction01:24 Crypto Headlines and Web3 Roundup07:25 Microsoft and Mistral Expand Their AI Partnership13:46 Iran War Escalation and Oil Market Risk18:45 OpenAI’s Hugging Face Security Incident21:55 How the OpenA
Microsoft Tests China’s Kimi K3 for Potential $600M Savings
In this episode, we discuss Microsoft testing Kimi K3 and deploying AMD Helios, Robinhood Chain and StonkBrokers, and the expanding Iran tanker conflict.0:00:00 Introduction0:00:39 Crypto Headlines and Web3 Roundup0:05:03 London Stock Exchange Plans Overnight Trading0:08:38 Thunder, Lockheed and Defense Tech Marketing0:11:46 IREN Signs $2.8B in AI Contracts0:15:14 Clarity Act Lifts Crypto Markets0
US vs China AI War Erupts as Kimi K3 Shocks Wall Street
In this episode, we discuss how Kimi K3 and Qwen3.8 are reshaping the Korean AI trade, how Morgan Stanley is financing the data-centre boom, and how the Iran-Hormuz conflict is driving oil and market volatility.00:00 Introduction01:37 Crypto Headlines and Web3 Roundup04:54 Mitsubishi Moves Into Humanoid Robotics08:36 KOSPI Leverage Meets Kimi K3 and Qwen3.813:52 Kimi Demand Hits Its Compute Limits
Korean Stocks Crash as Margin Calls Spread to Wall Street
In this episode, we discuss Korea’s leveraged market unwind and its spillover into Nasdaq, Kimi K3’s challenge to frontier AI, and the US-Iran escalation pushing oil higher.00:00 Introduction01:14 Crypto Headlines and Web3 Roundup04:15 Trump Media’s Truth Social Trading API08:50 Bread’s Market Positioning in the Selloff13:01 SpaceX Valuation and the Long-Term Bull Case17:33 Korean Margin Calls Hit
KOSPI Plunges 6.4% as South Korea Delivers First Rate Hike
In this episode, we discuss South Korea’s rate hike and the KOSPI selloff, Trump’s push for more U.S. data centers, and Anthropic’s potential October IPO.00:00 Introduction00:36 Crypto Headlines and Web3 Roundup05:21 Korea Spillover and Extreme Market Volatility08:53 Meet Hirshy and Trading in Volatile Markets13:04 Robinhood, Base, and Crypto Risk-Reward17:32 South Korea Rate Hike and KOSPI Sellof
CXMT Pre-IPO Perps Surge on Hyperliquid Before Its Debut
In this episode, we discuss cool CPI lifting Bitcoin and stocks, CXMT pre-IPO perps launching on Hyperliquid, and how traders are approaching KOSPI volatility and AI infrastructure trades.0:00:00 Introduction0:00:31 Crypto Headlines and Web3 Roundup0:05:38 DeepSeek IPO Valuation and AI Multiples0:12:01 AI Sovereignty and Enterprise Data Trust0:19:51 KOSPI Rebound and the SK Hynix Trade0:27:03 Cool
Apple Hits All-Time High as AI Spending Gamble Pays Off
KOSPI Crashes 9% as SK Hynix Stock Plunges 15% in One Day
In this episode, we discuss the KOSPI’s 9% crash and SK Hynix selloff, Robinhood Chain’s rapid growth, and renewed Strait of Hormuz tensions pushing oil higher.00:00 Introduction01:03 Crypto Headlines and Web3 Roundup07:17 KOSPI Crash and SK Hynix Selloff12:48 SK Hynix Positioning and Trade Setup18:26 Korea's Leveraged ETF Problem24:05 Robinhood Chain Reaches $130M TVL28:07 Robinhood Memecoin Risk
SK Hynix U.S. Debut Raises Stakes in the AI Memory Race
In this episode, we discuss SK Hynix’s U.S. debut, Ethereum’s use of AI bug hunters, and Hyperliquid and Phantom’s push for on-chain-native CFTC rules.00:00 Introduction01:21 Crypto Headlines and Web3 Roundup09:39 The Frontier AI Model Race Heats Up14:08 AI Compute, Data and Frontier Model Economics20:35 Grok as an Agentic Coding Worker26:12 GPT-5.6 Computer Use and the OpenClaw Question32:06 SK H
GPT-5.6 Sol Launches As Grok 4.5 Claims Opus-Class Power
In this episode, we discuss the GPT-5.6 launch with the Sol, Terra and Luna models going head to head with Grok 4.5, a second day of US strikes on Iran as the ceasefire collapses, and Bitcoin holding $63K despite renewed ETF outflows.00:00 Introduction01:38 Crypto Headlines and Web3 Roundup06:03 CXMT IPO Plans and SK Hynix US Listing Oversubscribed11:19 Market Price Action and Hyperliquid Volume L
Trump Restarts Iran Conflict, US Revokes Oil Export License
In this episode, we discuss the US revoking Iran's oil export license as the ceasefire collapses, CASHCAT passing $130 million on Robinhood Chain, and Amazon's $25 billion bond sale to fund its AI buildout.0:00:00 Introduction0:00:57 Crypto Headlines and Web3 Roundup0:06:27 Buying the Dip as Markets Bleed Red0:12:25 Position Sizing and the Druckenmiller Approach0:20:02 US Revokes Iran Oil
Strategy Dumps 3,588 BTC But BTC Is Up 2.5% On The Day
In this episode, we discuss Strategy selling 3,588 BTC for $216 million in its largest sale ever, the Ansem memecoin rally and the return of KOL coins, and two Millennium pods making $3.7 billion in June on index rebalancing.0:00:00 Introduction0:01:10 Crypto Headlines and Web3 Roundup0:05:39 Crypto Decoupling From Stock Market Volatility0:11:04 Markets Desensitizing to Saylor Selling0:17:48 Who I
Lighter LIT Surges To $2.50 On Robinhood Perps Integration
In this episode, we discuss Lighter surging to $2.50 on its Robinhood perps integration, Ro Khanna's case for a billionaire wealth tax, and Ansem's Black Bull token rebounding after a sharp dip.0:00:00 Introduction0:00:58 Crypto Headlines and Web3 Roundup0:06:41 Memory Chip Volatility and LLM Chip Exclusivity0:11:34 OpenAI Government Stake and Stakeholder Capture0:16:36 Sovereign AI and Se
OpenAI Considers Handing US Government 5% Stake
In this episode, we discuss OpenAI's proposal to give the US government a 5% stake, South Korea's leveraged market selloff, and Meta's pivot into cloud computing.00:00 Introduction00:25 Crypto Headlines and Web3 Roundup05:02 Venice AI and Betting on Small Cap AI Tokens13:05 More Headlines and the Day's Price Action16:13 Lighter and the DYDX Team's Robinhood Chain Perp Race20:30
Anthropic's Claude Fable 5 Returns
In this episode, we discuss Trump's billion-dollar crypto income, Anthropic's Fable model returning after a government pull, and Etched raising $800M to challenge Nvidia.0:00:00 Introduction0:00:52 Crypto Headlines and Web3 Roundup0:08:39 OpenUSD and the 140 Company Stablecoin Consortium0:12:34 Stablecoin Yield Climbing the Stack0:18:29 Fee Compression and the Stablecoin Volume Game0:23:43
MSTR And STRC Rally As Saylor Clears The Way To Sell Bitcoin
In this episode, we discuss Strategy's new capital framework sending MSTR and STRC higher, Agility Robotics going public in a 2.5 billion dollar SPAC deal, and Chamath's 8090 raising a 135 million dollar Series A for its AI software factory.0:00:00 Introduction0:00:46 Crypto Headlines and Web3 Roundup0:07:54 Why Builders Pick Dubai Over Europe on Crypto and AI0:11:39 Why MSTR Jumped on Say
Strategy Is 13 Billion Underwater as Saylor Buys More BTC
In this episode, we discuss why Strategy is 13 billion dollars underwater on Bitcoin and what Saylor's next move means, the fragile US and Iran de-escalation, and Ansem's token crossing 100 million.0:00:00 Introduction0:00:41 Crypto Headlines and Web3 Roundup0:07:48 The Case for Trading Equities Over Crypto0:12:25 Why the Risk Reward Favors Equities0:15:57 Eli Lilly, BlackBerry, and Betting on the
Apple Price Hike Wipes Over One Trillion From Asian Stocks
In this episode, we discuss the Apple price hike that wiped over one trillion dollars from Asian stocks, OpenAI delaying its IPO to next year, and hot May PCE inflation data.0:00:00 Introduction0:00:43 Crypto Headlines and Web3 Roundup0:06:46 Apple Price Increases and the Memory Demand Question0:11:48 Reselling Maxed Out Macs on the Secondary Market0:15:13 A Permanent Underclass and Access to AI0:
Micron's 85% Margins Top Nvidia And Meta In The AI Boom
In this episode, we discuss Micron's blowout earnings reigniting the AI memory trade, Korea's KOSPI and Asian markets rebounding after this week's sell-off, and Bitcoin's weakness as the EU's MiCA regulation comes into full force.00:00 Introduction00:32 Crypto Headlines and Web3 Roundup09:21 Crypto Versus AI and Turning News Into Trades16:54 Inside Micron's Earnings and Rec
Quantinuum Surges 20% After Trump's Quantum Executive Order
In this episode, we discuss Quantinuum's 20% surge after Trump's quantum executive order, SK Hynix raising nearly $29 billion via a US listing, and a surging DXY as the market braces for a rate-hiking cycle.00:00 Introduction00:23 Crypto Headlines and Web3 Roundup06:46 How Much Memory Do We Need11:54 Micron Q3 Earnings Preview15:48 Why Memory Trades Like a Commodity21:11 Storage and Apple
SpaceX Crashes 15% Right Back To Its $150 Launch Price
In this episode, we discuss the sharp tech and crypto sell-off, SpaceX falling back to its $150 launch price, and Micron's new strategic memory agreement with Anthropic.00:00 Introduction00:40 Crypto Headlines and Web3 Roundup06:11 Reading The Sell-Off and Hiking Cycle Concerns11:27 Polymarket Fed Odds and the Crypto Bear Market18:34 The Global Tech Sell-Off and Leveraged FOMO Trading24:23 Mic
Chinese AI Stocks 10x in Six Months. Is This China's OpenAI?
In this episode, we discuss the Chinese AI labs MiniMax and Knowledge Atlas surging on the Hong Kong exchange, the US and Iran negotiations breaking down in Switzerland, and whether Solana season is real or just manufactured.0:00:00 Introduction0:01:05 Crypto Headlines and Web3 Roundup0:15:44 US and Iran Negotiations Break Down in Switzerland0:22:14 Was There Ever a Deal and How Markets Are Readin
SpaceX Is Preparing a $20 Billion Bond to Fund AI Buildout
In this episode, we discuss SpaceX preparing a potential $20 billion bond for its AI buildout, why chip makers are surging while crypto sells off, and what China's AI tiger Minimax actually is.0:00:00 Introduction0:01:01 Crypto Headlines and Web3 Roundup0:12:15 Saylor's AI Designed STRC and Opportunistic Clipping0:15:12 Following the Flows Into the Memory and Chip Makers0:25:03 Going Flat
New Fed Chair Warsh Doubles Down on the 2% Inflation Target
In this episode, we discuss Kevin Warsh's first FOMC and the 2% inflation focus, the signed US-Iran MOU, and Strategy's STRC breaking to a record low under par.0:00:00 Introduction0:00:59 Crypto Headlines and Web3 Roundup0:09:55 Hyperliquid Buy Pressure and Front-Running the TWAPs0:14:17 Kevin Warsh Takes Over the Fed0:18:55 The Five Task Forces and the Obfuscation Theory0:23:04 No More Fo
SpaceX Stock Surges Above $200 In The Biggest IPO Ever Seen
In this episode, we discuss the SpaceX trading frenzy after its record IPO, the FOMC rate decision under a new Fed chair, and Nvidia tapping the debt market to fund the AI buildout.0:00:00 Introduction0:00:28 Crypto Headlines and Web3 Roundup0:04:42 Is There Really An AI Crypto Trade0:12:26 Crypto Versus Stocks Risk Reward0:19:57 SpaceX Trading Frenzy And The Bull Case0:27:18 Has SpaceX Even Pumpe
Bitcoin Reclaims $65K As US Iran Peace Deal Takes Shape
In this episode, we discuss Bitcoin reclaiming $65K on US Iran peace news, the SpaceX pre-IPO trade ahead of today's leveraged ETF launches, and the fallout after Anthropic pulled Claude Fable Five.00:00 Introduction00:29 Crypto Headlines and Web3 Roundup06:03 Inside The US Iran Peace Deal11:56 Why This Might Not Be A Real Peace Deal16:36 Citrini Macro Memo and Positioning19:29 FOMC Meeting an
SpaceX Surges To $175 On Hyperliquid Ahead Of Friday IPO
In this episode, we discuss SpaceX trading near $175 on Hyperliquid ahead of its historic IPO, Trump calling off strikes on Iran, and a hot PPI inflation print.0:00:00 Introduction0:00:49 Crypto Headlines and Web3 Roundup0:05:54 Plasma's New Card Tiers and Pre-IPO Market Check0:12:30 Why They Stopped Sharing Trades0:21:07 SpaceX IPO Breakdown and the Largest IPO Ever0:24:47 Do IPOs Pay Off and
US-Iran Shock, S&P Losses & Strategy’s $500B Bitcoin Rotation
In this episode, we discuss Strategy's claim that $500B will rotate into Bitcoin after the IPOs, the S&P 500's slide ahead of the SpaceX listing, and the US strikes on Iran.0:00:00 Introduction0:00:28 Crypto Headlines and Web3 Roundup0:05:08 Portfolio Allocation and Summer Uncertainty0:08:36 Pokemon Mania and the Gacha Flywheel0:12:40 Rate-Hike Odds and Echoes of the Last Cycle0:17:43
SpaceX Rips To $165 Pre-IPO While Everything Else Sells Off
In this episode, we discuss the market selling off as SpaceX rips pre-IPO, Anthropic launching Fable 5, and Morpho raising $175M at a $2B valuation.00:00 Introduction00:40 Crypto Headlines and Web3 Roundup05:26 First Takes on a Red Day and the HYPE Flush11:26 What Claude Found in the SpaceX S-116:56 SpaceX IPO Demand, $135 Pricing and 30% Retail Allocation21:04 Trading the IPO - Targets and Risk M
Banned From Hyperliquid Over One HTX Withdrawal
As Required has done over $210M in volume on Hyperliquid. After the UK sanctioned Huobi Global, a single HTX withdrawal got his wallets flagged as high risk and banned from Hyperliquid, OpenSea, Polymarket and more. We discuss what happened, the compliance overreach behind it, and what it means for anyone using centralized exchanges.00:00 Introduction01:43 Net Short 2026 and the Macro Bottom Call0
Anthropic To Release Mythos Today?
In this episode, we discuss Anthropic's upcoming Mythos release, Citrini's bullish Hyperliquid investment call, and why Apple's Siri AI reveal sent the stock lower.00:00 Introduction00:29 Crypto Headlines and Web3 Roundup08:30 Korean markets rebound and semiconductor recovery12:38 SpaceX pre IPO valuation reset on Hyperliquid18:54 Should you long or short SpaceX24:15 Anthropic prepares
KOSPI Halted After Crashing 8% In A Single Trading Day
In this episode, we discuss South Korea's KOSPI getting halted after an 8% crash, the SpaceX IPO landing Thursday, and Zcash bouncing 40% after an emergency upgrade.00:00 Introduction00:25 Crypto Headlines and Web3 Roundup04:13 Agentic AI App Boom and Why Distribution Is the Real Moat11:55 Trump Floats US Government Equity Stakes in AI Companies17:50 Federal Equity Investments and the US-China
Zcash Drops 50% After Infinite Mint Bug Found In Protocol
In this episode, we discuss the Zcash infinite mint bug that crashed the token, why the pre-IPO markets are pulling back across SpaceX and AI names, and how crypto alts broke while the S&P held green.0:00:00 Introduction0:00:50 Crypto Headlines and Web3 Roundup0:05:36 Legendary's Market Overview0:08:57 Bread On Rotating Into Robotics Stocks0:13:20 Why MicroStrategy Is Unraveling0:19:40 Zca
BTC $62K Crash, Kraken xStocks & Hayes Dumps NEAR/HYPE
In this episode, we discuss Bitcoin crashing to $62K, Arthur Hayes dumping his NEAR and HYPE positions, and Kraken launching tokenized US IPO access with xStocks.00:00 Introduction00:38 Crypto Headlines and Web3 Roundup06:02 Crypto's Correlation To Stocks And IPO Summer10:25 Maximal Attention And The TCG Meta16:29 Who Is The Marginal Buyer21:36 Why Cards Can't Catch A Bid27:10 Bitcoin Outf
S&P 500 Hits Fresh Record Highs As Bitcoin Falls To $66K
In this episode, we discuss the S&P hitting record highs as Bitcoin falls to $66K, Hyperliquid emerging as Wall Street's convenience store, and Marvell surging 32% after Nvidia's trillion-dollar call.00:00 Introduction00:29 Crypto Headlines and Web3 Roundup05:34 Outperformers and Wild 30% Daily Stock Moves08:54 NEAR's Real Usage and Revenue Story12:46 Buying Zcash Through Infinex a
Saylor Starts Selling Bitcoin For The First Time Since 2022
In this episode, we discuss Saylor selling Bitcoin for the first time since 2022, Telegram rebranding its TON token to GRAM, and Anthropic confidentially filing for its IPO.0:00:30 Crypto Headlines and Web3 Roundup0:07:30 Virgin Galactic Confused For The SpaceX Ticker0:11:15 Market Exhaustion And The Four Year Cycle0:15:50 Saylor Sells Bitcoin First Time Since 20220:21:22 The Only Bitcoin Bidder J
Hyperliquid Hits $73 All-Time High On Relentless Buying
In this episode, we discuss Hyperliquid's surge to a $73 all-time high, the controversial SpaceX IPO index rule change, and the explosive run across on-chain trading card markets.00:00 Introduction00:51 Crypto Headlines and Web3 Roundup06:10 SpaceX IPO Index Rule Change13:01 Chesterton's Fence and Why Those IPO Rules Existed21:32 Hyperliquid Hits $73 All-Time High27:01 Hype's Bitcoin E
S&P ATHs, ICE Meets Hyperliquid & Anthropic’s $965B AI Round
In this episode, we discuss ICE (the owner of the New York Stock Exchange) meeting the Hyperliquid team, the S&P pushing to fresh all-time highs above 7,500, and Anthropic's $65 billion Series H raise at a $965 billion valuation.0:00:00 Introduction0:00:40 Crypto Headlines and Web3 Roundup0:04:55 Oracle Risk and Blockchain Downtime0:10:48 Eli Lilly and the GLP-1 Peptide Trade0:14:37 Peptid
Bitcoin Crashes To $73K As Crypto Bid Dries Up
In this episode, we discuss Bitcoin's crash to $73K dragging the whole market down, Trump's promise to never let crypto down, and Liquid's new Co-Invest letting you trade directly via Claude.00:00 Intro Music00:28 Introduction02:57 Crypto Headlines and Web3 Roundup09:33 Bitcoin ETF Outflows And The Crypto Bid Drying Up14:00 Hyperliquid Decoupling And The Hype Trade17:42 Cutting The Hyp
Strategy BTC Debt, Base Trading Agents & SpaceX’s $2.29B Data Network
In this episode, we discuss Strategy retiring $1.5B of Bitcoin debt without buying more, Base launching MCP so agents can trade on your behalf, and SpaceX winning a $2.29B Space Force contract for a military data network.00:00 Introduction00:30 Crypto Headlines and Web3 Roundup05:13 Bread On Hype ETFs And Pump Fun Multi-Chain12:24 Hype Conviction Heading Into IPO Season17:08 Strategy Retires $1.5B
NEAR Rips 20% Back Toward $3 As Risk-On Returns
In this episode, we discuss NEAR ripping back toward $3, OKX launching Exchange OS to rival Hyperliquid, and markets pricing in US-Iran peace despite mixed messaging.0:00:00 Introduction0:00:52 Crypto Headlines and Web3 Roundup0:04:24 Legendary's Market Overview0:10:31 NEAR Rips Again Toward $30:16:46 Google Trends and the Crypto Inflection Point0:23:54 Crypto AI Market Cap vs OpenAI Compariso
NEAR Surges 28% On AI And Privacy Narrative Bid
In this episode, we discuss NEAR ripping 28% on the AI and privacy narrative, MegaETH sunsetting its Terminal points campaign early, and Pump.fun adding USDC pairs as SOL declines.0:00:00 Introduction0:00:30 Crypto Headlines and Web3 Roundup0:04:11 AI And Robotics Sector Showing Signs Of Life0:09:15 Why NEAR Stands Out Against A Quiet Market0:10:30 Binance Pre-IPO Market For SpaceX0:18:39 SEC Inno
Hype Pumps To $58 As Zcash Rips To $660 Highs
In this episode, we discuss HYPE's rally past $58 and Zcash reclaiming $660, NVIDIA's record $81.6B quarterly earnings, and SpaceX filing for IPO as OpenAI signals the same.00:00 Introduction00:25 Crypto Headlines and Web3 Roundup05:32 HYPE Flips Solana On FDV As Alts Lead The Market13:00 The Four Year Cycle Versus Rate Hike Fears16:00 Semiconductors Carrying The S&P And The Jevons Eff
Early Stage Crypto Ventures With Jim From Figment Capital
Jim Perillo from Figment Capital sits down to talk why applications beat infrastructure, the early call on HIP-3, and leverage tokens as a smarter way to get leverage. Plus the token versus equity problem, and the story behind his Wall Street Journal Katana win.0:00 From KPMG Tax Advisor To Crypto VC6:22 How Figment Pivoted From Infrastructure To Applications11:54 The Predicate Thesis And Middlewa
Stocks Slide, Karpathy Joins Anthropic, VVV Rips
In this episode, we discuss the stock pullback on soaring yields and Fed hike fears, Andrej Karpathy leaving OpenAI to join Anthropic, and VVV ripping twenty three percent on the AI trade.0:00 Introduction0:26 Crypto Headlines and Web3 Roundup5:35 Bread On Rhinotic's 10K Tokens Experiment14:42 V1 Punks About To Flip Pudgies16:45 Stocks Slide On Surging Yields And Rate Hike Fears21:04 Are Stock
SEC Eyes Tokenized Stocks, Trump Pauses Iran Strike, Musk Loses OpenAI Case
In this episode, we discuss the SEC's potential innovation exemption for tokenized stock trading, Trump calling off the Iran attack after Gulf intervention, and Elon Musk losing his case against OpenAI.0:00:00 Introduction0:00:28 Crypto Headlines and Web3 Roundup0:04:57 What's Catching Our Attention In The Market0:06:43 Do You Still Need To Hold Bitcoin When Hype Exists0:13:33 Why Hyperliq
BTC Slides As SpaceX Pre-IPO Hits Hyperliquid At A $2 Trillion Valuation
In this episode, we discuss Bitcoin sliding toward 77K as Iran tensions re-emerge, SpaceX going live for trading on Hyperliquid ahead of its record-breaking IPO, and why rising bond yields point to inflation pressure building.0:00:00 Introduction0:00:30 Crypto Headlines and Web3 Roundup0:05:55 The AI Efficiency Shift In How We Work0:17:11 Phunky On Whether AI Could Replace The Hosts0:20:00 Why IRL
Hyperliquid Becomes The Price Discovery Layer For Every IPO
In this episode, we discuss how Hyperliquid became the pre-market price discovery venue for the Cerebras IPO, Coinbase becoming the official USDC treasury deployer on Hyperliquid, and Trump's newly disclosed active single stock trading.00:00 Introduction00:24 Crypto Headlines and Web3 Roundup06:29 S&P Hitting Record Highs And Robo Strategy09:55 Nvidia H200 Chip Sales To China Approved10:39
Bitcoin Falls Below $80K As Crypto Bleeds And Tech Rips
In this episode, we discuss Bitcoin sliding below $80K while stocks keep ripping, Trump's state visit to China with a CEO delegation, and the Cerebras IPO pricing at $185 per share.00:00 Introduction00:28 Crypto Headlines and Web3 Roundup05:25 Robot Strategy and the Case for Robotics Exposure10:50 Getting Space Exposure and Knowing Your Edge17:08 PPI Comes In Hot, Stocks Shrug It Off19:43 Why
Lindsay Fraser From Blockchain Association On The CLARITY Act
Lindsay Fraser from Blockchain Association joins to discuss the CLARITY Act, stablecoin rewards, and the U.S. path to crypto market structure.She breaks down the Senate process, DeFi protections, and why regulatory certainty could arrive before August recess.0:00:00 Interview with Lindsay Fraser from Blockchain Association0:02:05 Blockchain Association's role in aligning crypto stakeholders0:0
Google And SpaceX Eye Data Centers In Space
In this episode, we discuss the S&P rebound above 7,400, hot U.S. inflation hitting 3.8%, and Google and SpaceX exploring orbital data centers.0:00:00 Introduction0:00:49 Crypto Headlines and Web3 Roundup0:04:25 Bread returns from Korea and Paper tweet drama0:09:09 Hot CPI print raises rate-cut and hike-cycle questions0:14:16 Legendary's Market Overview0:18:34 AI stocks, portfolio rebalanc
The Pokémon Market And Why Gacha Onboards Real Collectors With Andy From Mnstr
A conversation with Andy, co-founder of Mnstr, the on-chain TCG platform building on MegaETH around Pokemon cards, One Piece, graded slabs and gacha packs. We dig into the 85% perpetual buyback, why Fractional shut down, and the state of the trading card market right now.0:00 Introduction0:02 From DeFi Summer Degen To NBA Top Shot Aper0:04 Why Fractional Shut Down And Returned Investor Money0:07 E
S&P Smashes 7,400 As HIMS Crashes 18% On Earnings
In this episode, we discuss the S&P closing at a new all-time high above 7,400, HIMS dropping 18% on a Q1 earnings miss, and OpenAI launching its own Deployment Company.0:00:00 Introduction0:00:29 Crypto Headlines and Web3 Roundup0:05:01 The Unitree Mecca And Why The EU Will Ban It0:13:51 S&P Closes Above 7,400 With Semis Carrying The Index0:21:36 HIMS Drops 18% On Earnings Miss And The Pe
Saylor's Plan: Sell 1 Bitcoin, Buy 20 More
In this episode, we discuss Saylor's new 10-to-20 Bitcoin buy ratio, the Cerebras IPO being 20x oversubscribed, and VVV's continued surge past $17.0:00:00 Introduction0:00:50 Crypto Headlines and Web3 Roundup0:03:25 Price Action Across Majors And Alts0:05:00 Pokemon Cards And The Speculation Cycle0:11:55 Audemars Piguet Swatch Collab And Risk Appetite Returning0:17:30 Semiconductor Stocks
Interview With Nigel Eccles From BetHog On Why AI Live Dealers Beat Slots
Nigel Eccles, co-founder of FanDuel and now CEO of BetHog, joins us to break down why AI dealers are outperforming slots in popularity and how the product is being licensed to casinos worldwide. He also unpacks the $10M Series A and what's next for real-money crypto gaming.00:00 Interview with Nigel Eccles from BetHog02:25 Why AI Live Dealer Beats Traditional Live Dealer05:37 AI Dealers Now Ou
US-Iran Escalation, Tom Lee’s ETH Warning And Kalshi’s $22B Raise
In this episode, we discuss the US Iran escalation halting the market's rise, Tom Lee saying BitMiner may slow ETH buys as Saylor hints at selling Bitcoin, and Kalshi's $1B raise from Coatue at a $22B valuation.0:00:00 Introduction0:00:42 Crypto Headlines and Web3 Roundup0:06:08 Q1 Lessons and Trading Tuition Fees Banter0:11:40 Why Being Around Sharp Traders Matters0:15:00 US Iran Escalati
SpaceX And Anthropic Sign Massive Claude Compute Deal
In this episode, we discuss SpaceX partnering with Anthropic to boost Claude, the S&P ripping through 7,300 to new all time highs, and a hantavirus outbreak striking its eighth case on a luxury cruise ship.00:00 Introduction00:28 Crypto Headlines and Web3 Roundup05:16 VVV And DEM Pump On AI Compute Demand12:54 Bitcoin Bottoming And The Case For Higher20:46 Oxxyy On Privacy Premium And AI Secur
Saylor Reveals Strategy May Sell Bitcoin To Pay Dividends
In this episode, we discuss Saylor's stunning pivot to potentially selling Bitcoin to cover Strategy's dividends, Zcash ripping 40% toward $600 on a wave of cypherpunk and privacy narratives, and the S&P 500 hitting a new all-time high.0:00 Introduction0:32 Crypto Headlines and Web3 Roundup6:31 S&P All-Time Highs and Oil Crashing on War-End News11:22 Saylor's Strategy Shift, Se
Monopolizing CoinMarketCap As A $5M Marketing Channel With Tony From Stratosphere
Tony, co-founder of Movimentum and now COO of Stratosphere, breaks down how he turned CoinMarketCap into a 7-figure marketing channel and why he sold to Stratosphere. He also shares his thoughts on what crypto companies should be doing with marketing right now and why authority beats reach in the age of AI.0:00 Dial In Interview with Tony from Stratosphere4:42 Dial In Why CoinMarketCap Was The Hid
Haun Ventures Announces $1B Fund For The Agentic Economy
In this episode, we discuss Bitcoin reclaiming $80K, Haun Ventures launching a $1B fund for crypto and AI, and the UAE's response to a new Iranian missile attack.0:00 Introduction0:27 Crypto Headlines and Web3 Roundup4:13 Where DeFi Capital Is Moving As Yields Disappear10:11 Legendary's Market Overview And Strategy Earnings18:43 Haun Ventures Announces $1B Crypto and AI Fund22:11 Public To
BTC Surges, Thiel’s $6B Bet & Hyperliquid’s Next Big Move
In this episode, we discuss Bitcoin pushing above $80K on Iran headline volatility, Peter Thiel's Founders Fund raising a record $6B, and Hyperliquid launching HIP-4 outcome markets.00:00 Introduction00:30 Crypto Headlines and Web3 Roundup10:43 NFT Market Revival and Pokemon Card Mania14:46 Bitcoin Above $80K On Iran Escalation Fakeout22:09 Anthropic Revenue Doubles To $44B Annualized25:46 Add
S&P Hits 7,200, Japan Intervenes On Yen, MegaETH Opens At $1.5B FDV
In this episode, we discuss the S&P surging through 7,200 as Google rips another 4%, Japan intervening to prop up the yen, and MegaETH trading at $1.5B FDV after its first day.00:00 Intro Music02:56 Crypto Headlines and Web3 Roundup12:25 DeFi Hacks And Why Legendary Is Staying Out Of On-Chain Yield16:25 S&P Through 7,200 And Eli Lilly Earnings Drive Health Care22:49 Chevron Energy Trade An
Google ATHs, MegaETH TGE, Meta Pays Creators In Stables
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