The Modern Market Show
A daily show for internet entrepreneurs covering crypto, NFTs, and making money online.
Episodes
Paul Tudor Jones Sees IPO Lockups Threatening 2027 Stocks
In this episode, we discuss Paul Tudor Jones’s warning about IPO supply in 2027, Bitcoin positioning ahead of CPI, and Robinhood Social’s trading experience.0:00:00 Introduction0:01:35 Crypto Headlines and Web3 Roundup0:06:54 Bread’s HYPE Sale and Pump DCA0:11:57 Round-Tripping Gains and the Psychological Cost0:15:11 Zcash, SanDisk and Limits to Euphoria0:20:26 Stock Losses and Taking Microsoft Pr
KOSPI Sell-Off - Can China's Memory Push Squeeze Profits?
In this episode, we discuss the KOSPI sell-off and memory competition, crypto’s search for marginal buyers, and managing risk during fast altcoin rotations.00:00 Introduction01:48 Crypto Headlines and Web3 Roundup06:26 ETH and the Next Marginal Buyer13:38 Zcash, SanDisk and Post-Rally Consolidation18:06 ETH Buyers and Market Conviction21:54 Bullish Conviction Versus Wishful Thinking26:03 Questions
Bitcoin Holds $80K - What Could Finally Break the Range?
In this episode, we discuss Bitcoin’s resilience near the bottom of its range, portfolio decisions after taking Zcash profits, and Citi’s forecast for smaller long-bond auctions alongside Papertrade’s launch.00:00 Introduction01:11 Crypto Headlines03:06 Web3 Roundup12:43 Reallocating After Zcash Profits18:03 Bitcoin’s Range and Macro Resilience25:19 The Altcoin Thesis, EtherFi and Ethena31:30 Unis
OpenAI's $20B Revenue Gap - Why the Numbers Don't Match
In this episode, we discuss OpenAI’s revenue reporting and AI-market sensitivity, profit-taking after the crypto sell-off, and quantum-risk narratives.0:00:00 Introduction0:02:39 Crypto Headlines and Web3 Roundup0:11:09 The Crypto Sell-Off and Quantum Narratives0:14:19 Forecasts and Researcher Incentives0:17:57 Investing Amid AI Uncertainty0:22:39 Bitcoin’s Range and Portfolio Decisions0:26:16 Rea
Bitcoin Near $82K - Why This Dip Is Hitting Altcoins Hard
In this episode, we discuss Bitcoin’s range lows and altcoin selling, the debate over AI and cryptographic security, and Samsung Wallet and stablecoin adoption.00:00 Introduction01:00 Crypto Headlines and Web3 Roundup05:04 Responding to the Crypto Pullback10:12 Taking Profits and Following Your Own Plan15:40 Bitcoin Support and ETF Outflows19:28 What Bitcoin Weakness Means for Altcoins24:06 Unreal
OpenAI's Math Results - Can Human Scientists Still Keep Up?
In this episode, we discuss OpenAI’s new mathematical results, stock-market concentration and crypto liquidations.00:00 Introduction00:51 Crypto Headlines and Web3 Roundup04:22 AI Tools and Data Privacy13:22 [SPONSORED] Sway Partnership16:47 S&P 500 Concentration and Portfolio Exposure21:04 Bitcoin’s Drop and Forced Liquidations24:11 [SPONSORED] Sway Leaderboard and Giveaway27:45 OpenAI’s New
Dial In David Jeong from Tread.fi
David Jeong from Tread.fi explains how algorithmic execution and AI agents turn trading theses into orders, and what institutions need to access perp markets.00:00 Interview with David Jeong from Tread.fi02:08 Building Beyond HYPE Maximalism07:38 One Trading Engine Across Exchanges10:43 AI Agents and Trading Theses15:09 Retail Access and Institutional Risk Agents20:48 Institutional Privacy and QRT
Hyperliquid's $8.2M Buyback - What's Driving New HYPE Demand
In this episode, we discuss Hyperliquid’s buybacks and USDC revenue, rising bond yields alongside record stocks, and the CFTC’s proposed crypto framework.00:00 Introduction00:53 Crypto Headlines and Web3 Roundup09:04 Falling Oil and the Rate Outlook14:35 Market Seasonality and Midterm Expectations17:58 Rising Bond Yields and Record Stocks22:24 Housing Affordability and Economic Pressure26:55 AI Pr
PUMP vs Hyperliquid - What Explains the Huge Valuation Gap?
In this episode, we discuss PUMP’s revenue and valuation gap versus Hyperliquid, Bitcoin’s trading range, and separating long-term holdings from leveraged trades.00:00 Introduction00:40 Crypto Headlines and Web3 Roundup07:00 Hyperliquid on Bloomberg and Crypto Adoption11:19 Why Crypto Teams Need to Communicate15:52 Ethena and Planning Leveraged Positions19:50 Launchpad Competition and the Risk Cur
The Next Crypto Trade? AI Agents Need Privacy
In this episode, we discuss cooling US inflation and stubbornly high bond yields, crypto's Q3 performance, and Monad's privacy plans as the private AI trade gains attention. 0:00:00 Introduction 0:00:54 Crypto Headlines and Web3 Roundup 0:07:01 Google's AI Push and the Alphabet Trade 0:12:20 Hyperliquid's Unlock and OTC Buyer 0:15:36 Inflation
US 30-Year Yield Hits 5.6% as Bond Market Pressure Builds
In this episode, we discuss rising US Treasury yields and the outlook for further Fed hikes, AI valuations after OpenAI DevDay, and Robinhood's push into perpetual futures and AI-powered trading. 00:00 Introduction 01:43 Crypto Headlines and Web3 Roundup 05:53 Manchester City and Football's Financial Rules 14:32 Trump's AI Rebrand and the SI Token Trade&
Simple Farmer From StonkBrokers On Making Stocks Work Onchain
In this episode, we discuss stock-token liquidity strategies, AI-era smart contract security and onchain options with Simple Farmer, founder of StonkBrokers. 00:00 Introduction 02:53 StonkBrokers Tokens, NFTs and Product Suite 06:41 Launchpads and Keeping Liquidity Onchain 09:40 AI Security, Smart Contract Audits and Insurance 14:37 Meme Stock
AI Trades Face a Reality Check as Subscription Costs Shift
In this episode, we discuss the changing economics of AI subscriptions, AI stock valuations and the Zcash whale exit. 00:00 Introduction 01:01 Crypto Headlines and Web3 Roundup 07:01 OpenAI Subscriptions and the Cost of AI 10:58 AI IPOs, Meta and SpaceX 14:45 The Risks Behind New Onchain Protocols 19:04 Chasing Narratives Versus Sus
Crypto Liquidations Hit $380M as Bitcoin Tests Key Support
In this episode, we discuss the crypto liquidation sell-off, portfolio positioning and risk management, plus Vitalik’s Ethereum vision and Tread’s rally.0:00:00 Introduction0:02:47 Crypto Headlines and Web3 Roundup0:11:28 Bitcoin Support and the Range-Trade Setup0:17:00 Altcoin Pullbacks and Leverage Risk0:21:20 Gold, Stocks and Rate-Hike Expectations0:25:32 Could AI Matter More Than Rising Yields
Ondo Jumps 30% on BlackRock News as Treasury Yields Hit 5.20%
BCheque and Legendary discuss Ondo's BlackRock-powered onchain portfolios, Treasury yields reaching 5.20%, and why AI-led stocks keep climbing despite the market's worries. Plus: crypto risk management, xStocks and Quotrons, Strategy's rebound, and the Trump-Xi tech dinner.00:00 Introduction01:15 Today's Headlines and Crypto News Roundup04:49 Market Prices: Bitcoin, HYPE, Zcash and Ondo07:25 Marke
Dial In Zora’s Next Move: Dee Goens on Custom Pairs and the Rebuild
Dee Goens, CEO and co-founder of Zora, joins us to discuss rebuilding the company after a difficult pivot, launching Custom Pairs and cross-chain trading, and why curation matters as more markets move onchain.00:00 Welcoming Dee Goens from Zora01:26 Zora’s Journey from NFTs to Social Trading03:42 From KPMG to Coinbase and Founding Zora09:43 Leaving Coinbase and Surviving the Early Years12:51 The S
US Treasury Yields Hit 5.13% as Bitcoin Slides Back to $83K
In this episode, we discuss rising US Treasury yields and portfolio positioning, Meta’s AI and hardware ambitions, and Bitcoin’s leverage flush alongside Variational’s upcoming token launch.00:00 Introduction00:43 Crypto Headlines and Web3 Roundup04:53 Market Overview and Positioning on a Red Day09:05 Meta’s AI, VR Glasses and the Bull Case14:49 AI Spending, Micron and the Profitability Debate19:0
Hyperliquid's Record Open Interest Puts $100 HYPE in Focus
In this episode, we discuss Hyperliquid's record open interest and the $100 HYPE question, portfolio positioning as Uniswap and Zcash rally, and BlackRock's AI-and-digital-assets thesis.00:00 Introduction00:52 Crypto Headlines and Web3 Roundup07:30 Zcash Conviction and Buying the Winners12:18 Moving from ETH to HYPE and Creator Track Records17:46 Right Thesis, Wrong Asset - The DAT Lesson21:21 Tak
Bitcoin Breaks $87K, Nasdaq Hits Record & Meta's AI Boom
BCheque, Legendary and Rahim discuss Bitcoin's move above $87K, record highs for the Nasdaq, and Meta's AI push. They debate thin on-chain liquidity, taking profits and portfolio positioning, before Rahim explains his Stonk.Fun thesis and how stock-paired memecoins work.00:00 Welcome and market headlines04:04 Crypto, stocks and oil: price action06:16 Market thoughts: NEAR, NFTs and positioning09:1
Cambria's Next Chapter: Genesis, RSGP & Real Stakes Gaming with Ben
Ben, founder of Cambria, joins BCheque and Legendary to discuss the move from seasonal games to a permanent Genesis world. We cover real-stakes gameplay, sustainable game economies, the RSGP token, loot-drop eligibility, charters and what success looks like beyond token price.00:00 Welcoming Ben from Cambria00:48 From Duel Arena to Genesis02:36 Building through a difficult crypto market04:34 Beyon
NEAR Soars 80%, Zcash Short Loses $35M & Bitcoin Breaks $84K
Bitcoin breaks above $84K as crypto rallies. BCheque and Legendary discuss building a Zcash position after a big run, holding winners versus rotating between tokens, ETHFI and ENA, and the psychology of trading perpetuals. Plus: could AI trading tools create their own feedback loop, and why are markets shrugging off geopolitical risk?00:00 Welcome and market headlines03:55 Price action: Bitcoin, a
NEAR Rips, Zcash Nears $1,500 & Crypto Gets SEC Relief
BCheque, Legendary and Bread discuss Zcash's run to $1,500, NEAR's privacy narrative and how they're managing a green market without chasing every move. Plus: stop-loss lessons, DCF God's ETH options trade on Derive, portfolio sizing, meme-coin risk/reward, and the SEC/CFTC exemptions discussed on today's show.00:00 Welcome to Modern Market01:32 Headlines and other news03:08 Cr
Fed Hikes Rates, But Crypto Rallies. What Happens Next?
BCheque and Hirshy break down the market reaction to Warsh's rate hike, the case for climbing the wall of worry, and Zcash's store-of-value narrative. Plus: Lighter and token-unlock risks, the CFTC's crypto-regulation plans, and the proposal for closer Canada-EU ties.00:00 Welcome to Modern Market01:05 Headlines and other news05:15 Bitcoin, Zcash and the market bounce09:43 Market thoug
CLARITY Vote Fails as $526M in Crypto Longs Get Liquidated
This episode is sponsored by Sponsored by Sway: https://sway.fun/ref/MM3000 (code MM3000).BCheque, Legendary and Bread discuss the CLARITY vote fallout, Bitcoin's trading range and positioning ahead of the Fed decision. Plus, global bond yields, BTC/ZEC setups, Hyperliquid's US ambitions and Meta's AI safety stance.0:00:00 Introduction0:00:55 Crypto Headlines and Web3 Roundup0:07:34 Ma
10-Year Yield Breaks 5%, CLARITY Hits a Wall & Trump Takes On AI Fears
BCheque, Legendary and Rahim discuss rising Treasury yields, positioning ahead of FOMC, and whether the CLARITY Act can meaningfully move crypto markets. Plus: tokenized stocks, SpaceX, Apple and Meta, Trump’s AI stance, and the case for buying memory stocks.00:00 Welcome to Modern Market01:02 Headlines and other news03:13 Crypto, stocks and metals: price action05:07 Robinhood, tokenized stocks an
AI Leaders Want a Slowdown, Oil Tops $100 & Clarity Act Momentum Builds
BCheque and Legendary debate the calls to slow frontier AI development, safety versus regulatory capture, and the case for open source. Plus: trimming speculative AI exposure, Argonauts, Clarity Act momentum, and oil-driven inflation ahead of the Fed meeting.00:00 Welcome to Modern Market01:35 Headlines and other news04:58 Crypto, AI stocks and gold: price action08:10 Market thoughts: oil, rate hi
U.S. Yields Surge Toward 5%
Treasury yields pushed toward 5% as markets prepared for CPI, while Trade.xyz expanded into prediction markets and Argonauts approached a 0.7 ETH floor.We also cover crypto price action, oil and Middle East risk, the ETHFI trade idea, Shanghai crude, Nasdaq's Kraken investment, and Robinhood's crypto-volume surge.00:00 Intro01:40 Today’s Headlines02:54 Other Headlines04:36 Market Price Act
Trump’s $5K Dividend?
Trump’s proposed $5K dividend, inflation data, Treasury buybacks, Apple’s new iPhone Duo and an eight-day oil run all shaped today’s Modern Market.00:00 Intro00:50 Today’s market headlines03:03 Crypto news and price action06:35 Portfolio focus: SK Hynix vs. memecoins18:37 Trump’s $5K dividend proposal37:40 Robinhood ecosystem positioning50:28 PPI, inflation and the FOMC51:54 Bessent’s buybacks and
Oil Surges Past $94, Yen Rips Higher & Hunter Biden Launches a Memecoin
Oil pushes above $94, the yen reaches its strongest level against the dollar since February, and Hunter Biden plans a $LAPTOP memecoin launch on Base. We break down what it means for risk, positioning, Japan, China’s gold buying and crypto flows.00:00 Intro01:10 Today’s headlines: yen, $LAPTOP and oil03:30 Market price action05:39 Meme market fragmentation and capital rotation16:42 When markets ge
ZEC Hits $1K | Robinhood vs. AMC + Bitcoin ETF Inflows
Zcash breaks $1K for the first time in a decade as the team unpacks the Robinhood-AMC tokenized stock drama, Bitcoin's strongest ETF inflows since January and the setups they are watching into the weekend.00:00 Intro & Friday headlines04:01 ZEC breaks $1K04:59 Crypto price action07:21 Why Zcash feels like old ETH09:37 Changing your mind in a bull market17:56 Robinhood vs. AMC tokenized sto
Yen Surges 1.5% as BOJ Hike Bets Build
The yen is moving fast as BOJ hike bets build, while Robinhood Chain assets keep running and bond markets react to fresh Iran-war headlines. The Modern Market team breaks down price action, PONS, HOOD and the macro setup.00:00 Intro & today’s headlines03:47 Price action: crypto, oil & stocks05:28 Apple, risk appetite & market setup13:23 AI coins and holding through volatility20:08 Taki
The End Of Easy Money?
Treasury yields are pushing toward 5%, AI debt is racing higher, and liquidity is getting tighter. We break down why risk is back, where the Robinhood tokenized-stock trade is going, and why taking profits can matter more than chasing the next move.00:00 Introduction00:46 Crypto Headlines and Web3 Roundup05:18 Treasury Yields, Iran Risk and the September Fed Meeting10:00 Gold, Rate Hikes and Polym
Robinhood Chain Nears $1B Daily DEX Volume
In this episode, we discuss the return of on-chain trading, Robinhood Chain’s near-$1B daily DEX volume, and Nvidia’s $3.5B MediaTek investment.0:00:00 Introduction0:00:54 Crypto Headlines and Web3 Roundup0:09:58 On-Chain Trading Returns0:13:24 FOMO Trading Data and Retail Risk0:20:10 Memecoins as a Route into Tokenized Stocks0:24:14 NFT Relics and On-Chain Yield0:28:10 Taking Profit During an On-
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
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