Podcast
The Modern Market Show
Hosted by The Modern Market Show · EN
A daily show for internet entrepreneurs: crypto, NFTs, & making money on the internet
28episodes
Episodes
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Strategy Dumps 3,588 BTC But BTC Is Up 2.5% On The Day
Yesterday01:00:21Tap to summarizeIn 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 Is Buying Bitcoin Now and Are ETF Inflows Sustainable0:23:27 Quantum Risk and the Bitcoin Thesis Debate0:28:57 AI Mania Peaking and Flows Rotating Back to Crypto0:33:03 Bonk DAO Governance Exploit and the $20M Payout0:37:12 Strategy Sells 3,588 BTC for $216M to Fund Dividends0:39:49 Ansem Coin Rally and the Return of KOL Coins0:44:37 Ansem Supply Concentration and Anonymous Wallet Risks0:50:03 Millennium Pods Make $3.7B on Index Rebalancing0:52:11 Trade Idea Shorting VVV and Worldcoin0:54:34 Worldcoin Short Thesis and the OpenAI IPO DelayThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
Transcribe →Lighter LIT Surges To $2.50 On Robinhood Perps Integration
2d ago01:09:31Tap to summarizeIn 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 Self-Hosted Models0:21:37 Frontier Labs Expanding Into New Industries0:25:49 Data Moats and AI Labs Spinning Up Competitors0:29:56 The Race for Untapped Training Data0:34:55 LLMs Converging on the Same Stock Picks0:37:29 Lighter LIT Rally and Perp Dex Momentum0:44:32 Robinhood Confirms Lighter as Official Perps Partner0:48:56 Positioning and Buying the Lighter Move0:53:35 Ro Khanna Makes the Billionaire Wealth Tax Case0:57:49 Saylor Sells 3,588 Bitcoin to Fund Dividends1:03:07 Ansem Black Bull Token ReboundsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
Transcribe →OpenAI Considers Handing US Government 5% Stake
6d ago00:55:44Tap to summarizeIn 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 KOSPI Selloff and Korea's Retail Leverage Problem25:04 Making Sense of Korea's 100 Million Trading Accounts30:14 OpenAI Weighs a 5% US Government Stake37:21 Palantir, Alex Karp and the Rise of Sovereign AI Models42:09 NVIDIA's Trillion Dollar Robotics Bet and New Humanoids47:04 Is the Robotics Trade a Decade Away or Closer50:47 Meta Pivots to Cloud Computing54:34 Closing ThoughtsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
Transcribe →Anthropic's Claude Fable 5 Returns
1w ago01:02:49Tap to summarizeIn 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 Circle Stock and Coinbase Under Pressure0:28:35 The Stablecoin Trade Is Done, Buy the Banks0:33:49 Trump's Billion Dollar Crypto Income and Portfolio0:37:23 The Debate Over Trump's Impact on Crypto0:43:39 Bipartisan Crypto Regulation and Remittance Networks0:48:54 Anthropic's Fable 5 Returns After Government Pull0:54:08 Chinese AI Models and Robotics vs US Valuations0:57:14 Etched Raises $800M to Challenge NvidiaThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
Transcribe →MSTR And STRC Rally As Saylor Clears The Way To Sell Bitcoin
1w ago01:06:33Tap to summarizeIn 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 Saylor's News but Bitcoin Did Not0:18:09 Inside Strategy's New Bitcoin Credit Framework0:24:53 Strategy Becomes a Closed Loop Fund0:29:58 Bitcoin as Energy Money and the Hunt for the Next Buyer0:37:30 Agility Robotics Goes Public via a 2.5 Billion Dollar SPAC0:43:27 Investing in Humans and Robots and the UBI Question0:46:54 Chamath's 8090 Raises 135 Million for an AI Software Factory0:53:22 Reading the Charts, RoboStrategy and Token Unlocks0:58:04 Crypto Cards, Stablecoins and Real World Spending1:05:06 Closing Thoughts on Trading Your EdgeThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
Transcribe →Strategy Is 13 Billion Underwater as Saylor Buys More BTC
1w ago01:05:06Tap to summarizeIn 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 Pivot0:23:48 Quantum Stocks and the US Commerce Signal0:28:38 Robotics, Rigetti, and Using AI to Research Markets0:35:42 US and Iran Agree to Stop Attacks0:42:39 Trading the News Live and Iran's New Normal0:48:46 Ansem's Token Hits 100 Million and the Solana Debate0:55:41 Saylor, Strategy, and Who Buys Bitcoin Next0:58:44 Strategy's 1.25 Billion Bitcoin Monetization PlanThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
Transcribe →Apple Price Hike Wipes Over One Trillion From Asian Stocks
2w ago01:07:43Tap to summarizeIn 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 AI0:18:28 Over One Trillion Wiped From Asian Stocks0:21:48 Fourteen Circuit Breakers and Leveraged Chip ETFs0:29:52 May PCE Inflation and the Fed Two Percent Target0:33:29 Is Apple Oversold After the Six Percent Drop0:37:16 Going Long Apple at Two Seventy Six0:42:30 Phunky on Apple as a Veblen Luxury Good0:46:58 OpenAI Pushes Its IPO to Next Year0:51:12 Why AI Models Struggle to Capture Value0:58:45 SoftBank's Drop and the Government Push Into AI1:02:48 The SoftBank Goose and Golden Egg SlideThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
Transcribe →Micron's 85% Margins Top Nvidia And Meta In The AI Boom
2w ago00:53:21Tap to summarizeIn 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 Record Margins21:21 How Close Is the Humanoid Robot Revolution24:26 Unitree's $4,900 Iron Man Humanoid Robot29:37 Robot Home Security and the Device Hack Scare33:46 The Analog Backlash and Why AI Stays the Trade39:18 Agents On-Chain Versus Google's New Registry42:54 Korea's KOSPI Rebound and the Memory Listings Wave50:00 EU MiCA Deadline and US Crypto Regulation MomentumThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
Transcribe →Quantinuum Surges 20% After Trump's Quantum Executive Order
2w ago00:59:31Tap to summarizeIn 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 RAM Prices Surging25:37 DXY Surges on Hawkish Fed and Rate Hike Risk30:07 SpaceX Overhang and Going Risk Off37:07 Quantinuum Surges on Trump Quantum Order42:31 How Early Quantum Is and Picking Winners48:18 Following Lutnik and the Commerce Account53:43 SK Hynix Raising 29 Billion via US Listing58:39 Closing Thoughts and HomeworkThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
Transcribe →SpaceX Crashes 15% Right Back To Its $150 Launch Price
2w ago00:56:38Tap to summarizeIn 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 Micron's Strategic Memory Deal With Anthropic29:23 Apple, Local Models and the RAM Shortage35:27 The Privacy Thesis and Running Models Offline41:18 Apple As A Long-Term Trade Idea45:24 Sitting On The Sidelines and Why SpaceX Is The Risk Tell51:00 Why SpaceX Lost Its Appeal and Is AI Profitable Yet54:24 Closing Thoughts and Bitcoin TomorrowThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
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