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
11episodes
Episodes
Newest firstAll episodes
US-Iran Shock, S&P Losses & Strategy’s $500B Bitcoin Rotation
2d ago01:01:47Tap to summarizeIn 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 Holding Cash and Selling Into the Collectibles Run0:22:06 Regulatory and Enforcement Risk on the Path to Clarity0:25:53 Chainalysis, HTX and the Case for the Clarity Act0:33:11 S&P 500 Selloff and the Semiconductor Correction0:36:41 Strategy CEO and the $500B Bitcoin Rotation Claim0:41:22 A Counter Case and Flat Stablecoin Growth0:46:34 The SpaceX IPO Trade and a 3% Float0:51:14 Leveraged ETFs, Index Weighting and the Buy-Pressure Math0:56:53 US Strikes on Iran and the Market Reaction1:00:04 Closing Thoughts and SpaceX IPO TomorrowDISCLAIMER: 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.
Transcribe →SpaceX Rips To $165 Pre-IPO While Everything Else Sells Off
3d ago00:43:07Tap to summarizeIn 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 Management25:27 SpaceX as a Meme Stock and the Circle IPO Lesson30:34 Anthropic Launches Fable 534:44 Hands-On With Fable 5 Agents39:09 Morpho Raises $175M at a $2B ValuationDISCLAIMER: 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.
Transcribe →Anthropic To Release Mythos Today?
4d ago00:52:03Tap to summarizeIn 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 to release Mythos31:19 Citrini calls Hyperliquid a compelling investment35:24 Where Hype fits in a portfolio now40:09 Apple reveals Siri AI and the stock sells off45:52 RoboStrategy surges on robotics exposureThe 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 →KOSPI Halted After Crashing 8% In A Single Trading Day
5d ago00:59:52Tap to summarizeIn 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 AI Race25:51 Leadership Volatility and Why Democracies Struggle to Plan Long-Term31:00 KOSPI Halted After 8% Crash and the Semiconductor Selloff35:11 SpaceX IPO Thursday at a $1.77 Trillion Valuation40:08 Could Tesla and SpaceX Eventually Merge47:55 Zcash Bounces 40% After Emergency Founder Upgrade55:32 Saylor Hints at More Bitcoin as Strategy Buys 1,550 BTCDISCLAIMER: 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.
Transcribe →Zcash Drops 50% After Infinite Mint Bug Found In Protocol
1w ago01:01:24Tap to summarizeIn 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 Zcash Infinite Mint Bug Crashes The Token0:27:35 The Trust Layer Problem For Privacy Coins0:30:52 The Strange Zcash Price Action BCheque Was Trading0:35:02 The Udi And Mert Debate Over Whether Zcash Recovers0:40:13 Why The Whole Privacy Sector Is Now A Target0:46:11 Pre-IPO Markets Pull Back As Fresh IPOs Reprice0:50:55 Fidelity Lowers The SpaceX IPO Requirement To 2K0:54:05 Closing Round On Crypto Stocks And Pokemon Cards0:57:46 Why The S&P Won't Fast-Track Mega Cap IPOsThe 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 →BTC $62K Crash, Kraken xStocks & Hayes Dumps NEAR/HYPE
1w ago00:56:44Tap to summarizeIn 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 Outflows And Arthur Hayes Dumps NEAR And HYPE31:44 Is It OK To Flip On A Conviction Call37:38 How To Play A Dangerous June Market41:14 Why Useful Tokens Beat Pure Speculation45:45 IPO Summer SpaceX Anthropic And OpenAI50:05 Going Back To Quality And Getting Risk Off55:53 Surviving The Cycle By Opting OutDISCLAIMER: 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.
Transcribe →S&P 500 Hits Fresh Record Highs As Bitcoin Falls To $66K
1w ago00:55:03Tap to summarizeIn 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 and Near Intents18:03 Saylor's STRC Death Spiral and the APX USD Depeg23:30 Could Hyperliquid Survive a Bitcoin Collapse?31:34 Security Fears Over the Gnosis Hack and Centralization37:42 Hyperliquid as Wall Street's Convenience Store41:09 Marvell +32% and the AI Concentration Trade48:01 What Counts as an AI Company? Dot-Com Echoes51:50 Mag 7 Concentration and Why Centralization WinsDISCLAIMER: 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.
Transcribe →Saylor Starts Selling Bitcoin For The First Time Since 2022
2w ago01:00:39Tap to summarizeIn 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 Just Stopped Bidding0:26:11 Can Currency Debasement Revive The Bitcoin Bid?0:31:36 VCs Force The Public To Buy SpaceX Via Index Funds0:37:19 Early Investors Win Even If SpaceX Dumps0:43:05 Telegram Rebrands TON To GRAM0:47:01 Founder Mode And Whether TON Needs A Buyback0:51:35 Anthropic Files Confidentially For Its IPO0:55:29 Is Moving The IPO Up Bearish For Late 2026?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.
Transcribe →Hyperliquid Hits $73 All-Time High On Relentless Buying
2w ago00:58:55Tap to summarizeIn 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 ETF Moment Has Arrived30:11 How High Can Hype Go vs ETH and Solana37:18 Cards and the Collector Crypt Trade Idea41:42 Winning Pokemon Cards On-Chain With Gacha46:46 Real Yield Or Ponzi Managing The Gacha Trade51:20 Kalshi Perps and Binance On-Chain Stock Trading55:58 Breaking Strategy Sells 32 BitcoinThe 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 →S&P ATHs, ICE Meets Hyperliquid & Anthropic’s $965B AI Round
2w ago01:04:42Tap to summarizeIn 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 Peptides, BPC-157 and the Iggy Azalea Anniversary0:20:09 Peptides as a Longevity Trend0:23:24 S&P All-Time Highs and the US-Iran Ceasefire0:27:35 Dell's 33% Surge and the $9.7B Pentagon Contract0:33:50 Dell, Trump Accounts and the Corruption Question0:37:59 The Dell Family Trust Accounts Debate0:43:59 Everything Rally vs AI Rally and the Summer IPO Thesis0:49:22 ICE Meets Hyperliquid and the TradFi Convergence0:53:50 Would ICE Take a Stake in Hyperliquid?0:59:01 Anthropic Raises $65B at a $965B ValuationDISCLAIMER: 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.
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