The Modern Market Show

The Modern Market Show

A daily show for internet entrepreneurs: crypto, NFTs, & making money on the internet

  1. 3d ago

    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 Cools but Bond Yields Stay High     0:20:52 Can AI Stocks Keep Defying Macro Risks?     0:24:13 The PUMP Revenue Thesis     0:28:30 PUMP to a Penny and Taking Profits     0:35:06 Crypto's Q3 Winners and Bitcoin's Next Move     0:39:04 Position Sizing and Buying Through Fear     0:45:02 Monad Joins the Privacy Trade     0:48:02 AI Agents and the Need for Privacy     0:53:31 Who Captures the Value of Private AI?     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.     3 ways to join us:     1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/     2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/     3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000

  2. 4d ago

    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     22:26 OpenAI DevDay and the AI Super-App Race     26:31 Cheaper AI Models and IPO Headwinds     30:14 Are Trillion-Dollar AI Valuations Justified?     36:11 [SPONSORED] Sway Partnership     37:34 US 30-Year Yield Tops 5.6%     43:22 Raising Cash and Managing Portfolio Risk     48:02 Robinhood Perps, Lighter and AI Trading Agents     53:29 [SPONSORED] Sway Giveaway     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.     3 ways to join us:     1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/     2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/     3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000

  3. 5d ago

    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 Stocks and Stock Token Yield     17:33 Tokenization, KYC and Global Access     20:02 Robinhood Chain and Financial Infrastructure     23:02 Token Exposure and NFT Marketing Rewards     24:59 Onchain Options and the Q4 Roadmap     27:55 Nvidia SmartLP Walkthrough and Closing     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.     3 ways to join us:     1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/     2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/     3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000

  4. 5d ago

    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 Sustainable Returns     22:09 Zcash Whale Exit and Liquidity     25:54 Taking Profits Without Chasing Round Numbers     30:54 Ethereum Strength and Robinhood Expectations     33:34 Meta Enterprise AI and Nvidia’s Buyback     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.     3 ways to join us:     1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/     2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/     3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000

  5. 6d ago

    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 Introduction 0:02:47 Crypto Headlines and Web3 Roundup 0:11:28 Bitcoin Support and the Range-Trade Setup 0:17:00 Altcoin Pullbacks and Leverage Risk 0:21:20 Gold, Stocks and Rate-Hike Expectations 0:25:32 Could AI Matter More Than Rising Yields? 0:30:29 Ethena’s Payments and Equity-Perps Thesis 0:37:46 The Liquidation Sell-Off and Geopolitical Risk 0:41:00 Inside the Crypto Portfolio 0:44:03 Tokenization, AI and Crypto’s Next Chapter 0:48:01 Concentrating Conviction and Reducing Leverage 0:51:22 Reviewing Trades and Taking Profits 0:55:17 Lighter and the Robinhood Summit 0:59:00 Vitalik’s Ethereum Vision and Tread’s Rally 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. 3 ways to join us: 1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ 2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ 3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000

  6. Sep 27

    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 Introduction 01:15 Today's Headlines and Crypto News Roundup 04:49 Market Prices: Bitcoin, HYPE, Zcash and Ondo 07:25 Market Thoughts: Plasma, Meta and the AI Rally 13:36 Climbing the Wall of Worry 17:41 Fear and Greed: Stocks vs Crypto 25:23 Small-Cap Bets, Portfolio Risk and Taking Profits 30:20 Surviving Cycles Instead of Chasing Overnight Gains 33:15 xStocks, Ink and Quotrons 38:04 A Live Quotrons OTC Deal 42:03 Treasury Yields Hit 5.20% as Market Breadth Weakens 48:11 Trade Ideas: Evan's Six Calls for This Cycle 50:55 Strategy's Rebound and Core Crypto Positions 55:40 Bitcoin Levels and Long-Term DCA 56:50 Ondo's BlackRock-Powered Onchain Portfolios 1:01:24 Trump, Xi and the Tech Dinner 1:04:10 AI Tools and Anthropic 1:05:38 Community Updates and Wrap-Up 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. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000

  7. Sep 24

    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 Zora 01:26 Zora’s Journey from NFTs to Social Trading 03:42 From KPMG to Coinbase and Founding Zora 09:43 Leaving Coinbase and Surviving the Early Years 12:51 The Solana Pivot, Layoffs and Rebuilding Zora 16:31 A Smaller AI-Native Team and the CEO Transition 19:46 Custom Pairs and Cross-Chain Trading Demo 23:18 Pump.fun, Competition and the Launchpad Market 25:43 Why Taste and Curation Are the Moat 29:35 Growth, Creator Rewards and What Comes Next 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. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000

  8. Sep 24

    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 Introduction 00:43 Crypto Headlines and Web3 Roundup 04:53 Market Overview and Positioning on a Red Day 09:05 Meta’s AI, VR Glasses and the Bull Case 14:49 AI Spending, Micron and the Profitability Debate 19:09 [SPONSORED] Sway Partnership and Giveaway 21:09 Treasury Yields Surge to 5.13% 26:44 Rate-Hike Expectations and Holding Core Positions 31:29 Bitcoin’s Open Interest Flush and Trade Setups 37:01 Variational TGE, Airdrop and Valuation 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. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/ Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/ Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000

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A daily show for internet entrepreneurs: crypto, NFTs, & making money on the internet

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