The Modern Market Show

The Modern Market Show

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

  1. 2d ago

    Warhound's $200M Bet on Gene-Edited Military Working Dogs

    In this episode, we discuss Warhound’s plans for genetically enhanced working dogs, AI agents and bank-account permissions, and the market sell-off.⁠ 00:00 Introduction⁠ 03:59 Trading Intuition and Information Overload⁠ 09:55 Crypto Headlines and Web3 Roundup⁠ 13:59 Oil Prices and Pressure on Risk Assets⁠ 18:19 Moderna and Market Expectations⁠ 22:54 Gold and the Synthetic Supply Debate⁠ 25:47 Nasdaq Sell-Off and Election Risk⁠ 32:11 Midterms and Political Uncertainty⁠ 36:28 AI Agents and Bank Account Fears⁠ 40:55 Credentials, Permissions and Human Accountability⁠ 45:10 Warhound and Gene-Edited Military Working Dogs⁠ 49:40 Biotech Potential and Investment Risk⁠ 53:00 AI Exploits, CVEs and Staying Level-Headed⁠ 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. 3d ago

    Meta Earnings - Why Did Strong Numbers Fail to Lift Shares?

    In this episode, we discuss Meta’s post-earnings price reversal, Bitcoin’s trading range and the debate around Marathon Fusion’s unverified gold-production claim.⁠ 00:00 Introduction⁠ 02:10 Crypto Headlines and Web3 Roundup⁠ 06:53 A HYPE Long and Buying at the Top of the Range⁠ 13:33 Monero and the Privacy Coin Trade⁠ 19:36 Meta Earnings and the Reversal in Its Shares⁠ 24:30 Tesla Earnings and the Cost of AI Spending⁠ 29:29 The AI Trade and Crypto Resilience⁠ 34:12 Taking Profits Out of Crypto⁠ 38:44 Marathon Fusion’s Gold Claim and Its Limits⁠ 42:10 China’s Gold Buying and the Longer-Term Thesis⁠ 45:28 Bitcoin and Quantum Risk⁠ 50:10 Gold and Protecting Purchasing Power⁠ 53:03 Stablecoin Research and Community Memberships⁠ 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. 4d ago

    SpaceX Earnings Beat - Is AI Compute the Real Growth Story?

    In this episode, we discuss Bitcoin’s market bounce, portfolio positioning around HYPE and SpaceX’s reported earnings and AI compute business.⁠ 0:00:00 Introduction⁠ 0:03:36 Crypto Headlines and Web3 Roundup⁠ 0:07:45 Bitcoin Range and Resetting a Portfolio⁠ 0:13:01 Oil and Geopolitical Risk⁠ 0:18:07 How Conflict Risk Gets Priced In⁠ 0:25:02 Portfolio Cleanup and Position Sizing⁠ 0:29:30 HYPE vs LIT and Conviction in a Team⁠ 0:36:00 Trade Ideas and Avoiding Constant Rotation⁠ 0:40:22 Keeping Gains and the NEAR Revenue Question⁠ 0:46:24 SpaceX Reported Earnings and AI Compute⁠ 0:50:31 AI Compute Costs and Pricing Pressure⁠ 0:54:22 Bitcoin Range and the Next Market Move⁠ 0:57:32 [SPONSORED] Sway Partnership and Weekly Winner⁠ 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

    Why Giving AI Agents More Access Can Put Your Money at Risk

    Anish, principal security engineer at Trail of Bits, explains how to limit AI agents’ access, manage dependency risks and improve security patching without introducing new bugs. ⁠ 00:00 Introduction ⁠ 02:46 Research First Security and Patch the Planet ⁠ 05:06 Package Managers and Hidden Dependencies ⁠ 09:34 Dependency Alerts and Package Selection ⁠ 12:27 Limiting the Blast Radius of AI Agents ⁠ 15:47 Can AI Fix Security Bugs Without Regressions ⁠ 21:54 Hardware Wallets and the Wider Security Stack ⁠ 26:43 AI Attackers and Defenders ⁠ 28:53 OpenAI Reports 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. ⁠ 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. 5d ago

    OpenAI's $1.4T Valuation - How to Trade the AI IPO Cycle

    In this episode, we discuss OpenAI’s reported $1.4 trillion valuation, a speculative AI IPO trading playbook and Papertrade’s decision to delay PAPER transfers.⁠ 00:00 Introduction⁠ 00:58 Crypto Headlines and Web3 Roundup⁠ 06:29 Worldcoin and Choosing Assets to Hold Through a Dip⁠ 11:47 Security Interview Preview and the Sway Competition⁠ 15:34 Record Put Activity and Extreme Fear in Stocks⁠ 21:16 Concentrating a Crypto Portfolio During the Lull⁠ 23:58 OpenAI Seeks a $1.4 Trillion Valuation⁠ 27:39 A Speculative Playbook for the AI IPO Cycle⁠ 31:22 AI Rotation and the Memory Trade⁠ 36:07 Why Papertrade Is Delaying PAPER Transfers⁠ 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. 6d ago

    Anthropic's 5% Equity Pledge - Who Really Benefits From It?

    In this episode, we discuss Anthropic’s proposed public-benefit equity fund, Bitcoin’s trading range and the market risks from oil and geopolitical uncertainty.⁠ 00:00 Introduction⁠ 00:34 Crypto Headlines and Web3 Roundup⁠ 04:08 Bitcoin’s Range and Weekend Price Action⁠ 10:22 Oil, Equities and the Main Market Risks⁠ 15:09 Middle East Travel Warnings and Oil⁠ 20:09 Geopolitical Uncertainty and Election Timing⁠ 24:22 Energy Stress and Global Market Risks⁠ 30:08 Why Lower Energy Costs May Take Time⁠ 36:30 Conflict Risk and Market Opportunities⁠ 39:22 EtherFi and Business Fundamentals⁠ 43:04 Hyperliquid and a Potential Pullback⁠ 47:49 Anthropic’s Public Benefit Equity Pledge⁠ 52:10 AI Valuations and the Taxpayer Question⁠ 56:20 The Catalyst for the Next Market Move⁠ 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

  7. Oct 16

    Why Global Debt Keeps Forcing Central Banks to Print Money With Michael Howell from CrossBorder Capital

    Michael Howell, founder of CrossBorder Capital and author of Capital Wars, explains how debt refinancing drives demand for liquidity, why bond yields matter and how monetary inflation can erode wealth. ⁠ 00:00 Introduction ⁠ 03:33 Money Flows and Bitcoin as a Liquidity Barometer ⁠ 07:01 Why Global Liquidity Growth Is Slowing ⁠ 10:18 The Fed and Money Market Liquidity ⁠ 15:51 Debt Refinancing and the Role of Collateral ⁠ 20:00 Bond Yields and the Term Premium Debate ⁠ 22:01 US China Capital Wars and Gold Collateral ⁠ 26:49 The 2027 Outlook and Monetary Inflation ⁠ 32:56 Watching for the Next Liquidity Turning Point ⁠ 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

  8. Oct 16

    Tesla Unveils a Flying Roadster After Nine Years of Hype

    In this episode, we discuss Bitcoin’s bounce as bond yields ease, Anthropic’s IPO valuation debate and Tesla’s flying Roadster demonstration. ⁠ 00:00 Introduction ⁠ 01:32 Crypto Headlines and Web3 Roundup ⁠ 04:54 NEAR AI and Trading a Parabolic Move ⁠ 10:18 Bitcoin Bounces as Bond Yields Ease ⁠ 16:37 Anthropic IPO Valuation and AI Economics ⁠ 22:13 AI Valuations and the Case for Open Models ⁠ 29:37 Tesla Demonstrates Its Flying Roadster ⁠ 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

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

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