The Modern Market Show

00:58:11

PUMP vs Hyperliquid - What Explains the Huge...

The Modern Market Show ·

2026/10/05

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 Curve25:09 Isolated Margin and Limiting Losses29:17 Bitcoin’s Range and Market Sentiment34:23 Crypto

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01:01:11

The Next Crypto Trade? AI Agents Need Privacy

The Modern Market Show ·

2026/10/01

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 Introduction0:00:54 Crypto Headlines and Web3 Roundup0:07:01 Google's AI Push and the Alphabet Trade0:12:20 Hyperliquid's Unlock and OTC Buyer0:15:36 Inflation Cools but Bond Yields Stay High0:20:52 Can AI Stocks Keep Defying Macro Risks?0:24:13 The PUMP Revenue Thesis0:28:30 PUMP to a Penny and Taking Profits0:35:06

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00:58:47

US 30-Year Yield Hits 5.6% as Bond Market Pressure...

The Modern Market Show ·

2026/09/30

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 Introduction01:43 Crypto Headlines and Web3 Roundup05:53 Manchester City and Football's Financial Rules14:32 Trump's AI Rebrand and the SI Token Trade22:26 OpenAI DevDay and the AI Super-App Race26:31 Cheaper AI Models and IPO Headwinds30:14 Are Trillion-Dollar AI Valuations Justified?36:11 [SPONSORED]

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00:30:55

Simple Farmer From StonkBrokers On Making Stocks Work...

The Modern Market Show ·

2026/09/29

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 Introduction02:53 StonkBrokers Tokens, NFTs and Product Suite06:41 Launchpads and Keeping Liquidity Onchain09:40 AI Security, Smart Contract Audits and Insurance14:37 Meme Stocks and Stock Token Yield17:33 Tokenization, KYC and Global Access20:02 Robinhood Chain and Financial Infrastructure23:02 Token Exposure and NFT Marketing

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00:39:10

AI Trades Face a Reality Check as Subscription Costs...

The Modern Market Show ·

2026/09/29

In this episode, we discuss the changing economics of AI subscriptions, AI stock valuations and the Zcash whale exit.00:00 Introduction01:01 Crypto Headlines and Web3 Roundup07:01 OpenAI Subscriptions and the Cost of AI10:58 AI IPOs, Meta and SpaceX14:45 The Risks Behind New Onchain Protocols19:04 Chasing Narratives Versus Sustainable Returns22:09 Zcash Whale Exit and Liquidity25:54 Taking Profits Without Chasing Round Numbers30:54 Ethereum Strength and Robinhood Expectations33:34 Meta Enterprise AI

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01:04:41

Crypto Liquidations Hit $380M as Bitcoin Tests Key...

The Modern Market Show ·

2026/09/28

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?0:30:29 Ethena’s Payments and Equity-Perps Thesis0:37:46 The Liquidation Sell-Off and Geopolitical

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01:08:24

Ondo Jumps 30% on BlackRock News as Treasury Yields...

The Modern Market Show ·

2026/09/27

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 Market Thoughts: Plasma, Meta and the AI Rally13:36 Climbing the Wall of Worry17:41 Fear and Greed: Stocks vs

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00:33:34

Dial In Zora’s Next Move: Dee Goens on Custom Pairs...

The Modern Market Show ·

2026/09/24

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 Solana Pivot, Layoffs and Rebuilding Zora16:31 A Smaller AI-Native Team and the CEO Transition19:46

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00:43:07

US Treasury Yields Hit 5.13% as Bitcoin Slides Back...

The Modern Market Show ·

2026/09/24

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 Debate19:09 [SPONSORED] Sway Partnership and Giveaway21:09 Treasury Yields Surge to 5.13%26:44 Rate-Hike

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00:58:09

Hyperliquid's Record Open Interest Puts $100 HYPE in...

The Modern Market Show ·

2026/09/23

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 Taking Profits and Accumulating Zcash25:04 [SPONSORED] Sway Partnership27:22 Uniswap Futures, Buybacks and

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00:45:41

Bitcoin Breaks $87K, Nasdaq Hits Record & Meta's AI Boom

The Modern Market Show ·

2026/09/22

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 positioning09:11 Why on-chain liquidity feels so thin18:18 Can this cycle produce billion-dollar tokens?24:19 Bitcoin

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00:27:07

Cambria's Next Chapter: Genesis, RSGP & Real Stakes...

The Modern Market Show ·

2026/09/22

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 Beyond crypto: mainstream gaming and Steam06:28 World of Warcraft and competing for player time08:40

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01:00:55

NEAR Soars 80%, Zcash Short Loses $35M & Bitcoin...

The Modern Market Show ·

2026/09/21

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, altcoins and oil06:36 Market thoughts and weekend positioning10:00 Swing trading and building a Zcash

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01:06:29

NEAR Rips, Zcash Nears $1,500 & Crypto Gets SEC Relief

The Modern Market Show ·

2026/09/18

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 Crypto price action: Zcash, HYPE and NEAR06:16 Market thoughts: managing a green market08:06 Missing the

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00:57:28

Fed Hikes Rates, But Crypto Rallies. What Happens Next?

The Modern Market Show ·

2026/09/17

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 thoughts: climbing the wall of worry16:12 Oil, consumers and corporate profits21:20 Warsh's rate hike and

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01:03:51

CLARITY Vote Fails as $526M in Crypto Longs Get...

The Modern Market Show ·

2026/09/16

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 Market thoughts and the Meta/SpaceX AI trade0:17:13 [SPONSORED] Sway Partnership0:18:24 Bitcoin's

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01:01:39

10-Year Yield Breaks 5%, CLARITY Hits a Wall & Trump...

The Modern Market Show ·

2026/09/15

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 and on-chain markets09:25 SpaceX, AI valuations and the FOMC shopping list15:08 Apple, Meta and the next

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00:57:30

AI Leaders Want a Slowdown, Oil Tops $100 & Clarity...

The Modern Market Show ·

2026/09/14

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 hikes and cutting AI risk15:42 AI slowdown: safety or regulatory capture?25:47 The debate over AI misuse

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01:00:08

U.S. Yields Surge Toward 5%

The Modern Market Show ·

2026/09/11

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 Action17:53 Treasury Yields Surge Toward 5%36:11 ETHFI Trade Idea43:13 Trade.xyz Enters Prediction

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01:05:49

Trump’s $5K Dividend?

The Modern Market Show ·

2026/09/10

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 rising yields56:01 Oil, Iran and the inflation setup58:59 Apple iPhone Duo deep diveThe content in this

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