The Modern Market Show

Επεισόδια

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  Fed Hikes Rates, But Crypto Rallies. What Happens Next? 17.09.2026 57λ

  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 Trump's response26:21 Inflation, oil supply and the Fed's next move29:17 Zcash's store-of-value thesis33:18 Crypto cycles, positioning and Lighter41:39 Competition, token unlocks and ZCAT46:54 CFTC and SEC crypto-regulation plans48:54 Canada's proposed EU associationThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.This show is sponsored by Sway: https://sway.fun/ref/MM3000 (code MM3000).
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  CLARITY Vote Fails as $526M in Crypto Longs Get Liquidated 16.09.2026 1ώ 3λ

  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 range and rising global bond yields0:23:07 FOMC scenarios and managing risk0:28:21 Hyperliquid valuation and taking profits0:36:00 CLARITY vote fallout and the regulation debate0:42:37 BTC/ZEC trade ideas and cutting losses0:48:24 Kraken, Payward and Hyperliquid's US ambitions0:52:13 [SPONSORED] Sway Partnership0:54:12 Zuckerberg, Meta and the AI safety debateThe 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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  10-Year Yield Breaks 5%, CLARITY Hits a Wall & Trump Takes On AI Fears 15.09.2026 1ώ 1λ

  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 AI opportunity26:16 The 10-year yield breaks 5%30:10 FOMC uncertainty: positioning without overtrading40:06 CLARITY Act: what it means for crypto47:20 Trump, AI guardrails and the race with China53:54 Trade ideas: memory stocks before or after FOMC?1:00:03 Final thoughts, risk management and wrap-upThe 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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  AI Leaders Want a Slowdown, Oil Tops $100 & Clarity Act Momentum Builds 14.09.2026 57λ

  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 and transparency30:47 AI sovereignty and the open-source question38:54 Argonauts: positioning and the NFT thesis47:03 Clarity Act: ethics deal and crypto implications50:49 Saudi pipeline, oil and the Fed outlook56:18 Wrap-up and community updateThe 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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  U.S. Yields Surge Toward 5% 11.09.2026 1ώ

  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 Markets46:53 Argonauts Hit a 0.7 ETH Floor56:32 Middle East Chokepoint Risk57:34 Modern Market Telegram UpdateThe 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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  Trump’s $5K Dividend? 10.09.2026 1ώ 5λ

  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 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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  Oil Surges Past $94, Yen Rips Higher & Hunter Biden Launches a Memecoin 08.09.2026 1ώ

  Oil pushes above $94, the yen reaches its strongest level against the dollar since February, and Hunter Biden plans a $LAPTOP memecoin launch on Base. We break down what it means for risk, positioning, Japan, China’s gold buying and crypto flows.00:00 Intro01:10 Today’s headlines: yen, $LAPTOP and oil03:30 Market price action05:39 Meme market fragmentation and capital rotation16:42 When markets get too dumb: take profits20:47 Risk management, stables and portfolio allocation29:40 Pump trade breakdown and managing losses40:48 Yen strength, BOJ policy and the carry trade51:27 Hunter Biden’s $LAPTOP memecoin launch55:24 Oil above $94 and China’s demandThe 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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  ZEC Hits $1K | Robinhood vs. AMC + Bitcoin ETF Inflows 04.09.2026 1ώ 3λ

  Zcash breaks $1K for the first time in a decade as the team unpacks the Robinhood-AMC tokenized stock drama, Bitcoin's strongest ETF inflows since January and the setups they are watching into the weekend.00:00 Intro & Friday headlines04:01 ZEC breaks $1K04:59 Crypto price action07:21 Why Zcash feels like old ETH09:37 Changing your mind in a bull market17:56 Robinhood vs. AMC tokenized stock drama30:43 The rules for tokenized stocks37:12 Dollar dominance & taking profits48:09 Bitcoin breaks $81K on ETF inflows51:26 Taking profits & weekend setups55:02 Lighter, HOOD & buying pullbacks1:02:44 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.
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  Yen Surges 1.5% as BOJ Hike Bets Build 03.09.2026 1ώ

  The yen is moving fast as BOJ hike bets build, while Robinhood Chain assets keep running and bond markets react to fresh Iran-war headlines. The Modern Market team breaks down price action, PONS, HOOD and the macro setup.00:00 Intro & today’s headlines03:47 Price action: crypto, oil & stocks05:28 Apple, risk appetite & market setup13:23 AI coins and holding through volatility20:08 Taking profits, gold & allocations24:50 Do Robinhood listings still matter?32:11 Yen surge & BOJ hike bets40:02 Robinhood’s crypto flywheel and HOOD49:04 Trump, Iran & the bond market56:10 FOMC hike odds58:49 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.
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  The End Of Easy Money? 02.09.2026 1ώ 3λ

  Treasury yields are pushing toward 5%, AI debt is racing higher, and liquidity is getting tighter. We break down why risk is back, where the Robinhood tokenized-stock trade is going, and why taking profits can matter more than chasing the next move.00:00 Introduction00:46 Crypto Headlines and Web3 Roundup05:18 Treasury Yields, Iran Risk and the September Fed Meeting10:00 Gold, Rate Hikes and Polymarket Odds13:27 Market Cycles, Bear-Market Discipline and Telegram Wins18:20 Social Trading Apps and the Psychology of Taking Profits23:01 Always Be Selling and Moving Profits Into Stables26:18 Trading for Years of Freedom, Not Just Token Gains31:58 Memecoin Attention, Media Signals and Collector Markets36:16 Robinhood Beta, Kraken and Where the Liquidity Goes40:10 Why the Robinhood PvE Trade Gets Harder From Here44:25 The 10-Year Forward Rate and the End of Cheap Money49:01 AI Debt, Treasury Rates and the Race for Capital54:01 Risk Assets, Liquidity and the Mid-September Setup58:00 Perps vs Spot, AI Security and 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.
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  Robinhood Chain Nears $1B Daily DEX Volume 01.09.2026 1ώ 2λ

  In this episode, we discuss the return of on-chain trading, Robinhood Chain’s near-$1B daily DEX volume, and Nvidia’s $3.5B MediaTek investment.0:00:00 Introduction0:00:54 Crypto Headlines and Web3 Roundup0:09:58 On-Chain Trading Returns0:13:24 FOMO Trading Data and Retail Risk0:20:10 Memecoins as a Route into Tokenized Stocks0:24:14 NFT Relics and On-Chain Yield0:28:10 Taking Profit During an On-Chain Cycle0:34:08 Stablecoin Positioning and Risk Management0:39:11 Oil, Rates, and the Market Reaction0:46:14 Robinhood Chain Nears $1B Daily DEX Volume0:52:08 Finding the Next Tokenized Trading Ecosystem0:59:40 Nvidia’s $3.5B MediaTek InvestmentThe 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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  Inflation Down, S&P Through 7,800, Risk Reward Discussion 14.08.2026 1ώ 6λ

  No timestamps today, apologies.
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  AI Stocks Roar Back 13.08.2026 56λ

  In this episode, we discuss cooling US inflation, gold’s August surge, changing investor behavior and the extreme earnings volatility across SpaceX, Cerebras and Nebius.00:00 Introduction00:40 Crypto Headlines and Web3 Roundup06:05 Legendary's Market Overview10:20 Dell, Political Risk and Trump-Linked Trades16:03 Hyperliquid Positioning and the HYPE Trade23:44 CPI Falls to 3.4% and Markets Respond30:42 Robinhood Chain Activity and Risk Appetite36:57 Gen Z Moves From Stocks to Sports Betting44:55 Sports Betting, Compounding and Robinhood Energy49:57 SpaceX, Cerebras and Nebius Earnings Volatility56:11 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.
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  CPI Decides the Next Market Move for Stocks and Bitcoin 12.08.2026 59λ

  In this episode, we discuss the CPI setup for stocks and crypto, the surge in Robinhood Chain activity, and Grokbot’s launch as an AI teammate.00:00 Introduction00:48 Crypto Headlines and Web3 Roundup03:50 Bitcoin, Gold and Stock Market Price Action08:12 Legendary's Market Overview15:30 The Five Stages of an On-Chain Season20:06 Robinhood Chain Versus Previous Crypto Waves25:00 FOMO Brings Social Trading Back29:12 Can Robinhood Bring New Users On-Chain?32:35 Crypto Becomes Invisible to New Traders36:00 Trading, Gambling and Managing Risk40:31 CPI Expectations and the Market Reaction45:01 Stock Opportunities Versus On-Chain Trading47:30 Trump Considers Capital Gains Tax Cuts52:30 Grokbot Launches as an AI Teammate55:35 Teaching AI Agents to Use Your ComputerThe 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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  Unitree IPO Is 8,000x Oversubscribed as AI Demand Surges 11.08.2026 59λ
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  Pump.fun Flips Hyperliquid as FOMO Revenue Surges Higher 10.08.2026 1ώ

  In this episode, we discuss Pump.fun overtaking Hyperliquid revenue, FOMO’s surging fees and the S&P 500 closing at record highs as weak employment data lowers expectations for a September rate hike.0:00:00 Introduction0:02:59 Crypto Headlines and Web3 Roundup0:10:14 Metals, Solana and L1 Value Capture0:16:28 Gold Starts to Turn Higher0:19:56 Will Warsh Actually Hike Rates?0:24:02 Weak Jobs Data and the September Rate Decision0:29:07 S&P 500 Closes at Record High0:32:39 Single-Stock Volatility Creates Opportunities0:37:16 Pump.fun Flips Hyperliquid as FOMO Fees Surge0:42:44 The Risks Behind Public Trading Wallets0:49:13 Pump.fun and FWA Trade Ideas0:55:23 FWA Buybacks and Organic Usage0:59:30 Telegram Community and 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.
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  Kevin Warsh Puts September Rate Hikes Back on the Table 07.08.2026 58λ

  In this episode, we discuss Kevin Warsh’s conditional willingness to raise rates in September, the 46% jump in US data-center construction spending, and Tether’s purchase of 14 tonnes of gold in Q2.00:00 Introduction00:43 Crypto Headlines and Web3 Roundup06:45 Legendary's Market Overview10:33 SpaceX, TerraFab and the $1 Trillion Debate16:52 Kimi K3 and AI Sandbox-Escape Marketing20:31 Lighter Positioning and Token Value Accrual27:33 Mancers and the Robinhood Chain Opportunity32:02 Why Mancers’ DCA Mechanics Matter36:03 Kevin Warsh Opens the Door to a September Rate Hike42:22 US Data Center Construction Spending Jumps 46%48:51 Tether Adds 14 Tonnes of Gold in Q254:38 BCheque’s Gold Trade and Positioning58:03 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.
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  Gold Surges Past $4,300 as Markets Price Fewer Rate Hikes 06.08.2026 1ώ

  In this episode, we discuss gold surging past $4,300, shifting rate-hike expectations, and Google’s AI leadership reshuffle alongside the growing debate over rogue AI agents.0:00:00 Introduction0:00:40 Crypto Headlines and Web3 Roundup0:05:54 Market Rotation Beyond Tech0:09:15 Trading Extreme Memory-Stock Volatility0:13:04 Grid Bots as a Volatility Strategy0:19:39 Gold Surges Past $4,3000:25:11 How Much Gold Belongs in a Portfolio0:30:34 Trade Ideas in HYPE, LIGHTER and PUMP0:34:48 Zcash Downside, Upside and Belief0:40:54 Privacy Narrative Versus Real-World Usage0:45:57 Zcash Backers and Privacy Limits0:49:10 Google’s AI Leadership Reshuffle0:52:59 Rogue Agents and Frontier-Model Marketing0:56:44 Google Launches Anot
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  S&P 500 Smashes 7,700 as Stock Markets Keep Pumping Higher 05.08.2026 59λ

  In this episode, we discuss SpaceX’s 92% revenue growth and $1 trillion ambition, Ethereum’s controversial staking-reward proposal, and the S&P 500 pushing above 7,700.00:00 Introduction00:50 Crypto Headlines and Web3 Roundup05:00 PUMP Unlocks and Liquidations10:27 What Gives a Crypto Token Value?15:00 PUMP, HYPE and Revenue-Generating Tokens19:00 Tokenworks Introduces Token Buybacks23:18 Saudi Arabia’s $55B Electronic Arts Acquisition29:47 Legendary's Market Overview39:27 Ethereum’s Staking and Issuance Debate46:11 SpaceX Earnings and Its $1 Trillion Ambition52:35 SpaceX’s Valuation, AI Strategy and Trade Setup57:55 SK Hynix and Micron Trade IdeasThe 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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  S&P Breaks 7,600 as Trump Demands Lower Oil Prices 04.08.2026 1ώ 2λ

  In this episode, we discuss the S&P 500 moving above 7,600, President Trump demanding lower consumer oil prices, and the controversy sending Fake World Assets sharply lower.0:00:00 Introduction0:01:41 Crypto Headlines and Web3 Roundup0:05:49 Legendary's Market Overview0:10:31 Bitcoin’s Moat and the Coldcard Hack0:16:08 Could Crypto Decouple from Bitcoin?0:20:41 Entropy and Hardware-Wallet Security0:25:02 Robinhood Chain and the FOMO App0:30:42 Why Friction Protects Speculative Assets0:34:19 S&P 500 Breaks 7,6000:38:38 Microsoft and Alphabet Profit-Taking0:42:53 Trump Orders Oil Companies to Cut Prices0:48:04 Fake World Assets Falls 33%0:52:25 The FWA Buyback Controversy0:57:06 Is FWA a Product or an Experiment?1:01:39 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.