The Modern Market Show

Епізоди

• 
  The Next Crypto Trade? AI Agents Need Privacy 01.10.2026 1год 1хв

  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
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  US 30-Year Yield Hits 5.6% as Bond Market Pressure Builds 30.09.2026 58хв

  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
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  Simple Farmer From StonkBrokers On Making Stocks Work Onchain 29.09.2026 30хв

  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
• 
  AI Trades Face a Reality Check as Subscription Costs Shift 29.09.2026 39хв

  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
• 
  Crypto Liquidations Hit $380M as Bitcoin Tests Key Support 28.09.2026 1год 4хв

  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 Risk0:41:00 Inside the Crypto Portfolio0:44:03 Tokenization, AI and Crypto’s Next Chapter0:48:01 Concentrating Conviction and Reducing Leverage0:51:22 Reviewing Trades and Taking Profits0:55:17 Lighter and the Robinhood Summit0:59:00 Vitalik’s Ethereum Vision and Tread’s RallyThe 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
• 
  Ondo Jumps 30% on BlackRock News as Treasury Yields Hit 5.20% 27.09.2026 1год 8хв

  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 Crypto25:23 Small-Cap Bets, Portfolio Risk and Taking Profits30:20 Surviving Cycles Instead of Chasing Overnight Gains33:15 xStocks, Ink and Quotrons38:04 A Live Quotrons OTC Deal42:03 Treasury Yields Hit 5.20% as Market Breadth Weakens48:11 Trade Ideas: Evan's Six Calls for This Cycle50:55 Strategy's Rebound and Core Crypto Positions55:40 Bitcoin Levels and Long-Term DCA56:50 Ondo's BlackRock-Powered Onchain Portfolios1:01:24 Trump, Xi and the Tech Dinner1:04:10 AI Tools and Anthropic1:05:38 Community Updates 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.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
• 
  Dial In Zora’s Next Move: Dee Goens on Custom Pairs and the Rebuild 24.09.2026 33хв

  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 Custom Pairs and Cross-Chain Trading Demo23:18 Pump.fun, Competition and the Launchpad Market25:43 Why Taste and Curation Are the Moat29:35 Growth, Creator Rewards and What Comes NextThe 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
• 
  US Treasury Yields Hit 5.13% as Bitcoin Slides Back to $83K 24.09.2026 43хв

  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 Expectations and Holding Core Positions31:29 Bitcoin’s Open Interest Flush and Trade Setups37:01 Variational TGE, Airdrop and ValuationThe 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
• 
  Hyperliquid's Record Open Interest Puts $100 HYPE in Focus 23.09.2026 58хв

  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 the Altcoin Rally31:08 NEAR Re-entry and the Psychology of Missed Gains35:23 Zcash, NEAR and Revenue-Based Valuations38:26 Lighter Unlocks and the Hyperliquid Comparison42:10 BlackRock, AI Agents and the Crypto Payments Debate48:58 [SPONSORED] Sway Trading Rewards51:17 Hyperliquid Record Open Interest and Exchange Growth55:42 The $100 HYPE Question and Final 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.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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  Bitcoin Breaks $87K, Nasdaq Hits Record & Meta's AI Boom 22.09.2026 45хв

  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 ETF inflows and the stock-market rally26:21 Portfolio positioning: SOL, Bitcoin and Zcash33:22 Rahim explains Stonk.Fun40:07 Meta's AI growth and the stock-price 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.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
• 
  Cambria's Next Chapter: Genesis, RSGP & Real Stakes Gaming with Ben 22.09.2026 27хв

  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 Designing a permanent game economy11:56 Asset inflation and simplifying the roadmap14:18 Dungeons, Islands and Gold Rush16:36 RSGP token launch and utility18:27 A token for gamers and investors20:53 Loot drop and eligibility22:51 Charters and participating without playing24:43 What success looks like for Genesis26:31 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.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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  NEAR Soars 80%, Zcash Short Loses $35M & Bitcoin Breaks $84K 21.09.2026 1год

  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 position16:06 Position sizing when you feel late19:55 ETHFI, ENA and the DeFi catch-up trade24:48 Holding winners versus constant rotation27:19 Argonauts and NFT exit plans31:31 Zama, privacy trades and risk-reward34:27 Could AI agents drive the next trading meta?38:39 Why perpetuals feel more stressful than spot43:58 The edge is in execution45:38 Bitcoin breakout: can $82K become support?49:11 War headlines, oil and the wall of worry56:03 Midterms, allocation and managing uncertainty1:00:02 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.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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  NEAR Rips, Zcash Nears $1,500 & Crypto Gets SEC Relief 18.09.2026 1год 6хв

  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 Zcash rally and stop-loss lessons12:05 ETH options, Derive and asymmetric trades23:00 Riding the wave without overtrading28:35 The case for doing less in a bull market31:38 FOMO, position sizing and buying after a rally36:18 Trading styles and moving profits into core holdings42:47 NEAR's rally, Intents and confidential perps50:33 Token revenue versus token value53:52 Zcash, Zama and conviction versus rotation57:34 Sway leaderboard and partnership1:00:21 SEC/CFTC exemptions and the CLARITY debate1:05:24 Wrap-up and weekend plansThe 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
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  Fed Hikes Rates, But Crypto Rallies. What Happens Next? 17.09.2026 57хв

  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 1год 3хв

  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 1год 1хв

  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 57хв

  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 1год

  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 1год 5хв

  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 1год

  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.