The Modern Market Show

In this episode, we discuss CoreWeave's earnings rebound and the economics of AI infrastructure, Anthropic's IPO valuation, and crypto sentiment as borrowing costs rise.⁠00:00 Introduction⁠01:25 Crypto Headlines and Web3 Roundup⁠08:27 China Inflation and Healthcare Stocks⁠11:42 AI Agents and an Unmapped Maya Site⁠15:33 [SPONSORED] Sway Partnership⁠17:13 Bitcoin, Zcash and Crypto Sentiment⁠22:00 Crypto Regulation After the Midterms⁠27:16 CoreWeave Earnings and AI Infrastructure Economics⁠31:41 Anthropic's IPO Valuation⁠35:51 Trading AI IPOs vs Long-Term Holdings⁠41:11 Hot CPI and the Cost of Borrowing⁠47:07 [SPONSORED] Sway Giveaway⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket⁠

In this episode, we discuss the risk of further Fed rate hikes ahead of CPI, Bitcoin’s search for a catalyst, and the challenges of trading oil headlines.⁠00:00 Introduction⁠04:04 Crypto Headlines and Web3 Roundup⁠07:55 Ethereum Foundation Allegations and ETH⁠14:34 Zcash Ranges and Grid Trading⁠18:36 Bitcoin and the Search for a Catalyst⁠24:00 Who Is the Next Buyer?⁠31:29 [SPONSORED] Sway Giveaway⁠34:00 Stocks Recover While Bitcoin Lags⁠38:44 Waller, CPI and the Risk of Another Rate Hike⁠43:20 Managing Risk and Moving Back to Cash⁠47:09 Oil and the Difficulty of Trading Iran Headlines⁠53:15 Inner Circle Call and Community Memberships⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket

Zack Brenner, Director of Product Marketing at OpenSea, explains how OpenSea is turning from the NFT marketplace into one home for tokens, NFTs, perps and trading card games.⁠We discuss why social trading is split across too many apps and how OpenSea Mobile lets you follow every trader, no matter where they trade.⁠Plus the road from Floor to Rally to OpenSea, onboarding the first 500 mobile users one on one, fees and what comes next.⁠00:00 [SPONSORED] Interview with Zack Brenner from OpenSea⁠02:11 From the Floor App to Rally to Joining OpenSea⁠05:45 Building OpenSea Mobile With Its First 500 Users⁠08:32 Why OpenSea Expanded Beyond NFTs and EVM Chains⁠14:20 OpenSea's Bet on Social Trading Against Pump and FOMO⁠16:51 Following Every Trader No Matter Where They Trade⁠19:49 One App for Every Kind of Trader and How the Fees Compare⁠23:13 Early Feedback Since the OpenSea Mobile Launch⁠27:01 OpenSea's Next Bet on TCGs⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket

In this episode, we discuss Nvidia falling 5% after Jensen Huang admitted an affair, Bitcoin sliding to $74K while the market keeps saying it's not that bad, and why the data center fight after the midterms could keep crypto in the back seat.⁠00:00 Introduction⁠03:25 Anti-Data Center Consensus and Selling the Riskiest Crypto Bets⁠07:03 [SPONSORED] OpenSea Trading Competition⁠09:34 Crypto Headlines and Web3 Roundup⁠16:01 Why Jensen Huang's Affair Hits the Nvidia Stock⁠18:54 Why Both Parties May Let the AI Trade Go Badly Before 2028⁠21:51 Bitcoin Slides to $74K While Everyone Says It's Not That Bad⁠27:07 Gold Above $4,100 and Why the AI Trade Decides What Comes Next⁠32:05 Why Crypto Takes a Back Seat to the Data Center Fight⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket

In this episode, we discuss Bitcoin reclaiming $80K as the Dow jumps 3% after the midterms, memory stocks like SK Hynix sinking 10% on fears of delayed data centers, and oil dropping below $90 as JD Vance blames the Iran war for the Republican defeat.⁠00:00 Introduction⁠02:03 Crypto Headlines and Web3 Roundup⁠09:34 Why HYPE Lags and What the Midterms Mean for Anthropic⁠15:09 Apple Up Almost 29% This Year While Nvidia Lags⁠18:06 Bitcoin Back Above $80K After the Midterm Dip⁠21:13 Buying Crypto in Fear with the Fear and Greed Index⁠24:58 Why Fear and Greed Works Differently for Stocks⁠28:19 Memory Stocks Sink 10% on Data Center Fears, Is SK Hynix a Buy?⁠33:53 Local Compute vs a Memory Rebound and Crypto Rotation⁠38:25 [SPONSORED] OpenSea Trading Competition⁠40:07 Oil Drops Below $90 as Vance Blames the Iran War⁠43:37 Polymarket Odds on the Iran Ceasefire⁠46:38 Bracing for a Black Swan While Picking Your Spots⁠50:04 Zcash Holds Its Trend Line as a Whale Buys Back In⁠52:56 Rebuying Winners in Fear and Why the Cycle Isn't Over⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket

In this episode, we discuss the Democrats sweeping the House and Senate as stocks erase the election night drop, why the AI trade and oil matter more than who is in charge, and Bitcoin bouncing to $78.4K as Zcash's rally looks like a fake bounce.⁠00:00 Introduction⁠03:02 Why AI and Oil Matter More Than the Dem Sweep⁠07:15 No Clarity Act Either Way and Staying Bullish on Gold⁠10:37 Crypto Headlines and Web3 Roundup⁠15:29 Why Zcash's Midterm Bounce Looks Fake⁠18:28 Chat Banter: Boxing Bets and Bear Market Fitness⁠21:22 Oil Slips Again as Gold and Silver Rally⁠24:09 Can Altcoins Break Free from Bitcoin Like Hyperliquid?⁠27:31 Doubts on Mega and Averaging Down on Google⁠31:06 Why Democrats Swept: Corruption, Costs and Trump's Approval⁠37:23 Can the US Still Build Data Centers Amid Gridlock?⁠42:26 Bitcoin Bounces to $78.4K and Is Less Grifting Bullish?⁠47:29 Why Google May Beat Crypto Before the Anthropic IPO⁠52:08 [SPONSORED] Sway Trading Competition Winners⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket

Michael Grob, Chief Growth Officer at Meanwhile, explains how Bitcoin life insurance works, from BTC premiums to payouts for your heirs.⁠We discuss policy loans of up to 90% of surrender value at 3% in BTC with no margin calls, and who is buying these policies.⁠Plus lost keys and custody risk for families, and Meanwhile's plans for a stablecoin product.⁠00:00 Interview with Michael Grob from Meanwhile⁠03:13 What Bitcoin Life Insurance Is and How It Earns Yield⁠05:38 How Policies Pay Out to Your Heirs⁠09:18 Who Buys It and Why Bull Markets Bring More Demand⁠13:29 Policy Loans at 3% With No Margin Call Risk⁠16:30 Never Repaying the Loan and the US Tax Angle⁠21:14 Lost Keys, Family Disputes and Custody Risk⁠23:36 Plans for a Stablecoin Policy and the Biggest Obstacles⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket

In this episode, we discuss Palantir and Apple beating earnings while tech keeps selling off, the US strikes on Iran and rising oil, and Zcash whale LGW buying back his entire stack.⁠00:00 Introduction⁠01:03 Crypto Headlines and Web3 Roundup⁠04:40 Why the Sell-Off Is a Correction, Not an AI Bubble⁠08:52 Oracle's $20B Raise and a Market That Assumes It's OK⁠13:07 Too Big to Fail and What a Red Nasdaq Would Mean⁠17:48 [SPONSORED] Sway and OpenSea Trading Competitions⁠20:07 Palantir and Apple Beat Earnings but Tech Still Sells Off⁠25:31 US Strikes on Iran, Rising Oil and Getting Defensive⁠32:13 Zcash Whale LGW Buys Back His Entire Stack⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket

In this episode, we discuss Binance reopening withdrawals after the record $6.3 billion hack, Tucker Carlson's warning of a potential strike on Iran, and why HYPE could be the best asset in a weak crypto market.⁠0:00:00 Introduction⁠0:04:06 Getting Defensive and Cutting Perp Losses Fast⁠0:09:19 Crypto Headlines and Web3 Roundup⁠0:14:25 Google Long Regrets and Unrest Across Europe⁠0:18:25 Poland's Constitutional Crisis Explained⁠0:22:28 Is Crypto Over as Even Gold Gets Sold⁠0:27:16 The Zcash Bear Case and Why HYPE Wins Either Way⁠0:32:45 Selling Discipline, Shorting HYPE and Holding Gold⁠0:36:55 Why Bitcoin Holders Are Too Complacent⁠0:41:32 Buy the Best Asset at the Best Price⁠0:45:14 Binance Fallout and the Anthropic Pre-Market Trade⁠0:49:37 Tucker Carlson's Iran Strike Warning and Israel's Deadlock⁠0:52:41 Midterms, a More Volatile World and Oil as a Hedge⁠0:57:22 [SPONSORED] OpenSea Trading Competition⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket

In this episode, we discuss the record $6.3 billion Binance hack, Intel and Amazon sinking after earnings, and HYPE’s strength as Bitcoin slips to $77K.⁠0:00:00 Introduction⁠0:04:27 Crypto Headlines and Web3 Roundup⁠0:09:23 Buying the Google Dip Back at April Levels⁠0:15:17 Bitcoin Slips to $77K as HYPE Holds and Intel Sinks⁠0:21:05 Would a Trump Family Link Hurt Hyperliquid⁠0:26:35 Binance Suffers the Biggest Hack in Crypto History⁠0:30:24 Elon and CZ Clash as Bulls Call to Buy the Dip⁠0:34:37 Can Binance Cover the Losses⁠0:40:48 Why HYPE Might Be the Best Asset in the World⁠0:43:41 Aave's Hacker Loan and Why You Should Keep Taking Profits⁠0:49:29 Intel and Amazon Sink After Earnings⁠0:53:21 Hold What You Like as the Market Plays on Hard Mode⁠0:58:16 Midterm Bounce Hopes and the Anthropic IPO⁠The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.⁠4 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/MM3000⁠4. Trade tokens with us on OpenSea: Our token 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 referral code PM9W49: https://opensea.io/r/modernmarket