The Modern Market Show

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 Market

01:35 Headlines and other news

04:58 Crypto, AI stocks and gold: price action

08:10 Market thoughts: oil, rate hikes and cutting AI risk

15:42 AI slowdown: safety or regulatory capture?

25:47 The debate over AI misuse and transparency

30:47 AI sovereignty and the open-source question

38:54 Argonauts: positioning and the NFT thesis

47:03 Clarity Act: ethics deal and crypto implications

50:49 Saudi pipeline, oil and the Fed outlook

56:18 Wrap-up and community update

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.

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 Intro

01:40 Today’s Headlines

02:54 Other Headlines

04:36 Market Price Action

17:53 Treasury Yields Surge Toward 5%

36:11 ETHFI Trade Idea

43:13 Trade.xyz Enters Prediction Markets

46:53 Argonauts Hit a 0.7 ETH Floor

56:32 Middle East Chokepoint Risk

57:34 Modern Market Telegram Update

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.

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 Intro

00:50 Today’s market headlines

03:03 Crypto news and price action

06:35 Portfolio focus: SK Hynix vs. memecoins

18:37 Trump’s $5K dividend proposal

37:40 Robinhood ecosystem positioning

50:28 PPI, inflation and the FOMC

51:54 Bessent’s buybacks and rising yields

56:01 Oil, Iran and the inflation setup

58:59 Apple iPhone Duo deep dive

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.

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 Intro

01:10 Today’s headlines: yen, $LAPTOP and oil

03:30 Market price action

05:39 Meme market fragmentation and capital rotation

16:42 When markets get too dumb: take profits

20:47 Risk management, stables and portfolio allocation

29:40 Pump trade breakdown and managing losses

40:48 Yen strength, BOJ policy and the carry trade

51:27 Hunter Biden’s $LAPTOP memecoin launch

55:24 Oil above $94 and China’s demand

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.

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 headlines

04:01 ZEC breaks $1K

04:59 Crypto price action

07:21 Why Zcash feels like old ETH

09:37 Changing your mind in a bull market

17:56 Robinhood vs. AMC tokenized stock drama

30:43 The rules for tokenized stocks

37:12 Dollar dominance & taking profits

48:09 Bitcoin breaks $81K on ETF inflows

51:26 Taking profits & weekend setups

55:02 Lighter, HOOD & buying pullbacks

1:02:44 Closing thoughts

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.