The Modern Market Show
Episodes
Trump's World Liberty Fi Launch Day
01 Sep 2025
Contributed by Lukas
In this episode, we discuss portfolio reconstruction, the huge whale BTC seller on Hyperliquid, Trump's WLFI launch, and Trump's illegal tariffs. (0:0...
Crypto nervous before inflation news, S&P and Gold ATHs
29 Aug 2025
Contributed by Lukas
In this episode, we discuss potential of DATs running out of steam, Hyperliquid's success vs decentralisation priority, Plasma's insane price action o...
NVIDIA beats earnings, Solana moves above $210
28 Aug 2025
Contributed by Lukas
In this episode, we discuss NVIDIA beating earnings, the potential for conflict resolution with China and Russia and its effect on the market, the pot...
HYPE hits ATH at $51
27 Aug 2025
Contributed by Lukas
In this episode, we discuss the HYPE ATH at $50, the potential and challenges of HyperEVM, Plasma XPL token to $16B on premarkets, and the US governme...
BTC $110K, what next?
26 Aug 2025
Contributed by Lukas
In this episode, we discuss why crypto has sold off, the direction of the US administration when firing Fed board members and taking shares in Intel, ...
Jackson Hole Final Thoughts & Plasma XPL token at $4.5B on Premarket
22 Aug 2025
Contributed by Lukas
In this episode, we discuss the final thoughts on Jackson Hole, the problem with DATs, and the huge Plasma XPL token going live above $4B FDV after th...
Crypto steady before Jackson Hole & some fresh opportunities
21 Aug 2025
Contributed by Lukas
In this episode, we discuss the next quarter's outlook, some unique investment and content opportunities, thoughts on Jackson Hole, the huge Plasma x ...
BTC dips to $112k - dip to buy?
20 Aug 2025
Contributed by Lukas
In this episode, we discussed BTC vs ETH, how crypto might move around Powell Jackon Hole speech on Friday, and the first ever state creating a stable...
Chamath launches new SPAC, American Exceptionalism - top signal?
19 Aug 2025
Contributed by Lukas
In this episode, we discussed Jackson Hole and chance of more rate cuts, Chamath's new SPAC and if it is a top signal, and Strategy's new financial ar...
Crypto markets correct down - what next?
18 Aug 2025
Contributed by Lukas
In this episode, we discussed the crypto dip and what we think happens next, founders exiting in 6 months for 7 figures, and L1s becoming ETH L2s. (0:...
Bad Inflation Data Liquidates Crypto While Hyperliquid Prints Fees
15 Aug 2025
Contributed by Lukas
In this episode, we discuss why AI doomerism, why bad inflation data sent markets lower, Bessent on BTC and Hyperliquid printing money whilst everythi...
BTC ATH at $124K then pullback - what next?
14 Aug 2025
Contributed by Lukas
In this episode, we discuss why HNW individuals are getting into crypto now, timeframes for a top in the market, and the Bullish IPO. (0:00) Intro(01:...
ETH $4.7K, ATH Soon?
13 Aug 2025
Contributed by Lukas
In this episode, we discuss ETH's insane run up, ETH DeFi potential, ETH beta plays and how to manage your time online in periods of mania. (0:00) Int...
ETH ETFs see $1.2B in daily inflows
12 Aug 2025
Contributed by Lukas
In this episode, we discuss how treasury companies have been moving further down the risk curve, the dominance of Aave and why interest rates in crypt...
BTC is back at $120k
11 Aug 2025
Contributed by Lukas
In this episode, we discuss majors and alts moving over the last week and where this bull market might be headed.(0:00) Intro(1:14) Legendary is happy...
Vitalik supports ETH treasury companies
08 Aug 2025
Contributed by Lukas
In this episode, we discuss Vitalik weighing in on treasury companies and the importance of crypto in 401k investments.(0:00) Intro(1:20) Phunky repor...
Will ETH flip BTC?
07 Aug 2025
Contributed by Lukas
In this episode, we discuss the importance of the next six months and whether ETH will flip BTC or not.(0:00) Intro(1:34) Legendary is buying NFTs aga...
Is Hyperliquid making 35% of blockchain revenue?
06 Aug 2025
Contributed by Lukas
In this episode, we discuss Trump's tariff strategy and Hyperliquid's revenues.(0:00) Intro(1:14) Bread's tattoo update(05:50) General price action(06...
Tom Lee's Bitmine owns over $3B worth of ETH
05 Aug 2025
Contributed by Lukas
In this episode, we discuss Hyperliquid, where we are headed over the next 6 months and Bitmine's massive ETH holdings.(0:00) Intro(1:30) Legendary to...
XRP outperforms majors as market recovers
04 Aug 2025
Contributed by Lukas
In this episode, we discuss the state of the crypto and stock market and dive into the bear case for treasury companies.(0:00) Intro(1:36) Wearable gl...
Crypto Market Pulls Back
01 Aug 2025
Contributed by Lukas
In this episode, we discuss the crypto and stock market, hyperbitcoinization and Strategy's earnings call.(0:00) Intro(1:31) Phunky isn't worried abou...
White House published digital asset report
31 Jul 2025
Contributed by Lukas
In this episode, we discuss the state of the market, yesterday's FOMC meeting and the White House digital asset report.(0:00) Intro(1:23) The Modern M...
SEC approves in-kind redemption
31 Jul 2025
Contributed by Lukas
In this episode, we discuss the rise of gambling, NFT archeologists and talk extensively about treasury companies.(0:00) Intro(1:32) Are we happy with...
Everyone is becoming a gambler
29 Jul 2025
Contributed by Lukas
In this episode, we discuss the rise of gambling, NFT archeologists and talk extensively about treasury companies.(0:00) Intro(1:32) Trying Kaito'...
Are NFTs really back and why is ETH running?
28 Jul 2025
Contributed by Lukas
In this episode, we discuss CEXs, the NFT market and why ETH is up to $3,900.(0:00) Intro(1:32) The million-dollar Rekt Guy trade(06:12) NFT and Crypt...
BTC drops to $114k before recovery to $116k
25 Jul 2025
Contributed by Lukas
In this episode, we discuss the general state of the market and how to trade ETH treasury companies.(0:00) Intro(1:40) Bread on running the MegaMafia(...
Market pulls back across the board
24 Jul 2025
Contributed by Lukas
In this episode, we discuss hero trades in crypto and how banks are positioning themselves to enter our space.(0:00) Intro(1:35) Legendary's busi...
SBET increases ETH holdings to $1.3B
23 Jul 2025
Contributed by Lukas
In this episode, we discuss stablecoins, banking partnerships and get into our dial in with Mikado from Fantasy Top.(0:00) Intro(1:40) BCheque' ho...
Bitcoin dominance is sliding down
22 Jul 2025
Contributed by Lukas
In this episode, we discuss treasury companies extensively and how they have been shaping this cycle.(0:00) Intro(1:22) Spending time with MegaETH(09:...
Solana is outperforming other majors
21 Jul 2025
Contributed by Lukas
In this episode, we discuss we are discussing our thesis for ETH, how we position ourselves and whether the altcoin season is happening on the stock m...
Crypto market cap above $4T for the first time
18 Jul 2025
Contributed by Lukas
In this episode, we discuss our thesis for ETH, how we position ourselves, and whether the altcoin season is happening on the stock market.(0:00) Intr...
ETH is up another 9% to $3.4K
17 Jul 2025
Contributed by Lukas
In this episode, we discuss where the interest for ETH is coming from and take a deep look at the SBET stock.(0:00) Intro(1:38) It's a good day to...
ETH outperforms other majors
16 Jul 2025
Contributed by Lukas
In this episode, we share our thoughts on ETH and ETH treasury companies, where we are in this cycle and Pump token buybacks.(0:00) Intro(1:40) The ma...
BTC is down 5% after huge run
15 Jul 2025
Contributed by Lukas
In this episode, we share our thoughts on ETH, discuss the worst case for treasury companies and reflect on how an alt season could like this cycle.(0...
BTC hits new ATH above $122k
14 Jul 2025
Contributed by Lukas
In this episode, we provide a general market overview, discuss treasury companies including Sharplink and reflect on our portfolios(0:00) Intro(1:40) ...
BTC at $118k and ETH at $3k
11 Jul 2025
Contributed by Lukas
In this episode, we provide a general market overview, discuss crypto-adjacent stocks and analyze the Pump Fun token launch.(0:00) Intro(1:35) Refusin...
BTC hits new ATH at $112k
10 Jul 2025
Contributed by Lukas
In this episode, we provide a general market overview, discuss angel investing in web3 and analyze the Pump Fun token launch.(0:00) Intro(1:26) It'...
Phantom announces Hyperliquid powered perps
09 Jul 2025
Contributed by Lukas
In this episode, we talk about the narrative for ETH, Phantom announcing Hyperliquid powered perps and the battle for building the everything app onch...
Pump Fun raise details leaked
08 Jul 2025
Contributed by Lukas
In this episode, we talk about the stock market, BTC treasury companies and the Pump Fun raise details.(0:00) Intro(1:22) Morning routines and red lig...
Elon creates America Party
07 Jul 2025
Contributed by Lukas
In this episode, we talk about our thoughts on the market, Elon's America Party and whether memecoins are coming back or not.(0:00) Intro(2:00) Mi...
Crypto IPOs are trending
03 Jul 2025
Contributed by Lukas
In this episode, we talk about online gambling and share our thoughts on the Circle stock and other crypto-related IPOs.(0:00) Intro(1:25) Why is ther...
Market bounces after ceasefire in the Middle East
03 Jul 2025
Contributed by Lukas
In this episode, we talk about the Veda and GTE raise and provide an update on the ceasefire in the Middle East and how it impacted the market.(0:00) ...
Blackrock prints on BTC ETF revenue
03 Jul 2025
Contributed by Lukas
In this episode, we talk about Hyperliquid, on-chain stocks, and the endgame in crypto(0:00) Intro(02:21) Too many similarities?(04:55) Hype over $40 ...
Big Beautiful Bill passes US Senate
02 Jul 2025
Contributed by Lukas
In this episode, we talk about how on-chain stocks are changing, touch on the Big Beautiful Bill and get into our dial in with Enzo from GTE.(0:00) In...
Robinhood Launches Private Stocks: Good Or Bad For Crypto?
01 Jul 2025
Contributed by Lukas
In this episode, we talk about how we think about Trump and his demand for 1% interest rates, the DXY getting weaker, Robinhood's big crypto move,...
Bullish day for memecoins
30 Jun 2025
Contributed by Lukas
In this episode, we talk about how we think about the US dollar, our positions in the market, and whether the alt season will happen on the stock mark...
Coinbase hits new all-time high
27 Jun 2025
Contributed by Lukas
In this episode, we talk about security best practices, FX trades, and Coinbase launching a perps product in July(0:00) Intro(1:44) Attacking the stab...
Buy SpaceX shares on Solana?
26 Jun 2025
Contributed by Lukas
In this episode, we talk about SpaceX being brought to Solana and get into our dial in with Ross from Felix Protocol.(0:00) Intro(1:32) Another Legend...
Circle retraces to $220
25 Jun 2025
Contributed by Lukas
In this episode, we talk about the general state of the market, our thoughts on rates and opportunities in the stock market, and provide an update on ...
BTC bounces back to $101k after US strike on Iran
23 Jun 2025
Contributed by Lukas
In this episode, we talk about the IPO meta, the Circle stock running up to $260, and how to value the company.(0:00) Intro(1:28) Don't spend time...
BTC shows resilience amidst geopolitical uncertainty
18 Jun 2025
Contributed by Lukas
In this episode, we talk about US treasuries, the Genius Act and a series of news from around the web3 space that caught our attention.(0:00) Intro(1:...
TRON plans IPO via reverse merger
17 Jun 2025
Contributed by Lukas
In this episode, we talk about the nature of this cycle, how we position ourselves, and discuss the conflict in the Middle East.(0:00) Intro(1:30) Sta...
$HYPE is up 10% on the day to $44
16 Jun 2025
Contributed by Lukas
In this episode, we talk about the price action around Hyperliquid and the conflict in the Middle East.(0:00) Intro(1:28) Legendary got into golf(5:53...
Coinbase partners with Shopify to enable USDC payments
13 Jun 2025
Contributed by Lukas
In this episode, we talk about the market's reaction to Israel striking Iran and discuss Coinbase's strategic positioning extensively.(0:00) I...
Stripe acquires Privy
12 Jun 2025
Contributed by Lukas
In this episode, we talk about Plasma extending their deposit cap, Stripe acquiring Privy and we interview Spencer, the founder of Orange Cap Games.(0...
HYPE above $42 & Solana ETFs incoming
11 Jun 2025
Contributed by Lukas
In this episode, we talk about Hyperliquid staying above $42, Solana potentially gettings its ETFs very soon, and we interview Kain Warwick, the found...
Hyperliquid hits $40 amidst SEC supporting DeFi
10 Jun 2025
Contributed by Lukas
In this episode, we talk about being an investor in Web3, provide an extensive update on financial markets, explore the SEC statement backing DeFi, an...
Plasma deposits opened today
09 Jun 2025
Contributed by Lukas
In this episode, we talk about the flywheel for Hyperliquid, provide an update on the situation in the US, and discuss the Plasma deposits.(0:00) Intr...
Elon and Trump fight over spending bills publicly
06 Jun 2025
Contributed by Lukas
In this episode, we talk about Elon and Trump fighting publicly, recap the successful Circle IPO and touch on a new stablecoin blockchain called Stabl...
Memes sell off after Pump Fun raise news
05 Jun 2025
Contributed by Lukas
In this episode, we revisit the Pump Fun raise, talk about opportunities on Hyperliquid and dive into the Circle IPO.(0:00) Intro(1:23) Summer is here...
Pump Fun to raise $1B at $4B valuation
04 Jun 2025
Contributed by Lukas
In this episode, we talk about the Pump Fun raise extensively, and touch on the successful Claynosaurz mint on Sui.(0:00) Intro(1:41) Bread's new ...
Strategy to issue more shares to buy BTC
03 Jun 2025
Contributed by Lukas
In this episode, we talk about whether companies should even buy BTC, discuss Strategy's latest offering, and dive into the bullish price action o...
BTC is down to $104k
02 Jun 2025
Contributed by Lukas
In this episode, we do talk about our thoughts on opportunities in the market, the increasing tensions between US and China and we look into why DEX v...
Loud presale details revealed
30 May 2025
Contributed by Lukas
In this episode, we do talk about different strategies for staking Kaito, the Loud presale details and discuss the liquidation of Hyperliquid whale Ja...
ETH outperforms and pushes past $2.7k
29 May 2025
Contributed by Lukas
In this episode, we do an extensive market review, talk about a US court ruling against Trump's tariffs and get into our dial in with Mando.01:48 ...
Trump Media plans $2.5B BTC treasury
28 May 2025
Contributed by Lukas
In this episode, we talk about the Trump Media's plan to establish a $2.5B BTC treasury, Circle's IPO, and we get into our dial in with Ultra ...
Trump Media denies crypto raise rumors
27 May 2025
Contributed by Lukas
In this episode, we talk about the state of the market, leverage trading, and Trump Media, and get into our dial in with Wardaddy from Kineetiq.01:28 ...
HYPE All Time High At $37 - Why The Thesis Is Playing Out
23 May 2025
Contributed by Lukas
In this episode, we talk about HYPE hitting an ATH of $37. We focus on the further upside, the bear case, the comparisons with Solana - and how funds ...
BTC hits another all-time high at $111.5k
22 May 2025
Contributed by Lukas
In this episode, we talk about BTC hitting a new all-time high and dive into a deep discussion with OSF from Rekt.01:28 - It is Bitcoin Pizza Day05:06...
BTC knocking at ATH at $106K
21 May 2025
Contributed by Lukas
ETH outperforms other majors!
20 May 2025
Contributed by Lukas
In this episode, we provide an update on the general market, talk about the GENIUS act and interview Shan from Animoca on bringing education on-chain....
Trump's tax bill passes House Committee
19 May 2025
Contributed by Lukas
In this episode, we provide an update on macro data in the US and have a focused conversation on our portfolios.01:41 - Tracking sleep data06:06 - NFT...
Coinbase reports massive data leak
16 May 2025
Contributed by Lukas
In this episode, we talk about the Coinbase data leak, Kaito's role in web3 and share updated thoughts on our portfolios.01:45 - People and phones...
Maplestory launches at $3B FDV
15 May 2025
Contributed by Lukas
In this episode, we talk about new metas in Web3 and the Belief ecosystem earning millions in fees daily, and we chat with Austin from Doodles as a sp...
ETH Outperforms Again & Launchcoin Goes Wild To $200M
14 May 2025
Contributed by Lukas
In this episode, we talk about how InfoFi has become so successful and profitable, and what is propelling the Nikita Bier backed Launchcoin ecosystem....
Coinbase enters the S&P 500
13 May 2025
Contributed by Lukas
In this episode, we talk about how we approach the memecoin market and share our thoughts on Coinbase entering the S&P 500.01:21 - On being a morn...
Markets rally on US-China deal
12 May 2025
Contributed by Lukas
In this episode, we talk about the market rally as a result of the US-China deal and the opportunities we find most interesting.01:11 - Initial though...
ETH Hot Up 20% to $2.3K; BTC $103K
09 May 2025
Contributed by Lukas
In this episode, we talk about ETH's huge move up 25%, the challenges with valuing smart contract platforms now, and the significance of big instituti...
$BTC close to $100k on teased UK-US trade deal
08 May 2025
Contributed by Lukas
In this episode, we talk about the market moving up strongly, Hayes's thesis for $1M BTC, and how TradFi infrastructure is adopting crypto payment rai...
BTC pumps on positive China-US talks
07 May 2025
Contributed by Lukas
In this episode, we talk about BTC moving up on the US signaling willingness to negotiate with China on tariffs, and we discuss how to price Ethereum ...
Run on gold continues
06 May 2025
Contributed by Lukas
In this episode, we talk about the current macro environment and Ethena partnering up with Unit on Hyperliquid.01:43 - Reflecting on Token 204905:16 -...
Tether launches AI network
05 May 2025
Contributed by Lukas
In this episode, we talk about Boop's incentive structure extensively and touch on Tether launching their own AI network.01:40 - Bull and bear mar...
New meme launchpad Boop went live with controversial airdrop
02 May 2025
Contributed by Lukas
In this episode, we talk about our content strategy and the Boop meme launchpad going live yesterday.01:56 - Tracing when you get sick04:36 - Travelin...
Ripple offers to purchase Circle for $4-5B
01 May 2025
Contributed by Lukas
In this episode, we talk about Hyperliquid and Unit, Ripple's offer to purchase Circle and discuss whether it is time to go risk-on.01:18 - The co...
Blackrock to tokenize shares of its $150B treasury trust fund
30 Apr 2025
Contributed by Lukas
In this episode, we talk about Bitcoin as an asset class, Blackrock's approach to tokenizing shares of their $150B treasury trust fund, and what i...
Bitcoin dominance continues
29 Apr 2025
Contributed by Lukas
In this episode, we talk about the continued strength of Bitcoin, Arizona getting close to its own BTC reserve and the general state of the meme marke...
SUI is up 20% on the day
25 Apr 2025
Contributed by Lukas
In this episode, we talk about seeking opportunities in crypto, provide an update on the tariff war between the US and China, and share our thoughts o...
$900M net inflows into BTC ETFs
24 Apr 2025
Contributed by Lukas
In this episode, we talk about the cool-off in the market, the relevance of Twenty One and our increased risk appetite.01:15 - On tracking flights05:2...
Majors and memes are up
23 Apr 2025
Contributed by Lukas
In this episode, we talk about the comeback in the market and what we find interesting at the moment.01:41 - Legendary is vibe-coding a running app05:...
Is Bitcoin decoupling from stocks?
22 Apr 2025
Contributed by Lukas
In this episode, we talk about the current state of the market and touch on Bitcoin dominance, opportunities in the market, the price of gold and addr...
No rate cuts in sight
17 Apr 2025
Contributed by Lukas
In this episode, we talk about the current state of the market and dive into opportunities that we are seeing right now.01:36 - Travel plans for the M...
Nvidia faces $5.5B tariff charges
16 Apr 2025
Contributed by Lukas
In this episode, we talk about the escalating tensions between China and the US, touch on gold hitting a new all-time high and discuss the differences...
Market opportunities we like
15 Apr 2025
Contributed by Lukas
In this episode, we talk about what we think are the most interesting opportunities in the market right now.01:14 - Positive market sentiment06:42 - N...
China stops rare earth exports to US
14 Apr 2025
Contributed by Lukas
In this episode, we talk about the current state of the trade war between US and China, touch on Ethereum's scaling roadmap, and report on Mantra ...
Recession fear up; markets down
11 Apr 2025
Contributed by Lukas
In this episode, we talk about the current state of the market, the Prompt TGE and how a seller lost $10M on a single Cryptopunk.01:35 - Bread is vibe...
Market pumps on 90-day tariff break
10 Apr 2025
Contributed by Lukas
In this episode, we talk about the 90-day tariff break and analyze the relationship between the USA and China.02:50 - Media loves crisis07:39 - NFT an...
Markets plummet as tariffs between USA and China escalate
09 Apr 2025
Contributed by Lukas
In this episode, we talk about the escalating tensions between China and the US as well as the implications for markets, treasuries and currencies.01:...
Market pumps on tariff delay fake news
08 Apr 2025
Contributed by Lukas
In this episode, we provide an update of the global tariff situation and focus on the bigger conflict between the US and China.01:28 - Why people move...
Global markets are crashing
07 Apr 2025
Contributed by Lukas
In this episode, we provide an overview of the global stock markets reacting to Trump's tariffs and we analyze the market sentiment and take a loo...
China Retaliates With Tariffs
04 Apr 2025
Contributed by Lukas
In this episode, we discuss the aftermath of the Liberation Day tariffs and why the drawdowns are so significant. (03:30) - The boring repeating argum...