In this episode, Bread shares updated thoughts on his portfolio; we provide an updated macro view and we talk about Justin Sun being blacklisted by World Liberty Financial.

(0:00) Intro

(01:14) Bread has big news soon

(02:38) Legendary is in his Pokemon area

(07:07) Crypto and NFT Headlines

(08:00) Bread wants to re-allocate his portfolio

(17:17) Web3 Headline Roundup

(21:39) Legendary's thoughts on InfoFi

(26:06) [SPONSORED] Yeet hit $500M in volume

(24:00) Portfolio thoughts

(27:37) S&P500 hit new all-time high

(35:38) Justin Sun blacklisted by World Liberty Financial

(45:58) Nasdaq to implement restrictions on crypto treasury companies

(47:32) [SPONSORED] Yeet Giveaway

DISCLAIMER: 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

In this episode, we discuss Pokemon fueling the RWA craze, Pump Fun overtaking Hyperliquid in daily revenue and get into our dial in with Dith from Gigaverse.

(0:00) Intro

(01:30) Legendary is ripping Pokemon packs

(07:20) Crypto and NFT Headlines

(12:38) Pokemon fuels RWA craze

(22:10) Web3 Headline Roundup

(25:28) [SPONSORED] Gigaverse announced a $2M raise

(26:08) Pump Fun overtakes Hyperliquid in 24 hour volume

(32:14) Galaxy natively tokenized stock on Solana

(38:34) American Bitcoin stock debuts at $1.5B valuation

(40:34) Dial in with Dith from Gigaverse

(43:40) What is Gigaverse?

(47:50) What makes a game crypto native and why does it matter?

(50:02) How crypto games are different from traditional games

(55:01) Gigaverse made $4.5M revenue in its first 6 months

(1:00:12) Day 1 monetization matters

(1:04:12) How Gigaverse found 1confirmation as their lead investor

(1:08:24) How to profit from Gigaverse's upside

(1:10:08) What is Dith most excited about?

DISCLAIMER: 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

In this episode, we discuss our portfolio strategies extensively, talk about gold, and cover the SEC and CFTC allowing for certain spot crypto products to be traded on exchanges.

(0:00) Intro

(01:20) Reflections and revelations?

(05:19) Crypto and NFT Headlines

(08:32) Boomers collect real estate; we buy Pokemon cards

(17:57) Web3 Headline Roundup

(23:18) [SPONSORED] Partnering with Gigaverse

(24:00) Portfolio thoughts

(27:54) Global international reserves are buying more gold

(34:44) Bread's portfolio thoughts

(42:57) SEC and CFTC announce spot crypto trading for exchanges

(47:16) [SPONSORED] Gigaverse Eggs mint details

(50:00) Pump Fun announces Project Ascend

DISCLAIMER: 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

In this episode, we discuss how Hyperliquid changed pre-markets, the need for SOL ETFs and World Liberty Financial's proposal to do fee-based buybacks.

(0:00) Intro

(01:20) Legendary is back

(03:10) The current state of CT

(11:29) Crypto and NFT Headlines

(14:20) Legendary is confused by the Proof Passes

(18:28) Web3 Headline Roundup

(20:20) How Hyperliquid changed pre-TGE markets

(30:45) Legendary's market overview

(34:19) Is there a narrative for SOL ETFs?

(46:03) World Liberty Financial proposes fee-funded buybacks

(56:18) Hyperliquid made $100M in fees in August

DISCLAIMER: 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

In this episode, we discuss portfolio reconstruction, the huge whale BTC seller on Hyperliquid, Trump's WLFI launch, and Trump's illegal tariffs. (0:00) Intro(03:13) Repositioning Our Portfolios Psychology(05:22) The Purity Of A Killer Trade In Silence(11:46) What Are We In/Out Of? The Revenue Meta + Other Opportunities(24:26) Crypto and NFT Headlines(31:26) Web3 Headline Roundup(35:31) Gold Up, Huge Whale BTC Seller Rotating Into ETH(43:48) Trump's World Liberty FI Launch Today(51:59) Trump's Tariffs Are Not Legal, Court Says - Appeal ComingDISCLAIMER: 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

In this episode, we discuss potential of DATs running out of steam, Hyperliquid's success vs decentralisation priority, Plasma's insane price action on premarkets, and bullish macro factors which keep rolling in. (0:00) Intro(04:29) The Telegram Chat(08:59) Crypto and NFT Headlines(11:24) Are ETH DATs running out of steam?(18:29) Web3 Headline Roundup(23:17) Rabby And Rainbow Wallets Tease Hyperliquid Integration & What That Means For Decentralisation(29:56) Plasma's XPL At $10B FDV On Premarket - Time To Short?(36:56) S&P Up, Gold Up, Crypto Down - PCE Thoughts(41:38) BTC Lagging M2 Supply(46:39) US Traders Get Access To Crypto Platforms Worldwide(51:02) US Gov Puts GDP On Chain - What They Really Did (56:44) [SPONSORED] YEET GIVEAWAY[SPONSORED] Sign up to Yeet: https://yeet.com/register?aff=modernmarketDISCLAIMER: 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

In this episode, we discuss NVIDIA beating earnings, the potential for conflict resolution with China and Russia and its effect on the market, the potential and challenges on Solana DATs, and a new prediction market. (0:00) Intro(02:06) Why Bread Is A Google Guy(04:10) Why We Are All So Similar(05:54) Crypto and NFT Headlines(09:50) The Bull Case For Pump Fun(14:51) Bad Metrics Can Ruin Your Analysis(20:39) Web3 Headline Roundup(24:47) NVIDIA UP(27:44) Conflict Resolution Is Not Priced In(32:24) Why Solana Has Pushed Past $210 With Technical Upgrades(37:24) The Potential And Challenges With Solana DATs(46:04) The Difference Between Solana DATs and Ethena DATs(49:27) New Prediction Market, Regulated and PermissionlessDISCLAIMER: 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

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 government move towards more centralised planning.

(0:00) Intro

(02:54) Government Taking More Part In Private Enterprise

(14:08) Crypto and NFT Headlines

(21:36) Web3 Headline Roundup

(23:27) Google To Launch Its Own L1

(29:51) HYPE ATH Hits $51

(35:40) Project X Highest Volume Dex On HyperEVM

(40:24) Why Go Explore The HyperEVM

(47:29) Plasma XPL Token Spikes to $16B FDV On Premarkets - What Happened?

(55:44) US To Put Economic Data On Chain + Trump Tariff Dividends

DISCLAIMER: 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

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, and the Solana DATs raising $1B+.

(0:00) Intro

(02:18) Future of Crypto In Dubai

(04:52) The Decline Of Property Rights

(07:10) The Benefits Of Taking Time Away From The Screen

(10:51) Crypto and NFT Headlines

(21:20) Web3 Headline Roundup

(23:03) The Decline in mNAV for DATs

(27:54) Football Dot Fun Surges past $100M TVL - Why?

(34:46) BTC Sell Off - Who Sold $2B Of BTC?

(42:00) ETH Holding Up Very Well

(43:32) Trump Fires Fed Governor Lisa Cook

(47:29) USA takes 10% stake in Intel

(55:42) Solana DATs raising $1B+ with Some Significant Red Flags

DISCLAIMER: 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

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 their $50M raise at $500M FDV. (0:00) Intro(01:40) Starting A New Show & Plans For The Weekend(03:49) Hamock Alpha(09:34) Crypto and NFT Headlines(14:14) Web3 Headline Roundup(16:14) The Privacy Violation Of Claiming Airdrops(24:06) DOJ agree coding is not a crime(26:42) Jackson Hole: Final Thoughts(31:40) The Problem With DATs(44:53) MetaMask New Stablecoin(26:42) Jackson Hole: Final Thoughts(48:34) Plasma's XPL sale launches above $4B FDV on Hyperliquid premarket(59:53) [SPONSORED] YEET GIVEAWAY[SPONSORED] Sign up to Yeet: https://yeet.com/register?aff=modernmarketDISCLAIMER: 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