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 Market

01:32 Headlines and other news

03:08 Crypto price action: Zcash, HYPE and NEAR

06:16 Market thoughts: managing a green market

08:06 Missing the Zcash rally and stop-loss lessons

12:05 ETH options, Derive and asymmetric trades

23:00 Riding the wave without overtrading

28:35 The case for doing less in a bull market

31:38 FOMO, position sizing and buying after a rally

36:18 Trading styles and moving profits into core holdings

42:47 NEAR's rally, Intents and confidential perps

50:33 Token revenue versus token value

53:52 Zcash, Zama and conviction versus rotation

57:34 Sway leaderboard and partnership

1:00:21 SEC/CFTC exemptions and the CLARITY debate

1:05:24 Wrap-up and weekend plans

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.

This show is sponsored by Sway: https://sway.fun/ref/MM3000

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 Market

01:05 Headlines and other news

05:15 Bitcoin, Zcash and the market bounce

09:43 Market thoughts: climbing the wall of worry

16:12 Oil, consumers and corporate profits

21:20 Warsh's rate hike and Trump's response

26:21 Inflation, oil supply and the Fed's next move

29:17 Zcash's store-of-value thesis

33:18 Crypto cycles, positioning and Lighter

41:39 Competition, token unlocks and ZCAT

46:54 CFTC and SEC crypto-regulation plans

48:54 Canada's proposed EU association

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.

This show is sponsored by Sway: https://sway.fun/ref/MM3000 (code MM3000).

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 Introduction

0:00:55 Crypto Headlines and Web3 Roundup

0:07:34 Market thoughts and the Meta/SpaceX AI trade

0:17:13 [SPONSORED] Sway Partnership

0:18:24 Bitcoin's range and rising global bond yields

0:23:07 FOMC scenarios and managing risk

0:28:21 Hyperliquid valuation and taking profits

0:36:00 CLARITY vote fallout and the regulation debate

0:42:37 BTC/ZEC trade ideas and cutting losses

0:48:24 Kraken, Payward and Hyperliquid's US ambitions

0:52:13 [SPONSORED] Sway Partnership

0:54:12 Zuckerberg, Meta and the AI safety debate

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.

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 Market

01:02 Headlines and other news

03:13 Crypto, stocks and metals: price action

05:07 Robinhood, tokenized stocks and on-chain markets

09:25 SpaceX, AI valuations and the FOMC shopping list

15:08 Apple, Meta and the next AI opportunity

26:16 The 10-year yield breaks 5%

30:10 FOMC uncertainty: positioning without overtrading

40:06 CLARITY Act: what it means for crypto

47:20 Trump, AI guardrails and the race with China

53:54 Trade ideas: memory stocks before or after FOMC?

1:00:03 Final thoughts, risk management and wrap-up

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.

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.

The yen is moving fast as BOJ hike bets build, while Robinhood Chain assets keep running and bond markets react to fresh Iran-war headlines. The Modern Market team breaks down price action, PONS, HOOD and the macro setup.

00:00 Intro & today’s headlines

03:47 Price action: crypto, oil & stocks

05:28 Apple, risk appetite & market setup

13:23 AI coins and holding through volatility

20:08 Taking profits, gold & allocations

24:50 Do Robinhood listings still matter?

32:11 Yen surge & BOJ hike bets

40:02 Robinhood’s crypto flywheel and HOOD

49:04 Trump, Iran & the bond market

56:10 FOMC hike odds

58:49 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.