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
(06:52) Bread's thoughts on ETH
(13:58) NFT and Crypto Headlines
(19:21) Web3 Headline Roundup
(24:58) Vape and the BNB treasury
(32:23) Trump's tariff strategy
(37:58) SEC declared liquid staking activities are not securities
(43:32) Signal's thoughts on the market
(48:52) Is Hyperliquid making 35% of blockchain revenue?
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 Hyperliquid, where we are headed over the next 6 months and Bitmine's massive ETH holdings.
(0:00) Intro
(1:30) Legendary to join Fantasy Top?
(05:52) General price action
(07:39) Volatility and timeline sentiment
(09:02) Where is Hyperliquid headed?
(18:48) NFT and Crypto Headlines
(22:17) Web3 Headline Roundup
(24:19) The Memes by 6529
(31:03) Opportunities over the next 6 months?
(39:58) Are we taking profits?
(48:28) Tom Lee's Bitmine owns $3B worth of ETH
(51:24) Adam Weitsman invests in Otherside
(54:44) GTE leaves MegaMafia
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 state of the crypto and stock market and dive into the bear case for treasury companies.
(0:00) Intro
(1:36) Wearable glasses are the future
(07:41) NFT and Crypto Headlines
(17:50) Web3 Headline Roundup
(19:15) What is the general timeline energy?
(21:40) Dragonfly won't be prosecuted for Tornado Cash investment
(24:35) Legendary's market overview
(30:02) Updates on treasury companies
(34:04) What's the bear case for treasury companies?
(39:02) SEC launches project crypto
(40:34) Legendary's change of heart when it comes to investing
(45:34) Did this cycle top?
(49:40) Trump Media records $20M loss in Q2
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 crypto and stock market, hyperbitcoinization and Strategy's earnings call.
(0:00) Intro
(1:31) Phunky isn't worried about the market
(05:02) NFT and Crypto Headlines
(09:00) Web3 Headline Roundup
(11:41) Tether fostering Dollar hegemony globally
(20:07) [SPONSORED] Polkadot Explorations: Bridging BTC to Polkadot
(23:38) How much Bitcoin is productive?
(30:16) Market pullback, new tariffs and tech earnings
(34:40) Is it over for memes?
(39:02) SEC launches project crypto
(44:00) Strategy hits $10B profits in Q2
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 state of the market, yesterday's FOMC meeting and the White House digital asset report.
(0:00) Intro
(1:23) The Modern Market Telegram is open
(07:12) Market overview
(09:06) REKT is up 20% on the day
(24:23) NFT and Crypto Headlines
(29:02) DFarmer on leverage trading
(30:46) Web3 Headline Roundup
(33:28) Is this a top signal?
(37:59) The most interesting FOMC meeting this year
(48:59) Coinbase partners with JPMorgan
(51:19) White House published digital asset report
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 rise of gambling, NFT archeologists and talk extensively about treasury companies.
(0:00) Intro
(1:32) Are we happy with where we are?
(12:12) NFT and Crypto Headlines
(16:06) Lending against CryptoPunks
(20:37) What happened on Hyperliquid?
(27:19) Web3 Headline Roundup
(30:09) SEC approves in-kind redemption for crypto ETFs
(34:24) Twenty One to add 5,800 BTC
(35:40) Linea announces tokenomics
(41:00) Dial in with Vince from One Football Club
(44:28) How do you scale a media company in sports?
(49:48) The value of livestreaming
(51:16) The difference between One Football and One Football Club
(56:00) How to track success?
(59:58) How to onboard existing users to web3?
(01:04:40) $50M Coinlist sale
(01:08:09) What's the upside of the token sale?
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 rise of gambling, NFT archeologists and talk extensively about treasury companies.
(0:00) Intro
(1:32) Trying Kaito's launchpad
(07:47) The world is turning to hyper-gambling
(19:29) NFT and Crypto Headlines
(23:23) Is it time to chase runners again?
(33:40) Web3 Headline Roundup
(35:45) NFT archeologists are back in control
(41:44) Ray Dalio says to put 15% into BTC or gold
(43:49) Treasury company update
(52:57) Tracking treasury flows as a top signal?
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 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 Crypto Headlines
(11:40) Is retail here?
(15:04) NFT season is back
(16:00) Moonbirds up to 2.6 ETH
(24:53) BNB is at all-time high
(28:00) How opaque are CEXs?
(35:55) Trump negotiated trade deal with EU
(39:45) S&P500 trades at all-time high
(44:47) ETH is up to 3.9k and SBET onboards former Blackrock exec
(54:18) Zora is up 900% over the last month
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 general state of the market and how to trade ETH treasury companies.
(0:00) Intro
(1:40) Bread on running the MegaMafia
(07:12) NFT and Crypto Headlines
(12:50) Is InfoFi dead?
(23:27) Web3 Headline Roundup
(25:20) Demand for Strategy and timing the top
(29:16) [SPONSORED] Polkadot Explorations: First BOOST farm is live
(31:00) Legendary's market breakdown
(36:45) BitMine holds more than $2B worth of ETH
(42:58) Trading the volatility instead of holding SBET/BMNR
(49:00) Bonk flips Pump Fun
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 hero trades in crypto and how banks are positioning themselves to enter our space.
(0:00) Intro
(1:35) Legendary's business idea
(04:27) NFT and Crypto Headlines
(06:26) REKT ist outperforming
(09:00) The ICO Beast effect
(14:10) Web3 Headline Roundup
(20:00) Pixel Vault lore
(22:18) On hero trades
(32:23) You don't need a hero trade to make it
(40:20) Legendary's market overview
(45:03) Citadel cautions about tokenized stocks
(48:47) Goldman and BNY launch tokenized money funds
In this episode, we discuss whether we are in NFT season, ETH's recent strength and where the market is headed.
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' hosting strategy
(09:12) NFT and Crypto Headlines
(12:02) Why is XRP always the coin?
(17:43) Web3 Headline Roundup
(20:16) New business models around stablecoins
(25:03) Coinbase partners with PNC Bank
(30:35) Is Coinbase becoming the AWS of crypto?
(34:10) Bonk Fun consistently increases marketshare
(38:10) SBET now holds $1.3B in ETH
(44:56) Dial in with Mikado from Fantasy Top
(47:52) Is Mikado in the trenches?
(51:19) The idea behind Fantasy Top
(53:57) Migrating from Blast to Base
(57:10) How does Fantasy Top measure success?
(1:00:32) When $FAN?
(1:06:10) How Fantasy Top raised money?
(1:08:30) More than enough runway to raise again?
(1:11:45) What is Mikado's most notable crypto story?
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 treasury companies extensively and how they have been shaping this cycle.
(0:00) Intro
(1:22) Spending time with MegaETH
(09:28) NFT and Crypto Headlines
(11:05) Pump is down
(22:06) NFT overview
(23:25) Web3 Headline Roundup
(25:50) Reflecting on treasury companies
(36:05) Phunky is bullish on treasury companies
(40:14) Do people care about the underlying asset?
(41:35) Bitcoin dominance is sliding down
(45:00) Treasury companies dictate the narrative
(52:45) Solana hit $200 before retrace
(55:21) Trump Media acquires $2B worth of Bitcoin
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 we are discussing our thesis for ETH, how we position ourselves and whether the altcoin season is happening on the stock market.
(0:00) Intro
(1:35) Modern Market is in the same city
(02:46) Modern Market lore
(12:32) NFT and Crypto Headlines
(19:10) Why are NFTs pumping?
(28:53) We are in silly season
(32:00) People forget the 4 year cycle
(46:15) Legendary's market overview
(54:02) ETH ETFs are outpacing BTC ETFs
In this episode, we discuss whether we are in NFT season, ETH's recent strength and where the market is headed.
(0:00) Intro
(1:35) Modern Market is in the same city
(02:46) Modern Market lore
(12:32) NFT and Crypto Headlines
(19:10) Why are NFTs pumping?
(28:53) We are in silly season
(32:00) People forget the 4 year cycle
(46:15) Legendary's market overview
(54:02) ETH ETFs are outpacing BTC ETFs
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 thesis for ETH, how we position ourselves, and whether the altcoin season is happening on the stock market.
(0:00) Intro
(1:33) Bread pays tattoos in ETH
(06:54) NFT and Crypto Headlines
(12:15) Web3 Headline Roundup
(14:17) [SPONSORED] Polkadot Exploration: Boost Wars
(15:59) Crypto market cap above $4T
(21:04) Stablecoin marketcap over time
(23:33) ETH is up to $3.6K
(25:05) Tom Lee's goal for ETH
(31:40) ETH is ultrasound money again?
(34:33) SBET stock update
(36:40) Bread has been buying ETH
(40:35) Will we see a TGE season soon?
(44:12) When are we taking profits?
(48:16) Is the altcoin season happening on the stock market?
(52:30) US House passes three crypto bills
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 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 have a good day
(04:27) How we prepare for opportunities
(10:00) NFT and Crypto Headlines
(15:40) Web3 Headline Roundup
(18:40) Phantom and Hyperliquid partnership is incredibly successful
(20:35) Plasma sale happens today
(24:36) Base announces a new day one
(32:46) ETH is up another 9% to $3.4K
(37:23) SBET is up 120% over the last 5 days
(47:03) Is the original vision of crypto lost?
(50:40) Our thoughts on our SBET trades
(56:30) Did the US government sell Bitcoin?
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 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 magic of a physical office?
(05:11) NFT and Crypto Headlines
(07:02) Everyone is a genius in a bull market
(10:38) What is the market pricing in?
(20:30) Are NFTs back?
(24:20) Web3 Headline Roundup
(27:07) Stocks are becoming more productive on-chain than off-chain
(32:10) ETH is outperforming the majors?
(40:42) ETH vs ETH treasury companies
(45:15) Cantor Fitzgerald close to $4B Bitcoin SPAC
(48:18) Pump token is up after buybacks
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 share our thoughts on ETH, discuss the worst case for treasury companies and reflect on how an alt season could like this cycle.
(0:00) Intro
(1:25) Technical challenges before the show
(06:58) NFT and Crypto Headlines
(11:14) Rahim is comfy in Pengu
(14:42) Leveraged Pudgy Penguin buying
(19:20) Web3 Headline Roundup
(23:32) Sharplink is now the biggest ETH holder
(25:40) How we think about ETH and price predictions
(30:03) What if crypto treasury companies fail?
(40:01) BTC is down 5% and market overview
(43:05) Will there be an alt season?
(48:34) Big weeks for crypto regulation
(53:49) Pump token is now live
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 provide a general market overview, discuss treasury companies including Sharplink and reflect on our portfolios
(0:00) Intro
(1:40) Conflicting emotions in a bull market
(6:10) Taking profits in BTC?
(13:58) Portfolio strategy and bet sizing
(19:37) NFT and Crypto Headlines
(24:00) NFTs are pumping
(32:33) Web3 Headline Roundup
(35:30) Sonnet BioTherapeutics announces Hype treasury
(37:10) BTC all-time high and market overview
(48:55) SBET up after buying another $48.85M ETH
(53:14) Pump Fun sold out in 12 minutes
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 provide a general market overview, discuss crypto-adjacent stocks and analyze the Pump Fun token launch.
(0:00) Intro
(1:35) Refusing to round numbers
(6:10) NFT and Crypto Headlines
(8:42) Massive ETF inflows
(16:40) CryptoPunks at $129k
(19:50) Web3 Headline Roundup
(24:40) Trading into SBET?
(28:30) Premium for ETH treasury companies
(38:40) [SPONSORED] Polkadot Explorations: Ecosystem Roundup
(42:55) BTC all-time high and market overview
(50:11) Pump Fun acquired Kolscan
(54:48) How we trade the Pump token sale
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 provide a general market overview, discuss angel investing in web3 and analyze the Pump Fun token launch.
(0:00) Intro
(1:26) It's a good day to have a good day
(7:21) NFT and Crypto Headlines
(10:01) Fartcoin vs Pengu?
(15:57) How much do memes need to outperform BTC to be attractive?
(19:20) Web3 Headline Roundup
(21:14) Bullpen integrates Hyperliquid
(27:57) On angel investing in web3
(35:28) The two right approaches to angel investing
(40:19) BTC all-time high and market overview
(50:17) Pump Fun tokenomics announced
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
