In this episode, we discuss Bitcoin dropping to 65K before bouncing back, Blue Owl halting withdrawals and sparking fears of a private credit bubble, and Google launching Photoshoot and Lyria 3 for AI content generation.

04:58 Introduction

06:36 Navigating Bear Market Mentality and Seasonal Business Cycles

10:43 Is Our Show Just a Wrapper for a Token?

16:05 Crypto Headlines and Web3 Roundup

20:43 Legendary on USDAI Season 2 and Pendle Looping Strategies

25:45 Bread on Aptos KPI-Based Tokenomics

27:09 Vitalik Pushes Back on Conway's AI Self-Replication

30:06 Legendary's AI Food Tracking with MCP and Multimodal Models

33:37 Euphoria Codes Giveaway Announcement

35:19 [SPONSORED] Yeat Partnership

36:11 Legendary's Market Overview

41:04 Polymarket's "Nothing Ever Happens" Bet

44:28 Blue Owl Halts Withdrawals - Private Credit Bubble Fears

49:27 Retail as Exit Liquidity in Democratized Investing

53:42 Google Launches Photoshoot and Lyria 3

58:47 Chamath's 8090 - 80% Product at 90% Discount

1:01:34 Legendary on AI Pricing Tiers and Niche AI Startup Risk

1:04:54 [SPONSORED] Yeat 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.

Google Launches Photoshoot and Lyria 3

The Modern Market Show