In this episode, we discuss Strategy retiring $1.5B of Bitcoin debt without buying more, Base launching MCP so agents can trade on your behalf, and SpaceX winning a $2.29B Space Force contract for a military data network.

00:00 Introduction

00:30 Crypto Headlines and Web3 Roundup

05:13 Bread On Hype ETFs And Pump Fun Multi-Chain

12:24 Hype Conviction Heading Into IPO Season

17:08 Strategy Retires $1.5B Of Bitcoin Debt

20:33 Bitcoin ETF Outflows And Saylor Fatigue

24:09 Phunky Defends Bitcoin And The Institutional Bid

29:23 Are We Still Early To Crypto Or Anywhere Else

33:24 Trillion Dollar Tech And Where The Money Comes From

37:55 AI Spend And The L1 Analog For Value Capture

41:18 How To Position Into A Red Day Before IPO Season

44:38 BlackBerry Lists On Hyperliquid With Nokia Style Setup

47:33 Base MCP Lets Agents Trade On Base

51:22 ERC-8004 And The Agent Discovery Problem

54:13 SpaceX Wins $2.29B Space Data Network Contract

57:38 Sign Off

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.

Strategy BTC Debt, Base Trading Agents & SpaceX’s $2.29B Data Network

The Modern Market Show

Strategy BTC Debt, Base Trading Agents & SpaceX’s $2.29B Data Network