About this episode

This episode covers the launch of CXMT pre-IPO perps on Hyperliquid and discusses various market trends including Bitcoin, stocks, and KOSPI volatility.

In this episode, we discuss cool CPI lifting Bitcoin and stocks, CXMT pre-IPO perps launching on Hyperliquid, and how traders are approaching KOSPI volatility and AI infrastructure trades. 0:00:00 Introduction 0:00:31 Crypto Headlines and Web3 Roundup 0:05:38 DeepSeek IPO Valuation and AI Multiples 0:12:01 AI Sovereignty and Enterprise Data Trust 0:19:51 KOSPI Rebound and the SK Hynix Trade 0:27:03 Cool CPI Lifts Bitcoin and Stocks 0:33:34 Oil Risk and When Markets Stop Ignoring War 0:37:46 SpaceX Short Thesis and Pair-Trade Hedge 0:43:38 SpaceX Unlock Schedule and Valuation Risk 0:48:15 CXMT Pre-IPO Perps Launch on Hyperliquid 0:55:07 NBIS Dip-Buying Trade Setup 1:00:32 Jito Long and PUMP Short 1:03:43 X Algorithm Changes and 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.

Topics covered

• Crypto
• Pre-IPO
• AI Infrastructure
• Market Volatility
• Investment Strategies

More episodes of The Modern Market Show

• Microsoft Tests China’s Kimi K3 for Potential $600M Savings · July 21, 2026 · 1h 2m
• US vs China AI War Erupts as Kimi K3 Shocks Wall Street · July 20, 2026 · 49 min
• Korean Stocks Crash as Margin Calls Spread to Wall Street · July 17, 2026 · 55 min
• KOSPI Plunges 6.4% as South Korea Delivers First Rate Hike · July 16, 2026 · 60 min
• Apple Hits All-Time High as AI Spending Gamble Pays Off · July 14, 2026 · 56 min
• KOSPI Crashes 9% as SK Hynix Stock Plunges 15% in One Day · July 13, 2026 · 54 min

Explore listener stats, chart rankings, contacts and more on the The Modern Market Show podcast page.