About this episode

This episode discusses SK Hynix's U.S. debut and various developments in AI and cryptocurrency.

In this episode, we discuss SK Hynix’s U.S. debut, Ethereum’s use of AI bug hunters, and Hyperliquid and Phantom’s push for on-chain-native CFTC rules. 00:00 Introduction 01:21 Crypto Headlines and Web3 Roundup 09:39 The Frontier AI Model Race Heats Up 14:08 AI Compute, Data and Frontier Model Economics 20:35 Grok as an Agentic Coding Worker 26:12 GPT-5.6 Computer Use and the OpenClaw Question 32:06 SK Hynix's U.S. Market Debut 37:00 CLARITY Act Odds and Crypto Trade Setups 42:41 DoubleZero's Blockchain Infrastructure Play 47:01 Ethereum's AI Bug Hunters 52:57 Hyperliquid and Phantom's CFTC Push 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

• AI Memory Race
• Ethereum
• Crypto Headlines
• Web3
• CFTC Rules
• Blockchain Infrastructure

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
• CXMT Pre-IPO Perps Surge on Hyperliquid Before Its Debut · July 15, 2026 · 1h 6m
• Apple Hits All-Time High as AI Spending Gamble Pays Off · July 14, 2026 · 56 min

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