BCheque

time for an announcement today we reveal the @modernmarket_ rebrand we've been working behind the scenes all summer to uplevel the show; this is just phase 1 of a huge level up across the product crypto is ready to go way more professional, way more sophisticated, whilst still embracing the speculative excitement of investing on the cutting edge of future tech + digital experiences we want to continue to host the best daily conversations and guests as this industry is ready for the next leg up thank you for being on this journey with us

KOSPI Crash, Robinhood Chain's $130M, Hormuz Oil Shock & AI Dealers x.com/i/broadcasts/1…

This is how Modern Market uses AI for the live show: “What GPT 5.6 did for the show today is it looked at the Google Calendar. It saw that @BCheque1 is out of office, has an OOO reminder set in his calendar. And it was like, ‘Oh, BCheque is out of office. So I’m going to remove him from today’s speaker list.’”

Trump Crypto Windfall, Iran Oil Shock & AI Chip Wars x.com/i/broadcasts/1…

Worldcoin might be the cleanest short in crypto right now. @BCheque1 explains his thesis: "There's huge anti-AI sentiment at the moment also from enterprises because there is a feeling that companies like Anthropic or OpenAI are leveraging partner and enterprise data to basically destroy their businesses. This means less trust in these companies in the short term until that trust is resolved. You've seen examples of this where Claude has launched Claude Design, basically rugging Figma. You look at the Figma stock price as a consequence of everything that's been going on in AI. Figma is in the gutter as a consequence of this stuff."

Strategy Sells BTC, ANSEM Rally & Millennium's $3.7B Pods x.com/i/broadcasts/1…

LIT Rally, Wealth-Tax Fight & ANSEM Rebound x.com/i/broadcasts/1…

No show today Happy 4th July for tomorrow Back on Monday 🔥🔥🔥

Trump made over $1 billion from crypto last year. The more interesting question is where that money went. @Legendaryy breaks down the portfolio: "It is a way more diversified portfolio that is allocated, ten percent to $NVDA , nine percent to $TSLA, eight and a half to $AAPL, seven and a half to Boeing, and seven percent to ExxonMobil. Then you have JP Morgan, Palantir, Dell, Intel, Goldman Sachs, BlackRock, Qualcomm, Micron, Visa, MasterCard, and four percent in other companies."

Trump Crypto Income, Fable Returns & Etched’s $800M NVIDIA Challenge x.com/i/broadcasts/1…

@Rewkang Could we visit and do a show from there?

RoboStrategy portfolio company Apptronik unveils Robot Park Robot Park is an expansive facility where robots learn how to navigate a variety of tasks in the real world. Robots in such facilities can learn from teleoperation or from autonomous exploration. Robots will eventually learn from the world in the same way that humans do in their childhood - by playing The data scale for physical AI is about to expand dramatically

You guys claim you want progress and growth in this space but then you keep repeating the same failed meme coin experiments endlessly. One after another after another after another...until you all lose all the money you have and rinse out whoever is left, and then you wonder why retail is gone? You don't actually want progress and growth you just want to make money as fast as possible, so much so that you will gamble in the casino day after day until you're broke. And then, for the cherry on top, you will find someone else to blame for your losses. My feed is an absolute garbage can of people fighting over their meme bags, begging for money, and trying to rationalize why THEIR meme of choice deserves to go up but YOURS doesn't. And in the midst of all that every 5 minutes you have a new KOL/extractor advertising his OWN token (which he controls most of the supply of) to try and cash in on the craze and make a quick buck. A complete mess of a space right now.

$STRC is supposed to trade at a hundred dollars. Last week it fell to seventy four. Then Strategy lifted the dividend to twelve percent and the whole framework changed. Here is the breakdown by @BCheque1: "And of course you have STRC, the yield product which was sold recently to raise funds to buy more Bitcoin. Initially it was a nine percent yield, then it was increased to ten, then increased to eleven. They just kept increasing it. Now it's had to go up to twelve. Depeg is not the right word, but it should be trading at a hundred. That should be par. It went as low as seventy four last week, now back up to eighty two on the news that you're incentivizing a bit more on the yield side."

MSTR And STRC Up, Robotics Up, Chamath Up x.com/i/broadcasts/1…

US-Iran De-escalation, ANSEM $100M & Strategy Underwater x.com/i/broadcasts/1…

@nech_n_ Sure go for it

@BCheque1 Hey @BCheque1 Do you mind if I dm you to ask some questions about modern market?

Apple Shock Hits Asia, OpenAI Delays IPO & Hot PCE x.com/i/broadcasts/1…

If quick shitcoin runners are so good for the trenches, why are so many trenchers still so poor? And also, I took a look at fomo, & most trenchers who had big profitable plays, are actually net negative bc their losses exceed their profits. Very few net positive pnls. 🤔

Apple raised prices across almost its entire lineup this week. The take going around is not about the stock. @milesdeutscher framed it like this: “This is a tiny glimpse into the future of the permanent underclass. This term sounds like a joke until you break down what’s happening right now. Apple spiked consumer prices. Best products and intelligence are slowly becoming only accessible to the rich. The underclass will only be able to access watered-down shit variations. Tech companies are just making the best products completely out of reach for the average person.”

A humanoid robot that does one arm handstands now starts at $4,900. Cheaper than a maxed out laptop. @Legendaryy on the show today: "This guy starts at $4.9k. So for an experimental product like that, I think this is super super cheap. Because I would compare that to something like an Apple Vision Pro, which is also a more experimental product in Apple's lineup. And that is basically also like four grand or so in the US market."

MM in 30 mins: - $1T wiped from Asian stocks after Apple price-rise fears - OpenAI leans toward waiting until next year for IPO - May PCE comes in hot: 4.1% headline, 3.4% core x.com/i/spaces/1Xxyg…