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AI Trades Face a Reality Check as Subscription Costs Shift

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About this episode

In this episode, we discuss the changing economics of AI subscriptions, AI stock valuations and the Zcash whale exit.

 

 

00:00 Introduction

 

 

01:01 Crypto Headlines and Web3 Roundup

 

 

07:01 OpenAI Subscriptions and the Cost of AI

 

 

10:58 AI IPOs, Meta and SpaceX

 

 

14:45 The Risks Behind New Onchain Protocols

 

 

19:04 Chasing Narratives Versus Sustainable Returns

 

 

22:09 Zcash Whale Exit and Liquidity

 

 

25:54 Taking Profits Without Chasing Round Numbers

 

 

30:54 Ethereum Strength and Robinhood Expectations

 

 

33:34 Meta Enterprise AI and Nvidia’s Buyback

 

 

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.

 

 

3 ways to join us:

 

 

1. Talk with us with the Community Chat Membership: Keep the conversation going after the show in our 24/7 Telegram community chat, sharing ideas with us and fellow investors: https://whop.com/modernmarket/products/modernmarketcommunitymembership/

 

 

2. Cut the noise with the Inner Circle Membership: Read-only Telegram channel for more serious investors wanting trade ideas, market takes and portfolio construction thinking (includes Community Chat Membership): https://whop.com/modernmarket/products/modern-market-inner-circle-membership/

 

 

3. Trade with us on Sway: Our mobile perps trading partner is offering $3,000 in monthly prizes: $500 each week for the highest realized P&L and $1,000 for the highest volume over four weeks. Join on mobile with code MM3000: https://sway.fun/ref/MM3000

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AI Trades Face a Reality Check as Subscription Costs Shift

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