Full Port

SpaceX Earnings Tonight, Tokenized Stocks Pushback, and Why Consumer Crypto Struggles 20.10.2026 54min

SpaceX reports earnings tonight, and gmoney and Hunter Orrell break down what actually matters: Grok usage and AI adoption, not Starlink. Meta's numbers and hyperscaler CapEx could set the next move for neoclouds and chipmakers. They also ask whether the AI trade is over after a Korean neocloud IPO fell 30%, and whether the government would really backstop AI or whether Elon, Meta and Google would just step in if Anthropic or OpenAI ran short of capital. Also on today's Full Port: Sophon shutting down and why consumer crypto is so hard, why IRL experiences gain value in an AI world, bots and fake KPIs, sites blocking AI agents, gmoney's Cloudflare trade, Bitcoin around $80K with rate-hike odds and the midterms ahead, Leopold levering up again, patience and discipline in trading, companies pushing back on tokenized stocks, and perps on Hyperliquid and Lighter.In this episode- SpaceX reports tonight: what to watch- Meta earnings and the hyperscaler CapEx test- Is the AI trade over? Korean neocloud IPO down 30%- Would the government backstop AI? Elon vs. Anthropic- Sophon shuts down: is consumer crypto here yet?- IRL experiences in an AI world, plus bots and fake KPIs- Sites blocking AI agents and gmoney's Cloudflare trade- Bitcoin around $80K, rate-hike odds and the midterms- Patience and discipline in trading- Companies push back on tokenized stocks- Perps, Hyperliquid and LighterChapters0:00 Intro0:30 The Black Monday That Wasn't2:06 Korean Neocloud IPO Drops 30%: Be Patient on AI4:33 Will the Government Backstop AI? Elon vs. Anthropic7:01 Shout-Outs and the Full Port Call Tracker8:34 Sophon Shuts Down: Is Consumer Crypto Here Yet?13:03 IRL Experiences Win in an AI World: The Masters, Kith Ivy and Padel22:05 Bots, Fake KPIs and Why Venture Scale Doesn't Fit IRL27:08 SpaceX Reports Tonight: What to Watch28:33 Meta Earnings and the Hyperscaler CapEx Test31:00 Sites Blocking AI Agents33:00 gmoney's Cloudflare Trade and SEO for LLMs40:01 Bitcoin at $80K, Rate-Hike Odds and the Midterms42:30 Leopold Levers Up Again: Is AI Positioning Ahead of Itself?44:00 Patience and Discipline in Trading47:39 Companies Push Back on Tokenized Stocks51:35 Perps, Hyperliquid and Lighter53:01 Netflix Tonight, Shout-Outs and WrapFollow- gmoney: https://x.com/gmoneyNFT- Hunter Orrell: https://x.com/hunterorrell- All shows: https://fullportshow.comFull Port is live every Tuesday and Thursday at 10:30am ET.Nothing in this episode is financial advice. Do your own research.

Hot PPI, Anthropic Slows, and Elon's AI Game Theory 15.10.2026 49min

CPI came in hot, PPI came in hotter, and rate-hike odds are climbing. The bigger story is Anthropic saying its revenue growth slowed in Q3, which raises the question of who funds the AI capex buildout. gmoney and Hunter Orrell ask whether the news leaked early, whether the government backstops AI, and why Elon talking down memory could be game theory now that SpaceX is public. Then they get into rates and AI bond supply, oil, gold and Bitcoin, the Bitcoin levels that would still be bullish, Robinhood and tokenization, Adobe and Amazon blocking AI agents, gmoney's Walmart trade, and AI accountant agents.In this episode- Hot CPI, hotter PPI, and rate-hike odds jumping- Anthropic's Q3 growth slowdown and the AI trade- Did the news leak before the headline? Will the government backstop AI?- Elon's memory warning and the SpaceX game theory- Rates, AI bond supply, oil and Iran- Gold catches a bid, Bitcoin reverses, and levels to watch ($75K, about $62K)- Tokenization and the Robinhood bull case- Adobe slaughtered, Amazon blocks AI agents, the Walmart trade- Selling to agents, not people- AI accountant agents vs CPAs and lawyersChapters0:00 Intro0:32 Hot CPI, Hotter PPI: Rate-Hike Odds Jump1:43 Anthropic's Growth Slows and the AI Trade Cracks3:39 Did the Anthropic News Leak Before the Headline?7:10 Will the Government Backstop AI?9:03 Elon's Memory Warning and the SpaceX Game Theory15:15 Bond Supply, Falling Rates and the AI Capex Double-Edged Sword19:00 Oil, Iran and Whether Rates Have Topped20:36 Gold Catches a Bid, Bitcoin Reverses24:55 Crypto Policy, Tokenization and the Robinhood Bull Case27:37 Bitcoin Levels: $75K, $62K and Still Bullish32:12 Adobe Gets Slaughtered, Amazon Blocks AI Agents33:57 gmoney's Walmart Trade and Agentic Shopping36:20 Selling to Agents, Not People40:24 AI Accountant Agents vs CPAs and Lawyers46:22 Shout-Outs and fullportshow.com46:58 Closing Thoughts: Volatility, Papertrade and the TrenchesFollow- gmoney: https://x.com/gmoneyNFT- Hunter Orrell: https://x.com/hunterorrell- All shows: https://fullportshow.comFull Port is live every Tuesday and Thursday at 10:30am ET.Nothing in this episode is financial advice. Do your own research.

AI Trade Selloff, Blur Shuts Down, and Is Crypto Next? 13.10.2026 1h

Is the AI trade over? The AI basket has been getting smashed since Thursday's show. gmoney and Hunter Orrell go through the headlines behind it: CXMT adding memory supply, Elon saying China will do to memory what it did to solar and lithium, SK Hynix, and Nvidia's Vera Rubin forecast cut. They also cover why you don't have to be in every trade, and why the Rubin cut might actually be bullish for neoclouds.Also on today's Full Port: crypto's ugly weekend of liquidations and hacks, AI rebuilding whole programs like Photoshop from a prompt, the new Full Port show directory and Grok bot, midterms rage bait, whether the Robinhood Chain trade is over, Papertrade's launch and the farming meta, why "if everyone's AI says buy, it's not a buy," Blur winding down and Pacman's reputation after Blast, Abstract shutting down and not launching a token, whether you should still farm airdrops, on-chain equities and on-chain inference, Worldcoin and proof of human, Meta's consumer-AI bet, Gemini 4 vs Claude on Polymarket, and why only 2% of households pay for AI.Chapters0:00 Intro1:07 AI Trade Getting Smashed: CXMT, Elon on China Memory, SK Hynix8:33 Crypto's Ugly Weekend: Liquidations, Hacks and Scammers10:20 AI Is Cloning Software: Rebuilding Photoshop with a Prompt11:57 Shameless Plug: Grok Bot and the Full Port Show Directory18:24 Nvidia's Vera Rubin Cut Could Be Bullish for Neoclouds19:41 Midterms in Under 30 Days and Timeline Rage Bait20:48 Robinhood Chain: Is the Trade Over?25:33 Papertrade's Launch and Out-Farming the Farmers29:27 If Everyone's AI Says Buy, It's Not a Buy32:20 On-Chain Games and the Growing Honeypot34:02 Blur Winds Down: Pacman, Blast and Reputation39:06 Consumer Trading Apps: Crypto's Most Cutthroat Vertical40:32 Abstract Shuts Down: 100 True Fans and Not Launching a Token47:34 Should You Still Farm Airdrops?50:48 On-Chain Equities and Lighter51:36 On-Chain Inference and Cryptography's Weak Spot52:17 Bots, Slop and Worldcoin: Who Wins Proof of Human?54:38 Meta's Consumer AI Bet56:10 Gemini 4 vs Claude: Polymarket's Best-Model Race58:01 Only 2% of Households Pay for AI59:51 Wrap-UpFull Port is the modern finance show. gmoney and Hunter Orrell are live every Tuesday and Thursday at 10:30am ET.gmoney: https://x.com/gmoneyNFTHunter Orrell: https://x.com/hunterorrellNothing in this video is financial advice. Do your own research.

Quantum Scare, Trump vs Iran, and Who Wins Tokenized Stocks! 08.10.2026 59min

Is quantum computing about to break crypto? gmoney and Hunter Orrell take on the cryptography scare that followed OpenAI's math-proof release and Justin Drake's "move to fresh wallets" warning. They cover exchange custody vs self-custody and why ancient wallets and US government addresses are suddenly moving coins. Then Hunter flags the government moving roughly another $1B of BTC while they're live.Also: buying a red market without being a hero, what 3,000 on-chain wallets say about the traders who actually make money, homebuilders as a rates trade, who wins tokenized stocks (Robinhood, Solana, Coinbase, Kraken), stablecoins and Treasuries, DeFi 2.0 with Aave and Uniswap, Trump vs Iran into the midterms, prediction-market skew, and Grok plus Samsung and Micron to close.0:00 Intro · 0:17 Quantum scare · 7:08 Custody & solvency risk · 15:20 Market's red · 17:55 3,000 wallets · 21:15 Homebuilders & rates · 27:00 Who wins tokenized stocks · 36:19 DeFi 2.0 · 41:52 Stablecoins & Treasuries · 44:35 Trump vs Iran · 49:34 US gov moves ~$1B BTC · 54:23 Grok & AI · 57:21 Wrap-upFull Port is the modern finance show, live every Tuesday and Thursday at 10:30am ET. Follow @gmoneyNFT and @hunterorrell on X.Not financial advice.

Rates, Robinhood vs Solana, and AI Usage Decline! 06.10.2026 58min

The modern finance show! Chapters:0:00 Intro & Market Overview1:32 Interest Rates & the Market10:25 AI Usage Decline & Meta14:42 SpaceX, Grok & the AI Trade28:39 AI, 3D Printing & Manufacturing38:42 Robinhood vs Solana & Tokenized Stocks44:22 Stocks, Bitcoin & Retail Markets45:07 Pokémon Cards, OpenSea & On-Chain Trading

Micron Earnings, HYPE Unlock, and is LIT Bearish? 01.10.2026 58min

The modern finance show! Chapters:0:00 Intro & MetaMask Security Incident2:44 Micron Earnings & AI Memory Trade7:28 Google Gemini, Apple & the AI Race16:57 Crypto Revenue: Ponds, Stonks & Pump.fun21:24 HYPE Unlock & Hyperliquid Price Outlook24:38 Is LIT Bearish? Lighter & Robinhood33:55 Cognition, Factory AI & VC Drama47:11 Crypto Funding, ICOs & Venture Capital55:41 Bitcoin, Interest Rates & Trading Updates

All Eyes on Macro, NVDA Buybacks, and Trading Updates 29.09.2026 1h 10min

The modern finance show!Chapters:0:00 Introduction2:00 Claude Outage & AI Productivity9:36 OpenAI Dev Day & Anthropic IPO20:26 NVIDIA Buybacks & AI Stock Trades27:53 Meta, MongoDB & Micron Earnings46:38 Hyperliquid, HYPE Unlock & Pump.fun51:16 Bitcoin, Iran Ceasefire & Macro Outlook58:44 Tokenized Stocks, NFTs & On-Chain Collectibles

Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates 24.09.2026 1h 7min

The modern finance show!Chapters:0:00 Introduction1:44 Bond Market Disaster & Rising Rates8:41 Micron Earnings & AI Trade18:16 Meta Muse, AI Agents & Smart Glasses45:28 Bitcoin, Ethereum & Crypto Market52:24 FWA, CryptoPunks & NFT Trades58:44 HYPE Price Prediction & Crypto Trades

META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates 23.09.2026 1h 24min

The modern finance show!Chapters:0:00 Introduction2:32 Kalshi Drama & Prediction Markets16:18 Simran Joins: TradFi, Oil & Commodities24:36 Tokenized Stocks, RWAs & 24/7 Trading35:52 Tokenized Equities & Crypto Markets48:30 Monaco, Social Trading & New Markets1:02:18 Crypto Bull Market & Trading Updates1:04:54 META All Time High & the AI Trade

SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates 17.09.2026 1h 9min

The modern finance show!Chapters:0:00 Introduction2:03 AI, Politics & the Future of Tech11:03 Fed Rate Hike & Market Updates21:11 SEC, Tokenized Stocks & RWAs25:19 Arc Mainnet, Circle & Stablecoins35:40 Pump.fun, DeFi & Crypto Trading43:34 ZK Snarks, NFTs & Crypto Plays1:01:02 Prediction Markets & GambleFi

AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates 15.09.2026 1h 15min

0:00 Introduction2:09 AI Slowdown, Anthropic & the AI Trade16:38 AI Regulation, Politics & the China Race32:25 Clarity Act, Fed Rate Decision & Crypto Markets44:34 Pump.fun, Cross-Chain Trading & Tokenized Stocks54:51 Bittensor, AI Tokens & Crypto Trades56:47 Quotrons, Kraken & Tokenized Equities1:04:59 Standard Reserve, DeFi & the New Crypto Meta

Robinhood Drama Market News and Trading Updates 10.09.2026 1h 4min

The modern finance show!Chapters: 0:00 Introduction1:48 Nasdaq Invests in Kraken & RWA Season13:57 Robinhood Chain Rumors & Crypto Market21:38 Anthropic, OpenAI & the AI Race26:00 NVIDIA, Nebius & AI Stock Trades32:03 AI Agents, Grok & Fantasy Football47:13 Crypto Tokens, FWA & Market Trades55:52 NFTs, CryptoPunks & the Next NFT Cycle

AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade 08.09.2026 1h 10min

The modern finance show!Chapters:0:00 Intro & AI Market Overview2:07 AI Trade: Micron, NVIDIA, SpaceX & Grok21:38 Hunter Biden Token & Celebrity Meme Coins30:35 Tokenized Stocks & the Next Crypto Trend43:42 Ponds Short Position & Crypto Launchpads52:03 OpenSea, NFTs & Digital Collectibles56:16 Apple iPhone, Memory & AI Trade1:03:26 NFT Market Demand, Taking Profits & Realized P&L

Market & News with @gmoneyNFT and @hunterorrell 03.09.2026 1h 12min

The modern finance show.-------------------------------------------Chapters0:00 Introduction1:18 Tokenized Stocks, Meme Coins & Robinhood10:38 Perp DEXs, Leverage & the New Crypto Meta22:21 NFTs, Physical Collectibles & Blockchain30:02 Why Real-World Experiences Are Booming40:36 On-Chain Options & NVIDIA Trading42:34 Crypto Risk Management & Taking Profits

NVIDIA Earnings and RWA Season is HERE with @hunterorrell and @gmoneynft 27.08.2026 57min

The modern finance show.

Trumps Rumored Token, FWA First Launch, Coinbase Listing Memes, and The Bull is Back! 25.08.2026 1h 23min

The modern finance show

KeyboardMonkey Outtrades Memecoiners and Building Yeet 21.08.2026 1h 56min

Modern finance show every Tuesday and Thursday

Trump Pumps Crypto While Stock Market at All Time High 21.08.2026 1h 10min

The modern finance show every Tuesday and Thursday

Rhynotic Talks Fake World Assets and $FWA Future 18.08.2026 1h 34min

Today we are joined by the founder of FWA and TokenWorks.

Full Port 8/13 Market News with Guest 0xQuit 13.08.2026 1h 32min

The modern finance show.