Full Port

Hunter Orrell and Gmoney
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Full Port is the markets, crypto & AI show hosted by gmoney and Hunter Orrell. Every Tuesday and Thursday at 10:30am ET we break down what's moving stocks, crypto and AI, and what it means for your portfolio. Watch full episodes on YouTube: https://www.youtube.com/@FullPortShow

  1. 2d ago

    coinbilly Buys Invisible Friends, Meta Sells Off, and the PHP Bug That Hit Millions

    Meta beat and still sold off. gmoney and Hunter Orrell dig into why (the class C share plan, Meta Muse not monetized yet, and the AI ROI question), gmoney's QQQ hedge and his rules for a red market, and the PHP vulnerability that hit millions of sites, including the AI agent gmoney now runs every hour to patch his own setup. Then coinbilly joins to talk about taking over Invisible Friends: the moment in Kith's office that sparked the deal, the long negotiation, the plan for high-end physical collectibles, staying lean, and why he'd sell Pokémon cards right now.0:00 Intro0:44 Meta Earnings: A Beat, Then a Sell-Off on the Call4:24 gmoney's QQQ Hedge Into a Red Tape5:39 Recreating Business Models: Why Meta Can Still Figure Out Muse7:47 Alexandr Wang, the AI Trade and Staying Patient9:19 Crypto AI Tokens Beat the AI Trade11:28 Hard Assets, Stops and Living to Trade Another Day12:19 The PHP Vulnerability That Hit Millions13:38 gmoney's Hourly AI Security Agent14:34 Is Privacy Going to Zero?17:15 Banks, Quantum Fears and OnlyFans vs. Bitcoin19:57 Claude as Ethics Police? Auditing With Grok, Codex and Opus20:43 Cloudflare, Palo Alto Networks and the Security Trade25:19 Higgsfield Drama and the Move to Local Models26:57 Guest: coinbilly on Buying Invisible Friends31:06 The Moment at Kith That Sparked the Deal33:28 The Vision: Digital Experiments and Physical Collectibles35:28 The Pudgy Penguins Playbook and Higher-End Collectibles40:10 Is Ronnie Fieg Involved?41:18 The Long Negotiation With Markus43:23 AI, Animators and Running a Lean Team47:07 Floor Price, $200K NFTs and the Pokémon Card Bubble52:38 Dream Collabs54:27 Wrap: The Watchlist and Perps (Lighter vs. Hyperliquid)Full Port is live every Tuesday and Thursday at 10:30am ET.gmoney: x.com/gmoneyNFT | Hunter Orrell: x.com/hunterorrell | coinbilly: x.com/coinbillyfullportshow.comNothing in this episode is financial advice.

    coinbilly Buys Invisible Friends, Meta Sells Off, and the PHP Bug That Hit Millions

  2. 4d ago

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

    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 Lighter Chapters0:00 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 Wrap Follow- gmoney: https://x.com/gmoneyNFT- Hunter Orrell: https://x.com/hunterorrell- All shows: https://fullportshow.com Full Port is live every Tuesday and Thursday at 10:30am ET. Nothing in this episode is financial advice. Do your own research.

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

  3. Oct 15

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

    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 lawyers Chapters0:00 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 Trenches Follow- gmoney: https://x.com/gmoneyNFT- Hunter Orrell: https://x.com/hunterorrell- All shows: https://fullportshow.com Full 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

  4. Oct 13

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

    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. Chapters 0:00 Intro 1:07 AI Trade Getting Smashed: CXMT, Elon on China Memory, SK Hynix 8:33 Crypto's Ugly Weekend: Liquidations, Hacks and Scammers 10:20 AI Is Cloning Software: Rebuilding Photoshop with a Prompt 11:57 Shameless Plug: Grok Bot and the Full Port Show Directory 18:24 Nvidia's Vera Rubin Cut Could Be Bullish for Neoclouds 19:41 Midterms in Under 30 Days and Timeline Rage Bait 20:48 Robinhood Chain: Is the Trade Over? 25:33 Papertrade's Launch and Out-Farming the Farmers 29:27 If Everyone's AI Says Buy, It's Not a Buy 32:20 On-Chain Games and the Growing Honeypot 34:02 Blur Winds Down: Pacman, Blast and Reputation 39:06 Consumer Trading Apps: Crypto's Most Cutthroat Vertical 40:32 Abstract Shuts Down: 100 True Fans and Not Launching a Token 47:34 Should You Still Farm Airdrops? 50:48 On-Chain Equities and Lighter 51:36 On-Chain Inference and Cryptography's Weak Spot 52:17 Bots, Slop and Worldcoin: Who Wins Proof of Human? 54:38 Meta's Consumer AI Bet 56:10 Gemini 4 vs Claude: Polymarket's Best-Model Race 58:01 Only 2% of Households Pay for AI 59:51 Wrap-Up Full Port is the modern finance show. gmoney and Hunter Orrell are live every Tuesday and Thursday at 10:30am ET. gmoney: https://x.com/gmoneyNFT Hunter Orrell: https://x.com/hunterorrell Nothing in this video is financial advice. Do your own research.

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

  5. Oct 8

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

    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-up Full Port is the modern finance show, live every Tuesday and Thursday at 10:30am ET. Follow @gmoneyNFT and @hunterorrell on X. Not financial advice.

  6. Oct 6

    Rates, Robinhood vs Solana, and AI Usage Decline!

    The modern finance show! Chapters: 0:00 Intro & Market Overview 1:32 Interest Rates & the Market 10:25 AI Usage Decline & Meta 14:42 SpaceX, Grok & the AI Trade 28:39 AI, 3D Printing & Manufacturing 38:42 Robinhood vs Solana & Tokenized Stocks 44:22 Stocks, Bitcoin & Retail Markets 45:07 Pokémon Cards, OpenSea & On-Chain Trading

  7. Oct 1

    Micron Earnings, HYPE Unlock, and is LIT Bearish?

    The modern finance show! Chapters: 0:00 Intro & MetaMask Security Incident 2:44 Micron Earnings & AI Memory Trade 7:28 Google Gemini, Apple & the AI Race 16:57 Crypto Revenue: Ponds, Stonks & Pump.fun 21:24 HYPE Unlock & Hyperliquid Price Outlook 24:38 Is LIT Bearish? Lighter & Robinhood 33:55 Cognition, Factory AI & VC Drama 47:11 Crypto Funding, ICOs & Venture Capital 55:41 Bitcoin, Interest Rates & Trading Updates

  8. Sep 29

    All Eyes on Macro, NVDA Buybacks, and Trading Updates

    The modern finance show! Chapters: 0:00 Introduction 2:00 Claude Outage & AI Productivity 9:36 OpenAI Dev Day & Anthropic IPO 20:26 NVIDIA Buybacks & AI Stock Trades 27:53 Meta, MongoDB & Micron Earnings 46:38 Hyperliquid, HYPE Unlock & Pump.fun 51:16 Bitcoin, Iran Ceasefire & Macro Outlook 58:44 Tokenized Stocks, NFTs & On-Chain Collectibles

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About

Full Port is the markets, crypto & AI show hosted by gmoney and Hunter Orrell. Every Tuesday and Thursday at 10:30am ET we break down what's moving stocks, crypto and AI, and what it means for your portfolio. Watch full episodes on YouTube: https://www.youtube.com/@FullPortShow

Information

  • Creator
    Hunter Orrell and Gmoney
  • Years Active
    2026
  • Episodes
    21
  • Rating
    Explicit
  • Copyright
    © Hunter Orrell and Gmoney
  • Show Website
    Full Port

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