Full Port

It's Election Day, and gmoney and Hunter Orrell start with the biggest theft on record: the Binance hack, which Elliptic puts at $6.43B, with about 44% frozen, almost all of it stablecoins. Hunter walks through how the attack worked, gmoney explains why Bitcoin barely flinching looks bullish to him, and they cover what the hack means for AI agents with access to your data.Then the midterms and what markets are watching tonight, Iran headlines and oil, and the CFTC's move to let equity perpetual futures trade on exchanges registered with both the CFTC and the SEC. Hunter calls a perp season, and the two debate Hyperliquid vs Lighter, onchain options and HyperCall (disclosure: gmoney works closely with the HyperCall team), plus companies pushing back on tokenization. They also get into Apple's record quarter and light margin guide, gmoney's first take on the iPhone Duo, working from anywhere with AI agents, and why IP drives Disney park attendance.Chapters00:00 Intro: Election Day, Binance, Apple and the CFTC01:05 Binance Hack: How the Attack Worked04:10 Biggest Theft Ever, and Bitcoin Barely Flinched09:39 A Confidence Game: How Binance Responded10:58 Agents, Data Security and "God Mode"17:18 Views on AI Track Politics19:17 Election Day: What Markets Are Watching23:21 Iran Headlines and Oil27:24 CFTC Clears Equity Perps: Hunter Calls Perp Season29:38 Hyperliquid vs Lighter33:14 HyperCall and the Options Volume Math (Disclosure)35:01 Companies Pushing Back on Tokenization36:30 Apple: Services, Margin Guide and the Safety Trade38:34 gmoney's First Take on the iPhone Duo41:40 Walk and Talk: Working With Voice Models48:25 Amusement Parks and the Six Flags Chart49:28 Disney, IP and the Epcot Frozen Dash55:30 Positions: Holding Through the Midterms58:17 Wrap and Thursday's ShowLive every Tuesday and Thursday at 10:30am ET. gmoney: x.com/gmoneyNFT · Hunter: x.com/hunterorrell · fullportshow.comNot financial advice. #FullPort

Microsoft and Google reported on the same night, and the market split them apart. Alphabet sank after search revenue came in light, while Microsoft beat and spent less on capex than expected. gmoney and Hunter Orrell ask whether Google can disrupt itself before AI search does, and whether to keep holding the AI trade. They also cover the Fed holding rates with two dissenters wanting a hike, blackout warnings, Hunter's cancer-cure receipt, and why AI makes hardware and manufacturing more valuable.Then crypto: ICE (owner of the New York Stock Exchange) taking a stake in Trade.xyz, the biggest market builder on Hyperliquid, the backlash against Pump.fun's $2.5M squads trading competition, and gmoney's contrarian take on token buybacks.In this episode- Alphabet sinks on light search, Microsoft beats with lower capex- The Fed holds, with two dissents in favor of a hike- Blackout warnings, the one-person unicorn and a cancer-cure receipt- Hardware wins: SendCutSend, Stratasys and 3D printing- Robinhood Chain, ICE's stake in Trade.xyz and the Trade.xyz token question- Pump.fun's trading competition backlash and the buyback debateChapters00:00 Intro: MSFT vs GOOGL, Pump.fun and the Fed00:46 The Fed Holds, Two Dissenters Want a Hike01:24 Google Sinks as Search Comes In Light01:56 When Did You Last Google Something?06:11 Revisiting the Show's September Google Call07:27 Microsoft Beats, Spends Less on Capex08:59 Still Holding the AI Trade?09:54 Blackout Warnings and Grid Security13:38 What's a Human Worth in the AI Era?14:26 The One-Person Unicorn16:14 Hunter's Receipt: Cancer Cured by Oct. 2028?16:42 When Software Is Worthless, Hardware Wins20:27 SendCutSend and the AI-to-Factory Pipeline23:06 Robinhood Chain and Split-Session Stock Tokens25:52 Stratasys and the State of 3D Printing27:37 Custom Jewelry, Fashion and a Custom Tesla30:33 Crypto: Vlad Promises to Bull-Post Robinhood Chain31:44 ICE Takes a Stake in Trade.xyz33:47 Should Trade.xyz Launch a Token?35:14 Hypercall and Building on Hyperliquid36:28 Pump.fun's Trading Competition Backlash37:47 Bundlers, Binary Earnings Bets and Full Circle39:44 The Buyback Debate: "Go Buy Google"42:29 Cash Flow Wins: Lessons From Trading Terminals43:35 Token Holder Rights and Opportunistic Buybacks47:02 Top Movers: HYPE, Lighter and the Majors47:45 Google Off the Lows, Bitcoin Still Strong49:37 Fed Wrap: PCE, Oil and a Data-Dependent Fed50:49 Fantasy Football and Sign-Offgmoney: https://x.com/gmoneyNFTHunter Orrell: https://x.com/hunterorrellShow directory: https://fullportshow.comNothing in this episode is financial advice.#FullPort

Anthropic filed its S-1 to list on the Nasdaq under the ticker ANT, Meta upsized a $25B stock sale with Nvidia committing $3B, and Microsoft offered voluntary buyouts to about 60,000 employees. gmoney and Hunter Orrell get into whether the AI slowdown is a speed bump or the top, who figures out consumer AI first, and what buyouts and kiosks mean for jobs. Then crypto: Elon talking down the neoclouds, USD.AI and GPU lending, Robinhood Chain volume drying up while Robinhood runs a $700K crypto sweepstakes, and how memecoins came full circle back to the ICO playbook.Guest Justin Taylor (@TheSmarmyBum), founder of Secret Menu and a marketing executive formerly at Twitter, WWE, Activision and Nike, joins for the second half. He covers what AI is doing to entry-level marketing jobs, his AI stack (Higgsfield, Fireflies, Claude and Muse), the agent he set up to run his Twitter that started posting negative takes, Jack Butcher and the NFT/TCG meta, onchain stocks, fake AI influencers on Instagram, whether people will pay for AI, and why clipping still works.In this episode- Anthropic files its S-1 (ticker ANT)- Meta's $25B stock sale and Nvidia's $3B investment- Microsoft's voluntary buyouts for about 60,000 employees, kiosks and AI jobs- Elon vs. the neoclouds, USD.AI and lending against GPUs- Robinhood Chain volume, Robinhood's $700K crypto sweepstakes, and memecoins coming full circle- Justin Taylor on AI and entry-level marketing jobs, his AI stack, and the agent that ran his Twitter- NFTs and the TCG meta, onchain stocks, and fake AI influencers- Will people pay for AI? Tokenized stocks, creators and clippingChapters0:00 Intro: Anthropic, Nvidia x Meta, Robinhood and Justin Taylor0:41 Anthropic Files Its S-12:50 Meta's Stock Sale to Fund the AI Buildout5:00 Who Figures Out Consumer AI First?9:26 Microsoft's Buyouts: Take the Money or Stay?11:02 McDonald's Kiosks, Tipping and Automation13:49 AI Jobs as an Election Issue14:59 Elon Pulls Up the Ladder on Neoclouds15:40 USD.AI and Who Lends Against GPUs19:20 Crypto Check-In: Fed Week and Buybacks21:24 Robinhood Chain Volume Dries Up23:17 Robinhood's $700K Crypto Sweepstakes24:35 From ICOs to Memecoins: Crypto Comes Full Circle28:42 Why the Trading Terminal Wars Are Ruthless30:29 Guest Justin Taylor Joins33:40 Advice for New Grads Entering an AI Job Market35:55 "Claude Told Me To": AI Without Senior Oversight40:29 The Rise of the AI Sysadmin41:37 Justin's AI Stack: Higgsfield, Fireflies and Claude44:18 gmoney's Setup: One Knowledge Base, Any Model47:16 Justin's AI Agent Ran His Twitter and Went Negative49:13 Jack Butcher, NFT Drops and the TCG Meta52:44 L2 Rotations and Why Robinhood Chain Is Different54:46 Onchain Stocks, Rewards and Stock Gachas57:12 Verifying What's Real in an AI Content Flood1:02:23 Instagram, Higgsfield and Fake AI Influencers1:06:03 Wrappers vs. Models: Is Higgsfield's Strategy Valid?1:09:16 Will Anyone Pay for AI? Vertical Models and Legal Agents1:15:32 Is Crypto Safe From AI Hackers?1:18:41 Tokenized Stocks and the Stablecoin Playbook1:22:57 After the Midterms: Trump and Crypto1:25:17 Justin's Advice for Creators and Young Marketers1:27:40 How Full Port Runs on Agents1:30:04 YouTube Still Matters and the Economics of Clipping1:34:31 Gary Vee on Content Volume1:39:12 Week Ahead: Fed Decision, Big Tech Earnings, BTC OptionsFollow- gmoney: https://x.com/gmoneyNFT- Hunter Orrell: https://x.com/hunterorrell- Justin Taylor: https://x.com/TheSmarmyBum- 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.#FullPort

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.

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.