Full Port

About Full Port

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

Publisher

Hunter Orrell and Gmoney

Category

business

Language

en

Explicit

No

First episode

13 Aug 2026

Latest episode

22 Oct 2026

Latest episodes

21 episodes in the feed.

1. 

   22 Oct 2026

   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.

2. 

   20 Oct 2026

   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 Chapters 0:00 Intro 0:30 The Black Monday That Wasn't 2:06 Korean Neocloud IPO Drops 30%: Be Patient on AI 4:33 Will the Government Backstop AI? Elon vs. Anthropic 7:01 Shout-Outs and the Full Port Call Tracker 8:34 Sophon Shuts Down: Is Consumer Crypto Here Yet? 13:03 IRL Experiences Win in an AI World: The Masters, Kith Ivy and Padel 22:05 Bots, Fake KPIs and Why Venture Scale Doesn't Fit IRL 27:08 SpaceX Reports Tonight: What to Watch 28:33 Meta Earnings and the Hyperscaler CapEx Test 31:00 Sites Blocking AI Agents 33:00 gmoney's Cloudflare Trade and SEO for LLMs 40:01 Bitcoin at $80K, Rate-Hike Odds and the Midterms 42:30 Leopold Levers Up Again: Is AI Positioning Ahead of Itself? 44:00 Patience and Discipline in Trading 47:39 Companies Push Back on Tokenized Stocks 51:35 Perps, Hyperliquid and Lighter 53:01 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.

3. 

   15 Oct 2026

   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 Chapters 0:00 Intro 0:32 Hot CPI, Hotter PPI: Rate-Hike Odds Jump 1:43 Anthropic's Growth Slows and the AI Trade Cracks 3:39 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 Theory 15:15 Bond Supply, Falling Rates and the AI Capex Double-Edged Sword 19:00 Oil, Iran and Whether Rates Have Topped 20:36 Gold Catches a Bid, Bitcoin Reverses 24:55 Crypto Policy, Tokenization and the Robinhood Bull Case 27:37 Bitcoin Levels: $75K, $62K and Still Bullish 32:12 Adobe Gets Slaughtered, Amazon Blocks AI Agents 33:57 gmoney's Walmart Trade and Agentic Shopping 36:20 Selling to Agents, Not People 40:24 AI Accountant Agents vs CPAs and Lawyers 46:22 Shout-Outs and fullportshow.com 46:58 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.

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Apple Podcasts (US)

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1 ratings

Spotify

5.0 / 5

1 ratings

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