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

Thursday, October 8, 202659:03gmoney and Hunter Orrell
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In this episode

Is crypto's cryptography actually at risk? After OpenAI's math-proof drop and Justin Drake's "move to fresh wallets" warning, gmoney and Hunter Orrell work out how worried you should be. Then Hunter flags the US government moving another ~$1B of BTC in the middle of the show.

Also on today's Full Port: why the market's red and how to buy the dip without being a hero, what 3,000 on-chain wallets reveal about the traders who actually make money, Berkshire/Lennar and homebuilders as a rates trade, who wins tokenized stocks (Robinhood, Solana, Coinbase or Kraken), why it's "stablecoins all over again," prime brokerage moving on-chain, DeFi 2.0 winners like Aave and Uniswap, stablecoins soaking up Treasury supply, Trump vs Iran heading into the midterms, why Polymarket and Kalshi could be off, and Grok/AI workflows plus Samsung and Micron.

Full Port is the modern finance show. gmoney and Hunter Orrell are live every Tuesday and Thursday at 10:30am ET.

Timing sheet

  1. L10:00Intro
  2. L20:17OpenAI's Math Proofs and Crypto's Quantum Scare
  3. L37:08Exchange Custody vs Hardware Wallets: Solvency Risk
  4. L49:15US Government Wallets and Ancient Coins Are Moving
  5. L511:26What Would a Quantum Attacker Hit First?
  6. L615:20Market's Red: Buying the Dip Without Being a Hero
  7. L717:55What 3,000 Wallets Say About Profitable Traders
  8. L821:15Berkshire, Lennar and Homebuilders as a Rates Trade
  9. L924:17Collectibles, Pokémon Cards and Coinbase
  10. L1027:00Who Wins Tokenized Stocks: Robinhood, Solana, Coinbase or Kraken?
  11. L1130:23Stablecoins All Over Again: USDC on Solana
  12. L1232:24Tokenized Equity Leaders: Ondo, xStocks, Binance
  13. L1333:46Prime Brokerage Comes On-Chain
  14. L1436:19DeFi 2.0: Aave, Uniswap and DeFi 1.0 Archaeology
  15. L1541:52Stablecoins Buying Treasuries and Bipartisan Crypto
  16. L1644:35Trump vs Iran: Oil, Strike Headlines and the Midterms
  17. L1747:13Why Polymarket and Kalshi Could Be Off
  18. L1849:34Hunter Flags Another ~$1B US Government BTC Move
  19. L1954:23Grok, Opus and AI Workflows
  20. L2056:16Samsung and Micron: Good Numbers, No Rerate
  21. L2157:21Wrap-Up: Cryptographers Weigh In
The Rundown

Get the rundown before we go live.

A heads up before every show and a recap after, with the charts and numbers from the episode. Twice a week.