Quantum Scare, Trump vs Iran, and Who Wins Tokenized Stocks!
4 calls on this episode
All calls- BTCLong
“Do I think it is a by the dip opportunity, unless there is really something that we are not aware of it... I think this is a by the dip opportunity”
Quantum scare selloff is overblown; crypto-wide buy-the-dip, expressed via BTC.
$82,516at the call+0.5%since “I personally am nibbling on stuff... I'm just buying weakness... I personally think that the bottom is in”
Dollar-cost averaging into weakness; bottom believed in, though a pullback to the mid-70s is possible.
$82,448at the call+0.5%since“I love this take. I think Aave could be possibly one of the sleeping giants of this move forward.”
Aave positioned to capture onchain lending/stock loan yield as Wall Street back-office moves onchain.
$171.21at the call−0.7%since- MULong
“the numbers are really good, but the stock isn't reacting exactly as I would expect it to... I'm still bullish”
Still bullish on Micron despite muted reaction to good earnings; a show-me story.
$1,069at the call−3.4%since
Pulled from the episode automatically and priced by Indeix at the moment it was said. Not investment advice.
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
- L10:00Intro
- L20:17OpenAI's Math Proofs and Crypto's Quantum Scare
- L37:08Exchange Custody vs Hardware Wallets: Solvency Risk
- L49:15US Government Wallets and Ancient Coins Are Moving
- L511:26What Would a Quantum Attacker Hit First?
- L615:20Market's Red: Buying the Dip Without Being a Hero
- L717:55What 3,000 Wallets Say About Profitable Traders
- L821:15Berkshire, Lennar and Homebuilders as a Rates Trade
- L924:17Collectibles, Pokémon Cards and Coinbase
- L1027:00Who Wins Tokenized Stocks: Robinhood, Solana, Coinbase or Kraken?
- L1130:23Stablecoins All Over Again: USDC on Solana
- L1232:24Tokenized Equity Leaders: Ondo, xStocks, Binance
- L1333:46Prime Brokerage Comes On-Chain
- L1436:19DeFi 2.0: Aave, Uniswap and DeFi 1.0 Archaeology
- L1541:52Stablecoins Buying Treasuries and Bipartisan Crypto
- L1644:35Trump vs Iran: Oil, Strike Headlines and the Midterms
- L1747:13Why Polymarket and Kalshi Could Be Off
- L1849:34Hunter Flags Another ~$1B US Government BTC Move
- L1954:23Grok, Opus and AI Workflows
- L2056:16Samsung and Micron: Good Numbers, No Rerate
- L2157:21Wrap-Up: Cryptographers Weigh In