# Full Port

> Full Port is the markets, crypto and AI show hosted by gmoney and Hunter Orrell. Live every Tuesday and Thursday at 10:30 AM ET.

Free to read, quote and build on. Credit Full Port and link back to fullportshow.com. Nothing here is investment advice. Episode transcripts: each episode's Markdown (linked under its title). Index: https://fullportshow.com/llms.txt

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

Markdown with the transcript: https://fullportshow.com/episodes/2026-10-15.md

Full Port, Thursday, October 15, 2026, 49:41 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-10-15/
- YouTube: https://www.youtube.com/watch?v=B41ajak2fj0
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Hot-PPI--Anthropic-Slows--and-Elons-AI-Game-Theory-e3qiesf
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-10-15.json

### Summary

CPI came in hot yesterday, and PPI came in even hotter today. Rate-hike odds are jumping and there are no rate cuts in sight. gmoney and Hunter Orrell get into what that means for risk assets. Then they cover the bigger story: Anthropic says its revenue growth slowed in Q3, which raises the question of who pays for the AI capex buildout. They also ask whether the news leaked before the headline, whether the government will backstop AI, and the game theory behind Elon talking down memory now that SpaceX is public and Anthropic and OpenAI aren't.

Also on today's Full Port: why falling AI bond supply is pulling rates in, oil and Iran, gold catching a bid while Bitcoin reverses, tokenization and the Robinhood bull case, the Bitcoin levels that would still be bullish ($75K, then about $62K), Adobe getting slaughtered, Amazon blocking AI agents and gmoney's Walmart trade, selling to agents instead of people, and an AI accountant agent that caught mistakes in a CPA's work.

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

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **NVIDIA (NVDA), long** at 2:57: "I sold most of it. I think I have smaller ish positions, much smaller positions. I kept NVIDIA and I kept Nebius." After selling most AI exposure on the Anthropic slowdown news, gmoney kept a smaller NVIDIA position. $215.98 when it was said, +0.4% since, in its favor. [Call](https://fullportshow.com/calls/2026-10-15-02/)
- **Nebius (NBIS), long** at 2:57: "I kept NVIDIA and I kept Nebius." Kept a reduced Nebius position while selling most other AI exposure. $168.82 when it was said, +10.2% since, in its favor. [Call](https://fullportshow.com/calls/2026-10-15-03/)
- **Micron (MU), sold** at 3:06: "I sold out of all my Micron stuff yesterday just because the news coming out on Micron as well as Elon kind of." Exited Micron fully after weak earnings reaction and Elon's bearish memory comments. $887.06 when it was said, +4.1% since. [Call](https://fullportshow.com/calls/2026-10-15-04/)
- **Robinhood (HOOD), long** at 26:14: "This is a bull case for me on Robinhood… I think Robinhood, once again, could not be in a better position." Robinhood is best positioned to win the tokenization race given its active trading user base. $99.20 when it was said, +3.9% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-10-15-12/)
- **Bitcoin (BTC), long** at 29:25: "If you want to be like I would say like be long Bitcoin on like little to no leverage and just understand that we could pull back significantly and still be bullish." Bitcoin made a possible bear-trap low and reversed; gmoney thinks the bottom is in but a pullback to 75K or low 60s would not invalidate the bullish setup. $81,409 when it was said, +0.9% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-10-15-11/)
- **Paper, long** at 48:18: "I think paper falls into a few of those categories right now." Paper is trading up and is seen as creative enough with distribution to have upside among launchpad-era tokens. $0.000101 when it was said, flat since, over days. [Call](https://fullportshow.com/calls/2026-10-15-18/)

### Also came up

- **Anthropic** at 1:43: "I think to me the bigger news in everything is Anthropic."
- **CoreWeave (CRWV)** at 4:22: "That’s why CoreWeave bonds started blowing out on Monday."
- **SpaceX** at 9:16: "SpaceX is now public… they were trying to raise $40 billion in financing for data center buildouts."
- **SK hynix (000660.KS)** at 9:25: "That’s where the weakness of Micron’s coming from, SK Hynix, like, you know, the KOSPI was down again massively overnight."
- **Gold** at 20:36: "Gold has also caught a bid, right, which I think is very interesting"
- **Coinbase (COIN)** at 26:26: "Coinbase, similar position, has their own chain. But I do think that they’re struggling on the consumer trading base."
- **Amazon (AMZN)** at 32:28: "Amazon has taken the position of not allowing Grok, not allowing, uh, Claude or any of these agents to come to their site."
- **Pump.fun (PUMP)** at 47:51: "We obviously have some Pump.fun, uh, drama happening right now. I think the entire launch pad space has gotten incredibly crowded."

### 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

### Clips

- [CPI hot, PPI hotter: no imminent rate cuts](https://www.youtube.com/shorts/9a0WKSHJZsg) (from 0:24)


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

Markdown with the transcript: https://fullportshow.com/episodes/2026-10-13.md

Full Port, Tuesday, October 13, 2026, 1:00:32 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-10-13/
- YouTube: https://www.youtube.com/watch?v=gmguII3DPdc
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/AI-Trade-Selloff--Blur-Shuts-Down--and-Is-Crypto-Next-e3qeqgt
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-10-13.json

### Summary

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.

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

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Micron (MU), long** at 4:06: "I’m probably going to cut down on my – on the exposure on my trade at this point… probably cut the exposure down in half." Memory/AI trade holdings are being trimmed because good earnings aren't producing price reaction and the thesis is partially invalidated, though still bullish long-term. $946.54 when it was said, −2.4% since, against it. [Call](https://fullportshow.com/calls/2026-10-13-05/)
- **Pons, long** at 21:28: "I think the PONS trade, which I said I was still bullish on, I think you have to take a real understanding that the entire macro plus the Robinhood sentiment is really harming that." Still bullish on Pons but macro and fading Robinhood chain euphoria are weighing on it. $0.2983 when it was said, +12.4% since, in its favor. [Call](https://fullportshow.com/calls/2026-10-13-12/)
- **Hyperliquid (HYPE), long** at 50:42: "I still see Hyperliquid as one of the biggest winners there. Hyperliquid, as it comes across the bottom of the screen, even $81 down from its almost $100 peak" On-chain equities coming to chain should benefit Hyperliquid most, despite price slipping from near $100 to $81. $81.11 when it was said, +0.7% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-10-13-16/)
- **Worldcoin (WLD), long** at 52:22: "I do think Worldcoin is one that I keep coming back to. For some reason, this idea of like on-chain verification of human identity is very impactful." Proof-of-human verification becomes crucial amid bots and slop, favoring Worldcoin. $0.5058 when it was said, −0.5% since, against it, long term. [Call](https://fullportshow.com/calls/2026-10-13-19/)
- **Meta, long** at 55:12: "I’m more bullish on Meta than I have previously been, especially when I start to think about like the hardware angle that they’re playing." Meta's consumer/agentic AI focus and hardware angle make it more attractive, and its chart is holding up during the AI selloff. $765.46 when it was said, −4.2% since, against it, over months. [Call](https://fullportshow.com/calls/2026-10-13-21/)

### Also came up

- **NVIDIA (NVDA)** at 2:24: "NVIDIA cutting Vera Rubin forecast for, I believe, for the year or for Q3, almost in half"
- **Broadcom (AVGO)** at 2:46: "The CEO of Broadcom, Hock Tan, was quoted by Bloomberg saying the quote"
- **SK hynix (000660.KS)** at 3:26: "I believe it was SK Hynix that came out with earnings late last week or maybe it was yesterday… hit numbers, numbers were gray, and sells off"
- **Micron (MU)** at 4:41: "I think the most concerning one is Micron in terms of, like, what that chart looks like."
- **Bitcoin (BTC)** at 8:31: "I would have thought that, like, Bitcoin over the weekend based off the timeline was at, like, 70K"
- **Ethereum (ETH)** at 8:57: "Now, ETH is much weaker."
- **Robinhood (HOOD)** at 21:01: "Robinhood is talking about, hey, in our first hundred days, we’ve done billions of volume of tokenized equities."
- **Hyperliquid (HYPE)** at 25:41: "Papertrade… is a 1000x leveraged perps platform built on top of Hyperliquid"
- **Lighter (LIT)** at 51:15: "As well as lighter, who has just gotten the short end of the stick on everything here."
- **Apple (AAPL)** at 53:01: "I assume it will be Apple because they have the biggest distribution and not only software but hardware and the largest amount of trust."
- **Alphabet (GOOGL)** at 56:10: "Gemini, out of the Google camp, they came out with announcements of Gemini 4… now a 50-50 toss-up between Gemini and Claude to have the best model by the end of 2026"
- **Anthropic** at 56:33: "There’s now a 50-50 toss-up between Gemini and Claude to have the best model by the end of 2026"

### 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

### Clips

- [Crypto Scams Are Surging: Protect Your Wallet Now](https://www.youtube.com/shorts/cPewlDUdINk) (from 9:03)
- [AI Rebuilt My Software—and Saved Me $75 a Month](https://www.youtube.com/shorts/OFZmt7jfC7U) (from 10:36)
- [AI for Productivity or Profit? The Tools Winning Now](https://www.youtube.com/shorts/CHwkFjzjTLQ) (from 14:52)
- [AI Website Builder: Create a Website Without Coding](https://www.youtube.com/shorts/QHJOn1ng7do) (from 23:49)
- [PaperTrade Airdrop Farming: Why Everyone Needs a Better Strategy](https://www.youtube.com/shorts/XrvFCnSEloA) (from 25:25)
- [Hyperliquid’s Growing Honeypot: Can Anyone Break the Game?](https://www.youtube.com/shorts/mpPDpz_sGCI) (from 32:11)
- [Why Not Launching the Token Was the Right Move](https://www.youtube.com/shorts/zzun7pPls_w) (from 42:52)
- [Why Pudgy Penguins Skipped a Token—and Focused on Web2](https://www.youtube.com/shorts/IIPUjTaYEzI) (from 46:11)
- [Worldcoin Could Solve the Internet’s Bot Problem](https://www.youtube.com/shorts/WRzusedMprE) (from 52:07)


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

Markdown with the transcript: https://fullportshow.com/episodes/2026-10-08.md

Full Port, Thursday, October 8, 2026, 59:03 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-10-08/
- YouTube: https://www.youtube.com/watch?v=lV-dhJmYiug
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Quantum-Scare--Trump-vs-Iran--and-Who-Wins-Tokenized-Stocks-e3q5uh9
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-10-08.json

### Summary

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.

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Bitcoin (BTC), long** at 5:05: "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. $82,516 when it was said, −0.5% since, against it. [Call](https://fullportshow.com/calls/2026-10-08-01/)
- **Bitcoin (BTC), long** at 15:38: "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. $82,448 when it was said, −0.4% since, against it. [Call](https://fullportshow.com/calls/2026-10-08-03/)
- **Aave, long** at 37:04: "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. $171.21 when it was said, −8.0% since, against it, long term. [Call](https://fullportshow.com/calls/2026-10-08-10/)
- **Micron (MU), long** at 56:18: "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. $1,069 when it was said, −13.6% since, against it. [Call](https://fullportshow.com/calls/2026-10-08-18/)

### Also came up

- **Solana (SOL)** at 10:27: "This is probably bullish for Solana, right? Like as a joke, right?"
- **Coinbase (COIN)** at 25:18: "Coinbase is likely in a better position than many others, because they are able to do this bargain against stocks"
- **Robinhood (HOOD)** at 27:14: "Robinhood leads about two to one over Solana"
- **Uniswap (UNI)** at 37:37: "I mean, I just think this got overextended, right? To two degree… Still a great product. I think it’s here to stay, but I got a little frothy there."
- **Curve (CRV)** at 38:49: "Curve was very focused on stablecoins, right? And it was like stablecoin liquidity. But I don’t know."
- **Convex (CVX)** at 39:10: "And then I think there’s like convex, which is. Convex."
- **Anthropic** at 56:12: "A lot of it is people are a little concerned about Anthropic and the IPO that should be coming within, again, the next before the end of the year"

### Chapters

- 0:00 Intro
- 0:17 OpenAI's Math Proofs and Crypto's Quantum Scare
- 7:08 Exchange Custody vs Hardware Wallets: Solvency Risk
- 9:15 US Government Wallets and Ancient Coins Are Moving
- 11:26 What Would a Quantum Attacker Hit First?
- 15:20 Market's Red: Buying the Dip Without Being a Hero
- 17:55 What 3,000 Wallets Say About Profitable Traders
- 21:15 Berkshire, Lennar and Homebuilders as a Rates Trade
- 24:17 Collectibles, Pokémon Cards and Coinbase
- 27:00 Who Wins Tokenized Stocks: Robinhood, Solana, Coinbase or Kraken?
- 30:23 Stablecoins All Over Again: USDC on Solana
- 32:24 Tokenized Equity Leaders: Ondo, xStocks, Binance
- 33:46 Prime Brokerage Comes On-Chain
- 36:19 DeFi 2.0: Aave, Uniswap and DeFi 1.0 Archaeology
- 41:52 Stablecoins Buying Treasuries and Bipartisan Crypto
- 44:35 Trump vs Iran: Oil, Strike Headlines and the Midterms
- 47:13 Why Polymarket and Kalshi Could Be Off
- 49:34 Hunter Flags Another ~$1B US Government BTC Move
- 54:23 Grok, Opus and AI Workflows
- 56:16 Samsung and Micron: Good Numbers, No Rerate
- 57:21 Wrap-Up: Cryptographers Weigh In

### Clips

- [Why OpenAI's Math Proofs Sparked the Quantum Scare](https://www.youtube.com/shorts/Qo6gcbfGIzI) (from 0:00)
- [Quantum Panic Is a Buy-the-Dip](https://www.youtube.com/shorts/vi-OvhB8o3s) (from 4:11)
- [The Bottom Is In, But Don't Be a Hero](https://www.youtube.com/shorts/YBiXzZeoduE) (from 16:20)
- [hunter on why Coinbase could win tokenized assets](https://www.youtube.com/shorts/bkEQZYTPOBE) (from 25:48)
- [Solana vs. Robinhood: Who Has the Distribution Advantage?](https://www.youtube.com/shorts/Rly5m0Ww7zA) (from 28:04)
- [Kraken Wants to Be Infrastructure for Tokenized Stocks](https://www.youtube.com/shorts/SR9EYptmswU) (from 29:11)
- [Binance Will Throw Its Weight Behind Tokenized Stocks](https://www.youtube.com/shorts/yxL8p7qqybc) (from 31:32)
- [Trump vs Iran Is Back: Oil at $92](https://www.youtube.com/shorts/1o5JzA60zjU) (from 43:43)
- [gmoney on why a strike on Iran doesn't make sense](https://www.youtube.com/shorts/lNiAZnxzkRE) (from 45:17)
- [The US Government Just Moved $1B in Bitcoin](https://www.youtube.com/shorts/GKEJgZd2ZdQ) (from 49:57)
- [Why Fresh Wallets Matter for Quantum Risk](https://www.youtube.com/shorts/IFdDEmAdjlA) (from 50:53)
- [How I Use Grok in My Workflow](https://www.youtube.com/shorts/RuNmFE-CU-Q) (from 54:21)
- [Micron: great numbers, flat stock](https://www.youtube.com/shorts/kHV8tYwG8lE) (from 55:38)
- [Leverage cuts both ways](https://www.youtube.com/shorts/EVPTqHqWBnY)


## Rates, Robinhood vs Solana, and AI Usage Decline!

Markdown with the transcript: https://fullportshow.com/episodes/2026-10-06.md

Full Port, Tuesday, October 6, 2026, 58:53 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-10-06/
- YouTube: https://www.youtube.com/watch?v=rxuyBLgWc68
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Rates--Robinhood-vs-Solana--and-AI-Usage-Decline-e3q0kj1
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-10-06.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Micron (MU), long** at 0:57: "Overall, still have my options positions on" Update on his Micron options trade: he was stopped out of the perp position at the lows after earnings but still holds options, which he prefers for the defined risk. $1,065 when it was said, −13.3% since, against it. [Call](https://fullportshow.com/calls/2026-10-06-01/)
- **Bitcoin (BTC), long** at 7:50: "In these scenarios, right, like it’s basically like you’re increasing liquidity. So I think Bitcoin obviously does well, crypto in general does well." If rates fall and liquidity rises, Bitcoin and crypto broadly should benefit. $86,056 when it was said, −4.6% since, against it. [Call](https://fullportshow.com/calls/2026-10-06-06/)
- **SpaceX, long** at 14:38: "SpaceX, $175, absolutely on… I’ve got a position on" SpaceX is breaking out at $175, and both hosts have been bullish since well below that price. $174.80 when it was said, −15.1% since, against it, long term. [Call](https://fullportshow.com/calls/2026-10-06-11/)
- **SpaceX, long** at 17:23: "If let’s say less than 5% of funds own SpaceX, and you know, the float is probably really low, like that, like it could, it could be set up pretty nicely to start squeezing" Funds are under-positioned and the float is low, so a squeeze is possible if institutions pile in. $174.89 when it was said, −15.1% since, against it. [Call](https://fullportshow.com/calls/2026-10-06-12/)

### Also came up

- **Nasdaq 100 ETF (QQQ)** at 2:50: "The stock market, the QQQs are at all time"
- **Meta** at 10:23: "Oh, meta came out. And actually gave some guidance on this and saying we’re going"
- **Microsoft (MSFT)** at 10:55: "As well as Microsoft, I think Microsoft went up yesterday"
- **Anthropic** at 12:42: "What does this mean for anthropics ARR, especially going into an IPO in the next what people"
- **Meta** at 21:06: "Meta is really taking over the wearable space and trying to own that space"
- **Apple (AAPL)** at 21:14: "Against Apple, who I think is way behind for either good or bad reasons"
- **Tesla (TSLA)** at 21:20: "But Tesla is really the one that’s like, look, yeah, we do grok"
- **OpenAI** at 26:57: "This is why open AI investing heavily into these humanoid companies is so interesting to me"
- **Solana (SOL)** at 38:39: "I did want to make sure we like mentioned this Solana, Robinhood base"
- **Robinhood (HOOD)** at 40:37: "I think of those three, I think Robinhood probably has the most mindshare"
- **Ondo** at 41:08: "Number two issuer behind Ondo, in terms of tokenized stocks on Chain"
- **Backpack** at 42:32: "I know there’s the backpack token, which is also up there"
- **Coinbase (COIN)** at 44:05: "Yeah, so Kraken, Coinbase, Solana, Robinhood, all finding out for that"
- **Hyperliquid (HYPE)** at 44:27: "I very rarely get asked about, like crypto specific tokens besides, you know, like hype"
- **Bitcoin (BTC)** at 44:45: "Whereas Bitcoin still down what 40% from the highs"
- **Cards** at 46:42: "Cards has actually been been doing really, really well. Yeah. Over the last few weeks"

### 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

### Clips

- [gmoney on high rates and record-high stocks](https://www.youtube.com/shorts/lBKDOQ5__C8) (from 2:08)
- [gmoney on Berkshire adding to Lennar as a rates bet](https://www.youtube.com/shorts/RKCRnqYAWyY) (from 3:51)
- [hunter on lower rates and a possible blow-off top](https://www.youtube.com/shorts/Aj4PdEFy_d0) (from 8:41)
- [hunter on getting asked about stocks instead of crypto](https://www.youtube.com/shorts/qFjQKnStlKI) (from 44:06)


## Micron Earnings, HYPE Unlock, and is LIT Bearish?

Markdown with the transcript: https://fullportshow.com/episodes/2026-10-01.md

Full Port, Thursday, October 1, 2026, 58:40 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-10-01/
- YouTube: https://www.youtube.com/watch?v=iT_6L7Qwhso
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Micron-Earnings--HYPE-Unlock--and-is-LIT-Bearish-e3pn9tg
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-10-01.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Micron (MU), long** at 3:13: "I went long into the print, I bought some calls for November and then I put on a position in perps." gmoney went long Micron into earnings through November calls and a perp, reading the guidance, the capital return plans and tight supply into 2028 as bullish. $1,044 when it was said, −11.5% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-10-01-02/)
- **Micron (MU), long** at 4:36: "I bought some more this morning and then I basically just hit it out. I got out of it at like 1033" He sold the stock/perp trade near 1033 after a weak open but kept his November calls and stays bullish on re-rating from LTA visibility. $1,042 when it was said, −11.4% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-10-01-03/)
- **Pons, long** at 18:45: "My take here, I’m still a bull. I’m very bullish on Pons." Pons has established itself as a launchpad cornerstone with about $1M a day in revenue, and Robinhood chain distribution could drive more users. $0.5230 when it was said, −35.9% since, against it, over months. [Call](https://fullportshow.com/calls/2026-10-01-07/)
- **Stonk, neutral** at 19:50: "Do you think STONK.fun will be the end game winner here? I don’t think so. I don’t, you know, absolutely, I’m not fully bought into it." Host doubts Stonk.fun will be the end-game launchpad winner and is not bought in. $0.2258 when it was said, −46.1% since. [Call](https://fullportshow.com/calls/2026-10-01-09/)
- **Pump.fun (PUMP), long** at 20:06: "I do think Pump is still the AAA grade golden example of if you want something that makes money, has distribution, has the marketing… I do think that that is still a goodbye." Pump leads the launchpad trade on revenue and distribution, and the host would bid strength into weakness after a 3x off the lows. $0.00543 when it was said, −16.6% since, against it, over months. [Call](https://fullportshow.com/calls/2026-10-01-10/)
- **Hyperliquid (HYPE), long** at 21:32: "I’m bullish… I don’t see the bear case." Host is bullish on Hyperliquid, citing outside demand for the unlock and multi-year price targets of $285 to $315. $88.58 when it was said, −7.8% since, against it, long term. [Call](https://fullportshow.com/calls/2026-10-01-11/)
- **Hyperliquid (HYPE), long** at 22:56: "This hype kind of looks a little juicy for, you know, probably buy some here, give it to the low from like yesterday, whatever that low is, 84-ish." A roughly $300M OTC purchase of the unlocked tokens removed the overhang, which gmoney reads as crazy bullish. $88.74 when it was said, −8.0% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-10-01-12/)
- **Ethena (ENA), neutral** at 54:55: "I don’t know if I’m a buyer right now at these numbers, I’d like the dust to settle maybe a little bit and get some directional stability." After a strong September run and Standard Chartered's 8x target, the host wants stability before buying Ethena. $0.2491 when it was said, −18.3% since. [Call](https://fullportshow.com/calls/2026-10-01-19/)
- **Ethena (ENA), long** at 55:25: "I think you just want to be trying to buy strong stocks, add support, you could buy it here and probably give to whatever that number is. I can’t tell. $0.24?" gmoney says he doesn't know ENA well but would buy it at support with a stop below about $0.24. $0.2490 when it was said, −18.2% since, against it, over days. [Call](https://fullportshow.com/calls/2026-10-01-20/)
- **Bitcoin (BTC), long** at 55:39: "I think Bitcoin has held in strong after what came out yesterday, the PCE number yesterday. And so, yeah, you probably buy it." Bitcoin held up after the PCE data and looks stronger than gold, so gmoney would buy here with a stop at the recent low. $84,046 when it was said, −2.3% since, against it, over days. [Call](https://fullportshow.com/calls/2026-10-01-21/)

### Also came up

- **Alphabet (GOOGL)** at 7:34: "Bloomberg ran an article on Gemini, and their new model that came out"
- **Meta** at 8:50: "I just brought up Meta to see how Meta is doing comparatively and Meta’s like holding in."
- **Apple (AAPL)** at 12:48: "That could be the multi trillion dollar play that Apple is officially taking. I don’t know"
- **Robinhood (HOOD)** at 19:18: "As Robinhood pushes harder on the tokenization of equities and RWAs, and they more integrate crypto into their app"
- **Lighter (LIT)** at 25:08: "Lighter had Robinhood do them so dirty during the Robinhood summit, where Robinhood was like, hey, actually, we’re going to go work with Bitstamp"
- **Ethena (ENA)** at 53:30: "We also saw some target prices come out of standard chartered yesterday, basically calling for an 8x over the next two years on Ethena pricing."
- **Venice Token (VVV)** at 54:24: "I do know VVV also getting a lot of mentions near having a little bit of a pullback"
- **Gold** at 55:46: "I was playing that breakdown off of gold, and it didn’t break down. And gold is, I guess, holding that low for now."

### 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

### Clips

- [Micron Earnings, AI Trade, & Hyperliquid Lighter Update!](https://www.youtube.com/shorts/QZV5OXFbKnw) (from 0:13)
- [Crypto Startup_Funding  Reinvest or Buy Back](https://www.youtube.com/shorts/eOCZvUKqjRE) (from 0:52)
- [Sold Perp Position_Capital Returns & Tight Supply!](https://www.youtube.com/shorts/NGg6duBHX6c) (from 3:23)
- [AI Slowdown  Trading Strategy & Being Wrong](https://www.youtube.com/shorts/gopKO-aUPbA) (from 6:27)
- [Crazy Bullish_Token Price Reacts Positively!](https://www.youtube.com/shorts/PQVbcH3AZeg) (from 22:17)
- [Hyperliquid Crypto_Bullish Buy Signal Emerging Now!](https://www.youtube.com/shorts/PuYPMkFZ2NY) (from 22:39)
- [Robinhood & Bitstamp  The Retail Flow Game Changer!](https://www.youtube.com/shorts/a2TQQzVxkSM) (from 28:05)
- [Crypto Buzzsaw  Robinhood's Shocking Move Explained!](https://www.youtube.com/shorts/U4FHZelu7YU) (from 28:45)
- [Investor Power_Why Big Investors Trump Angels & ICOs](https://www.youtube.com/shorts/BQ-wMy6NJPg) (from 39:24)
- [Want dividends? Buy Apple.](https://www.youtube.com/shorts/0b6u8WiwXh4) (from 49:08)
- [Ethena's Crypto Surge  8X Price Target Revealed!](https://www.youtube.com/shorts/qt0SFTfXlC8) (from 53:31)
- [US Interest Rates Topping  Equities & AI Sector Update](https://www.youtube.com/shorts/wZhYNHFBiZk) (from 56:15)


## All Eyes on Macro, NVDA Buybacks, and Trading Updates

Markdown with the transcript: https://fullportshow.com/episodes/2026-09-29.md

Full Port, Tuesday, September 29, 2026, 1:10:45 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-09-29/
- YouTube: https://www.youtube.com/watch?v=1l2nh_S-bVw
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/All-Eyes-on-Macro--NVDA-Buybacks--and-Trading-Updates-e3pivk5
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-09-29.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **NVIDIA (NVDA), long** at 26:05: "I bought NVIDIA, I started buying around like the 208 level, I still have my calls… I’m still long" The host is long NVDA calls bought near 208, nothing has changed, and the buyback signals management sees the stock as cheap with good cash flow visibility. $231.49 when it was said, −6.2% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-29-07/)
- **Nebius (NBIS), long** at 27:17: "Nvidia, Nebius and Micron are kind of like my three horsemen in the AI trade for right now that, you know, I’m just I have long term calls" Nebius is one of the host's three core AI holdings, held through long-term calls expected to rerate higher. $244.85 when it was said, −24.0% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-29-08/)
- **Micron (MU), long** at 34:10: "I want to buy calls into the print… I’ll probably buy some short term calls, and then maybe like bigger size and some longer term calls" The host holds long-term Micron calls, plans to add short-dated calls into tomorrow's earnings, and thinks a buyback is possible but under 20% likely. $1,078 when it was said, −14.3% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-09-29-06/)
- **Apple (AAPL), long** at 45:31: "I think this is Apple’s game to lose" Apple is best placed to win privacy-first edge compute given its device ecosystem and user trust. $332.48 when it was said, +2.7% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-09-29-12/)
- **Hyperliquid (HYPE), long** at 46:38: "I think the advisory from the SEC on an STFC on token buybacks is a very strong case for Hyperliquid… Nobody has a builder program like Hyperliquid" Hyperliquid is favored for its revenue, buybacks, regulatory alignment and distribution, though the host is waiting for the token unlock to stabilize. $87.18 when it was said, −6.3% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-29-13/)
- **Pons, long** at 48:00: "Another bullish unlock on Pons, another one that has been a very, a very notable part of this revenue conversation" Pons is cited as one of the main revenue-generating tokens with strong distribution. $0.5399 when it was said, −37.9% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-29-14/)
- **Pump.fun (PUMP), long** at 49:08: "I’m expecting more out of this company… pump also nobody has a distribution marketing campaign" Pump.fun is bullish for its distribution, constant product experimentation and revenue, and its chart is strong. $0.00575 when it was said, −21.3% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-29-16/)
- **Bitcoin (BTC), short** at 52:21: "Gold, which broke down yesterday. That’s why I put on my Bitcoin short. Yesterday, I covered it. I covered it this morning" The host shorted Bitcoin after gold broke down, covered this morning near the high, and may re-enter since BTC trades with gold as a liquidity trade. $83,160 when it was said, −1.2% since, in its favor, over days. [Call](https://fullportshow.com/calls/2026-09-29-19/)
- **Bitcoin (BTC), short** at 53:54: "I don’t think like seven to 76 K region is like totally out of the question" The host sees a possible gap-fill lower toward 76K for Bitcoin if gold keeps selling off. $83,197 when it was said, −1.3% since, in its favor, over days. [Call](https://fullportshow.com/calls/2026-09-29-21/)
- **Coinbase (COIN), avoid** at 59:03: "I disagree with the reaction of everybody thinking this is going to be a massive profit and revenue center for Coinbase" The co-host doubts Coinbase's new on-chain collectible cards will be a big revenue driver since its users come to trade crypto and it lacks the marketing and distribution. $190.79 when it was said, −4.5% since, in its favor. [Call](https://fullportshow.com/calls/2026-09-29-24/)

### Also came up

- **Anthropic** at 1:14: "Anthropic announcing IPO intentions here"
- **Bitcoin (BTC)** at 1:36: "Bitcoin, which is around $83,000 right now, could have a move up towards 87 or be flirting with the $80,000 floor."
- **Meta** at 5:32: "Metas move into their little key chain is probably their most impactful hardware launch"
- **NVIDIA (NVDA)** at 20:36: "NVIDIA announcing a massive, I mean like, 130 to $100 billion buyback program"
- **Meta** at 33:26: "Basically, like off the lows, it’s up almost it looks like 50%, right in the last month and a half"
- **Cards** at 48:35: "I want to talk about was cards, which is Collector Crypt. All these companies have great volume"
- **Stonk** at 49:27: "When you think about copies like stonk.fun, you really have to understand distributions, the end game"
- **Gold** at 52:21: "The price of gold, which broke down yesterday"
- **Solana (SOL)** at 56:21: "Solana has finally found a way to bring on more equity exposure than Robin Hood"
- **Robinhood (HOOD)** at 56:21: "A huge contestant to the Robinhood on chain equities market"
- **FWA** at 59:30: "FWA is a great example of this. Look at all the money they generate, all the volume they generate."

### 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

### Clips

- [AI is the drug dealer](https://www.youtube.com/shorts/0DrWU5z_6Ro) (from 12:02)
- [Nvidia's Buyback  Stock Too Cheap](https://www.youtube.com/shorts/jslnhddaEDU) (from 20:53)
- [Nvidia's Buyback  Stock Too Cheap](https://www.youtube.com/shorts/oU8wbdaYpr8) (from 20:53)
- [AI Stocks Surge  NVIDIA, Nebius, Micron   My Long Term Calls](https://www.youtube.com/shorts/LF2fRvbt42s) (from 26:35)
- [Stock Plummets Billions  Talent Poached or Reputation Damaged](https://www.youtube.com/shorts/n6UE5XK5sKI) (from 31:23)


## Bonds Disaster, Meta Muse, and HYPE Prediction plus Trading Updates

Markdown with the transcript: https://fullportshow.com/episodes/2026-09-24.md

Full Port, Thursday, September 24, 2026, 1:07:19 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-09-24/
- YouTube: https://www.youtube.com/watch?v=n7-jkcgCIIc
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Bonds-Disaster--Meta-Muse--and-HYPE-Prediction-plus-Trading-Updates-e3pbcjc
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-09-24.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Bitcoin (BTC), long** at 6:26: "It looks like maybe we put in the bottom on that for, for this pullback, at least like short term." Bitcoin has been strong and the pullback may have bottomed, with Treasury yield curve control seen as bullish for hard assets. $84,535 when it was said, −2.9% since, against it. [Call](https://fullportshow.com/calls/2026-09-24-04/)
- **Micron (MU), long** at 8:39: "Micron has earnings next week. I actually was thinking of buying some calls yesterday." Micron could gap up on earnings with a possible buyback after the stock has done nothing for a quarter despite heavy cash generation. $1,054 when it was said, −12.4% since, against it, over days. [Call](https://fullportshow.com/calls/2026-09-24-06/)
- **Meta, long** at 29:28: "I think that meta is highly undervalued for them actually taking over a large portion of the wearables market, as well as taking over a large portion of the consumer agentic market." Meta's Muse agent, wearables, memory data advantage and election-season ad spend support a rerating. $768.42 when it was said, −4.6% since, against it, over months. [Call](https://fullportshow.com/calls/2026-09-24-09/)
- **Snap, avoid** at 33:37: "Until that changes, like, there’s no reason for anybody to own this, right?" Dilution from stock options and Evan Spiegel's pay plus uncompetitive glasses make Snap unattractive. $5.31 when it was said, +20.3% since, against it. [Call](https://fullportshow.com/calls/2026-09-24-11/)
- **Bitcoin (BTC), long** at 46:31: "I’m a buyer into some of this weakness. I think a lot of people are getting spooked out here." Market-wide crypto call: buying weakness as the Treasury is expected to act and crypto shows a breakout directionality. $84,036 when it was said, −2.3% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-09-24-13/)
- **NEAR Protocol (NEAR), long** at 47:21: "I traded near a little bit small position, just because it’s been strong and it’s still strong." Took a small position in NEAR because of relative strength versus Bitcoin. $4.47 when it was said, +17.5% since, in its favor, over days. [Call](https://fullportshow.com/calls/2026-09-24-14/)
- **Bitcoin (BTC), long** at 49:16: "I’d rather bid than not bid on Bitcoin." Policy makers don't want a pain trade so pullbacks will be bought, though caution until gold strengthens. $84,092 when it was said, −2.3% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-09-24-16/)
- **Lighter (LIT), long** at 50:23: "The names I’m focused on right now are lighter lit, Hyperliquid, Pump, the theme here, probably revenue producing protocols." Focus on revenue-producing crypto protocols. $5.26 when it was said, −42.3% since, against it. [Call](https://fullportshow.com/calls/2026-09-24-17/)
- **Hyperliquid (HYPE), long** at 50:23: "The names I’m focused on right now are lighter lit, Hyperliquid, Pump, the theme here, probably revenue producing protocols." Focus on revenue-producing crypto protocols. $92.38 when it was said, −11.6% since, against it. [Call](https://fullportshow.com/calls/2026-09-24-18/)
- **Pump.fun (PUMP), long** at 50:23: "The names I’m focused on right now are lighter lit, Hyperliquid, Pump, the theme here, probably revenue producing protocols." Focus on revenue-producing crypto protocols. $0.00385 when it was said, +17.7% since, in its favor. [Call](https://fullportshow.com/calls/2026-09-24-19/)
- **Ethereum (ETH), long** at 50:41: "Over the two, I’m bidding Ethereum a little bit more than Bitcoin." Ethereum looks set to outperform Bitcoin. $2,670 when it was said, −8.7% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-09-24-20/)
- **PunkStrategy, long** at 55:14: "I bought Punk Strategy token… I could see how there could be value accrual to this long term." Bought at a high, now up 2.5x off lows as FWA's punk buying feeds its flywheel. $0.0153 when it was said, −30.5% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-24-23/)
- **FWA, long** at 57:02: "I think the play, the way to make money here, wait till the backing gets down to single digit ETH." Buy FWA when the crypto punk backing drops, since spins increase and the token tends to bounce; plans to take the trade. $0.0155 when it was said, −40.3% since, against it, over days. [Call](https://fullportshow.com/calls/2026-09-24-22/)
- **Uniswap (UNI), long** at 59:04: "Uniswap is part of the pipes and infrastructure, the pipes and sewers that are going to make the crypto ecosystem go round." Uniswap benefits from Robinhood Chain adoption, V4 hooks, and new stablecoin chains settling on it, with possible buyback guidance. $9.22 when it was said, −19.4% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-24-25/)
- **NEAR Protocol (NEAR), long** at 1:01:06: "Uniswap is interesting near is interesting and ETH as well, like where you can kind of trade them, lever it on perps" NEAR sits at the intersection of privacy, AI and revenue and is strong on the chart; looking to trade it, possibly on perps. $4.50 when it was said, +16.6% since, in its favor, over days. [Call](https://fullportshow.com/calls/2026-09-24-27/)
- **Ethereum (ETH), long** at 1:01:39: "I think that Uniswap is interesting near is interesting and ETH as well, like where you can kind of trade them, lever it on perps" ETH, UNI and NEAR are interesting trades, possibly levered on perps. $2,675 when it was said, −8.9% since, against it, over days. [Call](https://fullportshow.com/calls/2026-09-24-28/)

### Also came up

- **Oracle (ORCL)** at 4:04: "Oracle got hit this morning because they declared force majeure on their data center build out"
- **Nebius (NBIS)** at 5:23: "Nebius is at the highs of the day. So maybe if less data centers are getting built because costs are out of control"
- **Micron (MU)** at 12:18: "I know the Micron call strikes were I think for like early October expiration, the thousand dollar strike."
- **Apple (AAPL)** at 31:24: "Some of these other companies like Apple, who has been a laggard in the physical space."
- **Hyperliquid (HYPE)** at 45:51: "We’ve had Hyperliquid, if you want to pull that up on the chart, flirting with $100."
- **Gold** at 47:33: "If gold gets above like 4400, then it’s like, okay, now I do think"

### Chapters

- 0:00 Introduction
- 1:44 Bond Market Disaster & Rising Rates
- 8:41 Micron Earnings & AI Trade
- 18:16 Meta Muse, AI Agents & Smart Glasses
- 45:28 Bitcoin, Ethereum & Crypto Market
- 52:24 FWA, CryptoPunks & NFT Trades
- 58:44 HYPE Price Prediction & Crypto Trades


## META All Time High, Kalshi Drama, and Crypto is in a BULL MARKET plus Trading Updates

Markdown with the transcript: https://fullportshow.com/episodes/2026-09-22.md

Full Port, Tuesday, September 22, 2026, 1:24:26 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-09-22/
- YouTube: https://www.youtube.com/watch?v=pggujihm5Vg
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/META-All-Time-High--Kalshi-Drama--and-Crypto-is-in-a-BULL-MARKET-plus-Trading-Updates-e3p8qmn
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-09-22.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Nebius (NBIS), long** at 1:14:36: "NBIS, also, like, this is my very technical reverse head and shoulders, right?… we break down that trend line above 260 should start going higher." Technical view of a reverse head and shoulders pattern with a breakout above the 260 trendline pointing higher. $236.51 when it was said, −21.3% since, against it. [Call](https://fullportshow.com/calls/2026-09-22-10/)
- **Micron (MU), long** at 1:16:53: "I’m still I’m still very long Micron." Host stays long the AI compute and memory names, expects memory demand to rise exponentially with AI agents, and plans to buy Micron more. $1,071 when it was said, −13.8% since, against it. [Call](https://fullportshow.com/calls/2026-09-22-12/)
- **Gold, long** at 1:18:23: "Gold looks like it’s ready to go too.… Looks like it’s getting ready to go higher. I would say this, I would buy, I would be buying this chart." Gold looks poised to go higher on the chart. $4,329 when it was said, −3.8% since, against it. [Call](https://fullportshow.com/calls/2026-09-22-13/)
- **Bitcoin (BTC), long** at 1:19:21: "I’m bullish right here. It feels better than ever to be not only in the equities market, but the crypto market." Market-wide crypto bullishness after regulatory clarity and risk-on moves; BTC used as the broad crypto proxy. $86,284 when it was said, −4.8% since, against it. [Call](https://fullportshow.com/calls/2026-09-22-14/)
- **Micron (MU), long** at 1:22:46: "If I’m doing anything after the show, I’m probably buying Micron." Expects the AI sector to be significantly higher by Thursday's show. $1,059 when it was said, −12.8% since, against it, over days. [Call](https://fullportshow.com/calls/2026-09-22-16/)

### Also came up

- **Hyperliquid (HYPE)** at 50:45: "You need to be have 500k hype to be a proper deployer, right?"
- **Hyperliquid (HYPE)** at 54:33: "This is kind of what HYPE was trying to say they wanted to build. Right. Like they were like, oh, we’re going to democratize access. But now it’s a whale game."
- **Meta** at 1:05:08: "All time high yesterday, all time high today."
- **Micron (MU)** at 1:14:04: "He bought a lot of like short dated calls, I think he has the Micron thousand dollar calls."
- **NVIDIA (NVDA)** at 1:14:36: "And then where is Nvidia? And video back close towards like post earning highs."

### Chapters

- 0:00 Introduction
- 2:32 Kalshi Drama & Prediction Markets
- 16:18 Simran Joins: TradFi, Oil & Commodities
- 24:36 Tokenized Stocks, RWAs & 24/7 Trading
- 35:52 Tokenized Equities & Crypto Markets
- 48:30 Monaco, Social Trading & New Markets
- 1:02:18 Crypto Bull Market & Trading Updates
- 1:04:54 META All Time High & the AI Trade

### Clips

- [hunter says the last 24 hours of conversations have been next level](https://www.youtube.com/shorts/abXFNmcyzT8) (from 2:19)
- [gmoney on what is inverse bra in crypto](https://www.youtube.com/shorts/8qi2gNfbsaw) (from 5:07)
- [Simran on the day oil went negative at goldman](https://www.youtube.com/shorts/RRe7Zi39Eng) (from 16:47)
- [Why oil went negative](https://www.youtube.com/shorts/Y6pASY7aMOo) (from 19:54)
- [05 simran best trading infra is built by traders for traders 1m28 1](https://www.youtube.com/shorts/5LUn3ePrfew) (from 21:32)


## SEC Approves Tokenized Stocks, Arc Mainnet, and Market News and Trading Updates

Markdown with the transcript: https://fullportshow.com/episodes/2026-09-17.md

Full Port, Thursday, September 17, 2026, 1:09:36 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-09-17/
- YouTube: https://www.youtube.com/watch?v=i0DjKhNDqbk
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/SEC-Approves-Tokenized-Stocks--Arc-Mainnet--and-Market-News-and-Trading-Updates-e3p06eq
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-09-17.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Ethereum (ETH), long** at 14:29: "I think around here on like twenty four hundred. I think around here I bought some and then once it bottomed here, I think I bought some like here as well with a stop at the lows." Bought ETH after the Fed decision reaction low held above the Clarity Act lows, with a stop at the lows; ETH seen stronger than Bitcoin. $2,464 when it was said, −1.1% since, against it, over days. [Call](https://fullportshow.com/calls/2026-09-17-03/)
- **Bitcoin (BTC), long** at 16:33: "As long as like Bitcoin and in the majors start holding here… I think you want to be leaning on a long bias" Majors holding the lows after the Fed supports a long bias in crypto, with the four-year cycle and upcoming catalysts. $76,521 when it was said, +7.3% since, in its favor. [Call](https://fullportshow.com/calls/2026-09-17-04/)
- **Ethereum (ETH), long** at 20:34: "I took some profits in like the 2470 area. I think I sold half my position and moved my stops up so that I can, you know, it’s a free roll at this point." Took partial profit on the ETH long near 2470 and moved the stop up to make the rest a free roll. $2,464 when it was said, −1.1% since, against it. [Call](https://fullportshow.com/calls/2026-09-17-05/)
- **Hyperliquid (HYPE), long** at 21:15: "Tokenized equities, anything around that expect hyper liquid lighter to perform well, even Coinbase." Tokenized equity approval from the SEC should benefit crypto venues such as Hyperliquid. $82.24 when it was said, −0.7% since, against it. [Call](https://fullportshow.com/calls/2026-09-17-06/)
- **Lighter (LIT), long** at 21:15: "Things are popping this morning and specifically lighter… expect hyper liquid lighter to perform well" Lighter is popping on tokenized equities news and expected to keep performing. $4.80 when it was said, −36.8% since, against it. [Call](https://fullportshow.com/calls/2026-09-17-07/)
- **Pump.fun (PUMP), long** at 35:54: "I’m bullish pump… they are missing from being a company that 50X is in token value over the next few years is clarity" Pump has a tight fit in hyper-speculation; regulatory clarity is the missing piece for a potential 50x. $0.00394 when it was said, +14.9% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-09-17-13/)
- **Uniswap (UNI), long** at 38:14: "Uni still continues to be, and I’ve mentioned this since around $4, it’s up to $7 now" Uni is the backend play on tokenized equity settlement and v4 hooks, with buybacks, mentioned as a bullish case since $4. $7.14 when it was said, +4.1% since, in its favor. [Call](https://fullportshow.com/calls/2026-09-17-15/)
- **Bitcoin (BTC), long** at 51:51: "Look, I’m tending to get long here more. I feel I have a longer bias after Tuesday show… I can see this into Q4 getting kind of hot." SEC news and the rate hike shift the host to a long bias on crypto broadly into Q4. $76,436 when it was said, +7.5% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-09-17-19/)
- **NVIDIA (NVDA), long** at 56:30: "Especially in the AI trade is like, all right, it like has the thesis changed? No, all right, stay long… NVIDIA is a good structural business long-term in my opinion" Staying long the AI trade and NVIDIA, a well-covered structural business, rather than rotating into high-beta names. $219.28 when it was said, −1.1% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-17-21/)
- **Hyperliquid (HYPE), long** at 1:00:11: "I can buy certain items and know that they’re going to be around like Hyperliquid. I will go to bed quite comfy knowing that" Revenue-producing crypto assets like Hyperliquid are resilient and comfortable to hold. $81.89 when it was said, −0.3% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-17-22/)

### Also came up

- **Nebius (NBIS)** at 12:26: "Nebius came out after the close… beginning October 1st. They’re going to be raising all rental rates, GP rates by 20 percent."
- **NVIDIA (NVDA)** at 13:02: "I looked at NVIDIA and NVIDIA closed the gap from Friday… now it’s fully closed the gap."
- **NEAR Protocol (NEAR)** at 38:07: "We have near up 15%"
- **Aave** at 38:17: "Aave up 10%"

### Chapters

- 0:00 Introduction
- 2:03 AI, Politics & the Future of Tech
- 11:03 Fed Rate Hike & Market Updates
- 21:11 SEC, Tokenized Stocks & RWAs
- 25:19 Arc Mainnet, Circle & Stablecoins
- 35:40 Pump.fun, DeFi & Crypto Trading
- 43:34 ZK Snarks, NFTs & Crypto Plays
- 1:01:02 Prediction Markets & GambleFi

### Clips

- [Hunter Orrell breaks down how Fox News and CNN covered AI in totally opposite ways on the same night](https://www.youtube.com/shorts/4cHeW_QK4No) (from 2:49)
- [gmoney explains why he'd rather stay boring than chase every new trade.](https://www.youtube.com/shorts/xLVCBQ_BGeM) (from 4:40)
- [Robinhood prediction markets could shut down within a year 1m25](https://www.youtube.com/shorts/icUFr5FOXys) (from 5:00)
- [05 gmoney jeremy allaire is not in the trenches 0m53](https://www.youtube.com/shorts/NgEqsDyFoWU) (from 6:19)
- [gmoney says jensen huang clapped back at ai doomers on stage](https://www.youtube.com/shorts/siq4lR9aVxE) (from 6:38)
- [gmoney compares the stablecoin land grab to what he expects tokenized equities to do next.](https://www.youtube.com/shorts/gLzhUbNQPU0) (from 8:48)
- [gmoney explains why he'd point his own team toward Astra instead of Claude right now.](https://www.youtube.com/shorts/3MmPDaVgDrE) (from 8:57)
- [gmoney lays out the risk crypto still faces even after the Clarity Act passed.](https://www.youtube.com/shorts/r3TWTxVXeJM) (from 19:40)
- [hunter says engineers keep solving the wrong trading problem](https://www.youtube.com/shorts/BXfIzq2IJjU) (from 32:53)
- [Hunter Orrell explains why he ignores NFT bid totals when judging real demand.](https://www.youtube.com/shorts/bDwg-xHnR_4) (from 44:01)
- [Friction is alpha](https://www.youtube.com/shorts/GCpjM7w2vOE) (from 45:28)
- [hunter polymarket says 82 percent chance of another rate hike](https://www.youtube.com/shorts/XUeMpekBzU8) (from 50:39)
- [hunter says prediction market speculation is 100x since last season](https://www.youtube.com/shorts/b_h2gZSKjcM) (from 1:01:12)


## AI Slowdown, Fed Rate Decision & Clarity Act | Market & Trading Updates

Markdown with the transcript: https://fullportshow.com/episodes/2026-09-15.md

Full Port, Tuesday, September 15, 2026, 1:15:34 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-09-15/
- YouTube: https://www.youtube.com/watch?v=xCPO_T1E9Mo
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/AI-Slowdown--Fed-Rate-Decision--Clarity-Act--Market--Trading-Updates-e3ost0c
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-09-15.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Bitcoin (BTC), long** at 38:38: "I think the trade is still, we’re going to print money. The question is when?" The host expects money printing to come eventually, which is bullish for hard assets like Bitcoin and gold, though near-term pullbacks are likely. $75,872 when it was said, +8.3% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-09-15-06/)
- **Pump.fun (PUMP), long** at 44:59: "I still think pump right now is a good buy at a certain price, or at a certain macro condition, where you just got to recognize their printing capital." PUMP is a good buy at the right price or macro backdrop, as the platform generates real revenue; regulatory uncertainty is the main risk. $0.00356 when it was said, +27.1% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-09-15-10/)
- **Bittensor (TAO), long** at 55:05: "He keeps on shipping… it’s still a bet that like, I’m willing to make. And so I’m long there." The host is long Bittensor and likes its mission-driven founder who keeps shipping, even though the recent breakout was driven by a meme coin. $224.29 when it was said, +24.0% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-09-15-11/)

### Also came up

- **Micron (MU)** at 13:48: "So Micron, here, it’s kind of like hanging out a little bit above yesterday’s high, it broke below that downtrend."
- **Nebius (NBIS)** at 14:03: "NBIS, again, it’s hanging out below yesterday’s low below yesterday’s high. I’m kind of like, I’m personally kind of like in a wait and see here"
- **NVIDIA (NVDA)** at 15:32: "I do think this really only affects NVIDIA in my eyes at a larger scale."
- **Bitcoin (BTC)** at 41:15: "If I were to put on a short, not that I’m advocating for it, but like, I guess you could short Bitcoin and give it to like above 80"
- **Pump.fun (PUMP)** at 44:12: "Even your riskier plays like pump here, we’re still seeing those take a little hit on the head… pump unlocks around the corner"

### Chapters

- 0:00 Introduction
- 2:09 AI Slowdown, Anthropic & the AI Trade
- 16:38 AI Regulation, Politics & the China Race
- 32:25 Clarity Act, Bitcoin & Crypto Markets
- 44:34 Pump.fun, Cross-Chain Trading & Tokenized Stocks
- 54:51 Bittensor, AI Tokens & Crypto Trades
- 56:47 Quotrons, Kraken & Tokenized Equities
- 1:04:59 Standard Reserve, DeFi & the New Crypto Meta

### Clips

- [gmoney on why Dario's AI regulation warning feels like a psyop](https://www.youtube.com/shorts/GJnILmHi6Wk) (from 3:44)
- [hunter on why an AI slowdown hits chipmakers harder than memory](https://www.youtube.com/shorts/lThGDfg09YQ) (from 14:18)
- [hunter on why data centers are becoming the new oil fight](https://www.youtube.com/shorts/4lXbkTKhMgU) (from 19:56)
- [gmoney on the moment AI paper wealth turns into Soros-level cash](https://www.youtube.com/shorts/DYJFZzjxSos) (from 21:57)
- [hunter on the pawn move AI labs make before their IPOs](https://www.youtube.com/shorts/dd4Ui8kaqCw) (from 30:46)
- [gmoney on the closing window for the Clarity Act](https://www.youtube.com/shorts/MmJkSOF-n7s) (from 34:00)
- [gmoney on why the market is Trump's real scoreboard](https://www.youtube.com/shorts/ezqG_eqEDQY) (from 40:10)
- [hunter on where do you get your dopamine in an ai world](https://www.youtube.com/shorts/-rKolq7FrN8) (from 49:21)
- [hunter on holding a bag that is down 66% from its high](https://www.youtube.com/shorts/4uDqgWtWOxY) (from 56:44)


## Robinhood Drama Market News and Trading Updates

Markdown with the transcript: https://fullportshow.com/episodes/2026-09-10.md

Full Port, Thursday, September 10, 2026, 1:04:32 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-09-10/
- YouTube: https://www.youtube.com/watch?v=zu_xtlq6NnA
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Robinhood-Drama-Market-News-and-Trading-Updates-e3oljnv
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-09-10.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Robinhood (HOOD), long** at 7:40: "The two companies that I can praise and I can be like, yes, they’re crushing it, are Kraken, and it is Robinhood." Robinhood is aggressively leaning into tokenized equities and is named as one of the two early standouts. $115.20 when it was said, −10.5% since, against it. [Call](https://fullportshow.com/calls/2026-09-10-03/)
- **Nebius (NBIS), long** at 26:30: "I still you know, like I still I’m still long it right.… I drew I think on this chart, the reverse head and shoulders that’s still like forming." Still long Nebius after a small pullback, since the chart shows a forming reverse head and shoulders. $228.51 when it was said, −18.6% since, against it. [Call](https://fullportshow.com/calls/2026-09-10-05/)
- **Gold, long** at 30:03: "Gold is hovering above 4000 still.… it looks like it’s forming a base here. You want it to get long. Probably use that low from last week" Gold pulled back but is forming a base above 4000, so a long entry near last week's low is suggested. $4,354 when it was said, −4.3% since, against it. [Call](https://fullportshow.com/calls/2026-09-10-09/)
- **Meta, long** at 42:57: "I’m more bullish I think on meta long term than I am on Google" Meta has the best proprietary data set, a large user base and Zuckerberg leaning in, which gives it an AI distribution edge. $654.16 when it was said, +12.1% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-09-10-10/)
- **Alphabet (GOOGL), avoid** at 42:57: "All the people leaving at Google for the last couple months is like super negative, right? Like it’s just like they’re not they’re not in the hunt." Talent departures suggest Google has fallen behind in the AI race, so the host prefers Meta. $330.79 when it was said, +5.2% since, against it, long term. [Call](https://fullportshow.com/calls/2026-09-10-11/)
- **SpaceX, long** at 43:13: "Why have I gotten more bullish on SpaceX over the last couple of weeks is because it, you know, they’re in the hunt." SpaceX is in the AI race with energy, and Elon Musk is seen as the best in the world at atoms. $149.89 when it was said, −1.0% since, against it. [Call](https://fullportshow.com/calls/2026-09-10-12/)
- **FWA, long** at 48:23: "I’d like to buy some. I’d like to add to the position here I’m definitely not looking to sell." The FWA team keeps shipping, with v2, builder fee sharing and a lowering punk backing that drives spins, and the market cap is down about 66% to $12M. $0.0122 when it was said, −24.4% since, against it. [Call](https://fullportshow.com/calls/2026-09-10-16/)
- **Pump.fun (PUMP), long** at 53:15: "This is I mean, this is why I see Pump fun winning on the long term." Speculation platforms with volume and marketing win in a gambling supercycle, and Pump.fun fits that. $0.00383 when it was said, +18.2% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-09-10-17/)

### Also came up

- **Anthropic** at 21:51: "I know anthropic really wants, you know, to get a good price on its IPO"
- **NVIDIA (NVDA)** at 26:41: "I think NVIDIA to me, you know, it’s pulling back. This was like the post earnings low."
- **Pons** at 44:22: "Pons, which we covered in the last show was right around the $820 million market cap.… As of this morning, though, that name is down significantly."
- **Lighter (LIT)** at 45:08: "We have lighter which was a big mover that coming down significantly overnight"
- **Cards** at 47:13: "Oh wow, cards is. This was like, I was looking at this this morning… they announced that I think the buyback"

### Chapters

- 0:00 Introduction
- 1:48 Nasdaq Invests in Kraken & RWA Season
- 13:57 Robinhood Chain Rumors & Crypto Market
- 21:38 Anthropic, OpenAI & the AI Race
- 26:00 NVIDIA, Nebius & AI Stock Trades
- 32:03 AI Agents, Grok & Fantasy Football
- 47:13 Crypto Tokens, FWA & Market Trades
- 55:52 NFTs, CryptoPunks & the Next NFT Cycle

### Clips

- [hunter on why speculation keeps swallowing new asset classes](https://www.youtube.com/shorts/u9hKsoIQBFY) (from 1:20)
- [gmoney on the account numbers that never had people behind them](https://www.youtube.com/shorts/b95jcPJxfzE) (from 3:26)
- [hunter on which exchanges are willing to get their hands dirty](https://www.youtube.com/shorts/jh8t-qt65HQ) (from 6:23)
- [gmoney on why the money shows up before the rules do](https://www.youtube.com/shorts/nsYjQQL7yZ4) (from 8:52)
- [hunter on the fees that quietly get paid back to the traders](https://www.youtube.com/shorts/UiVL1u3xJU0) (from 18:51)
- [gmoney on the price a founder pays for asking to be regulated](https://www.youtube.com/shorts/JqMXyIqYYJQ) (from 22:02)
- [gmoney scandium is the bottleneck to the bottleneck](https://www.youtube.com/shorts/zx1P1RJkkVM) (from 29:23)
- [hunter on handing his group chat over to a model that sounds like him](https://www.youtube.com/shorts/Cm3TJHQjxtM) (from 34:57)
- [hunter on the deal where both sides swear they are not using ai](https://www.youtube.com/shorts/sgOi_KNqYww) (from 38:39)
- [The screenshot rule](https://www.youtube.com/shorts/vU3vzMjEeGM) (from 45:04)
- [hunter on selling into strength before the round trip finds you](https://www.youtube.com/shorts/J8rNxrylkU8) (from 46:21)
- [hunter on what actually brings buyers back to nfts](https://www.youtube.com/shorts/ToQGZnmdo2I) (from 57:51)
- [gmoney cryptopunks are the only nft blue chip](https://www.youtube.com/shorts/_ZHlSHeLXGw) (from 58:58)


## AI Trade is Back On, Equity Pairings are Just Memes, and the $70M $PONS Short Trade

Markdown with the transcript: https://fullportshow.com/episodes/2026-09-08.md

Full Port, Tuesday, September 8, 2026, 1:10:28 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-09-08/
- YouTube: https://www.youtube.com/watch?v=n9WFubNS5wE
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/AI-Trade-is-Back-On--Equity-Pairings-are-Just-Memes--and-the-70M-PONS-Short-Trade-e3ohkpv
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-09-08.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Micron (MU), long** at 3:20: "Micron is popping… this looks like a bullish chart… you could use that like eight, whatever that is, eight 80 stop." Bullish Micron chart setup after a pullback, with rising AI agent demand driving chip demand. $1,016 when it was said, −9.1% since, against it. [Call](https://fullportshow.com/calls/2026-09-08-01/)
- **Micron (MU), long** at 10:50: "My big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology" Holds Micron as a longer-term AI position, hoping it is way higher in six to nine months. $1,020 when it was said, −9.5% since, against it, over months. [Call](https://fullportshow.com/calls/2026-09-08-04/)
- **Nebius (NBIS), long** at 10:50: "My big AI trades on right now are Micron, Nebius, NVIDIA and Sunrise Technology" Holds Nebius as a longer-term AI trade, hoping it is higher in six to nine months. $249.15 when it was said, −25.3% since, against it, over months. [Call](https://fullportshow.com/calls/2026-09-08-05/)
- **NVIDIA (NVDA), long** at 10:50: "My big AI trades on right now are Micron, Nebbius, NVIDIA and Sunrise Technology" Holds NVIDIA as a longer-term AI position. $227.99 when it was said, −4.9% since, against it, over months. [Call](https://fullportshow.com/calls/2026-09-08-06/)
- **SpaceX, long** at 12:41: "If I were to buy, I would probably buy some SpaceX right here." Likes the SpaceX chart and the Grok product, and is slowly building a position with Quotrons rewards. $147.79 when it was said, +0.4% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-09-08-08/)
- **Laptop, avoid** at 23:08: "This is a meme. We know how meme points play out. It’s dead over. The celebrity coin is dead." Dismisses Hunter Biden's celebrity meme token, comparing it to the Trump and Libra liquidity drain. $3.62 when it was said, −97.9% since, in its favor. [Call](https://fullportshow.com/calls/2026-09-08-12/)
- **Laptop, avoid** at 27:49: "I’m sitting this one out completely. You know, I think there’s better things like the AI and memory trade to put money into." Sits out the Hunter Biden token and prefers AI and memory trades or protocols with real revenue. $3.62 when it was said, −97.9% since, in its favor. [Call](https://fullportshow.com/calls/2026-09-08-14/)

### Also came up

- **Palantir (PLTR)** at 3:59: "Nebius Palantir announced that Nebius is their partner, their trusted partner for their trusted what’s called Neo cloud partner."
- **Zcash (ZEC)** at 21:24: "We did see Zcash pop off and some other names starting to move quite significantly."
- **Pump.fun (PUMP)** at 22:32: "I’m also hearing reports that Pump.fun purchased this launch to launch it directly on Pump.fun"
- **Official Trump (TRUMP)** at 23:38: "If you look at what happened with Trump, Melania and Libra, right? Like it was literally, you know, it was a cat, an 11 hurricane that hit meme coins"
- **Robinhood (HOOD)** at 40:21: "Most, most likely here will be Robinhood who has their own credit card, has their own reward system, runs all the tokenized stocks"
- **Pons** at 44:00: "One of his largest short positions is on Pons. And I think at one point, he was down about 17 million on this trade, and he had about 70 million"
- **Bonk** at 50:48: "On Solana, you have, I mean, really it’s Bonk and Pump are the leading two."
- **Pump.fun (PUMP)** at 50:58: "Pumpfun’s refusal to leave the Solana ecosystem is interesting to me."
- **Aerodrome (AERO)** at 51:00: "Base, there’s Aerodrome and Uniswap."
- **Apple (AAPL)** at 56:16: "I know we have Apple iPhone event tomorrow."

### Chapters

- 0:00 Intro & AI Market Overview
- 2:07 AI Trade: Micron, NVIDIA, SpaceX & Grok
- 21:38 Hunter Biden Token & Celebrity Meme Coins
- 30:35 Tokenized Stocks & the Next Crypto Trend
- 43:42 Ponds Short Position & Crypto Launchpads
- 52:03 OpenSea, NFTs & Digital Collectibles
- 56:16 Apple iPhone, Memory & AI Trade
- 1:03:26 NFT Market Demand, Taking Profits & Realized P&L

### Clips

- [gmoney on the signal traders ignore because it feels wrong](https://www.youtube.com/shorts/lKCPcTciH0E) (from 5:41)
- [hunter orrell on being the most disliked manager in every league](https://www.youtube.com/shorts/IDgLiUckr7w) (from 6:16)
- [hunter orrell on the one habit that outlasts every cycle](https://www.youtube.com/shorts/kwXZjeaAvjw) (from 8:53)
- [gmoney on the product that changed his view on SpaceX](https://www.youtube.com/shorts/O7fciqhR1FU) (from 13:52)
- [gmoney new information means you reevaluate the thesis](https://www.youtube.com/shorts/YnbPkFAm2Uk) (from 14:52)
- [hunter orrell on the day a model told him no](https://www.youtube.com/shorts/MuP5vk8_c2I) (from 17:59)
- [gmoney on why he stopped reaching for the biggest model](https://www.youtube.com/shorts/wD4_ue2IyX0) (from 19:23)
- [gmoney on why getting stock back feels different from getting cash back](https://www.youtube.com/shorts/S8UfcJHKMTI) (from 33:40)
- [hunter orrell on turning your own spending into a watchlist](https://www.youtube.com/shorts/-EAgu6gxXrM) (from 35:00)
- [hunter orrell on the leaderboard number nobody wants to check](https://www.youtube.com/shorts/2ACiLf4EDeI) (from 1:06:22)


## Market & News

Markdown with the transcript: https://fullportshow.com/episodes/2026-09-03.md

Full Port, Thursday, September 3, 2026, 1:12:42 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-09-03/
- YouTube: https://www.youtube.com/watch?v=ErORlUm4F6U
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Market--News-with-gmoneyNFT-and-hunterorrell-e3oa2n3
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-09-03.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **NVIDIA (NVDA), long** at 40:45: "I bought some options the day after NVIDIA reported and NVIDIA is up. So I bought some on chain options on Hypercall." Bought on-chain NVDA call options (about the 230/240 strikes expiring next week) as a test trade after earnings, expecting a gap up. $226.55 when it was said, −4.3% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-09-03-10/)
- **FWA, long** at 1:06:41: "I have my position. I’m down on it right now. But, you know, I’m looking to add to that." Fundamentals are unchanged and the founder keeps iterating, so he plans to add to his FWA position. $0.0113 when it was said, −18.1% since, against it, over months. [Call](https://fullportshow.com/calls/2026-09-03-17/)
- **FWA, long** at 1:07:33: "I feel like that is the one reason it happened. Like if it was on Robinhood, I’m positive this is at multi hundred million dollar market cap." The other host holds about $1,000 of FWA and thinks it is held back only by being on Ethereum mainnet. $0.0113 when it was said, −18.1% since, against it. [Call](https://fullportshow.com/calls/2026-09-03-18/)

### Also came up

- **Robinhood (HOOD)** at 1:30: "I got hit up by one of my trad5 friends asking me what is Robinhood Chain?"
- **Boner** at 2:31: "There was Boner that was paired with HIMS over the weekend."
- **Hims & Hers (HIMS)** at 3:55: "There was a squeeze of supply of HIMS stock."
- **AMC Entertainment (AMC)** at 4:00: "I know AMC was paired with cinema because we were trying to do the same thing there."
- **Snap** at 7:29: "The other one paired with Snapchat is nude."
- **Dogecoin (DOGE)** at 16:28: "Coming back to, you know, whatever, Doge or Shib or all those old memes from like a couple cycles ago"
- **FWA** at 44:29: "They were bullish on FWA. And they were like, Oh, well, you know, I want to take profit at, you know, a double"
- **Pons** at 1:01:19: "Look at Pons, right? I don’t know what it’s that half a billion. It was like, yeah, it was like 10 million, like three weeks ago."
- **Uniswap (UNI)** at 1:02:06: "Pons is a great trade if you understood why it went down, which was all the attention went to Uniswap potentially running a competitor."
- **PunkStrategy** at 1:05:14: "He’s going to buy one of the punks from punk strategy vault, he’s going to put it into FWA as a prize in the prize pool."

### Chapters

- 0:00 Introduction
- 1:18 Tokenized Stocks, Meme Coins & Robinhood
- 10:38 Perp DEXs, Leverage & the New Crypto Meta
- 22:21 NFTs, Physical Collectibles & Blockchain
- 30:02 Why Real-World Experiences Are Booming
- 40:36 On-Chain Options & NVIDIA Trading
- 42:34 Crypto Risk Management & Taking Profits

### Clips

- [gmoney on how little tour merch money reaches the artist](https://www.youtube.com/shorts/W9P8Qv0sgdI) (from 2:39)
- [hunter orrell on what perp DEXes have left to fight over](https://www.youtube.com/shorts/yxse59ztWYI) (from 9:19)
- [hunter orrell on the trade that gives the whole run back](https://www.youtube.com/shorts/wwliVMJMf_I) (from 14:04)
- [gmoney on why a card company never tells you the print run](https://www.youtube.com/shorts/_Z6JKqJZNHk) (from 25:10)
- [hunter orrell on card packs, Ferrari VINs, and supply nobody can check](https://www.youtube.com/shorts/W9nEfgcI7pI) (from 26:22)
- [gmoney on the Masters shop that will not sell a hat online](https://www.youtube.com/shorts/vwWqZ08FbXc) (from 31:20)
- [hunter orrell on why announcements now cluster in Thursday and Friday afternoons](https://www.youtube.com/shorts/csF0uL47LZU) (from 31:34)
- [gmoney on the reward-to-risk rule he sets before he opens a trade](https://www.youtube.com/shorts/1mfSDgf5M3M) (from 44:39)
- [gmoney on the $20 overshoot he made trainees take seriously](https://www.youtube.com/shorts/HmbPUKApePI) (from 45:56)
- [hunter orrell on the perp blowup behind his max drawdown rule](https://www.youtube.com/shorts/6lufn6d5iaQ) (from 47:55)
- [Don't be a profit renter](https://www.youtube.com/shorts/jdBTTXFZF-I) (from 53:23)
- [gmoney on a thousand dollars that bought four percent of the supply](https://www.youtube.com/shorts/9xSmJJvj6no) (from 55:09)
- [hunter orrell on why he sells a position down in pieces](https://www.youtube.com/shorts/tCc_N0Hqp40) (from 58:16)


## NVIDIA Earnings and RWA Season is HERE

Markdown with the transcript: https://fullportshow.com/episodes/2026-08-27.md

Full Port, Thursday, August 27, 2026, 57:53 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-08-27/
- YouTube: https://www.youtube.com/watch?v=eCmzVlDEvBQ
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/NVIDIA-Earnings-and-RWA-Season-is-HERE-with-hunterorrell-and-gmoneynft-e3nvtui
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-08-27.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **NVIDIA (NVDA), long** at 3:28: "The reason why I started getting bullish on NVIDIA a couple of weeks ago was this is the weekly chart" Bullish on NVDA after strong guidance and a long consolidation on the weekly chart, backed by his own product use and rising AI demand, and he sees the earnings as disproving the bear cases. $225.56 when it was said, −3.9% since, against it, long term. [Call](https://fullportshow.com/calls/2026-08-27-02/)
- **Nebius (NBIS), long** at 8:19: "You know, again, I have this nebius. I think Micron was up this morning" Mentions holding Nebius as part of the AI trade, which he says stays intact after the NVIDIA print. $215.30 when it was said, −13.6% since, against it. [Call](https://fullportshow.com/calls/2026-08-27-03/)
- **FWA, long** at 31:02: "I own FWA, no leverage, it’s just spot, right? FWA goes down, I think it goes down enough. I’m like, all right, I still like the story. I’m going to buy some." Holds FWA spot with no leverage, would buy dips, and expects it to go higher over the next couple of months. $0.0240 when it was said, −61.6% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-27-09/)
- **Bittensor (TAO), long** at 36:53: "I am a long term community member from TAO, but I also think it’s going way higher. I really love the entire concept behind Bittensor" Long-term holder who thinks TAO is going much higher, citing relative strength above recent highs and the Bittensor concept; he admits he is biased. $254.96 when it was said, +9.1% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-08-27-17/)
- **Pump.fun (PUMP), long** at 37:26: "I’ve been like trading pump on on perps, like here and there, where like, I think I find like a good opportunity to get to get a position on" Trades PUMP on perps with tight stops, assuming the bottom is in and pullbacks get bought in this market, with strong tokens following BTC. $0.00489 when it was said, −7.5% since, against it, over days. [Call](https://fullportshow.com/calls/2026-08-27-18/)
- **Worldcoin (WLD), long** at 41:24: "I would start bidding this anywhere between if we got a little bit of a pullback, I’d start building a little position here." Worldcoin is on his radar as a human-verification token that tends to rip once a narrative arrives, so he would build a small position on a pullback. $0.4033 when it was said, +24.8% since, in its favor, over weeks. [Call](https://fullportshow.com/calls/2026-08-27-19/)
- **Keeta (KTA), avoid** at 43:28: "It popped and now it’s like below where it was. Like, I feel like this token, I don’t know anything about it, but like, I would, you couldn’t pay me." Sees Keeta as a weak chart with an aggressive investor unlock and would not touch it, while the other host calls it a lottery ticket. $0.0755 when it was said, −6.9% since, in its favor. [Call](https://fullportshow.com/calls/2026-08-27-20/)
- **Pump.fun (PUMP), long** at 48:30: "I’ve been trading pump here and there on my perps account. And yeah, you know, I don’t, I think I bought it. I bought like, I think I bought it here or here" Bought PUMP in several clips after the bottom was established, with a tight stop, hoping it trades toward highs as BTC stays strong. $0.00494 when it was said, −8.4% since, against it, over days. [Call](https://fullportshow.com/calls/2026-08-27-22/)
- **NVIDIA (NVDA), long** at 51:07: "I converted all my quote, drawn dividends into NVIDIA, five minutes before the close to go long into the print. No leverage" Bought tokenized NVIDIA on chain before the close to go long into earnings, and wants to own more because the AI trade is still intact. $225.51 when it was said, −3.8% since, against it. [Call](https://fullportshow.com/calls/2026-08-27-23/)
- **SpaceX, long** at 53:21: "I’m gonna keep all my SpaceX dividends that I’m getting… So I’m probably going to be building an on chain SpaceX position." Keeping the SpaceX dividends and planning to build an on-chain SpaceX position, saying the setup looked low risk a few days ago. $140.76 when it was said, +5.4% since, in its favor. [Call](https://fullportshow.com/calls/2026-08-27-24/)

### Also came up

- **NVIDIA (NVDA)** at 1:16: "Going into NVIDIA earnings, another opportunity to make money"
- **Micron (MU)** at 8:22: "I think Micron was up this morning, I saw, and then I think it went red. Yeah, it’s red, it’s down 1%."
- **Aave** at 16:34: "The first time I used Aave was like my first holy shit moment in crypto, like during DeFi summer"
- **Pudgy Penguins (PENGU)** at 19:01: "Maybe some high value art blocks, collections, pudgy penguins. That’s kind of like mature assets."
- **Bitcoin (BTC)** at 33:36: "Bitcoin flirting with $80,000, ETH still pegged at $2,500"
- **Ethereum (ETH)** at 33:40: "ETH still pegged at $2,500"
- **Solana (SOL)** at 33:43: "Sol having a really nice day, breaking through the $100 floor up to $107"
- **Hyperliquid (HYPE)** at 33:53: "HYPE continuing its stampede towards $100 up to almost $85 this morning"
- **Pump.fun (PUMP)** at 34:02: "Pump almost to $0.005 up, almost $3X almost from our $0.16, $0.17, or $0.0017 call on the show"
- **Lighter (LIT)** at 34:14: "Lit up from our $215 call up to $360"
- **Micron (MU)** at 34:18: "MU still kind of hanging in its range."
- **Syrup** at 44:20: "The other one that’s super interesting is syrup, which used to be named Maple."
- **FWA** at 55:05: "FWA, they’re doing their next swear launch today, I think in about 30 minutes. So gonna be watching that"

### Clips

- [hunter on why AI spending stopped being a business decision](https://www.youtube.com/shorts/72eqKWu0QT8) (from 2:43)
- [gmoney on collateral that pays for its own loan](https://www.youtube.com/shorts/88EzDxAbXKk) (from 8:07)
- [hunter on the cost of having an opinion without using the product](https://www.youtube.com/shorts/y_tOrmvHiZg) (from 10:05)
- [hunter on the only asset class you can actually borrow against](https://www.youtube.com/shorts/UpbbmRnRul0) (from 12:05)
- [gmoney on how fast the loan actually came together](https://www.youtube.com/shorts/z6iXq9ZpEnk) (from 13:31)
- [gmoney on the comparison that keeps him in crypto](https://www.youtube.com/shorts/NvO-FkhMCuE) (from 14:42)
- [gmoney on why the people making the most money say the least](https://www.youtube.com/shorts/W_Xb5bYqveE) (from 24:53)
- [gmoney on the trap that opens the moment you post the screenshot](https://www.youtube.com/shorts/oVyc5ZJV_io) (from 25:47)
- [08 hunter money lives where the friction is 0m46 1](https://www.youtube.com/shorts/IrskhogMT1c) (from 26:15)
- [Why the best traders hide their positions](https://www.youtube.com/shorts/A8YEVEcAIxI) (from 28:46)
- [hunter orrell with the least popular advice of the morning](https://www.youtube.com/shorts/NeqD5i_Alss) (from 34:46)
- [11 gmoney you cant be bullish nvidia and bearish stocks 0m37 1](https://www.youtube.com/shorts/KxbcSUm86f0) (from 50:30)
- [gmoney on the trade he put on the afternoon before the print](https://www.youtube.com/shorts/5ozVGks6RzU) (from 51:59)


## Trumps Rumored Token, FWA First Launch, Coinbase Listing Memes, and The Bull is Back!

Markdown with the transcript: https://fullportshow.com/episodes/2026-08-25.md

Full Port, Tuesday, August 25, 2026, 1:23:17 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-08-25/
- YouTube: https://www.youtube.com/watch?v=DYSAb6Qk23o
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Trumps-Rumored-Token--FWA-First-Launch--Coinbase-Listing-Memes--and-The-Bull-is-Back-e3nsmnj
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-08-25.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Bitcoin (BTC), long** at 47:37: "The Fed, the government has made it abundantly clear that they’re not going to wait for a 20% drawdown in the stock market to bail it out." Policy backstop and money printing explain why Bitcoin has been bid hard; would be aggressive on a pullback. $79,234 when it was said, +3.6% since, in its favor. [Call](https://fullportshow.com/calls/2026-08-25-08/)
- **Pump.fun (PUMP), long** at 50:40: "I bought like some pump over the weekend, on like leverage just for like a reaction move higher… with a tight stop, on not much leverage" Small leveraged trade in a side account for a continuation move higher with a tight stop. $0.00463 when it was said, −2.3% since, against it, over days. [Call](https://fullportshow.com/calls/2026-08-25-10/)
- **NVIDIA (NVDA), long** at 53:39: "I think Nvidia is gonna go up off the number personally, I just think expectations are probably pretty low." Expects a positive earnings reaction because expectations are low and Jensen likely has something up his sleeve. $211.08 when it was said, +2.7% since, in its favor, over days. [Call](https://fullportshow.com/calls/2026-08-25-11/)
- **NVIDIA (NVDA), long** at 56:00: "I have my Nvidia calls. There are long term calls that I’m not going to add to" Holds long-term NVIDIA calls and won't trade around earnings; expects it to go up off the number as expectations are low. $211.38 when it was said, +2.6% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-08-25-06/)
- **FWA, long** at 1:02:38: "I think it’s like massively undervalued at, I don’t know what it’s at right now." FWA's first PFP fair launch set record protocol volume; the host calls the gacha mechanism elegant and the token massively undervalued. $0.0278 when it was said, −66.8% since, against it. [Call](https://fullportshow.com/calls/2026-08-25-13/)

### Also came up

- **Official Trump (TRUMP)** at 9:50: "People are starting to buy the Trump token, which is now liquidating the shorts on Trump token… you see this token go up 150 percent in value"
- **Coinbase (COIN)** at 25:58: "Coinbase lists a meme at a $9 million market cap"
- **Cashcat** at 46:12: "Even cashcat, which is scrolling across the bottom of the screen, we saw this basically double up from 100 million in the last week."
- **Gold** at 50:13: "Gold is up. $600, you know, since the Japanese yen intervention"
- **Ethereum (ETH)** at 1:01:48: "I was gonna buy Ethereum, like after that news came out… next thing I know, ETH is up like 15%"

### Clips

- [gmoney on the trades he refuses to take because he has no edge in them](https://www.youtube.com/shorts/mY7z7B9WSYE) (from 6:26)
- [hunter orrell on the four moves that would have played the rumor perfectly](https://www.youtube.com/shorts/1o229pMnQQA) (from 14:05)
- [hunter orrell on his favourite thing about decentralized tech](https://www.youtube.com/shorts/VTkCUjqJz_o) (from 14:33)
- [hunter on reading news, price action and on-chain activity at the same time](https://www.youtube.com/shorts/oYxxA4vBGKc) (from 17:48)
- [gmoney on the fantasy of retiring on a single trade](https://www.youtube.com/shorts/1-gbVpAKYjM) (from 18:57)
- [hunter orrell on why they have barely mentioned the AI trade for three shows](https://www.youtube.com/shorts/CrqGFib4ahY) (from 21:08)
- [hunter on why they have barely mentioned the AI trade for three shows](https://www.youtube.com/shorts/z7YxQpldrcY) (from 21:08)
- [gmoney on the only thing he wants from a team building on RWAs](https://www.youtube.com/shorts/w6slv3MoRlQ) (from 36:44)


## KeyboardMonkey Outtrades Memecoiners and Building Yeet

Markdown with the transcript: https://fullportshow.com/episodes/2026-08-21.md

Full Port, Friday, August 21, 2026, 1:56:18 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-08-21/
- YouTube: https://www.youtube.com/watch?v=810mFyPK2JI
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/KeyboardMonkey-Outtrades-Memecoiners-and-Building-Yeet-e3nnequ
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-08-21.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **BNB, long** at 14:21: "I bought some, uh, BNB, um, whatever two days ago, I think I said, I sold a little bit." Bought BNB two days earlier, trimmed on a pullback and keeps two thirds of the position with a mental trailing stop, with a bit of leverage. $678.59 when it was said, +7.2% since, in its favor, over weeks. [Call](https://fullportshow.com/calls/2026-08-21-01/)
- **Bitcoin (BTC), long** at 19:50: "I think like Bitcoin, gold, they’re both bids so strong… you just want to own like hard assets, right?" Liquidity and central bank intervention imply rising prices for everything, so the host prefers owning hard assets like Bitcoin. $77,269 when it was said, +6.3% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-08-21-02/)
- **Gold, long** at 23:40: "You just want to own like hard assets, right? So like the price of everything being like, yeah, gold’s going up, Bitcoin’s going up" Policy intervention is inflationary so hard assets like gold should keep rising. $4,579 when it was said, −9.1% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-21-03/)
- **BNB, long** at 24:47: "I have, I think two thirds of my BNB position still on kind of like moving up like my, my mental trip trailing stop on it." Holds two thirds of the BNB position with a trailing stop, bought with cash plus about 1.5x leverage, missed the first move. $678.97 when it was said, +7.1% since, in its favor, over weeks. [Call](https://fullportshow.com/calls/2026-08-21-04/)
- **FWA, long** at 28:10: "I think anybody that’s been looking at my wallet knows I’ve been buying quote, Ron’s very low market cap." Host has been buying FWA, an on-chain RWA/NFT gacha primitive he finds very interesting at a ~$20M FDV. $0.0235 when it was said, −60.7% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-21-06/)
- **Pump.fun (PUMP), long** at 56:34: "Pump.fun to me was obvious as hell." Calls PUMP an obvious winner in consumer trading, though he is no longer holding after calling it around 0.0018. $0.00419 when it was said, +8.2% since, in its favor. [Call](https://fullportshow.com/calls/2026-08-21-09/)
- **Nebius (NBIS), long** at 1:07:40: "I’d be getting along here, use the stop, the lows here as like, you know, a trading position here." Chart view after the secondary: higher lows, would go long using recent lows as the stop. $317.94 when it was said, −41.5% since, against it, over days. [Call](https://fullportshow.com/calls/2026-08-21-11/)
- **Bittensor (TAO), long** at 1:08:35: "Ooh, TAO. There we go. Finally… You’re up 10% on this trade." A host is already long TAO from lower levels and is up about 10% as it breaks out. $234.45 when it was said, +18.7% since, in its favor. [Call](https://fullportshow.com/calls/2026-08-21-14/)
- **FWA, long** at 1:47:24: "It’s only 20 million FTV. So I think it’s very cheap for what it could do." FWA is an on-chain gacha with house yield and fee-funded buybacks, so he thinks it is cheap at a $20M FDV. $0.0220 when it was said, −58.1% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-21-16/)

### Also came up

- **Ethereum (ETH)** at 26:05: "Dude, ETH is like 2400."

### Clips

- [hunter orrell on the night he opened his wallet in front of three dozen people](https://www.youtube.com/shorts/CxH55ClR0PA) (from 9:53)
- [gmoney walks the line from icos through vc coins to memecoins as one continuous problem](https://www.youtube.com/shorts/TdfJciecLck) (from 33:13)
- [gmoney describes the style he actually trades and the timescale it runs on](https://www.youtube.com/shorts/c9kT_53moWA) (from 37:38)
- [Limit risk first, then analyze](https://www.youtube.com/shorts/RrMICvEI0Z8) (from 42:25)
- [gmoney tells the 2008 story of being talked out of half a short](https://www.youtube.com/shorts/RZfQNVp0-D8) (from 1:19:30)
- [kbm explains the limits his house will not take, and why that is the strategy](https://www.youtube.com/shorts/DGxj2Gqcwl0) (from 1:33:32)
- [hunter orrell on who retail is actually trading against on-chain](https://www.youtube.com/shorts/fLjfOf0uyic) (from 1:45:36)


## Trump Pumps Crypto While Stock Market at All Time High

Markdown with the transcript: https://fullportshow.com/episodes/2026-08-20.md

Full Port, Thursday, August 20, 2026, 1:10:41 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-08-20/
- YouTube: https://www.youtube.com/watch?v=ypaxC-j-hO4
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Trump-Pumps-Crypto-While-Stock-Market-at-All-Time-High-e3nnenn
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-08-20.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Gold, long** at 7:17: "Which is even more easing, which is even better for, you know, the price of hard assets, right? First gold, then you know, anything that you can’t easily make more of" Yield curve control and Treasury bond buying are bullish for hard assets, starting with gold. $4,485 when it was said, −7.1% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-20-02/)
- **Bitcoin (BTC), long** at 7:17: "Bitcoin, Ethereum, right, cryptocurrencies are like kind of designed for this, right? That’s why these things have caught like such a nice huge bid." Yield curve control and easing are bullish for scarce assets like Bitcoin and Ethereum. $71,655 when it was said, +14.6% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-08-20-03/)
- **Ethereum (ETH), long** at 7:17: "Bitcoin, Ethereum, right, cryptocurrencies are like kind of designed for this" Easing and yield curve control favor scarce crypto assets such as Ethereum. $2,281 when it was said, +6.9% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-08-20-04/)
- **Cashcat, long** at 14:21: "I’ve been accumulating the hell out of Robinhood Chain tokens, Cashcat, as you can see, coming across the bottom of the screen right now, up 35% in the last 24 hours." Robinhood Chain is trying to absorb Solana volume and list tokens for its customers, so the host is accumulating Cashcat. $0.1259 when it was said, −2.2% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-08-20-05/)
- **Robinhood (HOOD), long** at 14:21: "Robinhood is probably the one place that will get the green light on things that everybody has assumed are not going to happen." Robinhood has the bigger retail base and regulatory blessing, which makes it likely to benefit from the perps and listings push. $95.03 when it was said, +8.5% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-08-20-06/)
- **Lighter (LIT), long** at 15:26: "Even lighter up another 17%. I said this is a fantastic trade because of their positioning with the CFTC and everything that’s happening." Lighter benefits from its CFTC positioning and the government's friendly stance on perps. $2.73 when it was said, +11.1% since, in its favor. [Call](https://fullportshow.com/calls/2026-08-20-08/)
- **Nebius (NBIS), long** at 17:40: "So it’s pulled back to 217 from the high of like 280. You know, it’s like holding support… But yeah, I mean, I still really like it." Pullback on a preferred offering is less dilutive than equity, the stock is holding the earnings gap, and a hyperscaler deal could be a catalyst. $317.94 when it was said, −41.5% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-20-10/)
- **SpaceX, long** at 19:37: "I would love it if it got down to like maybe 120 and I buy some there… I would like like to add to this position." The host is bullish on SpaceX because of Grok bot and wants to add on a dip to around 120. $133.32 when it was said, +11.3% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-08-20-11/)
- **FWA, long** at 30:43: "I still am super bullish. I haven’t sold anything. I’m just sitting there." Host stays bullish on FWA, holding tokens and earning yield in the pool, ahead of the larger collection launch and a possible gas war. $0.0197 when it was said, −53.2% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-20-15/)
- **Robinhood (HOOD), long** at 1:00:50: "I feel like no matter how I skin the cat, I come back to Robinhood being the better buy." Robinhood has more firepower and upside than Coinbase going into a bull market, with a big Q3 expected. $95.16 when it was said, +8.3% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-08-20-18/)
- **Cashcat, long** at 1:00:50: "If I’m buying memes, I’m buying, you know, I’m Cashcat is something I’m adding into Pons is something I’m adding into" Robinhood marketing and listings should lift Robinhood-related memes like Cashcat despite the pullback. $0.1282 when it was said, −3.9% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-08-20-19/)
- **Pons, long** at 1:00:50: "I’m Cashcat is something I’m adding into Pons is something I’m adding into and anything else that that is related, a meme on Robinhood" Adding Robinhood-related meme exposure ahead of marketing push and listings. $0.0391 when it was said, +757% since, in its favor, over weeks. [Call](https://fullportshow.com/calls/2026-08-20-20/)
- **BNB, long** at 1:02:52: "I bought I bought a little BNB, like earlier this morning… I’m long from, like right around here" CZ is expected to do something on-chain after the Hyperliquid news, and BNB memes and inflows are picking up. $649.23 when it was said, +12.1% since, in its favor, over weeks. [Call](https://fullportshow.com/calls/2026-08-20-21/)

### Also came up

- **Hyperliquid (HYPE)** at 16:42: "Trump came out and talked about Hyperliquid. I think my favorite part of that entire thing was that one guy that was like smirking the entire time."
- **SpaceX** at 23:45: "The Musk unlock in July of 27 is the big one. Right."
- **FWA** at 26:46: "I see FWA coming across the bottom here down to $20 million market cap, they did announce their first fair launch using FWA"
- **Strategy (MSTR)** at 1:06:10: "What’s your take on what’s going on under strategy and the products that are offering? Do you have a take there?"

### Clips

- [hunter orrell says FOMO already won crypto Twitter, and that was never the real goal](https://www.youtube.com/shorts/X1enhaFD0iA) (from 32:08)
- [gmoney went to wire money out of Coinbase and got charged a thousand dollars](https://www.youtube.com/shorts/bh9mIjmoNw0) (from 56:50)
- [gmoney says price leads narrative, and July in AI proved it](https://www.youtube.com/shorts/E3ea2kloc6s) (from 1:08:21)


## Rhynotic Talks the Future of FWA

Markdown with the transcript: https://fullportshow.com/episodes/2026-08-18.md

Full Port, Tuesday, August 18, 2026, 1:34:40 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-08-18/
- YouTube: https://www.youtube.com/watch?v=0eK4TADo34g
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Rhynotic-Talks-Fake-World-Assets-and-FWA-Future-e3nipb2
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-08-18.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **FWA, long** at 31:21: "I don’t know what it’s trading out right now, about 25 mil… I just think it’s like so cheap for like what the upside is." FWA is a cheap protocol-layer NFT spin mechanism that others can build on, similar to how Polymarket grew. $0.0255 when it was said, −63.8% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-18-03/)
- **SpaceX, long** at 1:06:18: "I want to buy SpaceX… I would look to buy into weakness… around 130. If you could get it." The speaker reversed his earlier wait-for-80 stance because Grokbot puts xAI near the frontier, and wants to bid a pullback to the 20-day average. $142.07 when it was said, +4.5% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-08-18-06/)
- **Nebius (NBIS), long** at 1:08:25: "He’s shorting the weakness on it, caused a little more weakness. And I was able to buy some load up on some calls. And then they blew up numbers" The speaker bought Nebius calls on Burry-induced weakness, then earnings were strong. $258.69 when it was said, −28.1% since, against it. [Call](https://fullportshow.com/calls/2026-08-18-07/)
- **Lighter (LIT), long** at 1:13:10: "Lighter still seems to be one… I’ve added some more position there, but I am waiting for like a big bigger pullback towards like 215, 220 to buy in there." Robinhood and CFTC approval rumors make Lighter an interesting trade versus Hyperliquid; he has added and wants more on a pullback. $2.40 when it was said, +26.6% since, in its favor, over weeks. [Call](https://fullportshow.com/calls/2026-08-18-09/)
- **Pump.fun (PUMP), neutral** at 1:13:49: "I’ve taken out a decent amount of that position. I’m not adding anymore right now." He took profit on a 10x-leveraged Pump trade, exiting around 26-27, and won't chase it because the whole timeline sees it as an easy trade. $0.00283 when it was said, +59.8% since. [Call](https://fullportshow.com/calls/2026-08-18-10/)
- **Ethereum (ETH), long** at 1:16:39: "If I were to get long ETH here, I would probably like use that low as my stop… the each chart looks looks stronger than Bitcoin" The ETH chart looks stronger than Bitcoin's, and a long can be taken with limited risk using the recent low as a stop. $1,918 when it was said, +27.1% since, in its favor, over weeks. [Call](https://fullportshow.com/calls/2026-08-18-12/)
- **Pons, long** at 1:20:43: "I still think when I look at Robinhood, Pons is a great trade because I think if we’re going to come back and they’re going to launch tokens again, and it’s going to take off." Pons should benefit if Robinhood Chain token launches revive. $0.0285 when it was said, +1,077% since, in its favor. [Call](https://fullportshow.com/calls/2026-08-18-16/)
- **FWA, long** at 1:21:52: "That’s a bull case for me to finally like buy into the token here… even like last weekend, I was buying into the pullback over the weekend at like 20 mil, 21, 22" Fair launches from artists on FWA should drive spins and transactions, and he has bought pullbacks and regrets not buying more at 4-6M. $0.0237 when it was said, −61.1% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-18-17/)
- **Cards, neutral** at 1:23:57: "I personally think it’s a little too expensive. If you pull back, I’d be I’d be happily buying it. I just I can’t get there." It is the best on-chain proxy for the Pokemon card market, but he thinks it is too expensive and would buy a pullback. $0.1762 when it was said, +97.0% since. [Call](https://fullportshow.com/calls/2026-08-18-18/)

### Also came up

- **PunkStrategy** at 2:28: "Much more chill than the Punk strategy days"
- **Micron (MU)** at 58:15: "So MU trade is hitting or it’s down today."
- **Anthropic** at 58:46: "The second derivative slowdown on anthropic numbers is what is like leading to the cause of weakness"
- **Bitcoin (BTC)** at 1:15:14: "It’s been able to happen while Bitcoin is where it is… Bitcoin hasn’t been running. It’s been range balance slash week."
- **NVIDIA (NVDA)** at 1:18:26: "It seems like NVIDIA, I think reports next week. So I think that that’s what people will be watching there."

### Clips

- [hunter orrell's team tracks every wallet that buys a token and what it sold to get there](https://www.youtube.com/shorts/h62zL1b-voI) (from 37:50)
- [It wasn't the system. It was me.](https://www.youtube.com/shorts/aq5QWToLFWM) (from 50:51)
- [hunter orrell is watching September Fed odds slide back toward a coin flip](https://www.youtube.com/shorts/2K-gc1nNOCY) (from 1:17:35)


## Full Port 8/13 with Guest 0xQuit

Markdown with the transcript: https://fullportshow.com/episodes/2026-08-13.md

Full Port, Thursday, August 13, 2026, 1:32:18 long. Hosted by gmoney and Hunter Orrell.

- Episode page: https://fullportshow.com/episodes/2026-08-13/
- YouTube: https://www.youtube.com/watch?v=6W6jrc_pT94
- Spotify: https://podcasters.spotify.com/pod/show/hunter-orrell/episodes/Full-Port-813-Market-News-with-Guest-0xQuit-e3nc6bj
- Apple Podcasts: https://podcasts.apple.com/us/podcast/full-port/id6801220433
- This episode as JSON: https://fullportshow.com/data/episodes/2026-08-13.json

### Calls

Every buy, sell or avoid the hosts made, in order, priced by Indeix when it was said. Moves are as of 2026-10-15 23:44 UTC.

- **Nebius (NBIS), long** at 6:02: "It’s up another five, 6% today… maybe test that 300 level, pull back a little consolidate, and then ultimately go higher" Blowout earnings and long-term GPU lease repricing break the AI depreciation bear thesis; holds longer-term calls up 50-60% and sees a reverse head and shoulders toward ~500, with ATM offering as overhang. $293.75 when it was said, −36.7% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-13-01/)
- **Micron (MU), long** at 8:11: "I’m adding to MU and here we are and I’m up another 15% on that trade." Added to Micron on the pullback and it rebounded on AI demand; chart looking good though more crowded than Nebius. $949.16 when it was said, −2.7% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-08-13-02/)
- **NVIDIA (NVDA), long** at 8:20: "I think Nvidia at some point will really just start to catch legs… I think it’s going to have like another powerhouse move up there." After a long consolidation, expects a breakout as the market sees NVIDIA is not overlevered and is making the right moves for AI. $225.55 when it was said, −3.8% since, against it, over months. [Call](https://fullportshow.com/calls/2026-08-13-03/)
- **Gold, long** at 15:55: "Gold is down like a half a percent consolidating a little bit… I think like you want to stay long" Gold pulling back slightly; Japan easing related trade, advises staying long. $4,377 when it was said, −4.8% since, against it, over weeks. [Call](https://fullportshow.com/calls/2026-08-13-06/)
- **FWA, long** at 38:50: "I think the gamification of it will happen over time. And like, as long as you keep getting spins, then like, the protocol like survives" Compares FWA to Polymarket as a new market type; less concerned about price drop, bullish on liquidity layer then distribution. $0.0238 when it was said, −61.3% since, against it, long term. [Call](https://fullportshow.com/calls/2026-08-13-08/)
- **Pump.fun (PUMP), long** at 1:16:44: "It’s why I love Pump.fun on a long term investment thesis of Pump. I think Pump is insanely undervalued for what they’re doing." Dollar cost averaging into PUMP as an undervalued revenue-generating asset despite FOMO competition. $0.00291 when it was said, +55.3% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-08-13-11/)
- **Uniswap (UNI), long** at 1:17:07: "I like Uniswap on a long term scale. And I’m, I think anything that falls into that category and like the long term stuff like cashcat etc." Dollar cost averaging into long-term revenue-generating assets including Uniswap. $3.48 when it was said, +114% since, in its favor, long term. [Call](https://fullportshow.com/calls/2026-08-13-12/)
- **Cashcat, long** at 1:17:18: "The long term stuff like cashcat etc. Great, awesome. Things that I have my eyes on and you know I’m dollar cost averaging into." Lists Cashcat among long-term holdings being dollar cost averaged. $0.1496 when it was said, −17.7% since, against it, long term. [Call](https://fullportshow.com/calls/2026-08-13-13/)
- **Bitcoin (BTC), short** at 1:23:16: "It’s probably maybe going to retest those lows… Maybe I think we probably break that 62… If I were to short, I would my stop would be the high from this day." Bitcoin chart looks weak; cautious short possible toward 62k with stop at the day's high near 65k. $63,610 when it was said, +29.1% since, against it, over days. [Call](https://fullportshow.com/calls/2026-08-13-15/)
- **Lighter (LIT), long** at 1:26:06: "I’m looking for some weakness. I’m bidding below two. Like two dollars, two dollars, 20 cents, somewhere in there." Lighter highly undervalued versus Hyperliquid if adopted by venues like Robinhood; bidding on weakness and will buy if narrative pushes price down. $2.38 when it was said, +27.5% since, in its favor, over months. [Call](https://fullportshow.com/calls/2026-08-13-16/)

### Also came up

- **Bloom Energy (BE)** at 14:59: "A big winner, like the bottleneck trade is is Bloom Energy, because they’re going to be providing the energy for like a lot of these Texas plants"
- **FWA** at 29:58: "I think FWA is probably one of the coolest things I’ve seen in crypto in years"
- **Uniswap (UNI)** at 57:03: "Uniswap RWA volume has gone exponential."
- **Cards** at 1:17:40: "I’ve been looking at the chart for that for a while. I just like can’t get past the valuation, just yet"
- **Hyperliquid (HYPE)** at 1:27:13: "To be 28x undervalued, what Hyperliquid is, there’s upside here."