On Purpose with Jay Shetty
Rezime epizode
SpaceX reports earnings tonight, and gmoney and Hunter Orrell break down what actually matters: Grok usage and AI adoption, not Starlink. Meta's numbers and hyperscaler CapEx could set the next move for neoclouds and chipmakers. They also ask whether the AI trade is over after a Korean neocloud IPO fell 30%, and whether the government would really backstop AI or whether Elon, Meta and Google would just step in if Anthropic or OpenAI ran short of capital. Also on today's Full Port: Sophon shutting down and why consumer crypto is so hard, why IRL experiences gain value in an AI world, bots and fake KPIs, sites blocking AI agents, gmoney's Cloudflare trade, Bitcoin around $80K with rate-hike odds and the midterms ahead, Leopold levering up again, patience and discipline in trading, companies pushing back on tokenized stocks, and perps on Hyperliquid and Lighter. In this episode - SpaceX reports tonight: what to watch - Meta earnings and the hyperscaler CapEx test - Is the AI trade over? Korean neocloud IPO down…
SpaceX reports earnings tonight, and gmoney and Hunter Orrell break down what actually matters: Grok usage and AI adoption, not Starlink. Meta's numbers and hyperscaler CapEx could set the next move for neoclouds and chipmakers. They also ask whether the AI trade is over after a Korean neocloud IPO fell 30%, and whether the government would really backstop AI or whether Elon, Meta and Google would just step in if Anthropic or OpenAI ran short of capital. Also on today's Full Port: Sophon shutting down and why consumer crypto is so hard, why IRL experiences gain value in an AI world, bots and fake KPIs, sites blocking AI agents, gmoney's Cloudflare trade, Bitcoin around $80K with rate-hike odds and the midterms ahead, Leopold levering up again, patience and discipline in trading, companies pushing back on tokenized stocks, and perps on Hyperliquid and Lighter. In this episode - SpaceX reports tonight: what to watch - Meta earnings and the hyperscaler CapEx test - Is the AI trade over? Korean neocloud IPO down…
Epizode
20-
SpaceX Earnings Tonight, Tokenized Stocks Pushback, and Why Consumer Crypto Struggles
SlušanoSpaceX reports earnings tonight, and gmoney and Hunter Orrell break down what actually matters: Grok usage and AI adoption, not Starlink. Meta's numbers and hyperscaler CapEx could set the next move for neoclouds and chipmakers. They also ask whether the AI trade is over after a Korean neocloud IPO fell 30%, and whether the government would really backstop AI or whether Elon, Meta and Google would just step in if Anthropic or OpenAI ran short of capital. Also on today's Full Port: Sophon shutting down and why consumer crypto is so hard, why IRL experiences gain value in an AI world, bots and fake KPIs, sites blocking AI agents, gmoney's Cloudflare trade, Bitcoin around $80K with rate-hike odds and the midterms ahead, Leopold levering up again, patience and discipline in trading, companies pushing back on tokenized stocks, and perps on Hyperliquid and Lighter. In this episode - SpaceX reports tonight: what to watch - Meta earnings and the hyperscaler CapEx test - Is the AI trade over? Korean neocloud IPO down…
19-
Hot PPI, Anthropic Slows, and Elon's AI Game Theory
SlušanoCPI came in hot, PPI came in hotter, and rate-hike odds are climbing. The bigger story is Anthropic saying its revenue growth slowed in Q3, which raises the question of who funds the AI capex buildout. gmoney and Hunter Orrell ask whether the news leaked early, whether the government backstops AI, and why Elon talking down memory could be game theory now that SpaceX is public. Then they get into rates and AI bond supply, oil, gold and Bitcoin, the Bitcoin levels that would still be bullish, Robinhood and tokenization, Adobe and Amazon blocking AI agents, gmoney's Walmart trade, and AI accountant agents. In this episode - Hot CPI, hotter PPI, and rate-hike odds jumping - Anthropic's Q3 growth slowdown and the AI trade - Did the news leak before the headline? Will the government backstop AI? - Elon's memory warning and the SpaceX game theory - Rates, AI bond supply, oil and Iran - Gold catches a bid, Bitcoin reverses, and levels to watch ($75K, about $62K) - Tokenization and the Robinhood bull case - Adobe…
18-
AI Trade Selloff, Blur Shuts Down, and Is Crypto Next?
SlušanoIs 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,…
17-
Quantum Scare, Trump vs Iran, and Who Wins Tokenized Stocks!
SlušanoIs quantum computing about to break crypto? gmoney and Hunter Orrell take on the cryptography scare that followed OpenAI's math-proof release and Justin Drake's "move to fresh wallets" warning. They cover exchange custody vs self-custody and why ancient wallets and US government addresses are suddenly moving coins. Then Hunter flags the government moving roughly another $1B of BTC while they're live. Also: buying a red market without being a hero, what 3,000 on-chain wallets say about the traders who actually make money, homebuilders as a rates trade, who wins tokenized stocks (Robinhood, Solana, Coinbase, Kraken), stablecoins and Treasuries, DeFi 2.0 with Aave and Uniswap, Trump vs Iran into the midterms, prediction-market skew, and Grok plus Samsung and Micron to close. 0:00 Intro · 0:17 Quantum scare · 7:08 Custody & solvency risk · 15:20 Market's red · 17:55 3,000 wallets · 21:15 Homebuilders & rates · 27:00 Who wins tokenized stocks · 36:19 DeFi 2.0 · 41:52 Stablecoins & Treasuries · 44:35 Trump vs Iran…
16-
Rates, Robinhood vs Solana, and AI Usage Decline!
SlušanoThe modern finance show! 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
