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.
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
Full Port is the modern finance show. gmoney and Hunter Orrell are live every Tuesday and Thursday at 10:30am ET.
gmoney: https://x.com/gmoneyNFT
Hunter Orrell: https://x.com/hunterorrell
Nothing in this video is financial advice. Do your own research.
