coinbilly Buys Invisible Friends, Meta Sells Off, and the PHP Bug That Hit Millions

Meta beat and still sold off. gmoney and Hunter Orrell dig into why (the class C share plan, Meta Muse not monetized yet, and the AI ROI question), gmoney's QQQ hedge and his rules for a red market, and the PHP vulnerability that hit millions of sites, including the AI agent gmoney now runs every hour to patch his own setup. Then coinbilly joins to talk about taking over Invisible Friends: the moment in Kith's office that sparked the deal, the long negotiation, the plan for high-end physical collectibles, staying lean, and why he'd sell Pokémon cards right now.0:00 Intro0:44 Meta Earnings: A Beat, Then a Sell-Off on the Call4:24 gmoney's QQQ Hedge Into a Red Tape5:39 Recreating Business Models: Why Meta Can Still Figure Out Muse7:47 Alexandr Wang, the AI Trade and Staying Patient9:19 Crypto AI Tokens Beat the AI Trade11:28 Hard Assets, Stops and Living to Trade Another Day12:19 The PHP Vulnerability That Hit Millions13:38 gmoney's Hourly AI Security Agent14:34 Is Privacy Going to Zero?17:15 Banks, Quantum Fears and OnlyFans vs. Bitcoin19:57 Claude as Ethics Police? Auditing With Grok, Codex and Opus20:43 Cloudflare, Palo Alto Networks and the Security Trade25:19 Higgsfield Drama and the Move to Local Models26:57 Guest: coinbilly on Buying Invisible Friends31:06 The Moment at Kith That Sparked the Deal33:28 The Vision: Digital Experiments and Physical Collectibles35:28 The Pudgy Penguins Playbook and Higher-End Collectibles40:10 Is Ronnie Fieg Involved?41:18 The Long Negotiation With Markus43:23 AI, Animators and Running a Lean Team47:07 Floor Price, $200K NFTs and the Pokémon Card Bubble52:38 Dream Collabs54:27 Wrap: The Watchlist and Perps (Lighter vs. Hyperliquid)Full Port is live every Tuesday and Thursday at 10:30am ET.gmoney: x.com/gmoneyNFT | Hunter Orrell: x.com/hunterorrell | coinbilly: x.com/coinbillyfullportshow.comNothing in this episode is financial advice.