SpaceX Earnings Tonight, Tokenized Stocks Pushback, and Why Consumer Crypto Struggles

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 30%
- Would the government backstop AI? Elon vs. Anthropic
- Sophon shuts down: is consumer crypto here yet?
- IRL experiences in an AI world, plus bots and fake KPIs
- Sites blocking AI agents and gmoney's Cloudflare trade
- Bitcoin around $80K, rate-hike odds and the midterms
- Patience and discipline in trading
- Companies push back on tokenized stocks
- Perps, Hyperliquid and Lighter

Chapters
0:00 Intro
0:30 The Black Monday That Wasn't
2:06 Korean Neocloud IPO Drops 30%: Be Patient on AI
4:33 Will the Government Backstop AI? Elon vs. Anthropic
7:01 Shout-Outs and the Full Port Call Tracker
8:34 Sophon Shuts Down: Is Consumer Crypto Here Yet?
13:03 IRL Experiences Win in an AI World: The Masters, Kith Ivy and Padel
22:05 Bots, Fake KPIs and Why Venture Scale Doesn't Fit IRL
27:08 SpaceX Reports Tonight: What to Watch
28:33 Meta Earnings and the Hyperscaler CapEx Test
31:00 Sites Blocking AI Agents
33:00 gmoney's Cloudflare Trade and SEO for LLMs
40:01 Bitcoin at $80K, Rate-Hike Odds and the Midterms
42:30 Leopold Levers Up Again: Is AI Positioning Ahead of Itself?
44:00 Patience and Discipline in Trading
47:39 Companies Push Back on Tokenized Stocks
51:35 Perps, Hyperliquid and Lighter
53:01 Netflix Tonight, Shout-Outs and Wrap

Follow
- gmoney: https://x.com/gmoneyNFT
- Hunter Orrell: https://x.com/hunterorrell
- All shows: https://fullportshow.com

Full Port is live every Tuesday and Thursday at 10:30am ET.

Nothing in this episode is financial advice. Do your own research.