Is 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 · 49:34 US gov moves ~$1B BTC · 54:23 Grok & AI · 57:21 Wrap-up
Full Port is the modern finance show, live every Tuesday and Thursday at 10:30am ET. Follow @gmoneyNFT and @hunterorrell on X.
Not financial advice.
Hunter OrrellHost