just wrote about the only pure play scandium miner outside of china on my substack. bought some more today.
this is the next ai bottleneck trade.
https://t.co/axDxWOL2n2
what ive found fascinating doing this show with G is the breadth of topic commentary - did not think id spend part of the show talking about math proofs and encryption
end of day, its all math and theres always a way to make the math harder
Large movements of BTC, ETH, and USDC—including activity from wallets dormant for years—are drawing attention across crypto and government.
@gmoneyNFT and @hunterorrell on Full Port.
Full episode: https://t.co/UQiJvEnzgc
I bought my first penguin a week after it launched and rode the wave up until a week before abstract was released and have not an NFT until @Quotrons404 around a month ago.
I realized that pfp NFTs were doomed and the team never wanted to admit it but there really was no "utility" to be added except for vibes.
Well now that the vibes have been permanently extinguished there is still time to hop on board the next legitimate narrative, tokenized equities.
Kraken and their parent company @Payward will be leading the way with their product, @xStocksFi, to be one of the first movers in this space and hopefully the fees will be routed through enough quotron pools that will make this a generational play.
If you still believe in NFTs, its time to wake up and realize the tides are shifting. This is your last chance to adopt the future of NFTs before you are completely left behind and become a relic of time.
QWO
Cryptography Security Threat: The Question Is When: Cryptographers say this security threat is real—not just theoretical.
@gmoneyNFT and @hunterorrell on Full Port.
Full episode: https://t.co/UQiJvEnzgc
papertrade is more proof that you should be brainstorming net-new protocols that can attract hundreds of millions in deposits
not soulless forks and vaporware
Did OpenAI Crack Cryptography? Why Crypto Markets Reacted: OpenAI’s reported cryptography breakthrough sparked concern across crypto, while markets faced pressure from rates and broader weakness.
@gmoneyNFT and @hunterorrell on Full Port.
Full episode: https://t.co/UQiJvEnzgc
Introducing https://t.co/HyewkUQjDZ , your all in one tracker for the $FWA protocol.
I built it to make it easier to explore what is happening on Fake World Assets, from protocol activity to individual wallet performance.
It has: - Protocol overview
Eth backing, spin cost, spins and deposits EV, $FWA price, burn and staking metrics.
- Protocol activity
Spins, Eth volume and active wallets across different timeframes, plus a live activity feed.
- Spinners and depositors
Wallet rankings, positions, outcomes and estimated PnL breakdowns.
- Wallet profiles
Explore each wallet’s stats, activity and biggest wins, with a direct link to its FWA profile.
- Inventory and CryptoPunks
Explore Nfts in the main pool, their backing and pull probabilities, alongside dedicated Punk winners.
- Custom pools
Discover pools through Trending and All, with artwork, spin counts and Eth volume.
- Burn and staking
Explore token burns, staking and protocol revenue routing.
- Spin Simulator
Compare spinning and depositing scenarios, adjust assumptions and see how gas costs affect estimated returns.
- Community tools
Discover FWAP House, fwachase, FWAkeonomics, Megarip and Punkrip.
PnL estimates include $FWA rewards where applicable. The formulas, assumptions and data sources behind the calculations are publicly documented in the “Methodology” section, so anyone can review how the numbers are derived.
Feedback and bug reports are welcome.
The US Government Just Moved $1B in Bitcoin: The US government reportedly moved another 12,200 BTC, bringing recent crypto transfers to an estimated $3–4 billion.
@gmoneyNFT and @hunterorrell on Full Port.
Full episode: https://t.co/UQiJvEnzgc
it's really hard for me to be bearish on the ai capex buildout, when the tech keeps getting sig better each month. I told my grokbot to use claude to make this clip last night, and then it uploaded it all on its own.
6 months ago was me getting nerd sniped. now its leading to tons of productivity.
Samsung posted record numbers and sold off. Micron was about flat since earnings as of Thursday's show, then fell ~5% by the close. Is memory a show-me story now? #FullPort
gmoney on why a strike on Iran doesn't make sense
“it's almost like we're at a stalemate”
“that'll send up the price of oil even more”
“there are just so many different factions that are trying to like false flag things”
Without confidence that it would end the war, a strike risks Iran hitting regional refineries and sending oil even higher.
Headlines about a strike before the midterms may reflect factions trying to push the president or lawmakers, not a settled plan.