MCG
@MCGlive • 19,705 subscribers
Exclusive Alpha, Actionable Insights, M-F 12:00 ET | presented by @fomo @MeteoraAG @MetaDAOProject By @ChillTRD, @mynt_josh and @DineroDom0 - bookings
Videos
$STONK could be one of Solana’s biggest RWA plays... DineroDom broke it down: With Robinhood listings driving volume and revenue, more RWA launches could mean more activitymore buybacks and higher valuations for the launchpad $STONK has bought back 10% of supply and is growing it's revenue and actively adding new listings
MCG19,753 次观看 • 1 天前
$NET's games are becoming a direct revenue source for it's treasury... AL Dunlap says, token value dries up over time. The team is building games designed to generate revenue to the treasury • subway game added $100K to the treasury with $15K investment • each game tests a mechanic at scale while generating profit
MCG12,245 次观看 • 18 小时前
Today on MCG $PROLOGUE | Fables w/cs361 Fables is a ve(3,3) DEX on Robinhood Chain Highlights include: 01:52 – Founder's background 04:04 – Why Robinhood 06:04 – Previous Base project 06:35 – ve(3,3) explained 08:22 – Comparison to Meteora 13:36 – Pool launch process 14:19 – Why routing matters most 17:00 – Tokenomics breakdown 19:20 – Emissions strategy 21:00 – Why RWA is their moat 21:53 – What v4 hooks unlock 23:00 – Live fee demo 23:55 – No self-owned pools 24:33 – Growth numbers 26:23 – ETH Global Japan teaser 32:36 – Ratio clarification 34:41 – Host takeaways
MCG71,515 次观看 • 5 天前
Today on MCG $NET | NetNet Capital NetNet Capital is the Reserve Manager for $NET on Robinhood Chain Highlights include: 00:28 – Recap since last time 02:44 – Treasury revenue breakdown 04:51 – Subway game details 06:53 – NFT rewards 11:23 – The RW Play thesis 16:20 – Building blocks for on-chain gaming 17:53 – Why listings don't matter 22:37 – Wrapped staked token version 23:08 – Talks with big distribution partners 24:49 – Basketball arcade game 33:14 – Why NetNet isn't extracting value 35:03 – Builder fee sharing 35:36 – No-loss lottery explained 39:43 – Why the builder stays anonymous 41:16 – Live MMO RPG style game demo 43:49 – Closing thoughts
MCG83,031 次观看 • 6 天前
.cs361 breaks down what comes next for $PROLOGUE - More pools are the priority but token routing comes first - In talks with multiple DEX aggregators to get volume directed to the protocol - Once routing is sorted the pools will be launched - Protocol owned liquidity also in the works "We want to sort all of this out right now and then be able to launch pools as often as we want."
MCG31,016 次观看 • 3 天前
Today on MCG $NET | NetNet Capital Key Highlights include: 01:15 – Founder's background: Dapper Labs, NBA Top Shot, market making through FTX era 06:06 – NetNet Capital explained: rebasing token backed by a real treasury 09:53 – The bond mechanism: discounted NET, vesting, and why it feeds the treasury 14:02 – Staking, emissions, and why the token "can't go to zero" 17:00 – Real World Bonds: buying SpaceX stock straight into the treasury 21:38 – The RWA-play thesis: why holding isn't enough, you have to gamify it 25:15 – The "hypergambleization" thesis, trading and gambling converging 33:07 – Game lineup: Coin Flip, SpaceX Invaders, and early volume numbers 41:56 – Climb Inc: the Game Boy-style game with a $10K jackpot win 50:15 – Fundraising philosophy: treasury is untouchable, raises are separate 57:34 – Roadmap philosophy: "I don't believe in roadmaps"
MCG255,357 次观看 • 24 天前
Today on MCG $BUN | Bundle Cat w/ Justin 🅿️ebis Bundle Cat is the mascot for MoshTrade, a project that helps launch tokens with built-in market making agents Highlights: 00:56 - Justin's background 05:39 - UV Labs involvement 08:36 - What Mosh does 09:45 - Problem it solves 10:38 - Vault mechanics 12:17 - Agents trade Uni v4 18:10 - Tokenomics 20:29 - Deflationary mechanic 21:04 - Structural bid 22:45 - moshtrade launches 23:44 - Principal amount back in a minute 24:20 - Public launch soon 26:24 - Circulating vs FDV clarity
MCG27,228 次观看 • 3 天前
Today on MCG $DOT | Dot w/ Alaa Dot is an Privacy-first anonymous AI platform Key Highlights: 00:41 – Alaa's background 02:43 – Team members 03:30 – Privacy pitch 07:15 – How proxy works 09:13 – Privacy layer explained 11:39 – Live demo 17:43 – Robinhood MCP trading 21:34 – Competing against VVV 22:53 – 4K+ daily users, $10K MRR 23:36 – Revenue breakdown 24:16 – DOT burn 26:24 – Paying user breakdown 26:59 – Staking soon
MCG27,166 次观看 • 3 天前
Today on MCG $UP | up. w/ Alexander up. is the native (3,3) exchange and liquidity layer of Robinhood Chain. Highlights include: 01:07 – What ve(3,3) actually means 02:41 – Why voting tokens had value 07:52 – How locking works 13:02 – The core problem with most ve(3,3)s 15:39 – Up's fix 25:39 – Capital efficiency stats 26:23 – Circulating supply is actually below launch levels 32:43 – Composability pitch 36:44 – Tokenomics deep dive 47:25 – Closing thesis
MCG69,362 次观看 • 12 天前
Today on MCG $HOOKR | Hookr w/ Nodar Key chapters include: 0:00 – thesis on v4 hooks & the "leveraged hooks" tweet from hookrfun 0:58 – liquidity pools explained via the bank analogy 3:15 – nodar's background in crypto/defi 5:01 – origin of zaps and leveraged pools at his last company 7:15 – how v4 hooks unlock borrowing/lending 9:44 – mvp: borrowing against accrued pool fees 10:29 – hookrfun points system from swap activity 13:03 – repositioning as a "hook launchpad" 13:46 – risk engine: liquidations via pool depth 26:11 – need for a simple eli5 explainer 28:09 – team size & ai-assisted build 30:06 – hookrfun's x account hack 33:00 – walking through the leverage demo chart 34:17 – leverage mechanic deep dive 37:57 – ui scope at launch 39:04 – bd strategy: white-labeling onto other launchpads 41:14 – two-token structure: hookrfun + 0x zaps 44:06 – 0x zaps fee mechanics & clanker backstory 48:06 – hookrfun token value & incentives 50:05 – offer to broker launchpad/lp partnerships 52:23 – uniswap verification as top priority 54:29 – closing take on hookrfun's ambition
MCG87,842 次观看 • 19 天前
Today on MCG $V4 | Programmable w/ Hazar Programmable is a launch platform for Uniswap v4 products Highlights include: 01:11 – Token migration to Robinhood 02:53 – Why they left ETH mainnet 04:22 – Not competing with meme launchpads 07:24 – Targeting serious devs 12:50 – The template model 14:38 – Tokenized vs non-tokenized hooks 16:11 – Fee model explained 16:57 – Migration and tokenomics 19:10 – The 3-day migration period 23:46 – Product-first launch 25:43 – ETH vs Robinhood strategy 25:59 – Roadmap 28:56 – Closing thoughts
MCG21,393 次观看 • 4 天前
Great updates from Credible. New financial statements, with profits being returned to the Futarchy governed treasury with flows tracked on 01Resolved In July, the team reported $162M in processed volume, launched a business card spend pilot, shipped an analytics dashboard, and completed the solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta raise on MetaDAO In August, USD–CNY collections and payouts went live, IDR payouts launched across bank transfer, GoPay and OVO, and cash access was announced through MoneyGram terminals, including MGUSD support
MCG25,880 次观看 • 6 天前
"The holy grail of integrations would be something like Rialto or Pawns where we become their credit layer arm." $BOW's roadmap breakdown: - To become Robinhood Chain’s credit layer, letting users borrow against assets without selling - Builder program incentivizing V4 hook and DeFi developers to integrate with Longbow
MCG11,300 次观看 • 2 天前
Today on MCG $DELTA | Delta w/omen + Scoopz + TheVs Highlights include: 06:57 - The product 08:41 - Why early liquidity-compounding matters 09:53 - The thin-LP problem 10:31 - The third product, Pools 11:46 - The moat framing 12:56 - The differentiator 15:54 - The EVM/Robinhood bet 24:56 - Early traction 25:51 - The strategies 28:47 - The dynamic-fee gap 33:00 - The business model 47:13 - The AMM vision
MCG98,114 次观看 • 27 天前
"We're not anti-bundling, we're just bundling so it doesn't extract value." .Justin 🅿️ebis explains solana:Em6ajM2xwou6y2YkfqAxsr5zMjmLepbJUtBaEzCypump's bundling mechanism... Built as a layer on top of ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241, it buys the bundle and routes it into a locked vault with no withdrawal function and buy/sell limits on both sides - The goal is to make bundling an accretive mechanism - generates long-term fees for holders, keeping teams incentivized without token selling
MCG14,200 次观看 • 3 天前
.george breaks down how $BOW's tokenomics work... - 10% performance fee on borrow interest with 35% to treasury 25% to buyback and burn and 10% to stakers - Token trading fees run 80% vault, 15% treasury, 5% stakers 80% of token trading fees fund the vault now, they plan to shift it to stakers and buybacks as it compounds
MCG14,660 次观看 • 3 天前
Today on MCG $BOW | Longbow w/ george Longbow is the first real credit/lending protocol on Robinhood Chain, letting people borrow against tokenized stocks (like Tesla or Nvidia) instead of selling them, built non-custodially on top of Morpho. Highlights include: 00:54 – George's background: cybersecurity grad, ex-network engineer, co-founded with Emiliano 01:48 – Why they built on Morpho: immutable, non-custodial, most secure way to handle user funds 03:15 – Candleman's role: BizDev hire, background building Weave (precursor to Aerodrome) 05:05 – Longbow vs. Aerodrome, why it's a different kind of "credit layer" for Robinhood Chain 06:06 – How borrowing against stocks actually works (tax incentive angle, Tesla example) 07:45 – Vs. Aave comparison 11:04 – Target audience: TradFi/Robinhood retail migrating over, not just crypto natives 12:03 – Growth strategy: community, trust, and metrics-gated integrations already in discussion 13:24 – Current state: deposits/TVL rising, but engagement still low, degen capital vs. conservative depositors 15:07 – Metrics overview: early-stage numbers, vault growth since launch 17:59 – Tokenomics deep dive: fee splits across treasury, vault, buyback-and-burn, and stakers 36:52 – ETH Vault launching Thursday + first tokenized leverage on Robinhood Chain (2x dividends) 38:16 – Roadmap: cementing themselves as "the premier credit layer" for Robinhood Chain, highest options liquidity on-chain 38:54 – Composability: builders program + MCP support so AI agents can use Longbow directly
MCG46,030 次观看 • 13 天前
.DineroDom and Chill break down whether solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx follows the same path as ethereum:0x07f5b6823751c2e2cd4560f28af75ff887102241 STONK has burned 10% of its supply and is making revenue of $800k whereas PONS is doing $4M The key difference is holder demographics, Robinhood traders are happy to put money on the next hot thing but solana traders are mainly focused on memecoins "Stonk still goes. It's not going to be this instant whip to 100 mil"
MCG32,611 次观看 • 9 天前