MCG
@MCGlive • 10,664 subscribers
Exclusive Alpha, Actionable Insight, Interviews M-F 12:00 ET | Extra @MCGAlpha | presented by @MeteoraAG By @ChillTRD, @mynt_josh and @DineroDom0 - bookings
Videos
Today on MCG: bass🅱️uddha | Marketing Collector Crypt Collector Crypt is the #1 consumer app on Solana right now, on pace for $85M in May revenue with $30M in inventory on-chain BassBuddah breaks down the ComicBook.com partnership (40M users), the Loopscale lending integration that lets you borrow against your Charizard, the Metaplex compressed NFT work, and where the token is headed once regulation catches up 👇 00:02 - Intro 01:40 - The King welcomed back 02:41 - Soft rebrand reveal, new logo 03:23 - ComicBook.com partnership 04:30 - The gotcha machine guarantees authenticity and quality 05:08 - The pitch 05:50 - Proving any collectible can be tokenized, not just TCG's 06:51 - "We are 5% loading"...Pokemon is 85% of revenue, One Piece 10%, sports 5% 07:18 - Splitting basketball, baseball, and football into their own gotcha machines 07:50 - Sports cards on a tear 09:35 - Loopscale partnership announced 11:05 - Borrow 40-75% of your Charizard's value in USDC, pay back, get the card back 13:15 - White-label thesis 15:36 - Slabz fanboy 17:07 - IRL vending machines as the next frontier 18:42 - Brick and mortar storefronts, grading partnerships, event activations on the roadmap 19:10 - Ebay and Gamestop tension 22:48 - $CARDS token primer 27:51 - $42K airdropped to $CARDS holders this month 30:33 - Compliance disclaimer 31:36 - "30 million in inventory" backed by the company, hopeful one day backed by the token 32:33 - DAT strategy 36:53 - Yield idea 37:39 - Marketplace update 39:58 - USDC offers, counteroffers, username profiles, in-app messaging 41:33 - One-of-a-kind escrow 42:06 - Lifetime buyback dashboard 43:02 - Trustless card-for-card trades, zero fee, any category for any category 45:53 - Why TCG projects support each other 48:43 - Why TCG's blew back up 51:39 - Buybacks confirmed as a priority 52:44 - "We are the number one consumer app on Solana right now" 53:50 - Why this is Solana RWA product-market fit 55:00 - LA Collecticon June 12 57:50 - Miami strategy 59:13 - Ansem connection clarified 1:01:24 - Future livestreams 1:06:29 - Closing analysis 1:08:42 - Takeaways 1:12:54 - Why isn't $CARDS on a CEX yet?
MCG94,616 просмотров • 25 дней назад
Today on MCG: Chris Gilbert | Pod the Squire | | $SQUIRE $SQUIRE is the token tied to a two-sided AI inference marketplace where token holders get free daily inference they can resell on chain. Compute world order. Highlights from our chat: 03:25 - The brain behind this operation 06:11 - The UsePod thesis 13:55 - Why Solana? 18:34 - AI compute as a futures market (oil futures analogy) 24:42 - Long term compute deals actively settling 28:43 - 11x week-over-week growth in token usage 33:50 - Token holders may get direct equity exposure 37:43 - Almost half a billion tokens spent on UsePod this week alone 40:05 - 6 MONSTER partnerships announced last week 41:10 - Interest from industry leaders
MCG44,684 просмотров • 12 дней назад
We asked bunny on why @clawpumpdotfun was built on Solana While Base has their share of AI kingmakers, he said that building on Solana was the greenfield opportunity to own the agentic vertical before anyone else got there Two months later, they are the #1 agentic trading platform on Solana with millions in volume processed
MCG44,186 просмотров • 17 дней назад
Full Collector Crypt interview w/bass🅱️uddha 00:14 - Meet BassBuddah 01:16 - Bringing cards on-chain 02:07 - What inspired Collector Crypt 04:32 - Physical vs. digital 09:33 - Origin story 10:05 - Why build on Solana 11:02 - Mint process 12:56 - Live price updates 14:40 - EV of inventory 16:52 - Expanding beyond Pokemon 20:22 - Payout rate explained 25:26 - PSA vault update 32:00 - About the team 39:12 - Dual reward system 49:01 - CTA 52:40 - Growth and outlook 53:38 - Closing remarks
MCG45,067 просмотров • 2 месяцев назад
Today on MCG: Totalis Totalis is building parlays for ANY event; not just sports Pravesh and his team just made history as the first company ever to accept a Y Combinator investment in stablecoins, settled on Solana 👇 00:58 - First YC stablecoin investment ever 03:21 - Working with YC's legal team 04:27 - Why they chose Solana over Ethereum and Base 05:41 - Any YC company can now take stablecoins 06:15 - Superteam Canada and the Waterloo Blockchain roots 07:52 - What is Totalis? 09:19 - Why parlays on prediction markets haven't existed until now 11:13 - Where is the prediction market industry headed? 12:04 - NYSE invested in Polymarket — what that signals 13:11 - Origin story 15:03 - Totalis doesn't compete with Polymarket — it sits on top 17:05 - How it works mechanically 18:43 - Making YC history — the full behind the scenes 23:13 - When Totalis wins big 25:19 - Token launch timing 27:06 - Consensus, Miami
MCG31,977 просмотров • 1 месяц назад
Full Pumpcade interview w/Pop Punk 01:05 - Founder background 01:34 - Pumpcade lore 03:15 - "Trenchifying" prediction markets 04:35 - Hackathon win and Pump.fun's support 06:40 - Advice to crypto founders 09:10 - Tokenized startups are the future 09:58 - Future of the token and common misconceptions 11:48 - VC pullback 14:08 - Token utility 17:19 - Preseed raise ($1m) 18:30 - The pitch 20:15 - Building on Solana (Solana_devs) 21:35 - Hiring talent (Steve + gnar) 23:00 - Platform redesign 24:00 - GTM & competition 26:00 - Infrastructure revamp 27:50 - User base and stats 29:58 - Tokenomics 31:00 - Fee & revenue model 31:35 - TAM 32:00 - Web2 native 35:25 - Inspo 37: 51 - Permissionless markets 43:00 - A thank you to the early supporters 43:15 - What's to come
MCG21,914 просмотров • 2 месяцев назад
$BELIEVE flywheel will keep spinning Still in the Game made it clear: the team isn’t abandoning the project. If anything, the upside now is larger because the market they’re aiming for is way bigger than “startup investing.” They’re building toward belief markets at scale.
MCG41,983 просмотров • 7 месяцев назад
We went over the PayAI Network | x402 Facilitator analytics on Dune, and the numbers are out of this world. The $PAYAI facilitator saw a phenomenal surge in usage: From 772$ on October 6th to $6.5 Million total value settled on December 8th.... A breath-taking 840,000% growth over the course of 2 months!!! "A good representation of the run and mindshare it got throughout that time" - Notorious D.E.V.
MCG31,073 просмотров • 5 месяцев назад
Full LUKSO interview w/JordyDutch & Jonathan Wan 🆙 0:53 - Meet Jonathan & Jordy from Lukso 4:49 - Lukso explained 9:38 - The future of blockchain 11:40 - A world of singularity 12:00 - Live demo 13:35 - MCG x Lukso universal profile?! 17:00 - Pattern recognition 23:20 - Getting users to flip from traditional rails 26:38 - Crypto vs. blockchain 27:18 - Creating a universal profile walkthrough 31:28 - NFT marketplace demo 40:40 - OpenClaw smart contracts 47:40 - Future of agentic DAO 49:10 - Token utility 55:20 - Quick summary
MCG14,277 просмотров • 2 месяцев назад
LP really is the new trading with Meteora !! "You can now withdraw your token, set it up, so you're selling out of a higher portion at way higher prices and you're still earning fees on the way up." - Crime " Combining the foresight of charting and trading with the power of Meteora and DLMM." - Chill $MET
MCG13,121 просмотров • 2 месяцев назад
Full Street Interview Today: The Rise Of ERC-S ------------------ What we covered 👇 →Momentum: $2B in inbound capital interest for Street, with official launch targeting early March.~100–150 scout interviews (Stanford, Harvard, MIT, NYU). →Street Thesis: ERC-S are tokens backed by real startup equity via SPVs with the goal to bring intrinsic value + long-term capital on-chain. →Pipeline + Case Studies: $KLED case, robotics startup with 8 figure letter of intent in the pipeline, multiple venture studios + VCs interested, first batch in March. →Market Reality + Positioning: Street knows speculation is unsustainable long-term, focus is on attracting patient, structural capital and value is meant to accrue from underlying equity growth. ------------------ TIMESTAMPS ⌚️ 00:00 Lukas (miya) Intro / Street Thesis 07:45 Retail Investors / Impatient Holders 11:05 ERC-S Value/ $KLED Case / Buybacks? 23:00 Pipeline & VCs / Marketing / Scout Program 30:00 First Street Batch, Big Upcoming News 36:00 Mar-A-Lago / Regulations / Crypto Trenches 43:15 Lukas' View On AI / Robotics On Street 48:40 Liquidity / Acquisition / Equity / Pricing 55:00 Street Points/ERC-S Potential/Final Thoughts
MCG13,524 просмотров • 3 месяцев назад
Is $KLED having an Axie Infinity moment but with real enterprise demand for the network? Key numbers: • 100k+ DAU, growing rapidly • #3 on Malaysia App Store, spreading across Asia • 7× enterprise data library growth in 3 months • $1B+ in signed projected IP rights • $10M+ active enterprise contracts live • ~300 enterprise data contracts, ~$1B total potential value • 50M anonymized medical records + robotics & enterprise datasets The key difference making $KLED potentially more investsble for institional investors is the Token → ownership structure in progress via Street and Lukas (miya). Kled AI is more than a narrative, it's a potential unicorn accessible earlier in the fundraising cycle at $100M valuation. Avi Patel has raised $3M from K5, Everbloom, a16z Scout, Magic Labs.
MCG15,814 просмотров • 5 месяцев назад
Full ZERA Interview Today: ZK Privacy Proving Itself ------------------- ZERA is showing rapid progress since their last interview. The team has moved from concepts to working products, including offline crypto transfers, physical tokens, scanners, and developer SDKs already in community hands. Dax and his team are building a legally compliant, peer-to-peer privacy layer using zero-knowledge proofs, avoiding fund control while targeting a near-term mainnet MVP with iterative upgrades. A surprise reveal was Zera Medical, applying ZK tech to healthcare records, allowing secure, verifiable data sharing without exposing patient information. This opens doors to grants and large enterprise deals without diverting focus from the core crypto roadmap. Zera is expanding privacy beyond crypto, and positioning itself at the intersection of compliance, hardware, and real-world adoption. $ZERA --------------------------- TIMESTAMPS ⌚️ 00:00 Intro + Updates 07:10 What is Zera Labs? 10:20 Texas Blockchain Council Partnership 13:30 Zera Medical 20:30 Revolutionary Tech 23:30 Multi Hundred Billion Dollar Business 25:10 Medical Data Inefficiencies 26:50 ZERA Privacy vs 🌪️ Tornado.cash 🌪️ 29:00 Still Focused on Mainnet 36:00 Real World Privacy Solutions 41:30 Meteora Interest? 44:10 Open Source 45:50 Marketing + Social 46:30 ZK For AI Agents 48:30 Ownership?
MCG11,557 просмотров • 3 месяцев назад
$LORIA has printed an impressive move over the past few days and we discussed our strategy for the token today. Launched on BAGS last year on behalf of Andy Ayrey, founder of terminal of truths and a true legend of the space, who kickstarted the 2024 AI meta! We covered it on stream a few days after launch and since then, our thesis has only grown stronger 👇 $LORIA
MCG11,158 просмотров • 4 месяцев назад
Больше нет контента для загрузки