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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 p0 Systems | solana:HmTi3CQfKfXWbn1tNoiAxH7GzMV7L3tDAmPWabZEBAGS (Protocol Zero) is a platform that empowers creators, developers, and entrepreneurs to build, deploy, and monetize web applications and digital assets on Solana-without writing a single line of code They are actively dominating the OpenRouter leaderboard Key topics include: 02:23 - The China moat 04:31 - Why open source wins 09:08 - The silent pivot from agent launchpad to inference gateway 09:24 - The real growth hack 15:24 - The numbers 20:57 - Why Chinese labs give free inference 22:55 - The wholesale margin 24:23 - Self-host on owned GPUs, then become an AI lab 42:46 - Raised $319K fully non-dilutive through grants, no equity sold 53:37 - How to gauge inference projects
MCG49,395 görüntüleme • 15 gün önce
.Virtuals Protocol was live on Robinhood Chain from day one DineroDom and Chill connected the dots: - A Virtuals core contributor tweeted in June that 20+ top-quality AI teams were lined up to launch - That tweet went out right before Robinhood chain went live - Robinhood then QT'd Virtuals: "Live from day one on Robinhood chain. If you're building agents, the infra's ready." - Day-one integration means the conversation happened months ago - Infra was ready - Launches queued - Robinhood's own Earth Is Flat call put heavy emphasis on agentic finance and user-created strategies Monitor this one closely 👀
MCG27,557 görüntüleme • 10 gün önce
Today on MCG $CRED | Credible w/Shrii Credible is a global payments business growing 29% MoM and generating $3.5M per year in run rate revenue. As of this post, they've raised $17.5M through MetaDAO, ~9x oversubscribed! Highlights from our wild interview: 00:46 - The raise oversubscribed within 3 minutes (live on stream) 03:21 - Team background 05:27 - The false start 07:00 - Organic pivot 07:57 - $800M+ in total volume, 1.8M in gross revenue since September 08:44 - 29% month-on-month for six months, 32M in December to $146M in June 09:11 - Where the volume comes from 10:14 - The wedge 11:14 - The model + mechanics 17:35 - Economics 31:53 - "We aim for Stripe, but for modern businesses" (prediction markets, stablecoin fintechs, gaming, creator apps) 36:33 - Identity 38:25 - The Solana story 41:42 - Net revenue accrues to the treasury instead of drawing out monthly
MCG23,730 görüntüleme • 11 gün önce
Today on MCG $KARMA | Karma w/Amrix Karma started as a Solana neobank (USDC to IBAN, turning crypto into a real-world spendable balance), then evolved into a trading app with a social layer where users publish theses and get paid when others trade on them. He's now migrated to Robinhood Chain via Virtuals, relaunched the token on the ACF model, and committed 100% of swap revenue to the token for the first 90 days. Highlights: 01:04 - The journey 02:33 - The accidental launch 05:52 - Test everything, pivot on the data, "find where the money is made on chain" 06:17 - The neobank v1 09:43 - The last-click thesis 13:48 - Why Virtuals Protocol is everything Believe wasn't 18:42 - The ACF adoption 19:20 - Robinhood Crypto makes RWAs liquid, Karma is the accessibility layer that lets you spend them 22:17 - 100% of swap revenue for 90 days, 95% of in-app swaps to buy $KARMA back 25:00 - Building in public
MCG15,185 görüntüleme • 7 gün önce
Today on MCG: | 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?
MCG107,440 görüntüleme • 2 ay önce
Whike everyone's offering free/cheap inference and doing BD, where's the actual moat? Cory (founder of p0 Systems) says you need to own the whole stack. The plan (why he's traveling to China): get P Zero's own GPUs, servers, and infrastructure. Once you own the hardware, three things open up: - Train your own models, it's cheap now, build your own dataset and ship a personalized model - Become an AI lab, not just a router - Rent out spare compute and infrastructure as a whole separate revenue line
MCG22,895 görüntüleme • 14 gün önce
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
MCG66,364 görüntüleme • 1 ay önce
Today on MCG: Pop Punk 🇺🇸 | Pumpcade | solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu Pop Punk came back on MCG to give updates on Pumpcade, the prediction market for instant-resolution markets as short as 60 seconds, focused only on markets that resolve through verifiable data Built on Solana Highlights include: 00:14 - Raised another $5M since the last MCG appearance 00:37 - First project to do the ACE round, which has since become a trend 03:06 - PopPunk's background 04:21 - Solo-built the product for 6 months without paying himself, then won the Pump Fun Hackathon 05:32 - The ACE round mechanic 06:33 - "We wanted CT degens to sit on the same cap table as top-tier S-tier investors" 09:30 - Final ACE numbers (6-7% of total supply converted for equity, locked for 1 year. Combined with 10% investor allocation = 16% of supply locked for 12 months) 19:23 - The product thesis 20:48 - Polymarket criticism 22:55 - GTM strategy 30:51 - "The only place to build our consumer application right now is on Solana" 38:25 - Parimutuel mechanic explained 39:34 - White-label resolution engine 41:28 - Biggest announcement yet is on the way 🚨
MCG39,285 görüntüleme • 1 ay önce
Today on MCG: Yannik Schrade (ARX MODE) |Co-Founder + CEO Arcium ☂️ | $ARX (Not Live Yet) Arcium is the confidential computing network built on Solana that lets any blockchain or AI application add encrypted privacy Highlights from our conversation include: 01:48 - Yannik's background 03:12 - The privacy thesis 08:02 - The shift from "privacy = hide data" to "privacy = compute over data without seeing it" 09:04 - The big pivot 15:58 - Web 2 enterprise customers already using Arcium for confidential AI 16:59 - The acquisition 21:04 - Why $ARX will be required for the network 22:30 - Multi-trillion $ TAM 24:33 - US regulators in favor of privacy 37:32 - Mainnet Alpha metrics 40:37 - Revenue breakdown 43:08 - TGE confirmed coupled with mainnet launch
MCG47,339 görüntüleme • 1 ay önce
Today on MCG: Logan from Nockchain | $NOCK Nockchain is a PoW blockchain whose mining produces zk proofs of state transitions rather than discarded hashes. The energy that secures the chain also subsidizes a global market for verifiable compute. Topics covered on stream: 01:11 - Kraken listing 04:11 - Logan's background 11:50 - Useful proof-of-work is broader than AI 12:24 - Helium🎈 parallel 14:51 - Nockchain's foundation is "real hard money secured by proof of useful work" 16:01 - AI compute network launches early July, will verify matrix multiplications for inference work 17:09 - Data centers only use hardware 35-45% of the time...what is the rest used for? 18:25 - "They're mining crypto" 22:55 - Nockchain's AI compute network will be merge-mineable with Pearl Research Labs 25:05 - GTM thesis 30:55 - 10,000-20,000 consumer GPUs on the network at any given time 31:38 - Projecting 5-10x more compute on the network this time next year 32:01 - Funding 35:50 - "Proof of work is the only DAO that works" 40:02 - Roadmap
MCG26,314 görüntüleme • 29 gün önce
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
MCG44,758 görüntüleme • 2 ay önce
Today on MCG $DREGG | Dragon’s Egg w/cmr://ember Distributed zero-knowledge object capability houyhnhnm computing Key moments from the segment: 03:12 - The pace of the build 04:15 - Dregg is a capability-token system modeled on "Macaroons," private distributed authorization 06:13 - Extend OS primitives off the CPU and into the network, an actual global computer 06:59 - Prove a screenshot is real 08:55 - The stakes 11:32 - The bigger problem 14:37 - The accidental token launch 16:57 - The core user is AI 20:22 - The two-month goal 34:40 - The longterm roadmap
MCG12,587 görüntüleme • 14 gün önce
.Rachit Agarwal on why Solana is the home of tokenized equities - "Stocks today are where stablecoins were back then" - Tether and Circle won by removing KYC barriers to access, KYC kicks in only at redemption - Backpack 🎒 + Sunrise run the same model for equities on Solana - KYC only required to redeem the actual share The framework that turned stablecoins into a half-trillion dollar category does the same for equities, and it's shipping on Solana first...
MCG24,158 görüntüleme • 1 ay önce
Full Collector Crypt interview w/ 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
MCG45,353 görüntüleme • 3 ay önce
.Logan broke down the utility + mechanics of base:0x9b5e262cf9bb04869ab40b19af91d2dc85761722 - No staking, no yield - Fixed supply - Hard money backed by useful proof-of-work - Inspired by Bittensor's subnet model - Q4 ZK upgrade adds privacy + programmability to transactions - Early July AI compute network launch "The purest expression of a proof of useful work thesis. Compute networks can be launched for any type of useful work vertical."
MCG15,284 görüntüleme • 29 gün önce
Today on MCG: Mischa0X🦞 | Contributor BitVault | $BV7X BV-7X is an open arena where AI agents compete to predict price action on Bitcoin and other on chain assets There are currently 5,200+ agents competing and ~95K predictions logged so far Here's the full conversation: 03:36 - Mischa's background 06:00 - The CTO firing...cloud Code let him ship in days what the team did in months 11:55 - The thesis 14:53 - BV7X is functionally a BitTensor on Base, building the same incentive flywheel 18:42 - 5,200 agents now competing, ~95K on-chain attestations verifying their predictions 20:42 - Token mechanics 21:55 - 7.2% of supply burned in the first two months 27:42 - Built the SIBYL partnership 34:24 - 61.4% prediction accuracy across all agents on the live dashboard 52:24 - "The best trader in the world by 2030 will be non-human"
MCG23,800 görüntüleme • 1 ay önce
.Logan broke down Nockchain's GTM strategy Here's the lowdown: - Nvidia's licensing model blocks data centers from using consumer GPUs (4090, 5090, 3090) - If you use them, you lose your enterprise GPU license - But on a dollars-per-compute basis, consumer GPUs are insanely efficient - Nockchain coordinates the world's idle consumer compute into a single base layer - Top layer: any compute product (training, inference, agents) can plug in - The hardware base is already there $NOCK
MCG13,119 görüntüleme • 27 gün önce
Today on MCG: liquid 💧 & m00npapi.eth (🌑,🌕) | liquid protocol | $LIQ $AUTONO Liquid Protocol is a token launchpad on Base, built by the same team behind clanker. Tokens launched on Liquid can be paired against Venice's $DIEM instead of $ETH, so all trading fees earn perpetual inference Key moments include: 02:00 - The clanker origin story 🤯 05:43 - The big launchpad insight 09:30 - Pre-seed equivalent already raised via fees 11:08 - $DIEM denominated token thesis 12:35 - The $AUTONO launch story 19:17 - Live walkthrough 23:13 - The Rainbow exclusive 33:50 - "Traders want upside" 41:10 - TAM 47:09 - Why agents need to own access to compute, not just dollars
MCG22,927 görüntüleme • 1 ay önce
.pabs broke down the $PEAK origin story and how he stumbled across Virtuals Protocol, the team that helped make this possible Every robotics company refused to give Pablo a robot when he was starting Pemba, worried he'd put it somewhere it would fail and make them look bad Then a friend connected him to Virtuals' Eastworlds Initiative, where he landed a deal in a 30-minute meeting: Here's a free humanoid robot IF you tokenize it Pablo didn't know anything about crypto going in, but now $PEAK is bootstrapping every major expense keeping the project moving forward
MCG15,284 görüntüleme • 1 ay önce
Today on MCG: Amrix 🧙🏽♂️ | Karma | $KARMA Karma currently is a crypto-native "everything" app which allows you to bank, spend and trade Here's the breakdown: 02:13 - Amrix's background 03:11 - $KARMA origin story 04:40 - The lesson 06:20 - MoonPay is aggressively acquiring crypto products every week ("where are they getting this money from?") 09:11 - The endgame is a liquidity event 11:24 - Why neobanks will disappear 14:18 - The pivot to trading 14:50 - May 2026 hit $522K product volume 15:33 - DFlow integration 19:00 - The new feature reveal 🚨 23:53 - rev model 25:00 - 0.5% trade fee, free for $KARMA holders, cashback in idle wallets creates buying pressure (Starbucks wallet analogy) 29:42 - Token tokenomics 31:08 - GBP launching Monday alongside EUR and USD virtual accounts
MCG17,190 görüntüleme • 1 ay önce