MCG
@MCGlive • 22,628 subscribers
Exclusive Alpha, Actionable Insights, M-F 12:00 ET | presented by @fomo @MeteoraAG @MetaDAOProject By @ChillTRD, @mynt_josh and @DineroDom0 - bookings
Videos
Today on MCG $NET | NetNet Capital NetNet Capital is the Reserve Manager for $NET on Robinhood Chain Highlights: 01:11 - AL Dunlap welcomed 02:18 - Core thesis on chain RWAs 04:14 - Full confidence in Robinhood Chain 06:08 - Guiding principle treasury growth 08:23 - Premium down from 23x to 1.4x NAV 09:19 - Treasury bought over $1M of NET 12:37 - Over 5000 NET bought back 13:25 - New bond flow non inflationary 16:37 - Token sinks over burns 17:43 - NetNet Advance explained 19:21 - Almost $500K advanced 20:21 - The Book no loss sportsbook 23:03 - Every bet buys NET 25:47 - Net Long launching later today 26:15 - Long anything with 10x leverage 26:49 - Margin grows so liquidation drops 29:36 - Netcorp teased 36:36 - Team Updates 37:20 - Words for the community 40:00 - Final Thoughts
MCG62,599 görüntüleme • 15 gün önce
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"
MCG263,205 görüntüleme • 2 ay önce
Today on MCG $PONS | Pons w/Ozzy | 奥兹 🅿️ Pons is a non-custodial token launchpad built exclusively for the Robinhood Chain Highlights include: 00:10 - Intro to Ozzy 01:37 - Current position as a launchpad 03:20 - No launchpad fights right now for Pons 04:03 - Whitelisting tokens on Pons 06:30 - Future Plans on Robinhood chain 07:23 - ETH meme comeback 09:20 - RWA penny stock surge 10:03 - Relationship with Uniswap 13:11 - Moved to V4 hooks 15:30 - V4 hooks explained 19:15 - Simple frontend and complex backend 21:51 - Won't buy own/endorse tokens 24:45 - Any future partnerships 25:18 - Web-app for Pons 27:42 - Launch tokens via imessages 29:15 - Insane Volume($13.5B) 29:49 - Fastest growing Start-up Globally 31:11 - The chinese coming on Robinhood 31:57 - What's next for pons
MCG90,441 görüntüleme • 1 ay önce
Today on MCG $STONKBROKER | StonkBrokers w/SimpleFarmer Stonkbroker builds experimental DeFi infrastructure and new financial primitives for tokenized stocks on Robinhood Chain Highlights Include: 03:01 - Built hooks with Hookr 04:20 - Simple farmer's Background 05:23 - Built on Robinhood testnet from January, mainnet in July 06:54 - NFT + token loop, rewards paid in stock tokens 08:35 - Smart launch: anti-snipe fees fund the token’s LP 10:10 - Pair tokens: tokenized LP positions, one-click DeFi 13:08 - Stake stock tokens for LP fees plus dividends 14:57 - SmartLP: $1M+ deposited, $50K fees in a month 16:21 - Robinhood support, retweeted Broker Tools explorer 17:05 - StonkBroker's Mission 23:53 - Thoughts on Mancer 24:32 - Working on a new product "Books" 25:16 - How it works: trader’s token, 75% of liquidity to wallet 26:14 - Epoch ends, trader gets 20% of profits 28:38 - Called “social capital”, you can choose your EPOCH(week, month, year) 29:50 - Closing Thoughts
MCG18,551 görüntüleme • 7 gün önce
Today on MCG $ORBIO | orbio w/ Yash Orbio is a marketplace that sells cheap AI credits for different models at discounts. Highlights Include: 02:32 - Yash’s background 06:53 - Agent's credit problem 07:29 - Fix: trading volume funds inference 07:38 - Grants of up to $25K for builders 08:54 - Launchpad projects: Fiverr for agents, GambleFi 12:59 - Revenue: $46K from credit-card buys 13:45 - 2.5B tokens used a day 16:19 - Credit, the settlement currency for agents 17:25 - Stake ORBIO via FOMO wallet to earn credit 18:49 - Built on Pons, pay for tools in credit 20:31 - Value accrual explained 21:21 - Compared with $VVV 23:52 - Inference comes from volume, minted as USDG-backed credit 24:35 - If volume drops: unused API quota, off-chain backing 26:23 - Multi-chain plans 28:45 - Vision Explained 29:24 - $1.2M raise, VCs buy at a committed price
MCG18,015 görüntüleme • 7 gün önce
Today on MCG $MOO | the memory cow (LONG() eco) Moo is a memory chip stock meme coin on the Long ecosystem, building liquidity pools paired with tokenized memory stocks Highlights include: 3:50 – Origin story 7:03 – AJC's thesis discussed 10:40 – Long's liquidity design 11:46 – Grand vision explained 13:03 – Why memory stocks 14:25 – New pools coming 16:39 – Staying quiet to avoid front-running 17:23 – Different from AI's approach 19:09 – Cornering liquidity routes 21:26 – Raising MOO's status 23:50 – Onboarding strategy 27:33 – FOMO app hijacking volume 29:45 – Robinhood's connection 32:17 – Roadmap 34:18 – Timeline, coming weeks 40:49 – Closing thoughts
MCG82,542 görüntüleme • 1 ay önce
Today on MCG solana:8nnaeWCw8mUypcGAgbmSuzAT85uWx4UN12adDrMhXrGF | Hot Bot w/elijah, whoismax(clawpump Eco) Hot Bot is a private team of specialist AI trading bots that research, snipe, trade, and launch tokens for you Highlights Include: 01:35 - Elijah's Background 03:24 - Max’s background 07:19 - What HotBot is? 10:11 - Why specialized models beat general LLMs 11:37 - Own indexer, reads the chain with no delay 16:04 - 16 users testing, 14 days live 16:58 - Demo starts 17:43 - Research, sniper, trader 3 bots explained 19:47 - 50K tokens a day scanned, 96 trades(Platform traction) 21:41 - Replay engine, backtest your strategy 24:37 - Prompt injection, bots ignore token metadata 27:35 - Focus on Pumpfun pools 29:11 - Shield Bot filters bundled tokens, 92% avoided 33:20 - Roadmap: multi-chain, Robinhood interest 37:06 - How does tokenomics work? 41:13 - Zero supply bought day one, supply from buybacks 44:00 - Shouts out to clawpump team
MCG17,383 görüntüleme • 8 gün önce
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
MCG86,088 görüntüleme • 1 ay önce
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
MCG104,473 görüntüleme • 2 ay önce
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
MCG82,872 görüntüleme • 1 ay önce
AL Dunlap left MCG with a few final words on $NET(🥅,🥅) Despite the price action, Dunlap remains bullish on the project and believes it’s still in its earliest days... “Those who have theses and don’t let the short-term PA affect their theses, those are the ones who do really well in the end.” "Just buy a sh*t ton of NET right now"
MCG23,943 görüntüleme • 13 gün önce
robinhood:0xe934e36a439c94017b64a3fece66af12099abf50 just gave a quick overview of “Books”, a new product being built with $MANCER! SimpleFarmer introduces Books, a new protocol where traders can launch their own tokens, declare a trading strategy, and earn 20% of the profits generated by their trades, with all trading routed through Mancer At 3:15 Josh and Chill break down $MANCER’s tokenomics, including its revenue sharing model, token burns, and circulating supply
MCG13,504 görüntüleme • 7 gün önce
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
MCG84,859 görüntüleme • 1 ay önce
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
MCG102,549 görüntüleme • 2 ay önce
Today on MCG $MANCER | Mancer w/The Slopfather Mancer is a non-custodial DEX aggregator and order layer on robinhood Chain Highlights include: 00:00 - Michael intro 00:31 - Background introduction 03:32 - Building howdy 04:10 - moving to Robinhood Chain 05:18 - Overview of Mancer 06:24 - Stockbrokers team connection & tokenomics 07:57 - learnings from the previous token 10:11 - Mancer core product offerings 15:16 - Go-to-market strategy 19:47 - AI trading roadmap 20:56 - Total Addressable Market 23:07 - Traction explained 25:57 - Solo development 28:58 - Token utility explained 34:32 - Burn metrics 35:16 - FOMO dev updates and continuous deployment 36:50 - UP partnership tease 37:54 - Commitment to product excellence across all features
MCG61,178 görüntüleme • 1 ay önce
Today on MCG robinhood:0xc4f730335fb9e439ca5552f7b52b8e638c4245b0 | Note Systems Note Systems brings private-bank structured notes (autocallable barrier notes on tokenized stocks) on Robinhood Chain Highlights Include: 00:26 - Guest Background 02:06 - $500B TradFi product 03:12 - First on chain 04:06 - Fair launch on Uniswap auction with no VCs 04:30 - Sniper drained 95% of liquidity 05:18 - Team adds $200K of its own funds 06:28 - How the match works 08:30 - Weekly 70% barrier check 10:14 - About 20% APY 11:51 - Vs perps with no liquidations 13:20 - Protection costs 0.1-0.5% weekly 15:24 - $450B market where banks take the middle 17:10 - Retail and big holders 19:41 - Six figure audit with Cypher 21:13 - Mainnet soon and team anon 24:28 - 90% of fees to buybacks anda stakers 26:52 - Notes plug into Longbow 29:49 - Tesla trade demo 32:21 - 4.5% buys 25% protection 35:04 - ETFs and Accrue teased 37:20 - Closing Thoughts
MCG16,322 görüntüleme • 10 gün önce
Today on MCG $CLAW | clawpump w/bunny Bunny announces the ClawPump hackathon winners, Hot Bot and SelfMade tied as overall winners. Claw Pump takes positions in winning projects and helps with tokens and distribution Highlights include: 01:30 – Not everyone won 02:28 – 218 teams tokenized 03:01 - Prize: Claw Pump takes a position, helps with tokens 03:16 - SelfMade, record sales after tokenizing 03:41 – Studios | Claw Hunter 7-10M impressions(Thoughts) 04:24 - Hot Bot and Shinjuku StAItion 04:52 – Hotbot came out of nowhere 06:25 – Why builders over mass deploys 07:07 – What liquid funds need 08:04 – Millions in revenue 08:55 – Creator fees as moat 10:00 – 75/25 fee split 10:58 – Liquid funds at $100M AUM 12:53 – Liquid fund friction points 17:04 - Overall winner is a tie between Hot Bot and SelfMade 18:43 – Jito eyes Hotbot infra
MCG11,540 görüntüleme • 7 gün önce
The Solana builder community is getting a new wave of support 👀 Ansem 🐂🀄️ is funding Solana builders through a hackathon-style event around $ANSEM - The goal is to create more utility and integrations for the token - Builders can participate by building products or adding $ANSEM integrations - Notable contributors from the community, including clawpump and UsePod.ai More details are expected to be announced soon...
MCG100,902 görüntüleme • 2 ay önce
$ORBIO dev Yash breaks down how $ORBIO differs from $VVV While Venice requires users to stake its token to earn credits for accessing its AI models, orbio lets users stake Orbio token to generate credits redeemable across 400+ AI models Orbio’s credits are designed as tokenized inference, where $1 of credit equals $1 worth of AI inference “On ORBIO, you would stake ORBIO itself to generate credit.”
MCG11,325 görüntüleme • 7 gün önce
Today on MCG Trader Radio w/ogle Ogle is the largest holder of Pons, discussed his $10M position and trading philosophy across the Robinhood ecosystem Highlights include: 02:07 – Ogle's background 04:59 – Why he skipped Noxa and picked Pons 09:27 – Why big holders can't easily sell 10:07 – Whether he'll OTC part of his position 11:33 – Pons has way more to go(His Thesis) 15:41 – Buyback/burn mechanics 19:03 – BSC comparison 21:00 – Robinhood onboarding 17M users 27:12 – Take on NetNet, Up 28:33 – Lighter as a Robinhood play 31:19 – "Last chance for retail" thesis 37:16 – Prism Thesis 47:32 – Advice for beginners 53:12 – AOL update 55:07 – Thoughts on Solana 01:00:26 – Retail's closing window 01:02:01 – How to reach him
MCG52,013 görüntüleme • 1 ay önce