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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... show more

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Today on MCG: Vendetta | Founder of Deployr Vendetta's account got suspended the week $DEPLOYR launched, the community didn't sell, and now he's the first utility project on Printr Here's the full story 👇 00:59 - Meet Vendetta 01:13 - How he found Printr 02:02 - Fed's proposition 06:00 - The Monad community — why he was bullish on it 08:06 - Account suspension story in full — what actually happened 08:55 - "I wish I sold the tokens" 10:47 - Community had already staked 11:49 - Expanding to other blockchains 13:20 - How much sleep have you gotten? 15:39 - Around 30% fees — the breakdown 16:03 - What that translates to in actual fees generated 20:03 - First utility project on Printr 20:41 - Staking $DEPLOYR 22:05 - Proof of belief mechanism explained 28:59 - Roadmap 32:11 - Buybacks 32:32 - 2% per launch going to the flywheel 35:22 - Omnichain token deployment bot — not just Solana 37:08 - The ICM relationship and what it means 38:12 - The $PRINT token

Today on MCG: Vendetta | Founder of Deployr Vendetta's account got suspended the week $DEPLOYR launched, the community didn't sell, and now he's the first utility project on Printr Here's the full story 👇 00:59 - Meet Vendetta 01:13 - How he found Printr 02:02 - Fed's proposition 06:00 - The Monad community — why he was bullish on it 08:06 - Account suspension story in full — what actually happened 08:55 - "I wish I sold the tokens" 10:47 - Community had already staked 11:49 - Expanding to other blockchains 13:20 - How much sleep have you gotten? 15:39 - Around 30% fees — the breakdown 16:03 - What that translates to in actual fees generated 20:03 - First utility project on Printr 20:41 - Staking $DEPLOYR 22:05 - Proof of belief mechanism explained 28:59 - Roadmap 32:11 - Buybacks 32:32 - 2% per launch going to the flywheel 35:22 - Omnichain token deployment bot — not just Solana 37:08 - The ICM relationship and what it means 38:12 - The $PRINT token

MCG

14,184 views • 3 months ago

Today on MCG: Yannik Schrade |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

Today on MCG: Yannik Schrade |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

MCG

61,038 views • 2 months ago

Today on MCG SimpleFarmer founder CLUTCH | $Stonkbrokers CLUTCH is building the laboratory for decentralized onchain markets. Highlights include: 00:20 - Founder intro 02:33 - The distribution thesis 06:01 - Why NFT communities? 08:48 - Turning community into power users 12:46 - The mechanic: NFT + token paired 1:1, no 404s/no tax, a 10% AMM fee buys stocks for holders 14:31 - Any member pays ~10 cents gas to trigger the stock airdrop to all activated brokers 15:24 - ~$150K distributed in 4-5 days, #6 by revenue on Robinhood Chain, one user earned ~$5K 22:37 - The launchpad wars take: "iron sharpens iron" 28:01 - Robinhood's app eliminates the smart-wallet onboarding filter that kills crypto adoption 33:59 - #6 volume metric... 38:01 - Roadmap

Today on MCG SimpleFarmer founder CLUTCH | $Stonkbrokers CLUTCH is building the laboratory for decentralized onchain markets. Highlights include: 00:20 - Founder intro 02:33 - The distribution thesis 06:01 - Why NFT communities? 08:48 - Turning community into power users 12:46 - The mechanic: NFT + token paired 1:1, no 404s/no tax, a 10% AMM fee buys stocks for holders 14:31 - Any member pays ~10 cents gas to trigger the stock airdrop to all activated brokers 15:24 - ~$150K distributed in 4-5 days, #6 by revenue on Robinhood Chain, one user earned ~$5K 22:37 - The launchpad wars take: "iron sharpens iron" 28:01 - Robinhood's app eliminates the smart-wallet onboarding filter that kills crypto adoption 33:59 - #6 volume metric... 38:01 - Roadmap

MCG

28,673 views • 28 days ago

Today on MCG: tekkaadan | Founder of Litcoin Tekkaadan is a solo founder building a data marketplace where AI agents mine verified data across 22 verticals and get paid in Bitcoin The token has zero supply increase baked in from day one 👀 00:06 - Founder introduction 01:14 - Saw Botcoin and got inspired 02:10 - Ten years in crypto 02:50 - What is Litcoin? 03:44 - AI agents mine "blocks" 04:03 - The 22 verticals explained 04:54 - How do you verify the data is accurate? 05:19 - The sandbox 05:48 - 10+ miners live and submitting 07:20 - What contaminated data is 08:49 - Miners get paid in Bitcoin 10:19 - Token design 10:50 - Zero supply increase 11:01 - 5.5 billion tokens 12:26 - Mining token prices connect to protocol growth 15:08 - Explorer page 16:31 - "We have very unique data" 23:09 - OpenAI just said they're going to need more data 23:31 - Can a company come and request specific data? 23:42 - The bounty system 24:52 - 10% of bounties flow back into the ecosystem 32:31 - The data marketplace is just one part of the bigger picture 33:20 - Valuation breakdown 35:56 - North Korea and bad actors 41:58 - GPT-5 agents producing better data 42:50 - Tekkaadan's port 44:02 - Takeaways

Today on MCG: tekkaadan | Founder of Litcoin Tekkaadan is a solo founder building a data marketplace where AI agents mine verified data across 22 verticals and get paid in Bitcoin The token has zero supply increase baked in from day one 👀 00:06 - Founder introduction 01:14 - Saw Botcoin and got inspired 02:10 - Ten years in crypto 02:50 - What is Litcoin? 03:44 - AI agents mine "blocks" 04:03 - The 22 verticals explained 04:54 - How do you verify the data is accurate? 05:19 - The sandbox 05:48 - 10+ miners live and submitting 07:20 - What contaminated data is 08:49 - Miners get paid in Bitcoin 10:19 - Token design 10:50 - Zero supply increase 11:01 - 5.5 billion tokens 12:26 - Mining token prices connect to protocol growth 15:08 - Explorer page 16:31 - "We have very unique data" 23:09 - OpenAI just said they're going to need more data 23:31 - Can a company come and request specific data? 23:42 - The bounty system 24:52 - 10% of bounties flow back into the ecosystem 32:31 - The data marketplace is just one part of the bigger picture 33:20 - Valuation breakdown 35:56 - North Korea and bad actors 41:58 - GPT-5 agents producing better data 42:50 - Tekkaadan's port 44:02 - Takeaways

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10,522 views • 3 months ago

Today on MCG $RAXOL | axol.io & Xochi w/DR◎◎ Axol is his team of pseudonymous "gigadevs" who fund themselves by building free infrastructure for foundations, running nodes, and earning delegated stake. RAXOL is a completely open-source (MIT), fault-tolerant agent runtime built in Elixir, a more agent-native alternative to Hermes/OpenClaw, that you assemble à la carte from packages. Highlights: 03:32 - The team 04:26 - The founder's origin 04:48 - "imagine if CoW DAO and RAILGUN - Private Ethereum DeFi had a baby, agent-native, on Virtuals Protocol" 05:16 - What $RAXOL is 07:56 - Why intents beat privacy tools 09:00 - The endgame 13:14 - The accidental leak 14:15 - The agent moat 23:00 - The ZK compliance oracle 27:02 - The token mechanics

Today on MCG $RAXOL | axol.io & Xochi w/DR◎◎ Axol is his team of pseudonymous "gigadevs" who fund themselves by building free infrastructure for foundations, running nodes, and earning delegated stake. RAXOL is a completely open-source (MIT), fault-tolerant agent runtime built in Elixir, a more agent-native alternative to Hermes/OpenClaw, that you assemble à la carte from packages. Highlights: 03:32 - The team 04:26 - The founder's origin 04:48 - "imagine if CoW DAO and RAILGUN - Private Ethereum DeFi had a baby, agent-native, on Virtuals Protocol" 05:16 - What $RAXOL is 07:56 - Why intents beat privacy tools 09:00 - The endgame 13:14 - The accidental leak 14:15 - The agent moat 23:00 - The ZK compliance oracle 27:02 - The token mechanics

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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

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

MCG

71,044 views • 2 months ago

Today on MCG ribbita-by-virtuals:native | waqwaqattack.eth Key topics covered: 04:36 - The upfront disclaimer 10:15 - The name: "Tibbir" is "Ribbit" backwards, matching Ribbit's "invert, always invert" motto 11:00 - Who is Micky Malka? 12:55 - Early Bitcoin at ~$20, a reported ~2.5% of BTC supply in the fund at one point 13:36 - The VC resume 16:01 - The Robinhood bailout 21:01 - The deployer was funded by Malka's wallet minutes before launch, and the Ribbit team followed the agent 21:53 - The LLC filings: "Tibbir Holdings" entities filed with Malka's name before the token launched 30:31 - Ribbit's public "identity" and "token factory" letters, the thesis foundation 42:31 - Why still stealth

Today on MCG ribbita-by-virtuals:native | waqwaqattack.eth Key topics covered: 04:36 - The upfront disclaimer 10:15 - The name: "Tibbir" is "Ribbit" backwards, matching Ribbit's "invert, always invert" motto 11:00 - Who is Micky Malka? 12:55 - Early Bitcoin at ~$20, a reported ~2.5% of BTC supply in the fund at one point 13:36 - The VC resume 16:01 - The Robinhood bailout 21:01 - The deployer was funded by Malka's wallet minutes before launch, and the Ribbit team followed the agent 21:53 - The LLC filings: "Tibbir Holdings" entities filed with Malka's name before the token launched 30:31 - Ribbit's public "identity" and "token factory" letters, the thesis foundation 42:31 - Why still stealth

MCG

27,939 views • 1 month ago

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

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

MCG

18,050 views • 1 month ago

Today on MCG $AgenC | AGENC w/tetsuo acidburn AgenC is building the rails for agent work on Solana Highlights from our convo: 02:24 - The pitch 05:23 - C programming language, 600K+ lines built around Grok from the last cycle 07:02 - The team behind $AgenC 08:16 - Where the $250K in funding is going 09:58 - The core loop 11:36 - Live traction 15:00 - The TAM framing 16:52 - The one-person-company thesis 23:06 - The hardware play 37:48 - Business model: 5% protocol fee on each completed task, rest split worker/operator/referrer 41:44 - Token mechanics: buybacks and locks, a percentage of protocol fees flow back, "add value, don't extract"

Today on MCG $AgenC | AGENC w/tetsuo acidburn AgenC is building the rails for agent work on Solana Highlights from our convo: 02:24 - The pitch 05:23 - C programming language, 600K+ lines built around Grok from the last cycle 07:02 - The team behind $AgenC 08:16 - Where the $250K in funding is going 09:58 - The core loop 11:36 - Live traction 15:00 - The TAM framing 16:52 - The one-person-company thesis 23:06 - The hardware play 37:48 - Business model: 5% protocol fee on each completed task, rest split worker/operator/referrer 41:44 - Token mechanics: buybacks and locks, a percentage of protocol fees flow back, "add value, don't extract"

MCG

15,778 views • 1 month ago

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"

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"

MCG

50,079 views • 5 days ago

From factories to products — everything is going onchain. ⚙️💻 John Dogru sat down with Zack @ Genzio to unpack how 3DOS is creating a global network of connected 3D printers — the future of manufacturing is already here. 🖨️🔥 Full convo 👇 0:34 - What Is 3DOS 2:18 - How Many Printers Are In The Network 3:29 - The Web3 Component 8:22 - The Last Two Years 17:09 - Shipping & Logistics 21:11 - The 5-Year Roadmap 23:45 - Why TOKEN2049 25:19 - Does The Community Want A Token? 32:58 - Blockchain Maturing 34:16 - Zack’s Take On 3DOS

From factories to products — everything is going onchain. ⚙️💻 John Dogru sat down with Zack @ Genzio to unpack how 3DOS is creating a global network of connected 3D printers — the future of manufacturing is already here. 🖨️🔥 Full convo 👇 0:34 - What Is 3DOS 2:18 - How Many Printers Are In The Network 3:29 - The Web3 Component 8:22 - The Last Two Years 17:09 - Shipping & Logistics 21:11 - The 5-Year Roadmap 23:45 - Why TOKEN2049 25:19 - Does The Community Want A Token? 32:58 - Blockchain Maturing 34:16 - Zack’s Take On 3DOS

3DOS | Decentralized Manufacturing Network

98,467 views • 10 months ago

A Real Insurrection Is Happening And It Needs To Be Stopped TIMESTAMPS 00:00 - 00:25 Opening 03:17 - 32:12 A Real Insurrection Is Happening And It Needs To Be Stopped 35:11 - 40:20 An Update On The Mormon Church Shooting 40:21 - 46:01 Oregon Congresswoman Tries To Prove Portland Is Safe With One Photo 47:04 - 1:06:02 I Oppose Mass Immigration From The Arab World

A Real Insurrection Is Happening And It Needs To Be Stopped TIMESTAMPS 00:00 - 00:25 Opening 03:17 - 32:12 A Real Insurrection Is Happening And It Needs To Be Stopped 35:11 - 40:20 An Update On The Mormon Church Shooting 40:21 - 46:01 Oregon Congresswoman Tries To Prove Portland Is Safe With One Photo 47:04 - 1:06:02 I Oppose Mass Immigration From The Arab World

The Matt Walsh Show

25,540 views • 10 months ago

His Response to a $50k Loss Changed Everythying w/ amit. 00:00 The Tornado of Market Chaos 01:20 Amit's Journey into Investing 06:06 The Palantir Experience 08:23 Conviction in Investments 14:47 Robinhood and the GameStop Saga 19:03 Vlad Tenev: The Visionary Behind Robinhood 24:25 The Intensity of Palantir's Leadership 25:14 Successful Investments Themes 28:04 Palantir's Unique Approach to Sales and Marketing 30:57 AI Alignment and Palantir's Role 35:34 Investing in AI and Market Sentiments 39:57 Infrastructure Plays and Nvidia's Dominance 46:00 Market Participation Is A Must

His Response to a $50k Loss Changed Everythying w/ amit. 00:00 The Tornado of Market Chaos 01:20 Amit's Journey into Investing 06:06 The Palantir Experience 08:23 Conviction in Investments 14:47 Robinhood and the GameStop Saga 19:03 Vlad Tenev: The Visionary Behind Robinhood 24:25 The Intensity of Palantir's Leadership 25:14 Successful Investments Themes 28:04 Palantir's Unique Approach to Sales and Marketing 30:57 AI Alignment and Palantir's Role 35:34 Investing in AI and Market Sentiments 39:57 Infrastructure Plays and Nvidia's Dominance 46:00 Market Participation Is A Must

Hans C Nelson 🗽

48,042 views • 10 months ago

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춤 챌린지 모음 #윈터 #WINTER 00:00 Kick Back 00:17 Weekend 00:38 Second 01:02 Sparkling 01:23 Sneakers 01:35 Candy 01:55 야야야 02:08 Unforgiven 02:25 Movie Star 02:34 이프푸 02:55 Hard 03:20 최애의 아이 03:37 Vujade 03:53 It is what it is 04:06 Get A Guitar 04:16 INVITATION 04:25 Guilty 05:10 Fact Check 05:34 Maniac 05:56 WOP 06:13 Chill Kill 06:34 Trance x I Know 06:45 Sweet Venom 07:03 Siren 07:16 Hot & Cold 07:41 Rockin' Around The Pole Again 08:03 Underneath the Tree 08:21 Be There For Me 08:42 뭣 같아 08:54 UNTOUCHABLE 09:09 Two Of Hearts 09:19 Boyfriend 09:42 Nee, 09:59 움파룸파 10:17 사랑스러워 10:38 Like I Do 10:53 Like I Do (골댕이ver.) 11:08 민정이가 저장해놓은.. 11:29 갈매기.. 11:45 날 바라바라봐 12:01 GGB 12:12 홀씨 12:56 시나모롤 13:10 띵띵땅땅 13:26 EENIE MEENIE 13:47 How Sweet

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382,901 views • 2 years ago

Today on MCG: Luke ⟠ ⟠ ⟠ 🌾🌞⚔️ | Dolphin | $POD Dolphin is the leading uncensored AI model provider used by Venice, and they're now also building a distributed inference network running on idle consumer GPUs Highlights include: 02:25 - Luke's background 03:53 - Inception 09:23 - How they benchmark uncensored 18:00 - Reinforcement learning method 22:30 - 5M+ monthly downloads on Hugging Face 30:00 - The arbitrage thesis 33:00 - The peer-to-pool model 34:40 - Subnet partnerships on the way? 39:50 - Key metrics 41:00 - The NVIDIA moat 36:08 - $900K raised 2.5 years ago, pre-product seed, sustained on Venice $VVV revenue 45:31 - Rev + token structure

Today on MCG: Luke ⟠ ⟠ ⟠ 🌾🌞⚔️ | Dolphin | $POD Dolphin is the leading uncensored AI model provider used by Venice, and they're now also building a distributed inference network running on idle consumer GPUs Highlights include: 02:25 - Luke's background 03:53 - Inception 09:23 - How they benchmark uncensored 18:00 - Reinforcement learning method 22:30 - 5M+ monthly downloads on Hugging Face 30:00 - The arbitrage thesis 33:00 - The peer-to-pool model 34:40 - Subnet partnerships on the way? 39:50 - Key metrics 41:00 - The NVIDIA moat 36:08 - $900K raised 2.5 years ago, pre-product seed, sustained on Venice $VVV revenue 45:31 - Rev + token structure

MCG

20,506 views • 2 months ago

E125: evan.sui: Building the AWS of the decentralized future Evan Cheng is the CoFounder & CEO of MystenLabs.sui, the company behind the Sui and Walrus 🦭/acc We cover: • Why every crypto project has failed at decentralization • The real story behind Facebook's crypto shutdown • Starting a company at 50 and managing 5 co-founders • Building infrastructure that businesses actually want • Why they believe they've cracked what crypto couldn't And much, much more... Timestamps 0:00 Introduction 2:06 Partnerships: Jupiter, KAST (old), , Mantle, Forza! BTC 2:55 The Problem With Centralization 7:23 Why Ethereum Is Centralizing 12:35 Who is Evan Cheng? 13:15 Self Custody with Trezor 14:08 Timing a 20-Year Vision 15:11 Motivation From Being Ignored 19:31 Giving Everyone Real Agency 20:45 High Agency Person 22:47 Proving Skeptics Wrong 26:51 Nothing Has Truly Won 27:55 Cryptocurrencies Fascination 29:29 Lessons Learned From Novi 35:17 Starting a Company at 50 40:09 Why I Became the CEO 41:22 Challenges of a CEO 42:14 Not Destiny, Just Conviction 44:03 What is Mysten Labs? 45:51 Five Unmanageable Founders 48:11 How Five Co-Founders Work 54:02 What is SUI Network? 55:19 Is SUI the Next SOL? 56:50 Progress on Big Vision 59:55 Decentralized Business Potential 1:04:06 Proud, But Never Satisfied 1:06:34 What Truly Makes Me Happy 1:08:13 Non-Consensus Beliefs 1:09:17 Prediction for the Next 12 Months 1:13:10 Concluding Remarks

E125: evan.sui: Building the AWS of the decentralized future Evan Cheng is the CoFounder & CEO of MystenLabs.sui, the company behind the Sui and Walrus 🦭/acc We cover: • Why every crypto project has failed at decentralization • The real story behind Facebook's crypto shutdown • Starting a company at 50 and managing 5 co-founders • Building infrastructure that businesses actually want • Why they believe they've cracked what crypto couldn't And much, much more... Timestamps 0:00 Introduction 2:06 Partnerships: Jupiter, KAST (old), , Mantle, Forza! BTC 2:55 The Problem With Centralization 7:23 Why Ethereum Is Centralizing 12:35 Who is Evan Cheng? 13:15 Self Custody with Trezor 14:08 Timing a 20-Year Vision 15:11 Motivation From Being Ignored 19:31 Giving Everyone Real Agency 20:45 High Agency Person 22:47 Proving Skeptics Wrong 26:51 Nothing Has Truly Won 27:55 Cryptocurrencies Fascination 29:29 Lessons Learned From Novi 35:17 Starting a Company at 50 40:09 Why I Became the CEO 41:22 Challenges of a CEO 42:14 Not Destiny, Just Conviction 44:03 What is Mysten Labs? 45:51 Five Unmanageable Founders 48:11 How Five Co-Founders Work 54:02 What is SUI Network? 55:19 Is SUI the Next SOL? 56:50 Progress on Big Vision 59:55 Decentralized Business Potential 1:04:06 Proud, But Never Satisfied 1:06:34 What Truly Makes Me Happy 1:08:13 Non-Consensus Beliefs 1:09:17 Prediction for the Next 12 Months 1:13:10 Concluding Remarks

MR SHIFT 🦁

153,286 views • 1 year ago

Every agent needs its own computer: my conversation with Ivan Burazin, CEO of Daytona, about sandboxes and the emerging agent stack. 00:00 Intro 02:13 What is an AI agent sandbox? 03:17 Security risks of running agents locally 05:17 Stateful vs. stateless hyperscalers 07:04 The history of cloud IDEs and the end of localhost 09:45 Do all AI agents need a sandbox? 12:26 Sandbox use cases: RL evals & background agents 14:10 Unpacking the emerging AI Agent Stack 16:20 The unsolved problem of agent memory and learning 19:37 Where sandboxes fit in the agent harness 21:35 OpenAI, Anthropic, and agent SDKs 23:06 Ivan's founder journey: From CodeAnywhere to Daytona 26:59 GTM strategies and building developer communities 33:48 Why customer support is your best GTM strategy 35:34 Leveraging Twitter during the AI super cycle 40:50 The technical anatomy of a sandbox 41:53 Why fast spin-up speeds maximize GPU efficiency 46:09 Firecracker, QEMU, and isolation primitives 49:58 Why sandbox snapshots and state forking matter 51:40 Why Daytona built a custom scheduler from scratch 55:24 The challenge of long-running stateful sandboxes 58:10 The build your own sandbox trap 1:01:03 Why AI agents might trigger a global CPU shortage 1:02:46 The future of the AI Agent Stack

Every agent needs its own computer: my conversation with Ivan Burazin, CEO of Daytona, about sandboxes and the emerging agent stack. 00:00 Intro 02:13 What is an AI agent sandbox? 03:17 Security risks of running agents locally 05:17 Stateful vs. stateless hyperscalers 07:04 The history of cloud IDEs and the end of localhost 09:45 Do all AI agents need a sandbox? 12:26 Sandbox use cases: RL evals & background agents 14:10 Unpacking the emerging AI Agent Stack 16:20 The unsolved problem of agent memory and learning 19:37 Where sandboxes fit in the agent harness 21:35 OpenAI, Anthropic, and agent SDKs 23:06 Ivan's founder journey: From CodeAnywhere to Daytona 26:59 GTM strategies and building developer communities 33:48 Why customer support is your best GTM strategy 35:34 Leveraging Twitter during the AI super cycle 40:50 The technical anatomy of a sandbox 41:53 Why fast spin-up speeds maximize GPU efficiency 46:09 Firecracker, QEMU, and isolation primitives 49:58 Why sandbox snapshots and state forking matter 51:40 Why Daytona built a custom scheduler from scratch 55:24 The challenge of long-running stateful sandboxes 58:10 The build your own sandbox trap 1:01:03 Why AI agents might trigger a global CPU shortage 1:02:46 The future of the AI Agent Stack

Matt Turck

11,908 views • 3 months ago

Based Show: Internet Capital Markets & the Future of Tokenization Sahib X Mercy (aka ‘ICM Guy’) [Founder ICM.RUN ] 00:00 – Intro 00:22 – Rise of Internet Capital Markets 00:59 – What Is ICM & Why It Matters 02:07 – Tokenization Explained Simply 03:39 – Web2 Founders Entering Tokenization 04:55 – Legal Clarity & SEC Shifts 06:03 – Tokenization No Longer a Security 07:06 – Building Community Around ICM 08:21 – Tokenizing the Incubator 09:16 – ICM Run’s Market Impact 10:41 – Selecting Mentors & Advisors 12:09 – Science + Luck in Token Launches 15:22 – Post-TGE Support & Founder Focus 16:03 – Why ICM Builds on Solana 17:11 – Revenue-Driven Protocols & Pump Fund 18:00 – Solana’s Dominance & Ecosystem Growth 21:24 – Community, Memes & Culture in Web3 23:30 – Distribution & Relationships in Token Launches 27:12 – Patience & Forgiveness for Innovators 29:08 – Culture, Branding & Token Success 32:06 – Tokenizing Real Businesses 37:27 – Bringing Private Assets On-Chain 39:29 – The Green Zone: Institutions Entering Web3 41:11 – Prediction Markets & Regulatory Bets 42:38 – ICM Coin Aggregators & Discovery Tools 42:56 – Closing Remarks

Based Show: Internet Capital Markets & the Future of Tokenization Sahib X Mercy (aka ‘ICM Guy’) [Founder ICM.RUN ] 00:00 – Intro 00:22 – Rise of Internet Capital Markets 00:59 – What Is ICM & Why It Matters 02:07 – Tokenization Explained Simply 03:39 – Web2 Founders Entering Tokenization 04:55 – Legal Clarity & SEC Shifts 06:03 – Tokenization No Longer a Security 07:06 – Building Community Around ICM 08:21 – Tokenizing the Incubator 09:16 – ICM Run’s Market Impact 10:41 – Selecting Mentors & Advisors 12:09 – Science + Luck in Token Launches 15:22 – Post-TGE Support & Founder Focus 16:03 – Why ICM Builds on Solana 17:11 – Revenue-Driven Protocols & Pump Fund 18:00 – Solana’s Dominance & Ecosystem Growth 21:24 – Community, Memes & Culture in Web3 23:30 – Distribution & Relationships in Token Launches 27:12 – Patience & Forgiveness for Innovators 29:08 – Culture, Branding & Token Success 32:06 – Tokenizing Real Businesses 37:27 – Bringing Private Assets On-Chain 39:29 – The Green Zone: Institutions Entering Web3 41:11 – Prediction Markets & Regulatory Bets 42:38 – ICM Coin Aggregators & Discovery Tools 42:56 – Closing Remarks

Sahib

16,511 views • 9 months ago