Today on MCG @Stateofblocks w/@that1618guy Highlights :n ex Delphi analyst and founder of State of Blocks, a trading community that shares setups and research. Highlights Include: 00:58 - Marcus's Background 03:24 - Relative strength is only relative until the fall catches up 07:03 - @AnthropicAI IPO could drain liquidity like @SpaceX 10:10 - Add risk early and cut risk late 11:21 - Crypto has no passive bid so the marginal buyer rules 11:54 - Calls the Bitcoin low in at $60K 14:21 - $NEAR at $1.80 vs $4 and fundamentals follow price 16:36 - Bitcoin Google searches explain price 18:13 - HYPE at $70 with everyone talking was the warning 20:16 - What gets retail back into crypto? 25:23 - Binance hack of $6B with half frozen 26:00 - Real test is the bank run 28:36 - Bybit handled its hack like a masterclass 31:04 - Bids $HYPE and @Lighter_xyz as the marginal buyer returns 32:50 - Bullish Robinhood Chain after 70-80% pullbacks 33:14 - The trench special bids at a 78% pullback 33:34 - Likes $ORBIO for real revenue 35:05 - Priors dev call at a $2M market cap 43:19 - $700K rewards post was an overreaction 48:36 - Too many copy paste launchpads 49:18 - $BUN is different with AI market making 54:13 - Four agentic finance picks 57:19 - Loves $HOOKR and $STONKBROKER 1:00:06 - HYPE attention and why Kinetic is the beta play 1:03:03 - State of Blocks Discord

The credit layer on Robinhood DeFi is always changing, experimenting and @gagedotcash team is on it. They are working on the meme side. To understand Gage you have to think on @Morpho and @pendle_fi but for memes and without being liquidated According to video, some great news (partners) are coming soon, so they think it will x10 their tvl I liked @0xbisbis confidence, his technical speaking and that they guy is doxxed. You have to bet on people and their will. And i see comintment on this guy Time will tell if robinhood:0x7163ae1b5aea2f09ebc609c52b4dcac0a7a4bc2d rn at 4MM mc was cheap or not @MCGlive i like to hold a custom NFT

had a great time chatting all things robinhood chain with @ChillTRD. we had the wind taken out of our sails a bit over the past 48hrs, but when it comes back (and it already is ) @RobinhoodCrypto will lead the way. give it a listen, and thanks so much @MCGlive for having me on. happy halloween 👻

Yeah, but I've met so many great devs and KOLs along the way. I love @kingprodi and @isellbeforeyou, and those guys are rockstars in my book. We came up out the mud at the same time as @MCGlive, and they're out here helping a bunch of people too. @grizzle_art is one of the best devs in all of Solana. I'd never get off her project because she has the biggest heart I've seen on this chain. She's been building for coming on 2 years, and I've held the whole time. She won't quit and I know at the end of the day she's gonna win big. Life comes down to what you choose to pay attention to. I see the bad that happens, but I spend more time focusing on the good things happening in this space.

Remember the robinhood:0xacc8de336f5d2366fa7334383d8fab73499f582a whitelist @DineroDom0 called out on stream? The first 10 people who DM'd MCG with their wallets got access to the mint at around a $200K valuation. robinhood:0xacc8de336f5d2366fa7334383d8fab73499f582a has since climbed to around $1.8M MC(Thursday), roughly a 10X from mint Dom and @mynt_josh admitted they knew very little about the project but the early opportunity paid off for those who got in This is your reason to watch @MCGlive.

@mynt_josh @MCGlive Last year MCG pass away ICM NFTs This year $FOREVER NFTs Not only for sharing us good resources but also giving us airdrop which is much bigger than the current project airdrop!! "Watching @MCGlive +EV x10"

Cheif $CHOP breaks down how users can earn yield on their base:0xc52aedec3374422d7510e294cfaa90799595cba3 tokens.. Users can wrap surplus into CHOP surplus, where 15% of fees go toward burning the token and increasing its value over time. For higher rewards, they can pair it with WETH in a liquidity pool. 68% of all protocol fees go to farmers, combining token appreciation with LP rewards The yield is driven by arbitrage between the wrapped and main pools, with bots stepping in whenever their prices differ by more than 2%

special shoutout to @MCGlive 🫡 over 1 year. thousands of hours on screen. thousands of builders interviewed. across solana & beyond, @ChillTRD @DineroDom0 @mynt_josh put the spotlight on great builders. consistent, high quality contributions.

Where is Robinhood headed right NOW? .@dimes_xyz breaks down @RobinhoodCrypto's latest earnings and why its on-chain business is becoming a major growth priority CEX revenues are falling while on-chain fees are rising, giving Robinhood more reason to invest in its chain. What started as a bet on tokenization is now showing real product-market fit, with @vladtenev making it clear that onchain is a major growth priority “They may get there late, but they ultimately end up winning in the end.” “CEX revenues down, on-chain fee revenues up.”

.@SonofAdam777_ explains why he believes RWAs are changing the game for DeFi and what he's building with robinhood:0xfce34d21a92069100e3226638140706cf03a266e Instead of relying on their own tokens to power fees and flywheels, protocols can now build around real-world assets like Google, Tesla and gold. With @GldstnOnChain, the goal is to build an on-chain investment bank offering G Funds, index-style products built around tokenized real-world assets. “The problem is when your token goes down, when volume dries up and fees dry up, then your flywheel's dead.”

.@dimes_xyz believes @RobinhoodCrypto Wallet could overtake its brokerage app as the company's main product within five years... Despite frustration over Robinhood's support for builders, he argues that its strict compliance requirements come with access to millions of funded accounts The recent $PONS integration could be an early sign of what's ahead, with the wallet offering more room to build and launch new products. “It's a great surface area for innovating and building all kinds of really interesting projects.” “Actually, what you should be trying to do is see how we can build something that integrates into the overall user experience that Robinhood is building.”

.@mynt_josh breaks down $RIPCARS hitting $300K in daily volume, putting it on pace for nearly $110M in annualized volume.... The protocol's pack-ripping model generates activity from collectors buying and reselling physical collectibles, creating a revenue stream that's less dependent on crypto market conditions. Josh highlights the 5% edge the platform collects across transactions and the potential of this model to sustain volume beyond crypto speculation. “They're buying that product probably at a bulk discount from collectors… and then they're collecting about a 5% edge on all this volume on both sides of that.”

MCG Signal is now linked on @StaticsProtocol homepage footer. Find $STATICS alpha here: Traders use Signal to find alpha, write thesis posts on @fomo, threads on X, track upcoming catalysts and write Substack articles. Link to signal:

Today on MCG🚨 @RobinhoodCrypto Quarterly Ecosystem Analysis w/@dimes_xyz Highlights Include: 00:35 - So back to so over in 24 hours 02:45 - Bitcoin down 7% while Intel drops 30% 05:55 - Robinhood Chain launch sparked risk on season 07:21 - Narrative is capital thesis 09:55 - Capital follows attention dynamic 11:19 - Build a better trenches for normies 13:43 - Where's @RobinhoodCrypto Headed?(Earnings Takeaways) 16:16 - @vladtenev pitched meme stock pairs 17:20 - Listings and posts came right after earnings 19:15 - Slower because Robinhood is a regulated broker 20:33 - @ponsdotfamily wallet integration and wallet may become the main app 24:41 - About access and not safety 26:53 - Guarantees Robinhood is watching FOMO 31:48 - Fractional chief of staff for chain projects 34:40 - Chain trading down 97% since September 36:11 - Outside US can self custody tokenized stocks 36:52 - Round trip proves the liquidity is there

Today on MCG robinhood:0xfce34d21a92069100e3226638140706cf03a266e | @GldstnOnChain w/@SonofAdam777_ Goldstein is an on-chain investment firm on Robinhood Chain that packages strategies into redeemable G-Fund tokens Highlights Include: 00:21 – Founder Adam’s Background 01:01 – "White Whale" hit $250M 02:01 – "Shekels" topped Virtuals revenue 05:16 – Claude Code replaces a $20K/month dev team 06:19 – Why RWAs fix the old token flywheel problem 07:01 – Goldstein is an on-chain investment bank 07:21 – G-Funds are index funds for AI and Robinhood tokens 09:46 – Only NFT Seat holders can mint G-Funds 10:48 – Seat holders earn swap fees forever 11:30 – Mint at NAV, sell higher, instant profit 13:55 – Seat mint costs 0.025 ETH this Wednesday 15:38 – 3x leveraged funds coming later 18:02 – First public app demo 19:49 – ~$2M mcap, 30% circulating, 55% in treasury 21:54 – First 18 stakers become treasury partners 22:59 – App launch could pull 30% of supply off market 25:26 – Closing Take