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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
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.@Collector_Crypt partnered with @ComicBook to bring an on-chain digital vending machine to their 40 million+ users 🤯 “The case for bringing comic books on-chain is even stronger than trading cards.” “You can find your next favorite comic book and know exactly what you’re buying.”
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.@Collector_Crypt and @Loopscale teamed up to build around the idea that collectibles should function like any other asset class inside modern financial markets “You can collateralize them, borrow against them, and use them inside lending protocols.” - @InEphTee This is where RWA's on @solana are headed...
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Today on MCG: @InEphTee | 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 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 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 - @Slabzapp 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 - @blknoiz06 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?
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Today on MCG: @0xDeltaHedged from @OpenGradient Matthew built OpenGradient at Two Sigma as a quant engineer before his co-founder left Palantir to join him. The idea is simple... if AI is going to run our banks, hospitals, and portfolios, someone needs to verify it's actually doing what it says. OpenGradient is building that layer, and the ICO just went off when everything else was crashing 👇 00:00 - Matthew from OpenGradient introduced — just had a standout ICO in a tough market 00:45 - Background — quant research engineer at Two Sigma, co-founder was AI tech lead at Palantir 00:59 - The thesis — like financial transactions settling on-chain, compute and its verification should too 01:08 - Why verifying compute matters — AI is making critical decisions with sensitive data 02:18 - The problem explained simply — most work in 3-10 years will be done by AI 02:23 - Your accountant, portfolio manager, doctor — all potentially AI 02:45 - OpenAI and Anthropic will hand over your data unencrypted if subpoenaed — that's the problem 03:06 - What OpenGradient builds — confidential computing using trusted execution environments 04:04 - ZKML proofs and attestations — what they are and why they matter 04:34 - The blockchain trilemma — how OpenGradient navigates it 06:43 - "If we can't verify what AI is doing, we are absolutely screwed" 06:59 - Model starting to reason in Chinese — a real example of AI drift 07:28 - AI labs only run their own benchmarks — the conflict of interest 11:15 - "I can reduce your token cost by 20%" — the pitch to developers 11:29 - Who's using this today — mostly developers and teams 12:56 - Developer workflow walkthrough — what it actually looks like to integrate 15:07 - Green check mark on-chain — what a verified AI call looks like 15:19 - The TAM — how big is this market? 18:19 - The Facebook/Instagram precedent — data exposed in court 19:33 - Legal responsibility and AI — what companies need to think about 21:44 - Industry bounties — how they're incentivizing verification 24:22 - Compute marketplace — buying from one place, verified across the network 26:20 - $OPG token utility — how it's used in the system 27:02 - Get paid to run nodes — the node operator opportunity 27:19 - Crypto-economic security — how the network stays honest 31:03 - Coinbase Ventures and SVA as backers 31:32 - Tokenomics breakdown 32:00 - ICO launch price — held up well 32:13 - "We're doing good now" — the honest update 34:31 - Revenue generated — early traction 36:03 - Engineered their own memory infrastructure 39:44 - "This paves the road for agents to operate trustlessly" 41:29 - No KYC needed — why that matters for agents 41:54 - In talks with NEAR and other L1s 42:41 - Wrap — fascinating conversation
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