MCG
@MCGlive
Exclusive Alpha, Actionable Insights, M-F 12:00 ET | presented by @fomo @MeteoraAG @MetaDAOProject
By @ChillTRD, @mynt_josh and @DineroDom0 - bookings
129 Following 21.4K Followers
Why is @zooko from $ZEC is interested in $DREGG's work?
@ember_arlynx says he’s never met Zooko, but believes the interest comes from their shared focus on privacy, zero-knowledge and formal methods
"It's the cypherpunk undercurrent sort of that would connect the projects. I'm super impressed by how strong the community is too"
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Today on MCG
$DREGG | @DreggNet w/@ember_arlynx
Dregg Net is formally verified distributed zero-knowledge object capability houyhnhnm computing
Highlights:
00:52 - Ember's background
03:12 - Agents need guardrails
06:03 - What Dregg does
08:53 - Why AI hallucinates
10:15 - Business model unresolved
10:59 - Business Model
12:00 - Tokenomics explained
12:48 - Gas token idea
19:49 - Agent messaging platform
20:05 - Usenet-based protocol
21:38 - Monetization uncertain
22:11 - AI acceleration outlook
23:35 - Zcash connection
25:15 - Private AI explained
26:19 - Verified AI routing
28:49 - Long term vision
31:30 - Closing Thoughts
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.@oxranga on the bigger unlock behind $SOLO
Stablecoins sitting idle in protocols like Raydium could generate additional yield while still functioning as stablecoins
The same model can extend to:
• Lending pools
• Perps
• Protocol treasuries
• Individual stablecoin holders
His thesis is to make stablecoins productive by default without changing the underlying infrastructure
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Today on MCG
$SOLO | @solomon_labs w/@oxranga
Solomon Labs builds USDv, a Solana stablecoin that stays at $1 and earns yield automatically while remaining fully usable
Highlights include:
00:03 - Solomon labs recap
01:32 - MetaDAO sponsored, $45M raised
02:41 - USDv launch video
03:19 - Ranga's journey
06:48 - Vs USDC/USDT, no yield
07:27 - Yield-bearing distinction
17:00 - Compares Solomon to Raydium and MetaDAO growth
26:53 - Dividend infra analogy
28:18 - Revenue model, SaaS plus 1-3%
29:36 - Revenue to treasury
30:22 - Scaling math, $1M to $1B
31:09 - TAM discussion, billions processing
36:01 - Decision markets explained
39:18 - Multi-billion ecosystem
42:41 - Ground floor thesis
43:25 - $5.5M committed day one
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“You don’t want anyone to leave the solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 terminal.”
.@MikeJamesX breaks down the vision for Pyth Pro
one platform for global market data with 100+ data publishers covering hard to access markets like equities across Japan, Hong Kong, Korea, India and Indonesia
The goal is make global equities, credit and niche financial data available in one place
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Today on MCG
solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 | @PythNetwork w/@MikeJamesX
Pyth Network delivers real-time institutional-grade price data from exchanges and trading firms directly to smart contracts across multiple blockchains
Highlights Include:
01:55 - NASDAQ deal breaking!
02:23 - Powers major perp exchanges
02:44 - $750B RWA perp volume
03:09 - Targeting $1T+ monthly
03:41 - Rivals are Bloomberg, FactSet
06:01 - Proprietary Pyth price explained
06:17 - Single API, global data
07:33 - Why data licensing shifted
16:10 - APAC single-name equities
21:43 - Revenue engines overview
22:12 - $11.5M ARR, 9 months
24:24 - APAC coverage expansion
26:20 - OpenAI, Anthropic pre-IPO feeds
27:04 - Indices now 20% of ARR
28:35 - New buyback, 100% of revenue
29:10 - Buyback story wraps up
31:03 - Closing Thoughts
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Haha Lfg!! The best to ever do!!
solana:69LjZUUzxj3Cb3Fxeo1X4QpYEQTboApkhXTysPpbpump's SimArena is moving into its next phase...
The team has already started generating revenue through licenses and contracts with universities with several more deployments coming in the UAE
They're also opening SimArena up for users to build with through a hackathon sponsored by @peaq in Germany
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Today on MCG
$PEAQ , $CODEC | @peaq , @codecopenflow and @machinedotfun w/@MartinElKhouri and @unmoyai
peaq is a Layer-1 blockchain purpose-built for the machine economy and they are partnering with codec's Moyai on a robotics launchpad building MachineFun
Highlights Include:
00:56 - Intro to Peaq
01:57 - Token expanded to Solana
03:15 - Doosan partnership live
06:05 - Three-tier bonding system
10:11 - Doosan financing deep dive
14:12 - Partnership rollout stages
19:50 - Drone identity example
21:11 - Tokenizing robots directly
22:12 - Story behind meeting w/@codecopenflow
24:14 - Moyai welcomed on
27:53 - SimArena generating revenue
30:52 - @machinedotfun explained
34:34 - Betting on next Unitree thesis
39:15 - Investment Returns
40:02 - Equity-style model
40:38 - Fee flow and buybacks
41:50 - New partners
43:03 - Deployer pipeline lined up
45:35 - Launch date teased
47:00 - Closing thoughts
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"$BUN is about to break out."
Happy new ATH to all those who celebrate. Got the setup yesterday during live DD on MCG.
gg 🤝
The next evolution of meme stock pairs could be utility 👀
.@ChillTRD breaks down how the next wave could combine utility, novel tech and memetics with tokenized stock pairs
$SHIFFY is one example Chill gave, pairing its meme identity with gold while using the token as an in game currency that rewards holders with gold
"I think there will be this kind of new generation of utility projects that pop up that are paired with tokenised stocks."
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$BUN is breaking out as the numbers catch up…
@mynt_josh and @ChillTRD broke down their thesis on Bun earlier today, highlighting a $9M circulating market cap, $24M in swarm AUM and $260K in agent-generated revenue
The setup:
• 30 AI agents operating within the swarm
• BUN-paired launches create additional demand for the underlying token
• The swarm has generated $260K in revenue from agent activity
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.@ChillTRD on why @solana is picking up steam again...
Here's the thesis:
This cycle is shaping up as Robinhood vs Solana, trading places around tokenized stocks and equities. Despite Robinhood's early lead, Solana's tokenized equity volume has been climbing steadily
Tokenized equity holders on Solana just surpassed 1 million for the first time which is a new ATH
"It's going to be Robinhood versus Solana... for the entire cycle."
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Noah on why $ROUTER exists as the anti-ChatGPT, anti-Claude alternative...
Router's open source models run inside secure and isolated environments, keeping user prompts encrypted so neither Router nor model providers can access conversations
“if the product is too cheap, you're the product.”
Router is pushing back against platforms like ChatGPT and Claude deciding what users can and can’t build through strict guardrails. The goal is private and uncensored models
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Today on MCG
solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 | @SolRouterAI w/@GhostHash1
Router is an private AI inference Built on Solana
Highlights Included:
00:33 - Noah Joins
02:22 - Encrypted TEE inference setup
03:43 - Building uncensored models
05:11 - New Router-NVIDIA pool
06:47 - What does Router do?
08:01 - Mobile app traction growing
09:58 - B2B pitch, regulated industries
15:29 - Switched to subscriptions
15:55 - 50% revenue to buyback
16:43 - Mobile app tease
18:23 - SDK underused and pivot to B2B
20:20 - Privacy demand rising
21:09 - Compares to Venice and DOT
22:40 - Pursuing ISO certification
24:13 - Pricing explained
24:35 - Capital raising?
25:13 - Post token VC problems
28:26 - Built restockdotfun(Explained)
32:20 - Closing thoughts
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$AMBA's tokenomics were broken down on stream...
.@AntiMattersWX says future platform revenue will support token burns, creating a mechanism to reduce supply as the business grows
• Token holders can help settle Oracle disputes
• Token holders will play an increasingly important role in governance as the platform scales
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Today on MCG
$AMBA | @AmoebaFarm w/ @antimatterswx and @ploopiebuttagi
Amoeba farm is a Solana platform for cash-settled options on hardware benchmark
Highlights include:
00:00 - Introduction
02:52 - Julien's background
03:16 - Why RAM matters for AI
05:23 - SanDisk pairing story
06:39 - What platform does
08:00 - Crowd-sourced oracle
09:11 - What's being tokenized
12:04 - Capped options, no fees
12:57 - Why RAM and NAND first
14:06 - Revenue via market making
15:33 - Vision, robotics next
17:51 - BlackRock's own report
19:19 - Team backgrounds
22:02 - Oracle manipulation resistance
23:44 - Open-source, no fees
24:20 - Token, burns and governance
25:22 - Robotics, linear actuators
28:00 - Goal with amoeba farm
32:26 - Traction(Volume, users)
34:30 - Closing thoughts
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Noah explains what separates $ROUTER from AI platforms like @AskVenice...
Both focus on private AI but Router runs its own open-source models instead of relying on thirdparty APIs, keeping user data off external AI servers
Router also adds a crypto-native layer which lets users trade onchain, use vaults and set automations directly through the AI
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Today on MCG
solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 | @SolRouterAI w/@GhostHash1
Router is an private AI inference Built on Solana
Highlights Included:
00:33 - Noah Joins
02:22 - Encrypted TEE inference setup
03:43 - Building uncensored models
05:11 - New Router-NVIDIA pool
06:47 - What does Router do?
08:01 - Mobile app traction growing
09:58 - B2B pitch, regulated industries
15:29 - Switched to subscriptions
15:55 - 50% revenue to buyback
16:43 - Mobile app tease
18:23 - SDK underused and pivot to B2B
20:20 - Privacy demand rising
21:09 - Compares to Venice and DOT
22:40 - Pursuing ISO certification
24:13 - Pricing explained
24:35 - Capital raising?
25:13 - Post token VC problems
28:26 - Built restockdotfun(Explained)
32:20 - Closing thoughts
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.@AntiMattersWX explains what $AMBA is building...
They’re starting with secondary market pricing for memory and compute components, giving traders direct exposure to hardware prices
The model:
• Users submit and vote on market data
• Accurate information is incentivized while bad data is penalized
• The oracle tracks baskets of different hardware components
• Plans to expand into primary markets and include linear actuators for robotics
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Today on MCG
$AMBA | @AmoebaFarm w/ @antimatterswx and @ploopiebuttagi
Amoeba farm is a Solana platform for cash-settled options on hardware benchmark
Highlights include:
00:00 - Introduction
02:52 - Julien's background
03:16 - Why RAM matters for AI
05:23 - SanDisk pairing story
06:39 - What platform does
08:00 - Crowd-sourced oracle
09:11 - What's being tokenized
12:04 - Capped options, no fees
12:57 - Why RAM and NAND first
14:06 - Revenue via market making
15:33 - Vision, robotics next
17:51 - BlackRock's own report
19:19 - Team backgrounds
22:02 - Oracle manipulation resistance
23:44 - Open-source, no fees
24:20 - Token, burns and governance
25:22 - Robotics, linear actuators
28:00 - Goal with amoeba farm
32:26 - Traction(Volume, users)
34:30 - Closing thoughts
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solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 is gaining attention again...
Noah explains why:
The team recently launched a pool pairing Router with tokenized NVIDIA stock after finding no existing platform that supported it
It's now live on @ReStockFun and the pool has already done $500K in volume and paid $5K worth of NVIDIA directly to Router token holders
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Today on MCG
solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 | @SolRouterAI w/@GhostHash1
Router is an private AI inference Built on Solana
Highlights Included:
00:33 - Noah Joins
02:22 - Encrypted TEE inference setup
03:43 - Building uncensored models
05:11 - New Router-NVIDIA pool
06:47 - What does Router do?
08:01 - Mobile app traction growing
09:58 - B2B pitch, regulated industries
15:29 - Switched to subscriptions
15:55 - 50% revenue to buyback
16:43 - Mobile app tease
18:23 - SDK underused and pivot to B2B
20:20 - Privacy demand rising
21:09 - Compares to Venice and DOT
22:40 - Pursuing ISO certification
24:13 - Pricing explained
24:35 - Capital raising?
25:13 - Post token VC problems
28:26 - Built restockdotfun(Explained)
32:20 - Closing thoughts
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Today on MCG
$AMBA | @AmoebaFarm w/ @antimatterswx and @ploopiebuttagi
Amoeba farm is a Solana platform for cash-settled options on hardware benchmark
Highlights include:
00:00 - Introduction
02:52 - Julien's background
03:16 - Why RAM matters for AI
05:23 - SanDisk pairing story
06:39 - What platform does
08:00 - Crowd-sourced oracle
09:11 - What's being tokenized
12:04 - Capped options, no fees
12:57 - Why RAM and NAND first
14:06 - Revenue via market making
15:33 - Vision, robotics next
17:51 - BlackRock's own report
19:19 - Team backgrounds
22:02 - Oracle manipulation resistance
23:44 - Open-source, no fees
24:20 - Token, burns and governance
25:22 - Robotics, linear actuators
28:00 - Goal with amoeba farm
32:26 - Traction(Volume, users)
34:30 - Closing thoughts
Show more
Today on MCG
solana:6SjVTj1VGwFSXn7wEjwFm77LvACeTqB7sQUebYKX8Ds5 | @SolRouterAI w/@GhostHash1
Router is an private AI inference Built on Solana
Highlights Included:
00:33 - Noah Joins
02:22 - Encrypted TEE inference setup
03:43 - Building uncensored models
05:11 - New Router-NVIDIA pool
06:47 - What does Router do?
08:01 - Mobile app traction growing
09:58 - B2B pitch, regulated industries
15:29 - Switched to subscriptions
15:55 - 50% revenue to buyback
16:43 - Mobile app tease
18:23 - SDK underused and pivot to B2B
20:20 - Privacy demand rising
21:09 - Compares to Venice and DOT
22:40 - Pursuing ISO certification
24:13 - Pricing explained
24:35 - Capital raising?
25:13 - Post token VC problems
28:26 - Built restockdotfun(Explained)
32:20 - Closing thoughts
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🔴 LIVE: HOOD Summit Approaches | Robinhood vs Solana | Market Update + Interviews
Today on MCG
$ROUTER | @SolRouterAI w/@GhostHash1
📅Friday, 25th September
🕒12:30PM EST
📍Tune in here
Stream powdered by @fomo and @MetaDAOProject
Before leaving the MCG show, @rdbotato took a moment to praise the $ARGUS community that built this with him...
From 50 members to nearly 2,000 on Telegram. Close to 17,000 followers on X, trending every single day, and real engagement on every post
"Without the community, nothing succeeds, to be honest."
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Today on MCG
$ARGUS | @Arguspad w/@rdbotato ( @arc eco)
Argus is the leading launchpad on ARC, letting people launch and trade tokens using stablecoins directly as gas
Highlights include:
00:36 – Why Argus built on ARC
04:12 – What direction they are headed
09:00 – ARC's blue-chip app ecosystem
10:17 – $5.25M distributed in a week
12:00 – What makes a good launchpad
13:45 – Token config options, RWA quoting
17:16 – 80% revenue to token buybacks
17:19 – Burn numbers, $1.15M burnt
19:01 – LP value accrual explained
20:49 – Full revenue breakdown
21:16 – Why ARK's backing matters
22:13 – Roadmap, V2 launch
25:28 – Community growth numbers
28:07 – Closing thoughts
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