The $PUMP market structure has completely shifted, according to @DineroDom0: - Sellers were previously in full control with larger downside moves - Selling pressure is now exhausting as downside legs get shorter and spreads compress - A rounded bottom formation and trend reversal are beginning to form - The unlock overhang has cleared, removing a major source of uncertainty - Revenues remain strong, recently surpassing Hyperliquid in weekly revenue 👀 - Despite criticism around volume, the protocol continues to generate significant fees while burning 50% of revenue - Technicals, fundamentals, and sentiment are all showing signs of strength Was a more vocal team (ie. @sapijiju's weekly updates) the catalyst pumpfun was missing?!

Today on MCG @Natan_benish founder @longdotxyz | $AI LONG lets you pick a stock, launch a new token on top of it, and trade it normally while the underlying stock token driving the market floor. Highlights include: 03:36 - The thesis 09:23 - Pair with USDG as a fallback, but you lose the stock's upside as the quote asset 16:37 - How it works 19:04 - Why Robinhood is sticky (and other chains aren't) 24:04 - The traction so far... 27:30 - Fee model 30:28 - No ecosystem token, by choice 35:00 - The WallStreetBets parallel 42:35 - On some stocks, LONG's pools represent a big share of Robinhood's on-chain float 43:44 - Positive arbitrage emerging

Today on MCG 12:30 @Natan_benish founder @longdotxyz $AI 1:15 @OxSimpleFarmer founder @ClutchMarkets $Stonkbrokers - Drama in Sherwood as the launchpad wars continue on Robinhood - RH eco pullback - Noxa back!?!? - How should we be looking at macro crypto Provide Liquidity to cash-cat:native and solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump on @MeteoraAG using code MCG:

We asked @MEADGod how value accrues to $PONS The current mechanism: an 80/20 split on buybacks, 80% to buying back the token, 20% to infrastructure, salaries, and legal as they scale. Ozzy says the current economics have a few things that "bug me personally," and V2 is coming (targeted this week) to patch them. He's not presenting the model as finished, he's actively reworking the flywheel based on what's not sitting right.

Most new chains die because they have no users, but @RobinhoodCrypto Chain starts with the opposite problem solved... @DineroDom0's thesis: builders need demand, and Robinhood already has a retail base bigger than Solana and Coinbase combined. Build an agent that researches and executes trades for a fee, and you tap that base immediately, retail users who'd rather ask an AI than learn a brokerage. Robinhood already brought SpaceX, OpenAI, and Anthropic on-chain to its users, and it's clearly building toward agentic finance and accessible RWAs.

$CRED has been on a TEAR @crediblefin posted six straight months of ~29% month-over-month growth, and @NiceGuyShri broke down where it's coming from The curve: $32M in December to $146M in June - 40% remittances - 30% creator apps - 15% dropshipping - 8% gaming and micro-dramas - 7% experimental e-commerce US and European businesses selling into emerging markets get rejected by Stripe, or wait 7-11 days for settlement and eat 7-8% FX. Credible settles them same-day (T+0), supports local payment methods, and works with the businesses Stripe turns away. Credible is filling a HUGE gap and scaling quickly

This Week on MCG Monday 7/20 12:30 - $PONS @ponsdotfamily w/@MEADGod 1:15 - @ripcarsio w/@allocateur Tuesday 7/21 12:30 - $CNX @crynuxio w/@0xaaaaaron 1:15 - @gumdotfun w/@Louisbagwork 2:00 - $FIRE @retirewithfire w/@sonder_crypto Wednesday 7/22 12:30 - $AI (Artificial Inu) @longdotxyz w/@Natan_benish 1:15 - $Stonkbrokers @ClutchMarkets w/@OxSimpleFarmer Thursday 7/23 12:30 - $WODE @Scherwode w/@AJRuecker 1:15 - $CPX @cpx_token w/@capix_ai (@EasyA_Kickstart Eco) Friday 7/24 12:30 - $WRKR @wrkrdev w/@Madankkharel Presented by @EasyA_Kickstart, trade on EasyA at

We broke down @crediblefin's @MetaDAOProject launch (one of the most compelling raises MetaDAO's done to date). The numbers behind it: - $3.5M revenue run rate, growing ~30% month-over-month - Monthly volume from $32M in December to $146M in June - Raised $4M at a $9M valuation, half institutional (they did a road show), half retail - ~$36M in committed capital, only $4M accepted The business: $CRED is a payment processor for emerging markets, bridging a USD payer and a recipient in a local (often hyperinflated) currency, getting legal clarity on both sides and providing the liquidity. Exited founder (@NiceGuyShri) building in a market he already knows.

Exciting updates from @MeteoraAG on the Referral Staking Program! solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL We covered some of the recent LP updates and why DLMM trading on is so powerful. Get started by following @met_lparmy @Heavymetalcook6 and @crimexbt to learn how to DLMM trade.

Today on MCG $AgenC | @a_g_e_n_c w/@tetsuoai @signerless 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"

.@0xZergs broke down the business economics for @USDai_Official The growth is measured in multiples, not percentages. "Every month is our biggest month." But the real constraint is capital. The borrower pipeline is $20B+. The bottleneck is risk capital and secondary liquidity, which is why they partnered with @0xfluid to grow the secondary market base. The scaling logic: TVL can only grow as fast as utilization moves with it. Grow too fast and APR drops, and looping stops. So it's stepwise to $1B, then exponential after. "The compute middle market we're tackling is $2 trillion."

How @USDai_Official generates the highest stablecoin yield above $100M, per founder @0xZergs: - Deposit stablecoins - Capital gets lent against GPU chips in real data centers - "The highest yield for any stable above $100M...no one else is close" - Every loan visible on the live world map on their website - Utilization heartbeat and an underwriting matrix for scoring assets coming soon $usdai | $CHIP

Today on MCG $CHIP | @usdai_official w/@0xZergs The dollar that builds AI, wherever it forms Highlights from our convo: 00:26 - Founder lore 01:55 - 13 pivots before landing on GPU debt 06:12 - One gigawatt data center = the size of Denver, 20 Vegas spheres in a single site 09:00 - Data centers are the perfect escrow system 16:22 - Deal flow 18:15 - The unfinanceable middle market 19:07 - Private credit is in full retreat. @BlueOwlCapital and @blackstone gated redemptions. 22:57 - "Our company slogans are pessimistic, aggressive, and impatient" 24:56 - 3% amortization + 1% interest monthly = 48% annual paydown 45:14 - "Everything in AI pays down debt. A computer is just loans."

.@crediblefin's growth breakdown per @NiceGuyShri The volume trajectory: - December: $32M - February: $58M - June: $146M - 29% month-over-month growth for 6 straight months The revenue mix: - 40% remittances - 30% creator apps - 15% dropshipping → 8% entertainment → 7% e-commerce The edge: they accept the businesses Stripe rejects

Today on MCG @clawpumptech w/@ConejoCapital ($CLAW) Bunny returns after winning both the @Pumpfun Hackathon AND the @colosseum Hackathon (500K+ total winnings). Volume crossed $111M since launch (up from $64M last MCG appearance), $598K in last 24 hours, half of $CLAW is already locked with more coming, and @blknoiz06 just invited him to this week's @MarketBubble show! The pivot and other highlights: 00:47 - Tee up + office tour 02:39 - The realization 03:15 - Pivot to Launchpad focus 06:22 - Migration program 07:29 - The middleman for all onchain projects 08:07 - Key integrations on the way 09:24 - Scouting + ref model 12:43 - Migration fee mechanic 17:52 - Product feedback loop with the @SolanaFndn 19:43 - "You're the largest agentic platform on the Solana ecosystem"...Solana Foundation's direct framing 25:29 - $CLAW updates 26:30 - 35% of 1% creator fee = 0.35% standard take. Migration incentive is 25% instead. 29:34 - Fundraising conversations are for PRODUCT FEEDBACK, not capital. Target: $100-200M annual revenue before real institutional money. 31:33 - Vision

Today on MCG: $PUMPCADE | @pumpcade | with founder @PopPunkOnChain and newly appointed COO @kosgoood Kathleen joined Pop Punk to unveil the Cade Cup, Pumpcade's official debut of their sports markets. They are giving away $6,000+ in daily prizes, as well as $10,000 in $ANSEM / $NEET / $TROLL tokens for pre-registration. Sign-up here to get FREE plays for the rest of the World Cup: Product debuts July 4th Highlights from our convo: 00:34 - Meet Kathleen (newly appointed COO) 06:30 - Raise $6M in 10 days without a pitch deck 07:44 - The token-as-a-tool thesis 14:52 - Why she left Pumpfun for Pumpcade: "the most opportunity out of anything I've seen in 10 years" 17:41 - The Cade Cup unveil 20:14 - Data pipeline..."30 seconds faster than ESPN in testing" 23:33 - Building on Solana vs. Ethereum: "I built on ETH for 8 years and never once did anyone talk to me" 28:16 - Marketing thesis 39:57 - Prize pool 56:00 - Open for people to build on top

All eyes are on @pumpcade following their announcement of the Cade Cup Last time @PopPunkOnChain sat down with us, he teased "one of our biggest announcements yet" tied to the World Cup... Tomorrow, Pop Punk joins back with Cade Cup lead, @kosgoood, to break everything down LIVE ON MCG! Grab your popcorn, it's going to be a banger 🍿 In collaboration with @SolanaFndn, Pumcade will be giving away $6,000 per day for free plays for the rest of the World Cup. Jump in and test your luck, it can't hurt. Use code MCG at sign up 👇