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MCG
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Exclusive Alpha, Actionable Insights, M-F 12:00 ET | presented by @fomo @MeteoraAG @MetaDAOProject By @ChillTRD, @mynt_josh and @DineroDom0 - bookings
Joined January 2022
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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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