Today on MCG
$AI | @longdotxyz w/ @Natan_benish
Key Highlights:
00:00 β Intro: Natan from long joins for an update
05:50 β Natan's background: CS roots, mechanism design, building Long
07:20 β The numbers: 130M+ RWA volume, ~20% of Robinhood RWA activity
10:20 β The big picture: bridging brokerage assets on-chain
15:00 β AI tokenomics: fees buy back and lock AI
19:50 β Scale check: AI holds ~20% of Nvidia token supply
23:30 β The vision: AI as the "Trump coin of RWA"
25:20 β BIGGEST UPDATE: Long x Lighter tokenized leveraged positions
30:40 β Why it's a moat: ZK-proof router, near-impossible to fork
36:50 β Live reaction: chart pumps as update drops
39:00 β Mechanics Q&A: leverage, liquidation, collateral