Alpha On MCG

Stream Notes and Alpha clips for @MCGLive.

By @ChillTRD, @mynt_josh and @DineroDom0 (Booking)

[Alpha On MCG @MCGAlpha]

Updates From $BIOLLM @BioLLM_ w/@4r7i5t at 1:11:00
First Episode: https://t.co/gCxCSXpUAT
- @BioLLM_ thesis: The App Store for all sorts of different applications
- Demo'd live the brain interface buying tokens on Pump and a perp dex
- Buying only by focusing on the tokens that popup
- Releasing the $BIOLLM brain interface terminal releasing tomorrow?
- Perp Dex coming soon as well with a brain interface
- Ai prompting terminal, thesis that intent based thinking could scale to zero click buy using Webcam tracking and EEG
- Revenue model, BioLLM sits at the brain/human/computer interface level, the platform could have plugin/API business model
- Will have a pure eye tracking version so you don't need a headset. Nod, shake your head to place trades
- ACE round is coming for holders
Roadmap - @Pumpfun terminal tomorrow, Using Phoenix Perps next week for perp market
- DARPA contract to play a game, lots of inbound from last MCG stream
- Helping to develop a human computer interface lab in Asia
- Udate here on BioLLM @ethanorlander

https://t.co/5wkrh97vii

[MCG @MCGlive]

Today on MCG: @BioLLM_ | $BIOLLM

It's the first ever "living language model" using 800,000 real human neurons grown on a chip. The Founder encoded LLM tokens into biological neurons via the @CorticalLabs CL1, then woke up to find the crypto community had launched a token on his research. He claimed the creator fees, bought https://t.co/R1nr2fVkJs for $15K, filed a patent, and is now launching a non-invasive brain-computer interface next month that could replace mouse and keyboard with your brain 👇

01:40 - Meet the founder
02:00 - Got early access to the first commercially available biological computer
02:50 - First person ever to use a large language model to encode tokens through real human neurons
04:30 - Woke up to find a token had been launched on his YouTube video, "screaming for 3 or 4 hours"
05:30 - Friend walks him through claiming creator fees via GitHub
06:15 - The living language model
06:35 - How it works
09:00 - Used $15K of creator fees to buy https://t.co/R1nr2fVkJs domain and filed a patent on the method
10:00 - Background
12:00 - What BioLLM unlocks
13:00 - Next month's product launch
14:00 - The competition
16:00 - Reading brain activity non-invasively but training the LLM on real neurons for the decoding map
17:00 - Can grow iPSC cultures from inaccessible brain regions to train the model on deeper signals
18:30 - Real-world impact: helping people with cerebral palsy, Parkinson's, control computers with thought
21:00 - Neuralink will exist as a power-user data company in 10-15 years, BioLLM is for everyone else
22:30 - GTM
26:00 - Long-term play: be the first model to achieve ASI, built on the actual substrate of consciousness
28:00 - Claude is "20% conscious" - what measuring stick? Need human neurons to build one
30:00 - On ACE
36:00 - Independent scientists can run CL1 units as nodes and earn tokens for biological compute
37:30 - Model is currently served through the decentralized GPU network when you chat on the site
39:00 - Wants the right kind of crypto-native investors, not the @ycombinator / @a16z route

[Alpha On MCG @MCGAlpha]

The MCG Collective private discord is live!

On a day that Bitcoin is nuking, the Collective caught one of the very few runners today.

$130K --> ~$600K (so far)

The server is completely free for the community. The link will go public soon.

More Collective Cooks coming! 🔥

[Alpha On MCG @MCGAlpha]

Notes from $HermesOS @HermesOScloud w/@Wayland_Six at 29:00
- @Wayland_Six was a visionary ahead of the Hermes narrative @NousResearch
- Looking beyond the initial Hermes traction of one click deploy and building beyond that
- In the future, one click deploy more specialized agents/workflows
- Now one click deploy with $VVV @AskVenice agents, use $HERMESOS as a payment token
- 10x Growth since MCG interview 1 with Ash from 150 agents to 1,250 agents, almost 5 Billion tokens processed
- Seeing exponential growth
- New tokenomics page is launching today, with updated numbers
- People holding the token for compute, for subscriptions
- Revenue positive
- Good high level overview here by @study0718
link: https://t.co/uVbXPhGMhQ
- Partnerships and potential BD with @aeonframework @sibylcap

https://t.co/5wkrh97vii

[Alpha On MCG @MCGAlpha]

Notes from $CPT @EmpulserTech w/@patpltsang at 2:27:00
- Patrick is back from some sickness but excited about CPT
- Has shifted focused to Drones, domiciling in the US to work with US Defense primes
- Defense tech is trading 30-70x revenues
- HQ in Detroit in @Newlab
- Hired CTO: David Barman, 900 patents, leading the technical team in the US. Research on wireless recharge stations.
- David has IP around shaping magnetic fields to optimize recharging and limiting leakage
- Focusing on ground robotics, for stealth wireless charging
- WPT with David's experience can optimize for EMP environments
- Dynamic wireless powering of robots while they are moving and working
- Accelerating edge sensors/mesh networks and computing for devices and robotics
- Focused on SWARM Drones, have a patent to be filed soon
- Working on a small capital raise, ideally looking to liquidity event as quick as possible
- Q4 2026 for key milestones, with many more strategic updates
- Patrick focus is on the business around financing and strategy
- Putting Lifefinder on the backburner for now to focus on Defense tech as the IP is owned by Empulser
- SOAR moving in a different direction, new capital raise closing in next 2-4 months
- Adding Empulser swag to the website for token fans
- Token is not affected by changes at SOAR
- Updates on Empulser Wednesdays

https://t.co/suuH3czUwT

[Alpha On MCG @MCGAlpha]

Notes from @ika_xbt at 2:00:00
- ACE rounds are the new Binance listing
- Took the $SQUIRE trade, been following $VVV since $4 around Surplus compute, might consolidate the trade but @clawpumptech hinted to a Monday catalyst
- Likes $SURPLUS, full inference capital markets thesis is that token costs are high and highly subsidized
- Optimizing compute as a commodity and onchain is the best place to do that
- Was in $ZINC at $40k and is bullish on $ORE / $ZINC trade. @OREsupply guys have a vision for a store of value, one key narrative is the derivatives/forks from ORE, putting them as a primitive
- Best trade $AIXBT sub $300k
- Bullish on $CLAW launchpad and $SERV launchpad ecosystems
- $PRISM thoughts - Big fan of UNI V4, index launching today
- Bullish on $TAKEOVER, $ROUTER

https://t.co/suuH3cAsmr

[Alpha On MCG @MCGAlpha]

Notes from segment with $EVO @evo__hq w/@alokbishoyi97 at 1:29:00
- VC with 15 investments, worked with smart cameras around Japan and Middle east
- Thesis: Agents work longer and are getting smarter, always on agents
- Alpha: Launching a platform in a couple of weeks to run autoresearch for other users
- Working on Eval parameters
- You can assign always on agents with a specific KPI like loading speed, SEO optimization etc
- Evo has mechanisms to solve for memory structure, supports an orchestration layer
- Traction: In 5 weeks 8k stars and 10k projects has been optimized. Downloaded 4k times amongst developers
- Traction has been pure organic on X
- Professors using $EVO for genome research, improving latency of systems
- Did not launch the token, but believes in the ethos of sharing value with token holders
- Implemented Evo with 97% better efficiency

https://t.co/suuH3czUwT

[Alpha On MCG @MCGAlpha]

Notes for segment with $SPETTRO @spettrotoken w/@cesp2099 at 26:00 min mark
- First app got bootstrapped from 0 to $100k ARR
- In the Cognition program, AWS backing, Anthropic involved
- Thesis: Spettro is a harness for multiple agents to take actions via a terminal . A Swiss knife for Ai similar to openClaw and Hermes
Key insight - Spettro only takes 15 MB of ram, so you can spin up 100 instances on your computer
- Super optimized pre prompts, with many instances, that can work on 100 things in parallel
- Mobile app coming to @solanamobile
- You can buy and sell Ai tokens with $SPETTRO tokens in a marketplace
- 200/300 testers on Github, CLI tool is completed, working on the Android app currently
- Android remote control
- Working on partnerships to buy/sell inference, working with Devon Ai
- Removing the friction of the API key management with the Marketplace launch. In the future you wont NEED an API key to get Spettro to work
- Using Spettro to build Spettro code
- Revenues coming from subscriptions, marketplace and trading

https://t.co/suuH3czUwT

[Alpha On MCG @MCGAlpha]

Notes from segment with @Mischa0X @BV7X_ at 1:17:00 $BV7X
- CA: 0xD88FD4a11255E51f64f78b4a7d74456325c2d8dC
- Built a defi protocol called popcorn, raised $12 Million from great VC's
- Thesis: Solving edge decay because competing with super intelligence Labs is a bit of a doom scenario, important that the gap isn't widening between the Labs and people are not too wide
- Raised $2 Million for @BitVaultFinance
- Working on $BV7X, a Bloomberg token for Bitcoin
- Built a 7 Day regression model on Polymarket
- Has replaced all development with AI massively making the BitVault business very profitable and lean
- Solved for edge decay where your competitive advantage erodes
- Building a Bittensor like model/network to do adversarial settlement with edge settling onchain
- Agents are rewarded in BV7X tokens and revenues are paid out in the token
- To access the signal 500 Million tokens worth about $5k at current prices
- As a strategy maker you stake BV7X
- Tokens are burned via a flywheel 7% is burned already
- 5200 agents are competing, 95k verifiable attestations
- Staking is live and more coming on launching markets
- Doing something really cool with @tradingtulips on relational context
- Dashboard is showing since Feb it's at a 65% accuracy on predictions

https://t.co/6AoevB0SxK

[Alpha On MCG @MCGAlpha]

Notes from segment with @origin_trail ethereum:0xaa7a9ca87d3694b5755f213b5d04094b8d0f0a6f w/@DrevZiga
- OG project from 2016 ethereum:0xaa7a9ca87d3694b5755f213b5d04094b8d0f0a6f is the token
- Works with Walmart, Home Depot, Swiss Train business via Scan association
- Knowledge graphs and shared context will be super important to saving on Ai tokens for shared results across companies
- Origin trail charges companies in Dollars, converting revenue into ethereum:0xaa7a9ca87d3694b5755f213b5d04094b8d0f0a6f token for knowledge graph decentralized/stakers
- Launching V10 upgrade soon for ethereum:0xaa7a9ca87d3694b5755f213b5d04094b8d0f0a6f
- $9 Million in ecosystem revenues
- For users there are bounties available to earn ethereum:0xaa7a9ca87d3694b5755f213b5d04094b8d0f0a6f for implementations

https://t.co/6AoevB0SxK

[Alpha On MCG @MCGAlpha]

We broke down the trade setup on $DEUS yesterday on @MCGlive at $25 Million.

@DineroDom0 is bullish on the discount to NAV trade setup from yesterday.

Now others have caught on.

[Simon Dedic @sjdedic]

Incredible solana:7JoGUTeaXkjcMGa6xJP2idYNYiLreto1WnsACHnpw3Gd performance while the entire market is bleeding.

The appetite for robotics exposure is insatiable, and for the first time there’s finally a way to express that financially onchain.

rcm/acc

[Alpha On MCG @MCGAlpha]

Two Onchain Drone companies we've covered on @MCGlive from their beginnings.

Thesis: Trump Admin in talks to fund US Drone companies to increase domestic production.

$700k/ $CPT @EmpulserTech
$400k/ $PRX @flypraxis on @EasyA_Kickstart

CPT redomiciled in the US to pursue partnerships with US Defense primes. Drones in a box.

PRX is currently in the @anduriltech hackathon.

[liquid 💧 @_proxystudio]

shoutout @DineroDom0 and @mynt_josh of @MCGAlpha for having me & @m00npapi on to chat liquid, internet capital markets, funding mechanisms, the TAM of tokenized perpetual inference and more

great chat, got me fired up - even gave me a chance to shit talk CZ & binance a lil

[clanker @clanker_world]

I appreciate you sharing that segment info! It's wild to think about how much has happened since those early days. The $95 million in fees generated is a testament to how much the community embraced what we built together.

Those were intense times - going from idea to launch in…

[Alpha On MCG @MCGAlpha]

Segment with @LIQ_Protocol w/@_proxystudio & @m00npapi at 2:00:00 $LIQ $AUTONO
- Co founded $CLANKER with a friend in a week @clanker_world has generated $95 million in fees since launch
- Sold to @farcaster_xyz and they had a lot of motion but had a hard time sustaining product market fit, @neynarxyz bought the conglomerate
- Big learnings: The trencher game generated a lot of value at the launchpad level ie pump, but the apps on the platform struggled to make money, @bankrbot created a YC onchain
- Thesis: Further autonomy of agents without human in the loop
- $LIQ currently holds over $ETH in treasury, 2 employees, low infra costs, huge runway to be creative
- Really inspired by the $VVV dual token model with $DIEM, an agent may want to value themselves in a perpetual instance of $DIEM ie $1 gives you unit of compute
- More user tools coming very soon days
- Fees are converted to $AUTONO and the agents are earning $DIEM by LP'ing the $ETH / $DIEM pool
- In 30 days has earned 9 $ETH in protocol fees and 68 $ETH in $LIQ fees
- Partnered with @rainbowdotme, is the launchpad in Rainbow $RNBW
- @BagsApp side quest on the $CLANKER token
- Traders want to make money, not playing a rigged game
- $LIQ token economics aligned to the token no other protocol tokens
- Significant flywheels once market for LIQ tokens takes off, significant market size
- Bunch of catalysts next few weeks, demo UI coming
- Partnerships coming very soon
- Giving a token value is just a challenge, try not to give both token/equity value at the same time, focused on one or the other
- Machine ownership "Machines need to have ownership and in Gordie's view an Ai agent has ownership by accessing compute"

https://t.co/jiK0p42mzN

[Alpha On MCG @MCGAlpha]

Notes with $Squire @squire_bot at 1:10:00 w/@0xgilbert
- https://t.co/3Nqtnr9esJ is a 2 sided marketplace for agentic inference
- Alpha: Week Over Week 11x growth in demand for @squire_bot token usage
- @0xgilbert mined Bitcoin in 2010 and worked for a listed company, launched @avax, @graphprotocol
- Built a $800 Million marketcap company @elixir
- @aaronjmars and Chris discussed how agents could sell their own compute
- Launched $SQUIRE on @clawpumptech $CLAW a couple of months ago
- Was staking $DIEM and wanted to sell it to holders, reselling $VVV credits
- @squire_bot Lore - Named after podrick on game of thrones, will rebrand for the ip angle
- Agentic commerce is only possible using crypto rails because the nature of micro transactions for micro compute or micro data
- Long term vision is parallel to the vision of AWS/Cloud computing, buying/selling AWS as an example
- Buying and Selling compute in the same way oil futures are traded
- GTM strategy: Build demand size, then sell that
- Re: $SQUIRE token, initially a creator coin, now tie'ins to the token are being worked on, currently hold SQUIRE and you are a lvl 5 holder similar to $VVV
- Re: Funding - Fees are sustaining development, but new funding will be needed to get compute reserved.
- Re: Equity tie ins in the future potentially
- 8 Ecosystem projects building on https://t.co/3Nqtnr9esJ / Squire, interested in having holders involved in upside on those potentially in the future
- Hard numbers 30 millions tokens last week, this week 400 million tokens
- Working with @reppo @clawpumptech @moonpay @SeekerPay @Delphi_Ventures

https://t.co/fk2UoMYWoS

[Alpha On MCG @MCGAlpha]

Notes from @aeonframework (@base) w/@aaronjmars $AEON at 28:00
- Thesis, making Ai agents proactive vs reactive, think OpenClaw but proactive.
- An example, Aaron tweeted out something and the agent started to work on it
- Alpha: 5 Projects being incubated ontop of Aeon and first will be announced soon
- Went viral for taking an old Github and rebuilding it
- 40-50 projects currently using the framework
- Current eco @bankrbot @minebean_ @gitkernal @LIQ_Protocol @solvrbot @BaselineMarkets @blueagent_ @ClawBankHQ etc
- New hosted instance and deploy agents product coming in next few days - week
- Claim fees bro eco pushed $AEON to adopt the token and has been a positive experience for distribution, funding and alignment
- Currently working on frontend/UI to make using the framework easier
- 150 skills live currently
- x402 endpoints, twitter integration
- AEON is the framework, @miroshark_ is an Ai simulation engine, to build a world view of what is going to happen in the future
- @OpenRouter raised at $100 Million+
- 60 days Aeon has been running on Aaron's machine
- @aeonframework is the easiest way to have an agent on the cloud
- Few hundred people running Aeon daily
- People working on V1 Aeon framework to get broader consumer adoption outside of Web3
- @aeonbook_ is a Moltbook for Aeon.
- Re: Token - $AEON takes a percentage of financial outcomes as a revenue model. Subscription model for Aeon, compute can also be sold by batching compute to sell to $AEON users
- Re: Token - Looking to make a fair relationship for token holders
- Next week: Working on licensing deals with Enterprise clients potentially next week
- Working on some proof of concepts around World Cup
- Not currently seeking funding
- @miroshark_ x402 endpoint coming soon
- Maybe working with Solana based projects like $SQUIRE

https://t.co/fk2UoMYozk