MCG

Exclusive Alpha, Actionable Insight, Interviews M-F 12:00 ET | presented by @MeteoraAG @MetaDAOProject

By @ChillTRD, @mynt_josh and @DineroDom0 - bookings

[MCG @MCGlive]

Today on MCG
12:30 - $PUMPRPG @pump_rpg w/@AzFlin (@clawpumptech hackathon submission)
1:15 - $BSTONK @BaseStonk w/@Xipzer

Presented by @MetaDAOProject

[MCG @MCGlive]

🔴LIVE: HyperEVM, SOL, RH, or Base? Bulls In Control | Time to Lock In | Market Update + Interview https://t.co/97Lh355ccs

[MCG @MCGlive]

🔴LIVE: HyperEVM, SOL, RH, or Base? Bulls In Control | Time to Lock In | Market Update + Interview https://t.co/97Lh355ccs

[MCG @MCGlive]

Going live in 20 min, pull up!

[MCG @MCGlive]

$DELTA is staying self-funded on purpose, turning down quick capital to protect the build...

"We don't currently have funding. We're pretty much self-funded"

@deltaliquidity runs on platform fees alone, no outside funding taken. That's despite several serious parties reaching out with proposals and connections. The team is evaluating everything that comes through the door, but with zero urgency to close a deal.

Delta's approach is to build a solid foundation with real revenue and real usage first, then leverage the funding interest and community attention that's already there.

[MCG @MCGlive]

Today on MCG

$DELTA | @deltaliquidity w/@omen_xbt + @shcoopzy + @TheVsCrypto

Highlights include:

06:57 - The product
08:41 - Why early liquidity-compounding matters
09:53 - The thin-LP problem
10:31 - The third product, Pools
11:46 - The moat framing
12:56 - The differentiator
15:54 - The EVM/Robinhood bet
24:56 - Early traction
25:51 - The strategies
28:47 - The dynamic-fee gap
33:00 - The business model
47:13 - The AMM vision

[MCG @MCGlive]

Nodar broke down what's coming next for $HOOKR

Number one right now is releasing leverage, something new for people to actually experiment with. Right after that, attaching it to existing tokens, that's what really sets it apart, since right now launching means competing against every other launchpad out there.

DeFi's early success was driven by a philosophy of integration and collaboration. Sustaining that growth requires ongoing dialogue behind the scenes

"The more you integrated with others and worked with others, the more successful you were."

[MCG @MCGlive]

Today on MCG

$HOOKR | @hookrfun w/ @NodarJ

Key chapters include:

0:00 – thesis on v4 hooks & the "leveraged hooks" tweet from hookrfun
0:58 – liquidity pools explained via the bank analogy
3:15 – nodar's background in crypto/defi
5:01 – origin of zaps and leveraged pools at his last company
7:15 – how v4 hooks unlock borrowing/lending
9:44 – mvp: borrowing against accrued pool fees
10:29 – hookrfun points system from swap activity
13:03 – repositioning as a "hook launchpad"
13:46 – risk engine: liquidations via pool depth
26:11 – need for a simple eli5 explainer
28:09 – team size & ai-assisted build
30:06 – hookrfun's x account hack
33:00 – walking through the leverage demo chart
34:17 – leverage mechanic deep dive
37:57 – ui scope at launch
39:04 – bd strategy: white-labeling onto other launchpads
41:14 – two-token structure: hookrfun + 0x zaps
44:06 – 0x zaps fee mechanics & clanker backstory
48:06 – hookrfun token value & incentives
50:05 – offer to broker launchpad/lp partnerships
52:23 – uniswap verification as top priority
54:29 – closing take on hookrfun's ambition

[MCG @MCGlive]

.@NodarJ walked us through how value actually accrues to the token...

Right now the focus is to rally the community around the first successful leverage HOOK launch. Points earned from that launch may convert into a share of lending fees. Bigger rewards ramp up for builders once thresholds are passed, especially creators attaching this to an existing token.

"You're able to lock your $HOOKR tokens with each launch, and the more you lock, the higher you'd show up on the list."

[MCG @MCGlive]

Today on MCG

$HOOKR | @hookrfun w/ @NodarJ

Key chapters include:

0:00 – thesis on v4 hooks & the "leveraged hooks" tweet from hookrfun
0:58 – liquidity pools explained via the bank analogy
3:15 – nodar's background in crypto/defi
5:01 – origin of zaps and leveraged pools at his last company
7:15 – how v4 hooks unlock borrowing/lending
9:44 – mvp: borrowing against accrued pool fees
10:29 – hookrfun points system from swap activity
13:03 – repositioning as a "hook launchpad"
13:46 – risk engine: liquidations via pool depth
26:11 – need for a simple eli5 explainer
28:09 – team size & ai-assisted build
30:06 – hookrfun's x account hack
33:00 – walking through the leverage demo chart
34:17 – leverage mechanic deep dive
37:57 – ui scope at launch
39:04 – bd strategy: white-labeling onto other launchpads
41:14 – two-token structure: hookrfun + 0x zaps
44:06 – 0x zaps fee mechanics & clanker backstory
48:06 – hookrfun token value & incentives
50:05 – offer to broker launchpad/lp partnerships
52:23 – uniswap verification as top priority
54:29 – closing take on hookrfun's ambition

[Star-lord @ethimedes]

Honestly @RobinhoodCrypto should hire or at least sponsor @MCGlive. They’re podcast are doing such a good job interviewing cool new projects on RH

[Josh @mynt_josh]

An absolute straight forward 10x on $HOOKR

Amazing calls on @MCGlive

[MCG @MCGlive]

@amphib0ly @QuotientHQ Cc @DineroDom0

[zen @Zen_EVOLVE]

I get my alpha from @MCGlive

Goats @DineroDom0 @ChillTRD @mynt_josh

[Mercy @7VoMercy]

@Peppe6195 @alpha_co @MCGlive @MCGlive live-streamed the entire foundation of what is now modern internet capital markets

[AzFlin 🗿 @AzFlin]

@MCGlive @MetaDAOProject @pump_rpg @clawpumptech @BaseStonk @Xipzer @Wall3_RL @longbowlend @giskandzc @theInterfold stacked as fk lineup

[MCG @MCGlive]

Tomorrow on MCG

$BSTONK | @BaseStonk w/ @Xipzer

📅Monday, 24th August
🕛1:15PM EDT
📍Tune in here

Stream powered by @MetaDAOProject

[MCG @MCGlive]

Tomorrow on MCG

$PUMPRPG | @pump_rpg w/ @AzFlin (@clawpumptech
hackathon submission)

📅Monday, 24th August
🕛12:30PM EDT
📍Tune in here

Stream powered by @MetaDAOProject

[MCG @MCGlive]

.@ConejoCapital says traders aren't just spectators in the Ansem hackathon. They can help decide who wins.

Seasoned founders are already deploying on ClawPump because of the hackathon and quality projects are showing up early. The advice for traders is the founder. What will they actually do with the token. Is it durable. Does it make economic sense for the project. Those are the same questions judges will be weighing when they pick winners.

"If you pick a project and say here's the thesis, this is why I think it's going to win, and you're right, you're also helping convince the judges"

[MCG @MCGlive]

Today on MCG

$CLAW | @clawpumptech w/ @ConejoCapital

Key Highlights include:

0:00 – intro & ansem hackathon announcement
1:02 – clawpump's origin story & traction ($1m revenue, $130m volume)
2:37 – prize pool: $320k plus compute, credits, and vc judges
3:08 – agentic finance thesis: why solana can't fall behind robinhood
6:06 – hackathon rundown: registration, timeline, four winner tiers
9:28 – rules: token required, fee split (65% agent / 35% ecosystem)
10:08 – buyback strategy: why not buyback-and-burn
10:49 – key collaborators: pumpfun, ansem, and the judges list
11:33 – judging criteria: volume, novelty, code quality, ansem utility
13:04 – why tokenizing is required to win
15:37 – deadlines: register today, tokenize by september, judged in october
17:00 – ansem prize vested over 3 months for durability
18:26 – perks: rpc credits, media support, founder network
20:35 – filtering durable projects from hackathon
22:52 – tips to stand out to judges: build rapport, fill gaps
25:08 – how traders can spot promising launches
27:29 – transparency: applications made fully public
31:01 – voting page idea vs. "true voting" on twitter/on-chain
36:09 – live analytics tracking hackathon volume & buybacks
37:29 – token utility ideas beyond simple buyback/burn
38:43 – closing: check out the website to get started

[MCG @MCGlive]

.@motiontip is building a social attention protocol with a simple thesis - good content should be rewarded...

The original idea was solving the bag worker problem. People hustle for projects they hold, but there's rarely a real incentive mechanism to reward the ones doing it well. Motion is trying to change that.

The goal is to create a protocol where creating value for a community has a direct, onchain reward mechanism behind it.

[MCG @MCGlive]

Today on MCG

$MOTION | @motiontip w/ @Retardiomaxxing

Key topics covered:

00:53 – Julius's background: crypto native 10+ years, jumping protocols before Motion
03:32 – Origin story: rebuilding the D-Gen/Farcaster tipping era on X
06:35 – Bag working & points: how content earns a tipping allocation
07:04 – Tipping goes live: 35K+ tip requests in 48 hours
08:25 – The bot war: infrastructure hit with 350K farming requests
11:00 – V2 pivot: closed system, invite-based growth
17:34 – Tokenomics: 80% of supply sits in the tipping treasury
21:38 – The D-Gen comparison: $2.1B cap on 100K DAU vs Motion's $6M on 200-300M DAU
28:00 – Proof it works: the Brody call that 5x'd after being shared
33:07 – The Ansem comparison: same playbook, protocol-wide vs. single-token

[MCG @MCGlive]

$AI is quietly becoming one of the most interesting token mechanics on Robinhood chain...

@Natan_benish walked through why:

By week three or four of launch, the AI pool had grown to hundreds of thousands in deep, sustainable NVDA backing, making it the second or most active NVDA pool on Robinhood.

50% of all fees generated flow directly into reducing AI's circulating supply through buybacks. The second layer is pairings, builders and community members pairing new tokens directly against AI. Getting the curve right matters though, designed to be sustainable rather than a pump and dump back into AI.

[MCG @MCGlive]

Today on MCG

$AI | @longdotxyz w/ @Natan_benish

Key Highlights:

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

[MCG @MCGlive]

Today on MCG

$CLAW | @clawpumptech w/ @ConejoCapital

Key Highlights include:

0:00 – intro & ansem hackathon announcement
1:02 – clawpump's origin story & traction ($1m revenue, $130m volume)
2:37 – prize pool: $320k plus compute, credits, and vc judges
3:08 – agentic finance thesis: why solana can't fall behind robinhood
6:06 – hackathon rundown: registration, timeline, four winner tiers
9:28 – rules: token required, fee split (65% agent / 35% ecosystem)
10:08 – buyback strategy: why not buyback-and-burn
10:49 – key collaborators: pumpfun, ansem, and the judges list
11:33 – judging criteria: volume, novelty, code quality, ansem utility
13:04 – why tokenizing is required to win
15:37 – deadlines: register today, tokenize by september, judged in october
17:00 – ansem prize vested over 3 months for durability
18:26 – perks: rpc credits, media support, founder network
20:35 – filtering durable projects from hackathon
22:52 – tips to stand out to judges: build rapport, fill gaps
25:08 – how traders can spot promising launches
27:29 – transparency: applications made fully public
31:01 – voting page idea vs. "true voting" on twitter/on-chain
36:09 – live analytics tracking hackathon volume & buybacks
37:29 – token utility ideas beyond simple buyback/burn
38:43 – closing: check out the website to get started

[MCG @MCGlive]

.@longdotxyz's pairing mechanism routes competing pool value back into $AI instead of letting it leak out..

Pairing a token against $AI gives three layers of exposure at once, the token itself, the Long ecosystem, and NVDA through $AI's underlying pairing.

Competing pools started spinning up with lower fees to siphon volume away. Long's response was pairings, which is structurally harder to replicate since you can't spin up 20 competing pools for every new pair. Day one of pairings got nearly $2M in buy pressure flowed back to $AI, with $200K worth locked in new pools within two hours.

[MCG @MCGlive]

@NetNetCap has a 5% buy/sell fee but it works differently than any tax token you've seen...

"This token cannot go to zero. I just wanted that to be really clear. Every other token can go to zero. The team can rug that, whales can dump. Our token cannot go to zero."

That claim is backed by the mechanism. The 5% fee doesn't go to devs, it routes directly into the treasury, increasing the token's backing with every single trade. You're not paying a tax, you're increasing what your token is worth.

$NET

[MCG @MCGlive]

Today on MCG

$NET | @NetNetCap

Key Highlights include:

01:15 – Founder's background: Dapper Labs, NBA Top Shot, market making through FTX era
06:06 – @NetNetCap explained: rebasing token backed by a real treasury
09:53 – The bond mechanism: discounted NET, vesting, and why it feeds the treasury
14:02 – Staking, emissions, and why the token "can't go to zero"
17:00 – Real World Bonds: buying SpaceX stock straight into the treasury
21:38 – The RWA-play thesis: why holding isn't enough, you have to gamify it
25:15 – The "hypergambleization" thesis, trading and gambling converging
33:07 – Game lineup: Coin Flip, SpaceX Invaders, and early volume numbers
41:56 – Climb Inc: the Game Boy-style game with a $10K jackpot win
50:15 – Fundraising philosophy: treasury is untouchable, raises are separate
57:34 – Roadmap philosophy: "I don't believe in roadmaps"