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