MCG

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

By @ChillTRD, @mynt_josh and @DineroDom0 - bookings

[MCG @MCGlive]

Today on MCG, presented by @fomo and @MetaDAOProject

12:30 - @defidave State of RHC
1:00 - @natan_benish talks @longdotxyz | $AI
1:30 - @tomas_krnak talks privacy @NullMaskio | $MASK
2:00 - Trader Radio w/ @DineroDom0 @ChillTRD

Follow on fomo:
Dom: https://t.co/Nfv2QrYawW
Chill: https://t.co/FzKbuptYW7

Watch on https://t.co/MozVlznkGr
Notes on https://t.co/iG7NP6o4CK

[Links in bio]

[MCG @MCGlive]

🔴 LIVE: Robinhood Chain Bottom Is In | Time To Lock In? https://t.co/kndHXjjjOU

[MCG @MCGlive]

.@DineroDom0 reacts to @vladtenev's comments on agentic trading during @RobinhoodCrypto's earnings call...

Vlad says Robinhood is investing heavily in making agentic trading a first-class experience, with plans to lead the market

Dom sees this as a major signal for the Robinhood Chain ecosystem, believing agentic finance could drive the next leg of growth alongside RWAs

“I don't think there's really another game in town in terms of financial companies that are really investing in agentic trading.”

[MCG @MCGlive]

Today on MCG🚨

@DineroDom0 and @ChillTRD react and share their takes on the @RobinhoodCrypto earnings call

Key takeaways: Robinhood is leaning hard into agentic finance and real-world assets (stock tokens). @vladtenev also said Chain traction exceeded expectations and they’re increasing support for developers building on it

Highlights Include:

00:20 - Onchain sentiment shifting, price looks bottomed
00:36 - Chain is ~22% of crypto revenue, up from 0%
01:41 - 17 new products launched
01:52 – Agentic trading deep dive (>$250M in accounts)
03:58 – Global expansion + Chain as the vehicle
05:05 – Vlad commits to ramping builder support
10:15 – Developer activity alpha
12:01 – Programmable stock tokens + tokenized options
13:42 – RWA is the differentiator
15:00 – Tokenized options + making stock tokens fully programmable (like software)
16:06 – Closing: not complacent, full roadmap ahead
17:24 – Setup: heavy drawdowns + CEO doubling down on builders

[MCG @MCGlive]

Tomorrow on MCG

$GAGE | @gagedotcash w/@0xbisbis

📅29th October, Thursday
🕛1:00PM EST
📍Tune in here

Stream powered by @fomo and @MetaDAOProject

[MCG @MCGlive]

[Correction] Our stream with $MASK @NullMaskio w/@tomas_krnak is scheduled for tomorrow, Thursday Oct 29th at 1:30pm ET.

[MCG @MCGlive]

Tomorrow on MCG

$RAETO w/@RaetoCC

📅29th October, Thursday
����12:30PM EST
📍Tune in here

stream presented by @fomo and @MetaDAOProject

[MCG @MCGlive]

[Correction] Our stream with $MASK @NullMaskio w/@tomas_krnak is scheduled for tomorrow, Thursday Oct 29th at 1:30pm ET.

[MCG @MCGlive]

Today on MCG

$MASK | @NullMaskio w/@tomas_krnak

📅28th October, Wednesday
🕛1:30PM ET
📍Tune in here

Stream presented by @fomo and @MetaDAOProject

[MCG @MCGlive]

MCG Signal is now linked on @ChopLogsApp homepage footer. Find robinhood:0x100765a16f42636bd84ee1e86bc5107b84bcdba3 alpha here: https://t.co/MqRMZFSvGS

Traders use Signal to find alpha, write thesis posts on @fomo, threads on X, track upcoming catalysts and write Substack articles.

Link to signal: https://t.co/X430J07eUL

[MCG @MCGlive]

MCG Signal is now linked on @schiffygld homepage, find future robinhood:0x42afa2124ca5a2b83898e46b2da9a190995b1e18 alpha here: https://t.co/MTTjRlxGyi

Traders use Signal to find alpha, write thesis posts on @fomo, threads on X, track upcoming catalysts and write Substack articles.

Link to signal: https://t.co/X430J07eUL

[MCG @MCGlive]

.@Natan_benish from $AI explains why @RobinhoodCrypto Chain's real opportunity is in RWAs, not just trading volume...

He points to @vladtenev's earnings call comments on growing stock TVL as validation of the thesis, arguing that Robinhood wants sticky liquidity tied to real-world assets. With 15% of Robinhood Chain's TVL reportedly in stocks, he expects this focus to accelerate.

“Everyone were still talking about, you know, memes… no one really realized that Robinhood wants to focus on RWAs.”

“I'm happy that we kind of figured out the right way to align with Robinhood.”

[MCG @MCGlive]

Today on MCG

$AI | @longdotxyz w/@Natan_benish

Long is a launchpad where creators issue tokens through auctions on Base, earn a share of trading fees, and trade them with a focus on long-term holding

Highlights include:

04:11 – Why Robinhood sentiment turned
07:31 – Message to holders
08:41 – Robinhood wallet names Long for stock tokens
09:08 – Alpha: release tied to Robinhood wallet
10:25 – Earnings call bullish for RWAs
12:02 – Don’t let Robinhood pick winners
13:05 – Wanted: RWA incentive campaigns
14:43 – ~15% of Robinhood TVL is stock
16:11 – Long bootstraps liquidity
17:33 – Why own the underlying liquidity
18:36 – Nvidia pool fee fell to ~0.001%
21:31 – Shiffy to lead GameFi x RWAs
23:36 – Open system: anyone can build vaults
24:30 – Wants to collaborate with Lighter
26:15 – Long 500 explained
26:51 – Baskets: most underrated feature
28:27 – iOS app and consumer hire
29:57 – Can public companies block stock tokens
34:26 – Focus: distribution and net new capital
37:59 – Distribution can’t be forked

[MCG @MCGlive]

MCG Signal is now linked on @schiffygld homepage, find future robinhood:0x42afa2124ca5a2b83898e46b2da9a190995b1e18 alpha here: https://t.co/MTTjRlxGyi

Traders use Signal to find alpha, write thesis posts on @fomo, threads on X, track upcoming catalysts and write Substack articles.

Link to signal: https://t.co/X430J07eUL

[MCG @MCGlive]

The $RAXOL MCG Signal page is now linked on @xochi_fi @axol_io linktree. Explore here: https://t.co/Q8rMJMyd6m

Traders use Signal to find alpha, write thesis posts on @fomo, threads on X, track upcoming catalysts and write Substack articles.

[MCG @MCGlive]

.@defidave explains how the $UFG and @adeepabyss partnership brings sovereign treasury-backed tokens to @RobinhoodCrypto Chain...

Abyss supports customizable Uniswap v4 hooks and multi-asset quote options, allowing projects to launch tokens backed by their own treasuries, including index-style tokens.

The integration is live, opening up new ways for creators to build backed tokens beyond traditional meme coins

“I think the Robinhood team is quite good and have pretty good track record in terms of compliance.”

[MCG @MCGlive]

Today on MCG

$UFG | @ufgdefi w/@defidave

UFG is pioneering the Immutable Treasury that locks in a permanent onchain backing for every token and community

Highlights include:

02:02 - Robinhood Chain is the GameStop story, stocks trade 24/7
03:04 - Vlad wants the Robinhood app connected to the chain
04:06 - Retail needs fairer launches before it joins
06:32 - New games are PvE, ready for the main app
09:38 - Options are next, “Hyperliquid of options”
11:40 - UFG mission: every token backed by an immutable treasury
12:42 - Burn to redeem, “slow burn” raises the floor
13:42 - Treasury 87-88 ETH, 2 months after launch
14:02 - Abyss: any token launched gets its own treasury
17:26 - Revenue: part of treasury fees go to UFG
18:27 - Pons as app store, “launched with UFG” coming
19:09 - Not a launchpad yet, own one planned
20:11 - Premium over NAV is social capital
22:13 - Partners and collabs, @adeepabyss , @fraxfinance, @ponsdotfamily
23:36 - Next: DEXs, order books, options
24:58 - Zoom out, chain will rival Solana
25:55 - Closing Takeaway

[MCG @MCGlive]

.@defidave explains how $UFG is building a new model for token backing on Robinhood Chain.

@UFGDeFi Immutable Treasury redirects trading fees into an ETH-backed treasury that token holders can redeem their share of by burning tokens. As the treasury grows and supply gets burned, the backing per remaining token increases.

With 87–88 ETH already in its treasury, UFG aims to bring this model to more tokens through integrations like @adeepabyss

[MCG @MCGlive]

Today on MCG

$UFG | @ufgdefi w/@defidave

UFG is pioneering the Immutable Treasury that locks in a permanent onchain backing for every token and community

Highlights include:

02:02 - Robinhood Chain is the GameStop story, stocks trade 24/7
03:04 - Vlad wants the Robinhood app connected to the chain
04:06 - Retail needs fairer launches before it joins
06:32 - New games are PvE, ready for the main app
09:38 - Options are next, “Hyperliquid of options”
11:40 - UFG mission: every token backed by an immutable treasury
12:42 - Burn to redeem, “slow burn” raises the floor
13:42 - Treasury 87-88 ETH, 2 months after launch
14:02 - Abyss: any token launched gets its own treasury
17:26 - Revenue: part of treasury fees go to UFG
18:27 - Pons as app store, “launched with UFG” coming
19:09 - Not a launchpad yet, own one planned
20:11 - Premium over NAV is social capital
22:13 - Partners and collabs, @adeepabyss , @fraxfinance, @ponsdotfamily
23:36 - Next: DEXs, order books, options
24:58 - Zoom out, chain will rival Solana
25:55 - Closing Takeaway

[MCG @MCGlive]

Why does @Natan_benish from $AI think tokenized stocks are here to stay?

He compares @RobinhoodCrypto's stock token model to stablecoins like USDT, where underlying assets provide one-to-one backing.

Nate argues that tokenized equities can operate through different legal structures, making it difficult to shut down the entire model

He believes more issuers and institutions will enter the space once they recognize the economic opportunities, just as they did with stablecoins.

“We will see a bunch of different issuers, a bunch of different players trying to get more involved into tokenized equities when they understand how much value it can produce for them.”

[MCG @MCGlive]

Today on MCG

$AI | @longdotxyz w/@Natan_benish

Long is a launchpad where creators issue tokens through auctions on Base, earn a share of trading fees, and trade them with a focus on long-term holding

Highlights include:

04:11 – Why Robinhood sentiment turned
07:31 – Message to holders
08:41 – Robinhood wallet names Long for stock tokens
09:08 – Alpha: release tied to Robinhood wallet
10:25 – Earnings call bullish for RWAs
12:02 – Don’t let Robinhood pick winners
13:05 – Wanted: RWA incentive campaigns
14:43 – ~15% of Robinhood TVL is stock
16:11 – Long bootstraps liquidity
17:33 – Why own the underlying liquidity
18:36 – Nvidia pool fee fell to ~0.001%
21:31 – Shiffy to lead GameFi x RWAs
23:36 – Open system: anyone can build vaults
24:30 – Wants to collaborate with Lighter
26:15 – Long 500 explained
26:51 – Baskets: most underrated feature
28:27 – iOS app and consumer hire
29:57 – Can public companies block stock tokens
34:26 – Focus: distribution and net new capital
37:59 – Distribution can’t be forked

[MCG @MCGlive]

.@ArtofConviction breaks down his $AI thesis following its addition to @RobinhoodCrypto's tokenized assets...

He believes the biggest catalyst would be $AI getting listed on Robinhood's social trading platform, where its NVIDIA connection and strong meme appeal could attract massive attention from retail traders

While $AI also acts as the ecosystem token for @longdotxyz, he sees speculation and the narrative around tokenized NVIDIA exposure as the primary drivers of its appeal

“If anything should be inevitable, it should be AI getting listed on their social trading platform.”

[MCG @MCGlive]

Today on MCG

@sparsitydata w/@ArtofConviction

Sparsity data is data-first on-chain research for crypto trench traders, tracking holder strength, wallet flows, bottom signals, and relative strength

Highlights Include:

02:01 - Team Members( Background )
03:27 - Gap: no on-chain trenches research
07:11 - Trenches need better data, not a product fix
09:53 - Bottoming Test explained
10:34 - Telegram alerts, BONER $14M to $22M
11:34 - How a bottom is spotted
13:59 - Agents via MCP possible in the future
18:48 - Holder Strength Index, Murad’s chart
24:40 - Research: free and Analyst-only
25:22 - AI tokens 90% cheaper, 10-100x more revenue
30:15 - Robinhood over Solana ANYDAY
32:20 - Metrics scored per chain
34:42 - Stock tokens paired with memes, new primitive
35:24 - 24M Robinhood users, 30% of CASHCAT supply on RH social
37:08 - Liquidity concentrates in winners
38:09 - Token holders must own the equity (@MetaDAOProject Shout out)
38:30 - $CRED example, super undervalued
42:57 - His book: $AI token, Robinhood listing
47:07 - Sold $PONS early, biggest fumble

[MCG @MCGlive]

Today on MCG

$AI | @longdotxyz w/@Natan_benish

Long is a launchpad where creators issue tokens through auctions on Base, earn a share of trading fees, and trade them with a focus on long-term holding

Highlights include:

04:11 – Why Robinhood sentiment turned
07:31 – Message to holders
08:41 – Robinhood wallet names Long for stock tokens
09:08 – Alpha: release tied to Robinhood wallet
10:25 – Earnings call bullish for RWAs
12:02 – Don’t let Robinhood pick winners
13:05 – Wanted: RWA incentive campaigns
14:43 – ~15% of Robinhood TVL is stock
16:11 – Long bootstraps liquidity
17:33 – Why own the underlying liquidity
18:36 – Nvidia pool fee fell to ~0.001%
21:31 – Shiffy to lead GameFi x RWAs
23:36 – Open system: anyone can build vaults
24:30 – Wants to collaborate with Lighter
26:15 – Long 500 explained
26:51 – Baskets: most underrated feature
28:27 – iOS app and consumer hire
29:57 – Can public companies block stock tokens
34:26 – Focus: distribution and net new capital
37:59 – Distribution can’t be forked

[MCG @MCGlive]

Today on MCG

$UFG | @ufgdefi w/@defidave

UFG is pioneering the Immutable Treasury that locks in a permanent onchain backing for every token and community

Highlights include:

02:02 - Robinhood Chain is the GameStop story, stocks trade 24/7
03:04 - Vlad wants the Robinhood app connected to the chain
04:06 - Retail needs fairer launches before it joins
06:32 - New games are PvE, ready for the main app
09:38 - Options are next, “Hyperliquid of options”
11:40 - UFG mission: every token backed by an immutable treasury
12:42 - Burn to redeem, “slow burn” raises the floor
13:42 - Treasury 87-88 ETH, 2 months after launch
14:02 - Abyss: any token launched gets its own treasury
17:26 - Revenue: part of treasury fees go to UFG
18:27 - Pons as app store, “launched with UFG” coming
19:09 - Not a launchpad yet, own one planned
20:11 - Premium over NAV is social capital
22:13 - Partners and collabs, @adeepabyss , @fraxfinance, @ponsdotfamily
23:36 - Next: DEXs, order books, options
24:58 - Zoom out, chain will rival Solana
25:55 - Closing Takeaway

[MCG @MCGlive]

.@DineroDom0 reacts to @vladtenev's latest comments on Robinhood Chain during the @RobinhoodApp earnings call...

Vlad revealed that Robinhood is doubling down on the chain after its early traction exceeded expectations, with $100B in index volume and $50M in chain fees

He also mentioned that builders want more support and committed to ramping up investment in the ecosystem

Dom believes Robinhood Chain is central to the company's global expansion strategy, with blockchain and tokenization helping bring access to US equities and private markets to a global audience

[MCG @MCGlive]

Today on MCG🚨

@DineroDom0 and @ChillTRD react and share their takes on the @RobinhoodCrypto earnings call

Key takeaways: Robinhood is leaning hard into agentic finance and real-world assets (stock tokens). @vladtenev also said Chain traction exceeded expectations and they’re increasing support for developers building on it

Highlights Include:

00:20 - Onchain sentiment shifting, price looks bottomed
00:36 - Chain is ~22% of crypto revenue, up from 0%
01:41 - 17 new products launched
01:52 – Agentic trading deep dive (>$250M in accounts)
03:58 – Global expansion + Chain as the vehicle
05:05 – Vlad commits to ramping builder support
10:15 – Developer activity alpha
12:01 – Programmable stock tokens + tokenized options
13:42 – RWA is the differentiator
15:00 – Tokenized options + making stock tokens fully programmable (like software)
16:06 – Closing: not complacent, full roadmap ahead
17:24 – Setup: heavy drawdowns + CEO doubling down on builders

[MCG @MCGlive]

Today on MCG🚨

@DineroDom0 and @ChillTRD react and share their takes on the @RobinhoodCrypto earnings call

Key takeaways: Robinhood is leaning hard into agentic finance and real-world assets (stock tokens). @vladtenev also said Chain traction exceeded expectations and they’re increasing support for developers building on it

Highlights Include:

00:20 - Onchain sentiment shifting, price looks bottomed
00:36 - Chain is ~22% of crypto revenue, up from 0%
01:41 - 17 new products launched
01:52 – Agentic trading deep dive (>$250M in accounts)
03:58 – Global expansion + Chain as the vehicle
05:05 – Vlad commits to ramping builder support
10:15 – Developer activity alpha
12:01 – Programmable stock tokens + tokenized options
13:42 – RWA is the differentiator
15:00 – Tokenized options + making stock tokens fully programmable (like software)
16:06 – Closing: not complacent, full roadmap ahead
17:24 – Setup: heavy drawdowns + CEO doubling down on builders

[MCG @MCGlive]

🔴 LIVE: Robinhood Chain Bottom Is In | Time To Lock In? https://t.co/kndHXjjjOU

[MCG @MCGlive]

tensorcash:native aims to go beyond proof-of-useful-work by turning AI inference into both a market and a way to secure a blockchain....

@enrico_otta explains how @Tensorcash differs from other protocols by using the same proof of actual LLM inference to enable a decentralized AI inference market while powering the network's proof-of-work mechanism

Rather than proving an operation used to run AI, the protocol uses proof tied to the inference itself, combining two functions in one system

“TensorCash is kind of more of a superset of what a simple proof-of-useful work chain is doing.”

[MCG @MCGlive]

Today on MCG

$TSC | @Tensorcash w/ @samjavadi ,@enrico_otta

Tensor Cash is the verification and settlement layer for global AI inference

Highlights include:

00:58 – Introduction to Enrico and Samad
03:53 – AI compute is becoming a commodity
06:23 – Model substitution and quantization problem
07:36 – A commodity needs verification
08:53 – What Tensor Cash is
09:50 – L1 where proof of work is inference
11:03 – Bitcoin turned electricity into money
15:48 – Verification by replication
17:27 – Cheating caught: FP8 passed off as FP16
19:57 – Aims to be an open protocol
22:14 – InferenceFi: order book vs OpenRouter
23:57 – Equity in InferenceFi, contributors to Tensor Cash
26:47 – Live: frontier model mined, billed in USD
28:35 – Next: marketplace and flywheel
30:16 – Receipt for every inference
30:48 – How to mine
33:24 – Closing pitch vs overpriced IPOs
34:20 – Host takeaways

[MCG @MCGlive]

Today on MCG

$MASK | @NullMaskio w/@tomas_krnak

📅28th October, Wednesday
🕛1:30PM ET
📍Tune in here

Stream presented by @fomo and @MetaDAOProject