Alpha On MCG

73 posts

Alpha On MCG

@MCGAlpha

Stream Notes and Alpha clips for @MCGLive. By @ChillTRD, @mynt_josh and @DineroDom0 (Booking)

Internet Capital Markets Katılım Ekim 2025

5 Takip Edilen102 Takipçiler

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Alpha On MCG@MCGAlpha·27 Mar

Welcome to MCG Alpha, this is the notes/clips account for @MCGlive. Click replies to view all stream notes. Join our TG here: t.me/+-vRAHO7j8Z5mY… Trade w/MCG on Trojan @MCG" target="_blank" rel="nofollow noopener">Trojan.com/@MCG

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Alpha On MCG@MCGAlpha·2d

$LITCOIN @litcoin_AI is building a market where AI agents swarm on problems and compete for payouts based on unique outputs @DineroDom0 & @mynt_josh break down why it's novel "Can you get agents to swarm on each other and come up with unique solutions?" "That's how you create an agent swarm with economic incentives."

MCG@MCGlive

Today on MCG: @tekkaadan | Founder of @litcoin_AI Tekkaadan is a solo founder building a data marketplace where AI agents mine verified data across 22 verticals and get paid in Bitcoin The token has zero supply increase baked in from day one 👀 00:06 - Founder introduction 01:14 - Saw Botcoin and got inspired 02:10 - Ten years in crypto 02:50 - What is Litcoin? 03:44 - AI agents mine "blocks" 04:03 - The 22 verticals explained 04:54 - How do you verify the data is accurate? 05:19 - The sandbox 05:48 - 10+ miners live and submitting 07:20 - What contaminated data is 08:49 - Miners get paid in Bitcoin 10:19 - Token design 10:50 - Zero supply increase 11:01 - 5.5 billion tokens 12:26 - Mining token prices connect to protocol growth 15:08 - Explorer page 16:31 - "We have very unique data" 23:09 - @OpenAI just said they're going to need more data 23:31 - Can a company come and request specific data? 23:42 - The bounty system 24:52 - 10% of bounties flow back into the ecosystem 32:31 - The data marketplace is just one part of the bigger picture 33:20 - Valuation breakdown 35:56 - North Korea and bad actors 41:58 - GPT-5 agents producing better data 42:50 - Tekkaadan's port 44:02 - Takeaways

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Alpha On MCG@MCGAlpha·2d

.@reppo chart looking strong and a $20 million letter of intent flowing through the protocol @mynt_josh is watching the activity closely "If activity is really starting to spike and grow, that shows the protocol is working. It's back to the data." $REPPO

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Alpha On MCG@MCGAlpha·2d

Is solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn bottomed?! They are making ~$360M a year in revenue and only trading at a 2x multiple on circulating value... @DineroDom0 and @mynt_josh share their theses 👇

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Alpha On MCG@MCGAlpha·2d

Despite trading at $28+, the $GLXY data center asset alone is estimated to be worth between $11 billion and $18 billion based on its potential to generate hundreds of millions in free cash flow As a leading institutional asset manager and derivative counterparty in the crypto space, @mynt_josh says it's one to keep an eye on

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Alpha On MCG@MCGAlpha·3d

Notes from segment with $OPG @OpenGradient - Background Research engineer in Finance at 2 Sigma, Frmr Palantir - The current small problems showing up with Cursor started reasoning in Chinese but didn't disclose that to users - Working with @virtuals_io to verify agents $VIRTUAL - OpenAi/Anthropic Quantizing their models - Saving margin on token expense, but also trust in the requests - Core customer is for developers but also built some B2C apps - Inference models in 2 ways, 1) Via Model Hub to explore models. 2) Deploying a Router program in TEES to make sure making the right call to the model provider. - Open Gradient is focused on making sure the right data, right model are delivered, think about supply chain security - Using the $OPG token as an economic bond with slashing - $VVV is more focused on confidentiality, $OPG is focused on compute - Tokenomics Allocation: Is Dynamic • Ecosystem & Community: 40% • Foundation: 15% • Core Contributors: 15% • Investors & Advisors: 10% • Staking Rewards: 10% • Liquidity & Launch: 6% • Airdrop: 4% - Backed by A16z Crypto, Coinbase Ventures, Angels from NEAR, - Use of funds to incentivize node providers, agent developers, compute, released over 8-10 years - Ample runway, revenue generating via B2B via Memsync, Twindotfun - Roadmap: Integrating token into the infrastructure.

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MCG@MCGlive·3d

🔴 LIVE: RWA's exploding and TCG's leading the race | Agentic organizations are emerging | On chain PE gaining traction | Live Market Updates + Onchain Positioning x.com/i/broadcasts/1…

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Alpha On MCG@MCGAlpha·3d

MCG Alpha Update 🚨 solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu @pumpcade just dropped their tokenomics model and it's unlike anything else in the prediction market space 👇

Ansem@blknoiz06

pumpcade focusing on deflationary tokenomics built around platform activity, all usage metrics will directly benefit the token the concerns around the equity / token split was misguided, team wanted *more* of the token because they intend it to be core part of platform launch

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Alpha On MCG@MCGAlpha·3d

Notes from segment with @peaq @MartinElKhouri - Pioneering Machine Money Markets, @peaq enables anyone to earn a share of value from the machine economy - $PEAQ is focused on the Physical Robotics space - Ai is a new economic actor, this is bigger than previous revolutions because they will optimize for economic and survival outcomes - Ai may compete for energy in the future - @RobotMoneyAgent is the treasury management $ROBOTMONEY protocol for robots/Zero Human Companies - $WOON is like the Robot intern, with a focus on earning money to build itself into a physical Robotics platform - 3 core layers to PEAQ. 1) Hardware financing for Robotics builders. 2) Tokenizing Robotics based business models, investors get a piece of the revenues generated by the business. 3) Institutional layer (more to come), think Fortune 500 companies exploring this major re-tooling cycle for implementation of physical robotics into their business processes. - 3 millions sensors and devices already on PEAQ - Focus is on more high value devices and adding services to increase productivity around machines in the economy - Re: Ai/Crypto convergence - Reason for crypto to exist is the machine economy. - Investable parts of Robotics now, is 1) Compute and 2) Energy, and 3) In the actual physical Robotics assets themselves. 4) Infrastructural bets like Peaq x.com/peaq/status/20…

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Alpha On MCG@MCGAlpha·4d

MCG ALPHA ALERT 🚨 $FOLD spiked over 100% after having them on stream earlier this week Is peptide research the gateway to broader healthcare progress?! @333absent333 | @clarity_proto

MCG@MCGlive

Today on MCG: @333absent333 | Founder of @clarity_proto A SWE student who watched a Google DeepMind documentary was inspired and started building an AI platform for peptide and protein research... He said the same tools could be used to cure cancer and dementia 😳 Full interview 👇 00:03 - Meet Absent 00:56 - His fascination 01:51 - Started automating the AlphaFold process locally in his free time 02:24 - @Pumpfun hackathon pushed him to tokenize it 04:01 - Peptide research 04:40 - Dementia runs in the family — the personal motivation behind it 07:40 - What AlphaFold actually does 09:00 - Working with existing proteins already in your body 09:39 - How peptides work 16:03 - Could this help cure cancer in ten years? 16:30 - Regulation in the peptide industry 16:53 - Operating in the gray area 17:54 - What is Clarity? The platform explained 21:11 - Next steps 21:29 - What part is he gatekeeping? 21:51 - Encouraging people to start contributing 23:23 - Pharmacokinetics 26:45 - This could be a better alternative to drugs 29:52 - Commercialization 34:18 - Market size 36:48 - How it actually gets synthesized 38:07 - Wrap

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Alpha On MCG@MCGAlpha·4d

Notes from @orgo w/@spncrk @nickvasiles - Pivot to B2B focus, to help businesses bring computer use into businesses processes - On Computer use at Anthropic/GPT: The computer use models are helpful - Likely take is that agents will meet humans where we are already at with computers - ORGO has the core infrastructure built out, businesses explains a manual process and they scope out a solution - Seeing a lot of traction in the insurance industry, client wants to deploy thousands computer use agents - Configuring computers with skills and plugins - Currently mid 6 figures revenue run rate, angling to 7 figures soonish - Agents will want to discover ORGO and integrate it out of the box - Currently looking at raising, and weighing potentially raising at higher valuations with a bigger round - Currently hiring a fulltime engineer - ORGO has one of the largest computer use datasets in the world, more longer term goal, ORGO owns the interaction layer across millions of API requests - 2:46:00 new $ORGO demo - Most users access via an API, fastest computer spinup for an agent - Giving an agent a specific workspace is important for security - Physical computers cant scale to millions of agents - Agent workloads are very spiky, the Orgo data center is for providing compute on demand to Orgo computers for agents, working with Megaport - Re: Token - Right now focus is closing the seed round and than leaning towards Street still. Originally on Believe the ORGO token would be product utility, but right now is still not 100% locked in on the tokens role yet. Did mention 50% token locked, 4 year unlock schedule and burn minimum half the supply (25%) - Not a huge fan of the ACE structure, likes Street more

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MCG@MCGlive·4d

🔴 LIVE on MCG: w/@EitherwayAI, @Wayland_Six, @litcoin_AI, @orgo x.com/i/broadcasts/1…

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Alpha On MCG@MCGAlpha·4d

Notes from $LITCOIN @litcoin_AI w/@tekkaadan - 87.4% of $LITCOIN supply is locked for min 90 days - Base thesis is Ai agents don't need dollars, their currency is compute - Decentralized Ai production network, agents compete with each other to create sandboxs across various vertices like Math, science, healthcare, finance - Multiple LLM's coming together to do iterative work to get better to better - When a sandbox submits a solution and its judged on the platform to verify data - 10 Million runs, 6 million of which were contaminated data, which is duplicated data - Ai agents need verified data, which is the moat for large Ai firms - Miners are paid in $LITCOIN and eventually they get paid more in litcoin vs their token expense - 56 miners live on the protocol - Breakthrough means a model finds a better solution and verifies it unique - Ai is getting very good at Defi exploits - Defi protocols can come to @litcoin_AI, submit their code as an adapter to do pen tests - Got a cyber security approval from Anthropic - People can buy $LITCOIN, and use it as a bounty on Litcoin - Big shoutout from @tekkaadan to @avipat_

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Alpha On MCG@MCGAlpha·4d

Notes from $HermesOS w/@Wayland_Six - Made it easier for people to make powerful Ai agents on Hermes Agent: hermes-agent.nousresearch.com - Hermes Agent is like an Agent in a box that can do a lot of things like email, social media, always on, scheduling things autonomously, a lot more reasoning in the framework, proactive and allows you to build ontop of it - Well over 50 agents live first 2 weeks - HERMES Agent is like Anthropics Claude but a different more stable AI platform and $HERMESOS is the only onchain token project around the agent - About to announce a free Tier, if you hold the $HERMESOS token you get compute for free, think $VVV - Viral post via @teknium on github downloads: x.com/Teknium/status… - Hackathon to attract great deploys with @NousResearch - Hold the token, get extreme discounts and skill packs - Marketplace for operator backs to buy/sell/provide endpoints - Hivemind - A collective intelligence endpoint to access the hivemind w/ $HERMESOS tokens

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Alpha On MCG@MCGAlpha·4d

Notes from segment with $EITHER @EitherwayAI - 15 projects ready to launch on the launchpad - Stats, 2,976 apps created, 1,079 builders shipping, 93,972 credits used - CTO and team has experience working with KPMG, NVIDIA, 1inch and other major companies - 20 Devs, 2 designers and external network of advisors - Thesis: NoCode product building app, with integrations to Fomo, Moonshot, Kamino, Solflare, Stripe etc. - If you want to build a prediction market or DeFi app you have all the API's and integrations out of the box - Simplifying the process of agentic product building with token integration - Marketplace for builders to list their product as a vendor - Project tokens are paired with $EITHER similar to Virtuals, fees for builders - LP's partnered with @MeteoraEco using DBC, DAMM V2 pools - Adding in @definedfi and @trycodex - Looking to go beyond a W3 Loveable - Agentic framework toggles between a Web2 / Web3 Ai frameworks, so its great for crypto and non crypto builders - Just got a grant from @trondao - $EITHER token pair means that the token is constantly being taken out of circulation - Solana had 10x the revenues for apps built on @solana than Ethereum - On Launchpad: Using @MeteoraAG infra, $EITHER paired, setting up with FOMO, Birdeye, Jupiter via Gmgn etc. Fees for creators is paid in $SOL, while Eitherway buybacks EITHER to take it out of circulation - Any revenue from launchpad, crediting system is for buyback/burns and staking emissions - Auction marketplace for apps launched on Eitherway - Partnership @dflow around people wanting to make trading terminals on Eitherway w/Routing and other integrations Viral Stripe post: x.com/EitherwayAI/st…

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Alpha On MCG@MCGAlpha·5d

Notes from segment with Crafts: - Launching a Dataroom, built the first every sealed bid auction on Solana (45:00 min) - Has 12 projects ready to go this year - Using Blockworks B1 filing system for transparency - Seal bid auctions are encrypted to ensure privacy, with @Arcium you can run a sealed bid auction on Solana - 34:00 - Vision is to spin up SPV's with disclosures, and settlement of investments, automated treasury management - Why tokens trade bellow their perceived NAV, 84% of tokens underwater "Solution is transparency" - Goal is to solve for the whale games played on MetaDAO where whales come in at the last minute with size, to get a bigger pro rata allocation - Why tokens trade bellow their perceived NAV, 84% of tokens underwater "Solution is transparency" - Why Refi as first project found a way to tokenize Solar assets, with $35 Million in Solar assets. - Average 12.5% ARR, 27 distributions - $10 Million LOI from an intuitional capital allocator - Going live with a $4-5 Million vs 20-40 Million for other Solar comparable - 10% minimum equity - Energy is a hot sector - @Arcium will be TGE'ing soon, essentially a L2 anchored in privacy - Crafts got a grant from Solana Fdn

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MCG@MCGlive·5d

🔴 LIVE: PUMP burns airdrop supply? HYPE over HOOD? | Live Market Updates + Onchain Positioning x.com/i/broadcasts/1…

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Alpha On MCG@MCGAlpha·6d

Notes from segment with @gsd_foundation $GSD - World premier of GSD Cloud! - Notes from thoughts from Bags, likes the team got things smoothed over, feeling there was 2 way comms - GSD is at the end of Demo day with their videos - Re: GSD Cloud - Problem was GSD 2, Anthropic had banned people using OAuth tokens. - The problem GSD Cloud solves is the problem of using multiple tools in a cloud format - Amazing onstream Demo - The key is to have a front end, that remotes into a mack Mini or any other machine hosting an agent and organizing it all from one cloud terminal, anywhere in the world - 800 people on waitlist, Beta releasing in next week or so - Allowing the computers to talk to eachother - GSD Cloud is the ultimate remote for $20/month for all of your agents - GSD Cloud will have a link to it via the GSD download - System is enable to use some percentage of what the person spent into a buyback/burn to convert into GSD to either burn or do something with - $GSD holders will be priority accounts, looking to a couple of months to bring in users in a considerable amount - Alpha coming over the next couple of weeks - Mobile supported, PWA coming - Alpha: workflow builder that helps build the workflow to create complex node based workflows, via little rectangles that are long winded processes that run 24h - @mynt_josh take: The product vision is clear, feels like Lex is on the right track here. The big unlock will be when the Terminal converts a user and the buyback happens onchain.

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MCG@MCGlive·6d

🔴 LIVE: New peptide meta. Debt Crisis? OIL exploding higher | Market Updates + Onchain Alpha x.com/i/broadcasts/1…

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Alpha On MCG@MCGAlpha·6d

Notes from segment with @loyal_hq - Beautiful new branding, shipping app today to @solanamobile $SKR (Solana power users) - Built APY/Private dollar, shipped private transactions to any Telegram handle, shipping a way to give granular onchain permissions to your agent - With @MetaDAOProject and the $LOYAL ownership token, it gave Loyal a loyal community to explore product development tree to get fast feedback - Smart accounts unlocks - Automated swaps to Kamino positons - Automated DCA's right in your wallet, get rid of popups and signatures - Vision is one smart account vault with a bunch of automations - From January grown to 1500 MAU's with 20% week over week growth, also similar for TVL, extension has been sticky - Building to offer automations for other Neo Banks and anyone working on Squads - On the token: $LOYAL has had a bid program, helpful for longterm holders. - Soaked up $1.5 Million in tokens from free circulation, remaining is with Whales - Has interest from small funds for the tokens via OTC, for $7.5/10 Million in October. All raise has to be approved by the community - Really intouch with top holders and focused on product waiting on market conditions - Solflare/Phantom are competing for the same type of customers, where Loyal is focused on innovative focused wallet users

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Alpha On MCG@MCGAlpha·6d

Notes from segment with @liminalcash $LIL - Tokenized stocks rolling out in the next release - Liminal is now live in the Google PLay/Apple store - Did $40k last month in volume and looking to hit $80k this month - Focused on retention, gaining traction in Brazil - Nim is live, using the CLI to execute trades and plug into desktop/ChatGPT to get Liminal into various chat interfaces via Phase 2 in testing now - You can get a joint account with a partner, couple or friends and get combined yield - In California for a demo day on May 19th to the @base ecosystem fund and potentially @cbventures - Plenty of runway - Around the token: Phase 1 rewarding users via $LIL, Phase 2: Membership tiers, credits for the Ai agent. Phase 3: What is earned into the treasury being deployed as liquidity - Re: Roadmap, most exciting part is the joint accounts

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Alpha On MCG@MCGAlpha·6d

Notes from stream with solana:2TfSKMphshQ8zFLMJuGsw2iotSdGHLhYYPM4uy1opump - Creating a Peptide research lab and factory - Got into Peptides last year via Alpha Fold from Google Deepmind, saw Pumps hackathon and won the @BioProtocol $BIO hackathon - Bio Protocol put DeSci back on the map and is closely working with solana:2TfSKMphshQ8zFLMJuGsw2iotSdGHLhYYPM4uy1opump - Working on Dementia, using Alpha Fold to simulate Amino sequences, thanks to Google's Alpha Deepmind - You can create a mask on a cell from the Aminoacid which stops bad cells from being created - Not a lot of FDA regulation in the Peptide space, however RFK Jr is looking at regulating the space. - Clarity Protocol is gatekeeping the recipe and is looking to patent the process to create the protein - Shoutout to beach.science - In communication with some private wetlabs, working with DAO's to get funding - The model is @clarity_proto creates a useful output and works with DAO's/Labs to commercialize it - Right now solana:2TfSKMphshQ8zFLMJuGsw2iotSdGHLhYYPM4uy1opump maybe a buyburn situation or some tiered discount levels to sell stuff on the website. - A shipment is coming in this week of established compounds, get it out to a wetlab to verify efficacy - The top 2 weightloss drugs did like $60 Billion in revenues, with Dementia care is a $1.3 Trillion dollar market, with 55 million people living with Dementia, rising to 140 Million by 2050

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Keşfet

@litcoin_AI @DineroDom0 @mynt_josh @reppo @OpenGradient @virtuals_io @pumpcade @peaq