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@MCGlive

Exclusive Alpha, Actionable Insight, Interviews M-F 12:00 ET | Extra @MCGAlpha | presented by @MeteoraAG By @ChillTRD, @mynt_josh and @DineroDom0 - bookings

Internet Capital Markets Katılım Ocak 2022
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MCG
MCG@MCGlive·
@gianniskenzi Great having you on! We're excited to cover more of the Orynth ecosystem.
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Giannis Grigoriadis
Giannis Grigoriadis@gianniskenzi·
Building Orynth has been one of the biggest challenges I’ve taken on. We talked about the journey, the pivot, verification, launch quality, and where we see the future heading. Thanks for having me on.
MCG@MCGlive

Today on MCG: @orynth w/@gianniskenzi | $ORYNTH Giannis built a launchpad where every listing is tied to a live product and verified through authorized X and GitHub links, so founders can't fake who they are or what they shipped. He breaks down the pivot from a failed AI website builder to one of the hottest launchpads on @solana, and why they are building on @MeteoraAG Here's the breakdown: 00:04 - Intro 01:28 - Meet Giannis 05:26 - Why @ProductHunt was the inspiration 06:14 - Curated vs democratized launches 10:07 - How verification works 10:13 - Mitigating rugs and keeping quality high 15:36 - The $ORYNTH token question and buybacks 19:12 - The social contract between founders and traders 22:40 - The @virtuals_io 60-day PMF mechanism 24:33 - Traction 25:29 - Founder pipeline and GTM 31:57 - The launch that went viral 33:48 - Why Solana, why Meteora

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MCG@MCGlive·
Today on MCG: @169Pi_ai w/@Rajatarya01 + @BizChirag | $PIE 169Pi is building beyond a traditional LLM and is adopting the multi-model approach to AI Key topics include: 00:06 - The deep dive and how it stacks up to frontier models 01:10 - @Forbes coverage 01:53 - Meet the team 05:35 - The founding insight 07:25 - The quantization thesis and the capital problem 09:54 - US GPU export restrictions and the sovereignty issue 10:30 - Quantization explained 12:25 - Does quantization cost you accuracy 14:44 - Real use cases 15:24 - Traction 22:22 - $PIE 29:43 - Runway and funding
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MCG@MCGlive·
Today on MCG: @orynth w/@gianniskenzi | $ORYNTH Giannis built a launchpad where every listing is tied to a live product and verified through authorized X and GitHub links, so founders can't fake who they are or what they shipped. He breaks down the pivot from a failed AI website builder to one of the hottest launchpads on @solana, and why they are building on @MeteoraAG Here's the breakdown: 00:04 - Intro 01:28 - Meet Giannis 05:26 - Why @ProductHunt was the inspiration 06:14 - Curated vs democratized launches 10:07 - How verification works 10:13 - Mitigating rugs and keeping quality high 15:36 - The $ORYNTH token question and buybacks 19:12 - The social contract between founders and traders 22:40 - The @virtuals_io 60-day PMF mechanism 24:33 - Traction 25:29 - Founder pipeline and GTM 31:57 - The launch that went viral 33:48 - Why Solana, why Meteora
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MCG@MCGlive·
We know @blknoiz06 watches MCG but we can't prove it yet 👀 Last week, he RT'd our breakdown of $CARDS | @Collector_Crypt's metrics Today, he followed the king, @0xgilbert (Founder of @squire_bot) minutes after he hopped off our interview... Chris wants to give you the full $SQUIRE thesis 1 on 1, ball's in your court! We'll set it up!!
MCG@MCGlive

Today on MCG: @squire_bot w/@0xgilbert | $SQUIRE We welcomed Chris back onto the show to talk all things usepod.ai He's building a marketplace where you can buy and sell AI inference and compute at a steep discount. One line of code drops it into your existing workflow and users are saving around 70% on their API spend Highlights from our convo: 00:04 - Tee up 01:22 - Recent updates and new models supported 04:43 - Chris's background 05:50 - "Everyone in web3 was filthy rich, enterprise blockchain wasn't" 08:02 - Building through the bear experience 10:25 - The inference capital markets thesis 14:06 - How usepod.ai works 19:08 - The Anthropic billing reversal 21:57 - Solving the two-sided marketplace 38:15 - Growth metrics MoM 46:30 - The futures marketplace soft launch 46:56 - Chris's pitch to @blknoiz06 👀

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MCG
MCG@MCGlive·
On stream today, @ChillTRD broke down why he thinks the bear is almost over Here's the thesis: 00:17 - Why capitulation is the tell 02:14 - When everyone leaves, that's when you pay attention 02:20 - Bitcoin into a high timeframe demand zone and liquidity 03:39 - Top voices saying we're on the last leg 05:04 - The on chain summer thesis 05:22 - volume hitting long timeframe high's 06:43 - Why July is one of Solana's best months 07:21 - Bitcoin 75% done 07:46 - What it equals
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MCG
MCG@MCGlive·
Today on MCG: @squire_bot w/@0xgilbert | $SQUIRE We welcomed Chris back onto the show to talk all things usepod.ai He's building a marketplace where you can buy and sell AI inference and compute at a steep discount. One line of code drops it into your existing workflow and users are saving around 70% on their API spend Highlights from our convo: 00:04 - Tee up 01:22 - Recent updates and new models supported 04:43 - Chris's background 05:50 - "Everyone in web3 was filthy rich, enterprise blockchain wasn't" 08:02 - Building through the bear experience 10:25 - The inference capital markets thesis 14:06 - How usepod.ai works 19:08 - The Anthropic billing reversal 21:57 - Solving the two-sided marketplace 38:15 - Growth metrics MoM 46:30 - The futures marketplace soft launch 46:56 - Chris's pitch to @blknoiz06 👀
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MCG
MCG@MCGlive·
Has solana:CARDSccUMFKoPRZxt5vt3ksUbxEFEcnZ3H2pd3dKxYjp only scratched the surface of what they're building?! In our interview with @bassbuddha last month, he said that @Collector_Crypt is only "5% loaded" on what they have planned - Consistent ecosystem support from Solana - A top revenue generator on Solana - Solana RWA market cap climbs 43% during first-quarter - @blknoiz06 is a vocal bull - Enterprise partnerships - The model they have mastered for Pokémon can be applicable for every other collectible asset class on chain Can't wait to see what's coming.
Ansem@blknoiz06

$CARDS 10x off the bottom for those who've been paying attention, has doubled in the past month will all relevant metrics still up & to the right good for solana to see another app having breakout success

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tonyGewrit📕
tonyGewrit📕@tonyGewrit·
holy 🤯. that @0xgilbert ama on @MCGlive is fire 🔥. solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA
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MCG
MCG@MCGlive·
TCG and GameFi have owned the timeline lately, and @Gym_Battles has become one of the biggest drivers of the meta Here are some metrics: - $400K+ in @Collector_Crypt cards paid out - 1,500 players - 200 active winners - 8,000+ battles played - $43K gross entry fees from 1v1 battles alone - ~$1-2K/day net revenue - All revenue flows back into inventory Only 22 days in.
MCG@MCGlive

Today on MCG: @Gym_Battles | solana:EeSHyt1ahSvm91CSa8ASqvenmxxQn2WU5VeNhdmepump Gym Showdown is a project built in the corner of the two hottest meta's in crypto right now (TCG + GameFi) It is built on top of @Collector_Crypt's white-labeled product and lets players battle each other for real-world physical Pokémon cards stored on Collector Crypt... Highlights from our highly requested conversation: 02:31 - Meet the founder 04:21 - Why he built it 06:00 - Vision beyond Pokémon 10:00 - Vibecoded to start and hardened the backend over months 10:46 - The token decision 11:43 - Live metrics ($400K+ cards paid out, 1,500 players, 200 winners, 8,000+ battles played) 12:56 - $43K gross entry fees from 1v1 battles alone, ~$1-2K/day net revenue 14:30 - @Collector_Crypt bot 15:46 - One Piece game inventory being built 24:00 - Whale battle for $2.5K worth of cards 26:00 - PvP zero house edge, slight house edge on other modes for ops 28:00 - 80% of players hold $50 GYM for free orbs...token holders ≠ players 29:10 - Copyright concerns addressed 31:18 - solana:EeSHyt1ahSvm91CSa8ASqvenmxxQn2WU5VeNhdmepump mechanics — 3-5% of revenue → buyback and burn 32:01 - Burned 3% of supply ($50K) 33:08 - Trading post P2P transactions happen in solana:EeSHyt1ahSvm91CSa8ASqvenmxxQn2WU5VeNhdmepump tokens 35:13 - End-game vision: gamification layer for all collectibles on @solana

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MCG
MCG@MCGlive·
🔴 LIVE: The Bear Market is Almost Over...Here's Why | Market Update + Interviews x.com/i/broadcasts/1…
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MCG
MCG@MCGlive·
Today on MCG - solana:FBaQqJAuYkuKQpAcDuHtuupSPpqi33fbTxKXSjLDQory solana:aqQRs3UJmHs7ktoLo46HZAzvG9P3oCoZ41nENqFbory solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA
MCG@MCGlive

This week on MCG, times in EDT Subscribe: @MCG_live" target="_blank" rel="nofollow noopener">youtube.com/@MCG_live Notes: @MCGAlpha Discord (Limited time access): discord.com/invite/bT2tNqc… Monday 6/22 GameFi Day 11:30 - $SPAIN $CHZ @Chiliz @sefutbol @FanTokens w/@altugx 12:00 - $GYM @Gym_Battles 12:30 - $HermesWorld @hermesworldai w/@outsource_ 1:00 - $TINYWORLD @tinyworldsapp w/@Jasonkneen Tuesday 6/23 12:00 - $ORYNTH @orynth w/@gianniskenzi 12:30 - $PIE @169Pi_ai w/@rajatarya01 @bizchirag 1:15 - $SQUIRE @squire_bot w/@0xgilbert Wednesday 6/24 12:00 - Tokens on Flipcash - $JEFFY $MNY @flipcash w/@ted_livingston 12:45 - $BLOXX @BloxAPI w/@the_davey 1:15 - $VELVET & $VU @Velvet_Capital @VU_Virtuals w/@degen_mike14 @defivas 2:00 - $RIVERBOAT @riverboat_x w/@gskwxyz Thursday 6/25 12:30 - $ZERO @c0mputeAI w/@leyten 1:15 - $NOCK @nockchain w/@loganallc Friday 6/26 12:30 - $RAIL @RAILGUN_Project w/@tsu_kareta 1:15 - $XTRA @Ekstraai w/@demetrirodr

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MCG@MCGlive·
Despite raising $6M across two funding rounds, @PopPunkOnChain (Founder of @pumpcade) said they've turned down "millions of more investor dollars for this equity" to run the ACE round - ACE = Asset conversion to equity - Token holders convert tokens into SAFE notes - Solves the acquisition problem (acquiring party takes equity, token goes to zero) - Early traders/holders now sit on the same cap table as the institutional investors Since raising, the team's focus has been on shipping the product and hiring S-tier talent $PUMPCADE
MCG@MCGlive

Today on MCG: @PopPunkOnChain | @pumpcade | solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu Pop Punk came back on MCG to give updates on Pumpcade, the prediction market for instant-resolution markets as short as 60 seconds, focused only on markets that resolve through verifiable data Built on @solana Highlights include: 00:14 - Raised another $5M since the last MCG appearance 00:37 - First project to do the ACE round, which has since become a trend 03:06 - PopPunk's background 04:21 - Solo-built the product for 6 months without paying himself, then won the Pump Fun Hackathon 05:32 - The ACE round mechanic 06:33 - "We wanted CT degens to sit on the same cap table as top-tier S-tier investors" 09:30 - Final ACE numbers (6-7% of total supply converted for equity, locked for 1 year. Combined with 10% investor allocation = 16% of supply locked for 12 months) 19:23 - The product thesis 20:48 - Polymarket criticism 22:55 - GTM strategy 30:51 - "The only place to build our consumer application right now is on Solana" 38:25 - Parimutuel mechanic explained 39:34 - White-label resolution engine 41:28 - Biggest announcement yet is on the way 🚨

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MCG@MCGlive·
.@Arcium decided not to build their own blockchain, because forcing developers to migrate would defeat the thesis: "Arcium comes wherever it is needed. I think of it as a purple octopus that spreads its encrypted tentacles everywhere." - @yrschrade Where $ARX fits: - Fixed supply of 1,000,000,000 tokens - No inflation mechanics - Required to access and operate the network's compute resources - The network requires third-party nodes - Staking + Governance - No staking = malicious nodes could compromise confidential computations "We are not a company that acquires customers and has a token. We are a company that onboards people onto the network."
MCG@MCGlive

Today on MCG: @yrschrade |Co-Founder + CEO @Arcium | $ARX (Not Live Yet) Arcium is the confidential computing network built on @solana that lets any blockchain or AI application add encrypted privacy Highlights from our conversation include: 01:48 - Yannik's background 03:12 - The privacy thesis 08:02 - The shift from "privacy = hide data" to "privacy = compute over data without seeing it" 09:04 - The big pivot 15:58 - Web 2 enterprise customers already using Arcium for confidential AI 16:59 - The acquisition 21:04 - Why $ARX will be required for the network 22:30 - Multi-trillion $ TAM 24:33 - US regulators in favor of privacy 37:32 - Mainnet Alpha metrics 40:37 - Revenue breakdown 43:08 - TGE confirmed coupled with mainnet launch

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Keşfet

@riverboat_x @gskwxyz @Velvet_Capital @VU_virtuals @degen_mike1 @defivas @BloxApi @the_davey