Exclusive Alpha, Actionable Insights, M-F 12:00 ET | presented by @fomo @MeteoraAG @MetaDAOProject By @ChillTRD, @mynt_josh and @DineroDom0 - bookings
Internet Capital Markets
Joined January 2022
- Tweets7.9K
- Following182
- Followers23K
- Likes15.1K
Pinned Tweet
Today on MCG, presented by @fomo, @MetaDAOProject.
12:15 - @Stateofblocks w/@That1618guy
1:00 - $XERIS @xeriscoin w/@ZacharyWinkle (Quantum Secure L1)
Follow us on fomo:
Chill: fomo.family/profile/chilltrd
Dom: fomo.family/profile/DineroDo…
Watch on youtube.com/@mcg_live
Notes on mcgsignal.com
DLMM w/@met_lparmy
Convert to $USDv w/@solomon_labs (Link in bio)
🔴 LIVE: Surviving the Onchain Bear Market | How Long Does it Last? nitter.cf/i/broadcasts/2rJaoomnX…
MCG retweeted
Was a great stream chatting markets with the @MCGlive folks. Touched on a bunch, including where we go post Binance hack, swing trading majors, RH chain, Elysium launch and much more
Give it a watch
Today on MCG
@Stateofblocks w/@that1618guy
Highlights :n ex Delphi analyst and founder of State of Blocks, a trading community that shares setups and research.
Highlights Include:
00:58 - Marcus's Background
03:24 - Relative strength is only relative until the fall catches up
07:03 - @AnthropicAI IPO could drain liquidity like @SpaceX
10:10 - Add risk early and cut risk late
11:21 - Crypto has no passive bid so the marginal buyer rules
11:54 - Calls the Bitcoin low in at $60K
14:21 - $NEAR at $1.80 vs $4 and fundamentals follow price
16:36 - Bitcoin Google searches explain price
18:13 - HYPE at $70 with everyone talking was the warning
20:16 - What gets retail back into crypto?
25:23 - Binance hack of $6B with half frozen
26:00 - Real test is the bank run
28:36 - Bybit handled its hack like a masterclass
31:04 - Bids $HYPE and @Lighter_xyz as the marginal buyer returns
32:50 - Bullish Robinhood Chain after 70-80% pullbacks
33:14 - The trench special bids at a 78% pullback
33:34 - Likes $ORBIO for real revenue
35:05 - Priors dev call at a $2M market cap
43:19 - $700K rewards post was an overreaction
48:36 - Too many copy paste launchpads
49:18 - $BUN is different with AI market making
54:13 - Four agentic finance picks
57:19 - Loves $HOOKR and $STONKBROKER
1:00:06 - HYPE attention and why Kinetic is the beta play
1:03:03 - State of Blocks Discord
Tomorrow on MCG
$HEDGE | @0xHedgehood w/@0xfffcrypto
📅Tuesday, 3rd November
🕛1:00PM EST
📍Tune in here
Stream presented by @fomo and @MetaDAOProject
Tomorrow on MCG
$GABOX | @Gabox_fun w/@Amir0X1
📅Tuesday, 3rd November
🕛12:30PM EST
📍Tune in here
Stream presented by @fomo and @MetaDAOProject
Is the quantum threat being exaggerated, or is crypto running out of time to prepare?
@ZacharyWinkle from $XERIS compares the current fear to Y2K and explains why developers should build for the long term.
He compares the current fear to Y2K and argues that developers should already be designing systems to withstand future challenges. For @xeriscoin, that means tokenomics and validator incentives designed to last 100 years and beyond
“People went wrong with a lot of fear mongering and a lot of concern of, OK, everything's going to come crashing down today.”
“People are more so scared now because they don't know when it's going to come and how it's going to come.”
Today on MCG
$XERIS | @xeriscoin w/@ZacharyWinkle (Quantum Secure L1)
XerisCoin builds a patent-pending post-quantum secure Layer 1 blockchain that uses triple consensus (PoW + PoS + PoH) and natively supports real-world asset tokenization, DeFi, and AI agents
Highlights include:
00:41 – Binance hack and the AI attack question
01:23 – Zachary's Introduction
02:28 – Started mining Doge at 12 years old
08:17 – @xeriscoin is a layer one built to solve the blockchain trilemma
08:57 – How he lost all his Doge ($300K at peak)
10:19 – Binance hack was AI assisted, he believes
13:08 – Quantum Computing timeline moved up to around 2029
14:11 – Quantum fear is like Y2K, but attacks are real
14:31 – Once hackers can rent quantum, it’s game over
15:36 – Hybrid quantum signature, patent pending
17:59 – Trilemma explained, 10,000+ TPS
20:24 – Solana style dev tools, port apps in under an hour
22:31 – Most people will migrate too late
23:53 – Use cases like RWAs and AI agents with a kill switch
24:53 – Wills and legal docs on chain
29:19 – Quantum scare will hit slowly, then all at once
29:39 – Ranked #32 on CertiK Skynet, up from #87
31:03 – Mainnet launches with a DEX and a launchpad
32:49 – Is the quantum fear hyperbolic
35:12 – Announcement, @CertiK joins as a staking partner
37:30 - Closing Takes
While the broader market is struggling, solana:CARSsxWPkpQWvfyRBwfGMGvysJBHdHGfE46X5MNgmeta is showing some impressive traction👀
@DineroDom0 breaks down the project's recent performance and the numbers behind its growing demand.
Over the last 60 days:
• 23,881 packs sold, generating approximately $884K in pack sales.
• Nearly $100K in total revenue.
• Around $784K in buybacks
• Approximately $40K in open buyback offers.
• 447 unique wallets purchasing packs in 1 day
"So this was 5,000 different wallets on this day. This is 447 wallets. Which is really good.”
“If they can get their inventory up 24-7 constantly to where it's like plus EV all the time to be buying packs, could we see more consistency on these sales?”
“Either way, they're validating product market fit, and I think cars is definitely one to watch.”
Here’s your guide to surviving an onchain bear market 101 by @ChillTRD 🚨
His playbook:
• Stay patient. Don't force trades just to stay active.
• Focus on quality projects with teams that continue to build.
• Keep an eye on narratives that could regain attention when liquidity returns.
• Accumulate selectively and position for the next risk-on phase.
Key Highlights:
0:00 — 99.99% of tokens gone to zero
0:19 — lifetime stats of launchpads(pumpfun)
2:19 — Access easy, filtering hard
2:31 — Marcus on filters
3:05 — Do nothing in risk-off
3:48 — Watch narratives
4:07 — $HYPE + @Enter_Elysium
5:02 — Position long-term in quality
5:43 — Risk on / risk off
7:44 — Max opportunity now
9:35 — Average trader down ~97%
10:16 — Chilltards in control
He was mining DOGECOIN at 12 years of AGE!
@ZacharyWinkle from solana:9ezFthWrDUpSSeMdpLW6SDD9TJigHdc4AuQ5QN5bpump shares how his journey began in 2014 after watching a video about Bitcoin and cryptocurrency on his iPhone 4S during seventh-grade pottery class
That curiosity eventually led him to mining Dogecoin and Litecoin, giving him an introduction to crypto at an age when most people hadn't even discovered the space
“I was 12 years old when I first started mining Dogecoin on my computer.”
Today on MCG
$XERIS | @xeriscoin w/@ZacharyWinkle (Quantum Secure L1)
XerisCoin builds a patent-pending post-quantum secure Layer 1 blockchain that uses triple consensus (PoW + PoS + PoH) and natively supports real-world asset tokenization, DeFi, and AI agents
Highlights include:
00:41 – Binance hack and the AI attack question
01:23 – Zachary's Introduction
02:28 – Started mining Doge at 12 years old
08:17 – @xeriscoin is a layer one built to solve the blockchain trilemma
08:57 – How he lost all his Doge ($300K at peak)
10:19 – Binance hack was AI assisted, he believes
13:08 – Quantum Computing timeline moved up to around 2029
14:11 – Quantum fear is like Y2K, but attacks are real
14:31 – Once hackers can rent quantum, it’s game over
15:36 – Hybrid quantum signature, patent pending
17:59 – Trilemma explained, 10,000+ TPS
20:24 – Solana style dev tools, port apps in under an hour
22:31 – Most people will migrate too late
23:53 – Use cases like RWAs and AI agents with a kill switch
24:53 – Wills and legal docs on chain
29:19 – Quantum scare will hit slowly, then all at once
29:39 – Ranked #32 on CertiK Skynet, up from #87
31:03 – Mainnet launches with a DEX and a launchpad
32:49 – Is the quantum fear hyperbolic
35:12 – Announcement, @CertiK joins as a staking partner
37:30 - Closing Takes
.@that1618guy explains why $BUN stands out in an increasingly crowded launchpad market.
He believes launchpads need to innovate rather than copy existing models. What caught his attention is BUN's AI agentic market-making system, which bundles and locks a large portion of token supply while allowing agents to trade
The model could become highly reflexive if a token launched on @Moshdottrade gains traction, creating demand for the underlying BUN token as agents accumulate it through market making
For Marcus, this kind of innovation is what the trenches need
Today on MCG
@Stateofblocks w/@that1618guy
Highlights :n ex Delphi analyst and founder of State of Blocks, a trading community that shares setups and research.
Highlights Include:
00:58 - Marcus's Background
03:24 - Relative strength is only relative until the fall catches up
07:03 - @AnthropicAI IPO could drain liquidity like @SpaceX
10:10 - Add risk early and cut risk late
11:21 - Crypto has no passive bid so the marginal buyer rules
11:54 - Calls the Bitcoin low in at $60K
14:21 - $NEAR at $1.80 vs $4 and fundamentals follow price
16:36 - Bitcoin Google searches explain price
18:13 - HYPE at $70 with everyone talking was the warning
20:16 - What gets retail back into crypto?
25:23 - Binance hack of $6B with half frozen
26:00 - Real test is the bank run
28:36 - Bybit handled its hack like a masterclass
31:04 - Bids $HYPE and @Lighter_xyz as the marginal buyer returns
32:50 - Bullish Robinhood Chain after 70-80% pullbacks
33:14 - The trench special bids at a 78% pullback
33:34 - Likes $ORBIO for real revenue
35:05 - Priors dev call at a $2M market cap
43:19 - $700K rewards post was an overreaction
48:36 - Too many copy paste launchpads
49:18 - $BUN is different with AI market making
54:13 - Four agentic finance picks
57:19 - Loves $HOOKR and $STONKBROKER
1:00:06 - HYPE attention and why Kinetic is the beta play
1:03:03 - State of Blocks Discord
$BTC may have put in its low. Here's why @that1618guy thinks it's time to start adding risk...
He believes the $60K level gives traders a clear point to manage downside risk, while Bitcoin's recovery toward $85K suggests the market may have found a durable bottom
For altcoins, he's looking for projects with strong fundamentals and charts that have technically bottomed.
His view is that these setups could offer attractive risk-to-reward over the coming months, but weaker coins are better treated as trades than long-term holds.
“If Bitcoin pulls back further down to below $70,000, you know that something is not going right.”
“You have your shit coins that would do multiples like three to four X's because they've fallen like 95%. It doesn't take much for them to do a four X.”
Today on MCG
@Stateofblocks w/@that1618guy
Highlights :n ex Delphi analyst and founder of State of Blocks, a trading community that shares setups and research.
Highlights Include:
00:58 - Marcus's Background
03:24 - Relative strength is only relative until the fall catches up
07:03 - @AnthropicAI IPO could drain liquidity like @SpaceX
10:10 - Add risk early and cut risk late
11:21 - Crypto has no passive bid so the marginal buyer rules
11:54 - Calls the Bitcoin low in at $60K
14:21 - $NEAR at $1.80 vs $4 and fundamentals follow price
16:36 - Bitcoin Google searches explain price
18:13 - HYPE at $70 with everyone talking was the warning
20:16 - What gets retail back into crypto?
25:23 - Binance hack of $6B with half frozen
26:00 - Real test is the bank run
28:36 - Bybit handled its hack like a masterclass
31:04 - Bids $HYPE and @Lighter_xyz as the marginal buyer returns
32:50 - Bullish Robinhood Chain after 70-80% pullbacks
33:14 - The trench special bids at a 78% pullback
33:34 - Likes $ORBIO for real revenue
35:05 - Priors dev call at a $2M market cap
43:19 - $700K rewards post was an overreaction
48:36 - Too many copy paste launchpads
49:18 - $BUN is different with AI market making
54:13 - Four agentic finance picks
57:19 - Loves $HOOKR and $STONKBROKER
1:00:06 - HYPE attention and why Kinetic is the beta play
1:03:03 - State of Blocks Discord
Today on MCG
$XERIS | @xeriscoin w/@ZacharyWinkle (Quantum Secure L1)
XerisCoin builds a patent-pending post-quantum secure Layer 1 blockchain that uses triple consensus (PoW + PoS + PoH) and natively supports real-world asset tokenization, DeFi, and AI agents
Highlights include:
00:41 – Binance hack and the AI attack question
01:23 – Zachary's Introduction
02:28 – Started mining Doge at 12 years old
08:17 – @xeriscoin is a layer one built to solve the blockchain trilemma
08:57 – How he lost all his Doge ($300K at peak)
10:19 – Binance hack was AI assisted, he believes
13:08 – Quantum Computing timeline moved up to around 2029
14:11 – Quantum fear is like Y2K, but attacks are real
14:31 – Once hackers can rent quantum, it’s game over
15:36 – Hybrid quantum signature, patent pending
17:59 – Trilemma explained, 10,000+ TPS
20:24 – Solana style dev tools, port apps in under an hour
22:31 – Most people will migrate too late
23:53 – Use cases like RWAs and AI agents with a kill switch
24:53 – Wills and legal docs on chain
29:19 – Quantum scare will hit slowly, then all at once
29:39 – Ranked #32 on CertiK Skynet, up from #87
31:03 – Mainnet launches with a DEX and a launchpad
32:49 – Is the quantum fear hyperbolic
35:12 – Announcement, @CertiK joins as a staking partner
37:30 - Closing Takes
Today on MCG
@Stateofblocks w/@that1618guy
Highlights :n ex Delphi analyst and founder of State of Blocks, a trading community that shares setups and research.
Highlights Include:
00:58 - Marcus's Background
03:24 - Relative strength is only relative until the fall catches up
07:03 - @AnthropicAI IPO could drain liquidity like @SpaceX
10:10 - Add risk early and cut risk late
11:21 - Crypto has no passive bid so the marginal buyer rules
11:54 - Calls the Bitcoin low in at $60K
14:21 - $NEAR at $1.80 vs $4 and fundamentals follow price
16:36 - Bitcoin Google searches explain price
18:13 - HYPE at $70 with everyone talking was the warning
20:16 - What gets retail back into crypto?
25:23 - Binance hack of $6B with half frozen
26:00 - Real test is the bank run
28:36 - Bybit handled its hack like a masterclass
31:04 - Bids $HYPE and @Lighter_xyz as the marginal buyer returns
32:50 - Bullish Robinhood Chain after 70-80% pullbacks
33:14 - The trench special bids at a 78% pullback
33:34 - Likes $ORBIO for real revenue
35:05 - Priors dev call at a $2M market cap
43:19 - $700K rewards post was an overreaction
48:36 - Too many copy paste launchpads
49:18 - $BUN is different with AI market making
54:13 - Four agentic finance picks
57:19 - Loves $HOOKR and $STONKBROKER
1:00:06 - HYPE attention and why Kinetic is the beta play
1:03:03 - State of Blocks Discord
$GAGE NFT GIVEAWAY - EXTENDED BY 24 HOUR!🚨
We're giving away 5 exclusive NFTs!
To enter:
• Watch the full Gage segment.
• Share your takeaways in a post on X
• Create clips or original content about Gage
We'll select ONLY 5 winners from the submissions
Due to the Binance hack and weekend, we're extending the submission window by 24 hours to give everyone more time to participate.
Submissions close in 24 hours from now. Get your entries in before the deadline!
Today on MCG
$GAGE | @gagedotcash w/@0xbisbis
Gage is a no-liquidation fixed-term peer-to-peer credit protocol on Robinhood Chain that lets you borrow fixed-amount USDG cash against memes, stocks, or LP pairs
Highlights Include:
00:34 - What is Gage?
03:56 - $BONER fell 50% and lenders still came out ahead
04:43 - Vs Morpho where you get liquidated on wicks
06:18 - 9x Nvidia leverage with no liquidation
06:41 - Borrow against long tail tokens others cannot underwrite
08:40 - First to single sided stake stocks on Robinhood
09:47 - Borrow cost about 2% over 7 days on Nvidia
11:03 – How Gage gets lenders: stablecoin LPs earn way more yield
14:21 - Pashov audit and open source code
17:09 - Sell future yield early like Pendle
19:02 - 50% of Pons fees and all borrow fees buy back token
19:51 - Long tail pricing API planned
20:56 - No raise and no plan to
22:17 - TVL about $40K and targets $1M by November
24:13 - Infra layer so partners keep their own frontend
24:54 - V4 pool with @fablesfi and @zia_finance partnership
25:32 - Solana later and more EVMs sooner
🔴 LIVE: Surviving the Onchain Bear Market | How Long Does it Last? nitter.cf/i/broadcasts/2rJaoomnX…
MCG retweeted
chatting state of the market w the folks from @MCGlive, tune in
Please note today on MCG we will be starting with @that1618guy at 12pm EST to give ourselves more time to talk markets, tickers and ideas.
@ChillTRD and @DineroDom0 will be hosting.
Please note today on MCG we will be starting with @that1618guy at 12pm EST to give ourselves more time to talk markets, tickers and ideas.
@ChillTRD and @DineroDom0 will be hosting.
This Week on MCG, presented by @fomo, @MetaDAOProject, times in EST
Monday 11/2
12:30 - @Stateofblocks w/@That1618guy
1:00 - $XERIS @xeriscoin w/@ZacharyWinkle (Quantum Secure L1)
Tuesday 11/3
12:30 - $GABOX @Gabox_fun w/@Amir0x1 (@MeteoraEco Eco)
1:00 - $HEDGE @0xHedgehood w/@0xfffcrypto
Wednesday 11/4
12:30 - $PRL @prlnet Debate w/@brezshares @immutablejacob
Thursday 11/5
12:30 - $JTO @jtx_trade w/@buffalu__
1:00 - $NEST @nestexchange w/@ace_da_book (@HyperliquidX Eco)
Friday 11/6
12:00 - $SLOP @SlopCash w/@shawmakesmagic
12:30 - $MOTION @fffactoryhq w/@metallegbob
1:00 - $CLAUS @contractclaus (@ProgrammableHQ Eco)
Alpha: mcgsignal.com
Subscribe: youtube.com/@MCG_Live
Learn to LP w/@met_lparmy on @MeteoraAG
Convert to $USDv w/@solomon_labs, link in bio.
Ash from @dimes_xyz shares his take on what the @RobinhoodCrypto ecosystem could become...
He believes the biggest opportunity isn't just making crypto safer, but making it easier to access. Better user experiences, lower fees and new on-chain opportunities could bring Robinhood's existing users from traditional investing, options and prediction markets into the trenches.
The goal is to turn Robinhood's massive user base into the next wave of on-chain participants..
Today on MCG🚨
@RobinhoodCrypto Quarterly Ecosystem Analysis w/@dimes_xyz
Highlights Include:
00:35 - So back to so over in 24 hours
02:45 - Bitcoin down 7% while Intel drops 30%
05:55 - Robinhood Chain launch sparked risk on season
07:21 - Narrative is capital thesis
09:55 - Capital follows attention dynamic
11:19 - Build a better trenches for normies
13:43 - Where's @RobinhoodCrypto Headed?(Earnings Takeaways)
16:16 - @vladtenev pitched meme stock pairs
17:20 - Listings and posts came right after earnings
19:15 - Slower because Robinhood is a regulated broker
20:33 - @ponsdotfamily wallet integration and wallet may become the main app
24:41 - About access and not safety
26:53 - Guarantees Robinhood is watching FOMO
31:48 - Fractional chief of staff for chain projects
34:40 - Chain trading down 97% since September
36:11 - Outside US can self custody tokenized stocks
36:52 - Round trip proves the liquidity is there
.@SonofAdam777_ breaks down the tokenomics behind $GLDSTN and how its treasury is structured...
The treasury holds two major pools, a USDG pool that is locked and a larger GLD pool managed under predefined rules. He also explains the “gold floor” and how treasury held tokens are used to support the token's price..
Key figures:
• 30% of the supply is currently circulating.
• 55% is held in the Goldstein Treasur
• 10 years is the USDG pool lockup period
Today on MCG
robinhood:0xfce34d21a92069100e3226638140706cf03a266e | @GldstnOnChain w/@SonofAdam777_
Goldstein is an on-chain investment firm on Robinhood Chain that packages strategies into redeemable G-Fund tokens
Highlights Include:
00:21 – Founder Adam’s Background
01:01 – "White Whale" hit $250M
02:01 – "Shekels" topped Virtuals revenue
05:16 – Claude Code replaces a $20K/month dev team
06:19 – Why RWAs fix the old token flywheel problem
07:01 – Goldstein is an on-chain investment bank
07:21 – G-Funds are index funds for AI and Robinhood tokens
09:46 – Only NFT Seat holders can mint G-Funds
10:48 – Seat holders earn swap fees forever
11:30 – Mint at NAV, sell higher, instant profit
13:55 – Seat mint costs 0.025 ETH this Wednesday
15:38 – 3x leveraged funds coming later
18:02 – First public app demo
19:49 – ~$2M mcap, 30% circulating, 55% in treasury
21:54 – First 18 stakers become treasury partners
22:59 – App launch could pull 30% of supply off market
25:26 – Closing Take