
@MCGLive Clips | Stream Notes | Discord Community | Research, trade, and grow together in one place. By @ChillTRD, @mynt_josh and @DineroDom0 (Booking)
Joined October 2025
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The collective continues to print.
irst two months in the MCG private Discord have been nothing but ELECTRIC.
MCG cooks are only just beginning.
Wait till we start Discord VCs...
👀👀
The Discord has been all over the @longdotxyz thesis for a while now.
We were digging into this narrative a week ago.
Another MCG Collective W! 🔥
Yesterday we broke down the entire @longdotxyz thesis
$AI lets you pair a memecoin with a tokenized stock in the same liquidity pool. As the stock rises it pulls the meme up, and as the meme gets bought it creates buy pressure for the stock in the pool.
$AI is the proof of concept. Over the last few days it's accounted for 30% of all Nvidia tokenized stock volume on @RobinhoodApp 🤯
The attention is already there (@Uniswap's founder came out bullish on the concept). Robinhood's head of product, who's also head of DeFi, followed the platform. @vladtenev put out a call for builders in RWA and tokenized stocks to DM him. This is the exact direction Robinhood wants to go anyway.
Today @Natan_benish joins us on stream for one of our most anticipated interviews yet...see you there!
Notes from solana:y4JiNFzBPofqiCpuDTcVq11nhUDQoDzeK1UBCoXxF9y @LaunchCovenant w/@AlexJFRSalsali at 46:00
- CA: kickstart.easya.io/token/y4J…
- Working on Ai governance with unique AI frameworks
- Thesis: Covenant is an AI Lab
- Improvement over benchmark 3rd place at 80% against benchmarks 3 months ago, recently hit 100% of benchmark
- How you make money is embedding frameworks into actual businesses and covenant accelerates that process
- Currently has 3 profitable ventures Shepard, David, Allie etc.
- Buying CVT token with @BitAgentsApp
- Onboarding first intern today
- Partnership to be announced very soon around governance and compute
- Taking Allie through YC as a wedding startup, think private AI similar to @AskVenice $VVV
- Traction on Allie is 20% week over week
- Went from $3k to $26k in one week on ecosystem fund
- Talks about Allie with Antifund partner
Notes from session 1 $INFERRA @InferraTrade at 28:00 min mark
- Integrated with @chainlink to use Oracles for compute index prices
- Creating a market similar to Hyperliquid to trade compute
- Fees go to buybacks of Inferra token
- Markets per different types of compute
- Compute is an asset class, as the market develops, inferra will act as trading front end for that price discovery
- Currently in Devnet
- In constant meetings for an Oracle feed
- Promising once Oracle feeds are released, great marketing, great branding, great frontend
Notes from session 1 $INFERRA @InferraTrade at 28:00 min mark
- Integrated with @chainlink to use Oracles for compute index prices
- Creating a market similar to Hyperliquid to trade compute
- Fees go to buybacks of Inferra token
- Markets per different types of compute
- Compute is an asset class, as the market develops, inferra will act as trading front end for that price discovery
- Currently in Devnet
- In constant meetings for an Oracle feed
- Promising once Oracle feeds are released, great marketing, great branding, great frontend
🔴 LIVE: EasyA ecosystem day | ICM is back with the hottest new launchpad for early stage ideas xitter.cf/i/broadcasts/1dGYllOgg…
Notes from segment with solana:FBaQqJAuYkuKQpAcDuHtuupSPpqi33fbTxKXSjLDQory @orynth w/@gianniskenzi at 20:00
- MCG Signal page: mcgsignal.com/projects/ory
- Founder/Team: Started as a no code tool and pivoted to a launchpad, built a TG bot that reached 10k TG groups
- Thesis: Using a listing system that checks if websites are 1 day old, if the X account is associated with other token launches, if there is a product on the website, github and LinkedIn verification.
- Product/TAM: Not focused on Memecoins. Every listing is connected a product, project and link verification. Person is in the loop verifying high quality launches.
- Token/flywheel: Has plans for token utility, but has not announced it yet. Orynth will become a protocol with an umbrella of products underneath it, all rolls up into the solana:FBaQqJAuYkuKQpAcDuHtuupSPpqi33fbTxKXSjLDQory token. In communication with Meteora's Bedrock Foundation based on trader demand.
- Traction/PMF: Built a gaming platform, 160 launches in 2 days, solana:C1mg2ddme7Hpwjmxngr1AfrwRSmLqL1CVHPzUmapEory was found purely organic
- Revenue: In first month did $500k in creator earnings, but has picked up a lot recently
- GTM: Working on marketing, getting more leads for new launches, Season 1 Game Cup with $10k prize pool
- Funding: Currently bootstrapped
- Roadmap: Working on a mobile app, a Fomo competitor, working on a livestream app. 1 month timeline for specific updates.
🔴 LIVE: The Bear Market is Almost Over...Here's Why | Market Update + Interviews xitter.cf/i/broadcasts/1MKgNNqBP…
Notes from segment ft. @hermesworldai w/@outsource_ | solana:2YF1qxgYVY9x6UWVfampZp9er7PHXRYRDKi3isFnYhH9 at 1:18:00
- Founder: Runs an agency and expertise in coding with Ai, and marketing. Got 10k followers, 10 Million impressions, built a Heremes console with 5k stars in Github
- Thesis: Concept is an open world that you can go with your agent who you work with/live with to play together. V0 version went viral building for 2 months out of a Hermes hackathon
- Product: Got the idea from playing skyrim where you can add personality to your NPC's and play with them. Now approved for STEAM.
- Token: Hold the solana:2YF1qxgYVY9x6UWVfampZp9er7PHXRYRDKi3isFnYhH9 token to buy items, buy land, buy castles and built out towns etc. Some multiplayer is coming around raiding, harvesting resources, trade up currencies etc.
- Tokenomics: Has done buybacks of the token
- Traction: 500k visits, 2k players active
- GTM: Written a book/show and working that into the game itself as a way to market the game. Agents are working on the game, creating the book and building the show. Similar to an experience where people filled Mindcraft servers with AI and let it built it's own world.
Roadmap: Plots of land, a tax system for other players to generate revenue from land owned, token will be added to.
🔴 LIVE: GameFi and Solana active wallets up massively | Live Market Updates + Onchain Positioning xitter.cf/i/broadcasts/1nxeLLXVD…
Notes from segment with @Gym_Battles at 40:00
- Founder: Anon for now, played on @Collector_Crypt 2 years ago
- Thesis: wanted to put the cards to use that were sitting in his wallet and wanted a Pokemon style game instead of just eCommerce
-Product: Key tech moat is the wallet/RWA card management in the background that powers the game
- Runs a bot that snipes undervalued cards
- Looks to be the infrastructure behind TCG games onchain, with other IP's coming
- Token: Launched the token to market the game. Buyback and burn mechanism from house edge/revenues. Burned $50k in tokens in one transaction, need to hold $GYM to buy the underlying cards
- Traction: $400k in cards paid out, 1500 who has played the game, 8000 battles paid
- Revenue: $43k in 1v1 battles, netting $1-2k per day in revenues
- Nice RWA/GameFi narrative unfolding with PVP Rock/Paper/Scissors style 1 v 1 to win the other players card
- Slight house edge via Gacha to the house as a revenue model
- GTM: PvP element has a strong network effect where players battle onscreen to win each others cards.
🔴 LIVE: GameFi and Solana active wallets up massively | Live Market Updates + Onchain Positioning xitter.cf/i/broadcasts/1nxeLLXVD…
This week on MCG, times in EDT
Subscribe: youtube.com/@MCG_live
Notes: @MCGAlpha
Discord (Limited time access): discord.com/invite/bT2tNqchR…
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
Replying to @MCGAlpha @AskSurplus
clarification:
- Pre revenue, $1-2k in fees on the marketplace today, but not capturing those yet to focus on growth
It's 1-2k in volume, not fees. Fees would be a small percentage of that volume (1-5%) when we enable marketplace fees.















