$CHIP just executed its first $1M buyback, How does the token capture value long term? With @USDai_Official generating $43M in annualized returns and continuing to grow, @0xZergs explains why token value accrual shouldn't be limited to revenue sharing or buybacks Instead, tokens could become a way to attract outside capital and give investors exposure to valuable underlying resources “It has to be something that multiple equity entities want to acquire.” “Has there been a token that successfully captures outside capital in a meaningful way? Bitcoin.”

MCG

@MCGliveJul 14

Today on MCG $CHIP | @usdai_official w/@0xZergs The dollar that builds AI, wherever it forms Highlights from our convo: 00:26 - Founder lore 01:55 - 13 pivots before landing on GPU debt 06:12 - One gigawatt data center = the size of Denver, 20 Vegas spheres in a single site 09:00 - Data centers are the perfect escrow system 16:22 - Deal flow 18:15 - The unfinanceable middle market 19:07 - Private credit is in full retreat. @BlueOwlCapital and @blackstone gated redemptions. 22:57 - "Our company slogans are pessimistic, aggressive, and impatient" 24:56 - 3% amortization + 1% interest monthly = 48% annual paydown 45:14 - "Everything in AI pays down debt. A computer is just loans."

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MCG · Oct 26, 2026 · 1:32 PM UTC

MCG

@MCGlive3h

Why Crypto Traders Need to Take Profits. @DineroDom0 breaks down the reality of 7-fig hell and why crypto traders need to respect their net worth.. When you're constantly watching your portfolio swing, it's easy to become numb to massive gains and losses. But rebuilding wealth outside crypto takes years of earning, saving, and managing expenses “Put some respect on your net worth.” “I urge you guys to take profit.”

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MCG · Oct 26, 2026 · 3:07 AM UTC

MCG

@MCGlive13h

Tomorrow on MCG $CHOP | @ChopLogsApp 📅Monday, 26th October 🕒1:00PM EST 📍Tune in here Stream presented by @fomo and @MetaDAOProject

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MCG · Oct 26, 2026 · 2:43 AM UTC

MCG

@MCGlive13h

Tomorrow on MCG $OVER | @overdotcomputer w/@lililashka 📅Monday, 26th October 🕒12:30PM EST 📍Tune in here Stream presented by @fomo and @MetaDAOProject

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Johnny Fap · Oct 25, 2026 · 7:25 PM UTC

MCG retweeted

Johnny Fap@cryptojohnnyfap21h

Bro pumpfun even steal this posts from @DineroDom0 How much you wanna steal from fomo people

Pump.fun

@Pumpfun22h

how crypto twitter be moving this weekend

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MCG · Oct 25, 2026 · 7:51 PM UTC

MCG

@MCGlive20h

This week on MCG powered by @fomo, @MetaDAOProject, times in ET Monday 10/26 12:30 - $OVER @overdotcomputer w/@lililashka (@backabledotbiz raise) 1:00 - $CHOP @choplogsapp Tuesday 10/27 12:30 - tensorcash:native @tensorcash w/@samjavadi @enrico_otta 1:00 - $ARX @arcium w/@yrschrade Wednesday 10/28 12:30 - $UFG @ufgdefi w/@defidave 1:00 - $AI @longdotxyz w/@natan_benish Thursday 10/29 12:30 - robinhood:0x72be1277e198d0c476869253cb4e62807e14533c @RaetoCC 1:00 - robinhood:0x7163ae1b5aea2f09ebc609c52b4dcac0a7a4bc2d @gagedotcash w/@0xbisbis Friday 10/30 12:30 - $ANYONE @AnyoneFDN w/@0xneuratic 1:00 - robinhood:0xfce34d21a92069100e3226638140706cf03a266e @GldstnOnChain w/@SonofAdam777_ Watch on YT 👉 youtube.com/@MCG_Live MCG Research terminal: mcgsignal.com Learn to LP with @met_lparmy on @MeteoraAG Convert to solana:USDvUSpnhCr9yBgj3UyVrD239HRUv4RsHwH2FxsWuMk w/@solomon_labs, link in bio

🤖 Made with AI

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MCG · Oct 25, 2026 · 11:50 PM UTC

MCG

@MCGlive16h

Please note the $OVER raise for @overdotcomputer will be hosted on @MetaDAOProject not Backable. We will link the active raise page on mcgsignal.com once live. CC @mrinko @lililashka

MCG Signal — Founder interviews on record, with on-chain data

Founder interviews from the MCG broadcast, one page per project per show: the claims, the numbers behind them, and where in the interview each was said.

mcgsignal.com

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MCG · Oct 25, 2026 · 8:58 PM UTC

MCG

@MCGlive19h

Is $PRL(PEARL) Just Proof of Work in Disguise? @HardhatChad from $ORE breaks down the bear case for Pearl Network’s proof of useful work thesis... His main concern is that proving miners performed matrix multiplications doesn’t prove they actually ran useful AI inference. Miners can optimize their hardware to generate mining rewards without doing the same work required by real AI inference providers If mining hardware and inference hardware eventually diverge, the network could end up with a system that looks like useful work but functions much like traditional Proof of Work “A matrix flavoured proof of work is not actually useful. It's not actually AI inference.” “Proof of useful work will devolve into just regular proof of work.”

MCG

@MCGliveSep 30

Today on MCG solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp | @ore w/@HardhatChad ORE runs a Solana mining protocol that produces a scarce digital asset designed as a long-term store of value Highlights include: 00:08 - Mining protocol resurgence context 01:03 - Hardhat Chad Intro 02:31 - Origin story, launched April 2024 02:58 - ORE launch congested Solana 04:24 - Take on proof of useful work 06:19 - Why AI mining and inference will decouple 9:40 - Big AI companies actually mine proof of useful tokens 13:00 - Ore Timeline till now 15:00 - Reserve mechanism, replacing top-blast buybacks 16:34 - 10% of protocol revenue feeds reserve 20:37 - Reserve growth, 1% to 10% rollout 22:28 - Why decentralized buybacks matter 25:13 - Reserve TVL growth 27:29 - New learn/docs section shipped(Next Steps) 28:37 - Governance coming via decision markets 29:38 - Jito SOL for reserve yield 31:40 - solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp token value acquisition 34:00 - Ore X @MetaDAOProject soon?

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MCG · Oct 25, 2026 · 7:33 PM UTC

MCG

@MCGlive21h

How should the market value $ORE as its treasury grows? @HardhatChad sees @ore’s reserve as more than token backing, using deep liquidity and buybacks to support $ORE while preparing for future asset classes The long-term vision is to eventually include tokenized real-world resources like energy and physical commodities, giving $ORE exposure to whatever financial instruments emerge next

MCG

@MCGliveSep 30

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MCG · Oct 25, 2026 · 12:32 PM UTC

MCG

@MCGliveOct 25

$HYDX wants to build beyond crypto with a long-term vision of becoming a consumer-focused financial platform.... The team sees @Hyperdex_app as the foundation for a much bigger product, with its current offerings feeding into a broader financial ecosystem. “We essentially want to become a bank, not a bank, but bank at the end.” “Hyperdex will be powering it.”

MCG

@MCGliveOct 23

Today on MCG $HYDX w/@Hyperdex_app @Hyperdex_app is a unified marketplace for tokenized assets and RWAs across 70+ chains Highlights: 00:21 - Introduction 04:52 - Problem statement, split liquidity, stocks, perps 06:43 - Fix for it, one layer for stocks, perps, swaps 10:28 - Funding rate arb across exchanges 13:21 - Routes to Ondo, Lighter, Hyperliquid, owns no liquidity 14:04 - Unified order book, best price, 20s refresh 20:23 - 17-18M HYDX burned 21:04 - Swap: $1.5M volume, 50+ partners, 10 days live 26:34 - Total volume $2M+, DeFiLlama integration 27:28 - Growth: creators, referrals paid in stablecoins 28:34 - 80% of revenue to buyback and burn 30:42 - Anon team, doxxed to partners, public after beta 31:45 - Past: Convex advisor, small Solana NFT 34:35 - Fees: 10 bps at start, now 2-5 bps 35:40 - Fully circulating, team holds none 37:24 - Vision: consumer bank, TradFi next 38:28 - Four buckets: invest, trade, earn, TradFi

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MCG · Oct 24, 2026 · 9:37 PM UTC

MCG

@MCGliveOct 24

Memecoins have dominated crypto, but could utility coins be gearing up for their next big run? The diminishing returns of memecoins are becoming harder to ignore. After years of meme-driven markets, @DineroDom0 believes utility projects may be approaching a turning point, moving out of stagnation and into a new growth phase... “Right now we see the diminishing returns on meme coins, and inversely, we're going to start seeing increasing returns for utility.” “The diminishing returns of meme coins is something that should be studied.”

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MCG · Oct 24, 2026 · 8:17 PM UTC

MCG

@MCGliveOct 24

.@ArtofConviction shares his take on the current crypto market and why he refuses to make confident short-term predictions... With Bitcoin ranging between $80K and $85K, he believes nobody knows for sure whether the market will break out or move lower Instead of betting everything on one outcome, he's positioned for both scenarios, keeping upside exposure through asymmetric bets while protecting himself against further downside “I'm optimistic about the future, but I have no idea about the short term"

MCG

@MCGliveOct 22

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

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MCG · Oct 24, 2026 · 12:57 PM UTC

MCG

@MCGliveOct 24

The $40M Kimchi story was never real @DineroDom0 and @ChillTRD break down the real story: @Banks made up a complete fake story of meeting him. The clip did hundreds of millions of views, and this guy’s been on a Jenny run ever since “Bring back the crypto made me quit my nine to five and bought my parents a home and now they’re debt-free stories.” “This way of life is vaporous. It is transactional on every level. There’s zero warmth and every aspect of it is manufactured, hollow and empty.”

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MCG · Oct 24, 2026 · 4:31 AM UTC

MCG

@MCGliveOct 24

.@DineroDom0 breaks down the latest $ARX update as @Arcium launches Blackthorn, its private AI inference infrastructure With AI compute and privacy narratives gaining traction, Blackthorn gives Arcium another angle to watch. It aims to run AI models privately with minimal performance overhead, using cryptography to reduce reliance on trusted hardware But Dom says the real catalyst will be adoption, not just the technology.. • Could platforms like Venice offer Blackthorn as a private inference option? • Will integrations drive actual token spend? • Around $44M market cap and $211M FDV, Dom sees $ARX as worth watching in the AI privacy sector. “You can have the best technology in the world, but no one uses it. What's the value?”

Arcium

@ArciumOct 21

Today we're releasing Blackthorn in Private Alpha: The first Private AI inferencing stack that removes the CPU TEE from the trust chain. Blackthorn can load and run any AI model privately with little performance overhead compared to plaintext inference.

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MCG · Oct 24, 2026 · 12:48 AM UTC

MCG

@MCGliveOct 24

Is $SOLO trading at a discount to its underlying treasury value? @DineroDom0 and @mynt_josh break down @solomon_labs Financials’ $5.3M net asset value, treasury holdings, and potential upside as its product gains traction • $5.3M NAV • $100K monthly allowance • ~20% downside to NAV • $11.5M routed volume "SOLO is Growing"

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Castles Δ · Oct 23, 2026 · 11:07 PM UTC

MCG retweeted

Castles Δ

@CastlesTradingOct 23

Really good show today with Dom. He doesnt talk about it much but Dom was a professional trader before he made the move to crypto. One of the most important things especially with onchain is to know when to do nothing.

MCG

@MCGliveOct 23

🔴 LIVE: The State of Social Trading Apps | Who Wins? xitter.cf/i/broadcasts/1PKqrNOLZ…

0:00

MCG

🔴 LIVE: The State of Social Trading Apps | Who Wins?

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MCG · Oct 23, 2026 · 9:23 PM UTC

MCG

@MCGliveOct 23

Today on stream, @DineroDom0 and @mynt_josh break down $CRED and why its fundamentals might be getting overlooked.... With $1.5B in cumulative transaction volume, monthly volume reportedly growing around 70% month over month, and an estimated $4–5M in annualized revenue, Credible is showing strong growth just months after launch They also compare @crediblefin to solana:PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta, highlighting Credible’s lower premium to NAV and its established, revenue generating business model

Credible

@crediblefinOct 19

Our Q3 $CRED ownership coin report is here. We put the numbers, ownership structure, treasury decisions, market performance and valuation analysis in one place. Q3 brought $533.2M in payment volume and a 50.8% increase over Q2. Q3 was a big quarter for Credible, now it’s time to look under the hood🧵

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