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Adding $GLXY here.
Sold 40% at $24 on 10 Year rising, have bought most of it back and then some on top.
Great video by @m0xt_
milkroad.com/podcast/galaxy-…
Josh retweeted
Full @Enter_Elysium @Kinetiq_xyz w/@0xOmnia segment live on YouTube. $HYPE $KNTQ
Projects mentioned: $MONTRA, $ELO, $POCKET, $HI
60% of MCG's discovery on YT is from recommended. Like, Subscribe, Notifications fuels the algo on YouTube.
Watch: youtube.com/watch?v=oh-PMIoV…
Josh retweeted
🎬 @Jito co-founder & CEO, (Lucas Bruder) gives few reasons on why @solana hasn't had a breakout perps.
Host: what is your take on why solana hasn't had a breakout native purpose exchange and how do you plan to change that with JTX? - @mynt_josh
"I think there's two reasons, one is somewhat of a technical reason so if we look at @HyperliquidX, they 've had insane success and HyperLiquid is a perps first L1 so hypercore is just like all about perps where solana is more like a general blockchain."
"I think the other part is i guess the BD side of things, it's like going to market, it's really hard and the cold start problem with the perp dex is really hard so i think @PhoenixTrade has been doing pretty well recently. there's a few others that are coming out as well so i think there's gonna be a lot more shots on goal coming up." - @buffalu__
Sleepy market, $MORI ICO'd faded off to bellow FDV at raise.
Than the market caught on that this is a legit options contender, live product, A+ founder, $1.7 Million options volume in first month.
Liking how @MetaDAOProject is bringing these to market at low FDV's and allowing price discovery.
Let's go @morifinance_ @pavankat
Great launch @morifinance_, I DLMM'd the chart at $700k $MORI
Today on MCG
$MORI | @morifinance_ w/@pavankat (@MetaDAOProject Raise)
Mori Finance builds onchain covered-call strategies that let users earn traditional-finance yields, and is currently raising for its $MORI token on MetaDAO
Highlights include:
01:34 – Dems won’t go after crypto
02:09 – If AI nukes, money rotates to BTC then alts
04:22 – RWA volume rises even if stocks fall
05:53 – Founder's Background, education company sold for $750M
07:25 – Bought DAI at 85 cents, became a top Compound user
08:17 – Options since 2020: the start of Mori
09:22 – Why raise on MetaDAO and not from VCs
11:25 – OTC desk behind it, liquidity is never a problem
12:49 – Competition: Derive is on EVM, Mori is native
15:19 – D-OTC desk: request options on any token
17:29 – Options are a better product than perps
18:06 – Perps: wrong once and you’re liquidated. Options: wrong 20 times
19:45 – LPs are natural options traders
21:12 – Hyperliquid trader added collateral until down millions
22:39 – Revenue: 12% of premium
24:08 – Traction: $1.7M volume last month
24:19 – Hired outreach: a few traders could 10x volume
27:12 – KOL trade example: Grass options
28:53 – Raise: $250K at $645K FDV
29:09 – Tokenomics explained
30:45 - What is the use of Funds(Raise)
33:35 - More info about the Raise
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Josh retweeted
Today on MCG
$KNTQ | @Kinetiq_xyz w/@0xOmnia
Kinetiq builds core infrastructure for the Hyperliquid ecosystem (including the kHYPE liquid staking protocol, Marketsxyz trading platform, and the high-performance Elysium L2), and it’s @Enter_Elysium project.
Key Highlights:
00:41 – Elysium launch, already over $450M in volume
01:46 – What Kinetiq is, ~90% of HYPE liquid staking
02:28 – Elysium, the first L2 that doesn’t drain its host chain
04:33 – What Elysium fixes that HyperEVM didn’t
07:18 – HyperEVM gas spiked to $100 when Elon tweeted
09:00 – The secret sauce, plugging into Hyperliquid’s security
09:41 – Hyperliquid prices as the oracle, no Chainlink needed
11:04 – On-chain options that hedge themselves on Hyperliquid
13:09 – Why Ethereum L2s are parasitic and Elysium isn’t
15:14 – USDC bridged to Elysium pays Hyperliquid
16:15 – Launch numbers, 21M transactions and 714K accounts
17:37 – $320M of the volume came from Uniswap
19:04 – KNTQ tokenomics, 50% of sequencer fees buy and burn
20:05 – Explorer is Etherscan meets DexScreener
23:11 – Ecosystem shoutouts, Uniswap, Aerodrome, Ascend, Nest
25:14 – Tokenized stocks arrive on Elysium
27:39 – Staking bridged HYPE for extra yield
28:40 – WTH hook captures arbitrage and protects traders
30:02 – Closing, Elysium is ready for your craziest ideas
Josh retweeted
Appreciate the invite and great conversation with @MCGlive!
We covered a lot, but the core vision is simple:
We're building @AscendLaunch to become the launchpad and growth engine for the Elysium ecosystem.
Our focus is on bringing quality projects, real users, and long-term value to the ecosystem.
We're still early. Lots more to come 🫡
Today on MCG
$KNTQ $HYPE | @AscendLaunch w/@CryptoTomYT and @analyzationz (@Enter_Elysium ECO)
Ascend (@AscendLaunch) is a token launchpad for the Elysium ecosystem (Kinetiq’s high-speed Layer 2 on Hyperliquid)
Highlights include:
00:25 – Meet the Ascend founders, Tommy and Analyze
01:25 – How they met, from a trading group to a launchpad
02:28 – Started on HyperEVM, then Elysium was announced
03:08 – No launchpad token, KNTQ is their protocol token
04:08 – Token catalyst pipeline, how projects level up
05:09 – Strategic partner status gets 8% of Ascend revenue
06:16 – Top projects, Pocket Perps, Hyperflow
09:20 – Why build on Elysium instead of Robinhood Chain
10:46 – Getting HYPE whales to use DeFi on chain
11:47 – Core thesis, from $HYPE buybacks to KNTQ buybacks
14:13 – Why on-chain needs a wealth effect to take off
16:38 – HyperIntelligence, an AI inference marketplace
19:07 – Good projects are waiting for a better market
20:09 – The Ascend vs Mantra drama on @fomo
23:35 – Both teams say they can coexist
26:42 – What’s next, NFTs and boosted staking yield
28:25 – Points program, farm Ascended points to earn KNTQ
29:26 – Closing
Let me know who we should talk to next week 👇
Hit 750 project interviews.
Streamed 20 months straight, not one day off during US Market hours.
44 Million impressions.
What teams should we have on next week? Tag in replies.
Project
Tag dev
Ticker
1 line thesis on traction
Presented by @fomo, @MetaDAOProject, @MeteoraAG, @solomon_labs
Josh retweeted
Shout out MCG & @mynt_josh for having us, was a great chat!
Tomorrow on MCG
$KNTQ, $HYPE | @AscendLaunch w/@CryptoTomYT
📅13th November, Friday
🕛1:00PM EST
📍Tune in here
Stream presented by @fomo and @MetaDAOProject
In a DLMM on $MAX collecting 700% APR
Provide liquidity w/@MeteoraAG
This quoted post is unavailable.
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Will be doing more equities setups with onchain segments on MCG.
"Equities are another ecosystem for on-chain traders."
With equities outperforming crypto over the past year, @ChillTRD sees tokenization as an opportunity to expand beyond traditional crypto markets
He's now looking at stocks and RWAs as another ecosystem to trade, using onchain platforms to access both crypto and traditional financial assets
Don't limit your opportunities to crypto when onchain access to equities is expanding.
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Josh retweeted
Yesterday Robinhood amplified our friends at Mosh, who built on Pons.
Today Robinhood amplified our friends at Longbow, who built on Pons.
Robinhood is a team that cares about its ecosystem and the projects being built on it. One thing to remember is that they are a massive financial institution and can't cut corners on compliance.
As users of Robinhood Chain, we need to appreciate that they do things by the book.
But don't let this post overshadow what our friends at @longbowlend are building with agents and Stock Tokens. Congrats on the new release, and thank you for building on Pons!
$GLXY 's Oct 30 short interest report is out, and it shows 33.2M shares short.
That's down 4% from 34.6M on Oct 15, or about 17.5% of float, and days to cover 4.0
SQUEEZE THE SHORTS
Josh retweeted
Ngl @MCGlive is probably the most +EV show in crypto for a retail audience.
There is more useful information in the first 20 minutes of an MCG stream then the last year of anything people like threadguy put out.
Seeing an increasing amount of doomerism on the timeline surrounding crypto and the culture. The simple truth is that this is a product of a bear market.
Maybe it’s cliché, but green candles make crypto cool again. Crypto’s not lame because the people involved are losers and scum (although true)… crypto is lame because the market sucks.
Every headline about crypto is either some major hack, robbery, or a suit who missed the entire run going on CNBC to gloat about the underperformance crypto has experienced.
People got involved in crypto when it was massively outperforming the rest of the market. That simply hasn’t been the case. With equities, commodities, AI, Peptides, and everything other than crypto going up only since 2023, retail has no interest.
To reinforce this point, look at the small pockets of crypto that have actually outperformed like $HYPE and $ZEC. The excitement and dialogue surrounding these has been electric.
Once some of the gains and the allure of the new shiny primitives in tradfi dissipate, and crypto starts moving up again, suddenly, people are gonna think it’s the greatest things since sliced bread.
Until then, we chew glass and cope about being crypto bro’s, but our time is coming my friend.