Exclusive Alpha, Actionable Insights, M-F 12:00 ET | presented by @fomo @MeteoraAG @MetaDAOProject By @ChillTRD, @mynt_josh and @DineroDom0 - bookings
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Today on MCG presented by @fomo, @MetaDAOProject
12:30 - $OVER @overdotcomputer w/@lililashka (@MetaDAOProject Curated Launch)
1:00 - $CHOP @choplogsapp
Follow us on fomo:
Josh: fomo.family/profile/mynt_jos…
Dom: fomo.family/profile/DineroDo…
Watch on youtube.com/@mcg_live
Alpha on mcgsignal.com
DLMM w/@met_lparmy
Convert to $USDv w/@solomon_labs (Link in bio)
🔴 LIVE: Time To Log Off? | AI Fears, Debt Market Shutdown, Anthropic IPO xitter.cf/i/broadcasts/1DxLdZzgD…
Tomorrow on MCG
$MANCER | @MancerXYZ w/@MichaelHirsch
📅Tuesday, 27th October
🕛1:30PM EST
📍Tune in here
Stream powered by @fomo and @MetaDAOProject
Tomorrow on MCG
$TSC | @Tensorcash w/ @samjavadi, @enrico_otta
📅Tuesday, 27th October
🕛12:30PM EST
📍Tune in here
Stream powered by @fomo and @MetaDAOProject
FrankDeGods Is Shorting $CHIP Despite Its Bullish Fundamentals.
While $CHIP is up 30% on the day, @frankdegods was reportedly shorting the token ahead of the latest news.
CHIP still looks attractive at roughly a $111M market cap, given its estimated $50M annualized revenue and growing AI compute demand
“There's nothing bearish about CHIP right now, I think, the way I'm seeing it.”
“It's $111 million market cap, still very cheap, considering they're probably doing $50 million annualised right now easily.”
“Hey, maybe he's just trying to fade off the pump for a quick little trade.”
$ANT’s financials could change the narrative around the entire AI infrastructure trade...
@DineroDom0 and @mynt_josh break down Anthropic’s latest numbers, including $16.28B in first-half 2026 revenue and a 5.2x increase in revenue per dollar of compute
As @AnthropicAI generates more revenue from its compute spending, fears around unsustainable AI costs may be overblown. This could mean stronger demand for infrastructure providers like $GLXY and @CoreWeave as AI companies continue expanding their compute capacity
“Revenue per dollar of compute is up 5.2X.”
“This ain't even done yet. This is early innings.”
$OVER is leveraging the @MetaDAOProject community as a core part of its go to market strategy.
By giving the community a chance to co-own the platform, @overdotcomputer aims to turn traders into stakeholders who are invested in its success.
The team is also tapping into 30 angel investors, UGC campaigns, and referral partnerships that reward partners for bringing in funded traders
Rather than relying solely on awareness campaigns, $OVER is prioritizing referrals as a way to convert users into paying customers and align incentives across the ecosystem....
We're excited to announce that @overdotcomputer will be the next curated raise on October 29th.
Raise page: metadao.fi/companies/over-co…
$OVER is betting on the future of onchain prop trading and AI agents...
@lililashka breaks down the platform’s revenue model and why it expects to compete with established on-chain prop firms
With comparable platforms reportedly reaching a $19M annualized revenue run rate within their first four to five months, @overdotcomputer sees significant potential in its first year.
“We’re opening both the trading and house sides to agents, and expect agent-related revenue to contribute at least half of our total revenue in year one.”
“Agent trading is the future.”
Today on MCG
$OVER | @overdotcomputer w/@lililashka
Overdotcomputer is an on-chain prop firm for tokenized stocks and crypto where traders pay per day instead of upfront
Highlights include:
01:07 – Lili’s background
03:02 – Prop trading explained
03:34 – Pivot: first product was wrong
04:26 – CAC math behind the pivot
05:54 – Fix: pay per day
06:11 – Die early cheaper, payout rises over time
07:45 – Plan to open up the house
08:44 – How a challenge works
10:26 – First 7 days cost ~60% of an instant prop
12:07 – GTM: @MetaDAOProject co-ownership
15:12 – $19M run rate benchmark
16:20 – Agents and inference markup
19:54 – Raise: sub-$1M FDV
20:51 – Raise range $250 - 350K
21:32 – Use of funds
22:23 – Investors: Komorebi Collective
24:14 – Profits back to treasury
27:03 – Competitors
30:35 - Metadao launch on Thursday
31:18 - Closing takes
$CHOP is potentially partnering with @BankrBot to automatically create volatility farming pools for new token launches...
Since a token's launch is often its most volatile phase, @ChopLogsApp aims to capture arbitrage fees from the moment a token goes live.
The integration would let Bankr launches activate a pool automatically, creating a new revenue stream for projects and helping them grow their treasuries from day one.
“Bankr launches get an automatic chart pool when they launch.”
Today on MCG
$CHOP | @ChopLogsApp
Chop enables volatility farming on any asset on Robinhood Chain, generate yield and earn on chart chops
Highlights:
01:17 - Launched via @bankrbot
03:43 - Volatility farming: wrap token, pair in new pool
04:22 - Fees: 1% wrap, 0.5% trade, charged to arb bots
05:04 - Robinhood only, @RamsesExchange and @SushiSwap next
07:10 - Wrapping: 15% of fees burn it, yield compounds
08:38 - Arb bots trade any gap over 2%, ~5 active
11:58 - Bankr pool $20 - 30K, TVL over $100K, 20 days old
12:59 - LPs earn 1.5% vs 0.3% regular
13:46 - Wrapped CHOP up 4.5% in 20 days
14:41 - @GldstnOnChain pool, $8K, 20% APR
16:16 - Team 25% (15% vested), 10% incentives
17:13 - 85% of fees buy back CHOP (Tokenomics)
19:39 - Goal: 15% of supply distributed in a year
24:15 - Auto pool for every Bankr launch(ALPHA)
25:45 - Closing Takes
How does $CHOP generate yield from market volatility?
Volatility farming uses arbitrage opportunities created when prices diverge across liquidity pools. @ChopLogsApp wraps tokens into a separate version and pairs them with assets like ETH or USDG on Uniswap. When prices move, arbitrage bots trade to close the gap, generating fees through the protocol’s 1% wrapping fee and 0.5% trading fee
As long as trading volume creates arbitrage opportunities, the protocol has a potential source of recurring revenue
“There's always going to be arbitrage gaps and that's going to cause yield.”
Today on MCG
$CHOP | @ChopLogsApp
Chop enables volatility farming on any asset on Robinhood Chain, generate yield and earn on chart chops
Highlights:
01:17 - Launched via @bankrbot
03:43 - Volatility farming: wrap token, pair in new pool
04:22 - Fees: 1% wrap, 0.5% trade, charged to arb bots
05:04 - Robinhood only, @RamsesExchange and @SushiSwap next
07:10 - Wrapping: 15% of fees burn it, yield compounds
08:38 - Arb bots trade any gap over 2%, ~5 active
11:58 - Bankr pool $20 - 30K, TVL over $100K, 20 days old
12:59 - LPs earn 1.5% vs 0.3% regular
13:46 - Wrapped CHOP up 4.5% in 20 days
14:41 - @GldstnOnChain pool, $8K, 20% APR
16:16 - Team 25% (15% vested), 10% incentives
17:13 - 85% of fees buy back CHOP (Tokenomics)
19:39 - Goal: 15% of supply distributed in a year
24:15 - Auto pool for every Bankr launch(ALPHA)
25:45 - Closing Takes
Today on MCG
$CHOP | @ChopLogsApp
Chop enables volatility farming on any asset on Robinhood Chain, generate yield and earn on chart chops
Highlights:
01:17 - Launched via @bankrbot
03:43 - Volatility farming: wrap token, pair in new pool
04:22 - Fees: 1% wrap, 0.5% trade, charged to arb bots
05:04 - Robinhood only, @RamsesExchange and @SushiSwap next
07:10 - Wrapping: 15% of fees burn it, yield compounds
08:38 - Arb bots trade any gap over 2%, ~5 active
11:58 - Bankr pool $20 - 30K, TVL over $100K, 20 days old
12:59 - LPs earn 1.5% vs 0.3% regular
13:46 - Wrapped CHOP up 4.5% in 20 days
14:41 - @GldstnOnChain pool, $8K, 20% APR
16:16 - Team 25% (15% vested), 10% incentives
17:13 - 85% of fees buy back CHOP (Tokenomics)
19:39 - Goal: 15% of supply distributed in a year
24:15 - Auto pool for every Bankr launch(ALPHA)
25:45 - Closing Takes
MCG retweeted
Gotta give credit to @MCGlive. One of the best crypto podcasts out there.
Bullish or bearish, these guys consistently cover the most interesting builders and trends in the space.
No weekly mood swings, uninformed macro takes, or endless debates about whether crypto is dead.
Just real insights, great builder interviews, and thoughtful, level-headed analysis.
A breath of fresh air in crypto media.
Today on MCG
$OVER | @overdotcomputer w/@lililashka
Overdotcomputer is an on-chain prop firm for tokenized stocks and crypto where traders pay per day instead of upfront
Highlights include:
01:07 – Lili’s background
03:02 – Prop trading explained
03:34 – Pivot: first product was wrong
04:26 – CAC math behind the pivot
05:54 – Fix: pay per day
06:11 – Die early cheaper, payout rises over time
07:45 – Plan to open up the house
08:44 – How a challenge works
10:26 – First 7 days cost ~60% of an instant prop
12:07 – GTM: @MetaDAOProject co-ownership
15:12 – $19M run rate benchmark
16:20 – Agents and inference markup
19:54 – Raise: sub-$1M FDV
20:51 – Raise range $250 - 350K
21:32 – Use of funds
22:23 – Investors: Komorebi Collective
24:14 – Profits back to treasury
27:03 – Competitors
30:35 - Metadao launch on Thursday
31:18 - Closing takes
.@DineroDom0 and @mynt_josh react to @elonmusk's warning that debt markets are shutting off funding for AI data center companies...
With borrowing costs rising, companies heavily reliant on debt to build AI data centers are facing growing pressure, especially those without diversified revenue streams. As financing becomes harder to secure, some could face bankruptcy or forced consolidation.
“He basically is going to bet that some of these neoclouds will go bankrupt. He'll pick up their energy contracts maybe on the cheap.”
“You're kind of peak bear here when Elon tweets it out at this point.”
“There'll be some that get wiped out for sure. We'll get consolidated.”
Trending on mcgsignal.com
1. robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c @Hookrfun
2. robinhood:0xaa5751ff3fb61e613993b2eb4eab1fce017081fc @Hyperdex_app
3. robinhood:0x89b76dcdda801f2e456765742c64950eb2a0c93c @Borromarkets
955 Traders accessed Signal this week. Add a Signal page to your website mcgsignal.com/link
🔴 LIVE: Time To Log Off? | AI Fears, Debt Market Shutdown, Anthropic IPO xitter.cf/i/broadcasts/1DxLdZzgD…
$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.”
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."
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.”
Tomorrow on MCG
$CHOP | @ChopLogsApp
📅Monday, 26th October
🕒1:00PM EST
📍Tune in here
Stream presented by @fomo and @MetaDAOProject
