MCG LIVE

Exclusive Alpha • Internet Capital Markets
Thursday, August 27, 2026 2026-08-27

Bank of England gets a digital-assets mandate as EZA takes token building to Parliament (no chart)

Kickstart's Ansem hackathon track dangles $25K in ANSEM plus $25K cash; first-ever UK Parliament hackathon lands next week

EZA's Phil and Dom opened the show with two big pieces of news: the Bank of England has finally been handed a mandate to push forward digital assets and stablecoins, and their Kickstart launchpad is hosting the first hackathon ever held at the UK Parliament — just over a week away. Their Ansem hackathon track offers $25,000 in ANSEM plus $25,000 in cash for the best utility token, with novel tokenomics, AI agents and DeFi all welcome, and devs get access to EZA's launchpad infrastructure. Dom stayed honest about the platform's weak spot — too many hackathon winners pushed into tokenizing without founder education, leaving holders misaligned — but the pipeline of builders out of top schools (Waterloo, UBC) remains the draw.

What The Hook: the first MEV bot built inside a Uniswap v4 hook (no chart)

Bulgarian team of seven (White Collar + out-of-range dev) runs an arbitrage hook that captures the slippage spread on swaps atomically and redistributes it — roughly 2% capture rate on $3.35M in arbitrage volume over just 20 days, about $60-62K distributed back to traders and LPs versus the ~$1B/year MEV bots currently extract. Tokenomics showed $1.2M in the LP against a $3.6M FDV with 47% of supply parked out of range for asset managers and VCs, and a new partnership with Hooker (Nodar) brings a custom executor. Host take: cautiously optimistic — free revenue for launchpads is a no-brainer, but 47% supply control with anonymous devs is the watch item.

RatSpeak: offline mesh-network protocol up 52x

RatSpeak's chart on screen — a 52x from ~$100K to $5.8M
RatSpeak's chart on screen — a 52x from ~$100K to $5.8M

Founder dude.eth (Kyber and Aave alum, 200 deployed Helium hotspots) builds an encrypted mesh over LoRa/Bluetooth/TCP — offline messaging, offline transactions, even agent-native micropayments in the X402 mold. The Base token launched via Banker Bot a few months back, initially without his knowledge; he holds roughly 5% of supply and fees fund the network. The chart went from ~$100K to a $5.8M high — a 52x — and the host pulled it up on screen as one to keep watching.

Scopel turns limit orders into liquidity positions that pay you

Scopel's v2 demo shared on screen
Scopel's v2 demo shared on screen

Simon's platform compresses a Uniswap v3 LP position into a single-asset range so a fill behaves like a CEX limit order — zero slippage, zero fees, and you earn LP fees while waiting. Ten days in: $78K executed volume, 212 fills, 18 traders, 1,300+ orders placed, and the v2 permissionless API (third-party apps keep 75% of fees, Scopel takes 25%) is due next week. Team holds no tokens — launched on PumpFun with the dev wallet burned — and 50% of protocol fees buy back the token. Simon screen-shared the v2 demo live.

Markets: Solana rips 5%+ while AI memes ladder off Nvidia

Host's macro charts at the open — BTC, ETH, SOL
Host's macro charts at the open — BTC, ETH, SOL

Bitcoin +2% on the day with buyers in control, Ethereum the laggard at +0.8%, and Solana up 5.4% to $107 — the host's 'ten months up' thesis after ten months of red candles. Hyperliquid grinds at all-time highs and LIGHTER looks even better. The AI tape is the story: a Robinhood National Dog Day tweet that soft-shilled the AI token (comments, not dogs) plus monster Nvidia guidance lit the ladder — AI from 40M toward its 52-65M high, with AGI paired against AI as the quote token (LP ~$369K, $200K AGI / $170K AI) after a 355K Discord call.

On-chain roundup: Fletcher bearish, Net Net the casino, Longbow ahead of itself

Fletcher's wild U-shape chart on screen
Fletcher's wild U-shape chart on screen

Fletcher/Collector Crypt bottomed near $9-10K, re-ran above $300K, but the team went quiet Aug 3-23 and came back chasing RWA and AI metas with an NFT mint — pump-and-dump vibes, per Dom. Net Net carries a $5.2M Treasury of USD and RWAs (largest on-chain Nvidia holder at ~$1M) against a ~$5.2M circulating cap after a $50-to-$1,200 run, with tokenized-equity casino games where the Treasury is counterparty. UP, the Abstract-chain AMM interviewed yesterday, front-ran the MCG appearance and keeps grinding at ~$4.4M, while Longbow ran 300K → 5.5M after an MCG mention — the host faded it at 300K and is kicking himself, calling the TVL 'ahead of itself'.

STOCK's V-shape, Hooker TA, and Prologue's fables volume

Prologue's chart and DeFi Llama readout
Prologue's chart and DeFi Llama readout

STOCK is the host's V-shape bag — a ~$20M print now sitting at 17M with 60% buybacks/burns, $52K burned yesterday, $100K+ daily revenue and a ~1.62 price-to-share; his couple-hundred-SOL entry is now multiple hundreds of Solanas. HOOKER's first bid zone is ~4.5M into the low-4s with a flush risk toward 3M — plus optionality as Hooker pairs with v4-hook builders like WTH. Nothing Wolf faded at 300K then ran to 6.7M and is pulling back near 3.1M ('FUD for entry'), Delta gets interesting sub-8.5M, and Prologue (ink team; ticker as-transcribed: fables) shows 673K TVL with $2.11M daily DEX volume and ~$3.5K in fees earned at only ~10 days old.

Closing wrap: Meteora's $140K day, Cards' cash cow, stonkfun pairings

Meteora fee stats on screen
Meteora fee stats on screen

Meteora printed $140K/day in revenue as of Aug 26 — the highest since July 15, nearly $30M annualized — as volume returns to Solana. Cards' weekly print is fading with users down to ~600-700/day, but it remains a cash cow after $9M in July and $11-12M gross profit. On stonkfun, the SV151 bedrock pairing pumped off launch while pairings like SPARKIES/Tesla ($840K volume), GTA SIX ($818K) and TREES ($481K) show the casino economics. Closer: 17K followers (15K two days ago), ~2,045 live viewers.