dot.chat: accountless private AI, paying out in burns (no chart)
Alain (tech lead; founder Stag and CTO Percival round out the team of three, no funding) walked through dot.chat's privacy stack: no account, no email, zero identity graph, a 'smart privacy layer' that strips personal data out of prompts before a frontier model sees it and reconstructs it after. Two months in, the platform claims 5,000+ daily free users, $10K MRR and roughly $20-25K in cumulative revenue, with 106 paying pro subscribers across its tiers. Its 27 models price 10-18% below Venice, users who pay for inference in DOT drive a token burn ('that's what brought the token burn so much'), and a Robinhood MCP now sits inside the privacy boundary so agents can trade without the LLM logging the account. Staking is promised 'soon' by the founder; open-source releases on Hugging Face include a ~14B model (as-transcribed 'Dot Reflex').
PageMarkets: selling the page, not the impression (no chart)
Jay — 20 years in marketing, five in crypto, bankrolled by a $65K music-blog sale taken half in BTC — is tokenizing ad slots themselves: every space on a page becomes an NFT with an EIP-6551 token-bound account that can be bought, rented or edited, priced by the market with a 1.4x ladder on each resale. The original demo page tokenized all 165 of its elements, with above-the-fold slots running to thousands of dollars; the token carries roughly a $5M cap and about $20K of platform volume so far. The next act is pagemarkets.com, a one-script-tag product that lets any site owner sell page regions, targeting crypto publishers first and then names like CoinDesk. Jay is candid that the token is 'essentially a speculative vehicle' and won't commit to buy-back-and-burn until adoption comes first — Josh's takeaway: the business model is real, but he wants clearer token alignment.
UV Labs' BUN: bundling that doesn't extract (no chart)
Justin — who managed risk for close to $10B in DeFi AUM in 2021 and ran Reaper.farm — built MOSH on top of the PONS launchpad: an atomic bundle that goes straight into a locked vault with no withdrawal function, where AI agents trade with a net-long bias instead of dumping. The BUN (BundleCat) launch had agents snipe 72-73% of supply, permanently locked in what he calls 'value-accretive agentic trading': it shot to $20M in minutes, sits at about a $15M floating FDV with only ~$4.3M (roughly 20% of supply) in the wild, and the agents now manage a $10-11M book whose accumulation keeps ratcheting the floor up. The team made its principal back in under a minute and public launches open on MOSH.trade in 'a week or two.' Josh's read: at $4M circulating, BUN could be $40M 'if the tech works' — and his FOMO thesis is that AI and BundleCat are married. 'It's the era of plumbers,' Justin grinned. 'Plumbers are winning the cycle.'
MCG takes its trades public: the $3K challenge (no chart)
The trio is now fully on FOMO — Josh as mint_Josh, Chill as chillTRD, Dom's portfolio live for anyone to copy — and Josh is running the experiment he says the platform is for: a public $3K-to-$300K challenge, started at $3,000 after two failed attempts to begin at $400. He is currently 100% in conviction names and half-regrets it: when CRIME popped mid-show he couldn't chase it on FOMO without selling a bag. Dom's disclosed entries show the team's edge — DELTA averaging in around a $600K cap (probably sub-$500K), HOOKER at ~$400K, MU his second-largest bag — and the chat supplied its own receipts (Elitemo: $400 to $14K in a couple of weeks). The Discord, MCG Collective, stays support-gated for now with a public side promised soon.
The long.xyz eco breathes: AI pulls back, SPACEHOOD holds (no chart)
With AI — the platform's flagship and 'the Bitcoin of the tokenized-stock narrative,' featured by MCG at $200K and now around $200M — in a pullback, Josh took the 'full eco' tour and came back bullish on the movers that actually reacted to AI's run. SPACEHOOD ran the hardest: from what looked like a $1.6M top it connected again to $12M, and he'd be interested sub-$4M with ~$5M 'not a bad DCA.' MOO is his other structural hold, with a bid zone around $11-12M and new all-time highs expected. The segment also produced a live on-chain bust: chat's touted 'AP — the first token on long.xyz' failed the DD. Josh pulled Nate's 14-hour-old reminder (verify the CA on the app; long labels are being stripped from assets not launched via RUI), searched the platform and found AP isn't on it at all. 'You'll owe the blockchain money if you buy that,' he said, and deleted it. 'I'm glad we did the DD.'
ICON: the Apple pair the Discord beat Leftcurve to
ICON, a meme paired against Apple stock, is this week's flex for the MCG Collective: the Discord called it before Leftcurve's first scan at a $6.9M cap. Josh likes the setup because there hasn't been an Apple-paired runner yet — 'ICON, iPhone, iPad, I coin' — and the community reports a strong team and heavy content output behind it. 'I think that one heads higher,' he said.
Utility OGs DELTA and HOOKER keep running
The two 'utility' names from MCG's earlier interviews — DELTA, which the show featured at a $600K cap, and HOOKER, whose founder built the underlying one-transaction zaps tech — are both working. DELTA's Wednesday buy zone with Domini, marked sub-$14M, played out hard ('it went to X from that the other day,' per Josh), and HOOKER, where Josh set his limits at the $8M area on Wednesday, traded near $30M today. Dom's average on DELTA is sub-$600K; his HOOKER entry was around $400K.
ZAPS and V4: cheap beta on the hooks stack (no chart)
Josh flagged two 'low-hanging-fruit' ways to play the HOOKER run without buying the leader: ZAPS — the founder's one-transaction zaps tech repurposed for AI agents, which 'literally moves along with Hooker' while still lagging just under price discovery — and V4, a v4-hooks platform token that migrated from Ethereum mainnet to the Robinhood chain within the last few days and has the Uniswap team's head-nod. Josh disclosed positions in both on FOMO. 'Adoption of v4 hooks is so early,' he said. 'Anyone building meaningfully in this space has the highest chance.'
Stock-pair PVP: CRIME, MEME and the CINEMA play
The meme-vs-stock meta produced its own civil war. CRIME, paired with tokenized DJT, was called in the Discord at a $93-100K cap and sat around $1.1M mid-stream — with the chat flagging that the World Liberty Fi founder (as-transcribed) appears to be the number-one holder; Josh caught most of the sub-$100K-to-$1M move but says he's kicking himself for not aping it on FOMO. On the AMC side, MEME (the 118x coin, now ~$3.8M after a 78% drawdown) is being challenged by CINEMA — the 'absolute cinema' meme that pumped $500K to $7M and is now compressing. Asked to pick, Josh prefers CINEMA: 'We're watching drama off a theater, on a meme coin paired with a theater stock. The memetics are too good.' His playbook for the sector: run the meme, then rotate into the long on the actual stock as meme volume lifts it.