Onchain trader | Streaming on @MCGlive
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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 👉 piped.video/@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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Robinhood Chain will be fine.
This felt more like an Arbitrum event with a Robinhood stamp on it than a true RHC event. Very different from the World is Flat event. I'll hold my opinion until they run their own event.
Think about it from their side. Robinhood thinks in months/quarters like any traditional company. Onchain thinks in days/weeks. That gap makes the community feel left behind.
We have to think about things in context. We went from 0 to a top 5 chain in months, with more runners than every other chain over the last year COMBINED.
Now we're a month-ish into a steep pullback after 3 months of up only. What else did we expect?
A pullback was needed.
Needed a wash out of the froth.
When they all lose hope, run it back.
I can see why people are concerned. Real support is coming. A matter of when, not if.
I'm willing to be the last bull standing on this.
Very uninspiring Robinhood presentation
- didn’t show up at their event
- don’t support teams because they’re “lean” a.k.a. no resources for robinhood crypto
- corporate presentation only focused on numbers
Bearish
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Mastering onchain positioning is one of the more important skills to fine-tune.
A Bull or Bear label isn't enough to know when to be aggressive and when to slow down. Adjusting to market conditions is how you make AND KEEP profits.
Mini cycles exist within the Bull/Bear macro cycle. The pendulum swings between risk-on and risk-off. This is where positioning comes in:
• Risk-on: Offensive
Macro (Bitcoin + majors) turns bullish. Runners spawn every day, and trading gets easier. Even subpar setups get bailed out.
More risk, more active trading/trenching, and longer sessions get rewarded. The deeper you get, the more you take profit.
• Risk-off: Defensive
Macro turns bearish. Sell-offs intensify and tokens drop 70-90% from ATH.
Staying fully exposed means giving your gains back. Less trading/trenching, low screen time, hypercritical asset selection, and capital preservation get rewarded. The deeper you get, the more you DCA projects at a 70-90% discount and watch for the flip back to risk-on.
Timing these isn't easy (especially risk-off). That's why DCAing in and out matters so much.
This picture summarizes the most important discussion we've had on @MCGlive.
There's making money and keeping it. Positioning is the difference.
.@ChillTRD revisits his risk-on/risk-off framework and explains how it helped him avoid 90% of his losses during this month...
Even in a bull market, not every period is worth trading aggressively.
In risk-on conditions, new pairs and emerging narratives can offer opportunities. In risk-off conditions, chasing them can lead to unnecessary losses
Chill is currently focusing on tokens down 90% from teams that have been building for months and continue to deliver, while staying cautious with new trades
“Just cause you're in a bull market doesn't mean you just go all in on everything.”
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Today on MCG, presented by @fomo, @MetaDAOProject
1:00 $HYDX @Hyperdex_app
1:30 Trader Radio w/@DineroDom0, @mynt_josh
Follow us on fomo:
Josh: fomo.family/profile/mynt_jos…
Dom: fomo.family/profile/DineroDo…
Watch on piped.video/@mcg_live
Alpha on mcgsignal.com
DLMM w/@met_lparmy
Convert to $USDv w/@solomon_labs
🔴 LIVE: The State of Social Trading Apps | Who Wins? nitter.siddz.com/i/broadcasts/1PKqrNOLZ…
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Mercenary capital is everywhere.
The next leg onchain will reward anyone who can buy into real products/businesses/thesis.
- Is the setup unique?
- Can the tech scale? (TAM, distribution)
- Do the numbers check out? (Users, Revenue)
- Is there token value capture? (BBB, real utility)
It's about to get very noisy as we go deeper into what will likely be a bullish Q4.
Asking these questions can help you filter out the garbage. For all of our interviews on @MCGlive, we ask these questions.
Everything is recorded, categorized, and laid out for you on mcgsignal.com, one of the best places to do onchain research and deep dives.
Ask questions.
Do your research.
Avoid the landmines.
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This is probably one of the most important topics discussed on @MCGlive.
There is the larger bull/bear cycle that plays out over a few years. We also have smaller risk on/risk off windows onchain that play out over weeks/months at a time.
The biggest adjustment I’ve made is developing a framework to identify what kind of market we are in. Macro Bull or Bear? Micro Risk-on or Risk-off? Then, use that framework to adjust my trading activity based on market conditions.
Less of a reactionary to a more proactive approach (i.e. taking chips off the table early even if it means missing runners, positioning during risk-off in anticipation of reversal even if it means being underwater).
There's making money and keeping it.
Mastering the game within the game (or the cycle within the cycle) is the key difference between the two.
[ Full breakdown below ]
.@ChillTRD breaks down how to identify crypto’s risk-on and risk-off cycles and adjust your strategy before the market turns....
His framework :
• Crab market: Bitcoin chops sideways, sentiment weakens and opportunities dry up
• Breakout: Bitcoin gains momentum, confidence returns and new opportunities emerge
• Abundance: Onchain activity surges, creating opportunities across perps, new chains, AI and token launches
These cycles also repeat on shorter timeframes, even during bull markets
His risk-management strategy is straightforward, increase exposure in weeks 1–6, rotate and take profits in weeks 6–8, then reduce risk after week 8
Watch the full clip below to better understand his risk-management strategy 👇
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Context
.@ChillTRD revisits his risk-on/risk-off framework and explains how it helped him avoid 90% of his losses during this month...
Even in a bull market, not every period is worth trading aggressively.
In risk-on conditions, new pairs and emerging narratives can offer opportunities. In risk-off conditions, chasing them can lead to unnecessary losses
Chill is currently focusing on tokens down 90% from teams that have been building for months and continue to deliver, while staying cautious with new trades
“Just cause you're in a bull market doesn't mean you just go all in on everything.”
380
.@ChillTRD revisits his risk-on/risk-off framework and explains how it helped him avoid 90% of his losses during this month...
Even in a bull market, not every period is worth trading aggressively.
In risk-on conditions, new pairs and emerging narratives can offer opportunities. In risk-off conditions, chasing them can lead to unnecessary losses
Chill is currently focusing on tokens down 90% from teams that have been building for months and continue to deliver, while staying cautious with new trades
“Just cause you're in a bull market doesn't mean you just go all in on everything.”
.@ChillTRD breaks down how to identify crypto’s risk-on and risk-off cycles and adjust your strategy before the market turns....
His framework :
• Crab market: Bitcoin chops sideways, sentiment weakens and opportunities dry up
• Breakout: Bitcoin gains momentum, confidence returns and new opportunities emerge
• Abundance: Onchain activity surges, creating opportunities across perps, new chains, AI and token launches
These cycles also repeat on shorter timeframes, even during bull markets
His risk-management strategy is straightforward, increase exposure in weeks 1–6, rotate and take profits in weeks 6–8, then reduce risk after week 8
Watch the full clip below to better understand his risk-management strategy 👇
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Just by putting on MCG while you trade, you can stay ahead of the crowd.
Just like we did with RHC in June.
Just like we did with Longdotxyz in July.
Just like we did with StonkFun in August.
Just like we did with V4 Hooks in Aug/Sept.
Discover narratives/ecosystems early and be positioned by the time everyone catches on. We are about to do it again. Just 3 hours of ACTUAL alpha each day makes a difference.
Tune in M-F 12-3pm EST to hear the sauce.
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