Coffee with Captain: Onchain Markets, Products, and Builders

Bitcoin and NFT markets set a quick backdrop as the crew checked floors and recent brand moments like Pudgy Penguins’ Sphere spotlight. The core of the episode focused on a poll about what will bring the next five million people into digital collectibles, with a clear takeaway that “cheaper floor price” is not the unlock. Instead, they argued adoption will come from perks, access, and real utility that makes ownership feel rewarding, especially for long-term supporters. The conversation broadened into incentive design, warning that points, multipliers, and fee discounts can drive noisy behavior if they are not tied to genuin...

Loki joins Coffee with Captain as a Friday co host to trace NFTs from the wild 2021 mint days to the more grounded collector market of 2025. Together they challenge the "NFTs are dying" narrative, comparing projects like Doodles and the way digital art now shows up at Art Basel Miami to longer term collectibles such as Pokémon cards and Jordan rookies. The crew walks through how leading collections now create real value through airdrops, defined community roles, access to deals and new tooling like TokenWorks instead of relying on floor price promises. They dig into what the next wave o...

Markets opened red across majors, setting up a broader conversation about rotation and which teams are still building meaningfully in a difficult environment. That context framed the main guest segment where Austin from Neuko joined live from Solana Breakpoint to explain how Neuko’s infrastructure layer and G*Boy’s character-driven brand work together as a long-term onchain OS. He detailed the badge experiment, the in-person ARG activations, and why forcing real commitment creates a more authentic CRM layer than typical mint cycles. The discussion connected G*Boy, Rekt, and Hyperliquid as examples of teams maintaining momentum despite market soft...

Doopies mint day on Solana anchored the show as Cap and the crew asked who besides existing Doodles holders would actually show up to mint. They broke down how OGs and Dooplicators are treated, how the allowlist and supply might work, and the hinted role of the DOOD token, but kept returning to how unclear the overall plan still feels. A big chunk of the conversation questioned Doodles long term direction, praising BT’s art but asking how years of capital and collabs have not turned into a simple story or obvious value for holders. This led into a br...

Doopies mint day on Solana anchored the show as Cap and the crew asked who besides existing Doodles holders would actually show up to mint. They broke down how OGs and Dooplicators are treated, how the allowlist and supply might work, and the hinted role of the DOOD token, but kept returning to how unclear the overall plan still feels. A big chunk of the conversation questioned Doodles long term direction, praising BT’s art but asking how years of capital and collabs have not turned into a simple story or obvious value for holders. This led into a br...

Art Basel turned into a live case study for digital art’s coming-of-age as Cap recapped Beeple’s Regular Animals installation, the Zero One Ten hall, and Jack Butcher’s physical–digital receipts that stopped crowds in their tracks. The crew zoomed out on what on-chain art actually solves, from provenance and certificates of authenticity to how high-net-worth collectors might eventually move serious capital on more transparent rails. They contrasted artist-led experimentation at Basel with NFT brands still replaying the 2021 playbook, using Doodles’ new Solana mint and secondary collections as examples of what does and does not feel like real progr...

Cap’s live-from-Miami breakdown centered on Art Basel’s turning point for digital art, with Beeple’s surreal installations, XCopy’s Bubbles drop, and Jack Butcher’s interactive mint illustrating how onchain work finally felt integrated into the broader art world. The crew dug into why this year’s Basel attracted real attention beyond crypto circles and how experiential pieces functioned as “POAP 2.0” with far better onboarding. They explored the reality of event design in Miami, using traffic, timing, and venue choices to explain why some activations thrive while others fall flat. The conversation expanded into whether NFT-only conferences still make sense...

Bitcoin’s “we are so back” moment framed the show as Cap revisited his bottom call and why this still looks like a mid-cycle structure. The crew walked through Art Basel’s digital art presence, from Beeple’s museum style displays to NFTs earning a more serious cultural lane. They broke down Jack Butcher’s Basel receipts and Xcopy’s Bubbles mint, focusing on mint mechanics, collector strategy, and what might become true cycle artifacts. In the second half, Roham, CEO of Dapper Labs and cofounder of Flow Blockchain, joined to talk Flow’s renewed push into consumer crypto and where it fit...

Bitcoin served as a quick market check before the conversation shifted into a deep examination of the Invest America program and the OneDell contribution, raising questions about stimulus design, middle-class pressure and long-term wealth outcomes. Flow’s ecosystem pivot and tomorrow’s interview with Roham emerged as the key forward-looking storyline for builders heading into the next cycle. The crew also covered key brand moments including Rekt’s collaboration with Superior Beverage Group, Moonbirds redemption concerns, Pudgy’s NHL partnership and Jack Butcher’s Basel mint.

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Cap revisits his Bitcoin thesis, tying ETF flows, state-level interest and DC policy chatter to a long-term macro view. The crew digs into how the Ape ecosystem and Otherside show up at Art Basel and what real progress for digital art would actually look like. Cap shares that Steve is leaving Coffee with Captain to take a marketing leadership role at OpenSea. He explains that Steve will oversee communications, help shape rewards and loyalty products, and guide the brand’s social presence. The show closes on how NFT brands budget in a risk-off market and how AI tools could so...

The crew opened with a detailed breakdown of Monad’s TGE, its idle float problem and how MegaETH’s prepared ecosystem offers a sharper path to real yield. Market drawdowns, high-FDV unlock pressure and the fatigue around points farming shaped the broader conversation about user incentives. They dug into liquidity, smarter LP models and why better infrastructure still needs time to mature. The back half of the show shifted to Joey, Insight and Cameron as they unveiled the Chimpers × ApeChain × Otherside trading card collaboration and its plans for retail expansion. The segment highlighted distribution strategy, rewards design and how the ac...

Monad dominated the conversation as the crew broke down TGE float dynamics, early pricing, and how real yield strategies compare to simple spot positioning. They explored Steakhouse Financial vaults, onchain loops and why so much Monad remains idle instead of earning. Chimpers’ new ApeChain × Otherside trading cards sparked a broader discussion on retail expansion and user experience. MegaEth’s revenue surge led to comparisons across L1s and stablecoin rails like USDM and Ethena. The show wrapped with pool math, market positioning, and a light pre-Thanksgiving cooldown.

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The conversation centered on early-cycle opportunities across Monad and MegaEth, with Cap outlining how pre-deposits, stable farms and presale positioning shape realistic paths to profit without overexposure. Joey, Strategy and Business Operations at Chimpers, joined to break down how the team thinks about distribution, brand equity and why their retail strategy and dojo treasury design go far beyond typical Web3 merch drops. Cap connected that thinking back into Otherside, pointing listeners to the future Chimpers dojo region and the pockets of collectors already building gravity around specific deeds. The show also touched on prediction markets, Magic Eden’s Monad mi...

Monad’s mainnet and TGE dominated today’s conversation, with Cap breaking down what users should expect from launch day, eligibility, and early gas mechanics. The crew compared Monad’s promised throughput to real-time performance and discussed how its portal, dApps, and UI stack up to Abstract and other emerging ecosystems. They explored how to position responsibly across Monad, MegaETH, and broader L1/L2 incentives without chasing unrealistic airdrop expectations. Listener questions helped clarify bridging paths, early swaps, and what “making a little money” actually looks like in today’s market.

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Cap opens the show by breaking down the market pullback and highlighting how quickly sentiment swings when everything turns red. Adam (KeepFischin) and Oxxy jump in early to dissect Blast’s distorted farming incentives and explain how those dynamics shaped behavior during its TGE. Their discussion shifts into why MegaETH’s environment is structurally stronger and better aligned for builders and users. Together they also walk through how stablecoins are audited, how reserves are validated and why MUSD’s design positions it as a real onchain revenue engine. The segment becomes a deep look at market psychology, chain mechanics and th...

Cap spends a later part of the episode unpacking the Pudgy takeover on Capitol Hill and why the lawmakers involved signal something more coordinated than a meme. The crew explains how lobbying actually works and uses his right to repair experience to show how slow and deliberate policy shifts can shape digital asset regulation. Cap also gets into AI and Tesla robotics and how those tech narratives overlap with crypto and market sentiment. A smaller section of the conversation looks at social club culture like coffee shop raves, saunas, and wellness communities and how that shift away from nightlife...

Cap revisits the 2021 Bitcoin cycle to explain how market timing shaped NFT behavior and why people often misremember when the last bull actually peaked. A stressful home inspection becomes a lesson in sunk costs and staying disciplined even after committing money. The show shifts into how difficult it can be to explain crypto in 2025 as new assumptions about the space create friction in conversations outside the ecosystem. The back half dives into stablecoin economics, proof of reserves and why chains like MegaEth launch native stables to keep yield and incentives inside their own ecosystem. The crew reviews emerging MegaEth...

Nearly an hour of cold open chaos sets the tone as Cloudflare outages take X offline and force the show into full improvisation on YouTube and Abstract. Cap breaks down an Instagram hair filter mishap that sparks a new Taxi Cap Confessions bit and sets up future middle aged men hair care segments with Joey. Once the markets come into focus, the crew explains how a whale dump and IMF margin calls triggered the REKT liquidation cascade and why the chart bounced back quickly. Broader market reflections follow as Cap talks through majors, non majors and why ApeCoin and...

Cap opens with a light market check before diving into Tesla’s evolving FSD landscape and what continued innovation could mean for everyday drivers. Bandor and Ace Cross join the show to share how their luxury jewelry brand and upcoming animated series blend Web3 culture with high-end craftsmanship. The conversation highlights their approach to ApeCoin payments, multi-audience storytelling and why entertainment may be the strongest onboarding funnel. Later, Cap breaks down OSF’s trading buckets to explore how to stay grounded as markets wobble and sentiment swings. Things close with a look at the “May I meet you” viral moment a...

Cap opened the Friday show with a check-in on a bloody market, digging into liquidations, fear and greed, and what real capitulation looks like. The conversation shifted to Otherside as James joined to share updates on the Nexus, weekend events, and why the team is leaning deeper into live programming. Jonah then jumped on to demo LiveFrame and break down how AI-driven clipping and smarter multistream distribution can level up creator discovery. The group also explored why tools like this matter for mid-sized creators and how CwC could expand to Twitch and Zora.

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Otherside Nexus launch day became a full walkthrough of why the new cinematic intro, early gameplay, and social feel landed so strongly with the community. Players who jumped in shared reactions to the swamp, Metropolis, Bathroom Blitz, and the Shop that let them buy ApeChain NFTs directly inside the world. The group compared Roblox style creator limits with what onchain ownership could unlock once vibe coding and the ODK open up for land holders. Amazon’s role surfaced repeatedly as listeners debated distribution, builder recruitment, and how large this effort could become. The show closed with the sense that Ne...

Cap opened Tuesday’s show with a quick market check before shifting into a community-led discussion on how recent mints are communicating value. Speakers compared Wallchain, Quackheads, and House of Pranksy, highlighting why clarity builds trust when buyers want to know exactly what they’re getting. The group then examined Moonbirds’ new merch drop and agreed that communication, not quality, drove most of the criticism. Conversation later turned to Otherside’s upcoming Nexus hub and the growing curiosity around Kodas as Yuga’s world expands. Special guest Sergito, CEO of Meebits, joined to unveil the Meebits x Curio AI Plush “Viz...

The show opened with the Wallchain mint price, as the community unpacked why it drew so much attention and whether expensive mints still signal genuine conviction. Listeners compared it to earlier examples like Kaito and debated how perceived value and visibility shape participation. Discussion then moved to Moonbirds’ new merch drop, using it as an example of visible execution that could re-engage holders but noting that unclear communication diluted the effort. The episode wrapped with a live Chimpers Q&A, where the team leaned into story, animation, and building long-term connection with their community.

Duration: 02:28:11

Cap opened Monday’s show by recapping the weekend’s blow-up around “ICO Beast” and how quickly narratives can take off in crypto. What started as a critique of airdrop farmers turned into a deeper look at MegaETH’s reward system, builder alignment, and the meaning of voluntary conviction. The group debated whether token locks strengthen belief or just simulate it, weighing the risks of speculation versus genuine contribution. Conversation widened into the culture of participation itself and how crypto is learning to value quality over quantity. Multiple community members joined to add texture and perspective, turning a social-media argument i...

Cap opened Thursday’s show with a brief update on Coffee with Captain’s upcoming Zora rollout, clarifying that its creator coin is only a platform feature and carries no financial value. The main conversation centered on MegaETH as both a model and a debate point, highlighting why many see it as one of the most credible on-chain experiments while also examining what potential bearish views might miss or get right. Cap and the community used the project to unpack builder incentives, oracle accuracy, and how verifiable participation differs from hype-driven activity. The group then explored the balance between priv...

The crew explored how crypto reaches real users through practical payment systems and better wallet design. They broke down how simple, trusted purchase flows could do more for adoption than any hype cycle. The conversation moved into what actually belongs on-chain in gaming, why full decentralization is not always the answer, and how ownership fits naturally into gameplay. The show closed with a discussion on token incentives, emphasizing that strong products create sustainable demand, not the other way around.

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Cap hosted a solo show with strong community participation, starting with a check on market sentiment and how traders are navigating navigating fear in the current cycle. Early discussion focused on Moonbirds’ move into streetwear and celebrity partnerships, leading into a broader debate about how NFT brands grow and what truly benefits holders. Bread from MegaETH joined mid-show to discuss the project’s transparent TGE process and how its contributor-focused model is setting a new builder standard. The conversation later turned to Claynosaurz as an example of story-driven execution that continues to strengthen its IP even in slower markets.
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Cap hosted with special guest cohost Jack, breaking down the tension between market conviction and caution as traders wait for a clear narrative shift. They explored how internet capital markets, RWAs, and real-world infrastructure are redefining where value forms onchain, connecting themes like real estate tokenization and institutional ownership. Cap spotlighted MegaETH as a platform he’s increasingly leaning into while debating why brand coins like REKT remain the only true working example in the category. The pair also touched on how gaming infrastructure and DePIN could become massive opportunities, from scaling server costs to creating open digital economies. Th...

Cap hosted with special guest cohost Proof of Alpha Dgen and a handful of regular callers. The show opened with a grounded talk on real estate, covering rising mortgage rates, creative financing, and how macro pressure shapes personal decisions. From there, the group shifted into market discussion, comparing recent chop to past bear stretches and reflecting on conviction through quiet periods. The conversation later turned to Abstract and streaming, where multiple creators shared firsthand challenges with discovery, integrations, and audience crossover. Cap tied it all together by exploring whether newer blockchains like Base and MegaETH can capture builder energy...

Cap hosted a solo Friday show centered on Amazon working with Yuga Labs around Otherside. He dug into why Amazon-scale distribution could matter more than headlines, including how cloud access and easy setups might onboard players who don’t own high-end rigs. The chat explored what this means for onchain gaming, ownership, and the balance between big-platform control and open ecosystems. There was steady community back-and-forth throughout as listeners reacted to the news and its near-term implications. The show wrapped with an open mic Friday segment as a few regulars shared their own projects.

Duration: 01:38:50

Cap opened the show solo with market updates, noting a dip in $SOL, chatter around ETF filings, and speculation about a potential Hyperliquid ETF. He broke down MegaETH’s post-TGE Season 1 model, highlighting how its reward structure prioritizes authentic community participation through cultural artifacts and verifiable contribution scoring. The discussion then shifted into a deep dive on NEUKO, an emerging AI-driven project that’s captured Web3’s attention with its cryptic rollout, puzzle-based engagement, and fast-growing community ecosystem. Listeners compared NEUKO’s early hype cycle to MegaETH’s structured reward design, debating whether its mystery-first approach can translate into sustainabl...

Cap hosted a lively community-driven show that dug into what it really takes to attract and keep builders in Web3, using MegaETH’s pre-launch strategy and Monad’s claim rollout as contrasting examples. The discussion expanded into the broader question of loyalty versus rewards, with MetaMask’s Season 1 serving as a test case for whether points programs truly foster lasting engagement or just repackage user acquisition. The conversation wrapped with a deep dive into Solana’s headline week, covering Western Union’s stablecoin launch, new ETF inflows, and infrastructure advances that together signal how fast the network’s real-world footprint is...

Cap and Steve opened the week dissecting a sluggish October market, pointing to liquidations and fading liquidity while eyeing catalysts like Monad and MegaETH that could reignite momentum. A quick Solana ETF reference framed the shift into an extended discussion on NFTs, exploring why PFP incentives often misalign with Crypto Twitter culture, how capital inefficiency holds projects back, and where sustainable value should accrue between tokens and NFTs. Broadcasting from Boston, Steve also shared he’s speaking at Harvard Law School today.

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Duration: 01:56:28

Cap and Steve recapped ApeFest Vegas in full, diving into Yuga’s most polished event yet and what it revealed about the future of the BAYC ecosystem. They covered the major announcements including Yuga’s new partnership with Amazon and the animated series being developed alongside Machi, while also sharing firsthand stories from AREA15 and Otherside IRL. The crew reflected on how this year’s ApeFest struck the perfect balance between spectacle and connection, celebrating moments like Tboe’s poker tournament victory and the growing sense of maturity within the Ape community.

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Steve hosted with Joey as special cohost for a Friday show that blended culture, markets, and perspective. They kicked off with ApeFest Vegas talk, touching on the city’s rising prices, what actually makes Vegas fun, and how events can balance community and cost. The conversation then turned to the massive size gap between U.S. stock ETFs and crypto ETFs, how institutions approach long-term exposure, and why conviction still matters for the next cycle. They also highlighted new A16z data showing crypto adoption continuing to grow globally, especially in emerging markets, even as “Crypto Twitter” itself feels stagna...

Cap kicked off the show with Bread, diving into MegaETH’s upcoming token sale, its pre-market valuation near $5B FDV, and how allocations reward genuine ecosystem participation. The pair explored how MegaETH is cultivating a builder-driven ecosystem, citing examples like Showdown, Noise, and the Fluffle collectible drop before Bread signed off. The conversation then shifted to Claynosaurz with Andrew and Cab, where the team revealed the HEEBOO platform, a new storytelling launchpad connecting creators, fans, and capital to fund original worlds and reshape how stories come to life. They explained how this move marks Claynosaurz’s biggest creative swing yet...

Cap opened the show with thoughts on how prediction markets are quickly outpacing traditional sportsbooks, giving traders faster and more transparent pricing. The crew then dove into ApeFest merch, community excitement, and the ongoing speculation around a BAYC “Miami clubhouse.” Later, Baron Von Hustle joined for a full ApeFest Vegas preview, sharing stories about the Mike Tyson mansion party, the Sunday poker tournament, and why he’s most excited about “meeting more and more awesome Web3 people each year.” The show closed with analysis of Coinbase’s Echo acquisition and MegaETH’s upcoming token sale, including talk of the English-auctio...

Cap held down a solo short show while Steve traveled, kicking things off with a quick market rundown before diving into the day’s top headlines. He hit on Coinbase’s $375M acquisition of Echo, the sharp drop in OpenSea Farm activity, and the growing anticipation around ApeFest. The back half of the show centered on Bored Ape Yacht Club’s new Miami “Clubhouse” and merch drop, sparking a lively community discussion about how the brand balances exclusivity with approachability as ApeFest Vegas approaches.

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Cap and Steve opened with OpenSea’s newly revealed tokenomics, questioning whether sending half the supply back to the community will create lasting engagement or short-term dumping. The conversation then shifted to AWS outages and MetaMask downtime, which exposed how much Web3 still depends on centralized infrastructure. Bleu and Fitzy argued for true decentralization as the only way forward, while Cap and Steve countered that pragmatism matters more than purity, especially when nearly every app still runs on AWS. The debate eventually expanded into music and creative parallels, showing how even “independent” systems rely on the platforms they claim to rep...

Markets opened the week under pressure as renewed U.S.–China trade friction and global risk-off sentiment dragged prices lower. Political uncertainty and tightening liquidity have shaken investor confidence, leaving traders on edge. Conversation then turned to OpenSea’s new loyalty program, which sparked debate over whether it truly rewards long-term users or simply created confusion around “plus EV” expectations. The hosts cautioned against farming behaviors, encouraging organic participation instead, and closed with how quickly one headline could still flip crypto’s mood overnight.

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Cap and Steve broke down OpenSea’s new rewards program, praising its focus on long-term loyalty while calling out how unclear messaging created confusion across the NFT space. They explored what the rollout says about the maturity of collectors and how marketplaces can rebuild trust after years of points-driven incentives. Later in the show, they discussed leadership and storytelling through the lens of Abstract Chain, highlighting why consistent communication and a recognizable voice remain key to project growth in Web3.

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Monad dominated the first hour with a deep look at claim mechanics, allocation optics, and the fairness debate between VC and community shares. The crew unpacked eligibility criteria and anti-Sybil tradeoffs, asking where the line sits between real users and pure farmers, and why some legitimate wallets still feel overlooked. A mid-show segment broke down CZ, Binance, and what actually moves projects toward a token listing in 2025, including why timing often lags community expectations. OpenSea Treasure Chests surfaced as a separate claim-season catalyst with its own progress locks and opening timeline.

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Cap and Steve opened with a quick note that the Monad airdrop claim begins today, reminding everyone to double-check official links and stay alert for scams. The conversation quickly shifted to market discipline, focusing on how planning ahead, taking profits, and maintaining conviction can help traders navigate volatility. Later, Ty and Chris Guyot from Good Vibes Club joined to explain how their $VIBESTR token and badge system reward positive participation while strengthening community alignment. They broke down how strategy tokens can tie collector behavior to long-term sustainability, offering a refreshing model for NFT growth. The show closed with reflections...

Friday’s $20B crypto crash set the tone for the day as Cap and Steve unpacked theories of a coordinated attack centered on Binance. They explored how exchange transparency can turn into a market vulnerability and why hype-driven NFT announcements are losing their impact. The conversation later shifted to Spencer’s clash with Good Vibes Club, using it as a lesson in communication and leadership across Web3 communities. The show wrapped with reminders to stay patient and opportunistic amid fear-driven markets.

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Cap and Steve break down the early success of Vibestr, the latest NFT-linked token to gain traction thanks to its revamped on-chain mechanics and buy-and-burn loop. The discussion expands into the growing wave of brand coins such as DOOD, REKT, and the upcoming BIRB, exploring whether these project-backed tokens will bring genuine utility or just spark short-lived hype. They also react to the Moonbirds team’s BIRB token buildup and question if the announcement cycle is getting ahead of substance as NFT brands race to find meaningful ways to integrate fungible tokens into their ecosystems.

Duration: 02:12:49

The episode opens with a look at brand building in Web3, highlighting how teams can communicate clearly, maintain trust, and build sustainable value beyond floor prices. The crew discusses royalties, community engagement, and how strong storytelling can separate lasting brands from short-term projects. Around the halfway point, VeeFriends President Andy Krainak and Community Lead Jeremy join to share details on the new Privy-powered wallet, explaining how it helps users move from exchanges into self-custody and how Rarible integration removes friction for first-time NFT buyers. The show wraps with quick thoughts on Doodles/IP and what effective onboarding looks like...

The episode opens with a breakdown of crypto credit cards, exploring how reward systems like Gemini and Coinbase One are evolving and what users should consider before relying on them for everyday spending. Discussion then shifts to TokenWorks’ expanding NFTStrategy ecosystem and how upcoming launches could reshape NFT market behavior through perpetual buybacks and trading incentives. Midway through, Makaveli from Other Games joins to preview an ApeChain × Solana crossover gaming event inside the Otherside that aims to bring both communities together. The show wraps with a sharp look at MetaMask’s new rewards rollout, why users are frustrated with its l...

Cap and Steve explore what it really means to own an NFT, questioning whether exclusivity still exists in collections that operate more like open markets. Their discussion on scarcity, purpose, and long-term value leads to a broader look at how thoughtful design and intent can make ownership feel meaningful rather than speculative. The conversation closes with guest Serpin, founder of Ethos, who explains how on-chain reputation systems, moderation frameworks, and community-driven accountability could redefine trust in Web3.

Special Guest:

Cap and Steve opened with a look at market momentum, noting Bitcoin’s approach toward price discovery and Cap’s conviction that Solana could outperform majors through Q4 as ETF speculation builds. They then shifted to the growing fatigue around NFT farming and reward loops, arguing that OpenSea and Blur’s incentives have fueled short-term activity instead of lasting community value. The conversation focused on how Web3 loyalty programs should evolve, spotlighting examples like Project RAID, MetaMask, Linea, and Flow as steps toward rewarding real participation rather than pre-TGE volume. A few technical issues made this a shorter episode, but th...

Cap admitted he briefly considered selling all his NFTs. He said he has no conviction in price action right now, which set off a wider conversation about market fatigue, fragmented liquidity, and the harm caused by incentivized bidding models. The hosts criticized OpenSea for essentially copying Blur’s farming system “packaged a little prettier,” calling it a net negative that accelerates floor price decline. In the closing stretch, Steve reflected on his long history supporting Doodles and explained why negative experiences with the community have led him to stop posting about the project, despite still liking the art. He stress...

Cap and Steve celebrate Coffee with Captain’s 1000th episode with a special community show filled with gratitude, reflection, and live giveaways. The hosts looked back on the journey to 1,000 mornings of conversation while thanking the listeners and community who made it possible. To mark the milestone, partners including Death.fun, ENS, OpenPage, Polygon, Flow, ApeCoin, Beezie, and Awaken joined in to provide giveaways and prizes, making the day a true celebration of Web3 and community spirit.

Giveaways from:

Markets saw a small bounce, with Cap and Steve stressing the importance of staying balanced so you don’t overinvest and trade emotionally. They noted this cycle feels more boring than 2021, as liquidity pools, perp DEXes, and yield farming dominate in ways that mostly benefit whales over broad NFT excitement. Abstract faced more criticism for failing to reward streamers, while Pump.fun continued to gain traction with creators like Laura Shin making the move. The hosts also debated whether OpenSea lootboxes are truly +EV, questioning their unclear terms, possible role in the $SEA drop, and how historical volume might in...

As Q4 begins, the crew debates whether Uptober’s reputation for strong markets is already preprogrammed or if sideways action will linger, pointing to September’s dip against a 70% rally over the past 90 days. The conversation shifts toward NFTs, where events, farming campaigns, and club-style memberships are fueling engagement more than floor prices alone. Community activations add energy with live plays of death.fun, a 1000th-show badge claim, and teases of upcoming token launches, while the episode closes with a reminder that accountability and constructive feedback are not the same as FUD.

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Steve kicks off the week by announcing Coffee with Captain’s new partnership with Death.fun, before diving into the weekend surge around Hypurr NFTs and the Hyperliquid leaderboard reset that hints at a new season and another airdrop. Jill from Espresso joins to explain how her team is building the base layer for rollups to enable secure finality, cross-chain composability, and Ethereum compatibility, with the goal of making integrated L2s feel like one chain. Cap and Steve also discuss OpenSea farming tradeoffs, onboarding lessons from the MetaMask era, and the psychology of traders riding perps hot streaks. Duration: 02:02:32

Aster’s marketing push has it surging in mindshare, yet Hyperliquid remains the volume leader, setting up a debate on perception versus performance in the perps market. The hosts revisit Abstract Chain sentiment, noting frustrations with its marketing cadence and community approach, before turning to InfoFi leaderboards and how points farming has evolved into a cultural sport across chains. Conversation touches briefly on Moonbirds’ leaderboard rollout and token speculation tied to Singapore, then shifts to ApeChain’s tactful promotion strategy. The show wraps with Rekt Drinks’ growth from sparkling water to functional beverages after surpassing 1 million units sold in its firs...

Steve holds down the show solo, opening with red markets and mixed NFT sentiment before digging into heated discourse around Luca Netz and Abstract. He praises Luca’s track record with Pudgy Penguins but questions the timing of unverified Warner Brothers rumors. Steve critiques Abstract’s ineffective marketing and questions whether the project can hold attention outside its core community. The conversation expands into lessons from Blur’s token incentives and skepticism over inflated Korea Blockchain Week claims. The episode closes with an interview featuring PPman and SimpleFarmer, who break down Project RAID, a new ApeChain initiative designed to push A...

Beezie’s new partnership with OpenSea brings claw machine pulls into the marketplace’s rewards program with voucher NFTs redeemable for Pokémon slabs, Labubus, sealed grails, and more. The conversation also highlights Rekt Drinks as a scrappy onchain growth story and Aster’s surge in perpetual trading volume as attention shifts toward its DeFi ecosystem. Additional discussion touches on Moonbirds at Korea Blockchain Week, Hyperliquid’s momentum as a top perps exchange, and how Abstract’s uncertain path is shaping sentiment around Pudgy $PENGU.

Special Guest Cohost:

Steve is joined by Big Nill for a wide-ranging conversation on where crypto adoption is heading. They point to ETFs and eventual retirement allocations as long-term structural drivers while unpacking the surge of points, XP, and airdrops that define the current speculation cycle. The discussion explores the future of collectibles, with stories from major card conferences and the growth of Courtyard showing how digital-first ownership and tokenized assets are becoming mainstream. From kids preferring digital twins to physical toys to the generational shift in how value is displayed, they highlight why collectibles are winning in today’s market. Closing th...

With Cap on vacation, Steve is joined by Grateful Ape for a wide-ranging episode that tracks sharp pullbacks across crypto markets, weekend community events in Otherside and the steady traction of InfoFi leaderboards. The conversation explores token farming strategies across Hyperliquid, Katana, Turtle and Meteora, with insights on how seasoned farmers position for upcoming airdrops. Later in the show, Steve highlights the Rekt Drinks Moon Crush launch and points to the Web2 fundamentals like customer support and communication that continue to separate winners from the pack in Web3.

Special Guest Cohost:

The conversation centers on the arrival of airdrop season as MetaMask confirms its token and speculation grows around Abstract, OpenSea, Base, and even a potential Yuga drop at ApeFest. Cap and Steve highlight how billions in liquidity could cycle through Q4 and Q1, sparking debate over whether NFTs will benefit or be overshadowed. Listeners also weigh in on Abstract XP fatigue, pointing out how endless point incentives risk burnout without clear outcomes. The show spotlights the launch of Moon Crush, a new Rekt Drinks collaboration with Moonpay that rewards buyers with DRANK points and multiplier boosts for...

The conversation dives into TokenWorks’ NFTStrategy, a perpetual token model where NFT collections can launch their own strategy token that accumulates floor NFTs, relists them at a markup, and burns supply in a continuous loop. The hosts also highlight Pudgy Penguins breaking into traditional finance visibility with $PENGU featured in Bullish’s Q2 earnings report, underscoring Luca Netz’s push to position Pudgys as the strongest Web3 IP brand. Alongside these themes, Cap and Steve discuss practical ChatGPT workflows, voice versus dictate usage, Apple’s lag in AI innovation, and preview the day’s broader market movers including potential Fed rate c...

Cap and Steve weigh the Fed’s upcoming rate decision with Polymarket odds before turning to mounting fatigue around Abstract XP and how Pump.fun’s multimillion-dollar streamer payouts are pulling energy away from Abstract’s stalled push. The conversation highlights Proof of Play’s arcade traction with over a million credits sold and questions whether a Base token could drain liquidity from rival chains. In the Daily Market Update, they examine OpenSea farm volume on Base, and the episode closes with Duca from Awaken Tax explaining why deterministic engines beat AI for tax logic while showing how his team lev...

The episode opens with a heated debate over OpenSea’s new rewards system, with Cap calling the chest mechanics negative-EV loot boxes while Steve defends the gamified design and argues it should be judged once boxes open at Day 30. The hosts stress the near-impossible balance of rewarding both historic and current users. They then turn to speculation around a potential Base token drop and who Coinbase might choose to reward, from long-time exchange customers to onchain Base activity. The conversation also covers Polygon’s expanding roster of consumer dapps and breaking news of Google teaming with Coinbase and AmEx on c...

Moonbirds shattered records with a $1.7M primary sale of 68,000 physical collectibles on Solana, the highest-grossing RWA drop in the chain’s history. Cap and Steve examined what this surge means for collectibles and token speculation before welcoming Yurii, cofounder of WallChain, who explained how the AttentionFi ecosystem rewards authentic influence through tools like the X Score and Quacks. The episode closed with discussion of Pump.fun’s creator coin momentum, the timing of a potential CwC brand coin launch, and quick NFT market updates.

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Cap and Steve explored the latest developments in Web3 collectibles and token speculation, spotlighting Moonbirds’ new Collector Crypt drop and how physical items could reenergize the brand alongside potential token plans. They also examined Pump.fun’s momentum as creator coins linked to streaming gain traction, discussing whether these fee-sharing models can evolve beyond short-term hype and become sustainable tools for creators.

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The episode opens with reflections on 9/11 and the importance of disagreeing without being disagreeable before diving into Abstract Chain’s ongoing struggle to define its purpose. Cap and Steve debated whether Abstract can move past promos, badges, and gambling-heavy dapps to establish a lasting consumer-facing identity, with some optimism around its streaming and tipping model but skepticism about sustainability. They also broke down practical DeFi yield strategies across Turtle, Kaito, Hyperliquid, and Katana. The conversation contrasted short-term farming loops with real builders like Polymarket and Billions.

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Cap and Steve debated ApeChain’s “one $APE equals BAYC membership” narrative, calling it a dangerous dilution of the brand. They also highlighted early LPing strategies on Meteora and the latest buzz around Solana and Project RAID. The episode closed with a sponsored interview from Runwago, a move-to-earn app that turns running challenges into real rewards through pooled incentives, revenue-share tokens, and future AR integrations.

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Markets churned as the crew debated whether alt season has truly arrived with BTC still chopping near $112k. A major portion of the discussion centered on OpenSea’s long-delayed TGE, where some praised the phased approach that ties rewards to actual usage and seeds reserves with assets like a CryptoPunk, while others criticized the constant delays as typical of OpenSea’s slow execution. The episode also broke down the recent NPM hack that briefly swapped wallet approvals to attacker addresses, underscoring how fragile Web3 infrastructure remains and why mainstream adoption is still hampered by basic security risks.

Prediction markets are pulling users and liquidity away from traditional sportsbooks, setting the stage for a wider conversation on how peer-to-peer platforms change the betting landscape. The discussion also spotlights Billy Bets’ new automation tools that link with Kalshi accounts, along with the risks of chasing high-yield DeFi pump pools while markets stay quiet ahead of the Fed’s September 17 meeting. The episode closes with SimpleFarmer and PPman introducing Project Raid, an ApeChain initiative designed to expand ApeCoin’s reach through Solana integrations, established protocol partnerships, and 19 coordinated launch deployments aimed at boosting onchain adoption.

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Cap reacts to Yuga’s HV-MTL acquisition and the surprise 200% surge that followed, weighing whether billionaire ownership can revive the game’s stalled momentum. The conversation shifts to Pudgy Penguins and their expanding ecosystem, with Pudgy Party drawing attention for its seamless onboarding, rarity-driven economy, and early NFT sales. Special guest Mario from Case.fun joins to introduce their case-opening platform that rewards users with tokens, NFTs, airdrops, and CS2 skins. The platform also funnels liquidity into onchain dapps, making Web3 activity more engaging. The show wraps with macro talk around the looming September 17 Fed rate cut, with CME pric...

Polymarket’s newly granted CFTC approval marks a milestone that brings crypto prediction markets fully into the U.S. and solidifies its breakout status on Polygon. Cap and Steve compare notes on token farming strategies and Steve’s latest DeFi moves, while Cap questions whether OpenSea’s delayed airdrop and XP farming mechanics will frustrate more users than it rewards. The show closes with discussion of PUNKS Comic and MetaHero IP being handed to Chris Wahl and Josh Blaylock under Post Punk Productions, sparking debate on whether the brand can rebound after Pixel Vault’s downfall and GFunk’s alleged mi...

Cap and Steve dive into the rise of Pump.fun streaming tokens, breaking down how creators earn revenue when fans buy and sell their coins and what that means for the future of online engagement. They also push back on calls for OpenSea to rush a token launch, highlighting why timing and execution matter. The centerpiece of the episode is a feature interview with the Web3 Playboys team, who preview their upcoming drop and outline their vision for the project while discussing how they plan to differentiate themselves and build long-term value in a crowded market.

Cap and Steve debate the effectiveness of paid KOL marketing, kicking off with ThreadGuy’s viral tier list. The conversation shifts to how companies approach brand awareness and marketing spend, weighing what truly elevates a brand in Web3. Later, they examine OpenSea’s future and whether it can expand beyond crypto-native users, before closing with a spirited discussion on brand coins as loyalty tools, including good and bad examples and whether this model has staying power.

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Cap and Steve break down how Pudgy Penguins are executing the perfect brand playbook, from GIFs and plushies to a mobile game and NASCAR sponsorship, pushing NFTs further into mainstream culture. They contrast this with the struggles of DAO-led efforts, pointing out how missing basic hires like membership directors and communications leads has limited other NFT projects. The conversation shifts to market seasonality as Bitcoin enters September, historically its weakest month, with average losses of 3–5 percent, before rebounding strongly in October and November. Additional discussion touches on ApeChain’s DeFi expansion with SimpleFarmer, OpenSea’s improved positioning against Magic Eden...

Cap and Steve welcome Crypto Texan for an in-depth look at Katana, a DeFi-first chain incubated by Polygon Labs and GSR that aims to simplify yield for everyone. The discussion explores how Katana enables seamless bridging from more than 70 chains into user-friendly vaults, offering both Express and native options to suit depositors of all sizes. Crypto Texan explains how Katana’s seasonal rewards align incentives, while its chain-owned liquidity model reinvests yield into the network for long-term sustainability. The hosts highlight the project’s mission to make DeFi accessible to newcomers without sacrificing the advanced opportunities sought by experienced user...

Prediction markets take center stage as the crew dig into Myriad’s season structure, points flow, and clunky Learn/tests UX while weighing likely token dynamics against Polymarket and Kalshi. Conversation turns to $REKT after a big run as it pulls back and works to establish a new trading range, with brand strength and community interest still intact. Along the way, Cap and Steve keep things lively with SBS Best Ball chatter, highlighting 30-second drafts that wrap fast and prizes denominated in ETH.

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Kaito’s latest loyalty update boosts leaderboard rankings for stakers and native PFP holders, sparking debate about whether it fosters authentic community or narrows the ecosystem to whales. Cap and Steve then turn to Hyperliquid’s explosive rise, noting its trading volume has now surpassed Robinhood’s while unpacking how its DeFi ecosystem, perps platform and strong cult following are shaping the current market cycle.

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Cap and Steve debate whether the latest crypto pullback marks a healthy correction or just noise as ETH inflows, Solana treasuries, and Fed rate cut odds shape market conviction. Frustrations mount over MetaMask’s latest update, with both hosts considering a switch to Rabby after clunky UI changes and hardware wallet issues. The discussion shifts into DeFi as they break down liquidity pool plays on Meteora and Project X, weighing airdrop chasing against long-term conviction strategies. Listeners also join the ongoing Other Page badge challenge for a chance at 10K $APE in giveaways, while NFT loan liquidations and Moonbirds’ comm...

Markets cooled and sentiment flipped despite price levels matching last week, so Cap and Steve walked through how ETF inflows and forced NFT liquidations shape the near term while the long-term trend remains intact. Then Nova and Mike from Other Page explained how creators can verify real fans, prove engagement, and reward loyalty with badges, native raffles, and analytics. Together we launched the CwC × Other Page Badge Challenge on ApeChain, where live listeners can claim daily badges to enter drawings, pursue a full-set bonus, and finish with a final tiered raffle, w...

Markets brace for Powell’s Jackson Hole remarks as traders debate whether short-term chop or September decisions will drive the next move, with ETF flows and institutional demand reinforcing the long-term bull case. The discussion shifts to GameStop’s currency trading cards redeemable for crypto, sparking a conversation around resale values and the chase for BTC grails. Later, Cap and Steve shared sharp criticism of MetaMask’s latest update and why many are turning to Rabby as a cleaner alternative. The episode wraps with a spotlight on Other Games, a community-driven gaming hub on the Otherside where player...

Cap and Steve dive into Proof of Play’s decision to shut down Pirate Nation, exploring the costs of running a fully onchain game, how the team pivoted toward B2B infrastructure, and what it means for players and the Pirate token. The discussion shifts to MetaMask’s launch of its native stablecoin MUSD, weighing whether the move pushes the space forward or falls short of long-rumored token expectations. Steve then breaks down his latest experiments with DeFi yields, comparing the risks and rewards of real yield strategies against speculative airdrop plays. The episode also highlights the sellout success of R...

Markets pulled back as traders braced for Powell’s Jackson Hole remarks, with Cap arguing the sell-off was an overreaction and Easy suggesting patience until Friday’s decision. The discussion broke down how ETH’s climb from $1,400 to $4,100 reframes entry points, why DeFi yield and under-the-radar airdrops like Polygon and Katana may offer outsized opportunities, and how loyalty mechanics are evolving in onchain projects. The show closed with updates on ApeChain’s DeFi expansion, Guido’s burn-to-redeem experiment, OpenSea farming flare-ups, and the still-unclaimed Wheel of Fate Ape.

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A Coffee with Captain listener spins the Wheel of Fate and walks away with a BAYC worth over $40,000, as the hosts break down fairness, rewards, and community excitement around ApeChain’s newest mechanic. Market sentiment remains cautious with ETH and BTC drifting in “shop season,” while Doodles’ Upcycle program earns praise for delivering daily creative value. Richard and Boris Vagner join later in the show to spotlight Spoiled Banana Society, their onchain fantasy football contest that merges best ball drafting, ETH prize pools, and transparent ownership to offer a disruptive alternative to traditional DFS.

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Cap and Steve open the week with markets flashing red, framing the dip as a leverage-driven pullback that ultimately tests conviction in the broader bull cycle while pointing to Fed policy and Jackson Hole as key catalysts ahead. They highlight ongoing debates around community leadership at BAYC before welcoming ApeChain’s Shpend and Dutchee for an in-depth look at new ecosystem mechanics, including the Peanuts token liquidity model and the Spotlight “Wheel of Fate” distribution, where participants receive ApeChain Balls as part of a gamified rewards rollout.

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Cap and Steve recap a volatile market day as ETH rebounds from a flash crash triggered by hot inflation data, noting $639M in institutional ETF inflows on the same day. The discussion shifts to DeFi positioning, with Cap increasing his Hyperliquid HYPE stake and Steve focusing on concentrated yield strategies. NFT chatter covers Blur loan risk on Pudgy Penguins and how Spencer is reviving the “NFT as a dividend-yielding asset” model. In the planned guest segment, Phunky explains Polkadot’s relay chain and parachains, highlights gaming titles like NFL Rivals, FIFA Rivals, and Pudgy Party, and walks through setting up wal...

Bitcoin’s fresh all-time high sparks discussion on what it means for a volatile bull market and why short-term pullbacks shouldn’t shake long-term conviction. The conversation explores the double-edged nature of leverage in DeFi trading, warning how quickly liquidation levels can be reached when markets turn. Other topics include Stripe and Circle’s potential on-chain moves, the resilience of brand coins like $PENGU, and the balance between grinding and efficiency in Abstract’s XP system, with reminders to stay focused on the bigger picture.

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Ethereum’s explosive rally takes center stage with a looming $27B institutional buy that could trigger a major supply shock, drawing comparisons to 2021 and sparking debate over whether $10K ETH is inevitable. The discussion explores how such a surge could push Punks, Apes, and Pudgies back to six-figure USD floors, with BAYC’s resilience without immediate catalysts seen as a bullish indicator for Pudgy Penguins post-TGE. Cap and Steve also cover the shift from NFTs to coins and DeFi, dispel myths about leveraged trading on platforms like Hyperliquid, and analyze Azuki’s $2.5M Anime Coin partnership with GameSquare, a deal c...

Ethereum’s rally past $4,400 after flat CPI data fueled discussion on massive ETF inflows, ETH’s continued dominance over BTC, and where the market could head next. The conversation explored Moonbirds’ momentum from a Kaito leaderboard campaign, SimpleFarmer’s reveal of ApeChain’s new “Wheel of Fate” prize system, and reactions to Stripe and Circle launching their own blockchains to leverage existing payment networks for mainstream adoption. Voh joined to discuss declining quality in Kaito campaigns and why AI-generated spam threatens long-term project value.

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Cap and Steve welcome Kyle, Cofounder of Lurky, for a deep dive into how the platform transforms crypto Spaces into actionable, real-time insights. Kyle explains how Lurky overcomes X’s limited APIs by building custom analytics tools, enabling hosts to create audiograms and short-form videos, monetize through subscriptions and partnerships, and offer API access to companies seeking valuable audience data. He highlights their 20,000 hours of proprietary Spaces recordings as an untapped goldmine for the crypto ecosystem. The episode also covers market reaction to OpenAI’s GPT-5 announcement and how it reshaped sentiment in the LLM race.

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Ethereum’s path to institutional adoption is accelerating, with Cap and Steve breaking down how major funds like Bitmine and Sharp Square are accumulating billions in ETH. The discussion explores new entry points including 401(k) allocations, tax-advantaged products, and yield-focused crypto strategies, while evaluating Tom Lee’s prediction of $16K ETH based on past cycle ratios. Later in the episode, Cameron Kates and Shpend from the ApeChain Hub join to share details on their upcoming ComplexCon activation, SimpleFarmer’s new DeFi leadership role, and how Otherside is evolving into a real-time social gaming platform with onchain tournaments and creator tools...

The debate heats up over Takashi Murakami’s $5 NFT card pack drop on Base after a tweet implying he’s the only artist still producing in the space draws sharp reactions. Cap and Steve break down whether the move was a cash grab, poor communication, or simply a low‑cost release, with speculation that a middleman may be steering his NFT strategy poorly. They also cover the SEC’s announcement that liquid staking is not a security and explore how this ruling could accelerate TradFi adoption. Later, they examine Moonbirds’ recent Towns protocol airdrop, the mixed reactions it sparked, and why NF...

Steve shares new DeFi strategies as he shifts focus from speculative airdrops to real yield, experimenting with platforms on Flow, Solana, and Kinetic. Cap updates the ETH strategic reserve dashboard, highlighting that Bitmine, run by Tom Lee, now holds over $3B in ETH. Meanwhile, billionaire Adam Weitsman revealed a direct acquisition of over 5,000 Otherdeeds, Mega Kodas, and Weapon Kodas from Yuga Labs, stating his long-term commitment to help Otherside succeed. The episode also dives into Flow’s real-world reward model, REKT’s breakout moment as a leading brand token, and the growing organic activity inside Otherside’s playable world. Cap cl...

Audio issues forced the crew into a Spaces-only episode, but that didn’t stop the conversation. Cap and Steve debate why grail Apes continue to fetch premium prices while Pudgy grails lag behind, digging into culture, aesthetic appeal, and whether the upcoming Abstract airdrop is delaying high-end demand. Later, Steve walks through his first weekend exploring DeFi, from staking on Jito and lending on Hyperliquid to liquidity pooling on Meteora, sharing the challenges, tools, and community support that helped him get started.

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Duration: 01:52:49

The fallout continues at Doodles as Cap and Steve break down the sudden exit of the brand’s core team, including key product leads and their longtime biz dev lead. They analyze what Burnt Toast’s vague roadmap really means, debate whether DreamNet is effectively shelved, and unpack the deeper reasons so many Web3 brands struggle after raising tens of millions. Community members join the stage to offer firsthand insight on missed Asia expansion, token execution failures and why Pudgy Penguins has outperformed as a modern IP brand.

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A live demo of ChatGPT’s new agent feature takes center stage as Bunchu puts AI to the test, tasking it with planning a Penn State football trip, complete with ticket searches, Airbnb options, and a custom pitch deck. The conversation also dives into the mechanics behind $REKT’s breakout run and whether its loyalty-based brand coin model can be replicated by other startups. Later in the episode, the hosts respond to Pixel Vault’s shutdown, calling out the team for abandoning advisor token agreements and suggesting the IP should be handed off to Beanie or Chris Wahl. Other topics...

Cap and Steve dive into the $REKT versus $PENGU debate, comparing REKT’s equity-sharing beverage brand at a $290 million market cap with PENGU’s mainstream GIF dominance and $2.7 billion valuation. They discuss profit-taking psychology in crypto, from “round-tripping” to conviction-based consolidation, and weigh why REKT’s early-stage positioning might offer better upside. The conversation also covers a record-setting $441K Pudgy sale, NFT speculation around Cool Cats and Moonbirds, and bullish ETH ETF trends.

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Cap and Steve break down the collapse of Base App’s content monetization experiment and debate whether Kaito’s pivot toward launchpads signals the end of InfoFi. They critique a growing pattern of Web3 platforms turning into financial funnels rather than serving creators or consumers.  Later in the episode, Think Protocol’s core team joins for an in-depth discussion on their upcoming token generation event and the launch of decentralized AI agents designed to protect user data. The interview explores the risks of surveillance-based AI systems and why crypto-native infrastructure is essential for building ethical, composable AI.

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ETH has surged past $3800 as Cap and Steve dive into crypto market momentum and the resurgence of NFT floor prices. They discuss how legacy PFP collections like Apes and Pudgies continue to set the pace while newer projects push innovation. Loki joins to share insights on PFPs evolving into essential digital business tools, highlighting Pudgy Penguins as a prime example. The episode features an in-depth interview with Jason Sibley, CEO of Zenko, who reveals how his company transforms brand marketing spend into verifiable acts of good, enabling users to turn attention into real-world impact through climate and community
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ETH breaks through $3,600 as Cap and Steve dive into the bull run signs. They discuss ETF momentum, token accumulation by institutions and how ETH supply is drying up on exchanges. The conversation shifts toward misinformation in InfoFi platforms and how current reward models are encouraging engagement over accuracy. To close out the show, they explore the concept of brand coins, using examples like Rekt Brands and VeeFriends to consider what’s working, what’s not, and what this emerging category could become

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Coinbase’s new Base App takes center stage as the crew debates whether it can truly reshape onchain social and shift user behavior away from established platforms. The first half explores how distribution, incentives, and familiar UX determine whether new apps gain traction in Web3. In the second half, Bunchu joins to outline a future driven by AI agents that represent individuals and brands, acting on their behalf with personalized tone, values, and intent. He explains how agent-to-agent interactions may soon replace traditional communication and why AI-native brands could disrupt the way organizations are built.

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