Coffee with Captain: Crypto Markets, Products, and Builders
Coffee with Captain
681 episodes
1 day ago
A choppy market set the tone as Cap unpacked sharp intraday moves in $ETH and the broader “whale war games” feel behind sudden wick-downs and snap-backs. The conversation zoomed out into year-end mechanics like tax loss harvesting, how crypto differs from equities around wash sale rules, and why ETF-era flows have changed the market’s texture. On the NFT side, the most actionable segment centered on CryptoPunks loans sitting underwater and how leverage can quietly turn into forced selling pre...
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A choppy market set the tone as Cap unpacked sharp intraday moves in $ETH and the broader “whale war games” feel behind sudden wick-downs and snap-backs. The conversation zoomed out into year-end mechanics like tax loss harvesting, how crypto differs from equities around wash sale rules, and why ETF-era flows have changed the market’s texture. On the NFT side, the most actionable segment centered on CryptoPunks loans sitting underwater and how leverage can quietly turn into forced selling pre...
Flow Blockchain with Roham, Xcopy’s Bubbles Mint & Art Basel’s Digital Art Moment
Coffee with Captain: Crypto Markets, Products, and Builders
2 hours 13 minutes
2 weeks ago
Flow Blockchain with Roham, Xcopy’s Bubbles Mint & Art Basel’s Digital Art Moment
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 cofound...
Coffee with Captain: Crypto Markets, Products, and Builders
A choppy market set the tone as Cap unpacked sharp intraday moves in $ETH and the broader “whale war games” feel behind sudden wick-downs and snap-backs. The conversation zoomed out into year-end mechanics like tax loss harvesting, how crypto differs from equities around wash sale rules, and why ETF-era flows have changed the market’s texture. On the NFT side, the most actionable segment centered on CryptoPunks loans sitting underwater and how leverage can quietly turn into forced selling pre...