Coffee with Captain: Onchain Markets, Products, and Builders
Coffee with Captain
679 episodes
18 hours ago
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 broad...
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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 broad...
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 broad...
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 toolin...
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 auth...
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 si...
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 si...
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...
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...
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...
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, M...
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...
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 ×...
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 wra...
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...
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 c...
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 ...
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 ...
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 ...
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 refl...
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 bucke...
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 mat...
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 broad...
