Coffee with Captain: Crypto Markets, Products and Culture
Coffee with Captain is a daily live crypto morning show hosted by Cap, live every weekday morning in real time. We cover crypto markets and catalysts, the products people actually use, and the builders behind the next wave. Each episode delivers what’s happening, why it matters, and what to watch next, with clear explanations you can use. Expect real-time conversation and guest segments with founders, analysts, and creators. Topics span Bitcoin, altcoins, DeFi, wallets, trading, and onchain apps you can try today. Start your day here to stay current. For entertainment and education only. Not financial advice.
Episodes
753 episodes
Coinbase Pushes Prediction Markets, Crypto’s Gambling Debate
Coinbase’s prediction market push took over the show, with Cap and the room debating whether exchanges are all moving toward an everything-financial-app model or drifting too far from what users trusted them for in the first place. The conversa...
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1:58:10
Fannie Mae Eyes Bitcoin Collateral, Abstract Tries to Fix Incentives
Fannie Mae opened the door to one of the show’s biggest ideas, with Cap framing crypto-backed mortgages as a real step toward Bitcoin becoming usable collateral instead of an asset people have to sell to buy property. From there, the conversati...
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2:03:15
Stablecoin Yield Takes a Hit, NFT Royalties Find a Better Model
Markets opened on regulation and risk, with the stablecoin draft, Hyperliquid strength, and a reminder that policy headlines can still move the tone fast. The conversation then shifted into NFTs, where the bigger question became how projects cr...
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1:58:37
Crypto Fear Diverges, NFT Brands Need Real Products
Cap framed the show around a gap between broader market fear and crypto sentiment, arguing crypto may have front-run the bottom and could respond quickly if liquidity or macro conditions improve. From there, the conversation turned toward what ...
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1:53:28
Backpack’s BP Drop, Xeet’s Creator Squads
Paid-post disclosure and the “CT is dead” debate drove the opening, with the crew arguing that the timeline may actually be improving as undisclosed shills get pushed out and low-effort extraction fades. They then moved through the daily market...
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2:00:39
Prediction Markets Keep Winning, Myriad Faces Pushback
Myriad drove most of the conversation, with the crew questioning whether the raise, usage, and overall product direction really justify the excitement around it. That opened into a bigger prediction market discussion, where Kalshi’s surge helpe...
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2:02:58
Abstract XP Backlash, Community Trust Gets Tested
Abstract’s XP backlash took over the show, but the bigger point was not the haircut itself. Cap framed the real issue as a communication failure, with the conversation focusing on how Abstract may have drifted from community-first support towar...
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2:55:22
Crypto Regulatory Clarity, OpenSea Refund Questions
A day after the conversation with Adam Hollander, the show naturally picked up where that discussion left off by digging deeper into OpenSea’s refund language, the wave three through six rollout, and whether the rewards system and delay ultimat...
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2:00:38
OpenSea Delays Token: Adam Hollander Explains Why
OpenSea took over the show as the main story, with Adam Hollander joining for the first public interview since the TGE delay and explaining why the team chose to wait. The discussion centered on whether weak market conditions were enough reason...
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2:51:31
Yuga All In on Otherside, BAYC Holders Ask What’s Next
Cap opened solo with a quick look at Bitcoin strength and the coming Fed meeting before the show shifted into a much bigger question around Yuga after Dave Evans exited the Bored Ape Yacht Club club side. From there, the conversation focused on...
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2:18:58
Gold-Bitcoin Ratio Signals a Bottom, $50M Aave Swap Disaster
Cap framed the morning around whether the gold-Bitcoin ratio is flashing a local bottom, arguing the setup looks more interesting with spot ETF inflows returning even as the PENGU ETF filing was pulled. He then unpacked the $50 million Aave swa...
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1:54:39
RWAs Cross $26B, Tokenization Moves Toward Nasdaq
Tokenization took over the show as the main story, with Cap framing RWAs as a market that has already crossed $26B and arguing that the Kraken-Nasdaq push, institutional traction and Doma’s domain angle all point to tokenization moving from the...
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1:47:00
CPI Reaction, Clarity Act Stalls
Markets open with CPI nerves, Bitcoin range talk and a live read on how much macro still controls the tape. Pudgy World then gives the show a lighter but useful product block, with the focus on simple minigames, kid appeal and the social featur...
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1:55:01
Pudgy World Goes Live
Pudgy World goes live and the Coffee Crew talks about the mechanics, target audience, potential improvements and more.Subscribe:Coffee with Captain Newsletter: https...
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2:07:03
Markets Absorb Oil Shock, Gondi Exploit Shakes Collectibles
Markets take the lead as Cap works through recession odds, oil volatility and a broader risk backdrop that crypto seems to be absorbing better than expected. Earlier, the show turns from sports cards and Beezie into a bigger conversation about ...
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2:04:03
Pudgy Penguins vs Original Penguin IP, $46M US Marshals Crypto Theft
Coffee with Captain opens on Xeet’s new creator cards and packs, then Cap and the community widen it into a conversation about how onchain creator rewards could actually work. The discussion breaks down the loop where XP is tied to real onchain...
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2:11:29
Wrench Attack on Crypto Holder, Royalty Enforcement Back Inside the Vault
Markets felt risk-on again, with equities ripping and BTC edging higher. A real-world security incident set the tone early, turning into a practical discussion on custody habits, privacy and why being visibly onchain can create offline risk. Th...
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1:47:50
Doma Tokenizes Domains, Kraken Taps Fed Payment Rails
Bitcoin pushed back above $70,890 with ETF inflows back in focus. Kraken’s access to the Fed’s payment system gets framed as another sign rails are opening up. They then shift to how onboarding is getting easier in the mainstream, using Venmo’s...
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2:03:11
Quirkys Surge on Royalties, AI Agents Move On Device
Royalties and Quirkys take over the conversation, with a real focus on how royalty-enforced contracts change incentives and bring collectors back into the mix. Papii’s leadership and community coordination come through as a major driver of the ...
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1:31:21
Moody Madness Pops on Abstract, Markets React to Middle East
Markets took their cues from Middle East headlines, focusing on how “always-on” crypto trading reacts, plus Hyperliquid getting a Bloomberg nod for traders hedging commodities. They also flag last week’s BTC ETF inflows as a signal to watch. Th...
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1:53:22
Block Cuts 40% in the AI Shift, Magic Eden Sunsets EVM NFTs and Ordinals
Markets opened with some real tension in the air, as the room framed weekend risk and geopolitics before checking in on the latest print and what it could mean for the next move. The conversation then swung into the practical side of narrative ...
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2:01:44
ZachXBT's Axiom Investigation, Markets Continue Recovering
Markets continue recovering as ZachXBT’s Axiom investigation lands mid show and becomes the main focus of the room. Cap reads through the core claims and what it would mean if internal tools were used to map users or KOLs to connected wallets, ...
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2:02:20
Markets Wake Up, OpenSea Royalties with Otherside ERC-C
Markets finally woke up and the room tried to connect PayPal chatter to why the tape felt different. A long-running pattern of the late-morning sell-off stopping turns into a broader debate about whether the cycle rules still apply and what a r...
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2:00:02
OpenSea One Stop Shop Debate, Jane Street Terra Fallout
OpenSea splits the room, the new mobile beta feels closer to a one stop shop, but the original browser experience still leaves gaps for old users. Cap then moves into the Jane Street and Terra Luna thread as an example of how information edge n...
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2:18:38
Markets Stay Risk Off, Unvault Rebuilds NFT Royalties
Royalties got the spotlight as Unvault and DIVIT joined the show to explain how they’re trying to make creator payments and long-term project funding work again, with contract migrations, enforcement, and incentives designed to pull liquidity b...
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2:36:36