Coffee with Captain: Crypto Markets, Products and Builders

Cap ran through a 2026 token launch watchlist and what is worth tracking early. The core takeaway was to treat farming like a long game where consistent product usage and low risk positioning can beat chasing hype, with Lighter as the reminder that being early matters. Wallet tokens got a skeptical look when the use case feels thin and incentives are mostly designed for selling pressure. From there the conversation widened into Base strategy, creator coins and what Coinbase’s public posture signals, with Robinhood framed as a serious everything app competitor. It closed on distribution and writing as leverage, how InfoFi gets misunderstood and how AI is changing the speed and structure of building a content machine.Subscribe:Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/YouTube: https://www.youtube.com/@coffeewithcaptainshowFollow on X:Captain Zwingli: https://x.com/ChrisJourdanThis podcast is for entertainment purposes only. None of the information shared on this podcast is meant to be taken as financial advice. Chris and guest speakers may hold tokens discussedCheck Out:The Everything Token: A Book on Web3 and NFTs

Roblox anchored the conversation as a working model of a consumer digital economy, with the Robux loop and creators getting paid at scale. The crew used that lens to explain why crypto gaming keeps missing, focusing on onboarding friction, UX, and whether the game is actually fun. They widened into distribution and the creator economy, arguing the clips pipeline is still the clearest path to attention and income in both gaming and crypto. Cap also framed 2026 with a quick poll on breakout categories, naming tokenization and RWAs, AI and autonomous agents, stablecoins and payments, plus privacy and zero knowledge. The show wrapped with giveaways and New Year gratitude.Subscribe:Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/YouTube: https://www.youtube.com/@coffeewithcaptainshowFollow on X:Captain Zwingli: https://x.com/ChrisJourdanThis podcast is for entertainment purposes only. None of the information shared on this podcast is meant to be taken as financial advice. Chris and guest speakers may hold tokens discussedCheck Out:The Everything Token: A Book on Web3 and NFTs

Perps and points programs are shaping what traders do right now, and the crew uses the Lighter airdrop as a concrete example of what gets rewarded. That rolls into token unlock sell pressure and healthier tokenomics, with Hyperliquid as the live case study. Outer Lumen joins as co-host for a look at how fundraising is changing, including Coinbase buying Echo and Seedify’s IMO-style structure. They then debate tokenized stocks and which rails TradFi will actually pick, calling out Robinhood’s partnership with Arbitrum. It closes with Flow and sports collectibles momentum, including recent volume and transaction trends versus NBA Top Shot and FanCraze.Subscribe:Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/YouTube: https://www.youtube.com/@coffeewithcaptainshowFollow on X:Captain Zwingli: https://x.com/ChrisJourdanThis podcast is for entertainment purposes only. None of the information shared on this podcast is meant to be taken as financial advice. Chris and guest speakers may hold tokens discussedCheck Out:The Everything Token: A Book on Web3 and NFTs

A viral bank rumor and a sudden silver futures spike set the tone for how fast narratives can whip around. The conversation moves into the Minnesota Somali daycare fraud story as a case study in incentives, weak oversight and how schemes scale. From there it zooms out to why the “American dream” feels harder to reach and why more people behave like the economy is a casino chasing asymmetric upside. That framing carries into speculation culture across crypto, NFTs, perps and prediction markets, then shifts into housing affordability and why rents stay sticky. The back half lands on practical takeaways around building versus corporate paths, how internet media packages stories and how to give kids better tools and optionality.Subscribe:Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/YouTube: https://www.youtube.com/@coffeewithcaptainshowFollow on X:Captain Zwingli: https://x.com/ChrisJourdanThis podcast is for entertainment purposes only. None of the information shared on this podcast is meant to be taken as financial advice. Chris and guest speakers may hold tokens discussedCheck Out:The Everything Token: A Book on Web3 and NFTs

With the show running audio-only, the room settled into an open-mic flow and bounced between headlines, culture and what matters next. The anchor was MoMA adding CryptoPunks and Chromie Squiggles, sparking a debate on how museums acquire work, what “validation” actually means, and why events like NFT NYC still miss the mark. From there the convo moved into collector reality, Tezos as a lower-friction lane for digital art, and whether royalties can be redesigned (including profit-only royalties) without killing secondary markets. Quick market and safety notes popped in too, including Trust Wallet’s browser extension update guidance and chatter around a BTC flash crash wick. The back half widened out into RWAs and the case for “boring crypto” as progress, then a long riff on Tesla FSD and a future where robotaxis turn cars into real consumer cashflow.Subscribe:Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/YouTube: https://www.youtube.com/@coffeewithcaptainshowFollow on X:Captain Zwingli: https://x.com/ChrisJourdanThis podcast is for entertainment purposes only. None of the information shared on this podcast is meant to be taken as financial advice. Chris and guest speakers may hold tokens discussedCheck Out:The Everything Token: A Book on Web3 and NFTs