Coffee with Captain: Crypto Markets, Products and Builders

Crypto opened in a rough mood, with a quick fear and greed gut check and how the selloff is shaking conviction across majors. The show then locked into the AI narrative shift, from Anthropic vs OpenAI positioning to who controls access and where subscription pricing heads next. From there it turned into enterprise software bloat through the CRM lens, why AI reshuffles spend, and how a new consultant layer forms around implementation and career leverage. Late in the show, it moved back onchain with CyberKongz “Death Star” mechanics, floor pressure games, and how royalties shape incentives, then closed on a VeeFriends update with smoother onboarding via Privy Wallet and CrossMint plus early live commerce experiments with Rarible.

Subscribe:
Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/
YouTube: https://www.youtube.com/@coffeewithcaptainshow

Follow on X:
Chris Jourdan: https://x.com/ChrisJourdan
Coffee with Captain: https://x.com/coffeewithcap_

This 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 discussed

Check Out:
The Everything Token: A Book on Web3 and NFTs

Beezie’s recent traction and multi-chain momentum sets the table before the show pivots into Vitalik’s L2 framing, arguing that “slightly faster ETH” is not a durable thesis in a low-fee environment and that real differentiation matters. From there, the conversation shifts to what retail onboarding actually requires, contrasting Base’s distribution edge with MegaETH’s speed narrative and the gap between performance claims and real user experience. They also touch on how AI interfaces could change what “using crypto” even feels like if the interface layer starts eating the app layer. The episode closes lighter with Billy Bets, Polymarket, Clutch Super Squares and a quick Super Bowl props riff.

Subscribe:
Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/
YouTube: https://www.youtube.com/@coffeewithcaptainshow

Follow on X:
Chris Jourdan: https://x.com/ChrisJourdan
Coffee with Captain: https://x.com/coffeewithcap_

This 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 discussed

Check Out:
The Everything Token: A Book on Web3 and NFTs

Delusional optimism set the tone as they checked the market, scanned NFT floors, and kept coming back to how much friction still exists when trying to buy NFTs across chains, from wallet connections to where liquidity actually lives on marketplaces like OpenSea. The main focus was NFTStrategy and the Vibestr flywheel logic, how supply, burns, liquidity, and sell pressure shape the trade now that the token is already live. From there they shifted into Moonbirds under Orange Cap Games, $BIRB price action, and how Birb Game 1 is meant to work in practice. They also spent time on Popkins and Claynosaurz, including plans for a show starting on YouTube and how shorts distribution is being used to build attention. The episode closed with a quick brand equity riff that tied back to broader onchain narratives.

Subscribe:
Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/
YouTube: https://www.youtube.com/@coffeewithcaptainshow

Follow on X:
Chris Jourdan: https://x.com/ChrisJourdan
Coffee with Captain: https://x.com/coffeewithcap_

This 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 discussed

Check Out:
The Everything Token: A Book on Web3 and NFTs

Moonbirds’ BIRB claim day felt messy, with low participation and a flow that confused holders around nesting and the Birb Game. The conversation dug into what post-2021 NFT tokens are actually worth, with comparisons to projects like Doodles and Azuki. IP and distribution came next, using Pudgy Penguins, Vibes TCG and Orange Cap Games as examples of what can outlast a token chart. The timeline’s ClawdBot frenzy brought AI agents back into focus and how people are reacting to them in real time. To close, the discussion returned to market risk and the ETH strategic reserve narrative, including Bitmine Immersion Technologies and the implications of accumulating supply.

Subscribe:
Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/
YouTube: https://www.youtube.com/@coffeewithcaptainshow

Follow on X:
Chris Jourdan: https://x.com/ChrisJourdan
Coffee with Captain: https://x.com/coffeewithcap_

This 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 discussed

Check Out:
The Everything Token: A Book on Web3 and NFTs

Markets were getting hit early, then the conversation jumped straight into how fast AI is accelerating. Agents are already talking to each other, and it is starting to feel like a new baseline for the internet. From there it turned into a practical look at humanoid robots in the home, especially elder care, safety and what pricing could look like once subscriptions and insurance incentives show up. The back half moved from “chat” to “operator” with workflow automation, tooling stacks and small experiments around how these systems plug into real products. It wrapped with show meta and a Community Member of the Month kickoff with a badge and a small prize tied to the ApeChain and ApeCoin Hub ecosystem.

Subscribe:
Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/
YouTube: https://www.youtube.com/@coffeewithcaptainshow

Follow on X:
Chris Jourdan: https://x.com/ChrisJourdan
Coffee with Captain: https://x.com/coffeewithcap_

This 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 discussed

Check Out:
The Everything Token: A Book on Web3 and NFTs