Coffee with Captain: Crypto Markets, Products and Builders

BIRB launch day turns into a real time test of claim logistics, price discovery, and what holders can actually do when the claim link flips on and off. They break down eligibility and token allocation, confirm Nesting 2.0 going live, and stress that claim days bring scammers so the only move is using the official link. The conversation zooms out into mechanism and culture, comparing this volatility to past NFT token drops and debating whether ideas like a game for unclaimed SBT tokens would make distribution feel fairer. They also touch wider ecosystem context, including OpenSea sentiment after the Adam and Steve hires, then close with a quick MegaETH note and a practical ENS segment on preventing domain expirations with reminders and notifications.

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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

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The Everything Token: A Book on Web3 and NFTs

The headline today is a sponsored interview with AI TV (@aitvgg) on turning your PFP into an AI streamer and taking that character live across video, livestreams, and Spaces. Before the interview, the crew starts with a Moonbirds / BIRB check-in as the token goes live for trading while most holders are still waiting on claims. They track early price action around the ~$300M fully diluted line and keep repeating the same warning: expect more selling pressure once broader claims open beyond Binance Alpha. They wrap with an OpenSea headline offering a 5% Treasure Chest rewards boost for qualifying Solana trading over the next 24 hours.

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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

The show opens with Moonbirds, including the unnesting discussion and early framing around the BIRB rollout and how these NFT-linked token moments tend to trade. From there, the conversation shifts into AI and workflow, with practical examples of dictation and automation plus how tools like Cursor are changing what individuals can build. The mid-show headlines sweep hits a mix of market and culture items (including the Nifty Gateway shutdown mention and broader tape vibes). Later, they return to BIRB with a deeper look at market pricing and expectations. The episode closes with bigger rails and TradFi headlines, including Tether’s regulated stablecoin announcement and a breakdown of BlackRock’s Bitcoin “premium income” ETF filing.

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

A solo show that opens with what’s bouncing around NFT land right now, including Moonbirds token chatter and the latest brand activations and partnerships. From there, the conversation stretches into ClawdBot and the broader AI wave, focusing on how real products get adopted, who wins distribution and why incumbents struggle to move. The tone tightens with Nifty Gateway shutting down and a wider “crypto crime season” thread, including the Trove Markets fallout and where accountability should land. It wraps on NFT brand coins, royalties and what sustainable creator economics should actually look like across projects like GVC, Chimpers and Quirkies.

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

Birbathon sparked a lot of token speculation, with the crew circling Moonbirds and the timing around a potential BIRB token and what it means for the broader “NFT brand coin” playbook. They also dug into Pudgy Penguins style mechanics, including soulbound concepts and how brands might turn attention into distribution without creating pure sell pressure. From there, the conversation moved into MegaETH and why it matters, what would actually make builders care, and what a real adoption path could look like. A big contrast point was MegaETH vs Solana, with Solana’s current distribution edge framed through onboarding and Coinbase exposure. They closed with quick NFT market pulse moments like Quirkies and El Mundo, plus a few broader market notes including upside framing on Bitcoin.

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