Coffee with Captain: Crypto Markets, Products and Builders

A Christmas morning audio-only check-in where gratitude, markets and product talk are all combined into a chill episode. The crew shares what they’re thankful for, threads in a light read on what’s happening in crypto and reflecting on the past. Along the way, they also touch on upcoming plans and what they want to improve with the show heading into the next stretch.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

Holiday energy set the tone as the crew opened with Festivus-style crypto grievances and a quick temperature check from chat. From there, the conversation zoomed out into why “crypto isn’t cool anymore” is a real retention problem when attention turns over faster than ever. They workshopped an Abstract angle where XP could become a gate or multiplier for future participation, blending incentives with contributor reputation instead of pure hype. A quick community moment followed with a free OpenPage holiday badge drop live through Dec 31. Then Papii joined to break down Quirk Kids and the next Quirkies chapter, framing it as a new division built around kid-friendly IP, animation shorts, and higher-quality educational content.Special Guest:Papii - CEO of Quirkies: https://x.com/QuirkKnightSubscribe: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

Aave’s governance civil war turned into a simple question: who actually owns the protocol, the code, the front end, or the brand. The crew broke down how the conflict escalated into proposals to move trademarks, domains, and social accounts to the DAO, then a Snapshot vote about explicit control over key brand assets. From there, they widened the lens to DAO legitimacy, using Gnosis and the KPK controversy as a case study in off-chain coordination and power concentration. They also touched on a more constructive model through tokenized real estate, where each property sits in its own DAO and holders vote on decisions like re-renting versus selling. The through-line was that governance incentives set the outcome, and Aave’s fight matters because it sets precedent.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

Polymarket teasing its own L2 sparked a bigger debate about app-owned chains, bridge friction, and whether token-first economics just recreate nonstop sell pressure. The crew tied that into the tape by framing market open moves through year-end positioning and tax-loss tactics that let traders reset risk without abandoning a thesis. From there, Infinex crates became the case study: digital boxes that turn engagement into discounted token access and a distribution loop that can either build real loyalty or attract mercenary farming. They closed by arguing that royalties and value accrual only work when creators and platforms ship something worth supporting, not as an entitlement. Brand coins came up as the cleaner endgame: loyalty rewards that actually improve the fan experience instead of selling a pricier version of the same product.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

Exchange plumbing and market-maker behavior set the tone, starting with how a Binance API outage left market makers sidelined and amplified liquidations. The conversation then moved to stablecoin rails and why USDC can briefly depeg in liquidity pools even when Circle’s backing is redeemable. From there, they zoomed out to how CEX flows and the push into perps, including Coinbase, change the risk surface and competitive landscape. Loki joined for a Friday NFT pulse check, using Doopies as a read on sentiment and what “still sells” versus what feels purely extractive, with quick touches on broader digital collectibles ecosystem chatter. They closed on regulatory clarity and why a cleaner framework could be a real catalyst, even if it does not fix the market overnight.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