Collector energy felt different here as the conversation moved from rising BAYC and Mutant holder counts to the return of mint-day fun around Mimu’s launch. The bigger takeaway was that NFT activity may be shifting away from pure speculation and back toward culture, ownership and experiences people actually enjoy. Outer also made the AI case practical, using Codex and simple website building to show how these tools are starting to change how people search, build and deploy. The show closed on a more serious note with SEC guidance that could give self-custodial crypto interfaces and wallet-connected apps more clarity as long as they stay neutral and avoid custody.

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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

Check Out:

Doma: Tokenizing Domains

Unvault: Revolutionizing NFTs

The Everything Token: A Book on Web3 and NFTs

• Save money on your taxes easily with Awaken Tax: new users use code coffee50 or returners use returncoffee50
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Cap opens by weighing crypto’s mixed backdrop, where favorable regulation and market strength in names like Hyperliquid and Mutants are competing with credibility hits from World Liberty FI and continued frustration around Abstract’s community handling. He then turns that tension into a broader point about NFTs and tokens as bootstrap capital, using REKT, Pudgy, VeeFriends and Beezie as examples of how strong communities can fund products, loyalty loops and brand expansion when the design actually serves users. The back half shifts into AI as Bunchu joins to talk through the latest model race, including cybersecurity fears around Anthropic’s Mythos and what current tool updates from Claude and OpenAI could mean for regular users.

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

Follow on X:

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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

Check Out:

Doma: Tokenizing Domains

Unvault: Revolutionizing NFTs

The Everything Token: A Book on Web3 and NFTs

• Save money on your taxes easily with Awaken Tax: new users use code coffee50 or returners use returncoffee50
• For 10% off the Dominion 2026 conference, register with this link: Dominion 2026 coupon

Cap spends most of the morning weighing whether Trump has been a net positive or net negative for crypto, as World Liberty Fi and the Trump memecoin conference clash with the policy tailwinds around the Clarity Act. He questions the optics of Trump-linked crypto activity even as the industry keeps gaining regulatory ground. The other major thread shifts to Yuga Labs, where the upcoming Snoop compound meetup and a steady run of ape ecosystem events show how strong its IRL execution has become. He also pushes back on Abstract’s XP system, arguing that farming is being rewarded more than organic participation.

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:

Doma: Tokenizing Domains

Unvault: Revolutionizing NFTs

The Everything Token: A Book on Web3 and NFTs

• Save money on your taxes easily with Awaken Tax: new users use code coffee50 or returners use returncoffee50
• For 10% off the Dominion 2026 conference, register with this link: Dominion 2026 coupon