Coffee with Captain: Daily NFT Conversations

Bitcoin’s “we are so back” moment framed the show as Cap revisited his bottom call and why this still looks like a mid-cycle structure. The crew walked through Art Basel’s digital art presence, from Beeple’s museum style displays to NFTs earning a more serious cultural lane. They broke down Jack Butcher’s Basel receipt

Bitcoin served as a quick market check before the conversation shifted into a deep examination of the Invest America program and the OneDell contribution, raising questions about stimulus design, middle-class pressure and long-term wealth outcomes. Flow’s ecosystem pivot and tomorrow’s interview with Roham emerged as t

Cap revisits his Bitcoin thesis, tying ETF flows, state-level interest and DC policy chatter to a long-term macro view. The crew digs into how the Ape ecosystem and Otherside show up at Art Basel and what real progress for digital art would actually look like. Cap shares that Steve is leaving Coffee with Captain to tak

The crew opened with a detailed breakdown of Monad’s TGE, its idle float problem and how MegaETH’s prepared ecosystem offers a sharper path to real yield. Market drawdowns, high-FDV unlock pressure and the fatigue around points farming shaped the broader conversation about user incentives. They dug into liquidity, smar

Monad dominated the conversation as the crew broke down TGE float dynamics, early pricing, and how real yield strategies compare to simple spot positioning. They explored Steakhouse Financial vaults, onchain loops and why so much Monad remains idle instead of earning. Chimpers’ new ApeChain × Otherside trading cards sp

The conversation centered on early-cycle opportunities across Monad and MegaEth, with Cap outlining how pre-deposits, stable farms and presale positioning shape realistic paths to profit without overexposure. Joey, Strategy and Business Operations at Chimpers, joined to break down how the team thinks about distribution