Coffee with Captain: Crypto Markets, Products and Culture

Royalties are not dead, and the show makes the case that creators who keep shipping can still capture real recurring revenue. Using Good Vibes Club as the example, Chris and Cheezus point to recent royalty rankings alongside bigger collections like Pudgy Penguins and debate why teams turn fees off while chasing volume. The first half breaks down the current Abstract ecosystem, including how to check your activity, what behaviors are being rewarded, and how different apps stack together. It uses Myriad as the clearest walkthrough for how volume and participation turn into points and leaderboard positioning. It closes with a quick market check and community-driven tactics for navigating an incentive-heavy season.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

Albert Prat, founder of Beself Brands and BeToken, joins the show to lay out what tokenized brands need to become real investable assets. He shares his ecommerce background, why low-minimum community participation matters and how profit participation changes the value proposition. Before the interview, the hosts hit an NFT temperature check with Azuki’s anniversary, Doodles moving and majors mostly flat, then use a story about a former NYC mayor rugging a memecoin to underline the credibility gap. They also briefly touch on gaming and how attention rotates across categories. The episode wraps by framing tokenized ownership models like BeToken as a potential alternative to the usual public market path.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

Stablecoins became the central thread as Coinbase warned it could withdraw support for the CLARITY Act if lawmakers try to restrict stablecoin rewards beyond simple disclosure. The conversation framed this as a key US policy fight, with banking lobbyists pushing amendments that would block issuers from passing yield back to stablecoin holders. From there it zoomed out into incentives and market structure, including how reserve yield and credit dynamics shape who wins if stablecoins keep expanding as a 2026 meta. A quick check on the “privacy coin ban in Dubai” headlines landed as mostly noise, with Monero ripping and Zcash not doing what the doom headlines imply.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

The show starts with a macro risk check, framing the morning’s 8:30 data and the Supreme Court tariff headline as the key drivers for positioning. It then hits the tape with Grayscale filing chatter and a quick read on Pump.fun’s claimed all time high volume, treating it as a “smell test” and discussing wash trading and airdrop incentives. From there, it pivots into the main block: Nike selling RTFKT to an unknown buyer and what the IP, patents, and authentication angle could mean for CloneX holders. Later, it touches the Zcash org shake-up and the cashZ wallet thread without fully resolving the facts live. It closes by zooming back out to institutional rails and practical positioning, with a reminder to keep the basics tight like funding a Roth IRA.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

Zcash drove the first half of the show as the crew tried to sort through an unfolding Electric Coin Company situation in real time, without a clean resolution on air. They debated what was verifiable versus what was getting boosted by viral noise and selective onchain reads. The WorldStar Cherry Cola collaboration with Rekt Drinks became a concrete example of how distribution and branding can still matter more than crypto-native narratives. Simple Farmer (ApeChain ecosystem, Clutch Markets) joined to make the case that perps and prediction markets are where the real revenue concentrates, and that token strategy needs to route value back into aligned incentives. The show closed on a builder lens focused on durable loops through product, treasury design, and the right partners.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

Nike is exiting RTFKT, and the market is repricing what CloneX is really worth. The conversation walks through the news, the lawsuit context and the incentives that likely drove the decision. It then zooms into the RTFKT stack, MNLTH, vials and what parts could stay durable as long term grails. Onchain wallet activity becomes the signal for whether this move is speculation or a real reset. A planned check in with Liners Labs was teased but pushed until after their launch.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

Practical career and distribution advice sets the tone, focused on standing out through outreach, consistency, and actually shipping work people can see. The main thread is a reality check on NFT conferences and NFT-native culture, pushing the conversation toward IP, mainstream distribution, and what can scale beyond a niche room. From there, NFTs get reframed as a collectible primitive inside a bigger tokenization story, with tokenized assets feeling like the more durable long-term path. A quick detour hits Gary Vee circling back to digital collectibles and a few grounded questions for evaluating older collections without getting lost in hype. The close centers on ICOs feeling back through the Infinex sale and why access, gating, and “who gets in” mechanics are becoming the real battleground.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

Geopolitics set the tone, using Venezuela and the reality of war to frame why uncertainty keeps leaking into markets. After a quick market check, the conversation shifted to a digital collectibles pulse, including the Cowboy Punk sale and the idea that NFTs are heating back up as charts turn green. Attention then moved to Gary Vee showing up again, picking up a variety of NFTs and reigniting culture talk about what pulls people back in. The core takeaway was VeeFriends turning collectibles into a smoother onboarding funnel, with a VeeFriends wallet on Rarible that lets new users sign up by email and buy via Apple Pay in a few clicks. A Dune readout on new wallets buying Series 1 and Series 2 was used as proof that reducing friction can turn curiosity into real purchases.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

Markets opened the year in the green with ETH pulling the “smart money” rotation and memes like Pepe ripping alongside it. The discussion unpacked value capture and why L2s like Base have been out-earning ETH, then zoomed in on perp businesses with Hyperliquid’s fee run as the benchmark. From there it moved to billion-dollar airdrops, how to think about TGE odds, and a 2026 watchlist of projects that could realistically drop. OSF’s REKT write-up sparked a debate on taking memes from proof of concept to proof of scale, plus what liquidation cascades and leverage cycles signal in real time. It wrapped with prediction markets momentum and a quick pulse on digital collectibles.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

Cap ran through a 2026 token launch watchlist and what is worth tracking early. The core takeaway was to treat farming like a long game where consistent product usage and low risk positioning can beat chasing hype, with Lighter as the reminder that being early matters. Wallet tokens got a skeptical look when the use case feels thin and incentives are mostly designed for selling pressure. From there the conversation widened into Base strategy, creator coins and what Coinbase’s public posture signals, with Robinhood framed as a serious everything app competitor. It closed on distribution and writing as leverage, how InfoFi gets misunderstood and how AI is changing the speed and structure of building a content machine.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