Markets finally woke up and the room tried to connect PayPal chatter to why the tape felt different. A long-running pattern of the late-morning sell-off stopping turns into a broader debate about whether the cycle rules still apply and what a real bottom signal looks like. Then the focus shifts to royalties, with Kodas and Otherdeeds moving to an ERC-C creator contract model and new listings showing a 5% creator royalty on OpenSea and Magic Eden. Call-ins push the argument into incentives and behavior, including how farming loops form, why Blur-style rewards warped floors and why OpenSea feels like the easiest farm right now. It closes with a quick sweep of stablecoin rails and platform moves, including Backpack teasing an equity-style token concept.

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