Podcast Episodes
Back to SearchThe Bear Market Is Over, Kraken Revives Its IPO
Cap pushes back on the idea that crypto is still in a bear market, pointing to S&P highs, Kraken reviving its IPO plans, steady ETF inflows and Hyper…
6 months, 2 weeks ago
AI for NFT Brands, What Ownership Really Means
The morning opens with a quick read on Bitcoin, Strategy, ETF inflows and the idea that heavy short interest could set up a stronger move if sentimen…
6 months, 2 weeks ago
NFT Bottom Signals, Self-Custody Gets SEC Clarity
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 …
6 months, 2 weeks ago
World Liberty Fi Fallout, Anthropic’s Cybersecurity Scare
Cap opens by weighing crypto’s mixed backdrop, where favorable regulation and market strength in names like Hyperliquid and Mutants are competing wit…
6 months, 3 weeks ago
Trump’s Crypto Problem, Yuga Heads to Snoop’s Compound
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 …
6 months, 3 weeks ago
Base App Onboarding, Making NFT Mints More Social
The episode opens with a sharp product discussion around REKT’s Base app claim flow and whether easier onboarding and cleaner UX may matter more than…
6 months, 3 weeks ago
Adam Back Is Satoshi, BAYC Clubhouse with Figge
Cap opens with the New York Times case for Adam Back as Satoshi before shifting into a builder conversation with Unvault and Alpha Dogs on multichain…
6 months, 3 weeks ago
The NFT Comeback, Temporary Pump or Real Collector Demand
Cap leans into the idea that NFT momentum may be real again, pointing to tighter supply, stronger collector interest and Yuga’s clubhouse push. Outer…
6 months, 3 weeks ago
Claude vs ChatGPT, BAYC’s Miami Clubhouse
Cap opens by arguing that the NFT bottom may already be in. He points to BAYC’s new member directory and Miami clubhouse push as signs that NFTs are …
6 months, 4 weeks ago
OpenAI Buys TBPN, Coinbase Gets a Trust Charter
A solo Friday free-for-all opened with a look at OpenAI’s reported acquisition of TBPN and what it signals about clipping, audience quality and why b…
7 months ago