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HNY! 🎉🥳🍾 2026 = the year of TGE on Coffee with Captain #1,065
Recorded: Jan. 1, 2026 Duration: 2:23:12Space Recording
Short Summary
In a lively discussion, participants explored the evolving landscape of crypto, highlighting trends in token launches, partnerships, and the integration of NFTs with social media. The conversation emphasized the importance of transparency, growth opportunities, and the need for higher standards in project performance as the industry matures.
Full Transcription
I'm on web three. And it is what it seems.
Topping the pyramid schemes, I'm telling you.
I'll sell you a percentage on Nebula.
Shout out to Vince.
Yo, set it up.
Surfing on the web and I'm shooting at three.
I've been goaded when I got my G.
I'm an alien.
Boy.
Rub a different planet, yeah.
So I got my drink.
I'm riding in the 1920s.
Model T.
Ford.
Car.
Arrow.
Lore.
Call me Levi. Playing on the keys, boy. Can I block it from the 1920s, model T Ford. Car, era, law. Call me Levi, playing on the keys, boy.
Can I buy to put my gloves on?
If I said it, then I meant that.
Yeah, I like that one.
I'm about to get that.
Crash that whip for the drumsticks, whiplash.
I'm about to get them all.
Are you with that?
In a white boat, surrounded by blue.
I want one, but I got a cop turn.
I want to fly high in the sky.
Arms out wide, trying to soar.
I'm a bird's eye view. I'm on fire, Ricky, Bobby fly high in the sky, arms out wide, trying to soar from a bird type view.
I'm on fire, Ricky, Bobby, cracking the pavement, Whitney, Bobby.
I'm a Saki bomb, Hiroshima, Nagasaki.
Bruce Wayne been a dog, and I keep it 101, cause I'm feeling kinda spotty.
Sippin' on some rock, and I'm sippin' on octane, the only thing around my neck is the black team.
Now I got coins, I see where y'all goin'. Ben Poppa since Web 1, hella hooked on Web 2, I was livin' the dream.
I'm telling you, I'll sell you a percentage on Nebula.
Shout out to this.
You'll set it up.
NFT, Twitter, blockchain.
Seeing with the ghosts and we balling like the brown jay.
Crypto, crypto.
We can make a trade. Listen in the coffee.
I ain't never gonna stop. I just went and caught me a half bass. Man, I gotta shout out the 40s. Now I got coin.
I see where y'all go.
Been poppin' since web one.
Hella hoops on web two.
I was livin' the dream.
Now I'm on web three.
And it is what it seems.
Toppin' the pyramid schemes, I'm tellin' ya.
I'll sell you a percentage on Nebula.
Shout out to Vince, yo, set it up.
Breakin' them all to choose one.
But they got knowledge to move, son.
I'm shakin' in shades with my brother in suits. Yeah, them blues is comin'. set it up. Welcome to Coffee with Captain, powered by ApeCoin, where we dive into all things crypto,
NFTs, web-free, and cutting-edge technology.
Remember, nothing here is financial advice.
Early-stage tech can be exceptionally volatile and risky.
So grab your coffee and join Cap and C for today's conversation.
Welcome to the future.
Welcome to Coffee with Captain GMGM. Thanks so much for joining us. If you haven't already done so, do us a favor. Drop us a GM in the chat down below, then head up top, smash that like, repost a bookmark on today's face. We greatly appreciate it. Not only does it help warm up the algo, it's going to help warm me up. I am frigid, too cold, and maybe a little raspy.
I think this might have been like the second and third words I've spoken this morning.
I obviously up past way past my bedtime and took Duke on a walk, freezing.
It must be like negative 47 degrees here in Florida.
And I am still waking up.
So I'm like halfway through my first cup of coffee.
We'll be chugging this and then finishing off this coffee pot.
But yeah, help warm me up in the show this morning.
Those likes repost and bookmarks are greatly appreciated.
You'll also find up top the link to the abstract chat as well as YouTube and the X video feed.
As always, I'm Cap, no co-host today, but we are going to have some fun.
Never any financial advice on the show. Crypto is risky, and it is risky, mean coins,
exceptionally risky. It can all go to zero to most. Please don't put any money in. You can't
afford to lose. Know that I'll hold tokens I talk about from time to time here in the show.
I am not a financial advisor. Certainly not your financial advisor. Don't join for that. Just
join for some fun, some information, a little bit of education along the way. And I see Payne
and Von Fronten going back and forth in the youtube
chat surprised we haven't had a alabama or indiana take yet but um good luck to the football fans
i'm excited because day one 2026 i said i'm not one for new year's resolutions but i've locked
the fn i've got no football to care about on the
college football side uh my best ball seasons are over i shouldn't say that i'm definitely
a degenerate so i don't know who we're kidding i've got i don't probably 20 or so playoff best
ball drafts already loaded and uh that's what i'll be doing today instead of watching much
college football i will actually i wasted my time last night instead of watching much college football, I will actually, I wasted my time last night. Instead of watching the Stranger Things finale, I watched Ohio State embarrass themselves on national television.
Two 30-second rant, and then we'll move on.
It would be a lot more fun if Steve was on here today to talk through this, but he may have actually faded the show today if he was still hosting
um after last night i know he was pretty pretty disappointed but i just i said it last year i
know he won a national championship i'm not saying it's the worst thing that happened to
ohio state but that run they went on last year in the playoffs probably bought day another five years at least and i just don't think he's a good coach he needs
a good play caller that's for sure um i i understand why they made the move with heartline
as he had one so if you're not a college football fan or not a high state fan their offensive
coordinator brian heartline was the wide receiver coach the wide receivers are
amazing he's done a great job i felt they'd done a good job calling plays this year
and um anyways he took the head coach coaching job at university of south florida he's still there
but was like he has this one foot out the door and it was kind of a distraction so
day decides hey i'm gonna i'm gonna call plays, the head coach that is.
And I just don't think he's a good coach.
I don't think he's a good play caller.
He's a great recruiter.
But, yeah, just I don't even know what to say.
Like, we handed it to Miami.
They outplayed Ohio State.
Ohio State made mistakes.
You can't make mistakes in games like that.
And I knew he's young. I'm not putting it on saying, but he he's not he's not an elite quarterback.
I don't think I don't even know if he'll play on Sundays. He like just floats the ball so many times,
like throw it anyways. Before the pick six, he had a wide open tight end he hits them it's a 7-7 game
and said he floats out that screen pass and 14 nothing it was a tough comeback from there they
played decent after that but the play calling the fact they still use the same kicker who's
i know like statistically wise he's not the worst kicker of all time in college football but if you
look at like big game kicks and clutch kicks,
I can't think of a single big kick the guy ever made.
And I can't understand how in today's world with NIL and even without NIL,
Ohio State's a prestigious program.
I would say I can't understand how they don't have a better kicker, but they do.
They have a better kicker on the bench, and for some reason,
Dave continues to go with this guy just misses everything.
Anyways, disappointing outcome, disappointing finish to a year where I think even non-Ohio State fans would probably agree.
Most talented team in college football, probably by a good margin, they're going to have five, six first-round draft picks next year.
The defense is loaded.'ve got two the best wide
receiver maybe two of the best wide receivers and in uh in the nation and just uh i don't know
got out got out coach got outplayed uh kind of hope miami wins it now and i also am rooting for
complete carnage i i will say this i'm not making excuses i say get out i'm gonna get outplayed
i do think the format is they need to make some changes to college football playoff and i think the biggest
thing is these teams that are on buys it's just too long they give them like a month off it's not
they should have moved everything up a week and yeah like last year the all the teams with buys
all lost this year the first one loses i kind of wouldn't mind, all the teams with buys all lost. This year, the first one loses.
I kind of wouldn't mind seeing all the teams with buys lose again.
And you would think it would force a change.
It's just, it's a bad...
And not only do these teams lose, I think in every instance,
the teams on buys all got down to like two touchdown deficits
in like the first half or first quarter
maybe um yeah anyways no that's enough football more than i was planning on talking about this
morning i am excited i am excited uh for 2026 uh happy new year everyone hope you all had a
much more enjoyable night than ohio state fans did i actually had a fun night i am um
than Ohio State fans did.
I actually had a fun night.
I am,
said I'm accepting
and proud of becoming
a honorary Latino.
And,
man,
they,
they love their holidays.
Just a fun bunch,
let's all say.
But enjoyed the evening,
had a lot of fun,
and did not sing any karaoke.
I got to witness some karaoke.
Did not sing any myself, but it was a fun show.
And I have, is Diego out there yet?
Diego, I did score some Pan de Jamón.
They actually got some at the Super Bravo,
the Latin supermarket, like the Latin bravo the latin uh supermarket like the latin publics
from their bakery they had one so i wasn't able to make it to the the actual bakery where
i got the prior ones but yeah we scored a pande jamon today and um am i'm am i'm in i'm in time
out or von fron's in timeout pain.
Speaking of pain, I know we've made some,
commented about some changes we're making.
First one here, you see a little fancy new change of color theme.
We'll probably maybe do like a full rundown at some point. I will. Let me show you this real
quick. You know, a little logo adjustment. Nothing, nothing major, a little soft, just
starting to evolve. And I'm really excited, really excited where we're at. Really excited
where we're heading. I think it's going to be a fun year for many and I'm grateful to be here grateful to
be um no I'm just tired man I have not I don't I don't hit the pengement anymore um pre-show
actually that's probably what I need I'm going to spice up my coffee here in a second. That will get things going, I think.
But let me say this, because the first, yes, 2026 is the year of Coffee with Captain.
And not only Coffee with Captain, Cooking with Captain, I think we got a few things we need to solve for the show first. We got a few things we need to get done and level up and then as soon as we're leveled up
we will um i think we're going to do coffee cooking with captain maybe not be cooking with
captain but you know some spinoff shows could be fun and um i'm curious pain and we're talking
have i ever have we ever talked about the origin of coffee with captain like why coffee with captain
chat let me know if we ever have we ever had that conversation like why where it came from um any any of those thoughts why why
i'm doing this i got a couple of things i'm going to ask you a little bit lighter show i'm not
expecting it's 8 a.m on a new year's eve and a lot of people are out late and last thing there are
are um thinking about is is hanging out with us as there's probably nursing a hangover.
I couldn't imagine. Um, like I'm, I feel like I'm hungover.
I'm not, but I feel like I'm hungover back in like when I was like 21,
22 and didn't really get hung hangovers. I just, I'm, I'm,
I'm definitely dragging. Um, so we'll power through this.
I am grateful to be here. You guys will feed me some energy and um
yeah we would like to take down sun frontin but um or von sutton we're going von sun i think sun
frontin hits better but you're the uh you're the you're the dad so uh but do give us a like
a subscribe a comment big hugs tiny kisses and yeah, it's just exciting for many things.
I am trying to get my thoughts together and which excitement to share.
I did pin up top, courtesy of my copywriter, Von Fronten, I did pin up top 40 incoming TGEs in 2026.
I think they'll all hit in 2026. There's a chance some of them punt for another
cycle. But we're going to talk through some of those. I'm curious, take a look at that list.
Is there any not listed there that we know is coming or expect is coming? Anything we should add to this upcoming tge list because while some very anticipated very hyped
base abstract open c backpack i thought backpacked already tge'd uh backpack is the um it didn't, but it's the Mad Lads, right?
Is that correct?
Mad Lads team is the builders of backpacking.
What is it?
Is it a wallet that they're building?
I should know more about this, but I just never got into that Mad Lads ecosystem.
Probably long overdue.
So here would be another ask this morning.
If anyone knows anyone in the mad lads
ecosystem would like to get that team on um continuing to look through this list here mega
eth i've got i've got a pinned up top and pulled up on the screen for those watching video
mega metamask zama not familiar with that one polymarket i don't know if they'll tge this year
or not uh phantom billions i also thought we had a billions billions tg um i'm just taking this
for face value and believe it hasn't happened uh bungie quirky quirky fell off the stage if
you want to come back up happy to uh get you in here um even if you wanted to hit on some
college football or something that i've already moved past you're welcome to um ethos
mendo ai katana wallchain rainbow brevis citria more markets hey elsa ai banter kindred Mendo AI, Katana, Wallchain, Rainbow, Brevis, Citria, MoreMarkets, Hey, Elsa AI, Banter, Kindred, Edgen, IDOS, ZEAT, and Yeet, Euphoria, Aligned, OpenMind, GTE, PiSquared, Arceum, Vlair, Aztec, Midan, Paradex, Wallchain, I think Wallchain got mentioned twice, yeah.
aztec miden paradox wall chain i think wall chain got mentioned twice yeah um pharos re glider
influence so there's 39 we need to help them out with at least one more so they get their full 40
i do and there's just not all these tge i think most have been at least teased or looted if they've
not straight up said we have a tge coming, whether it happens in 2026 to be determined.
Some of these I've heard, I've seen talk, like OpenMind is one.
I've seen a lot of people talking about the timeline.
I have no idea what it is.
I'm not going deep.
Some of these I need to decide, okay, what do I –
you can't change.
I mean, you could.
And it's probably worth him going and creating an account
with most just so you're at least active do something minimal so you can qualify for like
tier one or tier zero um but you can't spread yourself too thin if as it relates to capital
so if there's you know if you gotta if you gotta if their points or rewards are based on the volume that you're staking or trading with, you just can't spread yourself too thin.
You're probably better off.
Like I was saying, the lighter airdrop was a pretty decent hit.
Congrats again to those who hit that one.
Shout out to Phonics and Mayhem who got me in there.
I ended up getting liquidated on that.
And I shared I moved over like a Fartcoin bag.
It was maybe a little less than a grand when I moved it over.
Got liquidated.
I was expecting maybe like $20.
Ended up being a $750 airdrop.
I probably should have checked before I said that.
I looked at the chart this morning.
But my point being is it was almost one to one. I almost got an airdrop equal to the amount I had moved over. And imagine if I hadn't taken the L. Imagine if I had actually been a profitable perpetrator over there. It would have been a really nice win. But, you know, there's doesn't always play out. There's a world where I, you know, get liquid, you know, lose a grand on lighter, and then I get a $10 airdrop
like that, that also can happen. So I think, as you look at these TGs, and what to attack and what
to put your time, your attention, your capital to, it's, it's twofold, right? It's like, okay,
which ones? Can I just participate just participate which one first of all
any ones you enjoy things you're passionate about things that you actually like and could see
yourself using post eg that's the best um because it doesn't it's not going to feel like a farm if
you're actually using it and that's most of these protocols you would think they want real regular
users um once you get past that then it's. Which ones can you maybe qualify for just by being active?
Uh, and then, and then, you know, the capital comes into play.
I think what I did not do is like a Delta neutral farm.
And I think that's something I would, I would, you know, talking new years and things are
where I want to get better is i'm not looking to become
a dev or a you know a programmer but i would like to up my defy game and you know probably start
really small but work with create a bot that i can do some of these open some of these delta
neutral trades and keep keep a position where regardless of where the market goes, my upside is limited, but so is my downside,
and become a better farmer. I know other people are, I've done it. I don't necessarily like
just pointless farms. But when we're talking with AI now and automation, like
somebody don't like that. So it's Washington's, it's not like there, there is ways to earn yield in Delta, you know, close
to delta neutral positions. And then if there's a TG on top of
it, you could win bigly. So again, curious if anyone in chat
has any other TGEs that we not listed here, anything that you're
looking forward to, or just on this list, what are your favorites? What are your favorites coming up? I, um,
Maggie is number one for me, probably by a long, long, long shot, uh, partially because I am,
uh, vested there. I got in the, uh, the fluffle round as well as uh not the earliest but the last um the last echo round as
well uh so excited about that locked up for 12 months so um but my excitement is the reason i
got in both those rounds was because of how and what they're building um excited to see that thing
get turned on and what else we might see done on chain as,
uh, you know, now that more is possible with, with the, uh,
with the speed, with the perform of blockchain, like,
like mega ETH will be so excited about that one. Um,
Meta mask open C I'm not going to let myself get excited just because I don't
want to get let down. I'm setting my expectations low.
And if those two in particular reward volume from 21-22, it could be a really nice year.
I mean, I would like to, looking at this list, I'll be disappointed if 2026 isn't a six-figure airdrop year.
I'm not saying that like, oh, look at me.
Like it should be.
Keep it in mind, I've got my mega ETH allocation right now.
I think it pre-market trading should be north of a quarter of that.
So it should be, say, 25% 25 to 50 of that should be just in mega
eth um now because it's locked up i you know i may not realize that in 2026 but all in at least
unrealized uh i my i feel my conservative expectation is six figures, and that was not the case coming into 2025.
I'm sure there was a few.
Probably OpenSea and Abstract
that I might have been expecting in my head
heading into the year.
Monad maybe.
I thought I might get a little something there.
But yeah, curious what all you are looking at
beyond the list I've got pinned up top here.
Keeping up with chat, my brain still is not fully functioning.
I'm going to need someone to jump up on stage just to give me 30 seconds to go fill my coffee.
But yeah, Sun Fronten, we will be coming for you in the YouTube streets. If you haven't yet done us
a favor over there, those like the subscriptions, it's all free. And it does help us out a ton.
As we start putting more focus on these channels, you may have started noticing some clips,
Streamy are just up there, their AI clipping game pretty significantly.
I'm going to hold my just as I hold myself accountable to showing up every morning. One thing I've not done is in the volume shooter game on X.
I'm not going to spam your feeds with, with dumb stuff, but I, oftentimes we have great
conversations on the show. We have, whether it's scheduled special guests or impromptu
conversations that it's good content. I know, I know I'm very biased,
but it's often not even just myself. It's what y'all bring to the show. And I want to do a better
job. We want to do a better job of amplifying that, letting others know. I know, shout out to
Blue and Boo and a few others that have offered to help with clips. We absolutely are going to
take you up on that. And, you know, for that
matter, any anyone that's, you know, excited about the vision here, what we're building,
you know, reach out to myself or pain. We don't have I mean, it's true, like, internship type
opportunities is we don't have a we're not funded, we don't have a budget, we're just
we're truly bootstrapped. But our, our, our effectively our model our model is you know we've got a pie and if a sponsor or
brand deal gives us a you know pizza we share those slices with everyone who's helping us grow
so um and thinking about doing some more as we focus on growing other distribution channels
uh focusing on you know some actual metrics like okay we do want to
exceed the sun front by the end of the year hopefully doesn't take that long but as you you
start seeing the other videos and stuff here on x is where we will start then our youtube shorts and
keeping our focus and as we go through not just a slight rebrand,
but more so a refocus on the show, the structure.
Today is not going to be a good example because of me just being still semi
half asleep, but yeah,
really excited about where we're at and appreciate you all that have helped us get this far.
Oh yeah.
Um, wait, oh, oh, I just saw no sound on space.
Like, oh my God, if I've been talking for 24 minutes, you guys haven't heard me on spaces.
Um, so quickly catch up with the chat and then I'll go to quirky quirk here and I will
refill my coffee.
Uh, so other, another one, Myriad, that's a big one. There's our 40th. Good, good call on that. Mesh Mesh. Yeah, thank
you. Bronto. I'm not I've heard that one. But I think that's on mega ETH. It looks like
cap money on mega ETH is not I thought he was saying i was money but i guess there's a cap
money uh that's going to be on mega eth so cap money myriad and bronto do we know what the leading
decks what the what the like what's going to be the lighter of mega eth what's going to be the
hyper liquid of mega eth i would be curious if we if we uh have any takes on that i know like euphoria and there's some others that are more like gamified but um yeah
and diablo you say he says i might be lucky to make a couple hundred bucks on all those tges
maybe and that's probably the right expectation to have but you just you just never know like
in some of these if it requires very little capital
if it requires little time at least get yourself in the game right like i wasn't expecting to make
but a couple bucks on lighter but i got myself in the game and ended up making 750 bucks it's not
nothing and it wasn't that was again i'm not saying everyone should just throw $1,000 into perpetrating. But, you know, there's ways to, I don't say grind or overly farm this stuff. It's just, there are a lot of opportunities. And I, I've been here since, you know, this marks my fifth year started in January 21.
As far as an active participant in the space, I can't remember anything remotely close to
this in terms of the amount of TGEs known heading into the year.
There's also like, which ones aren't we aware of yet?
Which ones like, there's a team that met last night at a new year's party and networked
and decided hey let's let's take this idea and run with it you know a technical founder and a
a uh a non-technical founder decided they're going to launch something in 2026 and
you know we'll first hear about it in two or three months and then come q3 q4 they'll tge
come q3 q4 they'll they'll tge i know some of these the open seas the metamasks
um the the bases have been going on for a long time and it seems like forever
it's not always like that like it there there will be some that will launch and and soon after
launch it won't be like an extended points farm they will oh you know another one project x
i would add to the list.
I think they'll probably have a TG at some point for those that were using
project X on, on Maggie. There's just, or I'm sorry, on a hyper liquid.
There is so much coming.
I don't know if there's ever been a better time to be a active participant
to earn income from crypto without having to throw a lot of capital
at things just by sure volume you know if you just go and i would love someone to do this it'd be
a lot to track but just so i'd love to see someone just do the minimum effort just like
create an account and do whatever like minimum steps they're asking
you to do to theoretically qualify for their first tier. You know, most of these TGs are not
equal. Usually it's, you know, you get, you know, minimum qualifiers and then, you know, whales or,
you know, their points leaders, their leaderboard. But I'd love to see someone just get minimum tier on every tge that's that's
known this year and i'm not saying minimum tier would be six figures but i i think
i do between all the tges between the content and um opportunities i'm talking info five just
opportunities we had a good conversation with jon Jonah yesterday and what he's doing on on Instagram and how he's growing his,
his content there. I saw, um, actually I've got a post minister out today. I think it's still my
drafts. I may fired off here in a few minutes after I'll give it a little more time for the
space. Sleepy, sleepy New Year's day. Um, shout out to everyone, all the real ones who are up
bright and early and joining us joining us, appreciate you all.
Quick reset, and then I will get quirky quirk in here.
But if you haven't given us a like or repost on this space,
the audio space, would appreciate the help warming it up.
So those that are up and out,
they're missing out by not catching my raspy voice this morning.
But two things.
One, I do want to send out this post about,
this came from the head of Instagram.
I will, remind me to come back to that, the head of Instagram in the post I want to send out.
I can't trade in the chat.
It says, the Delta Neutral strategy you're talking about is the entire basis of the founder of Tasty Trade.
Tom Sosnoff and the co-host Tony Batista use.
It's all about saying Delta Neutral across your portfolio and adjusting contracts to essentially hit your ROI target with minimized downside risk.
Don't know if they do this with crypto other than ETF exposure, but you literally can't find two guys who are better at the strategy than them and their YouTube.
So cool.
I wasn't familiar with them, but I will.
I just gave them a follow and we'll go check it out.
Appreciate you sharing.
I can't trade.
Quirky Quirk, GM, welcome to the stage.
If you, I think you're there.
Check, check.
GM, GM, yep, I'm here.
Happy New Year.
Thanks so much for jumping up.
And I am curious if you have any takes on the TGE list. There's any that I haven't mentioned
that you're looking forward to.
But also feel free to take it in any direction you'd like.
No doubt. I'll give you that 30 seconds to grab that coffee.
It sounds like you need it. But no, I appreciate you being here every morning for us all the mornings.
It's a great way to start the new year and i i really appreciate how you bring us to this uh lovely
watering hole most mornings of the year and uh cultivate this ensure community growth and
conversation so i just wanted to say that and appreciate that first and foremost so you go get
your coffee i can uh i can i can ramble for at least 30 seconds while you do that if you like
and he's gone.
Good.
Perfect.
Well, I, yeah, no, the list looks great, honestly.
And I'm really excited about kind of digging into this more because a lot of them I've
recognized and realized and have seen before a lot.
They're still out there that I have not.
I kind of want to take you up on that challenge, to be honest, and just kind of work through this list and figure out ways to get myself at least minimally qualified for
whatever tier I can and then report back. I think that would be actually a pretty, pretty fun
adventure to go on for 2026, at least to start the year, because there's obviously a lot of
excitement. The ones on here that maybe i'm
not quite seeing yet and what i'm most excited about are some of these combinations of ai and
blockchain uh i'm really excited about some of these privacy making chains that are existing um
making chains that are existing um that will help people to more easily and safely use
language models mixed with uh ai obviously and the blockchain and tokenomics so there are a few
out there that i'm aware of that i don't think are on this list yet but i will try to dig into
that a little bit more because i love i love I love the way that that segment of what we're doing here is playing out.
I think it's going to be a fun confluence of things for 2026.
Have you been made aware of many of those plays?
Or maybe some of these on here are that, and I just am not quite aware of them yet.
Yeah, conceptually, yes, I agree.
Yeah, I conceptually. Yes, I agree. I think this was probably my leading thesis coming into last year was I thought AI agents would be to the 2025 when NFTs were to 2021. That was wrong or early.
coming there. I don't think it's in the form of, we're going to have a bunch of AI agents like AI
XPT, and they're going to be billion dollar tokens, more so AI helping us be more productive
with our on-chain assets and helping, maybe we're an iteration or two away from helping normies uh in d5 but those of us that are here
like i think about you know the last the the nft cycle and i was not i was but i wasn't
productive with my assets like i was early to nft5 tactically, one of the things that helped me grow my portfolio more so than anything else was using NFT fi. And I would, you know, I didn't put much capital in the space. You know, I think of like, look at like Diabolito's comments. Like that's about where I started. Like I had, I had some ETH and a Coinbase account a Coinbase account a little bit of Bitcoin and Litecoin
and I moved some of that over and started with Top Shot but all in I think like fiat cash into
crypto in 21 it was it was less than a grand and I just I hit Top Shot early did some flipping
there but I don't even know if I ever really cashed out much on on the Top Shot front I just
kind of round-tripped most that bag but I got then i started with when i set my mana mask wallet i think
i made it might have started like 0.2 eth and bought some horses on zed and um you know did a
nifty uh nifty gateway faces from blau and you know i've told the story about minting apes and
i had i i believe had like 0.25 in my wallet
when I met men and apes, I'm in one went to sleep, woke up and, um, my dog woke me up and went out
and discord was popping off. Like, Oh, I better mint a couple more of these. I thought I had weeks
to maybe mint some extras. And I, I had made a little over, I don't know exactly about a little
over 0.16. I basically admitted as many as I could with the remaining uh dry powder in my hot wallet and um i say hot well like i knew the difference
at the time and um but yeah that was it so i took let's just say on my eth journey about 0.25 e
and yes i know it's oh well you of course you hit it you minute apes you got lucky
whatever i'm not saying like that exactly is going to play
back again. But my point is instead of having to keep putting new capital in
every, cause I didn't sell those apes. I didn't, it wasn't, um, I ended up,
I did trade one and then would sell another one later, but it was,
it was a during the run-up building my portfolio was using my assets to be
productive. There was some airdrops,
third party airdrops that others were rewarding for holding set assets, but more so,
it was, you know, I, there'd be some hot mint, I'd take a loan off an NFT, I'd pull some capital
out of the NFT, I go mint the thing, flip some and then pay off the loan, rinse repeat. I did
that probably 100 times, and was able to grow a seven-figure portfolio
with about started with about 0.25 ETH. Now, I know that those expectations may not seem normal.
It's not about the dollars and cents, not about the numbers, rather how I was able to do it. And
this industry, unlike anything else on the planet, in my opinion, it does present opportunities for
rapidly compounding your capital. It goes both directions. You can also burn your capital.
But I'm not just talking like opening up a 40X levered long. I'm talking about
talking like go opening up a 40x levered long i'm talking about using the air assets as collateral
being smart with it doing some of these you know implementing some of these delta neutral strategies
there's ways to so as i shared the nft5 story was a a tool of resource that helped me grow my
portfolio in 21 22 23 to quirky cork's point i think in addition to nft fi i think there's going to be there i
mean there is today these tools these resources exist i think there's going to be more that are
deliver great results and we also have as far as ai goes it's just fact of matter is a lot smarter
it can it can be a lot better today than anything that existed back
then so yeah i don't know anything specific quirky quirk uh if you have any ones you want to call out
feel free to do so but yeah i'm remaining extremely bullish on the intersection of ai and blockchain
tech yeah totally i think i think you're absolutely right i think and i think what this space in
particular and what i've found and when people I talk to
who are not as excited about the word crypto or blockchain or AI, when I bring it up to
them, I see a lot of glazed eyes still today, which is actually exciting to me.
I kind of work now in the intersection of healthcare and AI, and I get to talk to a
lot of people who really are quite averse to AI, especially in the
healthcare industry. Sometimes, even though healthcare as a whole is actually one of the
largest adopters of the technology, there's still lots of practitioners and providers and
doctors and nurses and staff that are completely like, I do not want anything to do with this.
that are completely like, I do not want anything to do with this. But that all being said, it's fun
to talk to them about the power of it and how it can make something that they're doing way more
efficient and way more effective and help them on their journeys to be a better provider or a better
staff member or things like that. And what I've loved about
this community is I think we're always on the edge of these new technologies. And I love the
fact that I'm in all these different communities that I explain to people, it's like, you know,
being in a network of extremely forward thinking early adopters, right? And I learn so much every
day on this space, on other spaces
in different communities of this new technology that maybe can come to the table that can maybe
help people out. And that's what I've loved more than anything about my Web3 journey is the
networking and the people that I meet and the ideas that other people bring to the table and
bring to me and bring to our communities as a whole. Because like you said, there's so much
opportunity and like we still might be a cycle or two away from things, but at least we're aware of
it, right? In a way that allows us to set ourselves up or to dive deeper or to learn more or to
iterate or to build ourselves to hopefully put ourselves at that front of the wave for when that
wave or the multiple waves finally hit at the same time,
which I do think is finally that confluence of AI and blockchain and tokenomics
and incentivizing people to do decentralized things for the betterment of the whole.
Yeah, I –
Not bad, not bad. How are you saying that?
We got a little feedback there, but...
Oh, I agree. Well said.
And it's...
Yes, the opportunity to make money is going from a little to a lot by being active, by being a beta tester, by incentive reward programs and airdrops, etc.
It's incredible, Unlike anything else.
The, the, what really excites me is this front row seat we have to this, this bleeding edge tech, and it's going to be bumpy.
There's going to be misses along the way.
Some are just simply never going to find product market fit,
but just looking at this list, it's way way more than 42 there's the three already shared in
the abstract chat there's a lot that um i mean i can probably go to i mean i may grow this list
to 100 today if i can if i if it's if it's doable you probably can just by going to like kaido and
zeet and and look at their pre-tge lists but um yeah you're gonna make this challenge way harder
for me huh i? I was just
telling how I'm going to go through this list and actually try to take you up on that,
figure out how to work my way through it all and get myself at least onboarded on most of
these projects that I'm not yet onboarded with. I'll try to keep track of it too, because I think
that would be a very fascinating experiment. Yeah, keep us posted. That's the question I
have for everyone today. I'll pull this list back up again if if you had to pick three what three are you
picking if you had to focus your time attention and and capital on just three of these tgs and
could be one that's not not even listed yet but if you had to pick three what three are they i'd
like to hear from everyone in the chat pick let it drop
drop there what what's your top three i already said mine's mine is mega eth is number one for me
um uh pain says tough feels like it depends on how much time you had invested in 2025
meaning like how much time you invested in each of these respective protocols.
That's also certainly going to,
it should weigh into your answers here is if you've already like, you know,
abstract, I don't quote unquote farm, but I stream over there every day.
So I am, I am vested base. I've been an active participant on base. I've not actively farmed it, but I hold a lot of base assets and we're going to create a creator coin.
I kid,
maybe,
I don't know.
We are going to do something over there.
I want to know when,
when pizza with captain starts,
because I want to be part of that.
Yeah.
We're going to do something over there.
It's just,
there's too much.
I'm not a fan of creator coins.
I think it's flawed in its current state but of this list if i had if
you gun to my head i had to pick right now off this existing list i'm i'm gonna say mega eth base
and open c don't let me down steve mega eth base and open sea would be my would be my top three
and those are major major tges like these are ones this isn't like oh this thing might open up at you
know 10 to 50 million dollar market cap these should be major billion dollar fdvs at launch
and they're going to be crowded there's going to be a lot of people in these there's a lot
of people been farming them for years so sometimes there's two paths you can take one are like what's
the sure thing if i go and put time and energy into um meggy or abstract like you
are going to get something but you also know it's a it's, it's going to be crowded. There's
going to be a lot of people also participating where sometimes it's can be advantageous,
can be plus EV to find something like, and I'm making this up. I don't know. Uh, but my,
I haven't heard of doing some research and finding what's the under the radar
teach like lighter is a good example. There was a lot of reasons to be bullish on LIDR.
The crypto czar, David Sachs, is one of his funds.
I think he maybe diluted his or had to divest his holdings prior to,
but they've got a strong cap table.
There's a lot of reasons that you could have saw,
you could have built a very strong thesis as to why lighter would have been a
good protocol, a good platform to get active on.
It wasn't, you didn't see every KOL in the timeline talking about it or some,
but it was one of those that was kind of under the radar,
at least for a while.
And I think there's others that are probably on
this list that I have no idea what Aztec is. For all I know, it could be the cook of the year.
I'm not saying it's that one. I'm just picking randomly here. But sometimes finding the ones
that maybe aren't as sure of a thing, especially if it's something you enjoy and you think you've
got a good product. I will say this, though tokenomics matter, how they go to market matters. They
can have a great product, but if they botched their TGE, they
got a great product and great community if they if they fumble
their TGE and they they don't open up with enough liquidity
and they don't have market maker like it. It's not gonna matter.
It's really hard to recover if someone botches a TGE big time.
But finding those diamonds in the rough,
if you will, can be very advantageous.
So let us know in the chat.
If anyone wants to talk through,
you're welcome to jump up on stage as well.
But let us know of this list,
what are your top three
that you are going to be focusing
your attention on in 2026?
Do you have three?
You know, I think I kind of echo what you're saying.
And I also tend to be someone who's a little bit in that all or nothing kind of mentality that I have to be aware of to try to counteract.
And I think a lot of people will see, oh, well, OK, like base, abstract, open C.
Those are obviously massive ones there's so many
people in it so many people already in the ecosystem like what are you actually going to get
but like they are so big the pie is so big to split that it's going to be more than nothing
right and worth your time and worth your energy to dig into it so sometimes i need to recalculate
and just put myself in the mindset like hey like i might not be first in there and there's going to
be a lot of people doing way more than me but it's still as a whole going to be
worthwhile to be paying attention and investing in it not just giving up because i think i'm too
late to the party you know we're all still still in this and have lots of shared shared uh excitement
to partake in i believe yeah no i don't think anyone is too late um you might be getting into
a crowded a crowded trade but it's still very early on all these most are still in beta most
are still i think that the thing is like also not just which ones you're going to attack but having
a plan going to these you know are you are you selling immediately as soon as it hits your wallet are you do you mind meeting my quick right just get some oh yeah my bad do you um are you um
you know are you going to sell half at t at soon as soon as you hit your wallets are you going to
wait the three days and see if it does get that initial first pump most tokens in 2025 performed very poorly like there's a few gyms that outperformed
but a lot of them that launched in 2025 are down 90 to 99 from where they opened
it's going to happen with some regardless what the team does i think some were probably
poorly done i think others were maybe overinflated we've talked about the c defies new approach this
imo initial milestone offering i think it's a bad name but the the thesis is they are you know the
team might get like 20 of the funds at at tg and the rest they have to hit milestones to get
unlocked and if they don't i'm guessing there's the pre sale money will be returned to the the early investors. I'm hopeful, cautiously optimistic,
that the teams that go to the TGE in 2026, they have not even second or third mover advantage,
like they've seen a lot of teams fumble token drops.
Now, you'd also have the best tokenomics and the best executed TGE of all time.
But if your product's junk and no one's going to use it, the coin's probably going to run to zero.
So it's identifying products, things that you're excited about, things that you'd like to cheer on,
things that you'd like to rock their jersey.
I'm excited about Meggie.
That's easy one for me to get excited about their TGE because I like what they're building. I'm going to, I'm going to be active there.
The fact that I get a loyalty reward and some of your rewards is just cherry
on top. It's something I would do without TGE.
So if you can find those, that's an easy one to,
I don't want to say over invest, but talking your time and attention.
Things like, I'm not trying to take direct shots, but I agree, like MetaMask would be
what I, I don't, unless they come up with something, hey, here's what we're going to
do with the token, here's our plan, which I don't know what they say. I'm pretty bearish on
okay um i'm pretty bearish on um not just metabass but mostly tokens for wallets until they
give us until we see someone do something good with it and give us a use case to hold hopefully
give reason give others a reason to buy the token so often we we saw teams go to market with, there's literally nothing you could do with the token other than sell.
I'm rattling off chat comments here.
We're going to highlight pain today.
I do like the new green.
I like the new green.
The green banner is looking good.
I dig it.
I think OpenSea will be so widespread
and X-Bishop is so high.
It'll be peanuts.
Love you, Steve.
And that's also once things are so,
I said I caught it a crowded trade earlier
and expectations are so high,
it's going to be very difficult for them
to make everyone happy.
They won't make everyone happy.
I hope they make me happy.
I kid.
I hope they make all of you happy as well.
Base, OpenSea.
Can't even think of a third.
Wow.
No Maggie Ethelov on frontoff what have i done to you is it because i'm not i'm rooting for alabama um he does add abstract
might be a thing but worry they missed the window i don't think they missed the window
i just don't they they need something else. They need what's next for Abstract.
I don't know what, Duke?
Sorry, he was making noise.
I don't know what he was getting into.
I don't think Abstract missed the window.
I think they need to kind of reset
like what's next for abstract before they tge
um pain pain almost up to a million uh ggs my um i haven't checked my actual
points um i will go do that right now actually i know i'm in the um
i guess the the gold tier i'm eligible to stream wow million points is a lot dude
congratulations um yeah so at a million you hit a million he gets into that platinum tier
whatsoever next i'd kind of given up on that um was just being satisfied with my my gold tier
thinking i couldn't make it and i still kind of think like that but i'm at like
260 000 xp um so i'm like 25 of the way to a million not expecting to get there but if it
ends up being like this is like um a q4 thing as opposed to q1 or q2 um i don't know maybe maybe i should put the focus there to get into but i just my
my concern with abstract is i don't know what is next for them i like their portal i think it's
good they have streaming i just don't know why where do they fit in in the competitive world of
Where do they fit in in the competitive world of just the ones we've just mentioned, MegaEath and Base?
What's Abstract's unique selling proposition?
I don't know.
I'm truly asking the question.
I like it.
I want them to do well.
I just don't know what it is.
MeshMesh asks, not sure about MetaMask, probably need a lot of volume and their fees are really high.
You're going to spend a lot on gas.
If you're already using MetaMask, do swaps anyways,aps anyways might be worth it so i did this back in the day i did a lot
of swaps in metamask attempting to front run this someday token and i don't know if they're ever go
back and give me credit for that historical activity or not i don't use the wallet anymore
it got it got unusable for me i should it another chance. I should at least go and, again, take my own advice and at least do the minimum start on their reward, whatever
their current program is, so that I at least can get whatever historical usage they would reward.
Happy New Year to you as well, Diego. And quick digression from the token I would here's something else I
would go all in I would go hard on a TGE if if I don't know how you say it's panetone it's
holiday sweet loaf I don't know how to describe it other than that but it's another
you know that and my panda jamone today is um what i will be enjoying
kicking off the new year with a bang um so two other things i'm going to land this plane here on
base in particular diablito adds abstract z myriad done some campaigns on wall chain
um diego agrees it is delicious so that's you could probably find this
at uh like walmart republics i think you don't have to go to any specialty store to grab those
but that's that's my alpha today um back to base and i mentioned in passing crater coins
not a fan in their current form what i am a fan of is the ceo that's in founder mode on the timeline
not a fan in their current form what i am a fan of is
it's not just jesse and other people specifically on the base team you got on new year's eve brian
armstrong had a great chat with thread guy lots of good ideas thanks for the thoughts and he
quote tweeted the third guy's video from a couple days ago where he said, I'm never buying another Crater coin.
This was after they kind of, kind of a lackluster approach to Nick Shirley,
you know, the guy who went viral with the Minnesota video, launched Crater coin. And,
you know, it is weird that Jesse was like bullposting Soldier Boy's 50th coin, but yet didn't talk about Nick Shirley.
Like they actually somehow, someone got to them, they actually onboarded a insanely viral creator.
I mean, he's done his media rounds.
Nick was on the All In podcast and he's done several others.
I've seen a bunch of clips where he's like the person, like all the big shows are bringing on nick to talk about this expose and
and uh you know the daycare fraud and stuff why why didn't jesse do that on base why didn't jesse
do that with him on zora like what it just feels like i a i, their current form, I think they need to evolve.
They need to do something different than just what it is.
I've seen some ideas.
I've seen some suggestions of someone, I don't know exactly how technically it would work,
but someone suggested a community coin paired with the creator coin.
And they went into, I'll see if I can find the thesis so I can do it better justice.
they went into i'll see if i can find the thesis so i do it better justice but
i just i for the life of me i can't understand like they're pushing it so hard
creator coins and their base app why aren't they doing things there like what that's what i'm
missing like why didn't and maybe they have it I just don't see it. But like,
why is it? Why doesn't Jesse host? It doesn't have to be
daily. Why doesn't he has a weekly stream on Zora? Why
doesn't Brian host their next presentation on there? Like, I'm
struggling to understand why the team isn't executing on that
front. That seems like kind of the low hanging fruit. Maybe they do.
Maybe they take the feedback because it wasn't just thread guy.
This is another one that he said, awesome.
Let's see if we can communicate this more clearly.
This was in response to Lenart who said, you know,
some people ask what, what a course correction could look like in practice.
These aren't prescriptions or a complete list, but it are 10 concrete examples of how base
could rebalance communication strategy.
I agree.
They do have, or did have a comms lead shortly after OpenSea hired Steve.
They put, I don't know if it's still open.
If anyone go find that listing, maybe they filled it. Just haven't announced it yet.
But I think that's important.
Bring on a comms professional.
I know you got Jesse.
I don't think he's a comms professional.
I know you got Kobe who's doing the Lord's work on Twitter DMs and comments.
And he could be fine.
It's just not his, the guy.
I'm amazed that he continues to grind like he does um audience targeting don't neglect ct onboarding ux reality objective analysis of opportunity cost
revaluing assumptions recentering the general purpose on-chain economy base app app discovery
first more founders inside the uh the base team base token on as base currency for the on-chain
economy let's get into it And he goes on to break it
down and goes into detail on all these. And again, more so than
the specifics, is the fact that Brian is in the weeds, engaging,
hearing the feedback, hearing the critique, listening to the
ideas. That's, you got my attention. I know they're not
gonna I'm not saying they'll make all the right moves, but how he's moving. It is impressive. And
it wants me to throw more support behind it. It wants me to, okay, they might figure this thing
out. I don't think it's there right now. I'm at the highest level bearish trader coins.
GG Zotis.
He's got the cane with his code already.
Good pick.
Again, my point here being is,
this is base is general purpose,
useful for lots of cases,
payments, trading,
DeFi, building an app economy.
Our goal is to get distribution for every builder on base.
That's how they can win.
They have the top of funnel edge, but I don't want to see them fumble that.
Robinhood is coming for them.
Robinhood is building the everything app.
They're going to have perps.
They're doing all the things.
And I know I'm getting probably a little too granular here on base.
It's going to be a highly anticipated TG.
We may not even see base in 2026.
It's going to be interesting because you've got base,
which coming from a publicly traded company
and coinbase who has stock and shareholders how they navigate this is going to be interesting
another one by the way i just saw uh on on the timeline apparently trump is let me let me find
the exact apparently trump's doing a token for Trump media, their shareholders.
Not another meme coin, but something for, I saw the post and then it, my screen refreshed,
so I can't see it. But if anyone knows what I'm talking about here, let me know.
Maybe it was Zoomer. I will get back to Coinbase and finish that thought.
But just one more.
Okay, yeah, so here it is.
Trump Media to launch an airdrop and airdrop new token to its shareholders will also have
benefits for Trump products such as true, true social. I don't
know which way to take that. I just when you go back to the
year of TGE, we've never seen anything like this before. This
isn't like, probably going to be like the roller coaster.
At some point, the thing's going to stop, you know, stop spinning the death roller coaster,
whatever they call it, the death loops. But my last thought on Coinbase, why do they have two apps?
Why do we have Coinbase wallets still in the base app?
Why don't they just merge those together?
Wouldn't that help with onboarding distribution?
What am I missing there from a strategy standpoint of why the separate base app?
Why not build them all under one app?
Two apps just doesn't make any sense to me.
Can't figure it out.
I think it's also where Robinhood has an edge. But all that to be said, Brian's in the weeds. He's got a sound
team around him. What can I do to better position myself on base? Other than going and buying NFTs
or coins over there, we're going to do something on Zora.
We're going to get involved in that community.
I got into Base Builders, TGE.
It's a big ecosystem.
And of all the ones that have real sustainability,
if you had to pick maybe another way to ask this TGE question,
Maybe another way to ask this TGE question.
If you had to pick three of these that would still be around and still be a going concern, like the protocol is still thriving or start to thrive, thriving in 2030, which three would you pick?
I think base, it feels pretty confident that base is still going to be
here in 2030 now in its current form not exactly certainly not what does the space look like by
then i don't know i can't think in five-year timelines here all i know is yes it's going
to be crowded but it's one that where i feel you you've got little risk of it going to zero,
like little risk of it just being, it's not going to be a rug.
It's probably not your biggest upside, but it's a good one to, if you're here,
you probably should be, if there's things that you, that they,
they're teasing or things that they're alluding this could be beneficial for an upcoming
tge probably worth going and checking those boxes maybe it's just too crowded similar to
the open sea comment there's just so many people it's so wide they're never going to hit expectations
what if they do what if they nail it what if they make these changes and it takes off? I just, it's one that with such little
downside. He if you're here, you probably should be doing some
sort of minimum activity on base, they're attracting good
builders, we just talked to the bz the other day who's who's going
multi chain, but adding base to their, you know, the chains are
going from flow today to adding base to it to their, you know, the chains are going from flow today to adding
base to it. You know, Jonah just popped up who's building on base and Coinbase Ventures is also
another thing. I think that's a, you could use Coinbase Ventures as a, like an indicator, right?
Like, what am I looking for? What have this checklist?
I have what there's so many TGs, there's 40, 50, a hundred TGs this year,
which ones I'm going to pay attention to, which ones on base might be advantageous for me to put
time, attention and focus on. Well, one, if Coinbase is vested, if Coinbase Ventures is in,
well, that might be a good one to too i'm not saying it's the answer
and all that everything that coinbase ventures invest in is going to be a tge print but it would
be a good it's a good data point it's like okay that coinbase is is bullish on this coinbase is
putting their money where their mouth is so this is probably one i should at least go check out
go go create an account at LiveFrame and do whatever.
And I'm not saying LiveFrame is going to have a token.
I don't know.
I'm not putting Joan on the spot.
We'll have a token.
I don't know if it'll be this year,
although it might be, but we'll have a token.
So, I mean,
and I'm not trying to make you share things
that you're not comfortable sharing
or violating the NDAs or anything. But, I mean, as I'm not trying to make you share things that you're not comfortable sharing or violating the NDAs or anything.
But I mean, as a builder on base, who's going to drop a token at some point, who has Coinbase Ventures on the cap table.
I mean, is that I'm not trying to pay attention to? What should I look for that might be a, um, a good performing token drop?
Is that, I mean, is, am I oversimplified?
If I say, Hey, if, if it's on base and you're, you're looking to do things on base, this
is where it's like, it's a double dip, right?
Like if you're, we know there's a base token coming.
So if there's something else in that ecosystem that also is going to TGE, you're likely getting some sort of credit, some sort of allocation, some sort of points whenever base does their token.
And it also may not be 2026. But if they do, where can I go to where I'm getting not just points for live stream, but by default, anything I'm doing on live stream, I'm also doing a base.
not just points for live stream, but by default,
anything I'm doing on live stream, I'm also doing on base.
And oh, by the way, Coinbase Ventures is on the cap table.
So am I oversimplifying things here, Jonah,
or removing yourself, removing live stream
from the conversation if you were looking to,
where do you wanna focus and participate on base
outside of what you're building?
Is that not make sense?
It's like, hey, this is...
That checks some boxes.
We should maybe be paying attention to...
I'm inherently biased,
so I won't comment on that.
Or at least I'll plead the fifth,
because I'm still a citizen here.
But I think there's a lot of things
that are not just like the CB Ventures back this.
I think that's...
I think if you don't use your own judgment,
you almost always lose.
And I don't care if it's President Trump who co-signs it
or if it's, you know, the president of the whatever fuck, you know?
I think that you need to use your own judgment
because being invested by someone
with a nice name does not mean that your company is going to succeed it's dependent on the founder
not people who write a check into you so i think you just need to be open-minded and you know follow
where the money and attention is if that's meme coins on base then that's meme coins if it's
some variation of a future creator related coin then maybe it's
that but um i think people should just be open-minded you know i think pump fun was not
you know pump fun was not some big thing that people knew was going to work it just
it just happened and i think that's probably what's going to happen with the next big startup
we'll see yeah good take i agree I think the next big thing is probably something
that no one's really thinking about yet.
The next meta is,
might it be something related to prediction markets
or perp dexes?
Maybe.
Might it be,
I just like,
if you were to summarize 2025 in one word,
like the first thing that comes to my mind is like hyper gambling, like it was just we went.
And it's always been like a thing here.
But I think we wake we over index super hard in the mean coin trenches, the poly markets
cows, she's of the world the you know, the perp dexes.
I think in a lot of people took Ls. I sense this, the activity is shifting a little bit to,
hey, I'd like to find teams, founders that I believe in. Speaking for myself, I feel a lot
better if, okay, I'm going to put my time, attention, energy
and some capital into this thing that I'm using the product, it
makes sense. I like the founder, I like the team. And if they fail,
if they either failure of execution or market conditions,
I'm okay taking those L's because I wasn't just putting it on black
and crossing my fingers. I was my thesis is people. And now this
kind of Berman in 2122, because it was some teams that I, I just
I picked wrong, I bet on some founders, Tally labs, that I
liked them as humans and thought conceptually what they were attempting to do was interesting,
unique, and ultimately it ended up holding a big bag that literally went to zero as they
pivoted out of the space.
So, but at least I had a thesis, at least it wasn't just, I'm hoping this thing works
out.
I'm hoping that this works out. I'm hoping
that this thing is a cook for no apparent reason. And yes, you're right. VCs, front funds,
they're investing likely with the expectation that nine out of 10 of them are going to be a miss.
Nine out of 10 are going to go to zero. So just because coinbase ventures or someone else on the cap table is by no means a guarantee of success i just as time is limited capital is limited and we sure like i
understand that side and i think like that's a good way of thinking i just you know i just keep
my mind open that's all i think that um i think people live and die by their hubris,
something that I've had to learn for the last few years.
And I think that you could be the greatest funded company of all time,
and then all of a sudden the next open AI comes out of nowhere
and blows out 90% of the companies,
and you didn't even know what was happening.
So I just like to keep searching, keep playing the field.
And sometimes, it's kind of like checking your spam.
You check your spam once a week in your messages to see if there's anything of value.
It's not some Nigerian prince who wants to give you money.
And I'll tell you what, when I was doing my agency full-time,
I found several clients that ended up netting me
almost a quarter million dollars by checking my spam.
It turned out to be legit,
but they had no connection to crypto.
Yeah, that's pretty wild.
I definitely had some costly DMs
that I did not respond to unbeknownst to me
until it was too late.
Whatever that feature was, Payne, that was cool.
I added a little chat on the side in addition to picking specific comments I like that
looking at catching up on abstract real quick yet Diego and mesh mess both
agreeing with my panettone am I saying it right my pronouncing it correctly
help me out on that Diego panettone it is delicious chocolate panettone am i saying it right am i pronouncing it correctly help me out on that
diego panettone it is delicious chocolate panettone is the best i i have not had that yet
that'll be my next um my next request and the pistachio one also not had um yeah jesse
from base did buy some of nick shirley's coin but i don, I didn't see any promotion of it. Right. Like he was bull posting soldier boys, 69th token on the timeline.
And I didn't see him or base or Zora or anyone post about Nick Shirley's coin.
And you just, you would think that would be a moment,
like not just post about it, bring them on interviewing like everyone,
like he's gone on all input.
He's not good enough for Jesse Pollack to host an interview.
Like, I'm not picking on them.
I just, I understand, I think, what they're attempting to do.
I just, I think they need to make some tweaks, make some changes.
I don't have all the solutions, i i just yeah i don't know maybe
it's they need someone else on the team that can help them navigate this stuff maybe it is brian
maybe it is brian rolling sleeves up getting the weeds and understanding you know taking in all the
feedback and then and then making some appropriate changes um katie said that's a great question, Cap. I'm not sure which that was in regards to, but thank you.
So back to this TGE list and where are we going to invest our time?
Where are we going to invest our capital?
Team's important.
Timing is also important. If you know something is coming in in q1, maybe it's you allocate more of your time
attention to capital now as opposed to something that may or may not drop in 2026. That said,
it's also attempting to identify things that you're long term bullish
on that you actually think they've got a good product, you
enjoy the platform, you enjoy whatever they're doing. If you
can be early to that, that's where you can really hit material
windfall. You know, the people who were early to Kygo before
info, I really took off, did really well well people who were early to hyperliquid before
perp dexes became the meta of the cycle did really really well what's next i don't know
um i don't know if anyone really knows i do think it's probably something that
is relatively new i i think there's a chance it is you know great quirk said you know
talk about ai and and what these agents can do on chain what how can we make our assets more
productive i i also think that what base is doing is it's not just like Base isn't just competing with the crypto natives,
you know, OpenSea is making an everything app, you know, Base is competing with Robinhood,
and Robinhood is coming from a different angle. Robinhood, I believe I don't have the data to
support this, but I believe Robinhood has a pretty sizable market share lead when you look
at the younger demographic, when you look at the zoomers and gen alpha that's out there
doing all the sports betting, and they're deep in the younger demographic, when you look at the Zoomers and Gen Alpha that's out there doing all the sports betting
and they're deep in the prediction markets.
Robinhood has that, I think, more of that base
than does Coinbase.
Again, feel free to check me if I'm wrong here.
I just think they have that younger generation
who I don't know what base can do.
TODR, I think if Brian called me, one of my advice would be do whatever you can to attempt a vampire attack those Robinhood users now.
Because once Robinhood builds out everything they're talking about building, once they have perps and prediction markets and sports betting and all that stuff in one app. It's
going to be hard to get them to leave, like banking. And like, I when I say everything
app, I'm not talking like everything crypto app under your wallet, everything's in one
place. I think like, there's a world in the not so distant future where the average 21
year old, they've got a Robinhood account, and that's it.
They don't even have a bank account, a traditional bank account.
They don't have a brick-and-mortar bank account.
They just do everything in the Robinhood app.
They pay their rent from Robinhood.
They buy their groceries from the Robinhood car.
They're getting Bitcoin cash back when they make a purchase.
It's their sportsbook of choice.
I think that's where Robinhood's heading. And I think they execute.
Will they win that race?
I don't know, but I remain,
I think they're both in a good position.
I'm not sure which is a better trade
if you're talking equities or stock at this point.
But I think that's one thing.
So if you compare Robinhood to Coinbase,
that's again, I go back to why two apps?
Why not drive all those users under one?
Are you talking about a Coinbase wallet or a Coinbase and Base app?
Well, I guess three apps then, right?
Because it's the Coinbase app,
which I was referring to the Coinbase app
and the Base app.
So it's still two apps.
So people think that Base app
and Coinbase wallet apps are different.
They're actually not.
It's still the Coinbase wallet,
but it's a reskin on top.
And you can actually see this
because if you click the profile on your Base app
and then turn off base mode, it'll go to the old ui of the coinbase wallet and still function the same
so um so it's like moving over base wallet has become base app essentially correct correct that
makes sense that's good why why not also do the same thing with the coinbase app why why not make
them all truly and everything app why why have the two separate wouldn't it be so much easier to get
people on base and doing all this other stuff if they didn't have to download a new app it was just
all in the coinbase app i what any thoughts on why splitting those two the same reason why x has
the x app and then grok has its own app, but you can still use it inside X.
Like at some point you get to feature creep
where there is too many features in an app
to sustain the app itself
because the UI UX becomes too encumbered.
And so it's not just Coinbase that has this issue,
it's also X.
And Facebook has this issue too.
You can say the same thing.
Well, why did Facebook need Instagram?
Why did it just absorb it into Facebook, right?
It also has to do with getting net new users.
At some point with your app,
you reach a ceiling on how many users will join your app,
whether it's a UI, UX, branding, whatever the reason is, needs.
You reach a total cap on how many people
download your core app.
And if you want to grow as a business,
you need a new app that can reach a new audience
that can absorb them and funnel them back into the core app.
I'll give you an example.
Of my 10 million views last month on Instagram,
1.2 million of that was on Facebook.
But I never interacted with Facebook.
Facebook has a feature where you double post.
So it feeds it to the boomers that exist on Facebook,
but it still gets served to the Gen Z kids who are on Instagram.
And so Coinbase and Coinbase app would be the exact same structure
in that orchestration.
That's interesting. It makes sense i guess from that angle uh the other side shane stacks add in the chat the fact
that i can buy sell pay bills all in one place while earning a high apr already makes it hard
to leave robin an app so and that i guess that's like i I get both makes sense, especially using the Facebook, Instagram. I just, I think this is where, like what Robinhood, that makes more sense to me from the users who aren't here.
And because most of those users are not getting high APR on their checking account, their regular bank.
The only battle against that,
because I've heard this before,
is like, I don't think how many people here
realize how much bad blood Robinhood has
with the average customer in Web2.
These guys did not forget the GameStop rug poll
that Robinhood pulled.
I'm not anti-Robinhood, by the way.
I think they're an amazing team.
I'm just saying, I think people here underestimate
how much bad blood Robinhood has with the general public,
even though they, of course, have growing userships.
And that distrust has a lot of people
who would be willing to move over to a competitor app.
And by the way, both can coexist.
It's not like one's going to eat the other, right? Like
in my, in my physical wallet, I have a Visa card. I have an Amex. I have a MasterCard. I have
different credit card companies. Like you can make the same thesis. Oh, Visa is going to eat
everyone and only Visa. Well, if that were true, you know, I wouldn't have like four credit cards on my wallet that are from different companies.
Yeah, fair.
I'm also seeing I'm not the only one who's Brian's New Year's Eve plans.
Like everyone else is out there partying.
He's grinding in the X comments and chats.
Just seeing a lot of people giving him kudos for grinding the last couple of days.
I pinned another one up top from,
I just had been chatting with folks last few days,
hearing various viewpoints.
What's your main piece of feedback?
What do you think the base app should do next? Jonah, what do you think the base app should do next?
I wrote an entire article and made AI mock-ups of how they should make the new app and make
the designs. I mean, I'll give you the highlight, but I already sent it into their team so they can look at the mockups. But one is get rid of creator tokens entirely.
The speculation side of them.
And turn them into credits to get base points.
So like, oh, you're past creator trades.
Okay, we're deprecating that.
You can trade the existing tokens if you want.
But you can turn this in for base points
so there's a transitionary period.
So that's one.
The second is introduce a new creator economics paradigm
that enables Coinbase.
They have stablecoin as a service.
Any creator that opts in and wants to opt in
can turn into a stablecoin.
So instead of trading Jonah token, you can get Jonah dollars that are backed by USDC.
And the amount of value that Jonah dollar has in the treasury is representative of how I trade meme coins and other coins,
how I interact with the apps on base app,
the rewards I'm getting from companies
and from the amount of sponsors and advertisers
that want to work with me
where I share in the pot of that advertisement, of course.
But then these like, for example,
let's say Publix, you mentioned Publix, right?
Let's say Publix has dollar sign Publix and it's a
Publix stable coin. Maybe Publix knows that I live in Florida and they want to do a deal with
me where they want me to do a commercial for their next sub sandwich or something. Okay.
So what I can say is you're going to pay me X dollars and you're going to buy Jonah dollars.
You're going to pay me X dollars and you're going to buy Jonah dollars.
And then I'm going to, in the app, have an ability where if you buy this public sub using Jonah dollars, you get 30% off.
Right?
So you turn these stablecoins into next-generation referral codes that are composable, tradable, reward-driven, but don't have speculation.
You then move the creator speculation
to prediction markets.
And you basically copy what Melee Markets is doing
and create creator-nated prediction markets.
Will Jonah Blake get the public subsponsorship?
How many views could he get?
And that's where the speculation and gambling can take place.
I like it i like the idea of pivoting away from creator coins and i'm not i'm not one to say oh let's let's
let's get locked into a big points farm but i think that makes a lot more sense than what
they're doing currently and well i don't, I don't mean points for them.
I mean, literally, that Captain has dollar sign Captain.
And if a brand wants to come into Web3 and do a deal with Captain,
they would use Captain Stablecoin in order for someone who likes Captain.
Name a Spanish food company or something.
You've been talking about being like more Latin lately.
All right, let's say dollar sign taco
because I'm a very white guy.
I don't know Spanish three, okay?
Let's say Captain really likes tacos
and he's always making videos about tacos.
He does like taco food reviews, okay?
And then Taco Bell comes in, works with the base app
or works with you directly.
And they say, we've seen Captain's taco reviews and we want him to do a Taco Bell video for our new taco that's coming out next month.
Like the cheesy base house burrito.
All right.
Whatever the fuck.
right so taco bell has their own stable coin and they can say if you swap dollar sign captain for
Right.
dollar sign taco bell token by watching this video you can get 30 off by paying in that stable coin
because all of these stable coins are just dollars they're not speculative they are paired with the u.s dollar okay so all it is is allowing other
people to buy into your stable coin in order to get discounts and that buy-in is representative
of your value as a creator that we can all track on the internet it's like a whole new way of doing
patreon so i like where you're going and i do again, not trying to oversimplify things, but maybe the biggest change with creator coins
is simply move them from a speculative meme coin
that doesn't have any value, no utility.
Turn them into stable coins, reflect them of the creator's value.
Make it a real loyalty reward program,
a real incentive, a real utility.
And I know, I mean,
this reminds me of the conversation we had around brand coins. Like I'm a big fan of Rekt. I like
how they're building. I like what they're doing. I also can appreciate, you know, like Von Fronten's
approach where brand coins would like to make a lot more sense as a stable coin to where it isn't
hyper speculative. And then I think, well, how's the team or the credit? Well, they can make money
off fees. They can make money off of selling the good, the product, the service for a 30% discount,
but it's, they're driving more volume because their supporters are, you know, they're, they're
going to give them the business because I'm, I have these points I've got. It's like everything
we've talked about with, man, I feel like I might have to go back and read the everything token from Steve
because I'm so,
like I'm convinced that
the next generation of loyalty reward programs
and incentive programs are going to be on chain
for so many reasons.
A lot of what you just described,
I'm not saying it's that it's informed,
I'm not saying it's perfect yet,
but it's going to i just i can't i have a trouble seeing how it doesn't happen because
here's the thing that i didn't mention that i think is the secret sauce and why i said that i
think if base goes this direction they become the king made chain so coinbase has a feature that
works inside base already where anytime you use a stablecoin
that's on their network, and it's held in a wallet not used, it's earning yield, which is going to
be the default, right? So with a bank, you're not really earning yield unless it's a savings account.
But if you put the stablecoin for a creator that's native on base app, and based on how you're holding that creator, you can earn variable yields.
That is much more interesting than betting on the creator.
So I'll give you a cool example.
I see Eddie Nons, dollar sign Eddie, okay?
Let's say Eddie is so good at DeFi as a DeFi podcast.
He has a deal with Bank of America directly directly where if you buy his stable coin it is
attached to bank of america's native yield product that may be more competitive than another bank
and now you're earning more by holding eddie rather than speculating on him like that's a
really fucking cool idea instead of just trading on whether eddie is gonna you know do a somersault
or not i wholeheartedly agree and doesn't wouldn't that put a heck of a
lot less pressure on the creator themselves the brands themselves because it would motivate them
to make better content because then it's a game of it's a game of who's going to get the best
brand deal which means the person who makes the best content is going to get the best brand deals
yeah and they're not when the number goes down, you know, there's a mass liquidation
event on 1010 and the number goes down. No, you just stay even. It's like, okay,
you just pause in time. It's like, all right, well, these dollars are dollars, but this creator
is kind of given up. Okay. I'm going to move my dollars into Eddie dollars instead of holding
Jonah dollars. But it's not like, it doesn't mean the creator can't get those dollars back.
It doesn't kill them forever. It's just a matter of people go where the momentum is exactly and it's
it's comparing to the web2 world of my you know my delta miles or any of the other traditional
loyalty reward programs i'm stuck in the closed ecosystem whereas here like yeah maybe maybe i
just continue to support whatever ed's doing with his coin. Or
if I said, hey, there's this other thing I want to move into,
it's a click of a button.
Doing this also will make Coinbase over time one of the biggest banks in the world.
Because if you have millions of creators
that are not just banking with you, but they're a part of your banking system as a stablecoin provider,
it's very hard for other companies to try and take that away.
Now, here's the cool thing.
If Jonah token, sorry, if Jonah stablecoin on base exists,
and Robinhood wants to hire me, I can have a second stablecoin.
It won't matter.
There can be infinite stablecoins around Jonah,
like Jonah Robinhood, Jonah Base, Jonah YouTube. It doesn't matter because it's based on who's
providing the best deals and it's all backed one-to-one by a dollar. So it's the same thing
as switching from USDC to USDT. It's just a swap and a wallet. You're not losing money necessarily.
So talk through that one.
Let's say you have a base Jonah token and a Robinhood Jonah token.
As a creator, would you envision though that the perks are the same,
the utility is the same? It's just...
No, that's the cool thing because it's competition.
Because then you, instead of making it where you have to get traders to love you
and compete with other people for trader attention, you're having banks compete for you and brands compete for you based on where
the ecosystem of attention exists, which is exactly what exists today for YouTube, Instagram,
TikTok. There's great creators everywhere. And so it's not about is the creator controlling the
ecosystem? It's which ecosystem is providing the best search, the best commerce, the best video
content, the best product features for creators to build on top of.
And when you use that where stable coins are that version, you get the same competitive
environment where it takes the pressure off of the creator being a business and turns
the ecosystem into the business itself.
So expanding on that, you can and turns the ecosystem into the business itself so expanding on that and you talk about the ecosystem have you seen any of the takes about pairing these creator coins whether it's stable and as you laid out or the current form with a
quote-unquote community coin have you seen any of these takes yeah i mean you what i mean that's i
mean it's pretty simple.
You could just have competitive swaps.
These decks already offer that.
I think Uniswap has different rates than if you did a swap on FOMO.
If you have a meme coin that's affiliated with the creator that has a stable coin,
they just make a competitive swap.
Or maybe when you swap, you get more meme coin.
You get actually more than what you had.
So there's all sorts of ways you can play with it.
Yeah, it's exciting.
And this is where it's not just on Coinbase.
There's obviously, there's several.
But the reality is Coinbase is a leading entity in this space.
Not just this space.
They're one of the few that has broken into
TradFi. They are a publicly traded company. Could this idea of creator coins, brand coins,
let me ask you this, in the stable coin, the stable creator coin, do you still call it a
creator coin? Do they have a branding problem what and especially if they go this different route how
do you differentiate the two like it seems like they you know half does one six the other but
should they be called something other than a creator coin like what's your thoughts there
any any brilliant idea i think the i think the market will decide what the name should be
yeah like that's the thing about like the the thing about the trenches wasn't something that a business decided existed.
The community of people who traded religiously called it the trenches,
and therefore it is the trenches.
It's the same thing as someone on Twitter Spaces, I think it was Pete,
said, oh, it's Threadguy and frank and all these guys it's the la vape
cabal like they didn't call themselves that that was a name given to them right so i i don't really
care what the name of it is i only care about the function because the function will define what the
name is yeah i agree and i also um you know shane you know, I think some point stable coins, as Jonah is describing, it will get uber complicated, like keeping things simple does matter as well. I just think in their current form.
work it's just broken and i again i see a lot of people giving brian kudos for getting in the
trenches and kind of like as i i'm not deep in the base ecosystem the base community if you will
but reading between the lines and just some of these feedbacks and these comments a lot are
a lot of the builders are frustrated because they feel like they're getting ignored
and it's uh man i have a hot tank there most of the builder like and i'm
not saying it's i'm not naming any particular builder but most builders who get ignored the
reason coinbase is probably ignoring them is because their product sucks like i think we're
gonna you know let's just you know let's call it a spade a spade like there's and this is on every
chain there are and i'm not saying that my product's better
just to be clear my product could end up being dog said i can be a total failure
but as a founder it is your fucking job to get seen it is not your job to cry to your parents
to get seen and so if you're relying on base to do the fucking discovery and marketing for you
then you're you're gonna be a failure like Like, well, is BASE supporting me?
Would that help?
Yes.
But if BASE is the only way I get discovered
and I'm not doing the work myself,
then I'm a fucking terrible founder
and I should quit.
I hear you.
I agree.
Don't, you know, look at yourself
before you point fingers at others.
That said, in a competitive blockchain environment
where block space has become somewhat of a commodity, is that also not the... yourself before you point fingers at others that said in a competitive blockchain environment where
blockchain block space has become somewhat of a commodity is that also not the it is not that hard
to get noticed as compared to your competitors everyone is doing the bare fucking minimum
like they're buying a kaito leaderboard or a whack qual whateveroll, whatever the fuck, whack-a-duck, a fi thing.
They're doing Zeet.
They're doing a couple of spaces,
and they're calling it a day.
Half of them aren't making interesting commercials, right?
And I already know how to get those done.
Half of them aren't, like, talking to people directly.
Most of the founders are not coming on these spaces
and getting grilled
because they don't know how to handle drama. Like know again spade to spade they're just not
trying hard enough like now you can fail no matter how hard you try but I've seen most of
these founders that are complaining I've looked at their shit and all they do is bitch and moan
all day they don't actually to make any sort of effort to try and get seen beyond complaining to their metaphorical parents.
Yeah, I agree.
It is on the person.
Do, don't expect handouts.
However, if all things are equal and the builders are doing the right thing,
is it also not one of base's?
All things are not equal.
It's not how the world works.
It's not base or any chain's responsibility to make every project seen the the chain's core prerogative
is to bring in as many users as possible based on the products they have at their disposal
so if that's football.fun then fuck yeah yeah, they're going to promote football.fun, which they clearly are.
If that's virtuals, then they're going to promote virtuals, right?
But if you're not bringing in users or you don't have the potential to bring in users, then...
How do I say this nicely?
I ran an agency, okay?
Every chain has an internal tier list.
It goes down the list of A to D. And based on where
your project is in that tier list is how much support they're going to give you. And that tier
list is ranked based on how likely that you are to bring net new users to that platform or maintain
the current users on a daily basis in order to keep them warmed up for the next business.
And if you can't do either one of those, you're not going to get marketing,
no matter how much distribution that exists on base.
It's just not going to happen.
Fair. That said, if you're doing everything you feel is right,
you're crushing it and you're not getting...
Define crushing it. Give me an example.
All right. how about this?
Give me an example of an app
that's crushing it on revenue and users
that a chain did not support in any way
or didn't even like on their app.
Can you give me an example of one?
Revenue and users, the chain did not support.
I mean, so that's the answer is if you're generating revenue the chain is going to support you if you're generating revenue and users and more importantly more blocks for the
chain to to manage you're going to get support if you're not doing any of those three things
you're not going to get support and that's not like just base that's every chain to
ever exist on the planet because you don't put bad uh good money into bad money it's just not
how that works fair it's a good take i can't can't dispute it do you would you agree though that
some chains do a better job of supporting yeah of course yeah yeah of course no like like i do like Of course. If you are doing all the right things,
making money or bringing users
or creating more blocks to be filled on the chain
in order to keep the chain running smoothly
and pay validators,
and you're still not getting support,
then it's totally the chain's fault
and you should lead that chain
because you'll get much bigger offers
from competing chains
who probably will appreciate you.
100%.
Yeah.
Yeah.
And so, I guess we spent more time than I was thinking about talking in base this morning.
But this is what happens when you get a founder that gets in the trenches and is responding to critique.
Like, he could have taken last night off and no one's going to notice any
different.
He didn't, it's causing, it got attention.
It's getting us to talk about it.
And those people they engage with the time that he gave,
I'm sure they feel a little better about base today than they did, you know,
going into yesterday.
Hard, kind of a hard pivot,
but you mentioned the InfoFi stuff.
You mentioned Kaido and passing.
I just, I went to go check,
so I'm going to go check the pre-TG leaderboard
to see if there's anyone to be missing.
And I got my, I got my CT wrapped,
which true story, I've got,
I've got, I could pull out a screenshot to prove this.
I suggested this, this exact thing
to another brand in the space.
And I said, this would probably be a hit.
If you haven't yet went and looked, you can do a, your 2025 CT wrapped.
I guess this was taken on December 23rd.
So it's slightly dated like a week out but
kaido and the team at river at reach big fan of those guys over there um it shows your your smart
followers you all are smart 2800 of you anyways the rest you up your up your game um my all i've
not been farming so my all-time yaps are just whatever i get credit for if it happens to be
something um something they're talking about. Top topics discussed, AI, meme, and prediction markets.
Surprise meme, memes made it in my top topics discussed.
I blame Fartcoin and Zane.
61 million impressions.
I didn't get 61 million impressions.
Do you have any idea what that's talking about, Jonah?
Do you have any idea what that's talking about, Jonah?
Say it again.
Say it again.
My Kaido CT rap says that I had 61 million impressions,
but I did not have 61 million impressions last year.
Any idea what that would be referring to?
The algo probably just didn't read it correctly.
I wish I had 61 million.
If I had 61 million impressions, I'd be getting monetized.
I need to up my game.
Are you not monetized on X?
No, I think the most of our guts is like 3.5 million. I've never hit 5 million. I need to up my game. Are you not monetized on X? No, I think the most of our guts
is like three and a half million.
I've never hit five million.
You gotta start causing some drama.
You're not doing it correctly.
I know.
I know.
I need to cause some drama.
I need to play the reply guy game a little bit.
No, no, no.
Fuck the reply.
You gotta cause drama.
You gotta say something that upsets people
that they don't want to hear.
I'm like a tier one pro at this.
I gotta think of some things that are... I agree I got to think of some things there. I agree.
Let me think of some things. Von Fronten
is my polite copywriter.
Jonah, have you got any drama
DMs, any drama posts I need to be getting out of?
What do you like to talk about? Because what I
have to do is take something you like to talk about
and make it controversial. What do you like to talk about?
I mean,
everything
here. The most controversial thing
but you're absolutely okay all right so here we go nfts are dead and here's why
yeah that's one that would work you get a lot of views on that it should be an article
and then it should be like a gotcha bitch midway through the article, and then you can say why you like it so people still like you.
InfoFi
slop is good, and here's why.
Because people hate InfoFi right now.
Solana
will have the lowest valuation
in 2026, because they
have a hive mind.
Anything complimenting Monad
because they desperately want attention right now
because they have a lot of users who are like,
where the fuck is everyone?
Yep.
Yesterday on the show,
my bold prediction was the mega E, you know,
breakout moment enters the conversation with the tier one chains.
And by the end of the year, not immediately by the end of the year,
Monad makes a roaring comeback and surprises the people. I do think this,
I mean, I genuinely mean that.
Well, then you have to, you're too nice.
You have to turn it to why Monad will overtake MegaEast.
And then you're going to have two sides.
The best type of content, the thing that always got me views on Instagram,
which probably works here too,
is creating a compare and contrast between two different sides of a similar ilk.
And then by creating that dichotomy,
hopefully getting those people on both sides of
the civil war to fight against each other in the comments. And that's what creates a virality.
Yeah, I agree. And like these tactics are all accurate. CryptoPane says,
you think it's cute? I'll be writing articles. I need to write more. I realize this.
Long form articles. Don't write an writing articles. I need to write more. I realize this. Long-form articles...
Don't write an article then.
Here's the thing.
If you want to get views from a short post,
it needs to be...
The shorter the write-up,
the more dramatic it needs to be.
The longer the write-up,
the less dramatic it needs to be.
Say that again?
The shorter the post, the more dramatic that post has to be
yeah and the longer the post the less dramatic it needs to be in order to get the views
yeah and and would you agree that long form articles seem to be the current uh the current
algos for now until people game it and then they change it to something else so like you know i
would strike while the iron's hot and get it out there.
This is one I'm going to write today.
Five NFT founders that deserve to have their accounts deleted.
Number four will shock you.
I have a draft post on this, Zane.
There are women in your area who love your NFTs.
Dude, I couldn't, like this, I actually, not even joking,
I'm going to read the...
I couldn't bring myself to send this.
I think it would have done numbers, but it was...
I quote tweeted the draft, which I'm not going to send.
It was Polymarket sent it out a week ago.
It said, Stephen Colbert is now number one suspect on the Epstein files, 97% chances in them.
My draft post that's not going to hit the timeline said, I shocked that number 11's on the list even at low odds and i was going
to specifically tag someone like frank but i just i can't like it's just not in me to to do that kind
of stuff but it wouldn't it wouldn't work on frank yeah it has to be on someone who's who is
very reactionary so like what i would put it on is the Kanpai Pandas guy because he's very emotional.
Oh, okay, yeah.
Frank's learned that by not responding,
people will stop making jokes about him.
But the Kanpai Pandas guy is very reactive.
So I think you have a higher than likely chance
that he'll react and call you a retard
or threaten to fight you,
which is where you get views.
I feel like this is,
these conversations,
like some days,
I've been doxed from the jump,
but there's some days I wish
I would have just hit under the anon.
I wonder what my trajectory,
my feed,
my account would look like today
had I been anonymous from the jump
when I entered the space in 21. Everyone is way too scared to be non-confrontational. But every time I've been
confrontational, I've come out ahead and have done better for myself financially and career-wise. So
maybe that's my personality or maybe it's that it's an over-dramified fear. And I think it
comes from two things. One, people over-index their value in the world
and think that when they post something,
it's going to be very dramatic.
Usually people forget very quickly.
And two, that people even remember
what you said in the first place.
Now, sometimes they will or they won't remember why,
but they'll say that you have bad energy.
But more than likely likely for every one
person you upset there's usually two other people you end up getting endearment from yeah i um
i agree um before i take this off y'all are y'all did better than you're leading to be
leading on on the timeline because you're all worth at least 66 million on chain for this end of year CT wrap.
So congratulations.
Let's turn that north of 100 million,
which I'm not going to go and say what it was pre-last year,
but I've seen one of these with a little bigger number before,
but 66 million is still not too shabby.
But Jonah, I think you might have just solved it.
I think there could be a whole business model around here
just fighting with you online.
You're good at this.
It won't work on me since I already completed my objective.
So I don't react anymore.
I usually just mute them.
I mean, well, to be fair, I had you muted for the longest time as well.
So, I mean, we've come full circle.
Now we can go back and forth with our rage baiting on X.
My objective has been completed.
I have ascended this mortal coil
and a lot of bigger and better things.
You're off to the Instagram streets now.
Well, that and also just having to run a business.
My job now this year, other than my Instagram and stuff,
is to help other creators get big. I've already done my job now this year other than my instagram and stuff is to help other creators get big uh i've already i've already done my job so i do want to come back to helping other
creators get big i want to talk briefly about live streaming we do in all seriousness need to
have you on for a full sit down you know full-blown interview on what you're building i know we talked
mentioned a couple times in passing but um but before we go to helping other creators, because it was another,
something else that was launched this week, I was curious if you played around with or saw
your thoughts as well.
Posted this, actually I posted, I haven't pinned it up top, I'll pin it up top now.
Speaking of IG, pulling all this together, tying it all together, talking about helping other creators. You've had a breakout month on Instagram. We were talking, Quirky Quirk was talking about AI and what it does on chain. This is not a blockchain comment from the head of Instagram.
But this is from the head of Instagram. So there's a lot more to this post, but the screenshot here,
platforms like Instagram will do good work identifying AI content, but they'll get worse
at it over time as AI gets better. Meaning they do okay today, and they could screen for AI content,
but it's going to keep getting better to the point where it's going to be very hard,
even for these platforms to identify what's AI and what's human created. He goes on to say,
it'll be more practical to fingerprint real media than fake media. And my first thought is like, hmm,
fingerprint real media, wonder how we could do that. Sounds like a pretty perfect use case for blockchain tech, no?
I don't know. Maybe.
Do you I mean, as one who's focusing now on creating viral
content, growing your Instagram account,
do you, your concern levels, if any, for AI, we'll say AI slop or good AI overtaking you and other human creators on the timeline?
creators on the timeline? Or is it anything you think about? How much concern or thought
Or is there anything you think about? How much concern or thought do you even give it?
do you even give it?
I don't really concern myself with the tools too much. I'm trying to think of a way to
say this. I try to not overthink how I make my content in the day-to-day or what tools
will change it rather than once I have the fundamental tools,
I kind of just spend time on the algorithm.
I don't know where the chain provides value
other than for like what we do,
like the core principle of the chain
is transfers and payments, right?
So like with us,
the core value of the chain
is just sending USDC, EVM, or SVM integrated tokens
and paying people faster and having it audited and having it, how do I say, recorded faster
than if I were using a centralized entity or more so cheaper, actually, like with a lot of our
Paymaster partners that we're working with. So, you know, I don't really think about how the chain will make me better as a content creator.
I just think about what are the fundamental needs that a chain can provide,
in which case with like BaseApp, it could be rewards and commercial points.
And with, you know, live streaming and live frame,
it can be faster payments for the real-time content that you're providing to a brand or to another creator?
I'm not sure I'm giving you the best answers
because I had to think more on it,
but that's how I kind of see it.
Yeah.
Payments, all that stuff makes sense,
but don't you think that just from an authenticity,
like proving this proof of human,
isn't... I think people over-index that need.
I think there are people who want human content,
and that's why I think LiveFrame is cool,
because live streaming is going to be the final thing left
before AI takes that over in a decade or so,
or at least part of it.
But you also go on TikTok,
and there's a lot of people who love AI slop.
I don't think people realize how popular AI slop is.
And it's because like the average watcher,
there's two types of watching.
There's passive watching,
and there's like, you know, intended watching.
So like intended watching is, for example,
I come to your space every other morning
and I listen to what you have to say.
I intend to come to your show to listen to you.
But a lot of people are passive watchers.
And these are people who are swiping on the timeline,
are not looking for a particular creator,
and are just trying to look for some form of entertainment.
And there is a lot more
passive watchers than there are in in um intended watchers and your goal as a creator is to turn a
passive watcher into an intended watcher and i think i think streams do that very well that that's
what i like about streaming and i don't know if the chain will solve that necessarily yeah no i nor i don't know if it's the chain's responsibility to solve
that or should they other than where they kind of could is this idea of a stable creator coin and
i don't know what that looks like i need to put some more thought to it because it's all
coming to be kind of in real time here. But the idea of how you can leverage your creator token to help convert that passive to an intentful listener.
You know, how you can, you know, the passerby who catches a clip, how can you use that as a hook?
Yeah, I think that's where this makes sense is that like it's really hard to get more intended viewers.
Like it's really hard.
And the thing about that is it actually takes a few times in the algorithm before someone becomes passive to intended.
I'll give you an example.
There's a live streamer right now.
This live streamer is the most popular in the world.
His name is Mr. Peanut, okay?
And you go, what the hell is this guy, okay?
He's literally a VTuber dressed as a peanut who plays shooter games.
And he was getting millions of views a month on TikTok.
And nobody really gave a shit in a big way to watch him until there was a new game called Ark Raiders,
which came out uh last
month or two months ago okay and through all that passive watching plus this very viral game
he grew a massive intended audience of 70 000 people watching his streams on any given time
live watchers not passive um and so it took probably like 10 to 15 funny clips until someone decided they watch him
live and that that is like that's the goal of how you get people to watch you and you become a
celebrity and and i can i wouldn't have guessed that exact number but i could i agree and i we
see it here all the time like we'll do do a, I don't know, we bring in
the Klaino's team to do a, to do a special guest interview. And yeah, maybe the first time they're
on, we get a few new people follow me, maybe one or two of them come back and listen again.
Then the second time we have the team on, we get a few more followers. And then the next thing,
you know, the Klain clay knows team's not on
and i see you know half dozen clay no pfps in the chat um similar with good vibes club like the more
but it's it is what i've what i've seen anecdotally but it's usually the the usually
in the second but it's down the road after they've been on it several times before they become
a regular intentful listener and candidly we've not made that a focus or really an effort other
than hey let's bring on someone reaches out they would like to come on the show well we have
sponsored interviews we'd like to you like a spot you can spot, you can get a spot as long as you're not doing something illegal or shilly.
But if it's something that's a new community, if it's something I'm interested and excited about, if it's newsworthy, we're much more likely to bring those people on.
A, it does introduce us to a new audience, but I'm not naive enough to think that there could be 100 new people in here that had never heard the show before.
I'll be lucky if some some will follow but to turn them in for someone who tuned in just for the special interview to come back the next day it's usually the odds of that happening are much
greater if it's the second third fourth fifth time than the very first time they found the show
i'm sure it's happened i'm sure someone came here. Someone was a unicorn fart dust fan. And we hosted Ron. And one time and they
they found us they love the show and they follow and they tuned in every day since sure that happens.
But to your point, more often than not, it's 1015 many times they've seen it. So I say we've never done executed a strategy or something
we've been focusing on. That's why focusing on repurposing our content, clipping more,
getting out there for people who maybe they caught us on the show once, and then they they're not a
morning person, they don't think about turning into space at 8 a.m but if they catch a clip in there as they're going through their brain rod and not
listening intentfully maybe there's something there that resonates with them and i think that
both from a helping convert some of those listeners by getting in their feed more than
just the one time they happen to stumble in here and the monetization for many reasons there's
even if it feels like a little bit of work,
we just, we need to,
this is one of the big things
holding myself accountable to
and in pain helping hold me accountable as well
is get more of our content,
not just on this app, but others.
Because I think that is, it is a long play.
And if we want more regulars,
more intentful listeners,
I think that is the path to do so.
Here's the question
I want to have for you. I'm kind of putting you on the spot here because we've not talked about
this. It's the other one thing I wanted to highlight and we'll let everyone get out of
here. Enjoy the rest of your New Year's day. You may view this as a competitor to live frame. You
may be working with them. I don't know. And I haven't dove deep. I just i saw the video i checked out the account gave it a
follow that's where i'm at probably have amy on here at some point but i'm curious did you see
amy launching main street viral uh she calls it a crm for creator and brand deals that actually
runs campaigns not spreadsheets um onboarded 53 creators um 5 million combined followers i know i
know what it is. Not a competitor.
What's your thoughts?
Is this something like,
so not a competitor,
do you
live frame something that you could see
these?
We do all the things that she said,
but we're not a competitor
because
we have a proprietary algorithm.
And again, she's more focused on video and tweets and stuff
to be automated and automating through Telegram chat.
We don't do...
I mean, I wish I had more competitors, to be honest.
I mean, we spent the last year building this algorithm.
And so we have a CRM, but the CRM is only half of it.
We have an AI that's managing our CRM.
So we have the CRM plus an AI managing our CRM
and doing the distribution.
But yeah, we're not competitors.
If anything, if she wanted and she felt she needed access to it,
we'd let her white label our software.
We already have other customers that want to white label our software.
And we have our AI in the back end, so it doesn't matter to us.
Our algorithm is more important to us than the CRM, if I'm going to be honest.
Where do you think – how do you think this all shakes out come –
fast forward January 1st, 2027?
I feel like we went from crypto Twitter specifically, went from brand deals, KOL deals, agencies, to InfoFi had a real big moment at the beginning of 2025. It seemed like it was eating
the lunch of all those agencies, all those, many of the KOLs. And you could see the reactions on
the timeline, either directly or indirectly, how they were responding to some of this. Some were
just every day they were fighting InfoFi because, again, in some cases, I knew it was eating their
lunch. I knew they had lost some deals to them.
In others, I think it was just they were concerned.
Kind of feeling like it's starting to shift back to agencies, customized stuff, and at
least most brands realizing that just getting on an InfoFi leaderboard, that's not marketing.
Maybe it worked when there was only three leaderboards, that's not marketing. It's not going to, maybe it worked
when there was only three leaderboards,
but when there's literally hundreds of leaderboards
and active campaigns across Z and Kaido
and Cookie and Lurky, and there's just,
where do you think this nets out
in the world of crypto Twitter, KOLs, agencies?
Do you see InfoFi having another wave?
Do you see going back to more of the boutique agency route?
Any thoughts just high level on what do you think we see?
How do you think we see this play out this coming year?
They all have different roles.
I think there's a misconception that this is why it's reverted back that InfoFi
is also an agency. It's not.
InfoFi
is good if you want
general mindshare manipulation
on the timeline, but
the best creators,
they'll eat off of it, but they don't really
care because the private deals just make
them so much more money.
So agencies are always going
to exist in some fashion because it's for higher tier creators who don't need to eat off an info
five board like the best way to explain it is info five board is like a big for a beginner creator
an agency is for an intermediate to expert creator and then a platform is something for agencies to scale up
those intermediate or expert creators. Yeah, I agree. How do you think the InfoFi
sites feel about that? I'm sure they're building their own agencies internally as well.
Yeah, I was going to say, do you think they lean... I thought for the longest time,
that was the opportunity to miss.
A leaderboard itself is not enough.
They need someone actively managing their campaigns.
They need to become a boutique agency.
Yeah, they will. They'll do it.
They have no choice and they'll do it.
And a lot of the agencies are building their own products as well.
I still have my agency, it still exists. I spent the last year not really running that agency in order to build this product. But now
that the product works, and all we're doing is making sure our payment stuff works, and then
growing on it, you know, I can I can really turn on the creator agency again and work with brands to,
you know, do the same thing everyone else has been doing. I just decided last year that it didn't make sense
to really run the agency
because I knew this was going to happen
and I wanted to get ahead of it.
Yeah, well done.
Congrats on the big moves.
I'm excited to follow along
and see what the new year comes for you,
both on your Instagram journey
and what you're building with LiveFrame.
In all seriousness,
let's pick a time here sometime
in the next few weeks,
get you on and do a deeper dive.
Sure, just let me know.
Happy to do it and work with creators
and see where things go.
And I'm sure you have a,
you know, I will say the one thing
that separates most people
from the
wheat and the chaff is a consistency it's not intelligence uh it's consistency and i have to say
you show up here every fucking morning or almost every morning it takes takes a lot of effort i
don't think people realize like how much effort that actually takes because there i mean i do it all
the time there's days where you feel sick there's days where you're depressed there's days where you
have family or family emergency and you still get up you go well i'll get i'll take care of that but
i gotta go do this one thing first it's a part of the ritual i appreciate the kind words means a lot
thank you for noticing and yeah that's my that's my life hack. That's, I'm not the smartest, I'm not the most intelligent. But I would put my when I decide I'm going to do
something, I would put my work ethic and my consistency up against anyone on the planet.
I think that would hopefully be somewhat evident after quite literally not missing a weekday for
1065 shows, whether it's New Year's Day, New Year's Eve, Christmas Day, like holidays included. We're here every day. And that was do I would be fine if I took a day or two off
would but it's become part of the show lore has become I want to say it's a bit because it's not
it's but it is it's same thing in my my fitness and my health journey. Like I'm not the strongest
guy. I don't go hard at the gym. But I just I've been I'm
consistent. I will keep going and not in create those habits. And it's funny, because that was
actually my, my GM post that I don't usually schedule posts. And for some reason, I was
actually what I did, I scheduled this for the other day, and I defaulted to 2026. So it didn't
go out. I couldn't figure out why I didn't send my GM post. So it said for 2026. So I resend it
this morning, forgot that I had scheduled it. But it was
basically, you know, motivations overrated habits win. And for me,
the easiest way for me to create habits is just show up and do it
consistently every day. So if it's working out, I even if I
don't feel like there's a lot of you don't feel like it, it's at
least go for 20 minutes, move, be active.
And it's easier to lose motivation.
It's easier to break streaks or you go a week without working out
if you take a day off and don't think about it.
It'd be easy for me to take a week off of the show at the end of the year.
It'd be easier to sleep in this morning after stamp way past my bedtime last night
but as soon as i do it once well the streak's broken that doesn't matter if i take
next you know next friday off because i'm going to be traveling it'd just be easier not to do the
show and then the next thing oh i'm going on the i'm going on vacation i'm just going to take the
whole week like once i take a day off it's easier easier to, again, this is just me. It's how I'm wired, but consistency does matter.
And, you know, to tie this all back together to the year of TGEs, you don't have to be a whale.
You don't have to have the most capital. You don't have to have the biggest connections. You don't
have to have a following of 2,800 smart followers that have 66 million in non-chain net worth. But if you show up and you're consistent in doing these
things on being active, like if you just said every day in 2026, I'm going to do some activity
on-chain. I'm going to have one transaction minimum, every single day in 2026. And the
other caveat is it has to be something that's pre TGE that you expect a token to come.
I don't care what it is, hold yourself like that's actionable alpha for all of you today.
If you're getting started, and there's a few people like I just I don't, you know, I might
get peanuts from this, I don't have a lot of capital throughout this stuff. I don't have a lot of extra time.
Do one thing.
Whether it's you pick three of these TGEs and you just rotate through it, or maybe you do all three a day.
You can do more, but at minimum, if you just do one transaction every day in 2026 on a chain or a protocol that's pre-TGE, I'm not exaggerating.
call that's pre TGE. I'm not exaggerating, I think it'd be hard for you to do that,
and not find your way into at least an extra 10 grand this year. May sound like a crazy number
for some of you've never seen an airdrop like that. I don't think it is. If if you're consistent,
and you're you're holding yourself accountable, I'm just gonna I'm gonna click buttons every day
with intent, don't just do it at random, but find a few things that resonate with you.
Some things you're excited about.
I think you would be,
some of you might be surprised at what fruit that that labor can,
can,
can bear.
That said,
I got to
appreciate the kind words of Cyrus.
I don't know if he was doing this as an accent,
if it was one of those things where YouTube just did it multiple times,
but it was important enough for Zane to drop this three times in the chat.
So I, I copy posted right back at him.
If you're not familiar with Zane, one of an absolute legend in the space,
he's when he says he he's not doing himself justice when he says, bias is based on the work I do with YouTubers, but it just makes sense.
There might not be another person in crypto that's worked with more high level, like the biggest YouTubers in the world.
No exaggeration.
From Mr. Beast to Logan Paul to Gary Vee, like he's worked with the elite of the elite teams when it comes to
YouTubers. Probably the most knowledgeable person in this space. Certainly the most knowledgeable
person that you could send a DM to and strike up a conversation with. But he says, as AI slop
fills up short form algos, long form video and live streaming will matter even more important, will be even
more important. I hope so. I agree. I am going to play the short form game because it's, I think
it's a necessary evil right now. And it just makes sense. We've got the long form content.
It's really, we're not doing it right. If we don't chop up that long form content and
hit some of the short form outgoes, attempt to get, at least get, you know, a viral moment or two.
I'm glad we did live streaming. That's probably as I reflect on 2025, the best move we made at
Coffee with Captain was turn the video on. it just opens up so many more opportunities for us to do to execute on these uh these tactics um so shout out to abstract
for forcing our hand there but i agree um also yeah if you text me at 7 30 at night you're
probably not going to get text back to like 4 a the next morning. Von Fronten doesn't text me past 7.
And that one transaction, if you're not sure what to do,
just go buy one Fark coin a day.
Motivation doesn't work, habits do.
No worries on the spam. I appreciated it.
I thought it was a play on AI and slop, so it was well done.
Even if it was unintentional, AI is on your side this morning.
And yeah, it is kind of crazy.
I think we've been doing this for 1065 consecutive weekday mornings. But we've only been on video
for less than a year. I don't know everything not perfect. And but barring travel or some
technical issue. I'm going to keep turning the camera every day, even days like today,
I felt like my face was puffy, I needed to shower. I'm like, I woke up a few minutes before the show. I'm like froggy boys,
I threw some water in my face, I walked outside and like the negative 30 degree weather I have here.
And attempted to wake myself up. But it would have easily been a day like, Oh, man, I know that I not
feel like doing the show, I'm just tired. I don't feel like turning on video. I look tired. I mean, I, I, it's just not, I I'm very routine and habit driven person
and I value my sleep. I'm not complaining. I had fun last night and I'm here today,
but my overarching point be it that we're going to keep turning on the video. We're going to
figure this out along the way. I appreciate Jonah joining us. I appreciate Zane and all the time he
shared, not just in the chat, but said some great advice. Some conversations
had with with pain and we're implementing this stuff. Like
what why would I not why would we not do take some advice and
suggestions for people who've worked with some of the biggest
creators in the world? Also, to my point about how incredible the space is, think about that.
Like, why create here?
Well, one of the reasons is the people here are pretty incredible, not just from support and tuning in to the show and the likes, reposts, the bookmarks, the engagement, like all that's awesome.
It's a hyper niche
sponsors love it y'all are on average or or at least i mean some of those crypto punks are probably
to to uh uh to keep fishing's point like the uh that 66 million dollars is probably largely from
uh you know a few individuals that are like 60 million of that.
But all that to be said, I'm grateful for all of you.
Appreciate the people here, both on the support side as well as the advice side.
And again, doing video for less than a year, we're going to keep doing it. And no doubt in my mind, while I'm not not not a something i'm an expert in my learning curve
our learning curve is shortened significantly because the people here and the the real advice
and from zane to jonah just in the last if you've been tuning in and you're thinking about creating
content seriously like the advice you've gotten in the last two days it's very valuable. Like some of the largest YouTubers in the world pays aim to,
to do this sort of stuff.
And he's here in the chat,
just giving you,
giving you free advice and alpha Jonah's building a platform,
having a lot of success,
got big shares of time telling you exactly how he's doing it on,
on Instagram.
I appreciate the kind words.
The cold is painful and you're too kind but i will uh i'll take it on a sleepy morning uh we weren't gonna let everyone get out of here but
it's a new year's day and we got a wild sheba king up here it's been a minute sheba king hope
you're well happy new years to you and uh winding things down but feel free to take it whichever
direction you'd like uh you just want to wish you Happy New Year. That's fine. If you want to get in on this comment on content creation and 2026, the year of TGEs,
anything you'd like at all.
GM, and thanks for jumping up.
Hello.
Good morning.
Can you hear me?
Is this thing on?
Happy New Year.
Just so everybody in the room, and it's been a minute since I've been in this space,
so it's good to see you and over a thousand episodes
which is dope and i just wanted to say i appreciate what you and everybody else that co-hosted with
you and jumped on the stage with you throughout the year because it's been such a a weird year
for for us crypto and nfts and it's it really feels like it's it's like i want to say dead but
it really feels i don't say lonely either because we're all here, but it feels so different.
And if it wasn't for you and a handful of my other favorite spaces, which there isn't many left, we wouldn't have the content to keep us going, right?
So even though some of the content in this space, you know, it doesn't really change like it used to week by week, but I appreciate what you've done the whole year especially doing some of the video stuff so i just wanted to say that shout out to the room
2026 should be better i mean it can't be worse right let's knock on some some wood here there's
no one there relax but um but yeah we'll have to see what 26 beholds for for bitcoin and nfts but
a good year ahead i think and i hope everybody had a good night last night and drinking water today
drink water rehydrate yourselves.
Yeah, that's the other alpha. Coffee, caffeine's important,
but make sure you get plenty of water, especially without
drinking last night.
That hydration is key. Thank you
very much for the kind words. I do appreciate it.
And we'll wrap with this one.
Casey, or Icy rather, commenting on the
head of Instagram's
take on, it'll be more practical
to fingerprint real media
than fake media.
He says, I think it's going to be a major challenge.
Verified accounts will be important.
I think Elon was right, boost verified creators.
Because there's a lot of AI slap in this part.
What I said, just because the account is verified
doesn't mean the content is AI generated.
I agree.
I think that's where blockchain tech comes in.
He says, people appreciate proof of work in the future,
behind the scenes, additional commentary,
the making of content. With so much generated by AI, people appreciate proof of work in the future behind the scenes, additional commentary, the making of content was so much generated by AI, people
be less impressed with the content, and gravitate towards proof of work for the longevity and
the vitality of the content. One thing that I don't know if it was the but I took out of there
was behind the scenes, the additional commentary. Now I know AI could do this as well. But
yeah, I'm gonna that's gonna stick with me today thinking on
the behind the scenes stuff the making of I'm not one who if there's a, you know, movie,
like I'm not gonna, I'm gonna watch the last episode of Stranger Things today. I'm not gonna
go watch the making of Stranger Things. It's just that sort of stuff that resonated resonated with
me per se. But when it comes to social content, brain rot or otherwise, I do think there might be
something there in terms of as AI proliferates more and more, AI content proliferates more
and more, not just proof of human or proof of work, but how did you get there?
How did you get to the, even if it is AI, I think that could be a emerging category
just in itself of people showing how they got to the end result maybe not but that just again that that
resonated with me appreciate the uh the comment i see she began appreciate uh the kind words
and appreciate y'all being here on a new year's day morning uh gm to 2026 uh shout out to william
and the amazon team really excited to see what um what the near
holds i said it too i do think other side is going to surprise some people in 2026
um excited for many things from mega e to new tges and um yeah as web3 warhead says the first
move of 2026 go subscribe to coffee with cap and if you haven't yet done so head up top i'm going to pin it all the way to the left the youtube link if you've not given us a subscription over
there we'd greatly appreciate it stay stay update what we're what we are what we're talking about
you'll get the notifications for the shows and you know let us know if you if there's something
you see over there in terms of you like a clip or hey this this was
awesome or maybe think about doing this you're not going to hurt our feelings in fact we would
we would greatly appreciate any any and all feedback the good the bad the ugly all i would
ask is if you're going to critique which i'm i want i don't want a bunch of people just stroking
or egos or glaziness if you're going to critique all i'd ask is okay how could we make it better
what's a potential suggestion what is a potential? What would you do if you're myself or Payne? No obligation, but I would love
the feedback and the ideas for how can we continue to make things better? Yeah, shout out,
shout out Web3 Warhead. Appreciate you. Go hit that subscription. We got to topple Sunfront before the end of the year. So that said, also Teacher Katie,
I've been in the DMs with fire ideas.
All are welcome.
Yeah, myself, Payne, hit either of us with ideas.
We can't implement them all.
We probably shouldn't implement them all,
but we will listen to them all
and maybe an iteration or a derivative of an idea
that we end will ultimately deploy.
And we want to make the show the best, not just the show, but the other content you see on the timeline that comes from the show.
Enjoyable for not only all of you, but something that would be enjoyable for those that maybe aren't here yet, that aren't deep in the weeds.
So thinking through a lot of stuff, excited for the year, and it be a fun one so again enjoy the day go get some maybe a nap
some water uh some some coffee later and um we'll be back tomorrow 8 a.m eastern time like always
uh we'll wrap up the week uh tomorrow and then next week really hitting the ground with the new and improved coffee with captain structure and some ideas.
We'll this week be at the new year's day and last Friday kind of off to a
lighter start and we'll really get after things next week.
So thank you all so much for being here.
I hope you have a wonderful day.
I hope everyone had a great,
a great new year's Eve.
I hope you have a wonderful new year's for everyone that has your football
team still playing.
Good luck to all of you.
And as Steve would say,
hope you all have a wonderful,
wonderful day, everyone.
Thanks for tuning into Coffee with Captain
powered by 8 Point.
We hope you enjoyed the show
and remember nothing we discussed today
is financial advice.
Until next time, keep exploring,
stay curious, and we'll see you soon.
Have a great day.
Welcome to the future. .
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