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IMF Tokenization, Crypto Market Structure Deal Coffee w/ Captain 1,131
Recorded: April 3, 2026 Duration: 2:14:30Space Recording
Full Transcription
I'm on web 3
And it is what it seems
Topping the pyramid schemes, I'm telling ya
I sell you a percentage on y'all nebula.
Shout out to Vince, you'll set it up.
Surfing on the web and I'm shooting at three.
I've been goaded when I got my T, I'm an alien.
Shout out, cover different things.
So I got my suit now, I'm riding in the 1920s, Model T, Ford.
Car, era, law.
Call me Levi, playing on keys, boy.
And I'm about to put my gloves on. If I said it, then I meant that. Yeah, I like that one, 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 too.
I want to fly high in the sky.
Arms out wide, trying to swim.
I'm a bird time few.
I'm on fire, Mickey, Bobby.
Cracking the pavement, Whitney, Bobby. I'm a sake bomb.. I'm on fire. Mickey, 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 kind of spotty.
Sipping on some rock and I'm slipping out octane.
The only thing around my neck is a block.
I'm with a kick pop.
Now I got coins.
I see where y'all going.
Then Papa says web one.
Hello, hope you're on web two.
I was living the dream. Now I'm on web three go. In pop, it's just Web 1. Hello, hope you're on Web 2. I was living the dream.
Now I'm on Web 3.
CFL.
And it is with the seams.
Topping the pyramid scheme.
I'm telling you.
I'll sell you a percentage on Nebula.
Shout out to Vince.
Yo, set it up.
NFT, Twitter, blockchain.
CM with the ghosts and we balling like a bronzer.
Criddle, criddle.
We can make a trade, get the Mimmas.
The field's not falling for the FOMO.
Listening to coffee with Cap'n.
You know we worldwide, they loco.
I ain't never gonna stop rapping.
Orlando, yeah, we working magic.
You rocking Ethereum in her teeth.
I just went and got me a half bass.
Man, I gotta shout out the 40.
Now I got coins.
I see where y'all going.
Then Papa says Web 1.
Hello, ho. I was living the dream. Now I'm on web 3, and it is what it seems, copping the pyramid schemes, I'm telling ya, I'll sell you a percentage on Nebula, shout out to Vince, yo set it up.
Breaking them all to choose one, but it got knowledge to move, son.
I'm shocking in shades with my brother in suits. Yeah, them blues is coming.
Even though it's hard to pick, eeny, mighty, moe.
Soda on the mix, no biting lips.
It's time to go.
Index number one, no thumbs up.
You got to scroll.
Looking at the ghost in studio.
It's time to go.
Had a helmet on by myself until I met a mask.
I wanted to have a face off.
Had to bring my chainsaw.
Full ticket gas and I drive with my brakes off.
I'm 8-1, but a different kind of steak sauce.
GMGM, welcome to Coffee with Captain. Happy Friday, everyone. I'm Captain. No a different kind of steak sauce. down below. Not only are we live here on X audio spaces, we are live on X video as well as YouTube and abstract. My Friday, ask my Friday wish in return for this coffee with captain to double
dipping this week to coffee with captains. Uh, we're going to pick a lucky member from the
audience here in a bit to do a BZ claw pool and, uh, hope you, I think Thomas hit,
it was like a $250 value on his BZ claw pool.
Cloppy with captain earlier this week.
And we're getting run it back again today.
Courtesy of BZ.
Cloppy with captain brought to you by BZ.
We'll be dropping that here a little bit and picking someone from the
YouTube chat to join us today.
So if you want to get lucky and pull a grail from BZ today, make sure you're
over there on YouTube. Hit the like and subscribe on the video would be greatly appreciated. Busy
Newsday. It's a Friday free for all. So open mic day, maybe a little bit of shenanigans, but a lot
to get into actually. I see Drew out there. Drew, I did see, I have not confirmed, but I appreciate
you joining us yesterday to help us, helping us break down the drift exploit.
I saw a couple of articles, posts on X,
that it does appear to be the Lazarus Group, unfortunately.
So it looks like North Korea was behind this drift exploit.
I believe they were also behind the Bybit exploit.
And yeah, unfortunate for many reasons,
but stay safe out there.
Know that there is protocol risk.
And hopefully if you're a dev or a team listening in,
double, triple check your OPSEC,
including maybe let's have more than two out of five
multi-sig signers have those,
you know, the, the,
the slowdowns or the delays baked into any major moves like that.
And obviously I'm not the, not the security expert,
but two out of five seems like not minimum standard.
So anyways, I digress.
We're going to focus mostly on good news today after we've got that one out of
the way. Not only good news with our Clothy with Captain Clawpool, we had a niche. I'm going to leave with
this title. We'll swap it out a little bit, but niche tech podcast get acquired for over a hundred
million. That's TBPN. TBPN. Yes. Got acquired by OpenAI yesterday.
Wild.
Congratulations.
I'm not knocking it.
I think it's incredible.
I might be a little biased, but they...
A couple of things.
One, I know several of you have reached out
and mentioned interest
in clipping the show clipping
coffee with captain uh we have been wanting to get our ducks in a row thanks to pain we have
leveled up our discord kind of cleaned up a little bit and it's open not open it's open by invite so
if you're interested we got a few invites we're going to be handing out. It's going to be a slow invite.
We want to keep some control over it.
I will say, like, the War Room, the main chat, that is going to remain gated,
so those that hold the DGN pass, those are the only ones that have access to the War Room.
But the sports bar and another secondary chat will be opening up
to community members from Coffee with Captain.
Invite only for now.
We will likely be giving our members those pass holders, invites as well,
if they'd like to bring in some friends.
But on the clipping front, I believe, I don't know, I wasn't in the conversation, but I believe that is clips are the main reason that TBPN got acquired for allegedly over $100 million. I don't know the exact number. It's not public, but they were on a run rate of about $30 million in revenue this year.
new this year. So you could realistically, I mean, a hundred million makes sense. And it's
not like OpenAI is making small acquisitions. So I think that probably checks out. And
while excited for them, excited for those of us content creators of the world,
of the world, I'm not putting ourselves in their realm.
They were the top 1% of tech podcasts.
So I say niche.
I say niche because their live audience, quite frankly, isn't that much bigger than Coffee
with Captain.
What they do very well, though, is they had access to arguably the best guests in tech.
Anyone and everyone, for the most part, had come on their show as a guest.
The host and the president were
very dialed in to VCs, to
Silicon Valley, had went through YCOM, and
had access to an A-list of not just...
And I'm very grateful for all the special guests
we've had, all of our founders and team leaders
and truly subject matter experts in this space.
The reality is, you know, crypto Web3 founders
don't hit quite as powerful as, you know,
the Mark Cubans of the world,
the Sam Altmans of the world.
And while they aren't just an AI podcast, they just really landed and did a great job
of interviews, but also had just an A tier, S tier list of guests.
And so while their show, their live show doesn't, I mean, we're not even exaggerating,
like it's, it gets in the thousands of views. It's, it's, there's a day there actually, I would
say our, um, I think our, our biggest show in Q1 was when we had Adam from OpenSea on that show
did more than most TVPNs do on average. It's like our, our top show beats their average show,
um, in terms of live viewership. Now where like our, our top show beats their average show, um, in terms of
live viewership. Now where they win, and this is back to my point is because they have such good
guests, then they get their clips do mega numbers. Like their clips do crazy impressions. So I think
while I'm sharing this, not just because I'm a content creator, I think this really is signaling.
This is real signal in a couple of things.
One, the power of X, the power of clips, because I believe a lot of their sponsor dollars and ultimately this acquisition was a result of not necessarily their live viewership, but A, who their viewers are.
A lot of very powerful, influential, and high net worth individuals to tune into the show or see those clips, engage with those clips.
And the clips, the many clips they've had have went mega viral, partially due to the guests that people want to hear from the guests,
but people aren't tuning into a,
just as not everyone can tune into a two hour live show at 8am Eastern time,
Monday through Friday.
Not everyone's tuning into a three hour live show in the afternoons.
I don't exactly know what time they go off,
but it's a, I think they're West coast based and an afternoon,
an afternoon, threehour live show.
But what really does make a number for them is their clips.
So I think clipping is, and this isn't new, I'm not the first person saying this,
but it's really taken off as a massive industry in itself and a great opportunity,
not just for shows, but also up and coming content creators to have their kind
of breakout moments. See Jack from Counterparty TV with Threadguy and a lot of his most viral posts
aren't necessarily Threadguy, rather he'll clip something from Mr. Beast and that'll get millions
of impressions on this app. So clipping is shown that that is certainly a growth hack.
Who your guests are, who your audience are, it's proving quality over quantity,
which we take a lot of pride in. We've never botted our space. We're not trying to
farm fake impressions or fake views. It's a real audience. And while not the biggest in the world,
very grateful for the quality of our audience and the quality of our guests.
And so I think not only does it show the power of clipping and how big that industry is becoming
and the impact it can have on media brands, I think from an open AI standpoint, and I'm speculating here now, but they, A, TPPN killed their ad model while run rate of allegedly
$30 million in revenue this year, decided to kill that post-acquisition. I think it is also
another signal that, and we've been saying this for a while, that any brands, especially big brands, need to be in the content game.
And as opposed to OpenAI building out their own media arm, their own content arm in distribution, they decided to go acquire one that already had significant motion in the space.
I think other brands may
look to make similar moves now and acquire a media arm or build out their own homegrown media arm.
I know I sit in a bias seat as this is my livelihood, but there's a reason that I've
continued to do this now for 1,131 consecutive days and turned down, respectfully
declined jobs in this space that quite frankly would pay me more short-term income. I truly
believe in, as our world moves forward, I'm betting not just on myself, but I'm betting on
robots not replacing us. The, the, there is still, I believe a desire for not just
experience retail, but human connection, even, even when it comes by way of live streams and even social audio here on X. So exciting day for all of us in the content creation world.
Not quite as exciting as for the 11-person team at TBPN
that just got acquired for north of $100 million.
But exciting stuff there on that front and hopefully more to come.
Speaking of Clawfee with Captain and the upcoming Clawpool, we're going to be going.
Thomas, working on a clip for yesterday's show, not just because he's in it, but because
of the BC Clawpool.
And speaking of that BC Clawpool, he got a 2022 Silver Tempest Rayquaza VMAX TG20 PSA 10.
I'm saying it just to say it.
And yeah, the Rayquaza added to my vernacular thanks to Clawfee with Captain.
Thomas DM CryptoPain on X.
I mentioned, so quick flyover
before we get into all the news of the day.
We will have Clothier with Captain coming up
for those who want to participate.
Make sure you're over there in the YouTube streets.
We'll pull a winner from our YouTube comments today.
If you're able to come on stream,
it'd be cool,
but no obligations.
We will probably pull you on
for a few minutes
during Coffee with Captain later
if you can make it.
So yeah,
if you're wanting to get on stream today,
maybe clip yourself.
Head over to YouTube,
hit that like, subscribe.
And while we're on the topic,
while I'm shilling likes and subscribes,
it's a Friday,
end of the week.
That means tomorrow
the newsletter comes out
to help us get acquired for, as I joked this morning, we do about one-fifth of the live
viewership at TPPN. So eat simple math, one-fifth, one-fourth, I think one-fourth on a good day. So
call it $25 million. If we like you, we'll give you a deal. Call it $20 million. There's a number
for everything. Help us get acquired for $20 million by growing our active newsletter subscriber base.
When I say active,
appreciate all of you who are subscribers,
like the open rates, the click-through rates,
pretty incredible
and has went up significantly this year
as we, again, doubling down on quality over quantity,
remove some of the inactive,
some people who might've checked out of the space
and really looking to serve up
valuable content that's,
A, a good recap on the week.
If you happen to miss any shows,
all the links in there for the recordings,
but also our pool of the week,
little tidbits, little nuggets,
and hopefully it's something
that you can find some value in.
Every once in a while we'll do a sponsor feature in there,
but it's mostly a recap on the week,
mostly headlines, mostly news,
and it really does help us out tremendously.
If we ever are get to, I have no crazy thoughts.
I shouldn't even say crazy anymore,
but not that $100 million exit is the goal,
but if we were ever to have any sort of exit, it's not just going to be because of myself or pain,
but it'll be all the support and help we get from those of you in the audience and our email
newsletter, but mostly those of you in the audience that make this a community driven show
and add value each and every day. Greatly appreciate all of you.
Other news items, though. Yeah, we will... Coffee with Captain shares. Those DGEN tokens are going to... I kid. I'm not making any equity jokes because it'll be taken out of context. I'm not
a financial advisor. Certainly not your financial advisor. Don't join for that. Just join for some
fun, some information and education along the way. And no promises of financial gain here other than if you happen to be a participant in Coffee with Captain, you will get something of
value there without a doubt. Might be a $20 swap. It might be a $10,000 grail. Not sure,
but you will get to cash out those shares should you choose. Exit package for War Room mods.
You got to talk to Payne about that.
But yeah, that will be taken into consideration prior to accepting any offer to sell Coffee with Captain.
We'll make sure that the Discord mods are taken care of.
Other news.
Yesterday was 4.02 day.
Didn't realize 4.02 a day was going to become a thing until
yesterday but not only was it 402 at least here US centric date standardized dating dates I don't
know what you call that but the yeah Payne we do got to get Mayhem a label he's going to crash out
on us here soon if we don't get him updated. I think that Payne might be trolling Mayhem, but I'm not certain.
Agent-related, on-chain-related, the 402 Foundation was created yesterday, the X402 Foundation, Coinbase, many others.
We had IMF, the International Monetary Fund.
I don't know what IMF stands for.
I want to say fund, but that's not it.
Maybe it is fund.
IMF.
IMF is the International Monetary Fund. It is fund. Okay, International Monetary Fund.
It is fund.
Okay, International Monetary Fund.
They came out yesterday talking about
basically the future of tokenization.
Tokenization is reshaping regulated finance
by moving assets to programmable ledgers,
delivering efficiency gains,
but requiring strong policy and trust anchors
to protect stability.
Read our new IMF note on the issue. Exciting stuff there. Also hearing that the might be hours away from the
crypto market structure deal being finalized, potentially get some word on that today.
And then Coinbase getting approved for a national trust company charter.
So not a bank, but getting, I don't know.
If anyone's deeper understanding like what exactly a national trust company charter means, join us up on stage and you can help educate, uh, the audience a little better than me. Otherwise, if not, no worries. I will read, um, I will read some posts, uh, that, that, uh,
explain it, but I just, I want to be upfront. I'm not a, uh, I'm not a banking expert. Um,
but I will, um, we, we, we'll have some content to share on that topic for sure.
And then I thought I had one other nugget.
I mean, we do have actually here like 10 minutes, non-farm payrolls dropping. Not sure what that'll
mean. Not sure. I don't know if CPI and non-farm payrolls, I don't know if this stuff really
moves the market nearly as much during normal times. I don't know if this stuff really moves the market
nearly as much during normal times.
I think there's just so much uncertainty
with the Iran conflict and geopolitical stuff
that these other data drops
that historically might move markets,
I just don't think they're having the same impact.
That said, it's Good Friday.
Happy Good Friday to all those who celebrate. I hope you
enjoy. This is going to sound bad. I do know this, or at least I knew this. So Good Friday is when
Lent ends. Is that right? So everyone who's been participating in Lent and not eating meat for the
last 40 days, today you're able to feast? Or is that tomorrow? Or is that Easter Sunday?
Help me.
I grew up in a Christian home church.
Had some family that was Catholic.
So I'm aware of Lent.
I just wasn't a participator in Lent myself.
So I'm not sure if that is how that works or not.
But yeah, either way,
happy Good Friday to all
and hope everyone,
whether you celebrate Easter Sunday or not,
I hope everyone's able to enjoy
some family time this weekend.
I know some schools are closed today
and we are making
one of the family recipes
this afternoon or Sunday. We're making my grandma the family recipes this Sunday.
We're making my grandma's scallop noodles or scallop potatoes, cheesy potatoes, some might call them.
And I'm excited.
I mean, I truly, Joey, I'm getting connection issues.
I'll try to add you once again.
You might have to clap if it doesn't work.
I am truly spoiled now on a daily basis with incredible food.
It's not helping. I was going
to attempt to cut for summer, started this whole 75 hard thing. And basically all I'm doing is
offsetting the added calories I've been consuming, but that's okay. It is worth it because the food
is absolutely incredible. I'm not even joking. Every day, at least two meals a day of really, really good Venezuelan cooking, even if it's non-Venezuelan food. My in-house chef is pretty incredible.
you are practically writing the writing room for the whole show now. It used to be
Von Fronten was my copywriter. Now it's really the war room. It's funny because I have a whole
daily show docket. Actually, I may show you this docket so you get an idea of everything that I
have in my notion here. Never before seen. I've never even shared this. Payne has access to almost all of my Notion,
but this, just because I haven't did something wrong
when I linked the two accounts,
my Claude co-work, which goes and scans the internet
and Twitter for all news nuggets,
and then I make some notes,
and then that populates into Notion.
It's just a private Notion.
So never before seen, I'm going to flash, if I can figure out how to do it, I'm going to flash my daily show docket.
But I will just disclaimer with, even though this is my docket, most of, well, I've got, so I've got cloud prepared bullet points and notes.
I've got my own bullet points and notes.
And then most days, I end up talking half the news we talk about is from the war room writing room, not instead of or in addition to the Daily Show docket.
But here's just a quick glimpse for those curious of the Daily Show docket.
We've got Coffee with Captain coming,
402 day I just talked about,
IMF tokenization, crypto market structure deal.
We may talk about non-farm payrolls a little bit.
That drops here in about six minutes.
So you can see the consensus is expecting
to add about 57,000 jobs,
a rebound, but still far below pre-2026,
average of 180,000 a month. I'm surprised we're adding any jobs at this point, to be frank. If it beats, so say more than 75K,
dollar strengthens, yield spikes, rate cuts, Bitcoin headwind, potential downward slide to
63 to 65K. If it misses, less than 30K or negative. Rate cut window reopens. Risk on signal. Bitcoin
relief rally, 70, 75K possible. We'll hit on that a little more at 830. It even gives me like,
here's a, like, I don't read this stuff. I really just get it for notes, but it does even give me
if I wanted to just rattle off scripts. The jobs number hits at 830 AM on Good Friday. Stock market
is closed. Bond market is closed. Bitcoin is wide open. If you're not positioned before this print,
you're watching someone else's trade play out live. Either direction this morning is one of
the cleanest macro setups crypto has had all year. The number's coming. Let's go. That's
Claude voice, actually. We talked about OpenAI, buying TP TPBN AI giant just entered the daily live show business.
Gives me anchor copy.
And again, I don't read all this, but the links are what is helpful, uh, coming from
Claude, uh, more so than the hot takes.
I usually skip over the, uh, macro geopolitical takes, uh, we can review, uh, the most loaded
week of Q2, a little too sensational for myself, but we'll hit on some of these highlights.
And then Weekend Watch List, we talk this NFP number dropping in five minutes.
I ran April 6th deadline, which was extended to April 16th.
FTX Payout Flow Watch, I think all those payments have now hit as of today.
And then they're tracking the drift protocol hacker,
which like I said, it appears to be,
it even messes up because we don't have a Doma live read today,
but that's Tuesdays and Thursdays.
So Claude still not taking our producer jobs,
although it does like to add docket prepared by Captain's producers,
coffee with Captain, 8 a.m. Eastern time.
So Payne, Claude's coming for you.
I kid.
Joey, we'll get to you in a second.
I had one other thought on that.
When I rest read that, it popped in my head and it ran out as fast as it came in.
When I said, dock and prepare by Captain's producers, what else was I going to share
related to that?
Yeah, Claude says, I'm the captain now.
Man, what was I going to share related to that? Well, Joey, help me out. I may think about it here in a second. I think you probably flew up, if I'm not mistaken, when I was bumbling through
Lent, and is it the end of Lent? Is that how that works? Is Good Friday the last day of Lent,
or is today the end of Lent? Is that how that works? Is Good Friday the last day of Lent or is today the feast day?
First off, I want to commend you on your pronunciation of Rayquaza. That was
incredible. Look at this.
I get a BZ badge, the next thing you know I'm pronouncing Rayquaza
correctly. You've come such a long way with your
pronunciation of things.'s it's quite
impressive probably the most impressive thing not 1131 shows but your your pronunciation of names
um but yeah so technically lent ends lent ends on thursday um but today is good friday which is
oh we lost joey Joey got rugged.
Joey is going to buy an iPhone
because he keeps getting
he keeps
getting rugged here. And don't worry,
if you prefer my mispronunciation
of Rayquaza, we've got a clip
coming. Speaking of clips,
Cryptopane grabbed the
incorrect pronunciation of Rayquaza
the first time I gave it a shot.
This is really going to bug me what I was going to share because I thought it was actually...
It was definitely Claude related. Oh, I know what it was.
Pretty wild. Like, good cold open material. Mayhem says, Joey, you need to clear your cache.
I don't think he's, I think he's on mobile.
I think he's on his phone.
I don't know if that would be, if he's on the X app on his phone.
I don't know if, is cache, clearing your cache even a thing?
I've never done that for my X app.
I've updated the X app frequently, but I've never cleared my, I cleared my cache in my browser, but I think he's on pretty sure he's on mobile. Um, albeit
an Android mobile, but what I was going to share, let me see if I can actually find my conversation
because it was kind of like a, that's pretty neat, and memory is really stepping up.
I, how do I hide my other chats?
There we go.
I will, so yesterday, well, I saw it yesterday.
It actually came out a while ago. that it was a research study citing 20 grams of creatine could increase cognitive processing
speed by almost 25%. Now, the sample was specifically people who were sleep deprived,
and I think had only three or four hours of sleep the night before. So the specific claim was that it was a 24 study
in scientific reports that subjects who got a single 20 gram dose of creatine during 21 hours
of sleep deprivation, they would see a 24 and a half percent improvement and specifically in
numeric processing speed at the first post-dose time point,
about three and a half hours after ingestion.
So if you're curious, yes, I did get to bed a little later than normal last night,
slightly sleep deprived.
And so I did my, but I still got up and did my 4 a.m. wake and went to the gym.
And so I ingested my 20. I did
go 20. Normally, I only do like 5 to 10 grams of creatine. To test this theory, I upped it to 20
grams this morning, and I took that at, let's say, like 4.15. So I should now be in my three and a
half hours after ingestion. So you tell me, do I seem like I'm processing 24.5% faster this morning? I don't know. You tell me. I did read the Claude script a little better. Basically what happened, to tie it all together, the 20 grams of creatine this morning helped clear my cache and recover from my sleep deprivation from last night. Now, granted, I did get more than
three to four hours of sleep last night, but not my full seven as normal. So we were testing the
theory live. But my point and what I wanted to share, what I thought was kind of like a,
it's not like that important. It's not like world changing, but I was, as I was reading the, so I just asked, I'll share this, I'll read it with
you all in real time. I was, I asked, I asked Claude, it cites, this research paper and others
available, it cites 20 grams of creatine can increase cognitive processing by 24 and a half
percent. I've taken creatine for years, but lower dose of five to 10 grams daily. What else can you
find on high doses? And what are the downsides or side effects to be aware of, of 20 grams of a
daily 20 gram dose of creatine? Because to me, my first thought was like, man, that's going to
be rough on the stomach. Every once in a while, even if I get 10 grams, I'll get a little nauseous.
I don't have gastric issues because this is saying GI distress is the biggest practical
issue. When single doses exceed 10 grams, unabsorbed creatine draws water into the
intestines. Survey of athletes taking 17 to 20 grams a day found 24 to 30% experienced diarrhea
or GI issues. Splitting into four, five gram doses helps
significantly. So I, I disclaimer, if I happen to like sprint out of here today and then you end up
getting a coffee break, not a minute and 22 seconds, but like it loops for five or six minutes,
blame the creatine. I've never done that during the show. Uh, I'm pretty, um, not to be way too
much information, but, um, pretty but I'm a pretty normal, pretty fortunate
individual when it comes to my GI.
And so I've never had an issue where I've had to take anything other than a mobile stream
drop here on the show.
But if today I disappear for five or six minutes, blame the 20 grams of creatine.
Here's what I wanted to point out, though.
Here's what was kind of like a, this is the whole chat. So new chat, just in chat, non-co-work,
just a new chat in Claude. I ask it about 20 grams of creatine. What are the downsides? What
are the side effects? And good information, good stuff. Talks about water retention, stuff that I
was aware of. It also, like from personal experience, taking creatine when I was playing football, it can
also lead to, like Charlie horses, can lead to cramps because impact on, in water retention and where it's retaining water,
et cetera. Anyways, what blew me away was this. Caffeine combined with creatine may reduce its
effectiveness. Something to consider with your coffee with captain routine. Now I've never told
it. I've never told Claude I drink a lot of coffee
in the morning. It's just assuming that because it helps me prepare a Coffee with Captain Daily
Brief that I must be consuming coffee during this Coffee with Captain Daily show. Anyways,
again, I know it's silly. I know it's nothing really. It's not impactful, but it did link the Mayo Clinic's blog on creatine and caffeine.
And so I also, first time I ever heard this, that caffeine combined with creatine may reduce
its effectiveness.
I did not know that.
So not that I learned something new, but when it's, it tied it together from its Claude's
memory that I host a daily show.
And well, since the daily show is called Coffee with Captain, I'm probably consuming a fair
amount of caffeine during said show.
So anyway, again, I know it's silly.
I know it's not much, but I don't think, I don't think a year ago that ChatGPT or Claude
is making that connection.
I think the memory portion,
and I'm not the first one saying this, I know this is actual real, but I think the memory and
not just the memory, but being able to tap into the memory and make assumptions like this,
I think this is relatively new and maybe it's a nothing burger, but for me, it was like a,
it was kind of a profound moment
for a silly little one-line throwaway like that
that did have a bit of information in it.
But for it to be aware enough to connect dots
that a daily show that it's helped me create a brief for
called Coffee with Captain
must mean I consume coffee during the morning
on a daily basis.
You should be aware of that
when combining it with creatine, it can reduce its
effectiveness. Anyways, I digress.
I saw Andrew flew up here with a hand up.
Andrew, thoughts on clod
or 20 grams of
creatine to enhance
processing
speed by 24.5%? GM, sir.
GM, I was going to go through the actual
topic of the
space, rather, but... By all means. And congrats, I saw you had go through the actual topic of the space, but yeah.
By all means.
And congrats.
I saw you had a recent cooker as well.
100K podcast.
Was that right?
100,000 impressions on a pod?
An interview?
Andrew?
You're muted.
We lost Andrew. X has given us some challenges this morning. We lost Joey.
We lost Andrew. We will get, we'll get them both back up here at some point.
Dobbins does add the new memory model is nice. Notice it's improvement. Like when I'm talking
about supplements I'm taking, it remembers my dosage and where I'm at in the cycle on a new
chat. Yes, that is. And I think that new chat is a, is a big part of it. Like previously there'd
be things I was doing, like for instance, um, I, I, I get help on like basketball drafts and
I found it helpful if I continue to the same chat, because it seemed to remember more than if I
started a new chat and I didn't have to keep retelling it the same thing. Now, without asking it or without telling it,
without even referencing anything else,
it really does seem that its memory has expanded
and it taps into any chat and it taps into that memory
without even having to be directed or told or asked.
Andrew, I think, oh, there we go.
Let's take two with Andrew.
I think we got you back now.
Check one, check two, Andrew.
Hey, we're back, right, guys?
We're back, yeah.
Good.
Appreciate the flowers.
I heard that as well.
Perfect, yeah.
It was 100,000 views on a podcast recently or an interview.
Yeah, it was on X.
It was Impressions.
I think we've done a couple or maybe more than a couple.
I think we did about three or four since the two-year journey, 17-month journey think we've done a couple or maybe more than a couple i think we
did about three or four since the two-year journey 17 month journey that we've done over 100
probably 100 plus on each three four of them which has been nice um congrats on your success
as well nice new badge very on brand for the show by the way i'm sure joey hooked it up as a good
friend that he is and all that good stuff but i think the the acquisition is is very good news
obviously um i mean we were kind of all right with the thesis a couple years ago everyone kind and all that good stuff. But I think the acquisition is very good news, obviously.
I mean, we were kind of all right with the thesis a couple years ago,
everyone kind of in the space,
that, like, mainstream media, for the most part,
when it comes to trust and some of those things,
has been decreasing.
Bad day to be CNN, I guess.
Bad day to be NBC, to an extent.
Good day to be a solo podcaster, solo group, whatever you want to call it.
I also think the two things about...
Can I just reflect on that real quick?
Like what...
Keep cooking here.
I do want to get your full take.
But you say bad news,
bad day for like CNN
and the traditional mainstream.
I have to imagine
if you're working,
if you're an anchor for... And maybe cnn's the extreme example because they
some of those are like high six seven figure paid salary type roles but even some of them i gotta
imagine as they see this news from a couple independent an independent podcast that started
18 months ago sells for a hundred million dollars plus to open it. I got to imagine,
like part of the bad news for this, and maybe this is what you meant, but the CNNs of the world
is they're probably going to feel some pressure about losing talent, not just eyeballs, not just
people tuning into mainstream media, but the talent has to be thinking, especially the non-top tier. If you're an anchor, a news anchor somewhere,
and you're making, I don't know, 60 grand a year, they're probably at least thinking about starting
a side hustle if not going all in on going independent, no? Yeah, Kev, I think that's part
of it. The way that some of these things work, and I got a couple of friends that work in
traditional still, and they're also very worried and it's funny because i believe some
news outlets fox cnn whatever cbc you know nbc depending on where it is bbc if you're in the if
you're in the uk they have put podcast mics in front of the in front of like the hosts which i
find it kind of like fun that they did this kind of almost a little bit of a masquerade it's like
guys the podcast mics
and the way that the mics are situated
in front of the host's mouth
has nothing to do with the sequence
and the way that the show runs.
They're missing the entire fucking point.
The entire point is that there is no narrative creation
when it comes to solo podcasts, spaces, group podcasts,
whatever it is, even single media folks.
There's no preset narrative. Is you let the guests come on, you let them discuss, even single media folks, there's no preset narrative is you let the
guests come on, you let them discuss, you let them talk, you let them discuss the current narrative.
If they want to push one and it's ethical, they can do so as well. But there's no gotcha moments.
There's no headline clipping culture that, you know, fucks them over for views. There's no rage
bait porn. There's none of that stuff. It's being honest. It's being intellectually honest.
And I think it's one thing that the podcast, you know, sector has done very well the past
few years is that they are honest with who comes on and how they come on for the most
part.
There's probably some, you know, shitty stuff in the background, but most of it is kind
of that way.
But I think they're super worried.
Talent obviously is changing.
The way people are consuming media is also changing.
I also think that like in a world of like short form content, I think long form is going Talent obviously is changing. The way people are consuming media is also changing.
I also think that like in a world of like short form content, I think long form is going to make a comeback and you're already kind of seeing that as well. Quality long form, mind you,
not like, you know, obviously has to be quality to that extent. But I also think that most of the
anchors, we don't really know these people. We don't know how they act, how they behave,
how they talk, what they behave, how they
talk, what their family's like, what their friends are like, what the relationship is like. It's kind
of a bit of a misty thing. But with some of the podcast folks and even spaces folks, we kind of
know them more. So there's more of that interpersonal connection despite them, you know, being on TV or
being on stream or being on YouTube, whatever it is, which makes it, I think, more appealing to the
average person to actually, you know, get to know them and stuff like that. And I think on a podcast,
you can actually talk about your story, who you are, what your friends are, what your family's
like, all those good things. So it makes you way more relatable than some of these news anchor
hosts. And some of them, to be honest, Cap, like they're very bland and almost like kind of like
if I had to paint their color on a canvas, it's a little bit gray.
Like I don't really like I'm almost a little bit wishy-washy,
but I have my trusted sources that I listen to for news and all that stuff.
And obviously you're one of them because we know each other.
Yeah, it's wild hearing you unpack it like that because I feel the same way.
Like I feel, I mean, A, I do feel connection with many of our regulars here.
I mean, A, I do feel a connection with many of our regulars here. I also can acknowledge and recognize that it's likely more so the other direction. Like, I'll be at consensus next month, and almost inevitably, someone's going to run up and give me a big hug and feel like we're friends, and we are. Don't take this the wrong way.
Don't take this the wrong way, but it's like, I know nothing about them and they know a lot about my life.
Right. And I think part of what you just unpacked there is there's a lot of extremely talented media personalities on work that works for mainstream publications that works for CNN and et cetera.
Very, very talented, better spoken than myself and uh but i think part of the that lack of a personal
connection is that often these the they're like really buttoned up not saying they're scripted
but they're not able to go off sheet they're not empowered to talk about they're like a
cold open that extends 30 minutes talking about their daughter's lacrosse game that they think no one cares about. Well, maybe,
but I think people do care.
And I'm not saying like y'all care about my daughter's lacrosse, by the way.
Yeah, we care that you care. We care that you care. So now we care.
I think that's, I think that matters. I think it, and it builds,
maybe subconsciously in some cases,
it just builds a much deeper personal connection.
And I think in today's world,
that's becoming increasingly robotic,
increasingly AI or artificial,
I think those deep personal connections
carry more meaning than ever before.
And I think that's why we see things like this massive exit for TVPN and others to come.
And this isn't new.
Podcasts really probably had a moment, a big breakout moment last presidential election
when you just started seeing a lot of like, it was, it was like table stakes. Like you almost had to go the podcast circuit
because that's where the audience not only was, but that's where you were able to get a deeper
connection with the audience because of the relationships that they've built. And I almost
said like one way relationship where the audience feels like they're much more connected with the host or the,
the,
the anchors than the,
but I,
I really do feel it's maybe it's different,
but I do feel it's a two way relationship.
At least I'll speak for myself.
And maybe it's different with social audio and spaces because we do get the,
the audience engagement so often.
But I think even those who don't have live social audio shows,
they get it from the chat.
Like you build a connection via YouTube chat or Twitch chat or any video chat,
any chat that's during live show that you just, you don't have when you're behind a TV camera.
And I'm not knocking those that have went that route.
I just, times are changing.
It's changing fast.
And I, as we talk through this,
Andrew, and I'll go right back to you in a second, I almost wonder,
not only is there might be a flight of talent for people that work for some of these large
media companies to go do their own thing as independents, I wonder if we start seeing new
formats from, like, could we see a CNN live show on, on spaces and CNN probably
wouldn't go with spaces just because of, you know, Oh, it's Elon's app.
But point being like, we could see instead of one of these shows losing some of their
top talent, kind of leaning into this new model of relationship building by way of live shows in the chat and social audio.
I wonder if we see more of the large mainstream publications go this route
and start adding live divisions where it is a little looser.
They do empower their hosts to connect with the audience more,
go on a little deeper of a cold open and share things like,
yeah, my daughter's gang got rained out last night, but they finished the best regular season ever in their girls
lacrosse history.
They won the district, first time going undefeated in the district.
She put up 18 points on the season.
One of her teammates, the junior who's got a full ride at Oregon, led the district in
goals and points and assists. Their goalie led the district in
save percentage. Just a really great season and proud dad moment. And that's something that you're
probably hardly ever, if never going to hear a CNN news anchor talk about. And maybe some people
don't care. Hey man, I just came here for the market update.
I just want to talk about crypto.
I just want to talk about the headline.
Okay, we're going to talk about it.
But over the course of these two hours,
I'm going to weave in some personal nuggets
because I care about it.
And it's my show.
And if you just want the news,
well, there's a lot of other places you can get the news.
But part of the enjoyment I get out of this
is building those relationships with you all and i
don't have that opportunity to do it if i'm just buttoned up and the only thing i'm doing is reading
the daily show docket that claude spits out uh andrew go ahead yeah the the hosts with majority
of these to your point like a lot of the conversation is very curated so it's like you
have a script there's things you can say things can say. The guests get briefed 10 times over of the questions that are coming.
So it's a very kind of like inauthentic conversation that they're having.
Mind you, there's probably some stuff that kind of happens out of the blue and spur of the moment, conversations and questions and all that stuff.
But most of it is hot as a highly curated environment.
And it kind of like comes off that way for the same reason that when someone's having fun and what they're doing, playing sports, talking about podcasts, doing media, tweeting, collecting, whatever it may be, your thing,
when people tell you're having fun, they have fun, watch you also have fun, because that energy
is transferable, energy doesn't stay in one place, it converts, it always moves like energy,
same thing, and I think that that's part of it as well, and Kat, most of these hosts,
aside from Tucker, and there's been a couple of them i think tucker did it very well which is still doing it most of them are not very likable
to be honest because we don't really know them entitling likability means that we probably have
to get to know somebody for at least a period of time and obviously there's things you like about
someone there's things you don't like about them but generally people are either very likable or
not and i think the the guys that tbpn like one of the best things about them is that these guys are
very likable people, super likable, smiling behind the camera, having a good time, enjoying
themselves, all those same things. And people really gravitate towards that kind of energy
and gravitate towards that kind of level of charisma. And I think some of it can be fake,
and some of it has to be kind of innately, I think, established through experiences and all
that stuff. But these guys are very likable folks.
There's people that, Cap, you and I both know, very talented, super, super talented, very highly intelligent, pretty good EQ.
But, like, they're just not likable people to kind of get behind.
So because, you know, they're not naturally likable and some of that's teachable, some of it's not, they don't have a good crowd or a good community for whatever, for that reason.
And I think that these guys have done an outstanding job, the past you know 17 months because it's not very long
at all either like like most like a lot of podcasts have been doing stuff for five years and don't
really move these guys have done not the impossible these guys have done the exceptional uh within 17
18 months and and i think it's definitely marking a new um new milestone within media and information
um a lot of the the vcs have also come out and said since like this moment forward that they do I think it's definitely marking a new milestone within media and formation.
A lot of the VCs have also come out and said since this moment forward that they do have inside, quote unquote, media departments as well.
Because it's a great form of lead generation for the firm or the GP.
But they also said that it's one way to touch people that want to get invested, even from a consumer level instead of institutional, a lot of stuff. So people recognize that this is the future,
but I think like you said,
talent's going to be at a high premium and their likability is at the top of
those skills for that talent.
Yeah, great take.
I agree.
And yeah, again, they're just, I've never met them in person,
but I've listened to the show, tuned in a few times and very likable guys,
very friendly.
And you can just sense that same. And I got a lot of kudos on the timeline yesterday. Many others said the same thing, but you can also sense it just like they are.
Yeah. Just very likable personalities. I don't know how else to describe it.
Jamber says, so like his folks watch the morning news and they speak as if they're
friends, a little different here as there can be back and forth between us and yourself
like the host.
Um, yeah, and I, yeah, like I know people like, oh, I'm friends with, you know, they're
going to talk about, you know, Regis and Kathy Lee.
I don't know.
And that's no, that's not the duo anymore, but you know, you're, you can tell how often
I watch the actual TV.
Um, it feels that it's evolved.
It feels it's evolved in the ability to build those deeper, not just deeper relationships with the host.
I think the other thing is, and I know we're way out on the one end of the spectrum here with X spaces and social audio.
But it happens with any of the podcasts, any of the YouTube channels.
Go to Mr. Beast, go to Rogan's chat, and you'll see the community communicating back and forth.
You'll see the community starts grabbing clips and starts connecting with each other.
Like, I think that part of this evolution in content and personality of hosts and likability of speakers and hosts, I think that your vibe attracts your tribe, so they speak.
I think it brings in similar like-minded individuals in the community.
for community, easier for viewers, listeners to connect with each other
by way of a live stream, by way of chat than it is, oh, we all watch this show on CNN. We all
watch this morning show on NBC. Where do they connect? I mean, maybe there's like Facebook
groups and stuff. I don't know.
Like it's like, I, if I wanted to, if I am a fan of sports center back in the day,
other than the water cooler and happens to come up, how do I connect with other fans of sports
center? Like, I just, I don't know. Whereas if I'm a fan of TVbpn well i connect with them right in the chat it's very simple um yeah really
really interesting joey i say see we got you back up here you can do a quick audio check
because this x seem to be working do you have to join us via desktop desktop or get the phone working
maybe you didn't make it back hello yep we got you wait that's so weird i didn't make it back. Hello? Yep, we got you. Wait, that's so weird. I didn't even request up on stage.
Did you add me?
Nope.
Nope.
That's odd.
I was literally in the bathroom in the other room listening to you guys while I was putting my contacts in to get ready for the gym.
Joey just took 20 grams of creatine a little bit ago, and he is having those GI issues this morning.
I kid.
I kid.
That's really
funny i don't know how i ended up on stage i'm at a loss what what what prompted you to come up the
first time uh when when x was failing you i mean it's it's it's dead and gone now the lend thing
but talking i don't know you guys are talking about like podcasts and like connecting with people and
i like i don't really have much to add outside of i I agree. I think the future of news and media is definitely solo podcasts and things like that.
I don't think CNN and Fox and all those, ABC, are what we're going to see in the future.
And then regarding the creatine, I've never had a problem with creatine.
I guess I have a really good digestive system.
It's never really done anything like that to me before.
But peptides over creatine.
So Katie, teacher Katie says TMI, Joey.
She also is laughing at me when I said Regis and Kathy Lee.
I honestly can't remember who the actual name is. I know it was Regis was one of them. Regis and Kelly? Regis and-
Wait a minute. Hold on. I wasn't pooping. So I don't want people to think I was talking about
me pooping. I was putting my contacts in. Cap assumed I was pooping because of the creatine
conversation. Pooping with peptides in Joey Bowles.
Joey Bowles, that actually,
his he wins the chat today.
Joey Bowles on Coffee with Captain.
But Katie also did educate us
that Lent ends on Easter.
So it's not, Lent doesn't end on Good Friday.
Lent ends on Easter.
So one more Friday of fish
for all those participating in Lent.
I send you my best.
And I'll be joining you.
I'm having shrimp for lunch.
So I will...
Wait, wait, wait.
Hold on.
I have to jump in here.
Lent ends on Thursday, April 2nd this year.
Lent doesn't end on Easter.
Lent ends on Thursday.
Then you have the next three days of the Holy Tridium, which are Good Friday, Holy Saturday, and then Easter Sunday.
So, like Thursday ends the 40 days of your Lenten fast.
So, like, most people continue it through Good Friday because it's good Friday, a holy day,
but it technically ends on Thursday.
We might need pastor Riggs to come in with the official tiebreaker between
Joey and,
and teacher Katie,
a kid,
but it was from February 18th to April 2nd this year.
It was for those that were curious,
it was Regis and Kathy Lee came first.
Then it was Regis and Kelly. then came Kelly and Michael Strahan. So I actually, by Regis and Kathy Lee and Regis and Kelly, both comments were correct. Also, since the war room is become the...
People don't remember that. Like Regis and...
Is Regis still alive? Is he he still alive i honestly don't know
regis philman that was his name i'm gonna i gotta google it now
no he died he did die okay yeah he died in 2020 oh my goodness six years ago he died
welcome back man covid really did numbers with my frame of reference for time um since the war Welcome back. eggs a day. Egg prices, while they've come down a little bit, I'm surprised we haven't seen a
Trump take a victory lap on egg prices, but maybe he probably did. If you have a Detweilers in your
area, this is real alpha, part of the cold open, the stuff that you won't find on a CNN anchor
sharing with you unless they're paid to say it. This is not a paid shill, not a paid sponsorship,
but Detweilers, I mentioned them on the show last week. They have really good meat. It's like a supermarket, but farm market. It's like farm market meets supermarket. And
they're open six days a week. They're packed. And they have, kid you not, good grass-fed,
cage-free eggs, 30 eggs for five bucks. Not making this up. It's like a flat of eggs. So where there's not even
a lid. So you got to be careful when you're walking out with it. I'm sure people have had
some mishaps and you got 30 shattered eggs somewhere. But yeah, Detweilers is the egg
alpha. If you're a big consumer of eggs like myself and you have a Detweilers in your area,
definitely hit up Detweilers for your eggs.
Bro, Easy put a post up. I think it was. Definitely. Definitely hit up debt while there's for your easy, easy.
Put a post up.
I think it was at the beginning of the week.
And he's like, because people were capping on him for for him and
like having a little farm down there.
And yeah.
And he put out a thing showing the the price of ground beef.
And he's like, yeah, y'all, you know,
I think the post was something like,
y'all thought a farm was funny now.
And while he's not raising cattle, I don't think,
but I mean, it goes to speak.
I have tons of friends in my area that have tons of chickens.
I mean, I just go to their house
and they're handing me dozens and dozens of eggs.
It's like, I haven't paid for eggs
in probably over a year.
True story. I'm thinking where, how I could incorporate a chicken coop. I don't know if I
can have a chicken coop. I have, I have a, it's friendly. Like I've never had any issues, but I
have an HOA where I live now and there's probably, I'm guessing a no chicken policy, but yeah, now,
now this is going to be my research after the show today is like,
can I have chickens here?
Can I get a free range group of chickens just having them running around?
I do have a pond,
a mini lake pond in the back that maybe there is,
maybe there's some duck eggs to be had.
I don't know.
Anyways,
it is Friday,
Friday free for all show.
Duck eggs are way better
than chicken eggs. Are they like consistency tastes similar? Like what makes them better?
They're just higher in protein, uh, higher in vitamins. They're just better. Like if you look
at, uh, if you do a lot of research on like starting a homestead uh they will all people always say oh let's get
chickens and cows and the answer is actually uh rabbits ducks and goats are the rest through meat
yeah rabbits for the meat um goats for the milk and the meat and ducks for the eggs interesting
um dobbin says the alpha is finding a friend with chickens.
That's what I really know.
I really don't want to take care of the chickens myself.
But I also, by the way, if you're curious about this Lent conversation,
heated debate happening in the war room right now.
The war room is true to its name.
We have a literal war occurring over the definition of Lent
war occurring over the definition of Lent and when it actually comes to an end.
and when it actually comes to an end.
We've got Riggs and Teacher Katie versus Joey, and maybe one of the most heated debates we've
had in a while. We are disagreeing without being disagreeable when it comes to religious
events and holidays this morning. I digress. It is a Friday. It's a free for all. I did not know we'd be talking about
Lent and eggs this morning, but it all somehow ties together. And yes, the luxury boutique hotel
that will be opening in Costa Rica, it will absolutely have free range chickens running
around and in many others. And I threw this out last week on the show that I'm in the market for,
any others. And I threw this out last week on the show that I'm in the market for,
I think, an investment property in the Boca Raton area. My daughter's going to FAU.
So at some point over the next year, I would like to look at adding property to my portfolio down
there. My business partner and I are in the process of adding another property in Columbus,
Ohio. And if all goes well there, we would look
to roll it forward into another one in the Boca area. After I said it on the show-
Obviously, if you need help on this side of the state looking for something, let me know,
because I can visit some properties for you. And I have a lot of friends who do real estate in Boca.
I appreciate it. And I greatly appreciate it. After I said it on the show,
I kid you not, someone reached out via the DMs also in that market, been considering getting,
picking up a rental property. And I think we're going to, we're going to attempt to meet up during
Consensus Miami and might look to take down a property together over there. And so I say all
that because that's going to be my shill.
If anyone wants to help me speed run the luxury boutique hotel concept in Costa Rica,
I don't have a deck yet, but I can pull one together pretty quickly if you're interested.
The only requirement is we have free range chickens running around for our eggs.
But all that being said, back,
pointing all back together,
thinking how I can pivot back
from eggs and chicken
and boutique hotels
and property around FAU's campus
back to new media,
TBPN,
and or all these other news items
that at some point
we have to get hit on today.
Andrew, I really appreciate
you joining us.
Jesus,
being a media personality
yourself, any thoughts on the earlier conversation regarding TBPN or new media, the relationship
building, the opportunities it presents, and or any of those other topics you want to dive into,
just to give you all a fly back over. 402-day IMF tokenization,
the crypto market structure, that deal is seemingly imminent. And then Coinbase getting
approved for that national trust company charter. We did get some wiser friends in the chat sharing
that a charter can't take deposits like a bank does. This is MeshMesh. Thank you, MeshMesh. The focus is more on wealth management in estates.
But his guess is that this is the compromise that they came to because the banks are scared of competition of losing deposits.
So that would make sense.
So it's like it's not a bank per se, but it enables some, you know, levels them up and adds more, I guess, credibility.
I think good for institutional stuff.
And I've got some other posts we'll share.
But before we go to those others, Jesus, any thoughts on new media or anything else we've hit on this morning?
Yeah, I mean, I agree with Andrew, like 1 million percent, like the organic conversations bring people back.
like the organic conversations bring people back um i've had many guests and founders and teams
try and send me like a script of questions to ask when i'm hosting their team and i'm like
no i don't do that it's like we we ask you just straight up questions it's organic conversation
because you can you can hear it and a lot of teams will come on in the representative that comes on a
space they sound like a fucking robot and it's like this is this is the shittiest and i have
the worst time with it and i learned that early on and now if they don't like it i just they just
don't come on my space or they don't you know they won't come on the stream or whatever because
i just i like the um the spontaneous conversation and seeing where things flow.
And I think people can buy into whatever you're selling. If you have an organic conversation,
rather than, you know, some scripted crap. And it just, it creates way better content.
I remember the first time I had Luca on my spaces,
and this was probably three years ago.
And he DM'd me and told me, he's like,
bro, I talked about some things I have never talked about
on your space before.
I had messages from people from the team, the community,
you know, saying how good of a space it was.
And like that right there made me
realize it's like, it just, just have casual conversation and be, you know, be who you are.
And I think you're going to get some really good content out of that. Sometimes it gets unhinged,
but, but yeah, it's, I agree with Andrew there. Yeah. And you brought up a good point too,
regarding guests. I'm not just saying it because you're all up here, but truly grateful for the guest speakers that pop up often that you all
helped make the show. Very fortunate. And I guess you could say that like, I guess people who aren't
comfortable probably are less likely to request up and join a conversation impromptu. But yeah,
there's some special guests that can be challenging at times. And we've shared here before,
special guests that can be challenging at times. And we've shared here before, like how we're
selected with sponsorship deals we agree to. I alluded to recently, we kind of walked from one
that was, it just, we didn't think it'd be, long story short, they just wanted multiple interviews
and we pushed back hard. We're, listen, we'll like happy to do something with you. We're going to
limit it at one.
We don't want to just be repetition and would be not great for the audience.
We want people checking out.
And they don't have that much shit to talk about where they need multiple interviews.
Okay, we're going to-
If they're not good personalities, it's even worse, right?
It can be a challenge if they're not, if to your point, and hey, if someone wants scripted, Hey, we want to make sure you ask us these five
questions. That's cool. That's very different than,
here's the only thing you can talk about. Like, yeah,
I don't want to say I would never do that, but it's just not our show.
If someone says here,
here's the five questions we want you to ask our founder and you can't go off
sheet. I, we may not be the show for
you. I have a primer that I send guests and it tells them exactly what needs to be done for the
space. And it tells them, make sure you're in a quiet area. Make sure you have great,
stable internet connection, all your tech's working. It shows them how to come
on stream and in the spaces. And it kind of gives them a hint of what we could possibly
talk about, but the flow of the show, because some people have never been there before.
So it's just a primer to get them ready. And I've had guests say, Hey, can you make sure we touch
on these few things? Cause these are, these are like important CTAs. So I'm like, okay, cool. You know, but yeah, beyond going into much
depth, I wouldn't, I wouldn't do that. Yeah. No. Um, and that, that makes sense. And that's
probably helpful, appreciated. I'm guessing as well by the guests. And I just, there,
I think we're just going to continue to see this shift towards more and more, I don't want to say truthful or honest, because that's not fair to mainstream media.
But authentic, I think is the word I was looking for there.
I think authentic conversations and less script, I think, is where we're heading.
I think is where we're heading. Andrew, go ahead and get back in here. And then I did see the
Andrew, go ahead and get back in here.
non-farm payrolls more than expected, rose 178,000 in March, unemployment at 4.3%.
That was a big reversal from the 133,000 decline in February and much better than the Dow Jones
consensus estimate, which was 59K. So I don't know what it means. Market's not, at least Bitcoin anyway, it's basically flat,
maybe a little bit of dip on the news,
but nothing noteworthy.
Go ahead, Andrew.
Last thing I'll say on the topic,
and Kev, I appreciate the air and the mic,
is that I think there's a fine line to walk
if you're hosting a space or a pod
or doing a live stream with guests.
I think there's a portion of the
conversation where the founder or the person on the other side, the person getting interviewed,
probably talks about the product and what they're doing and all that stuff. But I think if it's
the main discourse, it gets a little bit boring, only because that information can be found on
the internet, on other podcasts on on ai on this that
the third whatever it may be so i think having that part of the conversation is important but
i think making it be the entire shtick i think is a little bit where kind of most people fall off
i'll give an example i had cash on this week you'll probably see in the next couple weeks cash
from from jupe one of the co-founders and he he said that out of all the podcasts he's done for, I guess, for contacts, he's at 100 plus.
He said that, quote unquote, yours was one of the best, if not the best.
I asked him why he said that.
He's like, well, because we talked about Jupe for maybe 10% of the time.
And everything else, you're picking my brain about AI, content creation, creator economy, all the things.
He's working on payments and all the other stuff when it comes to at a micro level, sorry, macro versus the micro bit.
And I think that makes more so the interview.
So you're actually getting the guest's thoughts on things about like not his product or her products.
And think about it when the guest comes on, they're probably so much in the weeds of their own product and their own thing that it's like they're so used to talking about it that to do it on another podcast after getting out of 10 meetings about it on the day is a little bit redundant and repetitive.
And they may get some sort of fatigue with their own stuff only because they're spending all day in it.
It becomes a little bit of a relaxed session if you get them on and have more philosophical, theoretical, or even practical conversations on stuff away from their business, away from their life.
away from their business, away from their life.
I think it helps them, but it also makes it show more interesting because there's stuff
that I can get his take on that I wouldn't have heard before if I didn't ask him this
question.
Whereas the conversation, the questions around his own product, I can probably search it
on Grok and get API access, all that stuff.
I'm nodding the whole time because I agree with everything you said there and especially
just to double tap on as AI just becomes more and more prevalent,
if I just want the bullet points,
I don't need to listen to an hour long interview with you.
I can just ask Claude.
And it's out there.
I think having different talking points,
having that some sort of personal connection
and pulling on those strings too.
I see Steve out there,
something I stole from Steve.
And I hope you don't mind me sharing this because it kind of his secret sauce, a great
interviewer in his own right. He, one of his things he would ask anytime we had a guest on
for interview, a stated goal of his, he wanted to ask them one question that they'd never been
asked before. And that came well before Coffee with Captain. I mean, he's, he's a, you know,
And that came well before Coffee with Captain.
I mean, he's a PR, communications, media professional, dating all the way back to his days in Yakima, Washington on the news channel.
But that one simple thing, like ask them a question that they've never been asked before, you're not going to get there if you're just sticking to scripts or just sticking to what they want to talk about.
And most of these people, when they go on media tours, when they're doing interviews, it's a media tour.
Like you might be the first one, but you're probably the first of a dozen interviews are going to do.
Or maybe you're the 10th of 12 interviews are going to do.
And most people are going to ask the same questions, which, oh, by the way, you could go ask Claude or ChatGPT, tell me about so-and-so
and tell me about TPN in this acquisition. And it's going to tell you all the facts. It's going
to list off the data points that came from all those other interviews. And so while I think a
lot of people are going to go to ChatGPT and Claude and all these, and Grok and all these LLMs for
news and updates and data, I think what it lacks
and where it is becoming increasingly valuable is those personal connections, are those questions
that they're not part of the script. They may have nothing to do with the product they're building or
the brand they're scaling, but rather pulling on something, getting a take that's relevant,
but not the talking points. Does that make sense, Andrew?
It does. Yeah, it does. And I think that that's kind of, that's kind of the key. And by the way,
that stuff that's not product-based where you can get that information literally by two,
three seconds, like you said, that stuff, if you clip it is is way more juicy and if you get the guests
thinking in real time it's it's a bonus i'll give you an example cap we have a couple kpis that like
we don't share publicly but like i look to as a host one of them that i'll share is when the guest
starts asking me questions back i know they're fucking in tuned and i know that they're having
a good time yep that's a great um that's actually a great creepy. I might steal that one as well.
Just as I stole the,
the,
the question from Steve.
Let's ask.
I have a question for you.
How hard was it?
Because Steve got a job at open C great,
great job.
And you guys did,
you know,
you did this show over a thousand times together.
And then like for you to sit there yet,
that had to be like,
well shit,
what am I going to do? Am I going to be like well shit what am i gonna do am i gonna
go solo or am i gonna keep going or am i just gonna fold up shop like because anybody on us
three on the stage know like running the daily spaces or podcasts whatever it takes a lot of work
and it's like you know now you just lost it like you just lost your right arm. Yep. So what was that decision process like of like,
do I keep doing this thing?
Or what was your mindset there?
Because it had to cross your mind.
Great question.
I also, before I answer, I have to ask you back.
Are you just playing the game here?
Are you just asking the host a question
because Andrew just mentioned that's a key KPI
that when a guest asks the question, that's a, that's a plus one.
Well, I had, I had another question for Andrew, but no,
I was going to mess with him back, but I, I was,
I'm looking at Steve sitting on my screen right next to this,
right next to Andrew on my screen. So it's just, I mean, like that would,
for me, if my two co-hosts left, I would be like, how would I pivot?
You know, because it, you know, you run, you don't run your space for 30 minutes, you know,
you run it for multiple hours and without people coming on stage.
And that's a lot of stuff to do on your own for two hours and talk and bring good quality
content.
So yeah, great question.
You know, it's's it's tough it great
question first of all i like ending the show or not continue on was never was never an option
didn't didn't cross my mind um i it also how steve did it was it wasn't like while it
i'm trying to think what i can he he didn't like he didn't like run me it wasn't like, well, I'm trying to think what I can, he didn't like, he didn't like
rug me.
It wasn't like a Monday.
He said, Hey, I'm off the show.
I'm never coming back.
It was, it was something that was a process that it was a journey.
And so I was able to think about it before I guess I was able to think that knew it was
a potential outcome before it became the outcome.
So I was able to put some conscious thought to it before I just got the news
or was aware of the decision.
And first of all, I was really happy for him.
I mean, awesome gig, happy for not only him,
but happy for the space at large.
I mean, if you've tuned into half of these shows,
you've heard us, I'm certain you've heard us talk about
how crypto and Web3 native brands have a,
one of the biggest myths is their lack of focus and importance on
bringing on leaders in comms and marketing roles, comms, PR, marketing. It's often an afterthought,
or they'll throw a quarter million dollars at an intern to shitpost on Twitter. And not saying
that can't drive awareness, but a shitposter on Twitter is not a comms and marketing strategy.
It's maybe a part of a comms and marketing strategy, but it's not the end-all be-all. And so for as excited as I was for Steve, I was also excited for OpenSea. I was also excited for the crypto space because I'm hopeful and maybe it's just the permable in me or the optimist in me that thinks that, you know, no pressure, Steve, but I do believe like it can have a positive ripple
effect throughout the industry. It was shortly after that OpenSea hired Steve that Coinbase
started looking for a similar person as well, you know, similar role anyways. And more of that
to answer the question on like what went through my mind or the process is a
mind or the process is a quickly realized that steve was much more than just a co-host while
we're live for two hours i didn't like he for a live read and all that stuff he he would do the
prep he did he only took that on and so i didn't really had to think about it whether it was the
more you know or you know coffee with captain any any of that stuff. He did all the behind-the-scenes work on the live reads and majority, if not all, any sort of deliverables we had for sponsors.
natural chemistry and were so like-minded, but yet didn't agree on everything that it just set
up a just very natural back and forth. It set up a natural two hour conversation where
if we hosted 950 shows together, it was really like, truly, it was like having,
you know, sitting down at a cafe and having coffee with
a friend for a couple hours and we just hit the record button like so so in that part um i knew
i could well i didn't think i could replace that not only would it be big shoes for another ongoing
co-host to fill i thought i would have been a little naive to think I could just backfill Steve and have that natural
chemistry with, with some other person, not saying I couldn't get there at some point,
but it would, it would have been, I feel a noticeable difference. And so chose the route
of not looking to backfill a co-host, but yet let, and the other thing I, we kind of,
both of us recognize when we, when one of us was on vacation or out or we it often led to more community interaction.
When it was just one of us, it often led to more audience participation, more people like yourself and Andrew.
And I mean, you're a perfect example. She's like, you've been on the show with both Steve and I.
You've been on the show with just Steve before. But I think you're a perfect example where where since I've just been solo hosting, for the most part, grateful for Albert joining us on
Tuesdays. And that's something else we looked at is like, maybe we'll do one day a week and
think through that. But since I've just been solo hosting, you've been on the show a lot more than
you were previously. I would say probably you've been on the show more this year in Q1
than you were the thousand shows combined prior.
Is that a fair statement, you think?
Yeah, 100%.
And so that was part of the decision is like,
let's lead to much more interactive, more audience participatory show.
And I think, you know, as I reflect now in the last few months that that's
happened um well it goes back to andrew's point of organic content yep yeah and not like oh steve's
gone let me fill this role and here's our new co-host everyone and it's like you know it just
it goes with the flow you know yep uh thomas adds when the conversation turns to a normal discussion
between two people who have never talked before turn turn into a connection like they've been best friends of
year those are the best ones um it's also it's helped me level up as a host having to go so low
because i don't have someone else i can lean on i don't have like coming into every show i don't know
if andrew's gonna jump up i don't know if joey's gonna jump up i don't know if jesus is gonna jump
i don't know if i'm gonna have someone else to riff off of. And so I, my,
my went from like zero prep with Steve, cause I know we could literally just riff for two hours
to, I now have a daily show docket every day. Some days I'll cover everything on it because
there's just whatever, for whatever reason, there's not as much audience participation.
Other days I might hit on zero to one of the items on the daily show docket because the conversation just takes us elsewhere and we lean into that.
So I keep that flexibility, but it has forced me to level up as a host and do more prep work and be consciously thinking.
work and um and be consciously thinking like it's candidly speaking there's days where it
it it is more work because i i'm you know it when i say i'm grateful for the audience participation
truly grateful like it is going two hours solo it doesn't happen often but there's been a few
shows where i mean yesterday i think drew might have been the only one who popped up yesterday
grateful for drew and he helped bring some light to that, that drift exploit and
expertise that I don't have and greatly appreciate him sharing, not just that he came up and shared,
but two, two solid hours of, of even, even if I cover every item in a show docket, it just,
it's, it's long. It's, it's a lot. Um, so having others to bounce off of, uh, is beneficial, but I don't know if I answered your question directly or not, Jesus, but does that give you a little bit of glimpse into my brain in the process?
Yeah, 100%. Yeah, because, you know, we've we've had one one co-host think about like kind of stepping back a little bit more and my, you know, so it changes it changes the flow changes the flow of, of things and we've been doing it
together for over four years. So, um, you know, yeah, it's, it's a big, it's a big deal. So,
but yeah, I love it. I'm here for it. Appreciate you. Appreciate everyone being here. Appreciate
all the support. Um, quick, a little quick reset. I did mention those non-farm payrolls. Uh,
those non-farm payrolls. I'll share the headline. I did mention it was up 178,000 in March,
more than expected. We shared before the numbers dropped that the consensus was going to be up 59,000.
So over 100,000, almost 120,000 above expectation. Unemployment rate edged lower to 4.3, though that
was largely a sharp reduction in labor force.
Wages also rose less than expected with average hourly earnings up just 0.2% on the month and 3.5% from a year ago.
The annual increase was the lowest since May of 2021.
As has been the case, healthcare was responsible for much of the growth with the sector adding 76,000 jobs.
responsible for much of the growth with the sector adding 76,000 jobs. I'm still a little
shocked that we're seeing jobs being added when you have, I mean, Oracle
just laid off 30,000 of their employees with a
single 6 a.m. email the other day. And I think more and more of these tech
companies, and in some cases it's legitimate, and in some cases there is real
bloat or they've become more efficient thanks to AI. I think in other
cases it's an easy excuse for
them. It's easy out. It's easy for them to use AI as the reason they're having to do layoffs when
in some cases, I think it's rather they just, they overhired during COVID or they've always
had bloat and now they have some outs.
Just related to this conversation though, I want to, I was trying to think, I should have took notes yesterday when I was watching because I don't remember exactly what he said, but this
whole idea of asking a question that someone's never been asked before and trying to tap into something that you couldn't find just in Claude or ChatGPT.
I did, and pointed back to the TBPN.
I listened to the show yesterday.
I don't know if I caught the whole thing, but I caught the majority of it.
And one of the guests they had on was the CEO of Wonder Foods.
Maybe it's just called Wonder.
Mark Lohr is who the guest was.
He's the founder chairman of Wonder Group,
which is a revolutionary fast-fine food hall
and delivery concept valued at over $7 billion.
Serial entrepreneur and former president,
CEO of Walmart U.S. e-commerce.
I believe he founded Jet maybe
and then Walmart acquired Jet, if I'm not mistaken.
I don't know. I should have done more research on that. That wasn't where I was going to go.
He was also – oh, yeah, so he did. He founded Jet.com, which sold to Walmart for $3.3 billion
and Quincy, the parent of Diapers.com, which sold to Amazon. So Cyril Entrepreneur has had tremendous success.
He sold multiple, had multiple exits, and I assume billionaire himself at this point.
But I had not, I wasn't familiar with Wonder. Yesterday was the first time I'd heard about it.
And some of his comments were, I don't think, comments or questions.
I'm going to have to go back and replay it to wonder what it was,
to wonder, Jesus, to understand what exactly the question was
that prompted his answers.
But it got me down the rabbit hole.
It got me checking out Wonder.
It got me checking out Mark Lohr a little bit.
Wonder is kind of like, think of like franchising meets automation meets robotics.
Think of like franchising meets new age franchising, but not for the brand, for the infrastructure.
And they're going to be launching something later this year where for $10 a month, you can tap into their system and essentially launch a restaurant in the markets that they
operate in whatever you want you can put an ai prompt hey create a um help me create a a healthy
bull restaurant for targeted for millennials or targeted for zoomers and it'll help create the
brand it'll help create the the logo it'll help create the menus and the ingredients. So they have basically their concept that they have these basically like ghost kitchens,
but they are leveraging AI and robotics and really working to like automate the process to where,
you know, they'll have like a 2,500 foot facility and they'll project to do 20 million in sales,
annual sales out of a small box facility, but it's not a restaurant where
you're going to go pick up your food. It's the hub. It is the distribution point where they're
going to make food, they're going to ship food, and they'll help. Again, their system would help
you tap into Ubreats and DoorDash and all the delivery systems to where someone goes on there
and a Zoomer searches for healthy bull options
and they see your brand
that looks like a really buttoned up,
really professional brand
that you created yesterday
and you're paying $10 a month for the setup
to tap into the infrastructure of Wonder.
Again, could I have found all that information out
by asking Claude or ChadGPT?
Sure, I could have.
But there was a few other comments that
Mark made that I doubt I would have got. And I think it comes back to that authentic conversation,
genuine connection, and not just some scripted, hey, here's the seven interview questions we want you to ask i am gonna we will hit on imf tokenization we will hit on a crypto market structure deal
although and in the 402 day from coinbase and their national trustee chart although
most of those headlines unless anyone really wants to dive deep probably more like flyover
uh headlines so why i don't know if chesus Jesus has an out here, but by the way,
I did post Andrew's post up top talking about their a hundred K impressions. Go get that some
love. Go check out Andrew's show. And that recent interview, if you haven't done so yet,
Jesus also hosts the show at 11 AM Eastern here on X in abstract. Go hit that reminder,
go give, go give Jesus and friends some love and support on that one
I did have an abstract question for you
I'm not going to ask how many XP you got
I do know
it was far more than the
36, I went
32, 57, 36 I think is my last
three weeks so
clearly not rewarding the streamers over there
I had actually been upvoting and doing a little more transaction
volume but I'm not going to force farm it.
So I'm happy for you and anyone else that's printing on Abstract XP.
But more so than Abstract XP, I'm curious if you have a take on,
and if you don't mind, and I asked you this question,
I'm going to run and refill my coffee.
So if you finish your thought, feel free to continue on.
But I'm curious if you had a take on F thugs, one of the abstract NFT communities and collections. I saw that they announced they're,
I don't think it was an April Fool's joke. They actually are leaving abstract and going to
mainnet. Is that right? Yeah. So we had the, uh, we had a, we had a space yesterday. We had a lot
of founders on there, bearish founders, uh, and yacht actually came on the space the space, and he's the founder of FUGS.
And yeah, the abstract community, I would say, is just very passionate.
You have the homers who believe abstract chain can do no wrong.
You have the ones that think abstract is messing up every single week,
and you have the FUGS community who's passionate
about their IP and their founders so when you have all those three you know those different
dynamics and there's others other groups uh kind of combating one another to me it is it
I don't know what they're going to do on ETH Mainnet, and I brought this up to Yacht,
that you're not going to do on Abstract.
I think it's a harder market,
even though, yes, ETH Mainnet is the mother chain of NFTs,
is what everybody says.
To me, it's up to the founders and the team to determine the outcome and success of their project.
And if they think that's a better, you know, a better way to get liquidity
than abstract, then go right ahead.
I mean, I support any founder
that's actively building,
that's present on the timeline.
Yacht is one of those founders.
What they have planned
when they go to ETH mainnet,
I have the slightest clue.
Go ahead.
Well, Zane, it's funny because I was going to go to the exact same spot.
Zane in the comments says ETH main net better than abstract all day.
Best move GVC made.
I vividly remember GVC was going to launch on abstract
and seeing the success they've had over the past year plus,
well over seven figures of royalties.
I don't want to say there's no chance
that happens on Abstract,
but I would be shocked
if they would have had that sort of success
that they launched on Abstract.
And I have to imagine they're,
in hindsight,
very grateful they made that move when they did.
I don't think it's going to be...
It's also more than just the chain, right?
You got to give Good Vibes Club credit,
great art, great team.
They've crushed it on many things they've done they also gave out a shit ton of honoraries to
the right people that were tweeting they hit the they timed the market perfectly i don't think it
would have mattered what chain because chris and the team are are just goaded so i i don't think
it would have mattered whether or not.
I think if the product is good enough, liquidity will find it.
If the team's good enough, liquidity will find the product.
I agree.
I think there's somewhat of a ceiling.
I think they would have had success.
I don't know if it would have been to the same levels.
I also think it makes sense for maybe FUGs to move. I don't know
as if it's going... I don't expect them to just
all of a sudden they're going to
fly up to 0.5 ETH
or 1 ETH because they moved to mainnet.
There's a lot more than just what chain you're on
that leads to success here.
And I also saw the bearish team
doubling down on abstract.
Yeah, 100%.
I think pros and cons.
My question, though, is like with
the recent
abstract moves and what they've announced
and we're really looking to drive
transactions and, you know,
so if you're not building mobile games
or mini games, excuse me, if you're not doing
something in your NFT
brand that is going to drive
what abstract is looking for,
I think it probably is best they look at.
I think there may be more reasons to go mainnet than to remain on Abstract or to go to Abstract
unless you're building in a something that is what Abstract is looking for.
For instance, Barish is doing these mini games from the brackets to other stuff and kind of checking those KPIs that Abstract is looking for. For instance, Barry's is doing the, these mini games from the brackets to other stuff and kind of checking those
KPIs that abstract is looking for.
Therefore,
I think they're likely to continue to get support from the team and get the
XP bonuses and stuff.
Trust me,
bearish doesn't get everything.
I like,
I I'm in DMS and conversations with,
with Scotty and totally often.
And they don't get the recognition that they've you know that i would say that you know one would expect like bears wasn't number
one on the nft bonus bears doesn't have a badge yet so there's a lot of things that you know that
that people look at it i hear favoritism. Like, BASE went through this same exact stuff. There was fuddy
stuff, there was crap on the chain,
you know, and it's just growing
pains. And in my mind,
Luka's name is on abstract.
He's not going to allow it to fail.
He's going to do everything in his power to not
let it fail. Let me put
it that way. So, and
he's, and I said this yesterday on
my space, a good leader knows how to put good
other good leaders in positions to make something successful and he has sygar over there's in charge
you have michael you have jared you have a lot of good builders that the the uh the discord itself
has a lot of good leaders in there abs chad even though he got a lot of shit from you know a few weeks ago
and you have a very strong core team that's that's helping push the brand and you know and so i think
with that comes pros and cons i think a team i think luca and a team behind you can help but it
also to some of the other the counters in the chat it also adds It's like, if you're going to play the game
that Abstract wants you to play,
if you're going to drive what's important to them
and you're going to get the support from the team,
I can see it being beneficial.
If you're not going to play that game,
if you're not getting the support from the team,
then it can be a, you know, I don't want to say a negative,
but it could be a drawback.
Door does, door, our GV uh, our local GVC whale.
Um, he, he does say respectfully, Jesus is wrong on this one.
So many high end art collectors that minted and swept good vibes club would not have done
so if they weren't on an L one.
This is the fact the provenance is huge for these types of collectors.
No offense to be bearish or others on abstract.
Uh, but they don't have those type of holders.
I don't think it's a bearish take on abstract.
I don't know as if any other chain has those holders. I know they don't have those type of holders. I don't think it's a bearish take on abstract. I don't know as if any other chain has those holders.
No, they don't.
I think that's very mainnet specific.
I don't think, I mean, not only L2s,
I don't think Solana has those type of holders.
I'm sure there's good collectors on Solana
and a lot of those same holders also collect on Solana,
but specifically big collectors that provenance matters that have a big NFT collection.
I think the majority of those individuals that are going to collect,
they're going to sweep something and hold for long-term.
They're going to pay 10 ETH for a one-of-one.
I think most of those collectors are on ETH mainnet.
And while some might say ETH, Vitalik, and T,
they haven't done anything for NFTs, or they've done very little.
You know, they're not supporting your NFT collection.
True, ETH Foundation's not going to pump your bags
like Abstract might.
Unless it's a m'lady.
True.
Unless he does that.
So here's my point, though.
It's like, I see the people that are grave dancing,
and they're like oh abstract is going
down and but like that kind of mindset in this space is so toxic and I just I when I see people
like that I don't care if they're following me or not if we're friends I just mute them
and I move past it because it's like ethereum has its place l1 has its place abstract is in my mind the strongest l2 community out there right i would say
right next to ape chain um and like you know there's not many successful brands that last in
this space and if we sit here and have these know, rage bait tweets out here all the time and people, I've seen different holders that were putting videos up of them weething their fugs yesterday.
And it's like, oh, that crap's not needed.
Like, if you want to sell, go sell.
Like, no need to boast about it or brag about, you know, one thing or the other.
about it or brag about you know one thing or the other it's like what they're trying to do on
abstract is very ambitious and it's different than the collecting culture on mainnet abstract
is a lot of mini games abstract is just coming straight out and telling you what kpis they need
you don't think binance sit there in farms and milks hundreds of millions of dollars in transactions to get higher transactions and pump their chain up to make it look like they're successful right now.
And base does the same thing.
So like it's not if you've been in the space long enough, everyone does it.
Abstract's trying to create opportunities for people to make some money and also boost chain metrics at the same time.
And it's whether you want to play the game or not.
I agree.
I also would double tap on both Abstract and Ape Chain still have arguably the two strongest quote-unquote NFT-driven communities in the sense
of, depending on what you're building, if you're building something game-based that would make
sense to have a 3D rendering on the other side, it would make a lot of sense to go to ApeChain.
You're going to get the support from the team. You're going to get support there
and opportunities that wouldn't exist on mainnet.
Just like if you're building a mini game
that's going to have a lot of transactions,
you're much more likely to get support on Abstract
than you would on mainnet.
That said, if you're building an art collection,
I don't know why you would drop on any L2 right now
or Solana for that matter.
I think you'd be far better off to have
your high-end art on ETH mainnet. So I think what you're building is important to deciding on where
you go and what chain you launch on and where does it align beyond, oh, I'm going to get
some Blast Gold to go launch here. What else beyond XP or Blast Gold or any sort of
incentivized or funding, what else is there? Because that will dry up. At some point,
whether pre-TG or post-TG, the extra funding will dry up. So then does it make sense? If there is
no extra funding, if there is no extra incentive,
does it make sense to be? And sometimes that incentive is enough. Sometimes getting
out of the starting gates is challenging. It's really important. And that pre-TGE environment
can help. It can help you get out of the gates. Yeah. I think it's a matter of what you're looking
for in your brand. So to his point, yeah, collectors collect on ETH mainnet.
Games and mini games and things like that are coming to abstract.
That's what they want.
They want consumer games.
They want consumer products that eventually win.
You know, and everybody's been saying this for years.
Oh, when the masses come.
Like, I hate that.
But they will attract more and more people with major partnerships like they've
done with Red Bull and several other countless brands but then you look at one of the largest
art collectors in the space seed phrase buys wolf game and he brings wolf game to abstract
how well the game's doing and all this and that I have the slightest clue I'm not involved in the
game I don't play it but regardless you have one of the largest, you know,
ETH collectors of art and is the number one rarest crypto punk.
And he decided because he knows Luca and whatever back in conversations
that he's like, I'm buying Wolf game and I'm bringing it to abstract.
He didn't bring it to base.
Does he regret that?
I have the slightest clue.
Maybe he does move it again. Uh, but you know, there, there's something there with abstract and I,
I do know a lot of the team and I know they are working very hard to make sure, uh, brands can
have the most success possible. So I would just say people that, that haven't been on abstract, take a look at some of
the, the brands like, you know, on-chain heroes and, uh, bearish Ryui. There's a lot of teams
that are working really hard to try and bring good usable products into web three. And they're
just shitting on it because of their bias, because they're either Ape Chain Maxis or Base Maxis or ETH Maxis or whatever. You got to open yourself up a little bit here.
I agree. I also think that Fug's leaving could be bullish for the other collections. You got one
less quote unquote leading NFT community that's taking some mindshare from the others. At the
end of the day, there's only 100% mindshare. So if you've got 20
viable collections, now you've got one less. And it could be, I'm not saying they all rotate into
bearish or all rotate into one singular collection, but I think the others could not only pick up some
extra users and active participants, but also that support from the team. And I think what you're
building, what you're looking to accomplish
is increasingly important.
And at the end of the day,
Hizzy nailed it.
The right answer, I think,
if we move forward is not just
not choosing abstract or ape chain
or base or mainnet,
rather go ahead and launch your collection
on wherever you'd like, go launch it on mainnet, but then go ahead and launch your collection on wherever you'd like. Go launch
it on mainnet, but then partner up with Unvault, who, while yes, they're a partner, yes, they
sponsor a segment on the show, I'm not being paid to say this, but they really can help.
Go multi-chain. Go multi-chain with Unvault. Their solution is extremely affordable, far
less than what you pay a dev.
And you can launch on all these chains.
I think all that we just mentioned, ApeChain, Abstract, and Base.
Aaron came on the space yesterday.
A great solution. We talk a lot about I beat the royalty drama, and they'll help protect royalties,
and you can share royalties with your hoarder base if you want.
But equally important, you're able to tap into liquidity of all chains.
And now the pushback is to keep it real,
to steal a line from another sponsor or sponsored segment.
It's probably unlikely that you get the same level of support
from the team on those L2s.
It's probably less likely that you get Luka support
or Apeco support if you launch on mainnet
and then launch with Unvault
to where you're multi-chain and on those other chains.
I think it's probably more likely if you're exclusive
to where you're going to get the support and funding, etc.
from the L2s.
But I think as we move forward,
I think we'll see more and more.
I hope we see more and more
of the multi-chain approach.
You don't have to go in vault,
but check them out.
Reach out to Aaron,
reach out to Ernest,
talk, see what they're doing.
I think you'd probably be blown away
with what it costs to go multi-chain,
protect your royalties,
share those royalties,
all the above.
And I do, I think we see more and more
multi-chain approach
because not all the L2s are going to make it not all the chains are going to make it a lot won't
make it in fact i think there is going to be consolidation but there's definitely going to
be more than just eth mainnet there's definitely going to be more than just eth and solana uh and
hyper liquid you know mega eth uh mega eth has some stuff cooking too. I think we might get one of the MegaEth apps on Teams on next week. And by the way, I know we've plugged, I've showed the referral
link for the MegaCorp, which is launched on MegaEth. They delayed their mint, but I don't
know exactly when. I'd expect that would be April as well. But like if you're building an on-chain
game where the full thing is on-chain,
you probably should look at MegaEath,
whether it's you launch there or you go multi-chain and have your gaming assets on MegaEath.
But as I think through my time holding an ape,
now there's shadows available and you can delegate wallets, all that.
But I like that asset being on ETH mainnet.
I'm not going to play with that asset on ETH mainnet. It doesn't make sense to build a game on ETH mainnet, but it exists in
other side now because of how they've launched. And it's not as full solution as what Unbald is
in the works. But I do have a version of that NFT on Ape Chain.
So where when I pop another side, my asset is there.
Jamber says, only jumped in on many games because of Cheesus, Moody, and Baking for the badge.
Jamber has been super active this morning, always.
I mean, longtime friend of the show.
He's been extra active this morning, both in abstract and YouTube chat.
Jamber, are you able to jump on stream by chance?
Could you join us for a coffee with Captain?
If not, no obligations.
We're still going to give you the pull.
I just would need you to be able to tell me whether you want to swap it or keep whatever you pull.
I know there's a slight delay, so I'll wait until you answer back.
But Jamber is going to be doing our coffee with Captain for Friday. While we're waiting on Jamber, I do want to get our last live read in. I'm going to get a market update. Let's see what happened following the non-farm payrolls exceeding expectations by good margin.
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It's more update time.
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Let's break it down. Daily update right now.
Man, first market update. It's not going to show on the leaderboard yet, but as I went over to CoinMarketCap, I saw ApeCoin.
Speaking of ApeChain, ApeCoin up 8% on the day. One of the larger winners over there from a, on the 24 hour clock standpoint.
I'm not sure what drove that, but love to see it. I don't hold a huge bag of vape anymore,
but obviously big fan of, I do hold some and big fan of the ecosystem and certainly rooting for it.
Looking at majors though, we got Bitcoin flat up almost a percent to 66,540. ETH up a percent to 2044. XRP up 2.69%. BNB up 2.66%. Solana up 3%.
Doge up 2%. Tron is the only one down on the day in the top 10. Hyperliquid. I'm kicking myself
because I said yesterday on the show, Hyperliquid was going to be my trade of the day. I was going
to long it because it was the biggest loser yesterday. It was down five, six, 7%. I said, look like a buying opportunity or a longing opportunity.
I did not. I got shaken out because there was a tweet that went viral. Some whale apparently
unstaked, I don't know how many millions of dollars of hyperliquid. So the speculation is
they're going to sell. I will give, I think our guy Phonix credit. He says 90% of the time this happens and a whale
unstakes, nothing happens. Nothing happens the majority of the time. They're just moving funds
or unstaking, doesn't necessarily do a dump off or a sell. And often most whales are, they're not
just going to nuke a chart by dumping everything in one swoop. So I did not, I was waiting for the
whale to sell. The whale has not sold yet and it has been a nice
rebound on the day. So long would have paid, could have cashed your tickets, but I got shaken
out by other people's opinions. Don't do what I do. Like I said, I'm not a financial advisor.
There is proof evident. I should have trusted my gut versus some random person on Twitter that
told me a whale was going to dump. So I've waited and did not get the long open. So we may go back today.
Heading over to OpenSea to look at NFT markets.
Real quick, we haven't talked about yet on the show Panini going to OpenSea.
They moved their...
They actually had a...
I'll come back to that because I don't know all the details,
but I did see the OpenSea Panini announcement.
Inks from Quirkies, I think they just had a new mint go off.
I don't know if this is a new collection or I don't think it's the new collection,
but something was going on there with Quirkies.
I should know I missed it.
Gimboys up once again, another 33% of the day.
We talked about this on the show earlier this week.
The mint was, I think, 368.
So up almost a 5X for mint already.
Congratulations to all the
Minters. I'm not salty because
shadow didn't work and I didn't get
eligibility even though I should have. I'm not
salty about that at all. I'm not going to bitch or gripe about it
anymore.
I might gripe
about it once or twice more, but I'll try
not to. CryptoPunks down
a percent to 27.49. I did see,
I'm drawing a blank, OTC, OTC Punk, Punk OTC, the main OTC desk for Punks mentioned that he,
Bearish, Bearish take from someone who has a lot of punk exposure, Bearish in the sense that he, Barish, Barish Tank, from someone who has a lot of punk exposure, Barish in the sense
that he said the current punk market reminded him of the Bordea Piat Club market after OSF
and Mando sold, where there was buyers. It gave you the impression that the floor was holding up,
the impression that the floor was holding up,
but the buyers were different,
different buyers,
not the same.
Let me see if I can find his post.
So I can quote it correctly.
What's the handle?
Punk OTC.
I can't find him.
Xsearch unsurprisingly is not great.
Punk's OTC. There's an S in it, that's why.
Punk's OTC, even Borne Ape Yacht Club Premium,
Ape holders have lowered their valuations,
becoming more realistic with asking prices.
Meanwhile, Punk zombie owners seem completely detached
from the market, turning down $400,000 USD bids.
No one's selling a zombie punk for $400K, I don't think.
Oh, here's the post I was referring to.
Much smaller scale, but I think the punk market feels a bit like the boarding market after OSF sold.
There's enough bidders to get the illusion of prices holding up, but the number of sellers keeps increasing,
and the recent net buyers aren't people that typically collect.
Frosty says, now imagine Yuga sells their stack into bids.
I don't think Yuga would do that, but yeah, Yuga's still sitting on,
I don't know, 408 punks, maybe 1,000 punks.
I don't know.
I think 400 400 for some reason
is the number in my head.
But back to the rest of the NFT market.
This is Pudgies up almost a percent to 4.06.
Hypers down a percent to 399.
Apes up almost 2% to 5.27.
Inks, as I mentioned,
that's the Quirkies sub-collection at 0.1.
Mutants up a percent to 0.75. Gimbos, we just talked about, 1,600 Ape. That's up 33irkies sub-collection at 0.1. Mutants, up a percent to 0.75.
Gimbos, we just talked about, 1,608.
That's up 33% of the day.
Normies, 0.12.
Little Pudgies, up a percent and a half to 0.43.
Fugs, up 5% after their announcement of moving to mainnet.
They're at 0.06 ETH.
Quirkies, flat at 1.16, almost up a percent.
Moonbirds, flat at 0.77.
Doodles, up 2% to 0.49. VFriends,
it's showing down on the day, but I don't remember being 1.42. I must have missed that yesterday. I
think they must have ripped up again before being down to flat on the day. But VFriends quietly,
quietly breaking into that next tier of, I mean, they keep at it. We'll be talking
next tier of, I mean, they keep at it. We'll be talking apes, pudgies, and vFriends in that
short list of the tier two behind punks if they keep things going.
BZ Explorer Claw, 1,092 flow. Milady's 1.2, down a percent on the day.
And that is our daily market update brought to you by Awaken Tax. Again, head to awaken.tax, use code COFFEE,
or if you're a returning user, return COFFEE50 to save $50 off your tax prep software.
Speaking of BZ and their Explorer thing being up,
I got a Panini thing yesterday in my OpenSea airdrop.
Oh, nice. what was it i got a i got a uh i got an open sea pool uh for one of the you know the open sea claw machine on bz i
went and pulled it and i got a panini blaster box 2025 uh nfl nice i think it was a blaster box or a booster box but it's it has
like 90 cards in it so i'm waiting on um i was gonna actually ask joey that because i was waiting
on the redeem uh function to like you have to wait like a day or two to get the uh redemption
so i guess they have to authorize it
and make sure they have the item.
So, yeah.
So now I'm waiting on, yeah.
No, yeah.
2025 Panini score football blaster box.
So, yeah.
So I'm pumped to get that.
I'm going to open it live.
I am getting the itch as well.
I'm going to blame Steve on this.
I know he's deep in the cardboard streets,
ripping packs.
He's a busy VIP, and I'm getting the itch to start collecting some more of these.
What I need to do is I need to build up my Pokemon collection of characters that I may or may not be able to pronounce.
Inks, appreciate you, Jamber. Inks is an older collection, but they just redid the art.
Here's a few one-of-ones.
I have a picture on the screen.
Flora knows it's 2.99, 5.5, 80 of the five one-of-ones
that have been revealed.
Yeah, Poppy continuing to move
and speaking to strong communities
and active founders in the trenches.
Much respect.
Yeah, that Mint was originally set by
the original team um and it didn't mint out and poppy and them in order to move the ip forward
for the whole story wanted to mint out the remaining part of the collection i think it
was like 1500 or 2000 or something like that and they decided now was the best time to do it.
And it didn't take great.
Dude, 11 and a half hour space yesterday
is how long Poppy was hosting a space
for that community yesterday.
During the whole mint process.
It was wild.
Yeah, the guy's a grinder.
Brick, bright, brick for sure.
And congrats to Poppy
and anyone over there. I hope, hope some of you pulled a one-on-one. Uh, I need to,
when you get Poppy back on here, I told him we'd do a actual, he pops on from time to time. I told
him we'd get him on to do a full, a full debrief and an interview. I will see if we can get that
set up for next week. Dobbins, congratulations. Dobbins took my financial advice yesterday and
longed hype when I mentioned it on the show. Congrats on the print, sir. Happy for you.
Jamber, I see you're available. I see you're in the chat. So I'm going to go ahead and I'm going to go get this coffee with captain set up here.
Can you just give me a thumbs up or a yes, you're good for, I think I've got 15 minutes to decide whether you want to swap or not.
whether you want to swap or not. And so it's not an instant thing, but I know you're on the clock
or in and out of the day job and might not be here for the whole thing. So just give me a,
yeah, we're good to go. And I'll get your coffee with Captain Klaupel in here.
and um speaking of bc big um big big quarter record-breaking quarter i think they broke
records every single month uh if i'm not mistaken congrats to the bc team i'm not being paid to say
this although i do have the badge courtesy of bc so full disclosure i am uh i am uh a little biased
and they are this this coffee with captain is brought to you by BZ.
So sponsor segment, but they don't, I don't have to, I don't have to shill their, their
data or their stats.
I just, I am genuinely excited for them.
After a breakout Q4, people were wondering what else they could achieve.
Three all-time highs so far in the three months of 2026, 60 million in total volume in Q1,
30 million in total revenue on base, number one consumer
app on base.
Congratulations.
To double down, to tie it all together, the earlier topic of going multi-chain, VZ started
on Blast, leveraged the Blast gold and the excitement around pre-TGE to build some momentum,
was kind of let down.
I don't know.
This is me saying this, not them.
The whole promise of a consumer app and mobile product,
I think kind of fell flat.
And just the excitement left pretty quickly following TGE
and just not a lot there.
So they moved, they migrated to Flow
and continued to build, had a record-breaking Q4
and then decided to go multi-chain
by launching on base in Q1,
and boom, massive, massive results. You can see the chart here on screen. If you're not,
to give you an idea, it was around $10 million in January, $24 million in February,
and then he topped it again at $27 million in March, record after record month for BZ.
Again, big, big congrats. Love to see it.
And with that, we are going to do a silver claw pull today.
We're going to do Clothy with Captain for our friend Jambert.
Jambert, good luck.
I hope you pull a grail.
Let's do a proper play in first so the people love the jingle.
So let's do this.
Let's do a real Clothy with Captain here.
This is a Cloppy with Captain
brought to you by Beezy.
Cloppy with
Captain.
Give that claw as thin.
Brought to grails from Beezy.
Prizes
within.
Mystery and magic.
Where to be
taken.
Cloppy with Captain. It's new times. Jambra, it's your time to win.
This is Cloppy with Captain, again, brought to you by Beezy. You can see here some of the chase items we're looking for.
There's $1,389 Rayquaza.
I think that's going to be the winner today, now that I've said it earlier.
Didn't know it was going to be the chase item. We have a Kujaka. I'm probably saying
that one wrong. Uh, blame one piece and an Ethan Barron versus Najuru. Definitely saying these
wrong, but, uh, Rayquaza, I think I've got down past. So it's a mid nine, uh, 20, 2006, uh, Rayquaza
foil, hollow phantoms. This is, this is what This is what our guy Jambert is going to pull here.
Good luck, good luck.
Let's get Jambert a Rayquaza.
It is in underway.
You can see a couple of these are valued over to grand.
This is the $50 silver claw pull for our guy Jambert.
Celebrating just a Friday, fun Friday.
I just realized it's already 10 o'clock,
so we'll fly through those headlines
here in a minute, but we needed to get this call pull in. Time's flying when you're having fun.
I appreciate Jesus and Andrew jumping up, obviously Joey as well, but really enjoyed
the conversation today and on all things from media to eggs.
a 31 uh swap offer for a 2007 japanese shining darkness flygon uh it's a psa 9 it is a it is a
pokemon flygon i can say i hope i'm saying flygon right uh they this is like a pokemon made for cap
they called it
Flygon. It's a hollow, shining darkness. I can pronounce all those words. It is a 2007 Mint 9
Jambritt. Let me know if you want to swap it for $31. It'll probably be about $30 after fees,
or I'm happy to send you this shining darkness Flygon for your BZ collection.
Shining Darkness Flygon for your BZ collection.
Let me know in the chat if you want to keep it or swap it.
Oh, my goodness, I'm sharing the wrong screen.
Well, that's a talk about dropping the ball on a coffee with Captain.
Here's the correct screen.
You can see the Shining Darkness Flygon.
My apologies.
Yeah, it'll come through in a second now.
Producer Payne tried to help me out there, but I was a little late getting back to the chat.
Go figure. One of these days I will run a flawless show. It's not today. Blame the 20 grams of creatine. Clearly didn't work. My processing was not up 24.5% this morning.
Case in point, was not doing the proper screen share there.
I hope you at least got the music.
I'm guessing the music as well didn't come through because I was sharing the wrong tab.
But Jambert, do you want to keep the flag on?
Do you want to swap it?
It's $31.
It'd be about $30 after fees.
Thoughts on selling Pokemon cards on chain?
I think it's a heck of a lot easier
than selling them off chain.
I'm biased here.
Beasy's supporting me with the badge
and coffee with Captain.
But yeah, I think as a,
when I say I want to get into collecting,
I'm not looking to go buy a bunch of cardboard and then have to deal with listing and create
an eBay account. I am much more inclined to buying these digital assets. Now, ribbing packs are fun.
I will give you that. But I think I'd rather do a call machine as opposed to going to Walmart,
buying some packs and then having to deal with getting them graded,
et cetera,
et cetera.
Jamber is going to swap it and use it for some basketball pool.
Good luck.
Jamber,
do me a favor,
shoot me a DM with your wallet,
either EVM wallet or your,
or your busy profile,
your busy wallet.
And I will get you,
I'll get this sent over to you this morning.
29.14 is coming your way enough for a, you know, hopefully a nice basketball card or
to your point, those claw machines. If you're not familiar, there is a wild card, which is a $30
pool. The silver, which we just did is a $50 pool. They have a gold, gold TCG. That's two 50 in a platinum TCG that is 500. And, um, yeah,
you will, uh, shoot me your, shoot me your wallet, uh, jamber, and I'll get that right over to you.
Congratulations. Well, does there appreciate you, sir, for, uh, all the support. And, uh,
I know you're a busy guy. I know you got a lot going on in the morning. So
grateful you taking a little bit of time out of your day to join us here live.
I said that the war room is now writing the show.
Mayhem brings in sometimes scary news items.
This one is more than 3 million bottles of eye drops sold at CBS and Walgreens recalled over sterility issues.
You mean the eye drops will make you go sterile?
If you're in baby-making mode, I You mean the eye drops will make you go sterile? If you're in baby
making mode, I guess check your eye drops. I think we talked about Kirk Cousins signing,
that was breaking news yesterday on the show, signing with the Raiders. I can't picture,
I couldn't have, if you say who would be a good mentor for Fernando Mendoza,
I would say Kirk Cousins with Tom Brady on the ownership team.
Like the guy is being set up.
I think he probably doesn't start week one now,
but I think he will start this year.
And I think that's good.
I think it'll be best for his development,
best for his long-term success in the league.
And the guy's going to get paid.
He's got, I may be wrong here. I think
Cousins and Brady...
Rodgers might have earned more in his NFL
career, but they're two of the top five
for sure, maybe two of the top three in terms of
career earnings in the NFL.
And yeah, not only
is he going to be mentored on the field,
but he will be mentored on how to
maximize his earning potential in the NFL
for sure. Just as long as he doesn't invest in FTX, he should be mentored on how to maximize his earning potential in the NFL for sure.
Just as long as he doesn't invest in FTX, he should be fine.
If you didn't get that joke, Tom Brady was an investor in FTX and one of the ones that got,
I think was part of the suit.
Actually, I don't know whatever came of those suits.
A lot of the celebrities that took deals from FTX got named in lawsuits, but I never saw what came of it.
It might still be going on, but I never saw what came of it. Might still be going on, but just made me think of it.
Jambert, again, you're very welcome.
Thank you so much for the support.
Jolly Elf had Simple Farmer thirst trap photos holding up the whole chain.
Yeah, that is Simple Farmer definitely doing his part to support Ape Chain for sure.
Diablito, I remember Flygon from Pokemon Go. I do not, but pretty good looking
card. Again, congrats on the pool and good luck on your next pool jamber. Appreciate you very much.
A few other flyover items. We'll get you all out of here today. I'm just going to read the headlines.
I'll pin these posts up top if you want to do some additional research. We talked about the
Coinbase approval from the National Trust Charter. Again, it gives them some banking capabilities, but not a full bank,
but one step closer. Keeping it with the Coinbase headlines, they did just say they are one step
closer to, this is from Mr. Cryptos, as they just said, they're hours away
from the final crypto market structure deal. This came out at 2.41 AM.
So solid on X. It must be true. We're getting close. I kid. I don't know. It could be a ways
off. What is real news for sure, though, is the IMF, the International Monetary Fund,
says tokenization is reshaping regulated finance by moving assets onto pergurible ledgers,
delivering efficiency gains, but requiring strong
policy and trust anchors to protect stability. Read our new IMF note on the issue. I think IMF
is made up of like 192 countries or delegates from 192 countries. Pretty, pretty big deal.
They put a whole, basically their version of a white paper. It's a PDF that's almost a full megabyte, 23 pages,
talking about the future of finance and tokenization.
And man, I just, I couldn't be more bullish long-term.
We're at the tailwinds we have are unlike anything I can remember in crypto.
I think if and when the global uncertainty settles
and we get some rest on the geopolitical front, I think we could
absolutely sin. Now that could be April. That could be October. It could be April of 2027.
I don't know when, but man, there is so much that like a lot of this stuff was pipe dreams
not long ago. You know, just a couple of years ago, this stuff was, we'd be doing backflips if this stuff happened.
One of these is this 402 foundation, X402 foundation.
Just look at the names on here.
AWS, American Express, Base, Circle, Coinbase, Google, MasterCard, Microsoft, Polygon, Shopify, Stripe, Solana, Visa.
Like, imagine, like we said, all these companies are going to join a foundation.
This was under the Linux Foundation or merged with the Linux Foundation.
It was initiated by Coinbase, Cloudflare, and Stripe, a broad coalition of industry leaders.
The X402 protocol is a universal standard that embeds payments directly into web interactions.
It enables AI agents, APIs, and apps to send and receive value or money as easily as they trade data.
By giving the protocol a neutral community governed home, we are ensuring that sending
value online becomes simple and interoperable as sending an email.
Earlier talking about TBPN, they also had Jeremy Allure.
I might be telling you, I'm sorry I was saying his last name wrong.
The CEO of Circle was on there yesterday. And, you know, talking about how sometimes like you use in conversation, authentic, genuine conversation where hosts aren't just reading off a script or canned questions, rather pulling on some strings, asking some questions that might not be asked before.
that might not be asked before,
Jeremy yesterday had this to say.
He said, right now, AI, the AI community
is more excited about crypto than the crypto community.
And I think he's probably spot on.
You see this stuff like this XO402
and these big brands, these big names
that are pouring into it.
And all the AI developers,
they know their agents are going to transact on chain.
There's so much of a groundswell
coming from the AI community. And if you look at crypto Twitter, you'd think it's doom and gloom,
and it's over. It's wild to me how opposite directions it feels like cinema is going
from those deep in the AI streets versus those deep in the crypto streets.
And it's going to take a little time. But I really do believe there's so many tailwinds for crypto at large. Very exciting time
to be here. And it's going to be an interesting weekend. We have markets closed today. I would
not be surprised if we get some other major news dump from the U.S. administration.
Maybe they don't wait till 435 because markets already closed.
But I wouldn't be surprised if we get a volatile weekend and something else coming out of, you know, whether it's Iran or otherwise.
But maybe we get this crypto market structure deal done today.
I would be surprised if that happens on Good Friday, but it seems like some things are
heating up there and next week should be exciting for sure. Diablito just shared, this is from
Cointelegraph yesterday, Canada, their new stablecoin framework will require issuers to
maintain one of one reserves, register with the Bank of Canada and offer at-par redemptions,
full regulations expected to come in force by 2027. It's programmed.
It's happening. What does that mean for your NFT bags or your altcoin bags? I don't know.
It's probably not going to do anything in the short term, but the world is coming on chain.
They're not putting the genie back in the bottle. The train has left the station,
as they might say,
like it is,
it is happening.
It's just a matter of how much,
how fast. And a lot of this stuff,
because it is institutions,
it is nation state governments.
Like it's going to take some time,
but it's beyond a signal at this point.
They're,
they're,
they're telling you like the deals,
in many cases,
the deals are done.
It is just a matter of,
of when,
and then what is the downstream impact of stuff like this X402 Foundation and all these big brands getting behind agent to commerce and agents transacting on chain.
So very exciting time to be here. Thank you all so much for those who joined today. It is a Friday. We'll get you out of here. Apologies for running a little bit long today.
I know you got places to go, but appreciate the conversation. Thanks again to Jesus and Andrew and Joey for joining us. Shout out to BZ for that coffee with captain pull this morning.
Congrats to Jamber. Very well-deserved.
And you don't have to, I mentioned that those invites are coming soon for the war room.
If you'd like to continue the conversation, also head over to coffee with captain.com, drop your email.
We will be that the newsletter, The weekly newsletter will go out tomorrow.
You'll get you links, reminders, recap on the week at large.
And look for those invites coming soon if you'd like to join us in the chat to keep the conversation going.
But as I said earlier, Cheezus has his face at 11.
Andrew's interviewing GoCatch, a lot of other good content out there.
of you can go catch a lot of other good content
out there. Support your independent
Support your independent crypto creators.
crypto creators. Maybe
one of them. Maybe Cheesus or
Andrew is the next one to sell to OpenAI
for $100 million plus.
I was playing around with it yesterday. I don't know. I think
Quad
with Captain has a good ring.
Quad Fee with Captain
maybe. I don't know.
Anthropic, if you're listening in,
there's a number for everything. And my number would be less than $100 million. So DMs are open. Anthropic, if you're listening in, there's a number for everything.
And my number will be less than a hundred million. So DMs are open. With that, thanks again for tuning in today. Appreciate y'all. Had a great week. Enjoy your weekends. Enjoy Easter for
those who celebrate. If you're not celebrating Easter, I hope you have some enjoyable time with
your friends and family this weekend. We'll be back Monday, 8 a.m. Eastern time. Have a great
one, everyone. time have a great one everyone Bye.
