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Markets Nuke, Rekt 1M Drinks, Aster prints! on Coffee w/ Captain #992
Recorded: Sept. 22, 2025 Duration: 1:22:22Space Recording
Short Summary
In a recent discussion, crypto enthusiasts explored the evolving landscape of digital assets, highlighting trends in project launches, token opportunities, and the importance of strategic partnerships. With optimism about market recovery and the potential for significant growth, participants emphasized the need for thorough research and caution in navigating the crypto space.
Full Transcription
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy
Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy Let's buy it seems copping the pyramid schemes i'm telling you i'll sell you a percentage our nebula shout
out to this yo set it up surfing on the web and i'm shooting at three i've been golden when i got
my g i'm an alien boy from a different planet yeah so i got my drink i'm riding in the 1920s
model t ford car era lord call me levi playing on keys boy can i buy to put my gloves on if i
said it then i meant that yeah i like that one i'm about to get that crash that whip for the I'm on fire. Thank you. Thank you. I'm getting thumbs down. Let me try that again.
We're getting all the thumbs down, which is very appreciated,
because apparently it muted me after it started.
So hopefully we're good now.
I'll wait about 15 seconds on that delay, but we'll try it again with the...
Okay, we got Kazzy giving me the O-face.
Is Kazzy giving me the O-face because we are live?
All right, thumbs up. Welcome to Coffee with Captain.
I'm doing my best Cap impression.
Give me a little bit of a break here.
First time using the Broadcaster.
I'll take a picture and share it later.
Cap is on the beach in St. Croix.
As a reminder, nothing here is financial advice.
NFTs are exceptionally risky.
Neen coins are exceptionally risky.
All this could go to zero at a moment's notice.
So please do your own research.
Don't take anything.
People who are guests on the show today may hold things that they talk about.
Did my best cap impression.
Don't know how that came across.
But do us a favor.
Give us a like, a retweet, a comment on the room.
I'm hitting these GMs.
Make sure everybody lets me know, though.
It sounds like we're good to go on the streams.
Sounds like we're good to go on the YouTube.
Sounds like we're good to go on the space.
Excited to have, for the beginning of the show, thanks for the repost there, Opportunist.
Thanks for the tip, Von Fronten.
We have a very special co-host guest, a good ape, an ape that we all love, grateful ape.
Sir, for people who don't know, why don't you give a little bit of intro on yourself,
a consistent contributor, as I was saying before the somnia king i'm gonna help you with
the h coin rate leaderboard today gm how you doing today sir gmgm steve super hyped to be
here such a beautiful monday what a great day uh maybe better day if you're not looking at it
charles but we're gonna get into it probably to introduce myself uh i joined byc club since uh
the mint i love nfts oh don't don't unmute in spaces don't
unmute in spaces by the way just unmute here yeah you're good you're good i i actually unplugged
from my board anyway so everybody lost us for a second so now we're gonna get it going but go
ahead keep giving your intro it's like a muscle memory man i saw myself on stage uh i've been
hosting a grateful show since uh february 2022 we've had so many amazing guests
artists builders project founders community members etc etc and i love this space man i
love what you guys doing i love all the all the builders in this space and yeah man really really
hyped to be here yeah and and uh look i'm excited to have you here we have an interesting day today for sure market is uh a little bit um a little bit uh questionable uh thomas giving a shout out
my somnia grateful ape trying to keep up with him in season five of somnia so obviously the uh the
the somnia far more i way too hard and i wouldn't even say faded i had a call with paul before
everything launched and we were going to do something and then we both lost touch so uh down horrendously on that as we
go but um you know a lot of times we cold open on this one and we talk a little bit about our
weekends everything going on before we get into it uh usually by about 8 15 while people warm up
the room hit some GMs GMs in the chat out there uh uh, to all our good friends, FFV, Mel, now good, uh, give
me, I can hear you. I just need to make sure I don't unplug my phone again during grateful's
intro there. I think I accidentally unplugged my phone. So thankfully he was off me for that,
but I think we're good in the whole, uh, soundboard set out. Shout out to fly ride
for helping me get that sucker set up as well. Uh, beasting. Thanks for the, uh, the heads up
on the audio there, aspiring nobody GM, uh, buckle up, uh, the heads up on the audio there aspiring nobody gm uh buckle up
bucked up always actually here in the morning as well as logo moco so again all those comments it
helps us get people there actually bookmarks according to uh according to some nft algo
heads says that bookmarks are actually quite impactful uh in helping there so give me those
bookmarks you don't check your bookmarks anyway, but grateful.
Over the weekend,
relatively quiet weekend
on the crypto front.
Anything on the personal front
you got into over the weekend?
I know you just mentioned
you're heading to Vegas now.
You got that done.
How was your wonderful weekend
as we get warmed up?
Yeah, that was definitely main point,
planning for Vegas.
I finally booked flight tickets.
So all good, guys.
We're going to see each other there.
It's going to be crazy.
And I really enjoyed Project Outbreak with other games, man.
It was fun.
It was crazy.
I think it was Saturday.
So, man, I love it.
Did you join too?
So I did not get the chance to join Project Outbreak.
And I am a big, I'm obviously a big fan of Other Side and everything they're
building there. I have not been able to get Another Side nearly
as much as I want. So was
Project Outbreak sort of an infection
game? Tell me about what that was because
I actually totally missed that one and
I am, again, feeling
the FOMO. I had a little bit of a busy weekend with the
fam. First,
I would love to give a shout out to other games
because they are organizing these games every
weekend and they
have been doing it for
us as a community and I think it's a great way to
explore other side, man. To see
what works, what doesn't work, how can we utilize
it for the future. So I think they are doing a great
job. And this was the first one in
Outbreak in the new game that I think
was released probably
in the mid of the last week
and yeah as you said man you go
there you get infected or not it depends
and you trying to collect some
something there I was quite bad
I won anyway but I was quite bad in that game
so we'll see how it goes
but people had a lot of fun and we have amazing
videos from that also
there's amazing price pool so yeah can't
wait for another Saturday. Yeah,
I think those guys at other games just do a tremendous
job.
Honestly, it's one of the better
it's just
they really, really are
what the club should be. They have
something they like doing. They're not looking
for anything in return. They're not looking for special
now they do and they have gotten some support
but they're not looking for anything in return. They're not looking for special. Now they do, and they have gotten some support, but they're not looking for anything in return. They're not looking for anything special.
They're just looking to, you know, bring the club together and play some fun games. And it,
it's worked, uh, quite well overall. I mean, it's, it's been for sure a, um, a, a, a joy to watch
them sort of go to work and cook a little bit. So, um fan of a fan of their of their work and something
that i i need to be doing a little bit more of myself um because i just i haven't had the chance
to uh to dive into too much of that but are you so you are you are big on you mentioned the other
games guy other side um in general i mean you're enjoying playing around you're i think if you have
an as an nft guy if i were to characterize you that way. Obviously, you're a
chain guy on Somnia as well, like with
how hard you cooked on there, but
the NFT guy,
how are you feeling about OtherSide on the whole
as a platform
as it continues to get more and more people
in there?
I think
it was amazing to see people having their
own 3D avatars, like collections like Foxy, of course, Jeezz and MeeBiz and so on.
I think this is going to be a trend for the future and I think it's kind of a game changer to see collections bringing their 3D avatars.
I think it's not easy to actually build like 10k collection and make 10 a you know uh 10 000 3d avatar so garga also mentioned that
collections can go the way that they have one like uh curtis right 3d curtis for the collection that
people can use absolutely love that also you can see already in the in other side that you have
that like xp bar there so there's probably going to be some quest you'll be able to uh to progress
and it's very easy to actually send NFTs
on Ape Chain inside
the other side. So we are
sending Blunt,
that's a popular game, but
you can send Ape Coin. So I
think for NFTs it's going to be very interesting to see
how builders utilize that platform
because Bathroom Blitz
and also Outbreak
wasn't built by Yuga so this is going to open
new possibilities for builders
and we know many builders in our community
they've been already building some experiences
we just haven't seen them
I think it's going to be very interesting
Garga also mentioned that there's going to be
a marketing push
with Project Nexus
we'll see but I really enjoy it, man.
I enjoy bubbles.
I enjoy talking with people there.
There are new modes.
I don't know if you saw that,
that you can basically create something
like a bubble without bubbles,
so you can just walk around
and chat with your friends.
So yeah, I like it.
See, I like that,
because I think there's a couple things
that go in there.
I think one and again as always
give us a like retweet a comment in the room
we appreciate that
there will be no codes today we're not doing
another open page I should say
today we closed out that campaign
on Friday we'll be drawing later this
week to give those winners
the 3,008 for the first
for the full set collector the
2,500 first place 1,500 second place, 1,000 third place.
And we may sweeten the pot a little bit
because you guys did come out and drop us
to the number one open page community,
and we said we might do something special there.
So give us a little bit of love.
But I think what you said there is interesting
when you talk about the different types of experiences
because my biggest feedback on the other side initially
was that they almost seemed
like, you know, there's this phrase that Sheryl Sandberg had said that I don't remember where
she had heard it. It's done is better than perfect. And I feel like in the initial first trip,
we kind of messed around. And then in second trip, we messed around. And then there were these long
gaps. It would be months until we got another side again. And they wanted to make things just
right. And my take on it was always, I don't need you to get it just right.
I just want to mess around with my friends in the metaverse.
And I think that there is this concept
that the world is getting more and more digital.
Digital ownership is going to matter.
I remember walking around with my ape
in like the MLB baseball partnership they did
that was really cool a couple of years ago.
And I just think that I look at my kids' activities
and I always say this, like that
if you want to know where the world is going, you really just need to look at what kids are doing.
And one of the examples I give is when I was growing up and I played video games,
no adults played video games. I'm 42 years old. When adults played video games, it was like
my parents played Tetris or Dr. Mario, and that was it. And if you played video games in adult,
people are like, oh, what a loser. You play video games. Well, I grew up playing video games. I don't see any reason I should give
it up. As I get older, my brother and I play Halo multiple times a week. I play NCAA football. I play
video games in general. And I found that my generation and ones below age up into it.
You see this sort of behavior and consumer behavior age from people into where they
ultimately end up. And I think with kids as well, like I see my kids, Roblox, Minecraft, Fortnite,
they're getting skins or doing digital things.
But if they have a glitch in Roblox
and my daughter loses her grow garden items
or her pet simulator 99 items,
she doesn't get them back, but an NFT changes that.
So, and we've heard the Roblox CEO say
that sort of NFTs and the blockchain are the dream,
I believe is what he called them on a CNBC interview.
So when you talk about the world becoming more digital,
you talk about these types of experiences.
My biggest complaint on the other side was I go in, I do some shooting game.
I'm not particularly good at this, not good at mouse shooting.
But as they do more types of games and more types of experiences,
that's where they have the chance to level up.
So I think somebody is going to do this. And look, in 2021, we had a lot of things promised to us by every single project under the
sun. We're going to give you a metaverse avatar. We're going to give you a metaverse car. We're
going to give you all these things. Now BoardApe Yacht Club and Yuga Labs are doing that for their
community and for other communities. So I'm with you. It's fun. It's a good time. And I think major opportunity and a big
swing. And I've said a million times, I'd rather a company take a big swing than kind of quietly,
you know, go through this docile playing it safe, because that's not what this is about in this
space. So yeah, reaching in my bag, pulling on to Dr. Mario. Thank you, Von Fronten. He also said,
it's nice to see the incremental gains on other side, more use cases for people to log in.
Excited to see the market pushing behind it.
Speaking of the market,
how are your bags feeling right now, GratefulApe?
Because I am feeling less than ideal at the moment.
Oh my God.
I have a lot of ApeCoin.
A dip, of course, too. course too so yeah man it's crazy uh what i'm really
trying to do um past few months is really observe more and not not stress much because i think zeneca
wrote an amazing article about it because he was a he was a professional poker player right and you
you're gonna experience that too in Vegas, right?
When you play poker and you see, for example,
like, you know, five iPhones, 17 Pro Max,
two terabyte value of money,
you can think about it in terms of value of that, right?
It's chips, it's numbers, right?
So trading is numbers.
You can do whatever you do.
You know, you can do your best.
Sometimes it doesn't work, but I don't think that the cycle is over. So, you know, I'm in so many group chats, like everyone is still super bullish. So I hope we're going to see it all time high again. But I'm feeling, to be honest, quite okay, because I'm excited about ApeFest. I'm excited what's happening in the space like so many builders doing cool stuff so that probably helps me to survive. And also one more thing guys like
I remember like two or three years ago we had a space and we talked about how much money you
should have to survive as a crypto trader right and and few people said like oh like three four
months if you have like you're good and it's 100% not good. You really need to have maybe one or two years,
I don't know, to make it,
to not stress out about these dips.
And it's very tough for me to buy more
because I'm so overinvested.
So yeah, I probably just ride it and try to survive it.
But yeah, how do you feel, Steve?
Let's do this.
I will talk about how I'm playing the market.
I'm going to fire off because we do a daily market update
sponsored by our friends over at ApeCoin.
I'm going to fire that off so we can look at the prices
in case people were living under a rock this weekend
and missed what was going on there.
Talk about that.
Talk about the NFT prices.
Then I'll talk about how I'm playing this market
because I have a pretty defined strategy in it.
So we will fire into that and then we will
we'll go from there the daily market update powered by apecoin the home of NFTs, because now what's next? Come on, my head. Time for looking for this time.
It's time for fun time.
It is time for the Daily Market Update, powered by ApeCoin, the home of NFTs, the home of Project Raid.
ApeCoin has it all, bringing fun, culture, and community to the blockchain.
Dive in and see why ApeChain is on top.
And look, I'll share this out because I realize as we're talking about it, we probably should give some context on it.
So majors back, they were peeking back a little bit,
but you can see Bitcoin down a couple of percent to 112.
Ethereum down almost 7%, 6.5% about, down to 4,100.
Teasing down, going to that 3,000 range after we got so excited
about kissing up to that 3,000 range after we got so excited about kissing up to that 5,000 range.
Solana pulling back almost 8%, even though it was the darling of the past week or so with all of
those ETF rumors. I'll go into some of the ones that we all track, some of my faves in one of my
portfolio numbers. You'll see red basically across the board. Hyperliquid down back below 50.
across the board. Hyperliquid down back below 50. Pengu down 15% almost in the past 24 hours,
13.3%. ApeCoin down about 10%, sitting around 53 cents there as Project Great continues to go off.
RectCoin after having a nice run-up down 27% on the week, 11% in the past 24 hours.
And I will say two that are interesting going up at the moment.
I'll pull up two interesting ones.
Aster, which I'm sure we'll talk about today, absolutely cooked over the weekend.
That was actually one of the big stories over the weekend.
CZ working on a hyperliquid competitor, One of the ones that has been up,
up only in the past week.
It's pulling back a little bit right now,
but actually it was everybody's cooker.
I completely missed it because I was spending time with my family.
So that one will kill you.
Story protocol.
Also I pinned a tweet up to the top,
actually working with them on a couple of things,
but story protocol up as well on acquiring some,
or not acquiring, but co-opting some Korean IP
for their protocol as they work on sort of IP coins
and move that along.
So a couple of those that are up,
looking over at the NFT market here in a sec,
I will pull up some floors.
And this is the interesting one to me,
is that NFTs, a lot of people have a lot of thoughts on NFTs.
Bored Apes up on the 24- 24 hour up to about 9.4 each pudgies holding that 10.4 range down just
a titch crummy swiggles down uh but still holding in that 429 range moonbirds finally taking a
breather down uh to 2.66 and mutants holding relatively flat i bought a mutant over the
weekend or on Friday,
I believe.
And it was at about the price it's at now.
So it hasn't moved much.
Will pudgy flat at the moment,
but down about 7% in the past day as well.
So a little bit of a pullback me bits up on sort of that me bit strategy
play.
We've heard Sir G2 pretty excited about that,
but market pulling back quite a bit,
I'll kind of tell you how I'm playing this market. I've always been a pretty big advocate of my
investing strategy is what I call the sleep well at night strategy. And the sleep well at night
strategy is pretty simple. Am I stressing about things when I put my head on the pillow at night,
or am I able to go to bed and wake up and not worry about where numbers are? Now, obviously,
I don't want to see my numbers go down, but I have gotten over-invested before, probably the 2021-2022
timeframe, especially in NFTs, way over-invested, and it didn't end well for me. I remember the
ApeCoin drop was another one where people watched in real time on the show. I got the ApeCoin drop.
It was more money than I've ever been airdropped in my life or ever received.
And I was so excited about it.
I sat there on the show agonizing about it.
After the show,
I sold half and I slept like a baby and I was fine.
So it's like figuring out that perfect balance for me is how I need to do it.
So I've gotten to a point where the money I've invested and have working for me
is money that I know that I'm okay with,
that I'm in a good spot with, that I can go up or down 10, 15, 20%.
And, you know, we've had some liquidations.
Things haven't gone super well, obviously, on the majors,
but I'm able to hold strong and feel good about it and potentially even buy some dips.
The way I'm playing this is as follows.
Number one, this is why I got into DeFi in the first place.
The market goes up, I can make some money.
The market goes down, I can make some money.
This is how I roll.
This is kind of like the way that I've been doing things lately.
So opening my LPs, my pump and hype LP.
Now, the downside of double-sided LPs like that is that
when both assets go down you lose a lot
of money versus I had a sole LP open with liquidity pool and I know we've talked about
on the show before but I've had a sole liquidity pool open with USDC and sole that just dollar
cost average into sole so now I hold more sole it slid all the way to that and I haven't rebalanced
into USDC because it effectively let me dollar cost average into Sol on the way down. And I feel good about Sol. I think Sol is going to be a
$250, $300 coin. I'm not worried about it hitting those numbers. So that feels good.
So I've been playing a lot of DeFi. I have some stables I might deploy, but I'm kind of gun shy
on doing that right now. I just don't think I'm going to go buying more things. I kind of like
having my stables be stable.
But I've sort of gone from being
a very simple man holding spot
to a much more complicated strategy
where I have certain money
in yield earning vaults.
So I'm earning interest.
I have certain money staked.
I'm earning off the staking rewards.
I have certain money in liquidity pools.
I'm earning money off volume.
And so I've been playing a lot of that.
And then from there, it's just, you know, continue to stay the course.
I mean, there's up days, there's down days.
And then I'll hand it back to you here in a second.
But I think this is kind of the concept that I always talk about that nobody here knows what they're doing.
Probably the past five times, there's been a consensus call.
It has been maybe right in the
short term and long in the medium term so going into Jackson Hole when people were waiting to
hear about rate cuts about a month a month ago everybody with the consensus feeling was that
oh my god we're not gonna get rate cuts here's where the data's at you know and the market just
sold off then Jerome Powell from, chair of the Federal Reserve,
talked like rate cuts were coming,
and the market sent.
Over that weekend, ETH hit a new halftime high.
Everyone said, oh my God, we're going to Bahala.
We're never going to go back.
That week, the market dumped
as everybody got excited about it.
Going into rate cuts,
everybody had sort of some mixed feelings,
but they said the market was going to send.
We had a little bit of a blip up, and now we're here.
So it's one of the reasons I don't play perps.
I don't do longs.
I don't do shorts because I'm a bad gambler to begin with,
so I'm not going to do that as well.
I play where I think I have a little bit of edge,
which is some of those plays, and I do a lot of DeFi plays.
So my strategy is I hold in vaults.
I might deploy a little bit of
stables into a few uh tokis that i like because i could see it happening um and doing well that way
and then i kind of stay the course because i just think i think directionally and and this is where
i'll hand it back to you i'll be curious to get your take on it i still think directionally come
towards the end of the year we're still probably going to see some all-time highs. We're still probably going to see some run-ups. We have never had a
better setup with so many airdrops coming, which we'll probably talk about. So many companies,
institutional companies buying ETH and Bitcoin in particular right now, Solana soon. And eventually
as regulations clear up, it looks like there's going to be more ETFs coming.
We're going to see more opportunity, I think,
in the fund manager space because only, you know,
I think it's 33% of fund managers hold any crypto at all.
And most Americans don't.
So I just think come the end of the year,
we're still well positioned.
We're going to get another rate cut in.
There's no rate cut meeting in October.
So November, we're going to get another rate cut.
I just think directionally, we're in a good spot.
So anyway, thoughts on the market, directionally grateful,
and then we can kind of hit on some other topics.
But I feel like directionally going into the end of the year,
we're still well set up.
This is just one of those breathers where it can never be up only.
I'm feeling the same.
I'm really hoping that we're going to see new all-time highs too.
So yeah, that's my hope also.
And as you mentioned before, I think that's extremely important point.
Like have a location that you can sleep at night and that you don't feel sick from your
stomach, right?
Because man, I see so many people and they really got so you don't feel sick from your stomach right because man i see so many people
and they they really got so sick like like physically sick from being over invested right
having maybe 80 of their even more network in crypto and then during these dips they really
felt like shit right so i think this is important it's it's hard to do right because you want to
gamble you want to have fun you want to make more but you want to make more. But if you do it, and you can
go to bed, and you can wake up in days
like today, and you are cool, I think that's
the alpha, 100%, man.
So I agree on that 100%.
Yeah, it's one of those situations where it's like,
I get kind of
called a boomer, because, well, I am
old for this space. I'm 42. I feel like
there's probably most people in the younger range.
But I get called a boomer at times, I explain to people my strategy. And look,
I'm in a different situation. I got two middle school kids. I got two dogs, two Labradors,
two large breed dogs. I got a wife. I got a house. I got all this stuff. So my prerogative is always,
I have always, when I was at a job that had a 401k, I was maxing out my 401k. I maxed out my IRA.
when I was at a job that had a 401k,
I was maxing out my 401k.
I maxed out my IRA.
I put money into traditional stocks first.
I'm almost entirely allocated
with maybe 5% to 10% in some Bitcoin ETFs.
Because people are like,
oh, you should do those.
You can do them in your 401k.
I have a massive amount of exposure to crypto
existing in Web3 as a human being.
Just being here, my exposure to crypto, I have three as a human being, right? Like they just being here, my exposure to
crypto, I have a, you know, whatever it is, you know, tens of thousands of dollars in monkey JPEGs.
Like I don't need to get more exposure to crypto in my IRA and 401k. So that's mostly in stocks
with a little bit of exposure to Bitcoin, a little bit exposure to ETF, probably like
five to 10% in, in ETH and, and, uhTH and Bitcoin there. But my reasoning was always, my thing was always,
I'm going to max out my IRAs.
That's money for later that I can sock away and forget about.
I'm going to put as much money into 401k if I can.
I don't have a 401k right now because I'm an outdoor cat.
I'm not working for an employer, so that's different.
But putting money towards my IRA, putting money into savings,
making sure I have enough money to pay my bills.
Then I DCA into Bitcoin, like 50 bucks a week or something like that, or I think is my number that I usually do. Maybe 50 bucks a month, but I think it's 50 bucks a week. I'll have to
check what my DCA looks like at that and hold some majors, hold some things in spot, et cetera.
And then I play around and have fun. It may seem like a boomer thing and it doesn't leave me a lot
of money. I'm not a rich person.
It's not like I have a huge stack to play with.
I'm not, you know, ICOBs tossing, you know,
a full Bitcoin at a yield vault.
But like, to me, that's what makes me comfortable
is that on a day like today,
I can look at the market,
my stomach turns a little bit and be like,
oh man, that LP lost a lot of money
because both assets went down.
But I can feel good about it.
And I think that to me is like my strategy.
It's not for everybody,
but it is certainly for,
works for a lot of people.
And I try to make sure that I'm comfortable with it.
So similar to you, it's like,
I don't want to get overexposed where,
do you talk about it,
where people have 80 90 percent of their sometimes
100 percent of their net worth uh in crypto or a large part of their liquid net worth in crypto
and it's just i just look i i'm with you good for you and we see big wins that way it takes some
crazy conviction but it's not always the most comfortable way to live so um with you on how
you handle that um so market's melting, nobody knows what
they're doing. Nobody has any idea around here. And we're just kind of riding that through on the
positive news. Um, are you a fan of wrecked brands? Are you, are you a wrecked guy? I'm not much. I'm
a fan, but I'm not involved much because man man, with the shipping, it's a disaster.
Shipping from the US or UK here, it's always so crazy.
So I haven't even tasted Rekt, maybe during NFT Paris, but I love this, man, because I saw the numbers.
And we have a company here in Czech Republic, they are doing something similar and they are trying to expand to other countries.
And the numbers they are doing with Rekt are insane for such a new company.
It's incredible.
With a physical product like that, like water, it's insane, man.
It's crazy.
Yeah, it's a thing where it's like, we haven't seen...
It's this concept of this flywheel really have created where they have an awesome brand
they had the wreck guy nfts then they you know gave them literal equity in the company then they
airdropped them uh or they they had a sort of claim they had a token distribution a token
generation event the token chopped around for a little bit and then they come out with this idea
of this brand coin where you buy wreck drinks and the drinks are good like the drinks are i have some open seas some of the
open seas shipwrecked i tried the liquidated lime when i was in paris i ordered uh the jupiter drops
as well as the uh the moon pay drop they did uh over the uh on friday and it's a good product product, but a million, a million in this period of time in one year, Red Bull didn't do that.
And it's this ground up brand coin execution. I sometimes say like Moonbirds is the only one I
see with the opportunity to do it because like people say like, well, brand coins are going to
be a theme. Well, there's so many exceptions that came into that brand coin concept. It is
OSF, OG in the space. It is somebody who's
built trust. It's somebody who's built a community. It's a rabid community who's already been built up
and excited from the get-go. And then it's dropping a product that's actually good. And all of these
things combined, it's like nobody's going to have all of these things combined, but Rekt does. And
I think Moonbirds has a chance to go there with Spencer being an OG, taking an OG project, a great community, has airdrop coming. The idea that each time you buy a product, you get a
sort of rebate effectively through the form of a token, it's an interesting concept and it's one
that creates more alignment with the brand. I don't think it's going to be forever that, you know, I think right now, like you're getting a couple of hundred bucks if you, uh, if you bought the, uh, probably if
you bought on Friday, you're probably going to get, you know, a hundred bucks worth of rec based
on the case, based on the market. I don't think that exists forever. You're not going to be on a
net positive for buying drinks, um, trajectory forever, but it's got room to run. I think the market cap is a little bit room to run.
So excited for them on their sellout.
And yeah, I think that there's probably a there there with them as they continue to
do it.
So congrats to OSF and team on that ones.
Another thing I wanted to toss your way and kind of get your take on is the Astor player
over the weekend.
And we don't have to spend a ton of time on it.
If you missed it,
I missed it. It surged like a thousand percent.
Everybody I saw talking about it was printing.
I kept thinking I missed it.
I kept not missing it.
I could have gotten in a multiple,
multiple times.
Hyper liquid competitor by CZ.
He's sort of cutthroat when it comes to going after competitors,
literally took down FTX and basically liquidated them.
People could argue in how he approached that. Obviously, they had some shenanigans and
funny business going on there to begin with. But did you get in on the Aster trade? Are you in on
any sort of perp action, like Hyperliquid, anything like that? Or are you just kind of
sitting by and enjoying watching other people make money?
Man, I also miss that, but I don't mind. i don't mind missing that because i miss so many things
but i also hit so many things right so i'm fine with that i love seeing people win man i and that's
that's my problem with rate because i look at the leaderboard and i'm happy with that even though i'm
not the first which is a problem right because i should aim for the first but i see you guys there
i'm like hell yeah those such a such great people. They are on top
and I love to see that.
So I miss this one too.
It's tough
because I hopped in so many coins.
Maybe this one is different,
but man, I remember,
what was the name of that?
During the AI agent madness,
it was called Vapor?
Vader, yeah.
Yeah, I think I got like 15, $20,000 in that and I think it's
worth like $20 right now so so yeah I didn't hop into this one I'm not chasing
too much these days I'm buying NFTs more like enjoying the other side doing
Somnia thing exploring metaverse buying ape coins taking ape coin that's what i'm doing these days so yeah but
big shout out to everyone who printed on that because that man some people made a lot of money
100 yeah it's uh it was it was a heck of a weekend for a lot of people i like seeing people win it's
good for the ecosystem in general and i was looking at airdrops i was trying to like get a
gauge on things that i am potentially getting airdrops on.
I wouldn't even say farming because I'm authentically using a lot of these
things,
but I want to go down a list and see how many of these resonate with you.
So as I was putting together my list,
we'll talk about ape chain here in a little bit,
because I'm going to give you some tips because I need you on the ape chain.
You should be in the top 10 on the eight coin raid leaderboard.
Polygon and Katana and Turtle are three on Kaido that I'm playing around with.
And the reason I do those is they all go together.
Turtle, you can deposit through these vaults.
I have a ref link for that.
I could give if people are interested, hit me up.
But basically, you deposit these vaults on Turtle.
The vaults are then yield earning on Katana, and it's built on top of Polygon.
If I talk about all three of those, I'm ranking on a leaderboard, and those sort of hit me with potential Kaido payments. On top of
that, I'm hearing yields. On top of that, Katana has an airdrop coming. Turtle has an airdrop coming,
so I'm farming those. I mentioned liquidity pools, Project X. I'm top, I think, 800 in that now on
that, which is on Hyper EVM. It's a major LP. It's like sort of the place people are LPing on Hyper EVM.
Yeah, they haven't updated their leaderboard.
I'm 800 on the dot now,
but we'll be above that next time they update it, I assume.
So I've been printing fees on that on top of the fact
that I am farming towards their eventual airdrop.
So that's going.
Meteora, I've opened some LPs on there.
Eventually they're going to have an airdrop.
Probably going to get like a sandwich for that though
because there's so many people printed on that early.
Kinetic.
I have some hype tied up there.
A lot of people are playing the casino game in Yeet.
I have not yet, but I need to do it
because they're giving away a ton there.
They also have a Kaido leaderboard.
Mega ETH, OpenSea, Abstract, MetaMask, Rabi. Anyway, i'll stop because we can keep going on and on and
on but airdrop season is upon us and i'm curious where you might be focusing some of your time i
know you might you know obviously again the somnia king of the timeline i saw you out there the whole
time that obviously went well that was a great by the way, their TGE had some
fun on Ethos and some things. Just goes
to show the market has no idea what they're talking about
because the TGE actually ended up going well
when it dropped.
Where are you spending time
besides that? Are you doing the OpenSea
farm, Abstract, MetaMask
obviously, MegaEath, any of these?
Yeah, yeah. I'm 100%
doing OpenSea.
I'm doing Abstract. I want to do
one more thing towards the Kaito, man, because
it was
just a coincidence with Somnia for me.
I just knew Herman and
Paul, and they had
a campaign for months that
they were giving like
$5,000, now it's $5,000
Somnia, to creators uh on on the
leaderboard which was like 300 400 a week for me plus some additional bonuses because they did like
a 30-day leaderboard so that was incredible i was like this is insane like i'm tweeting about
something that i really enjoy so i was really really worried to tweet about something else on Kaito,
because at one point it felt like if you did too much,
they basically gave you a smaller mindshare for that.
So I went basically on Kaito only on Somnia.
But on other things, OpenSea, man, we have in our Czech group,
we have some crazy whales.
They are doing
insane they opened the the biggest tier already which is yeah i probably can share that i think
you have to do over 1 million in in trading volume there so the guys dm me and they told me they did
it in like one hour or some shit like i don't know how they do it so we have two shit like that. I don't know how they do it. So we have two guys like that already.
And I think it's going to be very interesting.
Of course, Metamask.
I was swapping since probably 2022.
So let's see how it goes.
Abstract. I'm playing games.
I have some NFTs, but man, you guys, you will cook so much.
Oh, congrats also with streaming.
I think it's going to be amazing for you.
And that's probably it.
Yeah, project rate.
I'll try to do my best to get higher.
And that's because Somnia is still going, man.
Somnia is still rewarding.
We still have some unlocks,
so I'm still spending a lot of time there. But yeah, that's probably it. Yeah, I think that
that's a good piece. We'll get to this.
Your motto is a question in the chat
about how we're playing OpenSea. We'll talk about that
in a minute, but I'm going to hit you on the Project
Raid one, because first of all, there's
sort of three key points
there, or a couple key points there I want to point out that you
said that I think are insightful. I think number one,
I think people misconstrue
what InfoFi and farming is, I think people misconstrue what InfoFi and farming is.
I think they misconstrue what playing that game looks like,
which is the way you did Somnia,
I think is exactly the same way I did, for example, Polygon,
which I genuinely like Polygon.
I know members of the team there, by the way.
Big Nill is going to be co-hosting tomorrow from Polygon.
It's a place where I have friends who work there.
Uh, you know, Diana Chimes who worked there.
I actually, she was a, uh, a member at a gym with me before we were ever in crypto, either of us.
So, um, you know, I know her, I know, uh, Rudo obviously quite well.
And, um, you know, big fan of Sandeep and Mark.
And I've been a fan of Polygon since, you know, it was a proof of
stake chain that helped us not have to spend incredible money on gas in 2021. I, you know,
it was sort of like a pioneer there. And now they've got all these different things going on.
I'm super interested in, I dove in, I talked about it. I was genuine about it. And the end result is I was number one on their
mindshare leaderboard for the first month they had it. And I got the biggest payout. And it wasn't
like, it wasn't even about that. Like, I didn't think I was going to be number one because I
didn't know if the team was eligible and I was like top five or something, but the team was like
obviously higher than me and things. And I was like, yeah, I don't know how they're doing it.
Maybe employees are up for it. I have no idea, but they weren't when they pulled out employees.
And they tweeted about it, and it was so, it's public information.
I got $2,850 on that, so $2,850 for talking about something where I dove into the ecosystem.
Obviously, and you know this from Somni and others, my mind sure doesn't go away.
It carries off over into the next month, so you sort of have this momentum going,
this encouragement to keep doing it.
What you just described,
and again, I'll toss to you here to get your take on this,
is that if you actually genuinely are interested and dive into something and participate
and get into the ecosystem,
that is how to do InfoFi.
It's not just AI.
It's not just replies.
It's not just going out and trying to talk
about every single thing. It's finding
two or three things you're interested in talking about them
and that's sort of how you've honed in on it.
I think
InfoFi gets a bad name because of that. Would you agree?
100%
agree. Because you have
so many players that are coming for the prizes
and I've seen it from first hand.
It was crazy. You see, you know, they announced some new prize for Kaito
and you saw the influx of AI content that was really bad.
It was shit, right?
But I always did it different way.
I always just documented my way,
what I'm doing on Somnia, why I'm doing it,
why I like it.
And I really enjoyed it, man.
I didn't even know there's some Kaito thing.
I just checked one day that I'm on Somnia leaderboard. I was really enjoyed it, man. I didn't even know there was some Kaito thing. I just checked one day
that I'm on Somnia leaderboard. I was like,
oh, how did I get there, right? And then I started
to be more cautious
of that and started writing more. But
I think if you really enjoy it, that's why
I'm not doing many things
at once. I'm doing Somnia,
I'm doing ApeCoin, ApeChain,
BYC, other
side and everything around.
And I don't even have more time to do more things on a deep level, right?
So I think it's 100% the way.
And if you are passionate about this, it's a great way how to earn some money.
Because a lot of people, especially in Somnia, they thought like,
oh, you're going to make money and you buy, I don't know, whatever.
But it costs money to run the show.
It costs money to, you know, everything.
And you can reinvest.
You can do some custom experience for the other side
from the money, et cetera, et cetera.
So I think it's for creators, it's incredible opportunity
and I wouldn't fade it.
Yeah, I just, I think your point there, it's funny.
I had a similar experience.
I didn't know.
I was just tweeting about, I put out a tweet.
It happened to be right after Polygon launched Leaderboard,
which I didn't even know.
And I talked about Polygon and Flow being underrated chains
with everything they've done
and how they've been around for a while.
And I saw on Kaido, I'm like, someone's like,
oh yeah, you're on the Polygon Leaderboard.
I was like, oh, that's cool.
They have a leaderboard.
Is it doing anything?
They're like, yeah, it's got,
they're giving away like money every single month. I'm like, oh, that's cool. They have a leaderboard. Is it doing anything? They're like, yeah, it's got, they're giving away like money every single month for, I'm like, oh,
really? And they're like, yeah. So I discovered it by accident talking about it. And then Katana was the same thing. I kid you not. Katana didn't even have a Kaido Earn sort of setup,
but they sent me a DM and they're just like, yeah, no, like the top 25 people on Katana
talking about, because it's a sort of a blockchain that Polygon Labs incubated using their ag layer sort of tool.
And it's a DeFi chain, like sort of like hyper liquid type deal.
And they're like, yeah, no, top 25 people.
And so I was 25.
So it got, you know, not a huge, but like a couple hundred bucks they deposited right into my Katana vault.
And I was like, oh, didn't expect that.
And it was just talking about it organically and caring about it um is is how i
went about it um i'm gonna hit like let's hit the uh hitting on the open c strategy first uh
because motto asked and then i'll explain we'll get to the wall chain leaderboard and again i am
currently number one in the ape chain raid leaderboard uh project raid leaderboard so i
probably can give a thing or two about a thing or two on this.
But, grateful,
I'll give mine.
Mato asks, you said you're playing the game.
What is your OpenSea strategy to maximize
it? What level of chest do you have? Are you on that?
Like, you know, what kind of chest?
What, you know, what's your tier?
Etc. Like, talk through it a little bit for those
who are maybe curious how you're playing the game.
Okay, let me
quickly open a OpenSea
so I see how... And while you pull that
up, yeah, it's like, and you're also in
like you said, some group chats with some chads who have already
gotten all the way to the mystery fourth
chest with their volume, so
they did some stuff too.
Bro, we have guys that were really
top in the blur farming, and
I believe they will be 100% top five on OpenSea.
They are absolutely insane,
so I can get some alpha from them for you too.
Give me a sec to connect to OpenSea.
Right on.
And while you're doing that, I'll even show this.
Our guy TMA had some data he shared,
so shout out to him.
He's here.
He's here, I would say, pretty much every day. And this one, I was just seeing as well. I will pin it to the top of the space in a minute. But he showed sort of the XP required, the fees, etc. And the NFT fees. But I think this is the more interesting data. How many wallets are on various chests? So 52,000 on wood, almost 200,000 on on iron so a lot of people on there then the numbers drop
precipitously uh this is as of uh september 21st or yesterday uh just short of 5 000 on steel
just short of 2 000 on titanium just short of 1 000 on chromium uh i am on cobalt currently where
there are 668 people uh on a tier 12 uh 450 on Amethyst, 301 on Topaz.
So getting all through there.
And then, you know, only 10 people who have gone all the way up to the eventual Solar Chess,
which I didn't even know the names were released yet, but apparently they are.
But, I mean, that's a very like, I think about that.
And look, I don't know what NFTs they get.
I don't know if there's going to be 700 worthwhile NFTs, but they have tokens they're putting in there.
They're doing sweeps on a regular basis with those fees.
Right now, I'm sitting there and I'm like,
all right, I'm top.
I'm about to be top 450 in theory
of when I get to the Amethyst chest
because I'm almost done with my Cobalt chest.
It makes me want to get there
because if I can get to that top chest,
which I don't know if I can,
I probably won't be able to
based on the cost and effort to get there.
But I mean, even if you can get to top 50,
there's probably going to be some good NFTs in there.
There's going to be some tokens in there.
And I assume they're going to reward the people.
And I just, my thesis is that this is, I am tier 12,
which is the highest level tier to start.
And I have, there are a ton of volume right now for the first go at this.
There's going to be another round of chest,
at least one more round of chest coming up. I just, I can't, this seems like the best opportunity
for me personally. I'm not saying anybody else should do take a swing at this because I don't
know that there's ever going to be higher fees and volumes going towards this. I don't know if
there's going to be a better time to reward their initial people who did it than this. Like, I assume
they're going to pay attention to that.
So I'm looking at it as I'm taking the shot, knowing the full well risk of the fees and other things I'm doing.
But did you get a chance to pull that up where you're at?
Yeah, I'm in. I'm in.
The thing what they told me that basically on this, they spent $10,000 on fees to make it to the top.
So I don't know if it's bad or not.
It doesn't feel that terrible, right?
And they are hoping for the best.
And what I want to do is deploy some ETH
and start swapping and start leveling up
and see how it goes.
Because now I'm just doing the voyages.
So that's okay, but it won't give you much
So I think the swapping is the best way to go forward. That's what they did
So I'll probably have a call or chat with them and I follow their advice on that. So yeah, but they did it extremely quickly
He was like they were like, yeah, I took like 100k and I did 10 swaps and that was
Sounds easy, right?
I mean, it's like, good gig if you can get it, I guess,
and just kind of just eat the fees on that.
I mean, look, if I had 100,
like if there was an airdrop that I got tomorrow and I got 100K,
I actually am not opposed to doing the swaps
until I got there and just eating the fees,
which might sound crazy.
But in theory, again, you're playing it that the chest is going to be worth
more than the cost to get up there.
Similar to you, look, we've got 23 days left in this thing,
so I'm not running to the exits,
but I understand and respect the blur farmers and those who did.
Motto is actually saying similar on Cobalt, and it's going slower.
Yes, Motto, I did a swap this morning
that I was certain would move me from cobalt to amethyst and i think it moved me about
20 or so uh on the chain and i was like oh okay now i'm 87 of the way through the sort of three
star tier three and so i'm nearly there but not quite um so my strategies are as follows number
one i am doing the uh the little missions because it's usually, you can actually,
if you play those right,
you can actually bank them to be plus EV.
So one move I did that I kind of copy traded TMA on
and then TMA, I'm looking at you.
You went to the timeline
with the advice you gave me in the DMs.
You cooked on the tweet.
Good for you, GG's, but damn it.
Like it was a good play.
So the move that I actually did initially
was they had their sort of farm of the day on there,
which was a, it was like an eight chain NFT.
I went ahead and just, you know,
grabbed like 15 of them off the floor
because everybody was swapping these same ones
and they were going up like crazy.
And then I went ahead and turned it around
and relisted them.
You can actually make money on this
because the price is going up
if you get it early in the farm. And then you get the fees and you work towards it. But the real way I'm doing
it is I'm honestly genuinely using the product at the moment. So I have, I mentioned I do liquidity
pools. Project X is printing right now. If I print $50 in Project X fees in a 24-hour time frame,
obviously it's a lot of money. It adds up to a lot of money in the long run.
But having money on Project X,
I'm earning towards a Project X airdrop.
I go to OpenSea, and I rebalance my liquidity pools.
Let's say that my Hyperliquid goes all the way,
my hype goes all the way into U-Pump.
So I have a pump hype pool,
and it goes all the way into U-Pump.
Or my Solana goes all the way into USDC.
I go to OpenSea. I do the swap. Yes, I'm eating the fee. That's not a great feeling on that,
but I've already made, if I've made $50 in fees and I give open C back 25 of those and it helps
me earn towards my next chest, it's like, well, yeah, I'm eating the fees, but in theory, I'm
taking the fees that I made on hyper liquid and I'm i'm moving them on to openc and i'm using it for a openc farm so like what i'm doing at this point is i am working
towards a hyperliquid airdrop i'm earning fees on hyperliquid doing that on project x right
i'm giving openc volume which is earning towards not just openc's chests right now but also when
openc is an airdrop that volume is going to come into play too. So I'm kind of double farming there. And so I'm eating a little bit of the fees on that. But
that's one of the ways I'm playing it personally is I'm using it for liquidity pool swaps. I'm
going to see how that does for me. I think probably at about day 14, when I have two weeks left in
this sucker, I'll probably lock in a little bit more to see if I, how my strategy is working. Because
right now I just feel like we have so much time that I don't feel the need to rush to the exit
because there might be opportunities for me to say, buy a mythic and then mythics pump to X and
I make money on that mythic and I'm still doing, I'm still getting credit for that. So I've seen a
couple of people also, and I'll kind of, I'll kind kind of throw back to you on this. I've seen a couple
people who have told me,
I think it was Gorilla tweeted
about this. He made money
getting himself up to the highest level, Chas,
because he was buying NFTs and swing training
them and it was working. So I don't know
if you have thoughts on that.
Yeah, I think this is a great approach.
I was also thinking about it. I'm also
not in rush because I'm thinking about buying some NFTs too.
And we know that after ApeFest, some NFTs usually go up.
You know, guys, what I'm talking about.
So get ready.
So yeah, I'm thinking about it too.
We still have some time.
So it's going to be very interesting.
Very interesting airdrop for me and for my friends because I have so many friends that, you know, they had to leave Web3 and go to regular job. And they did like crazy volumes. And they are like, do you think it's going to be worth it? Even like looking back in our volumes, or it's got to be mostly for new people, etc. So I don't know. I don't know if OpenSea shared it for the airdrop, but it will be very interesting with everything that's happening in the space.
And yeah, I still have a feeling that it's good to own other deeds somehow. I don't know why, because Garga actually teased many times through the year something with OtherSide and airdrop. I don't know. So I'll try to get more.
with other side, an airdrop.
I don't know. So I'll try to get more.
But, yeah.
I mean, Cap's out there in the audience. He has
said multiple times, he speculates there's going to be
some sort of another airdrop for,
you know, we sit on, as we always say,
no inside information. We don't
know anything, but Cap has speculated
there's going to be an airdrop coming of some
sort. Garga, I think, alluded to it when we had him on our
show at one point. And so,
yeah, I mean, positioning yourself for that, whether it's other deeds or other things like people everybody's gas
codas i don't know um but there is a real chance that happens and if that happens then holding one
of those is going to be a good spot to be in and uh right now i mean in theory again we talk about
things like tax loss harvesting let's say you bought another deed when it was more expensive it's like well you could tax loss harvest that loss and pick up another one on the floor if
it's a floor deed and uh still be holding it and uh potentially be holding some upside on there so
there's just so many ways to play around with uh this farm in general and uh see how it goes and
look i mean you know i get a lot of people don't like the farm i know not everybody's into it i'm of the opinion that i want to play the game again i think that we're probably
never going to have a better shot at this so yeah why not play it right i i do the same man i i got
in by by you know accident i would say and i think why not to play it and you know you've been
building your social presence for such a long time, right? And if you
like it and if you believe in it, like, why not
to share it? Like, it makes no sense to not
do it, right? So, yeah, I'm
on it the same way. Yeah, absolutely.
All right, I'm going to
try to get you on the Ape Chain,
the Ape Chain sort of ApeCoin
Raid leaderboard. So for people who aren't playing Project
Raid, look, I'm not
trying to flex, but I don't know how long I'm going to stay up here because who knows flex it man flex you have to
flex it bro like you are the first or the last that's the way how you live right so look at that
look at that leaderboard man yeah sitting sitting up top of the coin raid leaderboard i have added
my addresses so obviously thing number one adding your addresses with your ape coin and your uh
apes mutants etc that's thing number one making sure you addresses with your ApeCoin and your Apes, Mutants, etc.
That's thing number one, making sure you add those addresses in that have directionally going to those.
So that's thing number one.
Thing number two is like, so I will say to this, if you're listening and you don't have an Ape, a Mutant, or a Coda, you are at a disadvantage.
Board Apes got a 2x multiplier, Mutant Apes got a 1.7, 500 Apes gets you 2x.
Actually, Coda now gets you a 1.7x as well.
I don't have a Coda, but I have all of the rest, and they stack.
So that's certainly helping, right?
So that's helping the mind share there.
That said, looking at the top five, I did flip my guy, Tebow.
Shout out, Tebow.
He had number one for about 24 hours.
Our long national nightmare is over.
I flipped him.
Capped down at the number three position.
Then Dort number five, our guy, J-Bond, sitting in between.
But I've mentioned this before.
For the top five, went to Ohio State for school.
So there might be something there in the water in Columbus, Ohio,
teaching people how to farm.
Number one.
Says it at the top, so it's not in the alpha.
Mention A-Coin and Solana.
They're trying to talk about their partners.
I had a tweet talking
about project raid that got about 20 000 impressions with a bunch of smart replies
and didn't do anything for me or didn't do a lot for me the reason is mention ape coin it didn't
mention solana the next day ape coin and solana saw myself climbing up damn it is a if you at
ape coin and at solana, it works too.
So I think those things are important.
Figuring out what keywords they want to do.
So what is the team talking about?
So one thing that people don't realize about InfoFi that I've discovered relatively recently,
or at least as a thesis,
is that when you're customizing a leaderboard,
I'll give an example with Katana.
I'm higher on the Katana leaderboard,
and I noticed they use the term productive tvl a
lot it's the idea that your total volume locked your money that's on your chain is actually going
to work it's not just like ghost money that's sitting there with a funny metric well i you know
i talk about productive tvl my tweets sometimes because i actually think it's an important thing
to talk about but also i've noticed i rank higher if i talk about productive tvl when i mention
katana so like pay attention to what the team says,
pay attention to what they're featuring.
Is it a new partner?
Do they have a new partner with Meteora?
They just talked about Hyper EVM and Hyper Liquid.
You mentioned those in the tweets.
So the most important keywords to have
that are showing that they're scoring higher
is mention ApeCoin and Solana.
And then number two,
potentially look for other keywords.
Again, HyperEVN, HyperLiquid, etc.
You know, I think that that part
becomes mission critical
as you're going through it.
So what my homework for you today is grateful
is that as you go off into this week,
fire off one tweet a day
that mentions ApeCoin and Solana
in some way, shape, or form.
You can get cute with it, by the way. I'll show you how
I got cute with it.
Do you have to mention,
with ad,
do you really need to tag the
account, or just word ApeCoin and Solana
is enough? So both work.
Both work.
But I tend to
do the ad more often, but both
do work as far as it goes. So if you just mention it works, but if you just type it, it works as well. I tend to do the at more often, but both do work as far as it goes.
Like, so if you just mention it works,
but if you just type it, it works as well.
I tend to at, but like I didn't in this one and it worked.
So example of something that helped me get it,
I got a new mutant.
And look, I truly believe everything I'm saying here,
but if you talk about a leaderboard system,
I got a new mutant, exciting time, right?
I kind of said about it.
And then I put between ApeFest,
other side,
and ApeCoin coming to Solana
and Hyper EVM,
the board API club
and ApeChain motion is undeniable,
which I believe it is true.
But having this in a tweet,
it's got 16,000 impressions
and a bunch of response.
Thank you, grateful, by the way.
It makes a difference.
So like things like that
where it's like you could work it into a tweet where it makes sense.
It's not force fitting and getting more attention and eyes on it.
Cause that's what they're trying to do.
So I just,
as I keep telling people,
think about it,
think about eight coin and Solana.
And I know you need to jump here in a second.
Cause you got to go to a meeting and I got to let you go,
but your homework today and through the week,
one tweet a day that says eight coin and solana it's not going
to mess with your other mind share stuff because it's wall chain it's not kaido and you will climb
the leaderboard just by having those two things in a tweet i know it because you're a good ape and
it'll work so um i know you got to jump in a minute but any other things on that or any other
thoughts you want to jump off before we let you what you guys just get out because i know you're
here for the first hour man this is this is real alpha i'll try it today let's see how it goes but guys really as i mentioned
i love to see you there and i'm really grateful like it might sound weird but i i'm really
grateful for all of you that that been you know hosting shows like you with cap
and everyone that's been doing something for the club or for Web3, because it's not granted, right?
Like, we really should be grateful that we have so many great creators
in the community that are doing different things, right?
Like from shows to gaming, etc.
So, yeah, I would love to say that.
Like, big shout out to you.
Thank you, everyone who's listening and interacting
with us here. Can't wait to see you
in Vegas, guys. It's going to be amazing. It's going to be
crazy. Right on. Give a
grateful follow. Appreciate you. And right back
at you, my friend. You show up all the time.
It's one of the reasons I reached out to you for this
week. I've got some good friends coming on the
show all week until
Thursday when Cap is back.
Keep crushing it, my friend. And thanks for jumping on with us this morning. on the show all week and until Thursday when Cap is back. So yeah, keep crushing
it, my friend, and thanks for jumping on with us this morning.
Thank you so much, guys. Have a good
one, and see you in Vegas. Let's go.
See you in Vegas, sir.
As Grateful goes off the stage, what I'll do here is
I will do our More You Know
by ENS, and then probably
we'll talk a little bit. Anybody's welcome to come up to the stage.
I will probably do a shorter show
this morning, though, only because, not even because of the host situation,
but because I have to pick up my son from a sleepover that he was at.
So might shorten it a little bit.
It was an impromptu one.
They were off school today.
So it's good,
but appreciate.
Yeah,
definitely appreciate.
Grateful for coming through today and,
and giving us a little bit of love this morning and chatting through the
market and giving his a little bit of love this morning and chatting through the market and giving his
thoughts
It's time for The More You Know
brought to you by ENS and if you're like me
you woke up this morning
you picked up your phone, I know like Andrew Huberman
and all these people say don't do that, but I did.
And you found a group of cascading liquidations.
Liquidations, not great.
A lot of red numbers.
Don't feel great about it, but not the first one we've seen that has been there.
We have been through this before, sort of the first time meme with James Franco here.
In early February 2025,
so I'm old enough to remember just about six months ago
when the crypto market suffered
one of their largest single day liquidation cascades.
Over 2.2 billion in positions were forced liquidated,
impacting more than 700,000 traders in just 24 hours.
ETH positions were hit especially hard
while even large ETH BTC pairs
saw single orders with over $25 million liquidated. By the
way, the catalyst for that, if you remember, that was when tariffs were going to end the world,
and we were worried about that. Just a day earlier, $1.8 billion was wiped out through
long positions alone, accounting for more than 80% of liquidations on that day. Another major case,
who can forget three arrows capital in mid-2022?
The hedge fund was forced liquidated in June, owing creditors about $3.5 billion,
making it one of the largest crypto hedge funds ever to get liquidated.
And then, of course, our friends over at FTX.
In November 2022, the exchange and its affiliated entities filed a bankruptcy
after a financial
hold of $8 billion in customer funds were exposed. They aren't just big numbers. They're moments that
reshape the risk perception in crypto, expose leverage, amplified by contagions, and underscore
why many investors now demand transparency, stronger risk controls, and better regulation
so it doesn't happen. And that was The More You Know brought to you by ENS.
ENS does more than you know, not just anchoring your name across Web3, but anchoring it across the entire internet.
It's your identity, simple, memorable, and unmistakably yours.
Security, interoperability, and ease of use.
Go to ENS domains to learn more and secure your ENS domain today.
And, yeah, I mean, two things I want to hit on before we close out. It's the idea that
one, we talk about risk trading with intolerance. Make sure you don't get caught with your hand in
the cookie jar. It's something that I have felt myself do many times. I've talked a bunch of times
about my, you know, my gutter cat gang is always the example I use. And it's not
shade at anybody who still loves their gutter cats. I know they've been through like five
different management groups at this point, but I didn't sell a gutter cat because I felt bad.
I didn't want to get sell shamed by the community. I didn't want the founders who I had known at the
time, the initial founders to say, oh, what's going on here? You know, you're part of the
community. I liked what I was doing there. And I also just, you know,
you have this fallacy that it keeps going up.
A Garquette was like 10 ETH and I sat there.
I ended up selling it one ETH
when ETH was like a couple thousand dollars
and sold at a loss
when I was just at a massive gain
for a long period of time.
Moral of the story there is
understand what your holds are
and have a plan and execute on your plan.
I don't feel bad about not selling my ape when it ran out because I got my ape with a thesis.
I enjoy being in the club.
And it's something that I never felt bad about the run up and run down because I just, it's a, it's a trade I'm happy to be in.
And it's an asset I'm happy to own.
And it's something that I have put in my book and done other things with.
Does it mean I'll never sell my ape?
Who knows?
But at the moment,
that was the right play for me at the time.
And I don't feel bad about the thesis
and how I played it out.
I think that there's many, many things like that though,
where you could probably look at your portfolio and say,
what is my plan here?
And what am I holding tilts?
Do I want to sell if it goes up X percentage?
You know, rect coin, right?
I have a lot of Rect.
I'm going to sell some at some point.
It's how you ring the register
and I have a plan for when I'm going to sell it.
Short of a billion market cap,
I think it has the opportunity to take a run up there.
So just a matter of like knowing your plan,
understanding how to execute on and executing on.
So that's thing number one.
Thing number two, I want to make sure I hit on
before we get out of here is,
I just want to talk about how ridiculously crazy it is that Rekt sold a million units.
It had a five-minute sellout in the United States.
It is a lean team.
And on top of that,
they're still doing things,
the little things well,
the customer service.
So if you were in the Rekt, if you were
going for Rekt over the
weekend or on Friday, I should say,
you might have found yourself
not able to put in your ETH address
for a multiplier. So there's a multiplier where
with as much Rekt as I owned, I'm getting
a 2x bonus in Rekt points, or
drank points. Why does that matter?
Because come TG
or come token drops when they do their reward
distributions, you're going to get more wrecked if you have more drank points. I put this up over
the weekend and I'll kind of read through it. And then, like I said, this will probably be the
head out into your day thought to give Web3 brands a big sort of thoughts that they can take home.
So I know, again, I get called a boomer at times
because I did work in the Web2 world,
and I sometimes talk about my experience at Progressive
and Nestle and other things.
But I think a lot of Web2 principles still apply to Web3,
and a lot of times we just throw out the baby with the bathwater.
We say, oh, we're all decentralized, we're all Web3,
why would we do that?
And I think we miss the fact that things like daily active users and push notifications
and SMS and email, those things do matter. And I think sometimes we miss out on the fact that
those things are important. On top of that, we miss out on some sort of things like communications
and customer service. I talk about it all the time. People will hire people for communications
jobs because they're really good at being on the time. Like people will hire people for communications jobs
because they're really good at being on the timeline.
Mind sharing communications are two different disciplines.
How you do your message are two different disciplines.
Crisis communications is a different discipline.
I know I did this for, like I said,
I led internal communications at Progressive Insurance
when we sent 40,000 people home for COVID.
I've led proactive PR at Progressive.
I led, you know, PR for frozen food brands at Nestle,
you know, DiGiorno, Hot Pockets, Linguazines, et cetera.
Like this is what I did for my career.
Communications and timing matters
and crisis comms matters.
You want to talk about crisis comms
and good recommendations, here you have it.
So there was an issue where if you checked out in Shopify,
so when you bought the rec drinks,
you need to check out as guest to put in your ETH address.
Not a lot of things,
not something a lot of people would think about, number one.
But beyond that, number two,
you're working towards a drop that sold out in five minutes in the US.
You're sort of on a pitch count.
You're trying to just get through it and make it work.
And so, yeah, like your opportunity there is probably not super high
to get that, figure out exactly what you need to tinker and do unless somebody has told you.
Most people are already logged in on their shop accounts for previous purchases.
They've done, it's a pretty popular app to have.
Logged in on their RECS account, which I was as well.
There was nowhere to put my ETH address.
And my thought was like, oh, okay, I'm going to check out and I'd probably just be able to put my ETH address in after.
There'll be like a sign after they put it in the workflow.
It wasn't there.
A lot of people were stunned by that.
Now, here's why this is interesting.
It's a positive experience by Rekt.
I would have bought Rekt with no drank points.
But because we're in Web3, where it's hypersensitive that we ultimately can,
we have people all the time promise things that aren't delivered,
it can turn a positive experience into a neutral or negative experience, where if you just bought the Rekt drink to support the team, and there is no bonus promise, you aren't delivered, it can turn a positive experience into a neutral or negative experience where if you just bought the rectory and support the team and there is no bonus
promise, you'd be like, great, I got it. But when you think there was a bonus promise or some sort
of thing promised and you're like, crap, it's not there. Suddenly you can start feeling like, damn,
I didn't get my thing. I feel like I'm not rugged is a strong term. We use it way too liberally
around here, but you think bad about it. Well, I put it on here. For building a Web3, take note of this. I've worked with and at some of the world's best companies,
and this is a case study in what good teams do. So what happened was yesterday, Rekt,
implementing a new shop checkout mechanic, which of course they're using new mechanics
and trying new things. They are a new brand. They are novel. They're trying different things.
New shop mechanic, buyers are into an issue. If you use your normal shop account, which many have
set up
to buy drinks
you couldn't enter your ETH address
for rewards multiplier
you had to check out as guests
which most people wouldn't think to do
I'll pin this to the top in a second as well by the way
within minutes
the team jumped into discord
assured the community
that every affected supporter
would still get their points
and soon after that
they rolled out an email solution
a lot of manual action worked for them,
but the right move to make sure no one missed out.
By the way, over the weekend,
so they were working the weekend,
they responded to me on like Saturday
and basically said,
I actually sent it from the wrong email
and they told me to send it from the right email.
I was like, oh, good call.
Didn't realize I checked out from this email.
I sent it from the other email.
They said, good, you're all set on that address.
So over the weekend,
they made sure they got all this sorted out.
So it's a lot of extra manual work one by one, I sent it from the other email. They said, good, you're all set on that address. So over the weekend, they made sure they got all this sorted out.
So it's a lot of extra manual work one by one,
but it was the right move to make sure no one missed out.
Why it matters, missing promised benefits is always a sensitive topic,
especially in Web3.
We're hyper aware of over-promising and under-delivering.
A great experience from quickie turn neutral or negative.
The Rec Brands team wasn't going to let that happen.
Final thought.
This is the other thing. think about those people purchasing they're not
just your run-of-the-mill group of customers they're not this is a group of people who are
their diehards the drop was sold out in under five minutes in the u.s and these early supporters are
the heartbeat of the brand making it right for them wasn't optional it was essential the team
knew that just a small example of why they sold a million drinks,
and I have no doubt that they will eventually sell billions.
So again, one of those situations where you look at a brand like this,
it is a new brand with a small team.
It is not easy to go there and just say, you know what?
We're going to go ahead and we're going to go through manually,
one by one of all of these, and we're going to verify the email is correct. We're going to check it on the checkout. We're going to go through manually one by one of all of these and we're going to verify email is correct we're going to check it on the checkout we're going to make sure everything it's
you just don't see this from small companies it is hard to do at that level of scale but
they did it they got their million drinks people are getting their drink points they're making it
right for the community this is what good brands do and a lot of brands could take note
from Rekt on this
because we do see a lot of brands in crypto
say too bad so sad
you know that's part of crypto
part of experimentation
and that wasn't good enough for Rekt
that was something that they wanted to make sure
they were doing correctly
and so I think everything from
I mean literally
I think it was within minutes in the Discord.
I like Tabs,
their community manager,
their sort of like main,
you know,
sort of one of their main sort of,
you know,
voices there said,
yeah, no,
I'm,
we're going to fix this.
We're going to make this right.
So I think,
you know,
pretty noteworthy on that.
So good job,
GG Racked,
and they continue to do it. I'm looking
forward, and I already have a shipping notification, which means
I'm getting my drinks pretty soon, so excited
to taste the new flavor. One more thing I'll put that I
pinned to the top, worth looking
into if you are a
if you are a
a friend of
a friend of Story Protocol
potentially, I am doing a little bit
of work with them, but it was one of the green things in the morning,
one of the green things on the markets.
Something I'll be interested to talk about with Cap when he gets here.
And by the way, shout out, you know, Solomon mentioned,
large companies don't even do that.
You're right.
Large companies do a poor job on that sometimes.
And I have been at large companies where we have had an obsessive customer service.
It's not an accident that Jeff Bezos built something
completely obsessed with customer experience
that Tony Hesch at Zappos built obsessive customer experience.
Apple, obsessive customer experience is how you win
and the rest of the things follow.
I mean, Cap and I have built a audience,
a show, a community based
on the fact like we got to number one on open page. The reason we do that is we did the show
for two years for free without ever even taking a sponsor, let alone asking our audience ever to buy
any one thing. The only thing we ever hadn't or sold our audience is like my book, which is like
an educational book that, you know, helps people understand Web3 and blockchain. So, you know,
aren't big sellers into our community and it kind of pays off in the long run. And as a result, my book was a bestseller.
It was, you know, because people come out to support you. Story Protocol. I'm going to be
curious to get Cap's take on this next week. The idea of tokenized IP. So think about owning a coin
of sort of your favorite band, know korea so they're stories
focusing on korea smart if you're not paying attention korea is leading the charge right now
as far as uh culture goes k-pop demon hunters top show on netflix top music on spotify holds
down the number one spot um maybe you've heard of squid games a little bit of a big deal korea
um k-pop in general continues to be big.
And so story protocol is making a move to bring some of that IP on change.
So there's the IP coins.
And also the idea that,
and I've actually used an example before it was actually a functional idea is
that what if instead of people sampling M and M and then hoping he doesn't
sue them,
M and M just has a,
has IP set up and you hoping he doesn't sue them. M&M just has IP set up,
and you can sample it for a fee.
He gets paid for it.
You can do whatever you want with it in your songs.
And then if your song cooks,
he does better because he gets a percentage of that.
Like, Story has the ability to build that.
They're playing the idea of IP on the blockchain.
It's one of the key use cases of the fact that,
you know, whether it's music or whether it's art
the idea of perpetual royalties the idea of licensing and the idea of ip being potentially
something you can trade and own sort of a piece of your favorite brand and having these ip these
brand coins it's a move they're playing so sharing that one i pinned it up top like i said there is
like i am working with them a little bit so there's that to it but um you know i pin that one, I pinned it up top. Like I said, there is like, I am working with them a little bit. So there's that to it. But, you know, I pinned that one up top as well
because I think it's going to be an interesting meta
to pay attention to that story
trying to get out in front of.
And, you know, they had some issues with their founder.
They had some issues with, you know,
as far as, you know,
sort of left after a vesting period of time.
But they've sort of addressed a lot of those.
We might even be having them on the show
to talk about that.
But, I mean, look, we're on a red day.
It's one of the only cooking coins on a red day.
So something to be said there.
So, look, that said, I know it's 9.15.
It's a little bit of a shorter show.
Tomorrow, I have Big Nill for the full two hours.
So we'll have Big Nill for a full two hours.
Then Von Fronten joining us on Wednesday at the 8.30 hour until the end of the show.
So we'll go through 10 o'clock on those days.
But look, red out there.
I'll leave it to this for everybody.
As you're out there, one,
remember, like this too shall pass.
If you got liquidated,
if you had long positions that got pulled,
if you are looking at the charts
and you don't feel good,
touch grass.
It always does.
And I have a feeling that I've said before,
I said it when Grateful is on here.
We have never been at a better time right now for crypto.
We have never been at a more crypto-friendly time,
objectively speaking.
And Thomas, you had no codes today.
No open page for at least for now.
We might do that one again,
but open page closed on Friday and we will draw winners at some point this week, maybe early next week, but everybody, all the winners will be announced and we will get that $10,000 distributed. Thanks to everybody who participated.
We are objectively at the best time in, I would say, the history of crypto.
We have institutional managers buying, but only 33% who have exposure to crypto.
So that obviously is going to potentially go up.
We're eventually likely going to get a recommendation of crypto as a sector in the S&P 500, as Kevin O'Leary predicted three years ago.
going to get a recommendation of crypto as a sector in the SOB 500 as Kevin O'Leary predicted
three years ago, and it's going to be recommended to be in, they'll recommend to have it in 401ks
and IRAs. Think about that. If you're recommending to put 5% of crypto exposure in your 401k and
they have a basket ETF or fund that you're buying, think about what that does for supply and for the
numbers. So that's going to happen because they're spot. They have to be holding them.
We have the government standardizing ETFs,
meaning you no longer need to go through
one-by-one individual approval.
It becomes a lot less manual.
If you meet certain standards,
those ETFs are going to go through.
So that's on the institutional side.
On the crypto side,
we've never had more airdrops coming.
People have the opportunity to release a coin
and feel like they're not going to get a Wells notice from the SEC.
By the way, on that institutional side,
SEC dropping a bunch of Wells notices so people aren't getting those.
I kind of said dropping.
It sounded like Trump.
They're dropping.
We have SEC dropping all those.
We have a bunch of airdrops.
And what happens when MetaMask drops a token?
They say sooner than you think Joe Lubin you know
drop that casually that video
in that interview
what happens when OpenSea drops what happens when
Abstract drops what happens when
Moonbird's tokens drops I don't even think I mentioned
that one early what happens
when you know as people get
Project X drop Hyperliquid if they do another one
Mega ETH's coming down the pike
Rabi mentioned they were doing a token,
Meteora is going to be a,
like, so what happens when those drop?
That money probably goes back into the ecosystem.
And all of this with the Federal Reserve
probably lowering rates a second time
in about a month and a half.
So again, this two-shell-pass moment,
never been at a better time for crypto.
I may deploy some stables today.
I may not.
I may just kind of hang in my positions.
But just overall, feeling very good about the state of where we're at,
I would say don't sweat it if you are feeling hard about the market,
and we will all get through this.
In fact, tomorrow, wouldn't be surprised.
Someone said when 8th draw, probably end of this week,
maybe early next week, just with the cap being out of pocket
for Monday, Tuesday, Wednesday.
We're potentially going to do it on the Friday show.
That's sort of the tentative plan, but we need to work with open page,
get all that stuff, record it to make sure we're doing a fair
and equitable drop for everybody and make that work for everybody.
So we will definitely make that happen. But appreciate everyone who participated
and we might do another one of those or we might do it more frequently. We might just do it for
special guests. When we have a special guest, maybe we'll make a special other page badge for
people to claim so we can start to get those sets and hardcore listeners. But if you own that first
set, that is a set of Coffee with Captain that, you know, I feel there is a solid chance Cap and I will do something
with those set collectors in the future
because you were here at this time collecting right off the bat.
So, look, that said, we're about 9.30.
We're coming on that hour.
Like I said, I got to pick up my son from a sleepover.
Cap is out in St. Croix, I believe is what he said,
or somewhere in some undisclosed location.
Hopefully he comes back, but we will see him.
Thanks for bearing with me
through my first day
using the Rodecaster soundboard.
Hopefully it sounded okay.
Hopefully everyone sounded okay.
Like I said, tomorrow,
we got Big Neil hosting
for a full two hours.
Wednesday, Von Fronten's coming on,
so we will get some folks on here
and we'll keep going with it.
But keep on keeping on with the market.
We'll talk to everybody bright and early
tomorrow morning at 8 a.m. Eastern time.
Have a wonderful, wonderful day, everybody.
Thanks for tuning into Coffee with Captain, powered by ApeCoin.
We hope you enjoyed the show.
And remember, nothing we discussed today is financial advice.
Until next time, keep exploring, stay curious, and we'll see you soon.
Have a great day.
Welcome to the future. Thank you.
