Cap hosted with special guest cohost Jack, breaking down the tension between market conviction and caution as traders wait for a clear narrative shift. They explored how internet capital markets, RWAs, and real-world infrastructure are redefining where value forms onchain, connecting themes like real estate tokenization and institutional ownership. Cap spotlighted MegaETH as a platform he’s increasingly leaning into while debating why brand coins like REKT remain the only true working example...
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Cap hosted with special guest cohost Jack, breaking down the tension between market conviction and caution as traders wait for a clear narrative shift. They explored how internet capital markets, RWAs, and real-world infrastructure are redefining where value forms onchain, connecting themes like real estate tokenization and institutional ownership. Cap spotlighted MegaETH as a platform he’s increasingly leaning into while debating why brand coins like REKT remain the only true working example...
The AWS Dependency Problem + OpenSea’s Tokenomics Revealed
Coffee with Captain: Daily NFT Conversations
1 hour 53 minutes
2 weeks ago
The AWS Dependency Problem + OpenSea’s Tokenomics Revealed
Cap and Steve opened with OpenSea’s newly revealed tokenomics, questioning whether sending half the supply back to the community will create lasting engagement or short-term dumping. The conversation then shifted to AWS outages and MetaMask downtime, which exposed how much Web3 still depends on centralized infrastructure. Bleu and Fitzy argued for true decentralization as the only way forward, while Cap and Steve countered that pragmatism matters more than purity, especially when nearly every...
Coffee with Captain: Daily NFT Conversations
Cap hosted with special guest cohost Jack, breaking down the tension between market conviction and caution as traders wait for a clear narrative shift. They explored how internet capital markets, RWAs, and real-world infrastructure are redefining where value forms onchain, connecting themes like real estate tokenization and institutional ownership. Cap spotlighted MegaETH as a platform he’s increasingly leaning into while debating why brand coins like REKT remain the only true working example...
