Manage episode 522311117 series 3432213
Cap revisits his Bitcoin thesis, tying ETF flows, state-level interest and DC policy chatter to a long-term macro view. The crew digs into how the Ape ecosystem and Otherside show up at Art Basel and what real progress for digital art would actually look like. Cap shares that Steve is leaving Coffee with Captain to take a marketing leadership role at OpenSea. He explains that Steve will oversee communications, help shape rewards and loyalty products, and guide the brand’s social presence. The show closes on how NFT brands budget in a risk-off market and how AI tools could soon reshape what we see in our feeds.
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