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Boring Market Cycle, Abstract's Creator Problem & OpenSea Lootbox Value Unclear
Manage episode 509610164 series 3432213
Markets saw a small bounce, with Cap and Steve stressing the importance of staying balanced so you don’t overinvest and trade emotionally. They noted this cycle feels more boring than 2021, as liquidity pools, perp DEXes, and yield farming dominate in ways that mostly benefit whales over broad NFT excitement. Abstract faced more criticism for failing to reward streamers, while Pump.fun continued to gain traction with creators like Laura Shin making the move. The hosts also debated whether OpenSea lootboxes are truly +EV, questioning their unclear terms, possible role in the $SEA drop, and how historical volume might influence allocation.
Subscribe on YouTube: https://www.youtube.com/@coffeewithcaptainshow
Follow us on the X app:
- Captain Zwingli: https://x.com/ChrisJourdan
- Steve: https://x.com/SteveKBark
- dGen Network: https://x.com/dGenNetwork
This podcast is for entertainment purposes only. None of the information shared on this podcast is meant to be taken as financial advice. Chris, Steve and guest speakers may hold tokens discussed
Check Out:
The Everything Token: A Book on Web3 and NFTs
Newsletter: CwC Weekly
ENS: Ethereum Naming Service
643 episodes
Manage episode 509610164 series 3432213
Markets saw a small bounce, with Cap and Steve stressing the importance of staying balanced so you don’t overinvest and trade emotionally. They noted this cycle feels more boring than 2021, as liquidity pools, perp DEXes, and yield farming dominate in ways that mostly benefit whales over broad NFT excitement. Abstract faced more criticism for failing to reward streamers, while Pump.fun continued to gain traction with creators like Laura Shin making the move. The hosts also debated whether OpenSea lootboxes are truly +EV, questioning their unclear terms, possible role in the $SEA drop, and how historical volume might influence allocation.
Subscribe on YouTube: https://www.youtube.com/@coffeewithcaptainshow
Follow us on the X app:
- Captain Zwingli: https://x.com/ChrisJourdan
- Steve: https://x.com/SteveKBark
- dGen Network: https://x.com/dGenNetwork
This podcast is for entertainment purposes only. None of the information shared on this podcast is meant to be taken as financial advice. Chris, Steve and guest speakers may hold tokens discussed
Check Out:
The Everything Token: A Book on Web3 and NFTs
Newsletter: CwC Weekly
ENS: Ethereum Naming Service
643 episodes
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