Crypto Fear Diverges, NFT Brands Need Real Products

Cap framed the show around a gap between broader market fear and crypto sentiment, arguing crypto may have front-run the bottom and could respond quickly if liquidity or macro conditions improve. From there, the conversation turned toward what NFT brands and products actually need to build, with skepticism around AI-agent wrappers and more focus on utility people will actually pay for. Pudgy World, paid features and tokenized security ideas all fed into a broader point that speculation alone is not enough. The back half widened that lens through RWAs and business models, from tokenized silver in Hong Kong to smaller community flywheels like Tatsu and Del Mundos that try to create recurring reasons to participate.Subscribe:Coffee with Captain Newsletter: https://coffeewithcaptain.beehiiv.com/YouTube: https://www.youtube.com/@coffeewithcaptainshowFollow on X:Chris Jourdan: https://x.com/ChrisJourdanCoffee with Captain: https://x.com/coffeewithcap_This podcast is for entertainment purposes only. None of the information shared on this podcast is meant to be taken as financial advice. Chris and guest speakers may hold tokens discussedCheck Out:Doma: Tokenizing DomainsUnvault: Revolutionizing NFTsThe Everything Token: A Book on Web3 and NFTsSave money on your taxes easily with Awaken Tax: new users use code coffee50 or returners use returncoffee50For 10% off the Dominion 2026 conference, register with this link: Dominion 2026 coupon