Gold-Bitcoin Ratio Signals a Bottom, $50M Aave Swap Disaster

Cap framed the morning around whether the gold-Bitcoin ratio is flashing a local bottom, arguing the setup looks more interesting with spot ETF inflows returning even as the PENGU ETF filing was pulled. He then unpacked the $50 million Aave swap disaster, focusing on the mobile execution, the slippage warnings and the suspicion that the wallet story may be stranger than a simple fat-finger mistake. A shorter nostalgia block looked at POAP moving into maintenance mode, with no new POAPs coming even though existing collectibles stay intact. The show also touched on the hotter TCG and collectibles market, with a reminder that more platforms will emerge and users need to stay sharp on custody, liquidity and platform risk.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 NFTsFor 10% off the Dominion 2026 conference, register with this link: Dominion 2026 coupon