In today’s newsletter:

• Kaito and the Web3 Content Supercycle

• MegaETH’s Builder Strategy

• Bitcoin’s ATH

• PizzaDAO’s 420-City Celebration

• AI Device Speculation

• Stablecoin Patents

Watch & Listen Now: This week’s shows highlight Web3’s evolving creator economy, as Kaito drives a shift toward insight-driven content while MegaETH positions itself as a builder-first modular L2. We unpack the myth of Bitcoin Pizza Day, preview Clutch Market’s Polymarket-powered betting app, and explore why Cookie.fun’s launch sparked debate over “InfoFi” versus incentivized shilling. The week closes with serious regulatory discussions around stablecoin patents and Trump’s tariff threats, revealing how crypto is increasingly shaped by both innovation and geopolitics.

☕️ Brewing This Week

📰 Monday

Kaito’s Role in the Content Supercycle + Betting on Clutch Markets

Special Cohost:
BCheque – Founder and Host of Modern Market: https://x.com/BCheque1

Special Guest:
SimpleFarmer – Founder of Clutch Market: https://x.com/OxSimpleFarmer

Cap is joined by BCheque from Modern Market to break down how Kaito has reshaped crypto content, sparking a wave of insight-led posts and new creator incentives across Web3. They reflect on the shift away from shallow engagement farming and toward authentic value, while discussing how this “content supercycle” may evolve. Later, Clutch Market founder SimpleFarmer previews their new parlay betting platform on ApeChain, which uses Polymarket data and NFT-based tickets to enable peer-to-peer cashouts and community staking. It’s a strong case for real consumer apps in crypto.

Check this episode out on Apple, Spotify, and YouTube

💡 Tuesday

How MegaETH Plans to Win Builders + Unlocking Yield with Pendle and Kaito

Special Cohost:
Bread - CMO of MegaETH: https://x.com/0xBreadguy

Today, Cap is joined by guest cohost Bread for a wide-ranging conversation on how MegaETH is positioning itself as a top modular L2 by investing in builders and capturing mindshare. Bread explains how his role evolved from content creator to CMO and why storytelling is as critical as tech in today’s Web3 ecosystem. The episode also explores Pendle’s yield-splitting mechanics, how Bread is farming 50 percent APY on staked Kaito, and why real-world adoption like Avalanche’s NFT ticketing at Red Bull Stadium doesn’t always benefit token holders. Additional topics include stablecoin revenue models, Cardano’s token sweep controversy, and long-term loyalty in blockchain ecosystems.

Check this episode out on Apple, Spotify, and YouTube

🔗 Wednesday

Bitcoin Hits ATH Quietly, Kaito vs Cookie.fun & the Future of InfoFi

Cookie.fun’s launch of “Snaps” sparks a heated conversation around the rise of InfoFi platforms and whether they represent a real innovation or just the next wave of paid shilling. Cap, joined by Jonah and Joey, explores how tools like Kaito and Cookie are reshaping onchain marketing, creator incentives, and even hiring in Web3. They also dive into the eerie quiet surrounding Bitcoin’s new all-time high, discuss where attention is flowing in this cycle, and share their favorite daily tasks for farming crypto-native rewards.

Check this episode out on Apple, Spotify, and YouTube

🤖 Thursday

Bitcoin Pizza Day Exposed + OpenAI and Jony Ive’s Secret Device Plans

Special Guests:
Bunchu - AI Expert and CEO of Billy Bets: https://x.com/BunchuBets

Cap and Bunchu uncover the truth behind Bitcoin Pizza Day, revealing the iconic photo was staged and the 10,000 BTC never directly purchased a Papa John’s pizza. PizzaDAO’s Snax and Saucy join the show to highlight their 420-city celebration and outline their plan to tokenize and empower independent pizza shops through Web3 infrastructure. Cap even announces plans to open a pizza shop in Tampa. The episode later shifts into major AI news, with a breakdown of OpenAI’s partnership with Jony Ive, Google’s Gemini upgrades, and what the rise of agent-based tools means for the future.

Check this episode out on Apple, Spotify, and YouTube

🥳 Friday

Inside the U.S. Stablecoin Patent Push + Trump’s Tariff Threats Rattle Markets

Special Cohosts:
Legendary - Host of Modern Market: https://x.com/legendarygainz_
Riggs - Commerial Real Estate in NYC: https://x.com/KyleRiggins

As global tensions rise, Cap is joined by Legendary and Riggs to examine how Trump’s latest tariff proposal and the evolving U.S. stablecoin landscape could reshape crypto’s near-term future. Warped Joe explains how U.S. patent law is quietly becoming a powerful force behind stablecoin dominance, especially as major banks like JPMorgan explore digital dollar strategies. The team also breaks down Sui’s swift response to a protocol exploit, Claynosaurz’s refundable mint on SUI, and why Base may be losing developer trust. It’s a grounded, insight-heavy episode with sharp takes on regulation, infrastructure, and adoption paths.

Check this episode out on Apple, Spotify, and YouTube

🎓 Quick Take For Newcomers

📺 Weekly YouTube Highlights

Shoutout to all our special cohosts filling in for Steve this week! Check out our YouTube channel that features full video episodes, interview-only segments, and quick YouTube shorts featuring key moments. Subscribe now to never miss an episode and see the faces behind the voices!

Have a wonderful, wonderful weekend everybody!

DISCLAIMER: This newsletter contains information presented solely for educational purposes and should not be interpreted as financial or investment advice. Any investment decisions should be made after consulting with qualified professionals. Please be aware that I may own several digital assets discussed in this publication.