In today’s newsletter:

• Bitcoin smashes through to a new all-time high

• $10K ETH talk builds after $27B institutional buy

• Stripe & Circle make bold blockchain moves

• Hyperliquid and Polkadot showcase DeFi yield plays

• Beeple sparks NFT market debate with Nakamigos pump

• Blur loan risks put Pudgy Penguins in the spotlight

Watch & Listen Now: Bitcoin’s push to new highs and Ethereum’s leap past $4,400 set the tone for a week filled with bullish speculation, billion-dollar ETF inflows, and talk of whether $10K ETH could spark a return of six-figure NFT floors. Market momentum was matched by major adoption news as Stripe and Circle rolled out their own blockchains, while Hyperliquid and Polkadot showcased the next wave of DeFi yield strategies. NFT debates flared over Beeple’s impact on Nakamigos, Blur loan risks on Pudgy Penguins, and the evolving role of brand coins like $PENGU. Guests Jesse from badbad and Phunky brought deep dives into fashion-linked NFT drops, gaming-powered ecosystems, and how new liquidity models are reshaping onchain participation.

☕️ Brewing This Week

📰 Monday

Bitcoin Nears New Highs + Beeple’s NFT Controversy

Special Guests:
Jesse: https://x.com/JesseFriedland
DeeZe: https://x.com/DeeZe

Bitcoin hovers near fresh highs and Ethereum pushes above $4K, fueling speculation about whether the next round of “god candles” is on deck. The hosts spotlight Yuga Labs’ OtherSide as community-driven games and authentic player activity start bringing the metaverse vision into focus. A Beeple-sparked flash pump in Nakamigos ignites a sharp debate over how much responsibility creators have for market moves. Special guest Jesse from badbad shares the brand’s journey from Goonz World to its latest NFT collection, Back in Bloom, which merges fashion, art, and onchain culture with matching physical merchandise.

Check this episode out on X and YouTube (audio issues on YT). No podcast this week.

💡 Tuesday

ETH ETF Boom + Stripe & Circle’s Blockchain Bet

Ethereum’s climb past $4,400 after flat CPI data sparked discussion on the billion-dollar ETF inflows fueling its outperformance over BTC. Cap and Steve debated whether this momentum could carry into year-end and how ETF buyers compare to spot investors. The show also covered Moonbirds’ surge from a Kaito leaderboard push, SimpleFarmer’s debut of ApeChain’s “Wheel of Fate” prize system, and the major adoption moves from Stripe and Circle as they launch their own blockchains. Voh weighed in on Kaito campaign quality, warning that AI spam and bot farming risk undermining long-term project value.

Check this episode out on Apple, Spotify, and YouTube

🔗 Wednesday

$27B ETH Buy + Could $10K ETH Spark a Six-Figure NFT Comeback?

Ethereum’s surge took center stage as the team discussed a $27B institutional buy that could trigger a major supply shock, drawing parallels to the 2021 run and fueling predictions that $10K ETH may be within reach. They explored how such a move could push Punks, Apes, and Pudgies back to six-figure USD floors, with BAYC’s resilience viewed as a bullish sign for Pudgy Penguins after their token launch. The episode also touched on the market’s shift from NFTs to coins and DeFi, including a breakdown of leverage risk on platforms like Hyperliquid. Wrapping up, they analyzed Azuki’s $2.5M Anime Coin deal with GameSquare, weighing its esports and merchandise plans against the challenges of sustaining token value.

Check this episode out on Apple, Spotify, and YouTube

🤖 Thursday

Bitcoin’s New All-Time High, DeFi Leverage Risks & Abstract XP Strategy

Bitcoin’s climb to a new all-time high drives a wide-ranging conversation on market sentiment, the nature of a volatile bull, and why short-term pullbacks shouldn’t rattle long-term conviction. The hosts outline how leverage in DeFi trading can magnify gains but also lead to sudden liquidations, stressing the importance of risk management. They also touch on Stripe and Circle’s potential on-chain moves, the resilience of brand coins like $PENGU, and how players in Abstract weigh grinding for XP versus maintaining efficiency.

Check this episode out on Apple, Spotify, and YouTube

🥳 Friday

ETH Bounce, Hyperliquid Gains & Polkadot DeFi Yields

Special Guests:
Phunky (Ryan) – Head of Protocol Partnerships at Global Stake: https://x.com/ThePhunky1

ETH’s sharp rebound after a flash crash tied to hot inflation data came alongside $639M in institutional ETF inflows on the same day. The show explores DeFi allocation strategies, with Cap adding to his Hyperliquid HYPE stake and Steve concentrating yield plays into fewer protocols. The NFT segment highlights Blur loan risks on Pudgy Penguins and why dedicated business development can drive real perks for holders. Special guest Phunky walks through Polkadot’s relay chain and parachain setup, showcases major gaming titles like NFL Rivals, FIFA Rivals, and Pudgy Party, and explains how Hydration’s Omnipool allows single-sided liquidity provision for competitive yields.

Check this episode out on Apple, Spotify, and YouTube

🎓 Quick Take For Newcomers

📺 Weekly YouTube Highlights

Want to see our guests in action? Our YouTube channel 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.