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- ETH to $10K, Robinhood’s Onchain Playbook & DFS in the Crosshairs
ETH to $10K, Robinhood’s Onchain Playbook & DFS in the Crosshairs
CwC Weekly
July 04, 2025
Robinhood x Arbitrum could unlock mainstream DeFi
Clutch Markets brings NFT parlays onchain
RWAs gain steam with Robinhood and Kraken moves
New tax bill could gut DFS and betting
Studio Azuki inks anime deal with Westbrook Inc.
ETH’s $10K path through treasuries and stablecoins
Can NFTs hold value if ETH moons?
Watch & Listen Now: This week’s shows zoom in on the biggest shifts happening beneath the surface. Cap breaks down Robinhood’s potential Arbitrum integration, talks NFT parlays with Clutch Markets, and unpacks how tokenized real-world assets are breaking finance wide open. There’s backlash brewing over a proposed DFS tax law, new momentum behind Web3-native IP like Studio Azuki, and a deep dive on whether Ethereum’s next leg up leaves NFTs behind.
☕️ Brewing This Week
📰 Monday
Source: Robinhood Website
Robinhood & Arbitrum + Clutch Markets Founder Breaks Down DeFi & NFT Parlays
Special Cohost & Guest:
SimpleFarmer – Founder of Clutch Market: https://x.com/OxSimpleFarmer
SimpleFarmer joins Cap for a packed episode exploring how Robinhood’s rumored Arbitrum partnership could reshape DeFi adoption through mainstream retail access. They unpack what this means for tokens like GRAIL, GMX, and $APE and why Arbitrum’s L3 structure is built for scale. Later in the show, SimpleFarmer steps into the guest seat to break down how Clutch Markets is turning NFT-based parlays into productive assets, shares details on their upcoming pooled staking protocol for ApeChain and announces a major integration with Billy Bets that could reshape onchain sports betting.
💡 Tuesday
Tokenizing the World with Real Estate, RWAs and Onchain Finance
Cap leads a solo deep dive into the future of tokenized assets following major announcements from Robinhood and Kraken. The conversation explores how blockchain infrastructure is beginning to absorb real-world assets like equities and real estate, unlocking global access and removing traditional barriers like escrow, title agencies, and notaries. Community callers weigh in on the tradeoffs between self-custody and centralized services, while discussing how stablecoins, smart contracts and wallet-native identity systems could reshape everything from mortgages to investment access.
🔗 Wednesday
Source: Kevin Dietsch/Getty Images
Crypto Is Boring Until It’s Not + Gambling Taxes, Studio Azuki & the Future of Onboarding
A new Senate bill has Cap sounding the alarm as it threatens to gut DFS and sports-betting with hidden tax changes that echo poker’s Black Friday. He also covers Studio Azuki’s major anime partnership with Westbrook Inc., adding momentum to Web3-native IP entering mainstream entertainment. The episode explores Xeet’s SocialFi mechanics, frictionless onchain tools like Virtuals and Banker Bot and ends with a sharp critique of crypto’s onboarding strategy, arguing that users don’t care about blockchains, only about better apps.
🤖 Thursday
Source: Billy Bets Dev on X
Billy Bets Reward System Launches + The Future of Jobs in an AI World
Special Guests:
Bunchu - Cofounder & CEO of Billy Bets: https://x.com/BunchuBets
Bunchu joins Coffee with Captain to unpack how Billy Bets is using smarter data to outperform traditional bettors and reshape the role of AI in sports forecasting. Before that, Cap and Steve react to InfoFi’s growing influence, the community vote to dissolve ApeCoin DAO, and the discontinuation of Ledger’s Nano S. The episode also dives into the broader implications of the lawsuit against Claude’s creators for alleged copyright violations, opening up questions about how modern AI models are really trained.
🥳 Friday
ETH to $10K + Why NFTs May Not Hold Their USD Value
Cap returns solo on July 4 with a bullish case for Ethereum reaching $10,000, sparked by institutional adoption, stablecoin growth, and a $5 trillion debt expansion baked into the latest U.S. spending bill. He explains why Tom Lee’s ETH reserve strategy could kick off a wave of treasury stacking across traditional finance and dives into how this momentum might affect the NFT market. The conversation challenges whether collections like Pudgy Penguins and Bored Apes can hold their USD floor prices if ETH runs, comparing them to assets like Rolex watches and Jordan rookie cards during past bull cycles.
🎓 Quick Take For Newcomers
Tokenized Assets Are Here: Crypto is absorbing the most outdated parts of traditional finance. Real-world assets like stocks and real estate are already going onchain, and the pace is picking up.
📺 Weekly YouTube Highlights
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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.