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OpenSea Acquires Rally, Pump.fun Presale & Do NFTs Still Owe You Lifetime Utility?
CwC Weekly
July 11, 2025
GCR faces insider trading allegations
OpenSea acquires Rally, names Chris Maddern as CTO
Doodles partners with Twix
Lifetime perks resurface across NFT communities
Pump.fun’s vision to disrupt Facebook, TikTok and Twitch
Ethereum optimism returns as bull market buzz grows
Watch & Listen Now: Cap and Steve came back from the holiday break ready to stir things up. They cover GCR trading controversy and the battle for memecoin launchpad dominance, with BonkFun challenging Pump.fun’s throne. OpenSea's acquisition of Rally App and Chris Maddern's new CTO role fuels conversation about shifting NFT infrastructure. The Coffee Crew also revisits the future of lifetime NFT perks, debates Doodles’ direction after its Twix partnership, and reacts to Pump.fun’s bold bid to become a social media alternative. Mix in some AI prompt paranoia and crypto estate planning for a packed week of Coffee.
☕️ Brewing This Week
📰 Monday
Source: Letsbonk,fun
Meme Launchpad Wars, GCR Trading Allegations & NFTs Beyond the PFP Meta
Cap and Steve return from the July 4th break to tackle some of the stories rattling Crypto Twitter. They unpack allegations that GCR, one of the space’s most respected traders, may have used insider access to gain an unfair edge, shaking confidence across the timeline. The episode also covers BonkFun flipping Pump.fun in daily volume for the first time, signaling a shift in the memecoin launchpad space. To close, they explore how the rising popularity of collectibles like Labubu could reshape NFT utility by bridging digital ownership with real-world fandom.
💡 Tuesday
Pump.fun Presale Pulls Attention + Doodles’ Twix Partnership Sparks Debate
Cap and Steve unpack the growing conversation around pump.fun’s presale, questioning whether it’s a smart evolution of memecoin platform, a liquidity drain for Solana or both. They also explore BitChat, Jack Dorsey’s offline-first Bluetooth messaging app, before turning to Doodles’ latest brand move, a partnership with Twix. The announcement leaves our community split, with many questioning whether the project still has a clear narrative. The show wraps with a discussion on InfoFi’s leaderboard system and the tension between incentivized visibility and long-term value creation.
🔗 Wednesday
Source: Chris Maddern on X
OpenSea Acquires Rally, NFT Lifetime Perks Debate & Crypto Estate Planning
Chris Maddern dropped into today’s Coffee with Captain to announce that Rally App has been acquired by OpenSea and he’s stepping in as CTO. Cap and Steve react live, then shift into a broader conversation about whether NFT projects should still provide lifetime perks or if that era has passed. They revisit early examples like ApeFest and discuss how utility, access and community value have shifted over time. The show also touches on crypto estate planning, NFT token fatigue and a light conspiracy theory segment to close things out.
🤖 Thursday
Pump.fun is back at it again. The memecoin launchpad is trying to evolve as a decentralized attention network. They react to Alon, Pump’s founder, posting Pump.fun’s plan to disrupt platforms like X and explore whether creator-owned ecosystems powered by tokens can actually scale. Earlier in the episode, the hosts reflect on how tools like ChatGPT have become trusted outlets for journaling and decision-making, raising tough questions about AI privacy and prompt exposure.
🥳 Friday
Bull Market Signs + NFT Lifetime Utility Debate
Friday’s show opens with a debate over whether July 10 signaled the start of a new bull market, as excitement floods back into both tokens and NFTs. The discussion covers Ethereum’s long-term value and the emotional traps that come with holding through volatile cycles. Midway through, the focus shifts to how NFT projects should deliver on promised perks, with real-world parallels like Tesla, REI, and Disney sparking a thoughtful debate on lifetime utility. The episode closes with a fresh Clutch Market parlay via Billy Bets.
🎓 Quick Take For Newcomers
Digital Ownership is Evolving: NFTs are moving beyond PFPs into loyalty programs, physical collectibles, and real-world access. Brand partnerships, token-gated experiences, and community engagement are shaping the next phase. This era is less about profile pictures and more about meaningful participation.
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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.