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Solana ETF Speculation, VeeFriends Wallet Launch & Rethinking Web3 Incentives
CwC Weekly
October 10, 2025
Solana ETF Buzz: Institutional interest builds as Solana eyes ETF approval.
Rethinking Rewards: NFT farming fatigue gives way to real participation models.
On-Chain Reputation: Serpin explains how Ethos enables verifiable trust.
Crypto Rewards Debate: New card perks and MetaMask’s rollout raise transparency concerns.
VeeFriends Innovation: Andy and Jeremy share how new wallets simplify onboarding.
Tokenized Brands: Vibestr, DOOD, REKT, and BIRB show both promise and risk.
Watch & Listen Now: This week’s Coffee with Captain focused on sustainability and evolution across crypto ecosystems. From Solana’s ETF potential to MetaMask’s contested rewards rollout, Cap and Steve explored how real utility and community-first design are replacing short-term hype. Guest insights from Ethos’ Serpin, OtherGames’ Makaveli, and VeeFriends’ Andy Krainak and Jeremy revealed how reputation, gaming, and onboarding tools are shaping a more mature Web3.
☕️ Brewing This Week
📰 Monday
Solana ETFs on the Horizon + Rethinking How Web3 Rewards Work
Cap and Steve kicked off the week with market talk as Bitcoin approaches price discovery and Solana’s ETF speculation heats up. Cap predicted Solana could outperform majors through Q4 thanks to growing institutional interest and potential ETF momentum. The conversation then shifted to NFT incentives, where they argued that farming culture has created empty volume instead of real community loyalty. They highlighted models like Project RAID, MetaMask, Linea, and Flow as signs of progress toward rewarding genuine participation. Despite a shorter runtime caused by technical issues, the show stayed focused on substance over hype.
💡 Tuesday
Source: Ethos on X
NFT Ownership Isn’t What You Think + Serpin’s Vision for On-Chain Reputation
Special Guest:
Serpin - Founder of Ethos: https://x.com/0x5f_eth
Cap and Steve break down what NFT ownership really means in 2025, questioning whether exclusivity and scarcity still matter in a market that often feels open to everyone. They discuss how thoughtful design and purpose can create real connection between holders instead of pure speculation. The episode wraps with guest Serpin, founder of Ethos, who shares how on-chain reputation and community-driven accountability could shape a more trustworthy future for Web3.
🔗 Wednesday
Source: Coinbase
Crypto Credit Card Rewards + The Problem With MetaMask’s Rewards Rollout
Special Guest:
Makaveli - Co-Founder of OtherGamesXYZ: https://x.com/MakaveliDlaCruz
This episode explored the evolving world of crypto rewards, starting with how Gemini and Coinbase One are reshaping credit card perks for digital asset users. The hosts then unpacked TokenWorks’ expanding NFTStrategy ecosystem, discussing how its next token launches could drive new trading dynamics across NFT collections. Midway through, Makaveli from Other Games joined to highlight an ApeChain × Solana crossover gaming event inside the Otherside that’s connecting players across ecosystems. The conversation closed with concerns over MetaMask’s new rewards rollout and why greater transparency, like OpenSea’s approach, is key to maintaining user trust.
🤖 Thursday
Source: VeeFriends on X
VeeFriends Wallet Bridges Web2 Users + The Blueprint for Brand Building in Web3
The show opened with a conversation on brand building in Web3, where Cap and Steve discussed how consistent communication, community trust, and storytelling create long-term value beyond floor prices. They explored royalties and sustainable revenue as essential parts of healthy project design before welcoming VeeFriends President Andy Krainak and Community Lead Jeremy midway through the episode. The guests shared how the new Privy-powered VeeFriends wallet uses email login and exportable keys to help users move from exchanges into self-custody and how Rarible integration simplifies NFT purchases. The discussion highlighted VeeFriends as a model for responsible onboarding and strong brand identity, closing with reflections on Doodles/IP and what sustainable growth looks like as the space matures.
🥳 Friday
Source: Good Vibes Club on X
Vibestr Token Starts Out Strong + Why Every NFT Brand Wants Its Own Coin
Vibestr’s token relaunch showed how thoughtful mechanics can drive real momentum, with its reduced tax model and buy-and-burn loop gaining early traction across the community. The discussion expanded into the growing wave of brand coins like DOOD, REKT, and the upcoming BIRB, examining whether these project-backed tokens can deliver lasting utility or simply spark another short-term hype cycle. The crew questioned if the excitement around the BIRB token is getting ahead of substance and how Web3 brands can communicate innovation without overpromising. The episode closed by emphasizing smarter token design, better pacing, and sustainable incentives as key to restoring long-term trust in the ecosystem.
🎓 Quick Take For Newcomers
Liquidity Shifts: Capital is rotating fast between ecosystems and narratives. For newcomers, this shows how attention often drives liquidity in crypto, and why staying patient and focused during quieter periods can lead to better long-term results.
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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.