This episode of the Blockrunner Podcast breaks down one of the most revealing weeks we’ve seen at the intersection of crypto, AI, and creator monetization.

What began as a promising experiment in creator capital markets quickly turned into a live stress test for liquidity, incentives, and trust. We walk through the rise and collapse of the Ralph token, why it initially made sense, how it gained traction, and why it unraveled the moment the creator sold. The fallout wasn’t just about price action. It exposed deeper structural problems that most internet capital markets haven’t solved yet.

From there, the conversation expands into the accelerating timeline toward AGI, why looping AI systems and agent swarms change the nature of work, and what happens to human purpose when intelligence becomes abundant. We react to Davos conversations, including moments where Bitcoin is openly laughed at by legacy financial institutions, and explain why those reactions reveal more ignorance than confidence.

We then tackle the uncomfortable question most Bitcoin holders avoid: how the network remains secure long-term. Transaction fees alone are not a viable answer. We explore why Bitcoin’s security budget faces a real challenge over the next decade and why a second subsidy may be the only credible path forward without changing Bitcoin’s core protocol.

This episode ties everything together into a single thesis. Internet capital markets are early, powerful, and inevitable, but without proper incentive design and liquidity structure, they will continue to fail in dramatic fashion.

If you’re thinking seriously about AI, crypto, creator monetization, and Bitcoin’s future, this episode will challenge your assumptions.

Learn more about the second subsidy thesis at natgmi.com.

Topics:

1. First up, walking through the rise and collapse of the Ralph token, why it initially made sense, how it gained traction, and why it unraveled the moment the creators sold.

2. Next, reacting to Davos conversations, and a moment where Bitcoin is openly laughed at by legacy financial institutions.

3. and Finally, why a second subsidy may be the only credible path forward without changing Bitcoin’s core protocol.

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$NAT Telegram: https://t.me/dmt_nat

AI isn’t just another tech cycle. It’s colliding with geopolitics, labor markets, crypto, and creator economies all at once.

In this episode of the Block Runner Podcast, we break down why the global landscape is shifting faster than most people realize. From delayed tariffs and geopolitical power struggles, to AI-driven job displacement, no-code engineering, and the rise of vibe coding, this conversation explores what actually matters beneath the noise.

We connect the dots between AI infrastructure, resource bottlenecks, robotics, and why this moment feels eerily similar to early crypto. Except this time, execution is possible. We also dig into where crypto still fits, how AI agents interact with crypto rails, and why new business models like creator capital markets are emerging.

To close it out, we run a live Doom deathmatch on Track to demonstrate peer-to-peer infrastructure in action, then share updates on NAT, community conviction, and why long-term alignment still wins.

If you’re trying to understand where AI, crypto, and creators intersect next, this episode is for you.

Topics:

1. First up, AI, colliding with geopolitics, labor markets, crypto, and creator economies all at once

2. Next, break down why the global landscape is shifting faster than most people realize.

3. and Finally, we run a live Doom deathmatch on Track to demonstrate peer-to-peer infrastructure in action

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$NAT Telegram: https://t.me/dmt_nat

We unpack how DMT, NAT, and AI-powered creation are converging into a new creator economy that looks fundamentally different from previous cycles. The conversation starts with a simple but critical idea: signal matters more than vibes, especially in markets driven by narratives.

As AI tools collapse the distance between ideas and execution, the definition of “building” is changing in real time. What once required teams, capital, and long timelines can now be prototyped, iterated, and shipped by small groups or even individuals. That shift has major implications for creators, platforms, and monetization models across crypto and beyond.

We explore DMT not as a buzzword, but as a production engine that enables creators to move faster, experiment more freely, and participate meaningfully in emerging markets. Along the way, we discuss community-driven building, vibe coding, and why some level of saturation is not a failure, but a necessary phase of discovery.

The episode closes by examining creator monetization through the lens of platforms like OnlyFans, not as a destination, but as an early signal of where creator capital markets are heading. The real opportunity lies in aligning incentives, lowering production costs, and building systems that reward contribution over hype.

This conversation isn’t about predicting the next trend. It’s about understanding what works before the market catches on.

Topics:

1. First up, unpacking how DMT, NAT, and AI-powered creation are converging into a new creator economy
2. Next, exploring DMT not as a buzzword, but as a production engine that enables creators to move faster, experiment more freely, and participate meaningfully in emerging markets
3. and Finally, examining creator monetization through the lens of platforms like OnlyFans, not as a destination, but as an early signal of where creator capital markets are heading.

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$NAT Telegram: https://t.me/dmt_nat

First episode of 2026 and we’re setting the frame for what matters this year: AI is hitting escape velocity, “creation” is getting commoditized, and that changes everything from business models to the metaverse thesis.

We talk through the cultural shift (the 2025 existential turn), why low-sentiment periods are when you should be paying the most attention, and how social media incentives reward overreaction. Then we zoom out to the macro: metals ripping, Bitcoin lag dynamics, and what a “real” 2026 setup could look like.

On the crypto side, we dig into the creator coin debate and why the fan-to-investor switch breaks expectations, using the Nick Shirley Zora post as a live case study. Finally, we share our north star: a world where CoinGecko has an “NAT” tab, non-arbitrary tokens become a real market category, and miners distributing NAT becomes the moment the market can’t ignore.

Key topics:

1. AI → new creator economy + new niches
2. Metaverse iteration gets cheaper and faster
3. The problem with “only up” expectations for creator
4. Macro signals: metals, lag theory, and Bitcoin’s next leg
5. Zora case study: viral content vs market participation
6. NAT vision: miners, distribution dashboards, and the path to scale

If you made it through 2025, welcome to 2026. We’re back on the grind. Like, subscribe, and drop a comment with what you think the “mukbang of AI” will be.

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$NAT Telegram: https://t.me/dmt_nat

2025 wasn’t a failed bull market. It was the start of a structural bear.

In this episode, we break down why Bitcoin holding the “blue zone” may signal maturity rather than weakness, and why that shift breaks many of the assumptions crypto has relied on for the last decade. Slower upside, collapsing speculative volume, and pressure on miners aren’t anomalies — they’re consequences.

We revisit the biggest signals from this cycle: Trumpcoin, treasury-company leverage, crypto AI hype, and why on-chain activity quietly evaporated. Then we pivot into AI-generated content, dissecting a viral video that fooled millions and what it reveals about authenticity, persuasion, and trust in the AI era.

From there, we look ahead to 2026: – Miner revenue compression and Bitcoin’s security budget problem – Why “fees will fix it” isn’t enough – Neobanking + stablecoins as the real onboarding wave – Regulation turning crypto into structured internet capital markets

We close with the NAT thesis: Bitcoin’s long-term sustainability depends on a second subsidy. NAT is explored as a non-arbitrary, miner-aligned solution with a clear catalyst timeline (V1, V2, adoption, flywheel).

This isn’t about hype. It’s about whether crypto becomes infrastructure — or breaks under its own assumptions.

Topics:

1. First up, break down why Bitcoin holding the “blue zone” may signal maturity rather than weakness

2. Next, revisit the biggest signals from this cycle: Trumpcoin, treasury-company leverage, crypto AI hype, and why on-chain activity quietly evaporated.

3. Finally, Our prediction for 2026

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$NAT Telegram: https://t.me/dmt_nat

We break down the viral “crypto is dead” take and what it actually means: the industry can’t rely on hype, memes, and casino mechanics forever. We talk about why stablecoins may be crypto’s biggest real-world win, how speculation still funds infrastructure, and why this cycle feels different as AI pulls capital (and attention) into a new “imagination phase.”

We also cover why builders need to ship real products (not just tokens), how authenticity becomes the new premium in an AI world, and why every project may end up running a podcast as the best distribution engine.

Plus: updates on NAT and Bitcoin’s long-term miner security budget problem, including a recent Twitter Space conversation with Cinco and what miner adoption signals to watch next.

Topics:

1. First up, break down the viral “crypto is dead” take and what it actually means
2. Next, discuss why stablecoins may be crypto’s biggest real-world win, and how speculation still funds infrastructure
3. and Finally, updates on NAT and Bitcoin’s long-term miner security budget problem

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$NAT Telegram: https://t.me/dmt_nat

In this episode, we break down why Bitcoin feels range-bound despite massive macro shifts happening in the background. We explore whether the traditional 4-year cycle is breaking, how Fed policy and liquidity signals are changing the game, and what a potential U.S. Strategic Bitcoin Reserve could mean if the government begins accumulating BTC at scale.

The conversation then expands into tariffs, UBI experiments, and how society might transition into an AI-driven future without destabilizing everything in the process. From there, we connect the dots between emerging military AR systems, space-based compute, and why energy, security, and infrastructure are becoming the defining narratives of the next decade.

In the final stretch, we go deep on Bitcoin’s long-term security budget problem, why fees alone may not be enough, and how NAT introduces a sustainable second subsidy for miners without changing Bitcoin’s consensus rules. We also cover miner adoption, hash-power tipping points, and why this could be one of the most important developments in Bitcoin’s history.

Topics:

1. First up, breaking down why Bitcoin feels range-bound despite massive macro shifts happening in the background.
2. Next, tariffs, UBI experiments, and how society might transition into an AI-driven future without destabilizing everything in the process.
3. and Finally, deep dive into Bitcoin’s long-term security budget problem, why fees alone may not be enough, and how NAT introduces a sustainable second subsidy for miners

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$NAT Telegram: https://t.me/dmt_nat

Bitcoin’s biggest risk isn’t the SEC, ETFs, or alt-L1s… It’s the shrinking security budget nobody wants to talk about. We break down why treating Bitcoin as “digital gold” creates the Empty Castle Effect: a multi-trillion dollar asset sitting on-chain with collapsing fees and a weakening incentive for miners to defend it long term.

We walk through the timeline of miner adoption of NAT (Non-Arbitrary Tokens) and why having ~60% of Bitcoin hash rate already touching NAT matters for security. From COVID and the failed “metaverse pivot,” to AI eating all jobs, to tiny homes and Ready Player One, we zoom out on how economic incentives are shifting and why Bitcoin’s fee market can’t be left to vibes and rainbow charts forever.

We also react to an AI-generated explainer built with NotebookLM, talk Jensen Huang, reusable rockets, and first-principles thinking, then deconstruct Michael Saylor’s latest “Bitcoin rocket” diagram and the pyramid accusations around it. Finally, we go deep on why “Bitcoin will just keep doubling” quietly violates basic physics, how that ties into the security budget problem, and where Digital Matter Theory (DMT) and NAT fit in as a potential answer.

If you care about Bitcoin’s long-term security, miner incentives, and what a post-halving world looks like when block rewards fade, this is the episode you shouldn’t skip.

Topics:

1. First up, the gang discuss what Bitcoin’s biggest risk is, and it isn’t the SEC, ETFs, or alt-L1s
2. Next, walk through the timeline of miner adoption of NAT (Non-Arbitrary Tokens) and why having ~60% of Bitcoin hash rate already touching NAT, matters for security
3. and Finally, react to an AI-generated explainer built with NotebookLM, talk Jensen Huang, reusable rockets, and first-principles thinking.

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$NAT Telegram: https://t.me/dmt_nat