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.
We sit with the team at Bitmap Studios and discuss all things metaverse on Bitcoin and DMT. Bitmap Studios is launching a new avatar collection called The BitAvatars in a few days (Oct 24th) on Mscribe. This will be a UNAT collection, sharing the same element pattern as Natcats, giving the non-arbitrary supply of 8,064.BitAvatars are unique 3D models with interoperable use cases in mind. Already these avatars will be functional with FOXXI’s Bitverse, Inscribed.Space, and The NATRIX. This focus gives tremendous ability to these avatars and their access to a wider range of experiences for holders. We discuss how Avatars can serve as a killer onboarding vehicle for new users of a Bitmap. We then discuss Bitmap Studios recent developments in the NATRIX which showcase the ability for creators to leverage MML and Bitmap parcels to produce engaging and showcase worthy experiences. We go deep on DMT application within the metaverse economy and highlight how blockdrops are being leveraged to amplify the metaverse economy.
We receive a very insightful question from somebody who watches this podcast who has been an active participant in the things we have been building. The question focuses on tying together $NAT, Bitmap, NATRIX, DMT NATs and UNATs into a sensible overall understanding how all these creations interplay with each other. We discuss how our thesis of metaverse maximalism has influenced just about everything in relation to what we have been building on Bitcoin. By understanding the economic requirements of the metaverse and the need to introduce digital commodities for the metaverse market on Bitcoin, $NAT and the DMT framework ws built in order to maintain non-arbitrary principles Bitmap introduced for this new asset class. NATs and UNATs all are created through the utilization of Bitcoin block data, thus giving their existence a forever association to Bitcoin as opposed to arbitrary token creations. We describe the NATRIX as the culmination of all these technologies by bringing the DMT commodities market into a composable application environment that can be hosted by Bitmap parcel owners. The real mission to increase interest in metaverse asset ownership and to kickstart a UGC economy that accelerate the proliferation of content and experience for metaverse users. We do so by leveraging $NAT as the face of the ecosystem in order to introduce the principles of DMT in the manner that poses the least friction. With $NAT token interest surging, more will discover all other DMT creation from art to the metaverse. What does this all lead to? Hopefully a metaverse economy with truly unique economic properties related to what makes Bitcoin valuable and in the end onboarding a larger user base to Bitcoin who are less interested in Bitcoin financial application, more so inclined to participate in the nascent metaverse journey.
We recently initiated the first Bitmap LDE and community reaction has been quite volcanic. More than 600 parcels have been distributed from a single Bitmap and builders are already utilizing the tools of BitmapOS to build out their virtual experiences within the NATRIX. However, members of the Bitmap community feel this to be a negative for the Bitmap ecosystem due to differences in interpretations of how Bitoshi’s Bitmap Parceling standard is to be respected. We go through our reasoning and logic as to how we performed an LDE in the manner that has been done utilizing TAP protocol for a more efficient approach.
We recently initiated the first Bitmap LDE and community reaction has been quite volcanic. More than 600 parcels have been distributed from a single Bitmap and builders are already utilizing the tools of BitmapOS to build out their virtual experiences within the NATRIX. However, members of the Bitmap community feel this to be a negative for the Bitmap ecosystem due to differences in interpretations of how Bitoshi’s Bitmap Parceling standard is to be respected. We go through our reasoning and logic as to how we performed an LDE in the manner that has been done utilizing TAP protocol for a more efficient approach.
We’ve been building for more than a year now in the Bitcoin ecosystem and are finally at a point where we are able to hone in and lock down our development roadmap in order to finalize our metaverse on Bitcoin vision. Since the beginning days of DMT we have relied on Benny’s developments on the TAP protocol to support critical functionalities. As the TAP protocol continues to evolve, our more metaverse development focused goals now seem much more feasible and a high velocity metaverse economy built on Bitmap, powered by BitmapOS and the TAP protocol. We discuss the difficulties we have faced in this journey so far in developing DMT protocol and now BitmapOS technologies to improve the developer experience for Bitmap builders.