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.
The Bitmap experiment has been ongoing for more than a year, introducing a community focused on delivering metaverse primitives that help Bitmap owners build out their virtual environments. We ask in this hour long podcast, what will it take to get the state of the metaverse anywhere near capable of supporting a digital economy at the scale of multi-trillions of dollars worth of virtual value. We’ve been asking ourselves this very question for years and go over some of our thoughts and share history from our origins of metaverse development.
We then introduce our virtual environment (NATRIX) in NatCat 3D avatar form, which is utilizing the technology framework of BitmapOS that we have developed. With the NATRIX we intend to distribute the first FULL land distribution event (LDE) by utilizing a new feature to Mscribe that will enable Bitmap owners to fully distribute their parcels to individuals who want to purchase them through parent-child inscriptions. The experience will be similar to the NAT blockpad but repurposed for Bitmaps. Our goal is to have this method of parceling and community onboarding onto a Bitmap become a re-occurring activity within the metaverse economy, similar to token launches (TGEs) in the broader crypto space.
Superfan is building a next generation suite of tools that enables creators to use generative AI in their UNAT scripts. This will be showcased by the upcoming HIRO’s launch on Mscribe August 15th. HIRO’s is a collection of 4,032 dynamic characters that are responsive to non-arbitrary data patterns that occur on Bitcoin. The HIRO asset itself is an impressive demonstration of the high fidelity output behind the technology stack being utilized to generate them. We speak with Superfan to understand better the technology and the practical use cases moving forward as he will open source. Also, his thoughts on community building by utilizing AI and the super power ability it can introduce in metaverse construction.
The Bitcoin DeFi ecosystem is in its infancy stage as the technical infrastructure for DeFi functionality are only being discovered and brought to market. However, the potential value this industry can bring to the Bitcoin and broader web3 ecosystem is tremendous. We speak with the Founder and CEO of Hermetica who is building a stablecoin primitive on Bitcoin using the value of Bitcoin itself in the stability mechanism. This is a dream in the eyes of Bitcoin believers since it marks a separation away from the dependencies of the fiat system to introduce stability for synthetic versions of the dollar. Also, a stablecoin native to the Bitccoin ecosystem will introduce tremendous support for Bitcoin DeFi and act as a catalyst for an ecosystem of development to build on top of this foundational pillar. How Hermetica achieves stability through Bitcoin is discussed with the introduction of their perpetuals futures balancing mechanism that ensures no matter what side Bitcoin trades value wise, the pegged USDh will always remain valued at a dollar.
We interview one of the pioneer builders in the Bitmap ecosystem FOXXI, who is working on developing the Foxiverse. Within the Foxiverse, users will be able to participate in a wide variety of activities ranging from social, gaming, clan building, and even resource commodity excavation. Foxiverse is poised to introduce many new vectors of interesting market exploits to the broader Ordinals ecosystem, which have the potential to demonstrate the overall value premise metaverse has to offer. It has been over a year since the initial launch of the Bitmap experiment, and since then not much has been developed resembling a high value producing 3D environment. We discuss with the Foxxi team how they intend to deliver on these very high expectations and how they plan to incorporate DMT UNATs into their ecosystem design. Soon they will be launching a Bit Miner which operates in their world so users who own of the UNATs can have the ability to mine non-arbitrary resources and commodities throughout the Foxiverse. With the Ordinals market in such a downturn, is this level of metaverse experimentation exactly what the market needs in order discover the next spark of interst? Can Bitmap, DMT, NATs, and the metaverse on Bitcoin be the next paradigm for builders and web3 journeyman?
We interview one of the key contributors and developers to ICP and dive deep into the weeds of the Internet Computer. We discuss the need for meta protocol assistance to make assets native to Bitcoin Layer 1 more functional. By using technology native to the ICP stack, developers on Bitcoin L1 can write container functions that call to the Bitcoin side to manipulate UTXO’s without having to bridge assets over. This is a major development for the TAP ecosystem which has recently announced an integration with ICP. Once developers building on TAP begin to use the tools available to leverage ICP for their apps, a new season of interesting opportunity will emerge for Bitcoin and ICP.