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December 15, 2025

Summary

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.

192

Summary

Topics:

  1. First up, who is Cryptachu and how did they get into the web3 space
  2. Next, the repercussions of Tornado Cash's shutdown
  3. Then, what is Ghosty Cash and how does it stand out in the web3 space
  4. and finally, what does Cryptachu think of the future of crypto
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191

Summary

Iman and Will on Episode 191 of TBR 1 hr Podcasts reflect on the year 2023 and the content pivot focusing on Ordinals and how it has led to an impressive track record of gem finding.

This episode is a tapestry of tech debates, reminiscences of mascot memes, and the duo's reliance on their instincts that nearly always steer them right. They shed light on emerging trends in the crypto space, such as Bitcoin ordinals and Bitmap's potential, while keeping an eye out for new developments in NFTs with Magic Eden's entrance.

Now that Bitmap is proven to be the most valuable web3 metaverse opportunity, how will development begin to deliver true fundamental value? Bitmap Operating System is an attempt at enabling a feature rich option for Bitmap owners to plug into.

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190

Summary

Topics: 

  1. First up, discussing an unreported vulnerability in cryptocurrency and the potential for a bitcoin fork driven by cultural influence and miners' choice
  2. Next, teasing our work with Nat and DMT and preparations in the Bitmap Arena
  3. Then, We’re excited to talk about the ongoing developments in data indexing on Bitcoin's blockchain
  4. and Finally, we will delve into the pending Jubilee update for ordinal clients that's set to end the beta phase.
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189

Summary

Join Iman and Will on this TBR 1 hr Podcast as they zoom in on the iconic Tesla Cybertruck. Dive deep into a conversation that covers everything from Cybertruck's showcase to its bold design and revolutionary features like the steel alloy body, bulletproof, and remarkable performance – including a race where it beats a Porsche 911!

It's not all about the Cybertruck; the hosts also navigate the dynamic Ordinal community's trials, from the strife stirred up by egos and financial motives to the scaling issues flagged by Trac developer Benny. They reflect on the fascinating social experiment that is the market's response and theorize about the future of cryptocurrency and its applications.

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188

Summary

Check out our thoughts on the aftermath of the Digital Matter Theory framework release. Will and Iman spend time breaking down the initial reactions and why Non-Arbitrary Tokens (NATs) create a new vector of value creation that anyone can leverage for their token generation. 

 

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