In Episode 312 of The Block Runner Podcast, hosts William, I-man, and TJ unpack a wild week for $NAT: overnight listings on three centralized exchanges with zero fees paid, a god-candle to a $150M market cap, and a deeper, more rigorous walk-through of the Bitcoin security-budget math than the show has ever done on-air. They run the numbers through Michael Saylor's $441 trillion scenario, show why fees can't close the gap, and lay out the case for NAT as a supplementary second subsidy capable of delivering $2.1B/day to miners. The episode closes with a commitment: the next video from The Block Runner is NAT.fun going live.
Disclosure: William and I-man are founders of NAT.fun and hold NAT tokens. All analysis in this episode reflects their perspective as participants in the ecosystem.
Key topics:
Do the math yourself. If you arrive somewhere different, bring it into the comments.
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Since the release of the UNAT addition to the DMT framework about 6 weeks ago, Natcats have taken the NFT space by storm by introducing for the first time a truly unique value proposition to the digital asset space. Ev, founder of Natcats was the first to deploy an art collection that fully utilized the Unique Non-arbitrary Token framework. This enables the digital asset supply existence and the artistic characteristics of the art itself to be solely determined by block data.
Up until now all NFT art collections have had arbitrary supplies, largely in the realm of a 10k supply which was a market narrative set forth by Cryptopunks in the early days of NFTs. Now, due to the introduction of DMT, non-arbitrary digital asset genesis can be produced by the Bitcoin blockchain itself by leveraging existing NAT frameworks and clever utilization of inscription native technologies such as recursion. Since the deployment Natcats has generated more than 500BTC in secondary market volume and is quickly gaining awareness among some of the biggest NFT players who are desperately seeking new innovations in the digital asset space. We break down with Ev his experience since launch and his motivations behind the creation itself, as well as future plans.
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