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January 8, 2026

Summary

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.

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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187

Summary

In this episode of the TBR 1 hr Podcast, hosts Iman and Will delve into the world of cryptocurrency, specifically discussing niche digital tokens like pipe, BRC 20s, rune, STAMPS, Atomicals, tap, and of course Taproot Assets along with their interaction with emerging platforms such as Nostr. They discuss the unique principles of the DMT, as well as the speculation surrounding protocols such as Ethereum, Avalanche, and Solana.

The show's narrative explores the market dynamics of digital assets, their pattern recognition value, and the role of taproot assets in the Bitcoin core ecosystem. Discussing the BRC 20 space, the hosts also share predictions about the potential alignment of a specific standard to DMT principles.

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186

Summary

In this episode of TBR 1 hr Podcasts, hosts Iman and Will are joined by guest Danny Yang to delve into the world of Bitcoin and cryptocurrency. They discuss recent developments in the Ordinals ecosystem, including the increasing fees and potential issues with Bitcoin. Danny shares his background in Bitcoin and cryptocurrency ventures, highlighting his current company, Metagood. The conversation also touches on crypto art, the background in cryptography when getting into Bitcoin, early use cases, and the transition of crypto punks to on-chain art. The discussion further delves into the Ordinals protocol and its capabilities for securing digital assets on the Bitcoin blockchain. They touch on the importance of fees in supporting the security of Bitcoin and the push towards Layer 2 solutions. The conversation also goes into how On Chain Monkeys, Metagood’s flagship PFP project, plans to convert all of their Ethereum NFTs into Bitcoin Ordinals.

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