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.
Msquared is building critical technology to enable developers to build rich and robust metaverse experiences. Over the last several months they have showcased this tech in a variety of multiplayer demonstrations. This Halloween they created a maze experience where tens of thousands of players were competing to complete the challenge simultaneously, demonstrating the capabilities of their massive multiplayer technology. We participated and recorded our experience while discussing the applicability of this tech to the Bitmap ecosystem. Also, our review of the overall experience and thoughts on how it could be improved and reimagined to create an engaging experience for the non-gamer population of the world who seek to onboard onto the metaverse.
In this episode of the TBR 1 hr Podcast, we dive into the world of crypto and art with special guest Bit God. Bit God shares his journey in the crypto space, from reselling sneakers to working at centralized and decentralized exchanges. We explore Bit God's transition to focusing on NFT marketplaces, including the discovery of Ordinals and the creation of a Twitter account for NFT collecting. We also discuss the exciting new release from Quadrillion called Perpetuals, a curated collection of established artists making their debut on Bitcoin. The artists' identities are revealed after the minting process to focus on the art itself. We explore the challenges of onboarding artists to Bitcoin, the importance of digital artifacts, and the potential of the metaverse for community building. The conversation delves into the complexities of token standards, the emergence of Pipe as a hybrid approach combining BRC 20 and Runes, and the need for consensus and direction in the community. We also touch on the potential use of pattern recognition in creating fungible or non-fungible tokens and the importance of developing proper infrastructure to support liquidity.
In this episode of TBR 1 hr Podcasts, hosts Iman and Will delve into the fascinating world of the metaverse and its potential impact on our lives. They discuss the merging of virtual and physical realities, sharing personal experiences and insightful observations. From the allure of virtual environments to the emergence of new technologies and innovations, Iman and Will explore the possibilities of the metaverse. Join them as they navigate this immersive journey, uncovering the potential for connection and self-discovery in the metaverse.
In this episode of the TBR 1 hr Podcasts, join us for an insightful discussion on Atomicals, the new mining craze that is revolutionizing the Bitcoin chain. We dive into the benefits of mineable tokens, the customization of transaction IDs, and the potential for developers to create exciting web3 products using Atomicals. Our guest, a seasoned blockchain expert, shares his vision for the future of token protocols and the significance of Atomicals in the evolution of digital identity systems. Atomicals has the potential to usher in a new era of efficiency improvements and programmable solutions for developers to build robust ecosystems on top of Bitcoin. Unlike many other projects promising to deliver on these same value adds, Atomicals has a working protocol that can be leveraged today.
In this episode of TBR 1 hr Podcasts, hosts Iman and Will are joined by guest Gansy as they delve into the world of rare sats. The speaker, with a background in banking and coin collection, shares their fascination with the introduction of Ordinals and how it has made bitcoin collectible on a new level. They discuss their experience in art collections and the importance of pattern recognition in the world of rare sats. They also explore the concept of non-arbitrary asset types and the potential for creating new tokens on Bitcoin's blockchain. The discussion touches on the challenges and opportunities in the NFT space and the future of rare sats as a game mechanic.