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.
We recap our experience at ETH Denver and speak on how much tension in regards to U.S. regulatory stance and a whistleblower presenting on main stage the banking collapse and targeted crypto attack that was around the corner. What is driving the U.S. governments desire to label crypto as a systemic risk? What is causing banks like Silvergate, Silicon Valley Bank, and Signature Bank to collapse? Are more banks going to fail and what does this ultimately mean to the status of the dollar and the global economy as a whole. These current events may be the beginning of a financial collapse that will be greater than 2008, how will Bitcoin prove to the planet that it is the safe haven escape away from the issues of traditional finance. Will this be the catalyst to Bitcoin on its way to a million dollar valuation per BTC?
The transcript is from an episode of the Block Runner podcast where the hosts discuss the metaverse, specifically a community called Decentraland. They talk about the metaverse's potential for creativity, fashion shows, and the technology behind it. They mention a grant given to a group called Meta Party to create deployable METAs across multiple lands. Finally, they talk about how brands can leverage METAs technology to be hosted on every single plot of the metaverse.
We interview Suman Kanuganti of Personal.ai about the future of artificial intelligence and how users of his platform are able to generate A.I. versions of themselves by curating information and feeding it to their own personal AI. This technology unlocks a whole world of possibilities and can transform the way humans interact in the digital age. We also talk about how these personal AIs can exist in the metaverse and also how an open platform can enable developers to spin up whole new use cases. Also, how does web3 play into the personal.ai ecosystem. How can AI generators and contributors monetize through the platform, and how does blockchain preserve security and ownership of user data.
We discovered a new web3 ecosystem that has developed a protocol for NFT owners to merge A.I. personality to their assets. This process fuses the two NFTs together into a new smart contract which generates an iNFT that carries intelligence properties information on-chain. This is exciting for the future of the metaverse which will host living, speaking, and engaging NFTs that are A.I. enabled to provide services to the end users. A.I. enabled characters will then earn ALI tokens. Will this be the next big primitive or just a fad? Also, we deep dive on A.I. philosophy on how to make A.I. valued on the same level of humanity. Also, what is going on with Bitcoin ordinals? Why are inscriptions going through the roof?!
As we have been anticipating, there has been a surge in A.I. crypto tokens over the last 7 days. Most coins in that sector are up by 200% on average. This was predictable considering the massive amount of attention the Artificial Intelligence applications have been getting from the mainstream. The sector is small with only a handful of viable projects, but nonetheless, the application of leveraging blockchain to create distributed AI learning networks to produce consumer facing AI products is enticing to say the least. Also we speak on the overall market sentiment improving, how AI will continue to develop even outside of web3, and a major update to the Decentraland Worlds progress (ENS enabled).