First episode of 2026 and weâre setting the frame for what matters this year: AI is hitting escape velocity, âcreationâ 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 ârealâ 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 âNATâ tab, non-arbitrary tokens become a real market category, and miners distributing NAT becomes the moment the market canât ignore.
We return with the first recording in 2020 and we discuss why Bitcoin might be pumping and speculate whether the conflict between the US and Iran has anything to do with it. We discovered that the origin address for the HEX project has exfiltrated almost all the ETH in several transactions at 1,337 ETH per transaction. 1,337 is LEET speak and a calling sign for trolling. We speculate that the exit scam has already begun. We follow up with John McAfee's bet on Bitcoin and how he decided to back out of the bet. Andrew Yang is the only candidate that is aware and has a policy on cryptocurrencies. He is undergoing an attack by mainstream media and omitting him from all mentions. Finally, we go over the winners of the latest Decentraland Game Jam competition.
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In our next installment of our Mythical Creature series we are joined by Andreas Antonopoulos! In our discussion we dive into the events necessary to cause mass adoption of cryptocurrencies. With the adoption of permissionless currency, how will governments of the world cope with a censorship resistant monetary system? We also discuss how cryptocurrency could change the power dynamic of the currency world reserve currency - the US dollar. We keep hearing the economy is at an all time high, but is there a possibility we might be at a tipping point for the world economy? Weâre fast approaching the Bitcoin halvening which will render the inflation rate smaller than that of the US dollar. We find out how this might affect the US dollar and Bitcoin itself. One of Andreasâ presentation included the concept of one network multi-chain solution that will help tie many of the technologies together in a cohesive network. Finally, we ask Andreasâ thoughts on NFTâs and the application of it in the gaming industry such as Decentraland.
The feeling of despair can sometimes be confused with a pattern on a chart. We show real examples of despair by the sentiment of cryptocurrencies from different locations of the internet. The feeling is very real and is being felt by many, this is why many of the predictions of the bottom have some weight. The recent crypto purge just illustrates an example of why the crypto community advocates for censorship resistant technology. We look into what might have caused such a coordinated attack and then we look into how we can mitigate another attack using LBRY which is a peer to peer network where you can find content. Finally, we take a look at the performance of the S&P 500 as well as NASDAQ over the past decade.
Today we go a little deeper in the NFT universe to bring on Joel Hubert and Mark Le, cofounders of Metalith.io. They are bringing the S&P 500 for the NFT space. Their first NFT on their platform is on the topic we tend to talk about a lot - Decentraland. We cover what aspects create value on land and how Metalith will help users understand how well the space is performing. We also discuss possible business models they could use and how the NFT space stretches to cover many aspects from collectibles to playable pieces that can traverse from game to game.
The reason Hex is getting a lot of attention from the crypto community is because there is a gut instant reaction when the claim is extremely high returns. Weâve seen the promise of high returns before with Bitconnect which officially tanked in January 2018. Many lost a ton of money and a similar risk has been resurrected with Hex. We take a look at the dump that occurred so violently with Matic and we discuss what might have caused it and how this crash correlates with the other Binance IEO tokens. Metalith is an interesting development in the NFT space. It directly impacts how to measure and gauge the sentiment of NFTâs overall with an early and special focus on Decentraland. We break down Metalith and we work on bringing the founders on the podcast. Finally Jack Dorsey unveils that he is working on a decentralized social media standards.
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