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.
We delve into several updates regarding the $NAT token, outlining a value thesis that suggests the token's potential market cap could reach into the trillions of dollars. This discussion is a response to community members who have asked about the likelihood of $NAT’s success. Additionally, we provide an update on Mscribe, the DMT ecosystem platform designed to help creators deploy non-arbitrary tokens. Mscribe’s mission is to prioritize creator sustainability by introducing innovative mechanics, inspired by successful meme platforms like pump.fun. This will foster a stronger environment for DMT Ordinals creation and offer creators more flexible, sustainable monetization options. Finally, we wrap up by reflecting on Bob Burnett's recent podcast discussion, sharing our thoughts on his thesis that block space may become a more valuable commodity for nation-states and institutional finance than Bitcoin itself.
Barefoot Mining: Bitcoin's Future, Block Space, and Sovereignty
Bitcoin mining isn’t just about earning rewards—it’s about controlling the future of money. In this episode, we sit down with Bob Burnett, CEO of Barefoot Mining, to uncover the hidden power struggle behind Bitcoin mining and why nation-states, financial institutions, and intelligence agencies are eyeing control over block space.
Bob shares his journey from Ethereum mining to Bitcoin and explains why he believes that in the future, controlling who gets to transact will be more valuable than simply holding Bitcoin. We explore the shift from mining incentives to block space dominance, the implications of nation-state mining operations, and how Bitcoin's scarcity is fueling a new geopolitical battleground.
We also dive into how the U.S. government’s stance on Bitcoin is shifting, why major banks like Fidelity and BlackRock are already mining, and what this means for the decentralization of the network. Could Bitcoin mining become a new form of economic warfare? And what can everyday users do to protect Bitcoin’s ethos?
We sit down with Bob Burnett, founder and CEO of Barefoot Mining, to explore the evolving landscape of Bitcoin mining and financial sovereignty. Bob shares his journey from the early days of personal computing to Ethereum mining, and ultimately, his deep conviction in Bitcoin as the superior monetary system.
The conversation delves into the political and economic forces shaping Bitcoin mining, including the growing interest from nation-states and financial institutions. Bob explains why he believes the real value of mining is shifting from earning Bitcoin to controlling block space, and what that means for the future of decentralization.
We also break down the economic realities of mining, the impact of halvings, and why transaction fees are becoming the backbone of miner incentives. As institutional players enter the space, how can Bitcoin remain true to its ethos? This is a must-watch for anyone invested in the future of Bitcoin
‍
In this episode of the Block Runner podcast, hosts William and Iman, dive deep into the world of decentralized token launches with special guest Caps, the founder of Flaunch .... Discover how Flaunch is aiming to redefine the meme coin and creator economy by offering a novel approach built on Uniswap v4 .
We explore the unique mechanics of Flaunch, including its fixed-price fair launch and automated liquidity manipulation, contrasting it with the fee structures of platforms like pump.fun .... Caps shares his insights on how Flaunch empowers creators by allowing them to own 100% of the revenue stream from swap fees, potentially providing a more sustainable model for communities and projects ....
‍
After a week of $NAT tokens being allocated to Bitcoin miners, we take a closer look at the longer-term implications and explore potential scenarios where $NAT plays a pivotal role in the sustainability of mining operations. We analyze which miners have accumulated the most tokens and, by projecting across different market cap brackets, estimate the weekly value being accrued. This exercise aims to highlight how $NAT can fulfill its long-term mission once market forces drive its token value significantly higher than it is today. We also discuss the responsibilities and roles as the founders going forward, now that the technical framework for $NAT as Bitcoin’s new subsidy reward token has been established, drawing parallels with Satoshi's early efforts in galvanizing community support for the movement and successful propagation of the ideals behind Bitcoin.
In our view, there are still several key tasks ahead, such as deploying infrastructure primitives that will facilitate more liquid trading environments for $NAT and the creation of sustainable DeFi networks that can leverage the DMT ecosystem. Additionally, $NAT needs a substantial amount of educational content to clarify its mission and the broader goals of the DMT ecosystem. With a target market cap of $1 billion, which we believe is achievable, we are confident that these challenges will be addressed by the community, ensuring the ecosystem's resilience and long-term growth.
‍
We discuss our experience on the day of $NAT being officially mined by Bitcoin miners and discuss in detail what the prospects are for $NAT and DMT in supporting the growth of the Bitcoin ecosystem. As well as game plan steps moving forward in order to further educate the mining community and regular folk about what it is $NAT represents as the first DMT asset contributing to furthering the future sustainability of Bitcoin. We then showcase some of the Ordinal assets for mint that will contribute to adding liquidity for $NAT on TaparooSwap, a Bitcoin L1 AMM DEX.
With our efforts and the community behind us we can strengthen $NAT overtime and build a strong NATwork effect in support of the DMT ecosystem as a whole. We firmly believe the success of $NAT will be the catalyst for the entire Bitcoin ecosystem as it represents a native to Bitcoin product that is closest aligned to the ethos and value of Bitcoin itself. At the end we discuss Jason Lowery’s recent bullish sentiment around Digital Matter Theory and how we align with his talking points of his next book titled “Digital Power”. Having notable actors in the Bitcoin community continually propagating the idea of Bitcoin’s higher purpose being the utilization of its immutable substrate layer will further elevate the DMT mission.