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.
Two years ago, Digital Matter Theory and the $NAT token were introduced as an experiment in redefining what Bitcoin could become. Today, that experiment has evolved into a live, measurable force inside Bitcoinâs mining economy. With hash price collapsing to all-time lows and miner revenues under historic pressure, the Bitcoin security budget problem is no longer theoretical; itâs visible on every chart.
We revisit the origin of DMT, the birth of $NAT, and the emergence of UNATs and @dmtnatcats. We break down why miner redirects matter, how 40% of Bitcoinâs hash power is now acknowledging NAT, and why the next phase of Bitcoinâs evolution hinges on incentives, not ideology. From the multiplayer Blockpad mint to the unexpected breakthroughs in digital physics, this conversation pulls together two years of discovery and honest reflection on where Bitcoin must go next to survive.
Whether youâre a miner, investor, or someone who cares about Bitcoinâs long-term security, this episode shows why $NAT didnât just appear at the right time; it appeared when Bitcoin needed it most.
Bitcoin just spent a year at all-time highs without a classic blow-off topâso did we actually already live through the bull market without feeling it? In this episode we walk through the red days, the compressed four-year cycle, and why a 60Kâ70K BTC âbottomâ could trigger a slow-motion extinction event for miners. We break down what that means for network security, why miner incentives matter more than most people want to admit, and how NAT as a second subsidy fits into this picture if hash price keeps getting crushed.
From there we zoom out and compare this cycle to the last one: DeFi, NFTs, GameFi, and the Metaverse versus Ordinals, memecoins-as-a-service, AI agents, and the OtherSide. We talk about why the metaverse hype died so fast, whether Yugaâs $500M land sale can ever be justified, and how insanely fast humanoid robots are evolving in China, Russia, and the U.S.âplus what that means for labor, isolation, and the inevitability of digital economies. Finally, we connect it all to the macro race between China and the U.S.: gold versus digital rails, state-level attack surfaces on Bitcoin, and why all of these tailwinds converge into a âlightning in a bottleâ moment for NAT, DMT, and Bitcoin-aligned incentives.
If youâre a miner, builder, or long-term crypto investor trying to understand what happens if this really was the topâand how to position around security budgets, hash power, and new subsidy layersâthis oneâs for you. Drop your questions in the comments, follow us on X, and join the NAT Telegram to go deeper into the miner incentive war. Nothing in this video is financial advice; do your own research.
We explore the deeper parallels between global complacency around climate change and Bitcoinâs own looming security budget crisis. As we draw connections between scientific foresight and the importance of building long-term solutions early, like the @natgmi tokenâs proactive approach to reinforcing miner incentives before block rewards fully erode. We analyze why 40% of Bitcoinâs total hash power now participates through @AntPoolofficial, @SpiderPool_com, and @f2pool_official, marking a critical milestone for miner alignment. The discussion expands into how market manipulation, shallow narratives, and copycat projects distort cryptoâs growth, contrasting these with organic innovation rooted in Bitcoinâs principles. The conversation closes with the DMT protocolâs vision to extend Bitcoinâs data across all chains and a sharp look at @Zcash privacy resurgence as institutional influence tightens around Bitcoin.
Bitcoin doesnât fix itselfâpeople do.
We explore why complacency has quietly become Bitcoinâs biggest threat and why human intervention, not blind faith, will determine its future. As we challenge the myth that Bitcoin behaves like natureâthat if we âjust wait,â it will evolve on its own. Instead, reveal how its human-made architecture depends on aligned incentives, maintenance, and active participation to survive.
We trace the debate from store-of-value versus peer-to-peer cash toward the real issue: how to keep miners profitable, decentralization intact, and Bitcoinâs security budget sustainable. With shrinking miner revenues, developer centralization, and @Tether_to entry into mining, we ask whether institutional âdecentralizationâ is really decentralization at all.
The discussion dives into how the @natgmi token and Digital Matter Theory (DMT) introduce new incentive loopsâmeme to market cap to miner subsidyâthat could strengthen Bitcoinâs economic design from the ground up. If Bitcoinâs problem is incentive-shaped, then the solution must be incentive-shaped too.
We break down what Tetherâs mining move means for the ecosystem, how $NATâs loops realign the economics of security, and why this could mark the beginning of a new phase for Bitcoinâone where creators, miners, and markets finally work in sync.
Watch until the end where we connect everything back to human coordination, digital matter, and the long-term alignment Bitcoin needs to survive.
We unveil The 10 NATmandments â a structured framework for identifying projects with true 1000x potential. These arenât memes or narratives; theyâre principles that separate technological substance from market noise.
The returning Memecoin Moses dissect each commandment in detail â from solving Bitcoinâs security budget crisis and addressing miner centralization, to exploring how Digital Matter Theory (DMT) introduces a new primitive that anchors digital value to non-arbitrary patterns in Bitcoin itself.
They analyze historical parallels with Ethereum, DeFi, and NFTs, compare Lindy effects across ecosystems, and show how measurable network adoption, energy expenditure, and Reedâs Law still govern cryptoâs biggest winners. The conversation culminates in a powerful discussion on human alignment, exploring how decentralization and miner incentives could push Bitcoin toward long-term sustainabilityâand even a Type I civilization.
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