The Block Runner Crypto Podcast

292. TBR - Metaverse Is Dead? | Jensen Huang CEO Lessons | NAT Bullies Bitcoin?!

Bitcoin’s biggest risk isn’t the SEC, ETFs, or alt-L1s… It’s the shrinking security budget nobody wants to talk about. We break down why treating Bitcoin as “digital gold” creates the Empty Castle Effect: a multi-trillion dollar asset sitting on-chain with collapsing fees and a weakening incentive for miners to defend it long term. We walk through the timeline of miner adoption of NAT (Non-Arbitrary Tokens) and why having ~60% of Bitcoin hash rate already touching NAT matters for security. From COVID and the failed “metaverse pivot,” to AI eating all jobs, to tiny homes and Ready Player One, we zoom out on how economic incentives are shifting and why Bitcoin’s fee market can’t be left to vibes and rainbow charts forever. We also react to an AI-generated explainer built with NotebookLM, talk Jensen Huang, reusable rockets, and first-principles thinking, then deconstruct Michael Saylor’s latest “Bitcoin rocket” diagram and the pyramid accusations around it. Finally, we go deep on why “Bitcoin will just keep doubling” quietly violates basic physics, how that ties into the security budget problem, and where Digital Matter Theory (DMT) and NAT fit in as a potential answer. If you care about Bitcoin’s long-term security, miner incentives, and what a post-halving world looks like when block rewards fade, this is the episode you shouldn’t skip. Topics: 1. First up, the gang discuss what Bitcoin’s biggest risk is, and it isn’t the SEC, ETFs, or alt-L1s 2. Next, walk through the timeline of miner adoption of NAT (Non-Arbitrary Tokens) and why having ~60% of Bitcoin hash rate already touching NAT, matters for security 3. and Finally, react to an AI-generated explainer built with NotebookLM, talk Jensen Huang, reusable rockets, and first-principles thinking. Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com [https://www.theblockrunner.com/] Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube [https://bit.ly/TBlkRnnrYouTube] Twitter: bit.ly/TBR-Twitter [http://bit.ly/TBR-Twitter] Telegram: bit.ly/TBR-Telegram [http://bit.ly/TBR-Telegram] Discord: bit.ly/TBR-Discord [http://bit.ly/TBR-Discord] $NAT Telegram: https://t.me/dmt_nat [https://t.me/dmt_nat]

291. TBR - How DMT Prevents Alien Annihilation | NAT Branding | Why Buy Crypto At All?!

We dive deep into the real tensions shaping the crypto landscape, from Bitcoin’s security budget and miner incentives to the rise of arbitrary L1 chains playing the same old ICO game. We explore why NAT and Digital Matter Theory offer a fundamentally different path forward and put the entire crypto ecosystem through what we call the “Alien Test”: if an advanced civilization judged humanity by our digital assets, which technologies would actually pass? We break down the psychology of how people solve problems, why non-arbitrary tokens matter, and how space computing, satellites, and the Type-1 civilization shift directly connect to where Bitcoin mining is headed next. The conversation expands into NAT branding, the Dyson sphere narrative, decentralization risks, the flash crash, and new pressures facing institutional trading desks. We also cover MicroStrategy’s positioning, market maker wipeouts, and why the industry keeps repeating the same patterns with new chains. If you’re trying to understand how Bitcoin, miner incentives, NAT adoption, and the broader space race fit together, this episode maps out the entire picture. Stay to the end as we address the most common criticisms of NAT and highlight community thinkers like Rossi who continue pushing the conversation forward. Welcome to another chaotic-smart, high-signal episode right before Thanksgiving. Enjoy. Topics: 1. First up, diving deep into the real tensions shaping the crypto landscape, from Bitcoin’s security budget and miner incentives to the rise of arbitrary L1 chains 2. Next, breaking down the psychology of how people solve problems, why non-arbitrary tokens matter, and the Type-1 civilization shift directly connect to where Bitcoin mining is headed next 3. and Finally, covering MicroStrategy’s positioning, market maker wipeouts, and why the industry keeps repeating the same patterns with new chains Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com [https://www.theblockrunner.com/] Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube [https://bit.ly/TBlkRnnrYouTube] Twitter: bit.ly/TBR-Twitter [http://bit.ly/TBR-Twitter] Telegram: bit.ly/TBR-Telegram [http://bit.ly/TBR-Telegram] Discord: bit.ly/TBR-Discord [http://bit.ly/TBR-Discord] $NAT Telegram: https://t.me/dmt_nat [https://t.me/dmt_nat]

290. TBR - NAT 2 Year Birthday 🎉 | Origin Story of DMT | Why Bitcoin Is More Than Money!

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 Bitcoin’s 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; it’s 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 Bitcoin’s hash power is now acknowledging NAT, and why the next phase of Bitcoin’s 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 you’re a miner, investor, or someone who cares about Bitcoin’s long-term security, this episode shows why #NAT didn’t just appear at the right time; it appeared when Bitcoin needed it most. Topics: 1. First up, Two years ago, Digital Matter Theory and the $NAT token were introduced to redefine what Bitcoin could become 2. Next, revisit the origin of DMT, the birth of $NAT, and the emergence of UNATs 3. and Finally, this episode shows why #NAT didn’t just appear at the right time; it appeared when Bitcoin needed it most Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com [https://www.theblockrunner.com/] Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube [https://bit.ly/TBlkRnnrYouTube] Twitter: bit.ly/TBR-Twitter [http://bit.ly/TBR-Twitter] Telegram: bit.ly/TBR-Telegram [http://bit.ly/TBR-Telegram] Discord: bit.ly/TBR-Discord [http://bit.ly/TBR-Discord] $NAT Telegram: https://t.me/dmt_nat [https://t.me/dmt_nat]

289. TBR - Evaluating Market Cycles | Otherside Launch | $NAT Lightning In A Bottle Moment

Bitcoin just spent a year at all-time highs without a classic blow-off top—so 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 60K–70K BTC “bottom” 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 Yuga’s $500M land sale can ever be justified, and how insanely fast humanoid robots are evolving in China, Russia, and the U.S.—plus 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 “lightning in a bottle” moment for NAT, DMT, and Bitcoin-aligned incentives. If you’re a miner, builder, or long-term crypto investor trying to understand what happens if this really was the top—and how to position around security budgets, hash power, and new subsidy layers—this one’s 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. Topics: 1. First up, Bitcoin just spent a year at all-time highs without a classic blow-off top—so did we actually already live through the bull market without feeling it? 2. Next, We talk about why the metaverse hype died so fast 3. and Finally, why all of these tailwinds converge into a “lightning in a bottle” moment for NAT, DMT, and Bitcoin-aligned incentives. Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com [https://www.theblockrunner.com/] Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube [https://bit.ly/TBlkRnnrYouTube] Twitter: bit.ly/TBR-Twitter [http://bit.ly/TBR-Twitter] Telegram: bit.ly/TBR-Telegram [http://bit.ly/TBR-Telegram] Discord: bit.ly/TBR-Discord [http://bit.ly/TBR-Discord] $NAT Telegram: https://t.me/dmt_nat [https://t.me/dmt_nat]

288. TBR - F2Pool Adopting NAT | Is Every Crypto Corrupt? | ZCASH The Next Bitcoin?!

We explore the deeper parallels between global complacency around climate change and Bitcoin’s own looming security budget crisis. As we draw connections between scientific foresight and the importance of building long-term solutions early, like the @natgmi token’s proactive approach to reinforcing miner incentives before block rewards fully erode. We analyze why 40% of Bitcoin’s 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 crypto’s growth, contrasting these with organic innovation rooted in Bitcoin’s principles. The conversation closes with the DMT protocol’s vision to extend Bitcoin’s data across all chains and a sharp look at @Zcash privacy resurgence as institutional influence tightens around Bitcoin. Topics: 1. First up, exploring the deeper parallels between global complacency around climate change and Bitcoin’s own looming security budget crisis 2. Next, drawing connections between scientific foresight and the importance of building long-term solutions 3. and Finally, how market manipulation, shallow narratives, and copycat projects distort crypto’s growth Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com [https://www.theblockrunner.com/] Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube [https://bit.ly/TBlkRnnrYouTube] Twitter: bit.ly/TBR-Twitter [http://bit.ly/TBR-Twitter] Telegram: bit.ly/TBR-Telegram [http://bit.ly/TBR-Telegram] Discord: bit.ly/TBR-Discord [http://bit.ly/TBR-Discord] $NAT Telegram: https://t.me/dmt_nat [https://t.me/dmt_nat]