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296. TBR - Manifesting A 1 Trillion Dollar Non-Arbitrary Token Market | Crypto Emotional Overload 🤪
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.
Key topics:
If you made it through 2025, welcome to 2026. We’re back on the grind. Like, subscribe, and drop a comment with what you think the “mukbang of AI” will be.
Please like and subscribe on your favorite podcasting app!
Sign up for a free newsletter: www.theblockrunner.com
Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube
Twitter: bit.ly/TBR-Twitter
Telegram: bit.ly/TBR-Telegram
Discord: bit.ly/TBR-Discord
$NAT Telegram: https://t.me/dmt_nat
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By William and Iman
5
1111 ratings
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.
Key topics:
If you made it through 2025, welcome to 2026. We’re back on the grind. Like, subscribe, and drop a comment with what you think the “mukbang of AI” will be.
Please like and subscribe on your favorite podcasting app!
Sign up for a free newsletter: www.theblockrunner.com
Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube
Twitter: bit.ly/TBR-Twitter
Telegram: bit.ly/TBR-Telegram
Discord: bit.ly/TBR-Discord
$NAT Telegram: https://t.me/dmt_nat