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293. TBR - Why $NAT Is Quietly Becoming The Biggest Event In Crypto

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Manage episode 524384962 series 3463778
Content provided by William and Iman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William and Iman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we break down why Bitcoin feels range-bound despite massive macro shifts happening in the background. We explore whether the traditional 4-year cycle is breaking, how Fed policy and liquidity signals are changing the game, and what a potential U.S. Strategic Bitcoin Reserve could mean if the government begins accumulating BTC at scale.

The conversation then expands into tariffs, UBI experiments, and how society might transition into an AI-driven future without destabilizing everything in the process. From there, we connect the dots between emerging military AR systems, space-based compute, and why energy, security, and infrastructure are becoming the defining narratives of the next decade.

In the final stretch, we go deep on Bitcoin’s long-term security budget problem, why fees alone may not be enough, and how NAT introduces a sustainable second subsidy for miners without changing Bitcoin’s consensus rules. We also cover miner adoption, hash-power tipping points, and why this could be one of the most important developments in Bitcoin’s history.

Topics:

  1. First up, breaking down why Bitcoin feels range-bound despite massive macro shifts happening in the background.
  2. Next, tariffs, UBI experiments, and how society might transition into an AI-driven future without destabilizing everything in the process.
  3. and Finally, deep dive into Bitcoin’s long-term security budget problem, why fees alone may not be enough, and how NAT introduces a sustainable second subsidy for miners

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

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 524384962 series 3463778
Content provided by William and Iman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William and Iman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we break down why Bitcoin feels range-bound despite massive macro shifts happening in the background. We explore whether the traditional 4-year cycle is breaking, how Fed policy and liquidity signals are changing the game, and what a potential U.S. Strategic Bitcoin Reserve could mean if the government begins accumulating BTC at scale.

The conversation then expands into tariffs, UBI experiments, and how society might transition into an AI-driven future without destabilizing everything in the process. From there, we connect the dots between emerging military AR systems, space-based compute, and why energy, security, and infrastructure are becoming the defining narratives of the next decade.

In the final stretch, we go deep on Bitcoin’s long-term security budget problem, why fees alone may not be enough, and how NAT introduces a sustainable second subsidy for miners without changing Bitcoin’s consensus rules. We also cover miner adoption, hash-power tipping points, and why this could be one of the most important developments in Bitcoin’s history.

Topics:

  1. First up, breaking down why Bitcoin feels range-bound despite massive macro shifts happening in the background.
  2. Next, tariffs, UBI experiments, and how society might transition into an AI-driven future without destabilizing everything in the process.
  3. and Finally, deep dive into Bitcoin’s long-term security budget problem, why fees alone may not be enough, and how NAT introduces a sustainable second subsidy for miners

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

  continue reading

100 episodes

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