In Episode 316 of The Block Runner Podcast, hosts William and I-man give an honest post-mortem on the first NAT.fun launch, break down why gold and AI equities are outrunning Bitcoin in this bear-market stretch, and walk through the plan for a second launch with healthier token distribution.

Disclosure: William and I-man are founders of NAT.fun and hold NAT tokens. All analysis in this episode reflects their perspective as participants in the ecosystem.

Key topics:

Bear-market sentiment, round three: gold outrunning Bitcoin, Mark Cuban turning bearish, and David Hoffman exiting ETH, plus why the feeling of a market top keeps getting worse even as prices stay historically high
The AI and equities bubble: Anthropic's revenue versus its trillion-dollar valuation, Jensen Huang's argument for growing GDP with AI and robots, and Mag 7 stocks versus Bitcoin in a market where attention, not fundamentals, sets the price
Attention markets everywhere: gambling apps, Pokemon cards, and conspiracy and alien mania as symptoms of where speculative dopamine has migrated away from crypto
The NAT.fun launch post-mortem: the first token's broken distribution (ten holders, one wallet holding around 80 percent, graduation in roughly ten minutes), why that makes a credible Vibathon impossible, and the second rocket plan with a higher graduation threshold for better NFT distribution
Product direction: a tour of the Vibe Studio and the tarot-card creator example, integrating vibe creation into the launch flow, the Breaking Bad themed launch video breakdown, and an open letter to Foundry on Bitcoin's declining security budget and NAT

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

316. TBR - The NAT.fun Launch Post-Mortem | Why Gold Is Beating Bitcoin | The AI Bubble and Attention Markets

The Block Runner Podcast

316. TBR - The NAT.fun Launch Post-Mortem | Why Gold Is Beating Bitcoin | The AI Bubble and Attention Markets