315. TBR - NAT.fun Has Launched! | Our Predictions for DMT and NAT.fun | Top 25 Web3 Revenue

In Episode 315 of The Block Runner Podcast, hosts William, I-man, and TJ record on the eve of the NAT.fun launch, break down the top 25 revenue-generating protocols in Web3, and make bold predictions for how DMT and NAT.fun will perform once the button is finally pushed. 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: NAT.fun launch: the pre-launch nerves, the complexity of building a platform this ambitious, and what it feels like to finally push the button after a year of development AI-accelerated development: how AI tools enabled a more polished product than would have been possible otherwise, and the security audit gauntlet that caused the final delays Top 25 Web3 protocols by monthly revenue: Tether and Circle dominating at $476M and $191M, Hyperliquid flipping Solana in FDV, and what real product-market fit looks like in crypto Pump.fun's breakthrough: solving the liquidity bootstrapping problem, consumer crypto's uncomfortable truth about speculation, and the macro forces driving casino behavior DMT and NAT predictions: what happens if the thesis proves correct, how the market will respond, and the team's expectations for the platform 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