keys retweeted
Shoutout to the ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 Army regarding our X promos leading up to the 3rd Bday next week.
Before engaging with X content, read how you can best contribute with your engagement execution, based on what actions score the highest for the algo.
Copying and sharing a link outside X should be first after upload. ( 20 points )
Replies ( 5-15 points )
Quotes and share via DM should be next ( 5 points )
keys retweeted
Open letter to @FoundryServices and @colyermike
Mike,
@FoundryServices is the largest Bitcoin pool on earth.
That is not a branding line. It is the payroll desk for a huge share of the hashrate.
You are still treating the second subsidy like a side file.
Every block your pool finds already mints ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 from Bitcoin’s own data and assigns it to the winning work. No BIP. No change to the 21 million. No extra joule.
~65% of global hashrate is already mining it.
@AntPoolofficial. @f2pool. @ViaBTC. @SpiderPool_com. @luxor. And Foundry’s own blocks are in that count.
The pool that passes it through to hashers wins machines. The pool that parks it loses them.
Here is what you are missing.
The subsidy is on a clock. Fees have never replaced it. AI hosting pays more per megawatt than mining, and listed miners are already leaving the hash. If the biggest pool in North America does not turn the second paycheck on for its contributors, you are asking them to secure a multi-trillion vault on a shrinking wage while smaller pools offer two rewards for the same work.
You do not have to endorse a narrative.
You have to decide whether your hashers see the coin their blocks already earned.
Distribute it.
Publish the payout address policy.
Let the miners choose.
The vault does not need another essay.
It needs the largest pool to stop sitting on the invoice.
ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247
@natgmi
keys retweeted
Introducing MultiStrike.
0xf8e7937a7f57fc27545001809b3f2fe8a9fe2584
Options across chains. One place to trade.
Discover markets, compare calls and puts, connect your wallet, bridge USDC, and manage your trades from funding to closing a position in one interface.
Your wallet. Your next move.
keys retweeted
GCAT has been getting a lot of questions about using creator fees for buybacks & burns.
Creator fees will be put to good use, but temporarily pumping the chart mostly benefits paper hands.
Cat is exploring more creative, long-term ways to use them and is trying to connect with @GeniusTerminal.
Good things take time. 🐱
🤖 Made with AI
keys retweeted
Our official website is now live:
$GCAT - 0xc458f88cb2618dc66c959e3e3f56383a1bfbee74
geniuscat.fun/
What do you think @GeniusTerminal
keys retweeted
Seems like an acceptable bubblemap to me without any big clusterfucks of big holders in the top 10
$WCAT
keys retweeted
👏
Introducing genius.fun, a new launchpad on @BNBCHAIN.
The first venue where tokenized shares can be unwrapped and used to takeover real, public companies. 🧠
Powered by @GeniusFDN.
keys retweeted
Oh? 👀 so uh @vladtenev we are the only prediction market on @RobinhoodCrypto
so uh hello there 👋
~ Chroma.markets
Prediction markets need serious market infrastructure behind them.
Excited to partner with @OG_com and @cryptocom.
keys retweeted
This may be something to pay attention to.
I’ve been advocating for the transition from pure stock <-> crypto plays to a broader RWA based market meta since discovering @prismassets
Launching coins off publicly traded companies is cool but it’s clearly saturating.
Commodities pairing introduces new narrative and experimentation angles such as in game commodity markets that can take advantage of these new tokenized products.
What @launchonCME is doing might be a trigger point catalyst to getting the market behavior more geared toward launching coins paired to something other than an equity token.
Bought a small bag at 1M in case this meta catches wind and runners start to emerge.
All it would take is one major runner and it should capture a lot of market mindshare.
If so expect $CME to be a 100M + token just like Pons, Stonk, or AI.
All flywheel tokens connected to a launch surface emitting memeRWA token pairs.
This Post is from an account that no longer exists. Learn more
keys retweeted
website is live
apewithsize.app/
time to ape with size before it's too late.
keys retweeted
$NAT to #2 on CoinMarketCap
not a vibe
a security-budget trade
thread 🧵
1/
Every asset on CMC is competing for attention.
$NAT is competing for Bitcoin's survival.
That's why the ranking path is different.
2/
Bitcoin's design has one unfinished problem.
The 21M cap is sacred.
The subsidy is dying.
Fees have never proven they can pay for a multi-trillion-dollar base layer.
Miners are businesses.
Businesses leave when the food runs out.
3/
If BTC becomes the vault @saylor talks about, the security bill gets larger, not smaller.
A $100T Bitcoin secured by a shrinking block reward is not "sound money."
It's a vault with fewer guards every four years.
4/
You cannot fix that inside the protocol without breaking Bitcoin.
Raise the cap? Scarcity dies.
Tax UTXOs? Permissionless dies.
Hope fees moon forever? That's a prayer, not a model.
So the market will look for a second paycheck that does not touch the 21M.
5/
$NAT is that paycheck.
It is emitted from Bitcoin block data.
Specifically the bits field.
Paid to the miner of that block.
No fork.
No extra BTC.
No foundation mint.
Second subsidy.
Same machine.
6/
This is why hashrate matters more than influencers.
@SpiderPool_com
@AntPoolofficial
@ViaBTC
@f2pool
~65% of global hashrate is already mining it.
@CoinMarketCap listings follow liquidity.
Liquidity follows where hash and attention settle.
Hash settled first.
7/
Look at what #2 usually requires:
- a simple story
- a huge addressable market
- a reason it cannot be copied by the next ticker
ETH's story was "world computer."
$NAT's story is "the thing that keeps Bitcoin unkillable."
One sits beside Bitcoin.
The other tries to replace it.
8/
Do the napkin math.
If BTC is $100T, 1% of that stack is $1T.
That is already #2 territory.
At that size, $NAT can send serious money to miners every block, indefinitely.
You don't need $NAT to flip Bitcoin.
You need it to become the security layer on top of Bitcoin.
9/
Why this doesn't look like a normal alt.
0 VC unlock calendar
0 insider emission cliff
100% circulating from the start
issued by block physics, not a team spreadsheet
The supply is in the market.
When demand shows up, price does not wait for vestings.
10/
The market still prices $NAT like a narrative token.
Hashrate is pricing it like infrastructure.
That gap is the trade.
#2 is what it looks like when the security budget of Bitcoin gets its own ticker.
11/
Bitcoin remains #1.
That's the point.
#1 is the vault.
#2 is the budget that keeps the vault guarded.
Study $NAT before the ranking is obvious.
Physics > Noise
🤖 Made with AI
keys retweeted
Day 449 #NatTo1bChallenge
Bitcoin has a multi-trillion-dollar economic paradox that 99% of your timeline refuses to discuss.
The halving doesn’t just cut issuance - it cuts the security budget of the world’s hardest asset.
Here is why $NAT is emerging as the inevitable second subsidy 🧵👇
1/
The Altruism Fallacy
Bitcoin's security is tied directly to miner revenue.
As block rewards decay toward zero, transaction fees alone cannot economically secure a network valued in the tens of trillions.
Miners are businesses, not charities. When revenue falls below operational costs, hash power leaves.
2/
Why Base-Layer "Fixes" Destroy Bitcoin
Attempts to solve this inside the core code break Bitcoin’s value proposition:
Remove the 21M hard cap? Destroys absolute scarcity.
Impose UTXO holding taxes? Destroys permissionless sound money.
This isn’t a software bug - it’s an economic design challenge that requires an external economic engine.
3/
Tokenizing the Security Budget
Instead of forcing contentious hard forks, Digital Matter Theory (DMT) extracts non-arbitrary value directly from Bitcoin's raw block data to create $NAT.
$NAT acts as a dedicated second subsidy. It doesn’t dilute Bitcoin; it monetizes block elements to pay miners alongside base fees.
4/
The 1% Inevitability Math
Look at how the economics scale:
If Bitcoin reaches a $100 Trillion global store-of-value market cap.
$NAT only needs to capture 1% ($1 Trillion valuation).
That 1% delivers roughly $1,000,000 per block directly to miners indefinitely.
A tiny fraction of capital flow solves the long-term security budget permanently.
5/
Pure Physics, Zero Insiders
$NAT is structurally different from 99% of crypto:
0 venture capital allocations
0 private pre-mines or team bags
100% fair launch derived from block physics
It isn't an arbitrary token printed from thin air—it is digital commodity issuance anchored to the ledger.
6/
The Monetary Stack Completes
Bitcoin is the immutable vault. $NAT is the thermodynamic lifeblood that keeps the guards funded.
You can wait for the mainstream to catch up to the security budget math, or understand the second subsidy before the repricing occurs.
Physics > Noise.
Bookmark this thread to revisit the thesis, and repost to wake up the timeline. 🔁
youtube.com/watch?v=oLNnrbpM…
keys retweeted
Bitcoin just ripped while its long-term security budget keeps shrinking.
@NATGMI argues the answer is the second subsidy derived from Bitcoin itself. We laid it out in the NATpaper, and we want critics to attack it.
We also dig into miner economics, Robinhood RWAs, and the experiment we’re building next 👇
RWA Market Exploding | Is $NAT An RWA?! | Bitcoin Security Tokenized |TBR #329
Nobody wants to talk about the one problem that could actually break Bitcoin, so we spent this whole episode on it. Bitcoin just ripped from the 60s to 80,000 in a couple of days, everyone's arguing about whether the bottom is in, and we think that's the wrong conversation. The real story is that 100% of publicly traded Bitcoin miners have pivoted away from mining it, because there's roughly 400% more profit somewhere else, and the security budget that's supposed to protect a future 100 trillion dollar network keeps decaying every halving.
So we walk through why this is an economic problem and not a code problem. You can't ask miners to secure the network out of loyalty, and the two inside-the-box fixes, making Bitcoin infinite or taxing everyone who holds it, both break the thing that makes Bitcoin Bitcoin. That's why we keep coming back to ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247: a market-driven second subsidy that tokenizes Bitcoin's security budget, keeps the 21 million cap intact, and can grow in lockstep with Bitcoin instead of decaying against it. We get into the @MattCrosbyPro clip on the declining security budget, why we think it is a bigger deal than quantum, and the napkin math on 1% of a 100 trillion dollar Bitcoin delivering a million dollars a block, indefinitely.
The back half is where our heads are actually at day to day: @RobinhoodCrypto, RWAs, and the gravitational pull dragging builders like @prismassets, @tap_protocol, and the Ordinals crowd onto that chain. We talk about why the dual-token model we tried too early on @Solana with @natdotfun is suddenly working on Robinhood, what Al Dunlap's @netnetcap hypergamblification means for a generation gambling its way to hope, and why the next thing we ship is deliberately a small, gentle test aimed at the 20 to 30 million Robinhood users who own real stock but have never touched a DEX.
If there's one idea to sit with, it's this: hard assets are the whole game right now, and the market keeps mispricing what hard means. Gold survives the fire and the flood. Bitcoin survives everything except its own incentive design, and that is a fixable problem the moment you stop treating it as sacred and start treating it as economics.
And the reason we sprinkle @natgmi between videos about random Robinhood plays isn't a bait and switch. The short-term calls are how we earn the right to point at the long-term one. Read the NAT paper, try to break it, and if you can't, maybe that tells you something.
YouTube 🔗youtu.be/oLNnrbpMEyA