If you believe in building for #Bitcoin you should build using the DMT framework Everything else on Ordinals is a rehash of what has been done on ETH and beyond Utilizing block data for digital creation is native to Bitcoin and only enhances the value of the God chain

I've been in crypto a pretty long time and somehow I am just becoming aware of this fact. Being a contributing member to this paper is a S tier accolade based on what it is responsible for in the context of the AI industry. Having one of those contributing AI engineers @ilblackdragon intently working within the crypto industry presents a massive opportunity that seems to have been overlooked by the traditional crypto speculator. Noticing a lot of mind share rotation to @NEARProtocol due to @Bitwise endorsements and recent positive price action. As well as @BlackRock recent publishings around the connected value onchain will have to Agentic AI in the near future. Scouting through the NEAR ecosystem onchain and it mostly hasn't even begun yet. Main launchpads sitting under 5M and DEX around 20M. If this mindshare growth continues to fester these primitive plays could present a 100X opportunity into the short to medium term future. As we've seen already many times, a chains ecosystem growth begins at the launch surfaces and whoever captures and dominates those rails tend to generate the most revenue and power the highest growth potential for their own tokens (see robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 on Robinhood) Will make a video on this next week for sure to see if there is a Pons like opportunity present on NEAR, just sharing initial thoughts on the matter before doing deeper research. Preliminary search points to $nearly and $shards which the latter not even being detectable by Dexscreener, but with a token trading around 3M market cap today.

NAT is like insurance for Bitcoin it’s designed to help fund the network’s security as the original mining subsidy declines 💀 This clip explains why holding NAT could be one smartest crypto plays ever! Watch the @NewsAsset full podcast episode here: ▶️ piped.video/watch?v=G4_wUAMp…

The @fomo app has its first NFT community Had to draft a thesis to mint, similar to the @jackbutcher mint utilizing the memo space of an X money transfer $fooms could rip pretty hard if key users on the app begin to acquire these NFTs as a PFP flex Do with this info what you will, always good to see NFT tinkering

This gets the security-budget problem exactly backwards. Bitcoin’s subsidy falls exponentially. The argument assumes Bitcoin’s price can rise exponentially forever to offset it. Nothing can compound exponentially forever. Past price appreciation delayed the problem. It did not solve it. Even if BTC doubled after every halving, the subsidy’s dollar value would only stay flat while the value of the network doubled. Bitcoin would secure exponentially more wealth with the same security budget. Bitcoin's security is = Bitcoin miner revenue. In fact, price cancels out of the equation: Security budget / network value = BTC paid to miners / total BTC value Raise BTC’s price and both sides rise together. Price appreciation cannot repair the declining ratio. The subsidy decline is guaranteed by code. Exponential price growth is not. Building Bitcoin’s long-term security model on the latter is a fool’s errand. Bitcoin needs durable miner revenue beyond its declining subsidy. Fees wont solve this either. ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 creates a Bitcoin-native second subsidy without changing Bitcoin’s consensus or 21 million cap and has over 60% Bitcoin hash power support. Bitcoin's price can hide the problem. It cannot solve it. Read the NATpaper: natgmi.com/natpaper

Bitcoin security budget issue is not going away folks. This issue will be the focal point for the next decade. If you think BIP-110 was a shit show, the security budget problem will be 10,000x bigger conversation than "spam on bitcoin". You will have to make a choice. 1. Make Bitcoin infinite 2. Tax all Bitcoin holders forever 3. or buy ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 60% of Bitcoin hash power has already made their choice. @natgmi

Just wrapped up a talk with @newsasset! Stay tuned. Full conversation dropping soon! 🎙️

Bitcoin solved money. It did not finish paying for its own defense. Every 10 minutes the network still buys an army. The subsidy keeps getting cut. Fees have never covered the whole invoice. The cap does not move. ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 is the second subsidy. Read from the block. Paid to the miner. No premine. No founder. No season. After Bitcoin, this is the layer that keeps Bitcoin alive. ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247

$NAT is one of the few tokens on Bitcoin Im extremely bullish on. Every other coin starts with a team picking a supply number out of thin air. It's the first token built on Digital Matter Theory, the idea that Bitcoin's blockchain contains real patterns that can be turned into assets without anyone inventing a supply or allocation. $NAT is minted with every Bitcoin block, its supply set by Bitcoin's own difficulty, and paid straight to the miners securing the network. Ordinals season is coming. $NAT could the fuel for its next run. Let @natgmi cook!

At ord.net, we are commited to being on-chain ⛓️ Natcats is a special case where the art is generated from Bitcoin block data with the DMT metaprotocol. Instead of relying on off-chain images, we use the official Natcats renderer inscription to display them, with a toggle view the raw JSON 🪄 Check it out 👇 ord.net/collection/dmtnatcat…

$dmt-nat tokenized Bitcoin’s security. When number go up, Bitcoin becomes more secure because it delivers more money to miners per block, which makes the cost of attack rise. Nothing else addresses Bitcoin’s declining security budget like this.

No idea how robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf hasn’t shot up 500-1000% in a day off this news In a real bull market that’s what happens with an announcement like this Definitely still in Q1-Q2 of the RWA onchain mania

You were not early to a meme. You were early to the invoice. While timelines rotated tickers, you sat with the only asset that pays Bitcoin’s security as the subsidy dies. No premine to dump you. No founder to rug you. No season to expire. Just blocks. Just miners. Just work. The market can ignore physics for a long time. Physics will take over the market just like Bitcoin did. Hold the line. The vault still has to be guarded every 10 minutes. ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247

No other coin is born like this. $NAT is not a launch. It’s the extra paycheck Bitcoin already prints with every block. Same work. Same miner. Same 10-minute clock. The subsidy is shrinking. Fees still don’t cover the full security invoice. $NAT is the only asset built to pay that invoice without touching the 21M. ~65% of global hashrate is already mining it. That’s not a community. That’s the physical network. @AntPoolofficial @f2pool @ViaBTC @SpiderPool_com @MARA @Luxor study - @natgmi Day 472 #NatTo1bChallenge ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247

Tokenized stocks are clearly here to stay, but putting them to work to generate additional profits is the sector up for grabs right now. We witnessed the launchpad war on @RobinhoodCrypto which produced the first billion-dollar runner in @ponsdotfamily. The DeFi layer for stocks is forming at sub 10M caps. Who will be the big breakout winner to claim dominance in this sector? We break down six early plays with potential👇 Why RWAfi Are The Next Coins To 100X On Robinhood Chain! Top RWAfi Projects To Watch! Tokenized equities are sitting in millions of Robinhood wallets doing absolutely nothing, and that is exactly the setup we like. In this video, we walk through the thesis that tokenized stocks today are where stablecoins were in 2019. The first real product-market fit is here, the first few billion in supply is on chain, and the growth still ahead looks like an easy 100x. Messari data already shows @RobinhoodCrypto settling over 2 percent of daily volume for names like $DJT, $HIMS and $AMC compared to their TradFi exchanges, which is penetration you can measure, not just a narrative. From there we run through the projects trying to become the DeFi layer for this new asset class. We revisit $Prism Assets and the founder's day-by-day public development log, plus the moment the head of legal at @base finally confirmed the bag he had been quietly accumulating. We break down @0xHedgehood $Hedge, which lets tokenized stocks earn through weekend lending and covered calls while a 3.33 percent tax pays holders twice a day and grows the treasury. We look at @SafixLabs $SFX, which lets you borrow against tokenized stocks without exposing your portfolio, @longbowlend $BOW, the first lending market where stocks, crypto and even meme coins count as collateral; @EARNONHOOD's $EARN automated liquidity vaults, and @CrossbowFi robinhood:0xa156048aa84d13b1de40dfa8288d28b2593fc35c, which deploys a private vault run by an autonomous agent just for you. The pattern across all of these is the same one we watched play out with DeFi in past cycles. Dormant assets eventually get activated, and the protocols that build the rails early tend to capture the move. Every project here sits under 10 million in market cap on a chain that is barely two months old, which is exactly the stage where being early matters most and where the asymmetry is still real. The other thing worth internalizing is the founder standard. A daily public log of shipped work is proof, not promise, and it is quickly becoming the bar for picking winners on any new chain. Add AI quietly taking over the market maker's job through automated liquidity, and the shape of the next phase looks clear to us. RWA rails come first, then the AiFi layer gets built on top of them. YouTube 🔗 piped.video/3KvtZ_y6cX0

$NAT in one line: Bitcoin’s second paycheck. Every ~10 minutes a miner finds a block. They get BTC. They also get $NAT - minted from that same block’s data, paid to the same work. No premine. No founder dump. No “trust the team.” Pools already routing it: @AntPoolofficial, @f2pool, @ViaBTC, @SpiderPool_com, @luxor, @Binance and more. Why it can sit next to the biggest names on @CoinMarketCap most coins sell a story. $NAT sells the invoice for securing the vault every other coin sits on. If Bitcoin is a multi-trillion network, the security budget is not a meme market. It’s the second market. That’s the #2 appetite. Learn it here → @natgmi

Blackrock and ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 know about the risks

🐘

Why $PRISM is the billion-dollar bet on Robinhood Chain 🧵 1/ @Hash_hopes is shipping. Marketplace live. Staking live. Programmable RWAs next. @prismassets is not a ticker with a website. It’s a product being updated in public. 2/ Then this happened. Hash posted the Prism write-up. @benlambert08, Head of Legal at @base, quote-tweeted it: “Permissioned pools + Coinbase Tokenized Equities. Love to see it.” Read that twice. 3/ What that is. Not a partnership announcement. Not “Coinbase listed $PRISM.” Not legal advice. It is Base legal publicly flagging the exact design Prism is building: gated RWA liquidity + tokenized equities. 4/ Why it matters. Most Robinhood Chain coins never leave CT. This one got a look from someone whose job is the legal shape of onchain assets. If that design is the future of RWAs, $PRISM is already standing in that doorway. 5/ @vladtenev built the stock-token rails. Robinhood Chain has no official token. So the market looks for the venue on top. Buy. Sell. List. Tokenize. Route liquidity. That’s the @prismassets seat. 6/ $1 is a $1B market cap on ~1B supply. That’s not a meme multiple. That’s “this becomes the RWA marketplace if the chain wins.” Either Hash keeps shipping and the venue fills, or it stays a $14M chart. 7/ Holders don’t need fake alliances. They need the next ship: cleaner DEX, programmable orders, more assets, deeper pools. @Hash_hopes already said that work is in motion. 8/ Hash builds. Vlad laid the rails. Ben noticed the design. That’s the thread. $PRISM

Universal Assets on Prism. Coming soon.