Gm/bj
I’ve been in NFT’s since 2021 and spent thousands on them throughout the years.
But I’ve only ever felt true conviction in one collection, the Bitcoin Puppets.
Style ✅
Culture 🟧
World Peace 🌍 ☮️
(I love showing them to my normie friends, that look is undefeated)
Flywheel still going strong! We sold another NodeMonke and used the funds to buy back and burn more NODESTR! Combined with fees, we just bought back and burned another 0.5% of supply, bringing us to a total of 15% of ALL NODESTR burned!
🟧 INTRODUCING 🟧
The ultimate Ordinals and runes and tap and brc20 and everything management tool.
– Quickly switch avatar and SNS names
– Quickview inscriptions, listings, tokens
– See all sales and total sales value
– UTXOs and Frozen Balances quickview for easy management
– Detailed inscriptions view with collections, tokens, SNS, and Search
– All the sorts and filters you need to find what's in your wallet
– Quick listings
This is not a game. Ordinals is about to be back. More to come. RT for the chance to win a free Ordinal!!!!!
The @BitcoinFrogs made it on stage at Bitcoin Amsterdam @BitcoinMagazine
Ordinals is the future. Am I the only one shilling Ordinals in the Youtube chat?
#ribbit
What’s fkin crazy is no one can believe the news they read.
And if you do you’re too far gone.
You will absolutely believe what you want to.
And that, is retarded.
Here’s why @ndestrategy can **outperform every other strategy combined** 🔥
**1. Treasury**
**2. Execution**
### The Treasury
After 400+ @nodemonkes acquisitions, treasury sits strong at **11 $BTC**—now in grey territory, but still enough to run a **fee-generator flywheel**.
### The Real Fuel: **FEES**
Holding Monkes above organic floor = **zero value**, can even turn bearish.
Real power? **Generating fees that add ecosystem value.**
Relying on trading taxes = broken flywheel.
Taxes only work as **exit liquidity**, not fuel.
### Where do fees come from?
**DeFi is your playground.**
Even with 11 BTC → **7-13% APY** = **~0.08 BTC/month**.
Small now, but **time = leverage in Bitcoin land**.
### Fee Usage: Two Options
1. **Stake Monkes** → Keeps value in ecosystem (inefficient for now)
2. **Buy & burn token** → Lights money on fire, no compounding
---
### The Ultimate Flywheel: **3 Execution Acts**
#### **A. Stockpile Monkes (Smart NAV)**
Treasury value = **Organic Floor Price**
New NAV rule:
> **Avg Acquisition Price / Organic Floor < 1**
How to find organic floor?
→ Check **real lending appetite** (outside @ndestrategy)
Current @nodemonkes floor is **inflated** in my ipinion
**Real demand signal:**
Test appetite for 10-20 Monkes lending offers this could go as low as **30-50% LTV**
→ That’s your **true organic floor**
**Stop sweeping floors** → scares real buyers
**Sustainable acquisition:** Use **DeFi fees → fund lending offers**
Slower flow, but **aligned with organic demand**
#### **B. Sell Monkes (Premium, Not Listings)**
Fixed 10% premium + listings = **lazy**
**Better:** Sell **only on bids** above avg cost
→ No listings, **human execution wins**
**Bring market makers to the table:**
- No Monkes listed
- Only accept bids **above organic floor + spread**
→ Bidders & MMs **chase @ndestrategy Monkes**
→ Treasury value **finally reflected**
#### **C. Manage Flow → Pump Token**
**Inflow:** Fees + strategic Monkes
**Outflow:** Controlled sales
As bids rise → **token price auto-pumps** (% of sale fees → **buybacks**)
---
@ndestrategy has **insane runway**
This flywheel = **unstoppable**
Just some thoughts 💭
**Send nodes** 🐒🚀
People don't like using Bitcoin as money 🧵
I wish that wasn't true but it is
Because Bitcoin is so scarce and such a strong store of value people expect it to go up over time
This creates a mindset of "I am selling my Bitcoin to buy a coffee"
People don't want to go through the mental gymnastics of making a "trade" every time they buy a coffee
They just want to buy a coffee
That's why stablecoins are being adopted for payments globally at a rate 1000x faster than Bitcoin
My hope is that one day Bitcoin reaches a $100T+ market cap and becomes stable enough for everyday use but until then it doesn’t make sense to force a behavior that people clearly don’t want
Zap was built to onboard everyone
Using a stablecoin under the hood and showing users a simple "cash" balance was an easy decision
Many talented teams are building incredible products for crypto natives
We decided to focus on everyone else
Zap isn’t for the 1 million crypto natives
Zap is for the 8 billion yet to join us
For two years people told me it was too hard to buy $DOG
So I built a solution
Zero KYC
One-tap Apple Pay
No phone verification
No third-party signups
The easiest way to buy crypto is almost here!
I invested almost all my bag from btc ordinals into @BitcoinPuppets and you can see why
Who were swept first by the yesterday’s dump?
Which community is 100% made by holders?
Which red flag did you find in puppets so far?
For me it’s the most stable collection in this eco
NodeStrategy has acquired an additional 17 Nodemonkes via sweeps and offers for 0.5539 BTC at an average price of 0.03258 BTC. As of 11/03/2025, we hold 393 Nodemonkes acquired for 19.072 BTC at an average price of 0.04855 BTC.