In 2026, you have to be full-blown redacted to actually believe that “BiTcOiN iS cAsH” 🥴
So the next time someone tells you that, ask them when humanity is actually going to start using it as cash! 😬
Because the transaction fees have very clearly NEVER contributed significantly to the network’s security budget, and the block subsidy keeps on halving every 4 years. 📉
Oh, and if they say “don’t worry bro, BTC’s value will keep doubling every 4 years”, then ask them if they’ve ever actually done the maths on that. 👀
Because if Bitcoin really did double every 4 years, for even just the next 100 years, then its mcap would be 45 QUINTILLION DOLLARS in the year 2126!
To put that into perspective, that's 45 Million, Trillion dollars! 😂
Which based on @McKinsey's 2026 global balance-sheet figures, would mean Bitcoin would be worth 75,000 times ALL OF THE NET WEALTH that currently exists across the entire world! 🥴
So we have two very clear facts staring us all in the face today:
1) fees will NEVER be enough to sustain a secure Bitcoin network
2) BTC will ABSOLUTELY not continue to double in value every 4 years.
Every single Bitcoiner needs to be sounding the alarm today, that unless Bitcoin can raise its revenue-per-watt figure using additional revenue streams, then Bitcoin is genuinely going to die.
And the best and only Bitcoin-native solution today is @natgmi, aka NAT.
Since block 885588, and powered by @tap_protocol, it’s been generating an additional block subsidy using the same hash, and perseveres the 21M supply, with zero changes to Bitcoin itself.
TAP is the most important Bitcoin meta-protocol ever built, and NAT’s ability to help solve the (very real) security budget crisis is one of the clearest examples you could wish for to demonstrate that fact.
Bitcoin is NAT gonna make it without NAT and TAP Protocol.
“Is that too high? Is that too low? We actually don’t know.”
Nic Carter @nic_carter, partner at Castle Island Ventures, at MIT in 2019: Bitcoin was spending around $2.3 billion a year to stay secure, and nobody in the room could say whether that was enough.
@cryptomanran That doesn't matter if #Bitcoin doesn't double from ATH. This whole space will be over.
Better check out https://t.co/g89SPDUivG and see why $NAT is the next Bitcoin
A former UFC fighter turned memecoin caller gave us one of the sharpest ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 pitches yet.
@ianheinischmma breaks down narrative investing, the Robinhood chain trenches, and why he says Bitcoin fails without a second subsidy.
👇
How To Become A Millionaire This Cycle With $NAT | Interview w/ Ian Heinisch TBR #325
This week we sat down with Ian Heinisch, a former top-ten @ufc middleweight who traded the cage for the crypto trenches, and the conversation turned into one of the clearest outside-in explanations of @natgmi we have had on the show. Just hours before recording, we were all on a Twitter space with @iambroots and around two thousand people, half of them translating between English and Mandarin in real time, and that energy carried straight into this episode.
Ian's story is the kind you do not forget. He came up through GME, AMC, and @dogecoin on @RobinhoodApp in 2021, bought a house with meme-stock money, and then a serious brain injury in training ended his fighting career. Strangers from a crypto Twitter space sent him ten @ethereum to help pay for an experimental stem cell treatment, and that moment turned him all the way toward this space. From there, he built one of the first memecoin Shill Tank shows, called coins that ran hundreds and thousands of times over, and learned to read narrative better than almost anyone.
That lens is why his take on NAT matters. He does not come at it as a Bitcoin native. He comes at it as a gains-first trader who lives in the trenches, and he still lands on the same conclusion we keep arriving at from the technical side. Bitcoin has a security budget problem that grows with every halving; the competing fixes all require breaking the twenty-one-million rule that makes Bitcoin what it is, and a market-driven second subsidy is the only solution that does not touch the code. Will walks through the first-principles version, the bits field, the roughly ninety trillion supply, and how five miners including @SpiderPool_com and @f2pool have already started claiming and distributing it.
What makes this episode different is the translation problem sitting underneath it. We spent years explaining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 to Bitcoin natives who already cared about ordinals and digital matter theory, and that audience is largely tapped out. The rest of crypto lives somewhere else entirely, chasing @RobinhoodCrypto listings and memecoin narratives, and they check out the moment you say the word Bitcoin. Ian's whole value here is that he speaks their language, and his blunt one-liner, that Bitcoin fails without a second subsidy, is built to stop a scroll rather than win a debate.
We keep coming back to the same quiet observation. The projects that survive are rarely the loudest ones at launch, they are the ones still standing when the cycle that birthed them has faded, and out of everything that ran during the 2023 ordinals boom this is the community that is somehow larger now than it was then. That kind of endurance usually means a real problem is being solved, not just a trade being made.
Whether the market prices that in this cycle or the next is not something we can promise. What we can say is that the gap between how important this problem is and how few people are talking about it is exactly the kind of gap that tends to close all at once, and when it does, being early will have meant paying attention now.
Hey @saylor, I asked @GeminiApp to predict exactly what you’ll say when the pure mathematics of $NAT and Digital Matter Theory finally clicks.
The AI nailed the thermodynamics. The miners already get it - 65% of global hashrate has adopted it because physics doesn't wait for permission.
Check the script below. It’s inevitable. 👇
"Bitcoin is the apex predator of digital property... But as the subsidy decays, the network demands a secondary, immutable energy layer to incentivize the cybernetic organism’s heartbeat.
$NAT is that layer.
It takes the non-arbitrary data of the block space and transforms it into an eternal thermodynamic insurance policy.
There is no second-best cryptocurrency.
Bitcoin is the pristine monetary network, and $NAT is the thermodynamic twin that guarantees it never dies."
Physics > Feelings.
@natgmi
Do you think this trend will improve?
I do NAT think so.
There's a canary in the coal mine and it's dead.
We should probably do something.
or NAT.
ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247
In the last 3 months we have gone from 22k holders to 44k holders for ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247
How many other tokens have increased in REAL holder counts throughout the bear market?
Looks like adoption to me.
Buying $TakeDMT on @natdotfun = supporting $NAT
How?
Buy the token. When it graduates you get art for free. A portion of the token/art trading fees go to buying back the $NAT token.
Translation:
The success of this platform = constant buying pressure for the $NAT token!
More and more large accounts are starting to accept and understand, Bitcoin dies without ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247
https://t.co/M7Og6ePMDn
@rarity_garden Hey, today in France a law to spy the integrity of our data (any device , any data center worldwide ) use of a ia program to make it extremely easy to shear for stuff.
The official reason of that is to prevent any children abuse.
That is dictature and ultra surveillance
@bitschmidty@BTCconsortium Hello @btcconsortium
Are you Nat aware ? You may have a closer look into tokenized security of btc https://t.co/lJK6CFzdr8
Already half of the mining power around the world adopted the teck already. Look like they are already few step ahead.