Let’s find out how strong the NAT community REALLY is 👀
There are ~22,000 NAT holders
If you want to watch our SUPER deep-dive into @natgmi with @TheBlockRunner guys:
- RT
- Comment: ‘Bitcoin is NAT alone’
- Follow: @CleanSlate_pod
You control how fast we release this 🫵
Hey @saylor No dissin' the vision. The institutional adoption of Bitcoin is historic, and Wall Street is bringing trillions. But there’s a critical gap opening between the trillion-dollar paper holdings and the physical security budget.
The halving-doubling thesis alone won't be enough for 2028. 🧵👇
1/
You have built a masterclass in financial engineering.
$MSTR acts as the ultimate leveraged proxy, and $STRC is brilliant - stripping out volatility to offer traditional investors an 11.5% yield, while using the $1.18B raised to sweep up over 760,000 BTC.
2/
But there is a vulnerability: Hoarding vs. Securing. BlackRock, Morgan Stanley, and $MSTR/$STRC are absorbing massive amounts of the supply, locking it in corporate treasuries. But parking trillions of dollars of value in the vault doesn't pay the guards.
3/
The miners (the guards) are paid by the block subsidy. In 22 months, the 2028 halving cuts that to 1.5625 BTC. MARA’s all-in cost to mine 1 BTC is currently $70,027. With thin margins, efficiency optimization alone cannot maintain the hash rate.
4/
If the security budget fails to sustain the miners, your entire model faces an existential threat. If the math forces miners to capitulate, network difficulty drops, block times get chaotic, and institutional confidence cracks.
5/
If BTC drops, the $MSTR leverage works against it, crushing the NAV premium. And that 11.5% yield on $STRC? Its ability to pay that dividend evaporates if the underlying asset loses its pristine security. A house of cards on a thinning floor.
6/
We can't secure 2028 network scale with 2011 mechanics. The math requires a structural supplement to miner income. That infrastructure is already live. $NAT is the supplemental revenue mechanism running on the security layer.
7/
This isn't ideology; it's economics. ~65% of the network’s hashpower - @AntPoolofficial, @f2pool, @ViaBTC & @SpiderPool is now NAT-aligned. AntPool is actively converting $NAT into BTC. They aren't running a thesis; they ran the numbers to survive the halving.
8/
The irony? $NAT is actually securing your bag. By creating a supplemental revenue stream, miners are reinforcing the foundation before the 2028 earthquake hits, allowing $MSTR and $STRC to survive.
The vision is anchored. ⚓️
99.9% of Bitcoiners cannot answer this question:
If you can, then congratulations, you’re in the 0.1% 🧠
𝐐: What is the only Bitcoin metaprotocol that generates additional block rewards for miners?
$NAT is Here! and Alt Season Starts according to one of the top exchanges in the industry......
Come join us as we learn about this very cool Bitcoin-based project and how it helps miners and the entire Bitcoin ecosystem.
Do $NAT Miss It
https://t.co/q8Glzp0cK2
Join us for our Space tomorrow as $NAT @natgmi comes on to tell us all about their project and how it helps Bitcoin miners AND the Bitcoin ecosystem.
DO NAT MISS IT!
$TAP, $DOG & $USDT on @steam Deck
Run any Trac Network app on your device of choice, Self-custodially. This is App3.
We already have https://t.co/hlUsMxn4DZ running flawlessly on Steam Decks, so come and build the future of your industry on Trac.
Docs: https://t.co/teTYRbYr7K