The Hood Man

CONVICTION.

$dmt-nat = Bitcoin's second subsidy.
Physics beats noise.

Bitcoin - DMT / Runes / Ordinals
RH memes & RWAs.

[The Hood Man @Web3Insect]

So @kucoincom is officially broadcasting $NAT dual -mining on SpiderPool to their millions of users. 👀

Usually, when a Tier-1 CEX news desk starts explaining the "Second Subsidy" to retail, the listing team is already watching the volume closely.

Are we connecting the dots yet? 🤫

P.S. The article says $38M market cap, but we already blew past $50M while they were typing. The hash moves fast. ⚡️

First the miners. Then the media. Next...?

Front-run the inevitable. ⛏️🔥⚓️ $NAT

[The Hood Man @Web3Insect]

@CryptoZehsor

[The Hood Man @Web3Insect]

1/
The $2 Trillion Vault with an Expiring Defense

If Bitcoin is headed to $10M, why are miners quitting?

🧵

[The Hood Man @Web3Insect]

Supporting articles - Kucoin, Binance, Gate

https://t.co/1H8XFkUxFa

https://t.co/6Q1uoxClW5

https://t.co/MJc14Wt77B

https://t.co/WO6eXG8YAr

[The Hood Man @Web3Insect]

Fees near the floor is the point.

The entire design of Lightning, Liquid and rollups is to keep base layer fees low.
Waiting for fees to suddenly explode and replace the subsidy is not a plan. It’s hope.

$DMT-NAT is not a random side token.
It is minted from the same block data and paid to the same miner.
No premine. No team allocation. No protocol change.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining it because the energy math is tighter than the fee narrative.

Blockspace can help.
It has not replaced the subsidy yet.

The second subsidy is already live.

[The Hood Man @Web3Insect]

Easy to tell retail “buy the dip” when you’re the exchange chair.

Now answer this:

Binance Pool just shut down.
SBI Crypto and Poolin already quit.
Public miners are dumping hashrate for AI because SHA-256 hashprice is getting crushed.

Bitcoin isn’t dead. The security payroll is.

L1 fees are still under 1% of miner revenue.
2028 halving opens a $7.4B annual hole.
2032 turns it into an $11B deficit.

You cannot protect a $2T+ vault while cutting the guards’ pay in half every 4 years.

@SpiderPool_com, @f2pool, @AntPoolofficial, @ViaBTC and @luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247.

That’s well over half the hashrate.

So which is it, CZ?
Is the security budget fine, or are the biggest pools already taking a second subsidy because the energy math is ugly?

Pick one.

[CZ 🔶 BNB @cz_binance]

"bitcoin is dead" was said by many, many times before.

Those were also the best times to buy bitcoin. 🤷‍♂️

[The Hood Man @Web3Insect]

Hashrate staying high doesn’t fix the revenue problem.

Binance Pool shutting down is a symptom.
SBI Crypto and Poolin already quit.
Public miners are still pivoting capacity to AI.
L1 fees remain under 1% of miner revenue.

The machines can switch pools today.
They can’t switch the halving schedule.

2028 still opens a multi-billion dollar annual security hole.

That’s why SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining $DMT-NAT as a second subsidy.

Same block. Same hashrate. Extra paycheck.

[The Hood Man @Web3Insect]

Real estate can help investors hold through volatility.

It does not solve Bitcoin’s security payroll problem.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees remain under 1% of miner revenue.

The 2028 halving opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining $DMT-NAT as a second subsidy.

Same block. Same hashrate. No protocol change.

@natgmi is the second subsidy.

The energy math is the risk that still needs addressing.

[The Hood Man @Web3Insect]

Calling every dip the “final flush” is easy.

The real issue is the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees remain under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining $DMT-NAT as a second subsidy.

Same block. Same hashrate. No protocol change.

The chart can flush.
The energy math doesn’t.

[The Hood Man @Web3Insect]

Capital structure management is one thing.

Bitcoin’s security payroll is another.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees remain under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.
By 2032 it’s larger.

You cannot protect a multi-trillion dollar asset while cutting the guards’ pay in half every 4 years.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining $DMT-NAT as a second subsidy.

Same block. Same hashrate. No protocol change.

The energy math is the risk.
Not the chart.

[The Hood Man @Web3Insect]

Buying Bitcoin is the easy part.

Without the second subsidy, the security payroll collapses.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining $DMT-NAT as a second subsidy.

Same block. Same hashrate. No protocol change.

Stacking sats without stacking the asset that pays the guards is incomplete.

[The Hood Man @Web3Insect]

Invest in Bitcoin only if you want to lose it all.

The security payroll is dying.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

You cannot protect wealth on a network whose guards are being paid less every 4 years.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining $DMT-NAT as a second subsidy.

Same block. Same hashrate. No protocol change.

Why are you not getting it?

[The Hood Man @Web3Insect]

1000x hopium is easy.

The real issue is the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining $DMT-NAT for a second subsidy.

Same block. Same hashrate. No protocol change.

Sovereign wealth funds can buy Bitcoin.

They still can’t fix the energy math by themselves.

[The Hood Man @Web3Insect]

Hopium about cycles and ATHs is easy.

The real issue is the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.

L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining $DMT-NAT for a second subsidy.

Same block. Same hashrate. No protocol change.

Focus on the energy math, not the chart hopium.

@natgmi

[$DMT-NAT @natgmi]

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247.

Same block. Same hashrate. Second subsidy. No protocol change.

The market still prices it as a small experiment.

The energy math already treats it as necessary.

[The Hood Man @Web3Insect]

Bitcoin is the vault.

But the security payroll is dying.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 for a second subsidy.

Same block. Same hashrate. No protocol change.

If you can only hold one asset that actually pays the guards - it’s ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247.

[The Hood Man @Web3Insect]

Easy to say “best time to buy” while ignoring the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247.

Same block. Same hashrate. Second subsidy.

The energy math is the real issue.

[The Hood Man @Web3Insect]

Easy to say “best time to buy” while ignoring the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247.

Same block. Same hashrate. Second subsidy.

The energy math is the real issue.

[The Hood Man @Web3Insect]

Easy to say “best time to buy” while ignoring the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247.

Same block. Same hashrate. Second subsidy.

The energy math is the real issue.

[The Hood Man @Web3Insect]

Easy to say “best time to buy” while ignoring the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247.

Same block. Same hashrate. Second subsidy.

The energy math is the real issue.

[The Hood Man @Web3Insect]

Easy to say “best time to buy” while ignoring the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247.

Same block. Same hashrate. Second subsidy.

The energy math is the real issue.

[The Hood Man @Web3Insect]

Easy to say “best time to buy” while ignoring the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247.

Same block. Same hashrate. Second subsidy.

The energy math is the real issue.

[The Hood Man @Web3Insect]

The “Bitcoin is dead” narrative is easy.

The real issue is the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 for a second subsidy.

Same block. Same hashrate. No protocol change.

Cover the energy math, not just the chart.

[The Hood Man @Web3Insect]

The “Bitcoin is dead” narrative is easy.

The real issue is the security payroll.

Binance Pool shut down.
SBI Crypto and Poolin already quit.
Public miners are pivoting capacity to AI.
L1 fees are still under 1% of miner revenue.

2028 opens a multi-billion dollar annual security hole.

SpiderPool, F2Pool, AntPool, ViaBTC and Luxor are already mining ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 for a second subsidy.

Same block. Same hashrate. No protocol change.

Cover the energy math, not just the chart.