Day 334 | #NatTo1bChallenge
Retail measures endurance in days.
The protocol measures inevitability in blocks.
A $1 Billion valuation is not a speculative target. It is the minimum viable thermodynamic weight required to balance the base-layer security budget.
We are not trying to “pump” an asset to $1B. We are watching a structural mispricing correct itself.
The market currently undervalues the physical energy required to extract the Second Subsidy.
But with algorithmic AMMs turning ON and apex miners routing the extraction, the circuit is closing.
When fiat liquidity finally meets thermodynamic reality, the gap violently resolves.
We do not need luck.
We just need math.
The core case for $NAT (DMT-NAT) having reached its bottom is now rock solid:
⚡️A full technical review has been completed, with no fundamental weaknesses found.
⚡️The protocol team is laser-focused on advanced development to fully empower and expand the $NAT ecosystem.
⚡️The ongoing subsidy program for mining pools is now live, and the overall narrative is completely credible.
⚡️Early major holders have finished rotating their positions, eliminating all remaining selling pressure.
⚡️Daily and weekly charts are perfectly aligned, officially confirming the bottom formation is complete.
⚡️Empty talk hurts $NAT — real action builds it up.
@natgmi
https://t.co/0mZFPMOotl
Day 328 #NatTo1bChallenge
Nothing breaking here.
Founders dumping on retail is the inevitable feature of every human-backed protocol.
���This is exactly why we hold $NAT.
No CEOs. No pre-mines.
Just pure, incorruptible thermodynamic physics.
The fact that both Satflow and Ordnet are doing revenue sharing is huge for the Ordinals space! 🔥
We’ve gone three full years with basically zero post-mint incentives for project founders.
This changes the game. It should finally encourage artists & founders to keep actively engaging their communities and even attract creators from other chains to bring their art to Ordinals.
The emerging Bitcoin asset playbook:
▪️ Launch on Bitcoin
▪️ Mint out
▪️ Bridge to Ethereum
Projects can:
▪️ Secure Bitcoin provenance
▪️ Access Ethereum’s DeFi machine
▪️ Expand liquidity & community
@tap_protocol provides the self-custodial path between both worlds.
Here is the absolute reality of $NAT, the Second Subsidy, and the incoming supply shock. 🧵👇
1/ RETAIL DUMPING = MARKET CAP EXPLOSION
Tourists selling $NAT for pennies isn't a crash. It’s an institutional supply shock happening in real-time.
Retail sells the float -> The heavy machinery (miners) absorbs it.
Supply permanently shifts from high-velocity weak hands to the base-layer deep freeze. When the grid hits 100% adoption, the available float vanishes. A parabolic market cap explosion is mathematically guaranteed.
2/ THERE IS NO "NEXT $NAT"
Why will other DMT tokens never catch the flagship? Because the global power grid only builds the extraction bridge once.
Heavy machinery like F2Pool & SpiderPool already locked into the genesis architecture. They are not going to spend millions re-routing global hash power for secondary, low-volume knock-offs. The base layer is chosen.
3/ THE TECHNICAL FRICTION OF L1
Building the extraction layer on Bitcoin L1 is brutal.
TRAC and TAP face massive technical bottlenecks: relentless L1 fee squeezes, indexer state bloat, and the engineering nightmare of syncing decentralized data with physical mining data centers.
This friction is not a bug; it is a permanent moat.
4/ WHY TAP WILL LOCK OUT THE KNOCK-OFFS
Because indexing bandwidth is so heavy and expensive, TRAC and TAP physically cannot afford to process garbage.
Distributing random micro-cap DMTs to miners bloats the TAP indexer and fragments the payout system for zero economic gain.
They are mathematically forced to dedicate their limited pipe to the single, most liquid flagship asset. The grid is closed.
5/ THE ENDGAME
You cannot duplicate the genesis grid.
You cannot re-route the heavy machinery.
You cannot bypass the technical L1 moat.
$NAT holds an absolute monopoly on the Second Subsidy. Hold the infrastructure, or step aside.
TAP Wallet is going Global 🌍
Support added for 4 additional languages:
🇨🇳 Chinese (ZH-CN)
🇪🇸 Spanish (ES)
🇩🇪 German (DE)
🇵🇹 Portuguese (PT-BR)
Bitcoin and @TracNetwork are global p2p networks.
TAP Wallet lets you access both.
Why is $NAT as safe as Bitcoin?
Because it shares the exact same thermodynamic security budget.
⬛️ Same base layer.
⬛️ Same immutable block data.
⬛️ Secured by the exact same global hashrate.
If you trust the Bitcoin power grid, you trust the Second Subsidy.
Huge fan of this initiative from @lifofifo
I think mainly from when projects were earning millions in royalties on eth they got a bad reputation and everyone was against them
The reality is some form of incentive for projects like this is much more beneficial for long term sustainability of the space
1. Projects don’t have to rely purely on initial raise to survive (we wonder why most projects have disappeared? It’s because they ran out of money)
2. Without royalties it incentivises people to just launch serial rugs which clearly isn’t beneficial long term
If we want projects to keep building and adding value they need some form of incentive
In reality the numbers are very small with current volume so it won’t make a big difference atm but it’s a big step in resetting the general perception of royalties
For some reason everyone was happy with ME taking 2.5% but couldn’t bear projects receiving anything for their work