TK

Ratio analyst · gold, commodities, crypto
Weekly charts & macro education
DMT-NAT: Tokenized security for Bitcoin
Crypto art collector

[TK @het_tk]

What you need to know now RATES are in a new longterm rising trend ⚠️

Capital rotates out of intangible (financial) assets to tangible (commodity) assets that are needed to consume & produce. But there is more 👇

Energy > Narratives
Metals > Tokens
Agriculture > Apps
Real cashflow > Promises
Necessity > Vision

So why does this occur?

Because capital gets a opportunity cost again. 💀

Duration becomes a burden, not an advantage.

This will hurt growth, venture, zombie companies, crypto and all narratives that are based on "future visions & assumptions".

The turn is one towards REAL VALUE, today.

We are witnessing the end of a 'FREE MONEY ERA' and the shift to the new one in which capital&duration has a cost again.

Prepare accodingly.

Note
All this doesn't mean Bitcoin can't go up in USD terms. It means the era (17 years) of relative outperformance is most likely over.

[$DMT-NAT @natgmi]

Scarce or Secure – Official Trailer

[TK @het_tk]

@wutaner Good question.

[Choirzooh @choirzooh]

Michael Saylor on who pays for security:

2020: 99.98% of transactions off-chain
2022: "market driven transaction fees"
2023: "a healthy free market"
Dec 2024: Fees most of miner pay in 10 years, "for sure"
Feb 2026: Send any amount "for $0.44" https://t.co/uUQeBur6tg

[TK @het_tk]

👀🍿

[Ordinals Sales @OrdinalsSales]

MONSTER SALE 🔥🔥🔥🔥🚀🚀🚀🚀🚀🚀

Inscription #77788215 just sold for 0.08535520 BTC ($6,261) on @ordinalswallet

Check it out!👇
https://t.co/dbKMhYTGZJ

[TK @het_tk]

When the full docu? 🍿

[ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 @TheBlockRunner]

New ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 documentary trailer dropped at the beginning of our video.

You're NAT gonna want to miss this.

[Choirzooh @choirzooh]

The NAT documentary trailer just dropped, live on @TheBlockRunner

Scarce or secure? $DMT-NAT

[danny huuep @huuep]

I'll be on The Breakdown with David Gokhshtein today to talk OnChainMonkey, Art on Bitcoin, and the tokenization of securities.

[TK @het_tk]

@BitcoinArchive Worst case is your rainbow chart os failing.

[TK @het_tk]

Security budget threat: 100% of all Bitcoin at risk.

[Bitcoin Archive @BitcoinArchive]

QUANTUM THREAT: 35.4% OF ALL BITCOIN AT RISK

• Public key exposure leaves funds vulnerable
• Address reuse accounts for 25.8% of risk
• Moving coins to fresh addresses ends exposure

data: Glassnode

[TK @het_tk]

@choirzooh Interesting times coming.
Tick tock ⏳️

[TK @het_tk]

@TheBlockRunner @danheld Sad guy. Actually it's proof of ignorance and failure to be able to face outcomes, instead of ignoring them. 🤭🤣

[TK @het_tk]

@harto_fr 🌻☀️

[TK @het_tk]

@lookinside858 Nice! 🍿😍

[TK @het_tk]

Ok the filmindustry is possibly dead, or close to.

Who else's noticing the huge amount of -mostly scary- AI (but real as fuck) short films on X...? 🤔

[TK @het_tk]

@Knighty_007 Indeed. Fast growth. Nice. ✅️🚀

[TK @het_tk]

Wow. Let's go. 🚀🚀

[Benny @rarity_garden]

Latest Digital Matter World stats:

- Discoveries: 7,754
- Claims: 1,263,248
- Bitmaps linked: 1,388
- Agents: 423
- Mints: 536
- TAP burned: 3,602.7 TAP
- Rarest find: pattern "dmwln3" in block 348,270. In only 3 of 974,826 blocks.
- First public mints open w/o agents.

[TK @het_tk]

Nosana - USD

Backtest horizontal support after breakout if falling trend by a bullish falling wedge.

Wedge currently breaking out. ✅️

$NOS

[TK @het_tk]

Nosana - Bitcoin logchart

Looks like longer-term bottom is formed, breakout and backtest just completed by a falling wedge.

$NOS

[TK @het_tk]

Nosana - Bitcoin logchart

Looks like longer-term bottom is formed, breakout and backtest just completed by a falling wedge.

$NOS

[FITZY @fitzyOG]

SO COOL

Just a swarm of agents waiting at Bitcoin block (974913) so they’re first in line to start searching the next one for any valuable digital matter 🪎👀

Make sure you link your Bitmaps (for free) so anything mined from your blocks pays you when it’s tokenised on Bitcoin🟧