Rob W

[origin @natssats]

Bitcoin's value proposition is eroding in real time.

The network is becoming more centralized, and its security is declining, making attacks increasingly attractive.

$NAT is the countermeasure - a hedge against this scenario

Decentralized + secure > centralized + insecure

[Green Giant (aka mozooz) @Green_Giant_Mo]

Looks like SBI Crypto is leaving money on the table.

They currently have ~460B $NAT - a second subsidy that's given to miners at the coinbase level - and are, presumably going to be throwing it away.

$64k wasted.

@SBICrypto @Cointelegraph @DecryptMedia @BitcoinMagazine

[Rome⚒️ | Host, The Security Budget Weekly @rometheminer]

BTC 解决的是最终价值锚的问题。
但一个真正的货币文明，不能只有储值资产，还需要流通层、激励层、矿工经济和市场活性。

如果 BTC 是数字黄金，那么下一个真正重要的问题不是“谁取代 BTC”，而是：

BTC 的数字白银在哪里？↓

[StaleProof @Fluctuate528]

Study up on $NAT. It cross sectioned rewards with BITCOIN miners. I’m sure in the future it will be the cross section with AI also. Don’t miss the $NAT rocket. DMT-NAT ecosystem is a big deal.

[Choirzooh @choirzooh]

Bitcoin's block reward is capped and shrinking to zero. Fees are ~0.7% of it and unreliable. $NAT is the one source positioned to grow as the security budget must rise.

One chart:

[origin @natssats]

"Some say that only by truly understanding $NAT can you claim to have grasped Bitcoin.

Others say that $NAT is like a mirror, revealing who truly gets it and who is just jumping on the bandwagon."

Soo true

[faber mubai @FaberMubai]

loved the piece @rometheminer so i ran the ratio

gold to silver in mcap terms is 8 to 1. silver sits at 12% of gold, way bigger than people assume

nat is 0.004% of btc today

close that gap and nat is a $147b asset, around 3300x from here. even a stricter silver count puts the floor near $60b

second subsidy with room to run

[Rome⚒️ | Host, The Security Budget Weekly @rometheminer]

https://t.co/L1FD9EStaw

[王短鸟 (长鸟版) @Wangduanniao]

OKB 这个底部横盘真挺好看的，看着挺稳。

关键老徐还一直做事，os ai

这些虽然短期没啥成效，但是过段时间应该就能发力了，算基础设施。

再把美股这块弄起来。

前途不可限量。

[Rome⚒️ | Host, The Security Budget Weekly @rometheminer]

距离熊市触底还有最后3个月，预测熊市触底后的新一轮的加密周期的热点新赛道（规模不会小于2022年底出现的Ordinals）：

#比特币安全预算赛道

接下来会有层出不穷的各种方案来解决这个赛道的问题，当然市场已经有绝对的领跑者，你们都知道是哪个。

[Rome⚒️ | Host, The Security Budget Weekly @rometheminer]

3个月后触底后，新一轮加密由 ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 启动

[Ordinals Sales @OrdinalsSales]

BIG SWEEP ALERT 🧹🧹🧹

7 TAP DMT-NAT just sold in a single bulk purchase for a total of 0.09790757 BTC ($5,722)

https://t.co/w6Q32Qmmhg

[Joe Atang 👋🏿 @joeatang]

Heard he’s NAT a free agent

[FITZY @fitzyOG]

Prediction 🔮

The next time a mining pool announces it’s going to officially begin distributing NAT to its miners, the @natgmi mcap will smash through its ATH

And I’m reliably informed from people much smarter than me (who can actually do TA), that it’s primed to PAMP anyway!🔥

[DMT-NAT 小果果（晨曦） @nat_xgg2288]

市面上所有投资标的，都会被套牢三重高度不确定的人为风险，每一项都足以让项目走向崩盘：

第一，现金流生存风险：项目自有存量资金、后续融资能力，能否覆盖长期运营损耗，存在极大变数；

第二，市场落地风险：产品、应用场景能不能真正落地，获得市场认可、兑现对应市值，完全不可预判；

第三，团队不可控风险：核心创始人、运营骨干遭遇意外、不可抗力等突发状况，会直接重创整个项目。

但 #NAT 完全不存在以上任何人为变量，它的底层逻辑只依托一条不可动摇的客观事实：比特币必须长期存续，比特币的网络安全预算必须补齐。

比特币自带每四年区块奖励减半的底层机制，如今区块补贴已经大幅萎缩，仅靠区块产出早已覆盖不了矿工挖矿的综合运营成本。单纯依靠比特币价格单边上涨，根本解决不了网络安全的结构性失衡：
当前比特币整体总市值约1.2万亿美元，而全球全部挖矿矿机硬件合计总价值仅80亿美元。相当于区区80亿规模的算力资产，要托举1.2万亿体量的比特币市值，未来BTC总市值还会持续走高，每一轮减半又会持续压缩矿工基础收益，这套失衡结构天然无法持续。

更关键的矛盾在于：全网算力越高，挖矿竞争越激烈、单位挖矿成本同步抬升；算力不能无限扩张，单纯依靠币价上涨无法填平安全预算缺口。这就注定了 #NAT 的必然！

DMT-NAT（ $NAT） 为全球首个基于数字物质理论的比特币原生链代币， #NAT 与 #BTC 同算力、同公链、同区块、同地址，每十分钟随比特币区块同时产出，是比特币链上唯一同根同源的伴生矿币，代码全开源。

放眼全球，唯有 #NAT 剥离了人为不确定性，#NAT 只依赖一条铁律：比特币要长久生存，就必须补足缺失的网络安全预算！

[MOON KING B-ROOTS @iambroots]

#Bitcoin needs help.
$DMT-NAT is the answer.

$NAT = Your literal second chance at getting in on something like Bitcoin EARLY.

Back in 2009–2012, people missed $BTC because they had no idea it existed.

Thats understandable.

If you’re reading this right now… and you still don’t buy?

Then YOU are to blame

THAT WILL BE YOUR FAULT!

This isn’t some random gamble to me.

This is the narrative repeating itself in real time — except this time you’re watching it happen with your own eyes.

The window is wide open… but it won’t stay that way.

Don’t be the person explaining to your future self why you sat on the sidelines again.

DO $NAT make that mistake again!

[早起鸟 @bicc8eth]

有心之人，必是有福之人

99%的人都会认为 $NAT 是无限供应

但是，都错了！

如果你科普了 $NAT 的诞生逻辑，就会明白它是随着比特币区块产出而产出，它只是比特币区块里面独有数字物质——bits
现在每个比特币区块包含一张 $NAT，一张大概3.8亿个 $NAT，随着区块高度的增加和挖矿难度的增加，每张NAT的数量逐渐降低个数！

现在 $NAT 的总量是378万亿，每天比特币产出144个区块，大概每天产出给矿工的 $NAT 是547亿 ,所以大概每年产出给矿工的 $NAT 是19万亿

所以到
2028年产出给矿工NAT总量是435万亿
2035年产出给矿工NAT总量是568万亿
2045年产出给矿工NAT总量是758万亿
2055年产出给矿工NAT总量是948万亿
2065年产出给矿工NAT总量是1138万亿
2075年产出给矿工NAT总量是1328万亿
2085年产出给矿工NAT总量是1518万亿
2095年产出给矿工NAT总量是1708万亿
……
2140年产出给矿工的总量是2140万亿

哦，谁还记得 $shib $sats $pepe $doge 的总量多少呢？

以上数字是按照最大数值计算的，实际的NAT总量随着各种变量增加而减少不少！

请问，阁下有生之年，能看到NAT的总量是多少呢？

NAT志愿者组建的官网https://t.co/QyLkc7oDBA

[$NAThead @BransonDuckswo1]

"Foundry USA just made 6.5 trillion $NAT transferable to distribute to their miners. The top 5 pools controlling over 75% of Bitcoin’s hashrate are now all on $NAT.
This could wake the West up to $NAT as the real answer to Bitcoin’s security budget. More people waking up and buying.
@saylor @elonmusk @MARA @AmericanBitcoin Math > marketing. ⚓️🟧 $NAT"

[Rome⚒️ | Host, The Security Budget Weekly @rometheminer]

大多数人拼尽一切去寻找Alpha，但往往真正的Alpha并非来源于小众的非对称信息，而是已经公开躺在他们面前。但多数时候他们仍然熟视无睹，宝石躺在面前也不捡。比如 ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 。真正的Alpha需要的是能看懂和欣赏的宝石的眼睛，而不需要到处打听宝石埋藏在哪里。

[Ordinals Sales @OrdinalsSales]

FIYA SALE 🔥🔥🔥

Inscription #126655426 just sold for 0.04195317 BTC ($2,497) on @ordinalswallet

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