Pinned Tweet
$NAT ，是比特币诞生以来，首个基于BTC底层固有数据生成的唯一原生伴生矿币，与BTC同公链、同算力、同区块、同地址、同时间产出，奖励直接发放至区块矿工，作为算力贡献的核心证明。坚守比特币去中心化本质，开创数字资产全新品类，重塑价值共识！
NAT官网👇
natgmi.com
中文
Hawkeye
362 posts
Hawkeye
@Web3_Hawkeye
Capture WEB3 information with eagle sensitivity.
Central Region, Singapore Joined Ocak 2024
489 Following108 Followers
$NAT 金球盛宴逐步开启！
Dr.OVG@OVGNFT
Hey guys, Did you know that @SpiderPool_com is the world’s 5th largest mining pool with a 9% share, and that it now distributes ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 to its miners along with bitcoin:native ? ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 has started its first journey toward $1B. A year from now, many people will be saying they’re sad they missed this tweet. spiderpool.com/message/conten… @tap_protocol
中文
This is what building for the long term looks like. $ZEC’s vision of financial privacy deserves serious infrastructure behind it and today is an important step in that direction. Excited to be part of the Zcash community and looking forward to what's ahead.
Foundry@FoundryServices
🚀 Foundry Zcash Pool is officially live! Since our announcement last month, we've seen rapid hashrate growth reaching ~30% of network hashrate. Institutional miners have been looking for compliant, purpose-built $ZEC infrastructure, and we're proud to deliver it. Additionally, as $ZEC continues to grow, we wanted to give the community a dedicated place to see it happening in real time. Today we're proud to introduce Zcashinfo.com — a new block explorer with real-time pool rankings, hashrate distribution, block data, network difficulty trends, and more. Built for the Zcash community. Check it out at zcashinfo.com. Read the full launch announcement here: businesswire.com/news/home/2026…
English
$NAT ,不得了呀呀呀！
The Hood Man@Web3Insect
Day 351 #NatTo1bChallenge DMT-NAT/USD is live on TradingView: The institutional grid just activated. 1/ If you think $NAT is a meme, you are currently being outplayed by the heaviest capital on the grid. DMTNATUSD is officially indexed on @tradingview. The algorithmic command center of the global financial market just locked onto the Second Subsidy. 🧵👇 2/ TradingView doesn't index arbitrary DEX gambling. They index volume, liquidity, and established infrastructure. By listing DMT-NAT/USD, they just formalized the protocol. Digital Matter Theory (DMT) is now hardcoded into the global charting standard. The legacy market is watching. 3/ This isn't happening in isolation. While TradingView formalizes the asset for institutional traders, @SpiderPool_com just weaponized the asset on their front page to secure hashrate. The heavy machinery is mining it. The financial terminals are charting it. 🕸️ 4/ Currently sitting at 0.9323e-7 (a $35M-$40M baseline), this chart represents the absolute ground floor of the L1 Medium of Exchange. Thousands of professional traders and algorithmic bots can now apply their indicators to the Second Subsidy. A new pipeline of liquidity just opened. 5/ Capital always flows to where the physical infrastructure builds. Retail is currently distracted by EVM vaporware, completely blind to the fact that multi-billion dollar mining operations and the largest charting platform in the world are aligning on a single Bitcoin L1 asset. 6/ The market cap target remains absolute. A $1B Day 365 trajectory isn't a moonshot; it is the mathematical baseline for a starving L1 security budget. The terminal is live. The grid is active. Don't fade the heavy machinery. #NAT #Bitcoin #DMT #TradingView
日本語
Hawkeye retweeted
Day 351 #NatTo1bChallenge
DMT-NAT/USD is live on TradingView:
The institutional grid just activated.
1/
If you think $NAT is a meme, you are currently being outplayed by the heaviest capital on the grid.
DMTNATUSD is officially indexed on @tradingview.
The algorithmic command center of the global financial market just locked onto the Second Subsidy. 🧵👇
2/
TradingView doesn't index arbitrary DEX gambling. They index volume, liquidity, and established infrastructure.
By listing DMT-NAT/USD, they just formalized the protocol. Digital Matter Theory (DMT) is now hardcoded into the global charting standard. The legacy market is watching.
3/
This isn't happening in isolation.
While TradingView formalizes the asset for institutional traders, @SpiderPool_com just weaponized the asset on their front page to secure hashrate.
The heavy machinery is mining it. The financial terminals are charting it. 🕸️
4/
Currently sitting at 0.9323e-7 (a $35M-$40M baseline), this chart represents the absolute ground floor of the L1 Medium of Exchange.
Thousands of professional traders and algorithmic bots can now apply their indicators to the Second Subsidy. A new pipeline of liquidity just opened.
5/
Capital always flows to where the physical infrastructure builds.
Retail is currently distracted by EVM vaporware, completely blind to the fact that multi-billion dollar mining operations and the largest charting platform in the world are aligning on a single Bitcoin L1 asset.
6/
The market cap target remains absolute. A $1B Day 365 trajectory isn't a moonshot; it is the mathematical baseline for a starving L1 security budget.
The terminal is live. The grid is active.
Don't fade the heavy machinery.
#NAT #Bitcoin #DMT #TradingView
English
Hawkeye retweeted
Wow! @SpiderPool_com now promotes NAT to everyone that visits their website
Huge respect for their continued commitment to supporting sustainable miner-revenues
They will always be remembered for being the first to integrate @tap_protocol in order to distribute NAT to miners 👏
English
Day 350 #NatTo1bChallenge
1/
@brian_armstrong just exposed the exact reason $NAT exists.
10,000 BTC for two pizzas in 2010.
Today? $768M.
He said it himself: Bitcoin won the Store of Value race, but failed as a Medium of Exchange.
But a starving L1 security budget demands velocity.
Enter the Second Subsidy. 🧵👇
2/
Let’s apply the Pizza Day logic to the L1 truth.
Today 2026:
333 Million $NAT = two pizzas (~$35 at the current $40M MC).
2027 Target:
333 Million $NAT = ~$8,750 (at a $10B MC).
Bitcoin became the pristine vault.
$NAT is the spendable cash engineered to pay the miners securing that vault. 🍕
3/
The market is completely blind to the 250x thermodynamic multiplier sitting right in front of them.
Let’s break down the absolute L1 math from today’s $40M MC to the $10B MC target:
💼 10B $NAT:~$1,050 ➡️ ~$263,000
🐋 38B $NAT: ~$4,000 ➡️ $1,000,000
👑 100B $NAT:~$10,500 ➡️ $2.63 Million
4/
Read that again.
Just $4,000 today secures $1,000,000 at the $10B target.
This isn't arbitrary token gambling.
This is pure physics.
@AntPoolofficial, @SpiderPool, @f2pool, @ViaBTC, and @luxor aren't playing games.
The heavy machinery woke up and they are actively mining the block data.
5/
Thermodynamic laws depend on no one.
The market faded $NAT at discovery.
They faded it when the pools joined.
They are fading it now.
History doesn't repeat, but it rhymes with absolute violence.
The L1 Medium of Exchange is here.
The explosion is loading.
Don't fade the Second Subsidy. 🔥
6/
Why is a $10B target not just achievable, but inevitable? Speed.
Bitcoin took 12 years to reach a trillion-dollar market cap. It had to build the infrastructure, the trust, and the custody from absolute zero.
$NAT isn't starting from scratch.
It is born directly from Bitcoin L1 block data. The security is already built.
The trust is inherited. The miners are already integrated. We are running on the most secure rail in existence.
The grid is active. 🚀💨
#NAT #Bitcoin #DMT
English
@oldmoney_sats 社区热闹不如逻辑硬，$NAT这种和BTC算力深度绑定的资产，才是能穿越周期的，不是靠喊单，是靠算力和链上数据说话，好好研究一下别踏空
中文
为啥 $DOG 社区这么热闹，却一直
都没啥效果？价格跌成狗屎了！
David Gokhshtein@davidgokhshtein
What other community is as loud as $DOG?
中文
修哥，下午好！聊到这里，你有没有发现一个脉络：
比特币上的铭文、符文和各种协议，本质上都是在为 #NAT 的诞生做铺垫。它们最初的出发点一致——解决比特币矿工的收入问题，保障网络长期安全。
为什么这个问题如此致命？因为比特币网络的安全结构已经极度失衡：每四年奖励减半，挖矿成本却居高不下，未来区块奖励趋近于零。这种日益薄弱的网络安全，让大资金迟迟不敢真正拥抱所谓“数字黄金”。一个对照很刺眼：2025年实物黄金全年上涨75%，总市值一度突破34万亿美元，是比特币总市值的22倍。
经过两年验证，铭文这条路已被证伪——它根本解决不了矿工的收入问题，更撑不起比特币的安全底线。
回过头看，铭文的出现不是偶然。它更像是上帝提前埋下的伏笔——用两年时间试错、证伪，最终让 TAP @tap_protocol技术迭代，解析出比特币区块里的“数字物质”，发现 $NAT。
至此，真正完成比特币网络安全、有保障的历史使命。
中文
Ordinals 之後
BTC 生態其實已經跑完幾輪週期了
現在回頭看
我認為可以很清楚分出哪些是真的留下來
哪些只是吃到 BTC 敘事紅利
Ordinals 成功了
BRC20 是成功的流動性實驗
Runes 技術更合理 但市場沒有完全接住
Stamps Atomicals Alkanes 還是小眾技術實驗
BTC L2 正在大洗牌
BTCFi 才是後面真正值得看的主線
Ordinals 最重要的地方
不是圖片有多值錢
也不是某些銘文炒到多高
而是它證明了一件事
BTC blockspace 不只可以拿來轉帳
也可以承載文化 資產 資料 和金融敘事
目前 Ordinals 已經有超過 1.26 億筆 inscriptions
累積 inscription fee 約 4460 BTC
這不是短期噪音
這是 BTC 使用方式真的被改變了
但 BRC20 的情況就不一樣了
BRC20 成功打開了 BTC fair launch 的文化
ORDI SATS 這些資產讓市場第一次大規模交易 BTC 原生 token
可是今天回頭看
BRC20 更像是一輪流動性實驗
它成功在敘事
失敗在大多數 token 沒有實際用途
-
Runes 本來被市場期待是 BRC20 的升級版
因為它更貼近 UTXO
資料結構也更乾淨
但目前 Runes 的市場規模並沒有真正爆發
大部分價值還是集中在 DOG 這類 meme 資產
所以Runes 是
技術上成功
市場上還沒成功
Stamps 和 SRC20 比較特殊
它走的是更永久 更不可修剪的資料儲存敘事
但問題是
市場不一定願意為「更永久」付出更高流動性溢價
所以它會留下
但更像小眾收藏文化
不太像下一個大規模資產發行標準
-
Atomicals / ARC20 也是類似
它的 UTXO 原生設計很有意思
用 satoshi 當資產單位的概念也很 BTC native
但技術有特色
不代表市場一定會買單
-
Alkanes 則是
試圖把 smart contract / WASM 這套東西帶到 BTC L1 metaprotocol
BTC 上可編程性如果真的跑通
價值很大
但現在離落地還有一段時間
-
BTC L2 是這輪最混亂的地方
Stacks 相對比較穩
有 sBTC 有 DeFi 有 lending 有真實 TVL
它比較像長期在做 BTCFi 的項目
Rootstock 也還活著
雖然不性感
但它一直有 EVM sidechain 和 DeFi 活動
Merlin 則是另一種代表
早期 TVL 和敘事很猛
但現在真正 DeFi 活動並不算強
這說明 BTC L2 不能只看橋上資產
還要看交易量 用戶留存 收入 和安全模型
-
真正目前最像成功案例的 BTCFi
我認為是 Babylon
因為它抓到 BTC 最大的需求
BTC 持有人不是沒有資產
而是不想把 BTC 拿去亂橋
不想承擔看不懂的智能合約風險
如果可以保持 self-custody
又能讓 BTC 參與 staking 或成為經濟安全層
那市場自然會有需求
-
Ordinals 之後
BTC 生態沒有死 只是進入了冷靜期
中文
大家好，我是 NAT-星Y
最近很多人问我，为什么始终坚守 DMT-NAT？
DMT-NAT 是比特币生态唯一底层协议锁定、885588区块后唯一同步矿工区块奖励的原生资产。
代码写死 let tick_lower = "dmt-nat".to_string() 、锁定高度 885588，机制不可篡改、无可替代。
为什么它是真价值？
- ✅ 矿池实锤：蜘蛛矿池、鱼池等头部矿池已上线，同区块双挖BTC+NAT，矿工无需额外算力操作。
- ✅ 交易所强上：CoinEx、BitMart、MEXC 等多家交易所主动上线，流动性与共识持续爆发 。
- ✅ 底层绑定：DMT-NAT 与BTC同算力、同区块、同地址，是BTC正统伴生资产，全程跟随BTC生态红利。
我为什么坚持？
我不赌短期涨跌，只信代码确权+矿工共识+生态落地。
从早期小众社区，到如今数万真实持有者+头部矿池+多家交易所入驻，历经洗盘依然稳扎底层。
我始终坚信：
DMT-NAT 有协议背书、有矿池支撑、有交易所认可，时间终会兑现底层价值。
感恩遇见！感恩有您❤️
$nat #NAT #BTC #矿币 #伴生矿
中文
经历过上一轮的人都知道：
最安静的时候，往往不是终点。是中间的那段路。
看不懂的人会觉得“没戏了”。
看得懂的人知道——这才刚开始。
中文
被误读的价值：NAT为何被市场当成铭文，而非比特币的安全基石
引言
当SpiderPool于2026年4月宣布正式上线NAT双挖分发机制，使矿工在每约10分钟产出比特币区块的同时同步获取NAT代币奖励时，这一里程碑事件理应在加密社区引发更深刻的讨论。然而，令人遗憾的事实是，NAT在大众市场的认知中，仍然与ORDI、SATS等铭文资产被归为同一类——一个“叙事性资产”，一个投机工具，而非它真正所是的：比特币网络长期安全的核心解决方案。
这种认知错位，正在让整个行业错过一个本应被严肃对待的价值命题。
一、铭文狂欢中的NAT：被淹没的异类
回顾2023年以来的比特币生态，铭文无疑是最火热的话题之一。从ORDI到SATS，从BRC-20到Runes，数以千计的铭文资产涌入市场，创造了惊人的财富效应。然而，喧嚣之下也有隐忧——ORDI这种曾经的龙头，在钱包铭文交易区每天成交量几乎挂零，其市值早已被一堆短期炒作项目甩在后面。大量铭文资产缺乏实质性的功能支撑，沦为纯粹的投机载体，社区内充斥着“一个月翻几倍甚至几十倍”的短线套路。
正是在这样的市场氛围中，NAT被简单粗暴地贴上了“又一个铭文项目”的标签。市场的普遍认知是：NAT和铭文一样，本质上是比特币链上的另一种资产发行方式，价值的核心在于“叙事”——即DMT（数字物质理论）这个听起来高深莫测的故事。这导致大量投资者和观察者仅将其视为一种投机标的，追逐短期价格波动，而非深入理解其技术内涵与长期价值。
但NAT与铭文的区别，绝非仅仅是技术细节的差异，而是根本范式层面的分野。
二、被遮蔽的真相：NAT到底是什么？
要理解NAT为何与众不同，首先要理解它背后的DMT理论。DMT的全称是Digital Matter Theory——“数字物质理论”。它的核心逻辑是：Bitcoin的每一个区块里都有原生数据，例如block height、bits、nonce、hash、timestamp等。这些数据不是项目方拍脑袋写出来的，而是Bitcoin运行过程中自然产生的历史痕迹。DMT试图将这些原生数据转化为可被命名、索引、铸造和组合的“数字物质”。
而NAT的全称是Non-Arbitrary Token——“非任意代币”。绝大多数加密代币的发行规则、总量和分配方式都是由项目方任意设定的，无论是团队预留、预挖还是私下分配，本质上都带有某种程度的人为随意性。但NAT截然不同：其供应量完全由比特币区块头中的“bits”字段决定——这个字段直接编码了比特币网络的挖矿难度。也就是说，NAT的总量和发行速度并非由任何人选择，而是由比特币网络自身运行的物理规律所决定。
这种非任意性带来的直接后果是：NAT的供应量可预测、不可操纵。比特币有15年以上的公开数据可供交叉验证，任何人都可以自行推算出NAT未来的发行节奏——这在加密行业中几乎是绝无仅有的特性。
三、被轻视的使命：NAT如何保卫比特币网络
如果将铭文视为比特币链上的“数字涂鸦”或“NFT载体”，那么NAT的角色要严肃得多，也根本得多——它是比特币网络长期安全预算的一个结构性解决方案。
比特币的安全性依赖于工作量证明（PoW）机制，矿工通过投入算力来保护网络，并获得区块奖励和手续费作为回报。然而，比特币每四年减半一次，区块奖励持续减少；到2140年左右，区块奖励将趋近于零，届时矿工的收入将几乎完全依赖交易手续费。但残酷的现实是，比特币并未被广泛用作点对点电子现金，目前的交易手续费收入远远不足以支撑一个足够庞大的算力市场。这带来了一个长期隐患：当区块奖励持续萎缩而手续费无法填补缺口时，矿工的激励将显著下降，算力随之流失，比特币网络可能面临51%攻击的风险——即所谓的安全预算危机。
NAT的设计正是为了解决这一根本性困境。每个比特币区块都会产生一定数量的NAT（通常在3.86亿枚左右），并且这些NAT直接分配给挖出该区块的矿工。这意味着矿工不需要任何额外硬件改造，就能在每个区块中获得BTC和NAT双重奖励。NAT的发行量与bits字段呈反比：当全网算力上升、难度增加时，bits数值下降，新生成的NAT数量也随之减少——这种设计将NAT的供应直接与比特币网络的安全强度绑定在一起。
按照NATpaper的分析，当NAT的市值达到约3500亿美元时，每个区块的双重奖励就能翻倍；当达到约5000亿美元市值时，单块奖励将覆盖矿工的运营成本。更重要的是，2026年4月全球第四大矿池SpiderPool已正式上线NAT双挖分发机制，这标志着大型矿池对NAT价值的实质性认可。
NAT不是为了“发币”而存在的投机工具，而是比特币安全模型中一块缺失的拼图：它不会改变比特币的货币政策，却能以“伴生矿”的形式为矿工提供可持续的补充性收入，从而确保即使区块奖励趋于归零，比特币网络仍然拥有足够的经济激励来维持其全球最安全的计算网络地位。
四、认知错位的根源：为何市场看不到NAT的真实价值
市场将NAT误读为铭文，背后的原因值得深思。
中文