iman 🟧

If you believe in building for #Bitcoin you should build using the DMT framework Everything else on Ordinals is a rehash of what has been done on ETH and beyond Utilizing block data for digital creation is native to Bitcoin and only enhances the value of the God chain

Platform looks beautiful now that it is alive 😭 Starting to see some NAT launch activity More migrations = more NFTs being distributed This is how we bring NFTs back from the dead

NAT.FUN is live! We walk through @natdotfun, Vibe Studio, BlockPad, and why Bitcoin patterns are the foundation for a new token class. Bear-market timing is the point. Less noise, more signal for substance to shine. Build Different with us 🟧👇🏼 NAT.FUN is LIVE! Welcome To The Era of Digital Substance! In this episode, we finally launch @natdotfun and walk through everything behind it. What started as an idea during the quiet parts of the market has turned into a full platform built around a simple question: what if creators didn’t have to guess pricing, front-run their community, or rely on broken NFT mechanics to succeed? Instead of starting with arbitrary collections, NAT.FUN flips the model by letting tokens trade first, allowing real market demand to decide what gets created and what actually matters. We break down how the system works from the ground up. Tokens launch on a bonding curve, and if they reach a defined threshold, they graduate. At that point, NFTs are distributed to holders, and true price discovery begins. Everything is anchored to Bitcoin data, introducing a new class of assets called non-arbitrary tokens. This isn’t just a design choice; it’s a shift toward using the most secure on-chain data created by mankind as an immaculate creator substrate. A major part of the platform is the VIBE STUDIO, which opens the door for anyone to create. Instead of needing technical skills or a full team, you can use AI to generate, refine, and iterate on collections in real time. More importantly, you can do it in public. The market reacts as you build, giving immediate feedback through price and participation. That loop between creator and market is the core of the experience, and it changes how projects evolve from day one. We also explore how this ties into a bigger shift happening across crypto. NFTs didn’t fail because people lost interest in digital ownership. They failed because incentives were misaligned. Creators got paid upfront, communities were left holding risk, and there was no mechanism to sustain momentum. NAT.FUN is designed to realign that relationship by tying creator earnings to ongoing activity instead of a single launch moment. Underneath all of this is a deeper framework rooted in Bitcoin and Digital Matter Theory. The idea is that block data isn’t just historical record keeping, it’s a substrate for creation. Patterns within Bitcoin can be discovered, named, and turned into assets that evolve over time. That opens up a completely different way to think about tokens, NFTs, and even the creator economy itself. If you’re a builder, this is a new playground. If you’re a collector, this is a new way to participate in early ideas before they fully form. And if you’ve been watching crypto feel repetitive, this is an attempt to push things forward again. Right now, the platform is live, and what it becomes from here depends entirely on what people decide to build.

We finally did it chat! With the launch of @natdotfun we’re finally entering phase 2 of DMT’s epic story. This all started with the release of the Digital Matter Theory (DMT) protocol and the creation of $NAT about 2 and a half years ago, but really this has been an 8 year journey to get to this point. When Will and I first started exploring crypto, we launched a podcast as a way to document the journey in real time. We believed that by openly navigating the space together, we could not only deepen our understanding of crypto’s fundamentals, but also build a community of like-minded people driven by the same curiosity and desire for opportunity that consumed us after the 2017 era. At the center of it all was one question on our mind: Was crypto our generation’s chance to introduce something as civilization-shifting as the internet, or was it all just one massive scam? Through every boom and brutal bust cycle that followed, our conviction evolved in many directions. But beneath all of it, one belief remained constant. It was that crypto had the potential to fundamentally transform the creator economy in ways that were impossible before onchain value creation and distribution existed. That belief led us down multiple paths in developing new tools and support systems for creators trying to find their place in crypto. From experiments in the metaverse through Decentraland and Bitmap, to helping creators carve out their identity within the DMT Ordinals landscape, every step has been part of the same pursuit. But where we’ve arrived today is where we believe we can make the greatest impact. Because we’ve set our sights on what we believe is one of crypto’s biggest problem, its lack of substance. In a world where nearly every asset is conjured out of thin air, how could we ever expect people outside of crypto to develop genuine respect for the things we create? Crypto has become synonymous with vapor because, in most cases, that’s exactly what it is. What’s missing is substance. An underlying fabric that gives meaning, permanence, and legitimacy to digital assets. And up until now, the only thing crypto has produced that has truly demonstrated those qualities is Bitcoin. Its security, longevity, and ability to harness real-world energy in order to preserve value in cyberspace have made it the industry’s only undeniable source of digital substance. Yet over the years, the industry has done everything in its power to drift away from Bitcoin as the anchor of value. What we aim to do is recenter crypto around it. This is what DMT is about. We believe digital assets should emerge from the same underlying fabric that gives Bitcoin its significance. That fabric exists within Bitcoin’s expanding data layer, the structured stream of information the network continuously assembles, verifies, and cements into reality every ten minutes with each newly mined block. This is where we discovered substance through the release of $NAT, and where we believe all future manifestation of digital assets should originate from as well. NAT.FUN is our attempt to bring this vision to life by combining the familiar launch mechanics of Solana-based tokens with the non-arbitrary substance of Bitcoin’s underlying data substrate through the DMT framework. At its core, the launch experience of Non-Arbitrary Tokens on NAT.FUN remains approachable and familiar, but with a refreshing new twist. Bonding curves still act as the liquidity engine, but layered on top is an entirely new format for asset genesis and issuance, one where fungible and non-fungible assets inherit their properties of existence from Bitcoin itself. Truthfully, we have no idea how far this experiment can go. But we believe crypto has spent long enough creating things from nothing. It’s time to start building from a foundation of substance instead. If we’re right, this marks the beginning of a radical shift for crypto. And with any meaningful shift comes friction. People will have to wrestle with the implications of change, which requires an open mind and a willingness to consider that much of what that arbitrary crypto era has produced up until now may have simply been the testing ground for the emergence of non-arbitrary substance. Once you can comfortably swallow that pill, an entirely new world of opportunity begins to open up. Your mind starts to wander toward the possibilities of what can be built when digital assets derive their existence from Bitcoin’s richest untapped resource: its data. To everyone who has followed our journey to this point, I sincerely appreciate your support. I’m not someone who came from an Ivy League background. I didn’t grow up wealthy, and I don’t have deep-rooted connections within the crypto industry. What I do have is genuine conviction in the things I pursue, and genuine care for the future prospects of the industry I’ve come to view as my life’s calling to work to improve. That conviction is what has pushed me and my team to continue breaking through walls of resistance in order to fully realize this vision. Looking forward to breaking some shit with all of you as we start experimenting with DMT. Let the good vibes roll and don’t be afraid by what you see once you experience this new reality 👁️👁‍🗨👁️

The upcoming TAP Protocol update, and all the individual announcements to follow, represent a FULL ecosystem update Some for TAP Some for @TracNetwork And some for both All in all, once we start, expect back-to-back-to-back announcements over the coming weeks Are you ready?

🔥🔥🔥👍🏻宁波社区线下共识者在大学旁边摆摊宣传$NAT 唯有这种项目才敢这样去分享，感恩一直付出的小伙伴，下一位幸运者就是你了🚀🚀🚀🚀🌈🌈🌈

用持有2011年的BTC的心态持有2026年的 $DMT-NAT ，学习2011年早期BTC建设者的建设之路，或撰文、或布道、或线下、或论坛、或邮件、或办会、或围绕开发赋能的产品，凝结更多NAT共识，汇聚溪涧之水为江河洪力之流，就会形成不可逆的合力，就会形成不可逆的历史趋势 —— 在量变上努力，并等待质变的发酵

🇨🇦To all my fellow Canadian people check out $NAT it is trending for a reason. Every new Bitcoin block gives miners an extra $NAT reward on top of their Bitcoin payout. Built within Bitcoins own data which will keep mining strong for decades as Bitcoin rewards get smaller. If you live in Canada and into BTC, this one is worth checking it out while it’s still early! DYOR $BTC #Canadian

What does the projected $NAT emission schedule look like?

By far the most undervalued eco system and its NAT even close. $TNK $TAP $DMT-NAT

蚂蚁都知道nat

This is exactly the kind of structural shift that makes #NAT so critical for Bitcoin’s future. While central banks are stuck reacting to inflation and adjusting rates, Bitcoin’s security is rooted in the immutable Nakamoto-style consensus $NAT represents. It’s not just about surviving market volatility — it’s about building a system where trust is enforced by math, not monetary policy. That’s why #NAT isn’t just a protocol upgrade; it’s the ultimate security solution for the entire Bitcoin network.

头部五大矿池里四家已启用 $NAT SpiderPool、F2Pool同步将NAT下分发至个人矿工账户。

The multi-billion dollar infrastructure is officially weaponizing a $40M asset. The path to $1B is mathematically locked. Here is the breakdown. 👇 1/ SpiderPool didn't just integrate $NAT on the backend. They just slapped it directly on their front page. 🕸️ This is a seismic shift in the grid. The heavy machinery isn't just mining the Second Subsidy quietly anymore - they are weaponizing it for market share. 🧵👇 2/ Why does a top-tier Bitcoin mining pool aggressively promote a $40M L1 asset to every single visitor? Because hashrate is strictly mercenary. They are securing sustainable miner revenue. The Bitcoin L1 security budget was starving, and @tap_protocol integration just fed the grid. 3/ This triggers an absolute, thermodynamic flywheel. By front-facing $NAT, SpiderPool boosts their yield visibility to attract more miners. Game theory takes over: F2Pool, AntPool, ViaBTC, and Luxor are now forced to publicly promote their own $NAT payouts just to defend their hashrate. 4/ The market is entirely mispricing this. They are treating $NAT like an arbitrary $40M token, completely blind to the fact that multi-billion dollar infrastructure providers are fighting over it. A $1 Billion Market Cap isn't some retail moonshot. It is the mathematical baseline. 5/ Capital always flows to where the physical infrastructure builds. While the masses play with EVM vaporware, the heaviest industrial players in the world are locking in the true L1 Medium of Exchange. The grid is active. The Second Subsidy is scaling. Don't fade the heavy machinery 🔥 #NAT #Bitcoin #DMT

蜘蛛矿池（@SpiderPool_com ）又开始推广NAT项目，我第一次进入其官网，满眼都是NAT联合挖矿的相关宣传

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

NFTs died for a reason. We found the fix. Before pushing @natdotfun live, we break down our personal experience developing NAT.FUN in an attempt to join the company of other crypto native projects that have achieved product-market fit. We also explain why old NFT launches were broken, and why Solana rails + Bitcoin anchoring might actually work. Watch👇 THE OLD MODEL DIED. NOW WHAT? | Our Predictions for DMT and NAT.FUN | TBR #315 Episode 315 is really a thesis episode about what counts as real product-market fit in crypto and why so few projects ever reach it. We use names like @tether, @circle, and @HyperliquidX to set the bar, not because we are copying those businesses, but because those examples prove the market does eventually reward products that solve something concrete. That creates the central tension running through the conversation: if most crypto revenue is concentrated in only a handful of serious systems, then anything new has to earn attention through substance, not just narrative, aesthetics, or timing. From there, the episode opens into a broader discussion about structural problems people would rather ignore until they become unavoidable. We connect crypto incentives to a wider world that is already being reshaped by AI, labor disruption, and rapidly changing market behavior. That thread matters because it explains how they think about $NAT. Not as a gimmick or a short-lived trade, but as an attempt to engage with an uncomfortable problem early, while most people still prefer easier stories. The heart of the conversation is the NFT thesis. The argument is that NFTs did not fail because digital ownership itself was meaningless. They failed because the original economic design was broken. Creators were rewarded too early, communities absorbed too much downside, and once the initial sale was over the alignment between builder and holder degraded fast. The alternative we describe is a model where creators stay financially connected to what happens afterward, so long-term progress, participation, and community growth matter more than a one-time extraction event. That idea becomes more powerful in an AI-native environment where more people can create, more content can be produced, and attention becomes even less reliable as a signal of value. A recurring theme in the episode is that better systems should help creators and markets discover viability earlier, while keeping the feedback loop alive after the initial speculation. The discussion around community participation, UNAT distribution, and ongoing alignment points toward a platform that tries to turn market interest into something more durable than hype. The final layer is the infrastructure thesis underneath all of it. We explain why we want the speed and usability of @solana, while keeping the deeper supply logic and source of truth anchored to Bitcoin through DMT. In our view, Solana makes the experience usable, but Bitcoin gives the system a stronger substrate than most digital assets can claim. That combination is what gives the episode its bigger point of view. This is not just an argument for better NFTs. It is an argument that creator tools, token design, and base-layer credibility all matter more when they reinforce each other instead of pulling in different directions.

Will do

Why does the $1B Marketcap number matter for $NAT?