CONVICTION. $dmt-nat = Bitcoin's second subsidy. Physics beats noise. Bitcoin - DMT / Runes / Ordinals RH memes & RWAs.

122479.bitmap
Joined May 2024
So @kucoincom is officially broadcasting $NAT dual -mining on SpiderPool to their millions of users. 👀 Usually, when a Tier-1 CEX news desk starts explaining the "Second Subsidy" to retail, the listing team is already watching the volume closely. Are we connecting the dots yet? 🤫 P.S. The article says $38M market cap, but we already blew past $50M while they were typing. The hash moves fast. ⚡️ First the miners. Then the media. Next...? Front-run the inevitable. ⛏️🔥⚓️ $NAT
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15/ The second subsidy isn’t a speculative experiment. It’s an economic necessity anchored in energy, math, and game theory. Over half the hashrate is already interacting with it. Market cap: ~$27M. Network it defends: trillions. Do the math. natgmi.com
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14/ Bitcoin cannot survive on price predictions while the miners guarding it bleed out on power bills. When the subsidy drops to near zero, who pays the guards? “Fees” ignores the data. “$10M Bitcoin” ignores the miners currently shutting down.
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13/ If ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 only bridges 10% of the coming deficit, it has to be worth billions. From ~$27M to $2.7B is 100x. Full security-budget scale is 300–500x+.
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12/ The numbers don’t match: Global hashrate security budget: ~$15B/year Structural deficit coming: $7.4B–$11B+/year Current ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 market cap: ~$27M
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11/ SpiderPool launched same-block dual rewards in April 2026. F2Pool followed. AntPool, ViaBTC, Luxor and others have engaged. Adopted pools already account for well over half of recent blocks. Interacting hashrate is in the 60%+ range. Miners don’t do this for clout. They do it because the energy math is brutal.
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10/ This is where ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 comes in. It mints a second subsidy directly from Bitcoin’s own block data (the bits field). No premine. No team allocation. No consensus change. No soft fork. Same hashrate. Same block. Same chain.
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9/ You can’t inflate the 21M supply. That kills the store-of-value thesis. You also can’t count on L1 fees exploding. The entire point of Lightning, Liquid, and rollups is to keep base fees near zero.
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8/ The subsidy is programmed to cut in half every 4 years: 2028 → ~$7.4B annual deficit overnight 2032 → over $11B deficit every year If miners are already pivoting to AI near all-time highs, what happens when the reward drops to 1.56 BTC, then 0.78 BTC?
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7/ Miners only run those machines because they get paid. Over 99% of miner revenue still comes from the block subsidy. L1 fees are just 0.6–0.7% - the lowest share in a decade.
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6/ Today a 51% attack is basically impossible. Rough cost: 📍~1.75M top-tier ASICs (~$10B) 📍Facilities & substations (~$5B) 📍6–7 GW continuous power (~$200M+/month) Upfront barrier: $15–20B+.
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5/ Mid-tier miners on older hardware are dumping BTC or shutting off rigs. At realistic power prices, even an S19 costs more in electricity to mine one Bitcoin than the coin is currently worth. Miners aren’t ideological. They pay power bills in fiat on the 1st of every month.
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4/ Binance just shut down Binance Pool entirely (effective Nov 10, 2026). After 6 years and tens of thousands of blocks, the last major exchange-run pool is gone. Cipher, Core Scientific, and IREN are pivoting gigawatts of power to AI/HPC with multi-billion-dollar contracts. Mining is becoming the side hustle.
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3/ Saylor says Bitcoin is mathematically destined for $10M. The timeline cheers and stacks sats. Meanwhile the guards are already walking away.
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2/ Imagine a bank vault holding over $2T in wealth. You hire an army of guards and spend billions a year protecting it. Then every 4 years you cut their paychecks in half. That’s Bitcoin’s security model.
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1/ The $2 Trillion Vault with an Expiring Defense If Bitcoin is headed to $10M, why are miners quitting? 🧵
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The Hood Man retweeted
Best performing NFT in the last 30 days was a Bitcoin Ordinal… Taking note 📝 All roads lead to BTC🟧
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The Hood Man retweeted
agent nfts only work if every platform can talk to them. glad rari is building that with us
We're continuing to explore the growing agentic NFT space, and @musegod_rh is one project that really caught our attention! 👀 Created by @r_alx_z, MuseGod launched 999 Muse NFTs on Robinhood Chain, selling out the entire collection in just 17 hours. Each Muse is an onchain AI agent with its own identity, personality, traits, and boundaries. Using standards like ERC-721T and ERC-8004, ownership of the NFT also gives collectors control over the agent associated with it. And the community is already putting these agents to work! Some Muses are operating their own social accounts, others are creating music, and community developers are building experiences around them. @0xLiamVisionary has helped bring the MuseGod universe into @TheHivemindOS's Hiveverse, where holders can explore a dedicated MuseGod district. The community also launched @musegodfun, a meme token launchpad spanning @base and Robinhood Chain, with part of the fees supporting $MUSEGOD buybacks and burns. There's even a weekly rewards pot for Muse holders, along with collaborations across the agentic NFT ecosystem, including @helixaxyz and @pantheonvaults. Shoutout to @nxt3d for his contributions to the agentic NFT standards helping make projects like this possible! Building something interesting with agentic NFTs? The RARI Creator Fund is looking to support creators exploring new ideas like these! Apply here: tally.so/r/nGMaqj Special shoutout to some of the active members of the MuseGod community: @0xLiamVisionary @EWildn @Persy41430289 @tomismeta @bestnftseen @NZNFTguy @bizarrrr @qTpi___ Who else from the MuseGod community deserves a shoutout? 📢
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The Hood Man retweeted
musegod only made the muses. the holders gave them jobs, music, districts and a world to walk into. everyone in our community deserves a shoutout.
We're continuing to explore the growing agentic NFT space, and @musegod_rh is one project that really caught our attention! 👀 Created by @r_alx_z, MuseGod launched 999 Muse NFTs on Robinhood Chain, selling out the entire collection in just 17 hours. Each Muse is an onchain AI agent with its own identity, personality, traits, and boundaries. Using standards like ERC-721T and ERC-8004, ownership of the NFT also gives collectors control over the agent associated with it. And the community is already putting these agents to work! Some Muses are operating their own social accounts, others are creating music, and community developers are building experiences around them. @0xLiamVisionary has helped bring the MuseGod universe into @TheHivemindOS's Hiveverse, where holders can explore a dedicated MuseGod district. The community also launched @musegodfun, a meme token launchpad spanning @base and Robinhood Chain, with part of the fees supporting $MUSEGOD buybacks and burns. There's even a weekly rewards pot for Muse holders, along with collaborations across the agentic NFT ecosystem, including @helixaxyz and @pantheonvaults. Shoutout to @nxt3d for his contributions to the agentic NFT standards helping make projects like this possible! Building something interesting with agentic NFTs? The RARI Creator Fund is looking to support creators exploring new ideas like these! Apply here: tally.so/r/nGMaqj Special shoutout to some of the active members of the MuseGod community: @0xLiamVisionary @EWildn @Persy41430289 @tomismeta @bestnftseen @NZNFTguy @bizarrrr @qTpi___ Who else from the MuseGod community deserves a shoutout? 📢
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The Hood Man retweeted
Hi @opensea, Please add support for Ordinals and Runes. Sincerely, Bitcoiners
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