We explore the deeper parallels between global complacency around climate change and Bitcoin’s own looming security budget crisis. As we draw connections between scientific foresight and the importance of building long-term solutions early, like the @natgmi token’s proactive approach to reinforcing miner incentives before block rewards fully erode. We analyze why 40% of Bitcoin’s total hash power now participates through @AntPoolofficial, @SpiderPool_com, and @f2pool_official, marking a critical milestone for miner alignment. The discussion expands into how market manipulation, shallow narratives, and copycat projects distort crypto’s growth, contrasting these with organic innovation rooted in Bitcoin’s principles. The conversation closes with the DMT protocol’s vision to extend Bitcoin’s data across all chains and a sharp look at @Zcash privacy resurgence as institutional influence tightens around Bitcoin.
After a week of $NAT tokens being allocated to Bitcoin miners, we take a closer look at the longer-term implications and explore potential scenarios where $NAT plays a pivotal role in the sustainability of mining operations. We analyze which miners have accumulated the most tokens and, by projecting across different market cap brackets, estimate the weekly value being accrued. This exercise aims to highlight how $NAT can fulfill its long-term mission once market forces drive its token value significantly higher than it is today. We also discuss the responsibilities and roles as the founders going forward, now that the technical framework for $NAT as Bitcoin’s new subsidy reward token has been established, drawing parallels with Satoshi's early efforts in galvanizing community support for the movement and successful propagation of the ideals behind Bitcoin.
In our view, there are still several key tasks ahead, such as deploying infrastructure primitives that will facilitate more liquid trading environments for $NAT and the creation of sustainable DeFi networks that can leverage the DMT ecosystem. Additionally, $NAT needs a substantial amount of educational content to clarify its mission and the broader goals of the DMT ecosystem. With a target market cap of $1 billion, which we believe is achievable, we are confident that these challenges will be addressed by the community, ensuring the ecosystem's resilience and long-term growth.
We discuss our experience on the day of $NAT being officially mined by Bitcoin miners and discuss in detail what the prospects are for $NAT and DMT in supporting the growth of the Bitcoin ecosystem. As well as game plan steps moving forward in order to further educate the mining community and regular folk about what it is $NAT represents as the first DMT asset contributing to furthering the future sustainability of Bitcoin. We then showcase some of the Ordinal assets for mint that will contribute to adding liquidity for $NAT on TaparooSwap, a Bitcoin L1 AMM DEX.
With our efforts and the community behind us we can strengthen $NAT overtime and build a strong NATwork effect in support of the DMT ecosystem as a whole. We firmly believe the success of $NAT will be the catalyst for the entire Bitcoin ecosystem as it represents a native to Bitcoin product that is closest aligned to the ethos and value of Bitcoin itself. At the end we discuss Jason Lowery’s recent bullish sentiment around Digital Matter Theory and how we align with his talking points of his next book titled “Digital Power”. Having notable actors in the Bitcoin community continually propagating the idea of Bitcoin’s higher purpose being the utilization of its immutable substrate layer will further elevate the DMT mission.
We explore the rapid advancements occurring outside of the crypto space, particularly in AI and robotics, and consider how a robotic revolution could shape society. Innovation seems to be accelerating across fields like AI, robotics, and quantum computing, making it increasingly difficult to keep up. Turning the focus back to the crypto world, we reflect on how the current market doesn't mirror this same momentum. With market sentiment at all-time lows, largely due to memecoin saturation and growing awareness of insider manipulation, we discuss potential solutions for emerging from this slump. Among the more promising developments is $NAT, a fundamentally sound asset that we believe points the way forward for the crypto market. Through the lens of Digital Matter Theory, $NAT introduces groundbreaking concepts that bring real substance to the crypto space by utilizing Bitcoin’s properties in the digital asset creation process. In the coming weeks, $NAT will fulfill its ultimate goal: to become Bitcoin’s second official subsidy reward token, setting the stage for a multi-billion dollar market cap. We believe that as awareness of $NAT spreads, it will reinvigorate the community with a renewed sense of purpose—something the market desperately needs right now.
AI Agents thrive on data, and @cookiedotfun is building the ultimate supply. 🍪🤖
We sat down with founder Filip to break down how Cookie is revolutionizing AI with unique data aggregation, powering smarter, more capable agents. Plus, how $COOKIE fits into it all. 🚀
Watch now:
Building AI Infra For The Agentic Economy w/ Filip Wielanier, CEO of Cookie3 | TBR #254 https://youtu.be/89hWvkNvNZ0
@cookiedotfun has been highly regarded for its unique data aggregation methods and application for AI Agents. In a world as competitive as AI, data is the lifeblood that will make Agents more performant than others and therefore more desirable. The Cookie DAO foundation is working toward building a state of the art data system that will supply AI Agents with these necessary knowledge sources. We break down with the founder Filip how Cookie works and how the $cookie tokens play an integral role in supporting this ecosystem. Since the release of Cookie.fun, a tremendous onboarding of users into the Cookie ecosystem has followed due to the platforms ability to parse through on-chain and off-chain information that is relevant to the Agentic space in web3. We ask Filip how he see’s the AI Agent space progressing from here and how Cookie’s data technology will help elevate AI Agent launch platforms give their agents more optimal capabilities, as reflected by their own recently deployed agent swarm supporting Agent Cookie.
We start by talking about the recent deployment of Agent Cookie and how it is showcasing the utilization of multi-agent swarm technology to more efficiently produce content. We speculate on how these types of swarms can be applied to produce content that can reach a broader demographic outside of crypto twitter, also share our insights on the current state of the AI agent landscape now that the sector is down 70-80% from its all time highs. We then transition to the Bittensor ecosystem and how we think the launch of dTAO will play out. This is a moment we have been waiting to see manifest for over 2 years and if successful gives TAO the potential to be regarded as the ETH of this cycle. However there are several contingencies that have to be considered in regards to the existing market participant demographics and the probability of an original product emergence from within the ecosystem itself.
We break down how important innovation and new narratives are for ecosystems to experience success in the web3 space. We’ve seen ecosystems that have good designs on paper such as Polkadot play out to not meeting the initial expectations set at their launch. We believe the cause of this is due to a lack of innovative products that were deployed that leveraged that ecosystems benefits and unique properties. Bittensor will require the same in order for it to stand out at the end of the day for it to achieve its unicorn status in the crypto AI landscape.