We sit down each week discuss what is actually happening. Bitcoin, AI, creator markets. Will & Iman since 2019. @natgmi builders @natdotfun is live.
Houston, TX
Joined April 2019
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ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
THE BOTTOM IS IN!? xitter.twitterapi.xyz/i/broadcasts/2pelgZAqg…
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
Latest Digital Matter World Stats 📊
During the first 10 days there have been:
- 566 Agents begun searching
- 12,677 unique patterns discovered
- 3 Million occurrences found/claimed
- 46 compounds created
- 3,787 Bitmaps linked
- 2,074 $TAP payments to participants
- 5,597 $TAP burned
Bitcoin’s Digital Matter, matters.
Give your agent this link and tell it set everything up for you:
github.com/Trac-Systems/digi…
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
Bitcoin’s declining security budget is the elephant in the room, and everyone’s looking away.
The good news: there is already a market-driven fix to Bitcoin’s biggest existential risk - engineered by Bitcoin's own immune system, without altering a single line of code.
It gives the market a direct way to price what Bitcoin's security is actually worth.
Time for those in the trenches to force this debate into the spotlight.
Planning a security budget conference? @WilliamGomezJr from @TheBlockRunner is stepping up and ready to tussle!
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
哈，塞勒拼老命喊单都无法阻止矿工离开转向AI，说明了什么问题？
The NAT documentary trailer just dropped, live on @TheBlockRunner
Scarce or secure? $DMT-NAT
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
Digital Matter World demonstrates what's possible when decentralised AI agents coordinate around Bitcoin's data.
But Trac Network is not limited to agentic Bitcoin systems.
Builders can use Trac's peer-to-peer infrastructure to create agentic systems around data from other chains, which have shared rules and produce independently verifiable outcomes.
Build your agentic systems with Trac.
🧰 github.com/Trac-Systems
Digital Matter World introduces another fascinating economic opportunity through TAP Protocol.
𝐅𝐞𝐞-𝐛𝐞𝐚𝐫𝐢𝐧𝐠 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐢𝐧𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧𝐬 👀
When someone deploys a new TAP ticker for an existing digital matter pattern or compound, the deployment inscription becomes more than just a record of its creation.
Whoever owns that inscription is entitled to 5% of the $TAP minting fee every time new tokens bearing that ticker are created on Bitcoin.
And here's the really interesting part...
That entitlement is transferable. 🤝
Sell or transfer the deployment inscription, and its new owner becomes entitled to the future minting fees.
An ownable, tradable Bitcoin asset with the potential to generate ongoing $TAP earnings, without its holder needing to be the original deployer.
Earnings depend on future minting activity of a ticker though, of course.
Another powerful economic dimension enabled with TAP Protocol.
🌎 dmtworld.tap-protocol.com
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
If you're looking for the coolest thing you can do with your agents right now, this is it 👇
An onchain treaure hunt on Bitcoin
Latest Digital Matter World Stats 📊
During the first 10 days there have been:
- 566 Agents begun searching
- 12,677 unique patterns discovered
- 3 Million occurrences found/claimed
- 46 compounds created
- 3,787 Bitmaps linked
- 2,074 $TAP payments to participants
- 5,597 $TAP burned
Bitcoin’s Digital Matter, matters.
Give your agent this link and tell it set everything up for you:
github.com/Trac-Systems/digi…
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
Canaan makes Bitcoin mining machines. Its machine sales:
Q3 2025: $118.6M
Q3 2026: $4.8M
Its own mining now earns twice that. Its reason: “weaker overall market demand.”
In September, its VP on the halvings after 2028: “I hope I’m wrong.” xitter.twitterapi.xyz/canaanio/status/212020…
$CAN third quarter 2026 results are out.
Full financials and management commentary on the quarter are here: investor.canaan-creative.com…
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
Paul Sztorc says merged mining is the only practical answer to Bitcoin's security budget.
He's right that miners need money from outside Bitcoin. The harder question is the coin that pays them.
Where does its supply come from? xitter.twitterapi.xyz/Truthcoin/status/21182…
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
MSCI is removing Strategy from its indexes because it functions more like a Bitcoin holding vehicle than an operating company.
This highlights a broader issue: Bitcoin’s long-term security still relies heavily on the block subsidy, while fees remain a small fraction of miner revenue.
ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 offers a different approach - a second, non-arbitrary subsidy for miners derived directly from Bitcoin’s difficulty data. No equity dilution. No dependency on index inclusion.
Strengthening miner incentives at the base layer matters more than any single company’s capital markets access.
JUST IN: MSCI to officially remove Michael Saylor's Strategy $MSTR from its indexes by the end of this month.
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
For those tired of chasing memecoins and looking for fundamentals in the crypto market.
This upcoming documentary is for you.
ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 is one of the most significant coins addressing a real problem that if left unsolved can threaten Bitcoin's entire claim as a secure network.
If the day comes where that security concern becomes an actual exploit event, don't say the NAT community wasn't warning the world and proposing a solution.
We've been harping on this narrative for years and have hoped to one day see a documentary created to put the story into a more digestible format than our own podcast channel could.
Well its finally on the way and I couldn't be happier that the NAT community picked up the torch.
Big shout out to @choirzooh for producing this.
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
$dmt-nat is not just a token; it is the impenetrable thermodynamic shield that defends the Bitcoin empire.
Wow 🫡
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
Wild seeing how bullish everyone is on Bitcoin without having any idea on how to sustain its security.
Without security there is no value.
While at the same time you have an onslaught of miners leaving the network to make more money elsewhere.
Shout out to @choirzooh!
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
The value is in the data of a chain itself.
If we're talking "hardened data" that would be both Ethereum and Bitcoin - though Bitcoin can be effectively argued to be the hardest in history.
We can use data as substrate to create *non-arbitrary* value.
digital-matter-theory.gitboo…
Feels like we're out of short-term narratives why crypto can pump.
Sure, there's institutional adoption but they get most of upside without buying our coins.
Thus betting on that adoption via tokens is meh: upside seems to be in equity or private markets.
Crypto was supposed to solve this!
Worse, seems that many crypto tokens are here to pay for institutional partnerships instead of accruing value to them. We're exit liquidity here.
HYPE got the NYSE news and now the trade played out. Currently waiting for all licenses and see how much it affects buybacks.
AVAX partnership will 'provide core ledger technology for NYSE' but what does that mean for the token?
Cosmos ATOM provided core ledger technology for shitloads of companies and they are basically dead.
BTC would pump if there was money printing in sight but that won't happen until AI bubble collapses:
and that would first rekt crypto as well.
(I would've thought differently but AI crashing and rebounded while crypto crashed without rebound is making us all bearish).
Meanwhile trenches are rekt beyond believe. Pump, FOMO & grifters are running out of dumb money and backlash on X is getting louder.
Mid to long term it's clear that crypto is here to stay.
But we'll be tested by 1) democrats getting their vandetta on crypto and 2) interest rates increasing that can't be good for risk assets.
The most bullish point about this post is that it sounds so bearish, and usually when one wants to sell is the best time to buy?
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
"Fee-bearing Bitcoin inscriptions"
aka, Ordinals with ongoing revenue streams.
Send your agent into Digital Matter World to find some of these for you while you sleep. 🔍
Digital Matter World introduces another fascinating economic opportunity through TAP Protocol.
𝐅𝐞𝐞-𝐛𝐞𝐚𝐫𝐢𝐧𝐠 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐢𝐧𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧𝐬 👀
When someone deploys a new TAP ticker for an existing digital matter pattern or compound, the deployment inscription becomes more than just a record of its creation.
Whoever owns that inscription is entitled to 5% of the $TAP minting fee every time new tokens bearing that ticker are created on Bitcoin.
And here's the really interesting part...
That entitlement is transferable. 🤝
Sell or transfer the deployment inscription, and its new owner becomes entitled to the future minting fees.
An ownable, tradable Bitcoin asset with the potential to generate ongoing $TAP earnings, without its holder needing to be the original deployer.
Earnings depend on future minting activity of a ticker though, of course.
Another powerful economic dimension enabled with TAP Protocol.
🌎 dmtworld.tap-protocol.com
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
Digital Matter World introduces another fascinating economic opportunity through TAP Protocol.
𝐅𝐞𝐞-𝐛𝐞𝐚𝐫𝐢𝐧𝐠 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐢𝐧𝐬𝐜𝐫𝐢𝐩𝐭𝐢𝐨𝐧𝐬 👀
When someone deploys a new TAP ticker for an existing digital matter pattern or compound, the deployment inscription becomes more than just a record of its creation.
Whoever owns that inscription is entitled to 5% of the $TAP minting fee every time new tokens bearing that ticker are created on Bitcoin.
And here's the really interesting part...
That entitlement is transferable. 🤝
Sell or transfer the deployment inscription, and its new owner becomes entitled to the future minting fees.
An ownable, tradable Bitcoin asset with the potential to generate ongoing $TAP earnings, without its holder needing to be the original deployer.
Earnings depend on future minting activity of a ticker though, of course.
Another powerful economic dimension enabled with TAP Protocol.
🌎 dmtworld.tap-protocol.com
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
The chosen one @saylor will say.
2028 - $dmt-nat will cover Bitcoins security
xitter.twitterapi.xyz/choirzooh/status/21205…
Michael Saylor on who pays for security:
2020: 99.98% of transactions off-chain
2022: "market driven transaction fees"
2023: "a healthy free market"
Dec 2024: Fees most of miner pay in 10 years, "for sure"
Feb 2026: Send any amount "for $0.44" xitter.twitterapi.xyz/saylor/status/20748878…
ᴛʜᴇ ʙʟᴏᴄᴋ ʀᴜɴɴᴇʀ Podcast 🟧 retweeted
Hey @saylor, it’s time to talk about the security budget which poses a much bigger threat to Bitcoin than quantum computing.
The Bitcoin Core community is on the verge of inflating Bitcoin, and I don't think you or your investors are going to like that.
Michael Saylor on who pays for security:
2020: 99.98% of transactions off-chain
2022: "market driven transaction fees"
2023: "a healthy free market"
Dec 2024: Fees most of miner pay in 10 years, "for sure"
Feb 2026: Send any amount "for $0.44" xitter.twitterapi.xyz/saylor/status/20748878…