$NAT = oil to Bitcoin ➡️ make it invisible to the end user / Creator BSI / ratio analyst / short duration is next
Joined April 2020
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What would Satoshi do to futureproof Bitcoin?
Bitcoin = digital gold → ultimate reserve, fixed, inert, untouchable.
DMT-$NAT = oil → liquid, consumed, circulates, provides energy & lubrication so the engine keeps running.
If we follow that analogy, then “the oil” shouldn’t be something that sits idle in a vault (like gold), but something that continuously flows, gets burned in a useful cycle, and whose demand increases as the network becomes more important.
What do you expect from the “oil” ($NAT)?
1. Continuous usage → NAT must not be a dead token; there must be a reason to spend it.
2. Consumption function → just as oil is burned for energy, NAT must be used or “consumed” for services or access.
3. Tied to infrastructure → oil is valuable because airplanes, cars, factories need it. NAT must be valuable because miners, pools, apps, and users need it.
4. Price elasticity → the greater the demand for blockspace and miner-services, the more NAT is used as fuel → price rises organically.
How does oil reach mass users?
In the physical world, oil products (gasoline, plastics, energy) reached the masses because they were packaged into everyday applications. You don’t pump “crude oil,” you buy gasoline at the station or use plastic packaging.
For NAT, that means: mass users interact with NAT seamlessly through services they already use. They don’t need to become speculators—they “buy gasoline at the pump” without ever seeing the oil field.
Possible “gas stations” for $NAT:
Wallets & explorers that display $NAT balances and utility by default.
Mining pools that pay out partly in NAT → users/miners receive it automatically.
Bitcoin-layer services (marketplaces, gaming, ordinals, storage, domains) that use NAT as a fee or premium layer.
Bridges to real-world services (VPNs, energy payments, cloud storage) where NAT can be redeemed directly → just as oil provides energy, NAT provides digital energy.
Liquidity sinks: events where you must pay in NAT (mint costs, priority access, collectibles, notarization), ensuring natural circulation.
Smartest way to force mass adoption
The clever move is to make NAT invisible to the end-user.
Example: if someone wants to mint an Ordinal, they pay “0.0001 BTC 10 NAT.” The wallet handles this automatically (like a gas station handling both fuel and tax).
Or: NAT is the API key token for Bitcoin-native apps: every call consumes NAT in the background.
Just like you don’t think about how many liters of kerosene your flight consumes, the user doesn’t need to understand NAT—it just has to be baked into the price.
Conclusion in the analogy
BTC remains untouchable, like gold in the vault.
NAT is the liquid, circulating oil that keeps everything running.
Oil reaches the masses not through speculation, but through necessary consumption in services and apps.
The smart route: let NAT disappear into the infrastructure, where wallets, pools, and apps package it as the natural payment for “extra power.”
@TheBlockRunner @LeonidasNFT @rodarmor @MEonBTC @MagicEden @xverse @BenGruenbaum @mscribe @MrRosc @natgmi
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TK retweeted
The billion-dollar NAT target matters because at that point miners and Bitcoin maxis can no longer pretend it doesn't exist.
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TK retweeted
May 26
NFTs and Ordinals are dead.
@opensea is a sinking ship, @MagicEden performed their vanishing act, @Pumpfun could bring it all back, but they’re asleep at the wheel.
So we built pump for NFTs and put Bitcoin in the driver's seat.
Welcome To The Era Of Substance 🟧
NAT.FUN is officially LIVE! 1/ 🧵
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TK retweeted
𝐄𝐩𝐢𝐬𝐨𝐝𝐞 𝟐 𝐢𝐬 𝐋𝐈𝐕𝐄 🎙️
We recently sat down with the creators of the NAT token (@natgmi) to discuss Digital Matter and its first ever asset, NAT.
We covered its historic impact on Bitcoin miner revenue, and also some recent copycat attempts.
Timestamps 🔽
00:00 - Intro
05:45 - What is NAT & why launch it?
07:11 - Early demand for NAT
09:16 - NAT Grows With Bitcoin
13:01 - What Is DMT?
15:47 - NAT as Poster Child of DMT
19:25 - NAT Bitcoin's Second subsidy
20:31 - Bitcoin's Security Problem
23:01 - Why Organic Launch Matters
29:29 - How Value Flows Into NAT
33:05 - Other Proposed Bitcoin Fixes
40:17 - Bitcoin's Consensus Use Case
41:33 - Secondary use cases of NAT
53:34 - Why NAT Holds Value
1:00:26 - FUD, Critics & Copycats
1:03:14 - Beware of Scam Projects
1:07:02 - Authenticity Matters
1:09:23 - Why threat to TAP ignored
1:21:01 - NAT Strategy & Future
1:23:00 - NAT Movement at right time
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"Mea culpa" hurts too.
Multiple times I've layed out the Bitcoin/gold top in early 2025, also in replies to Raoul.
Too bad the 'DFTU' actually led to "fucked it up, again".
Problem now is, people still think this is a normal bearmarkt.
I BELIEVE CRYPTO LOST ITS RELATIVE OUTPERFORMANCE FOR A LONG TIME TO COME.
Place tour bets wisely.
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It wasn't hard to navigate, IF you were able to delete your bias AND do some PROPER technical analysis, which most are totally unable to do.
Real talk.
I know this market is super hard for a lot of you.
It's brutal and has been extremely hard to navigate, even for the most seasoned traders/investors.
I've personally taken a decent hit since portfolio highs and underperformed the benchmark overall, despite having some wins in 2025.
My best advice now, based on 7 years in this market (and almost completely wiping myself out twice), is:
1. Prioritise survival over all else - even if it means making less money short-term, you'll stay in the game for longer, which is a stronger predictor of long-term success.
2. Forget your portfolio's all-time high number. This is easier said than done, as even I wrestle with the comparison regularly. But it does no good. All you can do is your absolute best to allocate your current funds/income. This means making objective decisions based on what you think will happen from NOW, not on past performance (sunk costs). If this means you need to cut some bad positions at a loss, do it. The market doesn't care about your past bias. More broadly, this also includes assessing your ideal % allocation to the crypto space overall. Define your number (if you're more risk-off, it could be 5-10% - if you're more risk-on, 25%, and if you're 50% , make sure you have a good reason). There's no right or wrong, I just think it's important to make sure your actual positioning aligns with your real goals. Good rule of thumb: if you're panicking during this dip, you're probably overexposed.
3. Consolidate into quality assets only. This isn't the time to hold sub-par assets. Quality (in my mind) = revenue-generating assets, with strong PMF and survivability (due to business model/mindshare) during bad periods. These are the tokens that will bounce back the strongest (these are also represent the best R/R for fresh buys).
Remember, we've been here before. I became a millionaire in 2021 and roundtripped 80% of my gains in 2022. I saw half my portfolio get wiped in a day in 2020. I had millions in paper profits wiped towards the end of 2024. Markets are brutal. But that's where you get your edge. If you're able to be a true survivor, stay engaged when others simply aren't willing to, you'll have a huge advantage. Use these periods to learn, reflect, and level up. Investing/trading is an identity. You need to own it and not let price dictate your motivation. Does a pro athlete let a loss dictate their willingness to get better? No, they get up, dust themselves off, learn, and go again.
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Unexpected... whahaha 😂
This dump was completely unexpected.
I’ve been studying technical analysis my whole life, and there were zero signs.
If anyone saw this coming, you’re a genius… because it was pure market manipulation, impossible to predict.
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I called THE VERY TOP in gold/Bitcoin in Februari '25.
I also explained why.
Yet still EVERYBODY is hyperfocussed on BTC/USD. 🤣
YOU ARE NGMI. SORRY.
Don't hope, think:
- BTC/gold broke support in oct '22
- Double(!!) shooting star on he monthly AT the backtest of the old supportline
- huge negative divergence in multiple indicatorson the weekly
- confirmation in ALL SORTS of ratio's.
Yes, the masses are wrong, again...
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This is also SUCH A STUPID question.
Learn some decent economics.
Jan 31
Gold is dumping.
Silver is dumping.
Bitcoin is dumping.
Ethereum is dumping.
DXY is dumping.
Stocks are dumping.
If everything is going down, where is the money actually going?
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Now it's manipulation. The noobs who can't see things coming. 💀😂
Raise your hand if you think today’s Bitcoin crash is a pure market manipulation.
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All the crypto guru's still think lineair.
There is NOT ONE HAIR on their head taken a scenario into account financial assets are going to take the backseat for yeara to come.
Interesting how confirmation bias locks people in belief systems. X is a good playground for victims.
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This guy... 💀💀💀💀
Damn.
#Bitcoin holds the crucial area.
Two important factors;
- When Gold corrects more during the coming week, we'll probably go down some more.
- When Trump is attacking Iran, you might see a shock response.
Other than that, I'd be looking at longs rather than shorts in these regions.
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These noobs just never learn. 4-year cycle dead?! It topped RIGHT ON THE WEEK!
By the way; how is the gold to Bitvoin rotation trade going? 💀🍿
The 4-Year #Bitcoin cycle is dead.
I discuss this with @1MarkMoss.
Watch his view on this here:
youtu.be/X-Z1UW-CZKQ?si=Kyx6…
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