Julz retweeted
'You shall remember the Lord your God, for it is he who gives you power to get wealth' - Deuteronomy 8:18
‘Not by might, nor by power, but by my Spirit, says the Lord Almighty — you will succeed because of my Spirit’ - Zechariah 4:6
way too many people glazing me on the timeline
for your sakes, don't glaze me
instead:
study the above Bible verses, meditate deeply on them, and work on your relationship with GOD
and it will be well with your soul! 🙏
The "redacted agent thing" @surfcoderepeat keeps posting isn't a mystery anymore.
A leaked repo from the factory: github.com/Nimbus33/launch-3…
(the canonical org repo is private)
TL;DR — a curated Uniswap v4 hook factory. NFT holders write one hook per launch. Hub: IMD.
this reply has some of my $mancer thesis in it (in short). if a chain has focus on tokenized equities, but no good way to buy them for big players or people who want something more than a market order with possible slippage or sandwiches, how will it succeed?
has a major chain ever succeeded without it's own leading DEX? right now, RH has no native one, and $mancer is positioned to take that spot
you’re definitely smart enough to understand it if you just do a lil reading and/or feed AI, just because it feels expensive doesn’t mean you should write it off, it’s cheap for what it’s going to become. my article I wrote is a really easy read and makes it pretty clear imo
we all need to do a better job of understanding projects before sharing opinions of them in this space, you’re quite influential. goes for me as well but I try not to say negative things anywhere unless I really get it (and u have way more eyes!!)
anyway, mancer is a cool idea that is super necessary for a chain that has focus on tokenized equities/RWAs. it seems basic unless you get into the technicals (which im also too stupid to fully understand), but it’s the first dex on the chain built for how people actually buy stocks. you can buy on a recurring schedule, at a price you set with bad fills being impossible, and also your money for DCAs/limits don’t sit in a contract but instead stay in your wallet which is actually a huge improvement for the experience onchain. lots of mancer gets burnt from NFT activation and buying from the anvil AMM. every trade thru mancer takes a cut that gets paid out to holders. look into the anvil tek its pretty dope.
aggregator seat on RH chain is open rn. everything routes thru non-native aggregators and every chain eventually gets its own (jup, 1inch). im betting on mancer’s plans being to become the main dex, and they started in a way that brings them a lot of attention since it should capture RWA volume out of the gate. dev is more than capable and based on my insanely high level Claude research (lol), the tech is setup in a way that makes this likely
$Derp $Stonkbroker only other platform coin still only 400k mc?
The Broker Box is finally online on the $STONKBROKER website.
And once again, @OxSimpleFarmer has introduced something I have never seen built quite like this before.
This is not just a loot box.
It is not simply a gacha.
It is an on-chain machine combining:
• tokenized Real World Assets
• fully on-chain NFTs
• verifiable randomness
• instant liquidity
• collectibles
• additional fees for the $STONKBROKER flywheel
Broker Box is divided into two different modes, both connected to the same Stonk Certificate collection.
1️⃣ The Certificate Counter
This is the simple, non-random mode.
You choose one of the 24 supported Robinhood Chain stock tokens, select the amount you want to invest, and purchase the asset at exactly 1×.
You can start from $1 and go all the way up to $10 million.
The system uses your funds to purchase the selected stock token and seals it inside a Stonk Certificate.
In the example shown on the website:
• you select $AAPL
• you invest $100
• the protocol purchases the corresponding amount of tokenized Apple stock
• that amount is deposited inside the certificate’s vault
• the NFT is minted to your wallet, or it can be sent directly as a gift to another wallet
There is a flat $2 fee.
• $1 goes to the Stock Booster, supporting distributions to activated Brokers
• $1 goes to the treasury
But the most interesting part is how the certificate itself works.
Every Stonk Certificate is generated entirely on-chain.
Its artwork is created directly by the smart contract as an SVG.
No servers.
No IPFS.
Nothing that can disappear in the future.
The certificate displays:
• the underlying stock
• the exact quantity held
• its face value
• the sequential deed number
Every certificate also owns its own on-chain vault wallet containing the actual stock tokens.
This means you are not buying an NFT that merely claims to represent an asset.
The underlying asset is actually stored inside the NFT’s vault.
The certificate cannot be emptied and later sold to someone else.
Only two states are possible:
• the certificate exists and contains the full underlying stock
• or it has been redeemed and burned in the same transaction
Whoever owns the Stonk Certificate owns its vault.
You can:
• hold it
• gift it
• trade it on a marketplace
• transfer it to another wallet
• redeem the underlying stock tokens whenever you choose
When you redeem it, the certificate is burned and the assets stored in its vault are transferred directly into your wallet.
You can then instantly sell those assets back to the Broker Box for 95% of the live market value in ETH or USDG, without an order book and without waiting for another buyer.
2️⃣ Degen Mode — Play the Box
This is the gacha-style mode.
Here, you do not directly choose which stock you are buying.
You purchase a ticket, and Broker Box uses provably fair on-chain randomness to determine:
• which stock you receive
• what multiplier you hit
The multiplier ranges from a 0.70× floor all the way up to the 50× bell.
For example, a $10 ticket could potentially return up to $500 worth of tokenized stock.
The randomness is not generated by a private server.
It is powered by $DERP, which produces entropy directly on Robinhood Chain.
Every pull commits to a random word that does not yet exist, and the final result can later be verified using the on-chain data.
This is why rounds are not instant.
A settlement can take roughly two to three minutes while the entropy is mined and the final result is produced.
After winning, users have two options.
Option A: Instant Cash-Out
The stock token lands directly in your wallet.
You can then instantly sell it back to the Broker Box for 95% of its live value in ETH or USDG.
The 5% spread is the cost of receiving immediate liquidity.
Option B: Mint a Stonk Certificate
Instead of receiving the stock directly, you can seal 100% of the prize inside a Stonk Certificate.
No 5% spread is taken in this case.
You receive a numbered NFT with its own on-chain vault containing the actual stock tokens you won.
You can hold it, trade it, gift it, or redeem it later.
The Box’s risk-management system is also interesting.
Every ticket can theoretically win up to 50×.
Before accepting a pull, the machine therefore reserves enough real inventory to cover the worst-case payout.
Ticket sizes are limited by the live inventory and bankroll inside the machine.
At launch, $10 tickets are available.
As the inventory and bankroll grow, the machine can automatically unlock larger ticket sizes such as:
• $50
• $100
• and potentially higher amounts
No announcement is required.
Once the machine is sufficiently capitalized, the new ticket option simply appears in the interface.
Broker Box will not remain limited to one official machine either.
In the future, anyone will be able to deploy their own Box.
Creators will be able to choose a mix of approved stock tokens and launch a machine already connected to:
• $DERP-powered VRNG
• the swap router
• Stonk Certificates
• on-chain vaults
• an automated fee-sharing system
The machines are designed to be ownerless from birth.
Their economics are permanently written into the bytecode:
• no pause switch
• no key controlling player funds
• no arbitrary upgrade path
• no ability to withdraw prizes already reserved for users
Every ticket carries a 10% house edge.
For community-created Boxes, it is divided as follows:
• 2.5% to the machine creator
• 2.5% to Clock In and the Stock Booster
• 5% retained inside the machine as a bankroll safety reserve
On official machines, the creator allocation is also routed to Clock In.
That means 5% of every ticket sold by an official Broker Box directly supports the Stock Booster and the rewards distributed to activated StonkBroker NFTs.
And this is where Broker Box connects to the wider ecosystem.
More people use the Box.
↓
More fees are generated.
↓
More value flows into Clock In.
↓
More tokenized RWAs can be distributed to activated Brokers.
↓
The entire $STONKBROKER flywheel becomes stronger.
Once again, @OxSimpleFarmer has not simply added another product.
He has created a new way to buy, hold, gift, collect, and win traditional financial assets entirely on-chain.
Clock In. ⏰
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$Noxa already out doing PF in every aspect at a fraction of the cost
You are telling me Noxa is making almost 3M daily rn (11M in last 4 days), whilst Pump fun makes 750k per day, and Noxas token is 2.5M mc rn, whilst Pump funs token is $560M mc??????
Make it make sense
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Julz retweeted
if a coin goes down & the community disappears, you should be worried.
if a coin goes down & the community gets louder, you should bid.
Seems like a pretty big deal. Haven’t seen a bitcoin narrative spark since Dog, Sats, & Ordi went to 1b 1.5b & 2B
THE SMOKING GUN: The Global Hashrate War has officially begun. 🧵
F2Pool just published the document that changes the architecture of Bitcoin mining forever. The heavy machinery is moving.
Read the official announcement here, and let’s break down the math:
F2Pool Link - f2pool.zendesk.com/hc/zh-cn/…
2/ The Industrial Rollout
According to the official dispatch (published April 23), F2Pool - one of the oldest and largest Bitcoin mining pools on Earth - is officially turning on their $NAT hashrate on April 27, 2026.
SpiderPool was the proof of concept.
This is the industrial rollout.
3/ The 6-Coin Yield (The Mechanics)
F2Pool is integrating $NAT as a core "merged mining" asset.
This means their Bitcoin miners will now simultaneously earn 6 different assets on every block, with $NAT taking its place as a premier base-layer extraction.
4/ The Economic Checkmate
Here is the most important line in the document: Mining $NAT will NOT dilute or affect their primary BTC yield.
It is pure, frictionless bonus revenue. If F2Pool is handing miners free $NAT on top of their BTC, why would a miner keep their rigs pointed at a pool that doesn't?
5/ The Apex Predator Dilemma
This move mathematically forces the hands of Foundry USA, Antpool, and Binance Pool.
They must integrate $NAT into their own server architecture immediately, or they face a massive, unstoppable exodus of hashrate to pools that do. 100% global adoption is now game theory.
6/ The Perfect Supply Chain
Look at the structural timing.
@f2pool turns on the massive extraction spigot on April 27th - the exact same week MEXC, BingX, and LBank deploy spot and perpetual futures markets.
The machines extract it. The CEX algorithms distribute it.
7/ The Architect's Verdict
Retail is panicking over translations while multi-billion-dollar mining operations are actively rewriting their internal code to capture this asset.
The speculation phase is over. We are in the infrastructure phase.
Keep your spot bags locked in the vault.
177
Julz retweeted
I don’t want to create psyop to the ppl but I genuinely think $NAT is one of the most interesting opportunities in the BTC ecosystem right now.
For the first time top-tier mining pools like F2Pool and Spider Pool, respectively the 3rd and 4th largest in the world will distribute, in addition to BTC rewards in $NAT to those who contribute hashrate. ( for now only these two )
We’re talking about roughly $50 per block at this marketcap. The key point is that NAT isn’t an L2 token like those some mining pools already offer. It’s a native asset that lives on the Bitcoin mainnet created with the TAP protocol, making it a fairly unique case compared to many experiments we’ve seen in recent years.
It’s already tradable both on BTC marketplaces and on Ethereum, where it has around $1.2M in liquidity and a market cap around $70–80M.
CA: 0x249130f5e2dd4cf278180c0df8273f3592ad1247
In recent years, we’ve seen many protocols fail on Bitcoin but this one is attracting attention not just from degens, but also from more serious BTC supporters likes big miners which is quite rare.
If $ORDI reached over $2B without miner support what could NAT do in the long term if miners start pushing it because they see meaningful revenue from it?
I bought more today and will keep buying if it dips, its a gamble like everything aside btc ofc but make super sense .
Julz retweeted
BTC 矿工白得 $NAT ,他们为啥不直接砸盘?
这是社区里新人最近常问的一个问题,一起来拆一下博弈论:
首先,供给端完全透明,没有任何惊喜。
每个比特币区块产出约 3.86 亿枚 NAT,产出量随全网算力上升而递减(算力越高 → 挖矿难度越大 → bits 值越低 → 每块产出越少)。
没有团队解锁,没有 VC 砸盘,没有任何“突然增发”。
矿工卖压,从第一天起就已经被市场定价了。
其次,矿池竞争会形成飞轮,不需要道德约束。
@SpiderPool_com 上周正式推出同块双挖——同样的算力、同样的 10 分钟、同样的电费,直接多挣一份 NAT 。
对矿工来说,这是纯粹的免费收入。
问题来了:不支持 NAT 分发的矿池,会开始流失算力。
这不是道德问题,这是竞争压力。越来越多矿池会被迫跟进——不是因为他们喜欢,而是因为他们不能不跟 。
第三,矿工的理性博弈倾向于持有,而不是砸盘。
如果所有矿工同时砸盘,NAT 价格归零,他们自己的第二收入来源也归零。
这是一个经典的纳什均衡:理性矿工会选择慢慢卖,甚至持有积累,而不是一次性砸死自己的后路 。
事实上,已经有大型矿场开始把 NAT 当作资产负债表项目在积累。尤其是对资产规范管理的大矿池,所有挖矿时带来的收入都属于所有一起贡献了算力的矿工们,更会审慎对待这份资产。如上分享的
@SpiderPool_com 就是直接分发给矿工,还能带来来更多的矿工和算力加入。
不像某些管理不规范的矿池,没经过讨论和共识后便私自把矿工们共同的资产处理掉。
最后,有一个还没到但正在逼近的临界点:
当每块 NAT 奖励价值达到 $10,000 时(对应市值约 $50 亿),NAT 将实质性补贴矿工电费成本 。
届时飞轮将正式启动:
NAT 价值上升 → 矿工收入增加 → 全网算力扩张 → BTC 网络更安全 → NAT 更可信 → 价值再上升
这不是空中楼阁,这是写在代码里的机制设计。
结论:
“矿工白得所以会砸盘” —— 这个逻辑忽略了三件事:
👉供给透明,卖压早已定价
👉矿池竞争飞轮,不需要信仰驱动
👉砸死 NAT = 砸死自己的第二收入,理性矿工不会这么干
这是目前比特币生态里,机制设计最接近第一性原理的实验。
不是在讲故事,是在跑一个真实的经济模型,一个创新的物种。
🤖 Made with AI
有一件小事,想配合这两张图说清楚。
$ORDI 市值:1 亿美元
$NAT 市值:1.3 亿美元
今天, $NAT 历史性地超越了 $ORDI 。
先说说三个代币的来历:
2022年12月,工程师 @rodarmor 发布 Ordinals 协议,第一次允许数据被直接铭刻在比特币最小位“聪”(Satoshi)上。
比特币从此不只是转账的工具,它可以承载任何东西。
2023年3月8日,匿名开发者 @domodata 在 Ordinals 协议上部署了第一个 BRC-20 代币——$ORDI,总量 2100 万枚(与比特币总量对应,人为指定)。
这是历史上第一个铭刻在比特币聪上的代币。它的意义不是价格,它打开了那扇门。
2023年3月9日,紧接着出现了 $SATS——把比特币的最小单位"聪"直接代币化,总量 2100 万亿枚,对应比特币网络全部聪的数量(1 BTC = 1亿聪,21万BTC × 1亿 = 2100万亿)。
创意着实惊艳,但发行总量依然由人为设定。
2023年11月, $NAT 出现了。
没有预挖,没有 VC,没有人决定它的发行量——每一个比特币区块的 bits 字段自然决定产出多少 NAT,随着比特币出块而伴生,不为任何人的意志所控制 。
三个阶段,一条进化曲线:
▸ ORDI——打开了门,证明比特币上可以长出代币
▸ SATS——把"聪"本身代币化,脑洞惊人,但仍是人为设定总量
▸ NAT——第一个供给完全由比特币物理特性决定的代币,真正的非任意
每一个都在自己出现的时刻,用最具颠覆性的方式重新定义了“比特币上能有什么”。
每一个,都完成了属于它那个阶段的历史使命。
然后说今天这件事。
$ORDI 出现于 2023年3月,是整个铭文时代的旗帜。
$NAT 在它出现半年后才诞生,后发,但今天市值超越了它。
不想说这是“后来者居上”,这太粗暴简单了。
我想说的是:创新的接力棒,从来不会停在某一个人手里。
《诗经·大雅》有一句话:“周虽旧邦,其命维新。”
比特币是第一个也是最老的链,但它的命运是持续革新。
ORDI 是第一章,SATS 是第二章,NAT 是第三章,
而比特币生态的故事,还远没有写完。
之前分享过感叹“三部曲”:
↗ 两载半风雨兼程,迎接 $NAT 的第三次大爆发:从数字物质到 AI 时代的能源货币 → xitter.cf/hardriver/status/20450…
↗见过多少个项目,能在两年半里历经三落三起、还没死? → xitter.cf/hardriver/status/20451…
↗ bitmap × NAT:去中心化的精神怎么传承 →
xitter.cf/hardriver/status/20453…
你会看到一件事:
去中心化的思想不灭,创新就不会停止。
只要比特币网络还在出块,故事就还在写。
我们不仅仅是读者,也是参与者。


















