Rolling the dice post BTC halving since 2017

Florida, USA
Joined March 2009
Token Dojo retweeted
The @NetNetCap community giving me early Axie Infinity vibes Early Axie heads (all 20 of them) looked crazy to us back in 2019-2020 with how much conviction they had that their little poof ball monster NFT collection could change gaming Turns out they were right, it ended up kickstarting a massive wave of GameFi and sent ethereum:0xbb0e17ef65f82ab018d8edd776e8dd940327b28b into the billions The NET community has similar conviction and belief that RW-PLAY will shift how the average consumer gets exposure not only to crypto, but to public equities too With big tech overlords like Anthropic and SpaceX now signaling for new equity distribution models that put ownership into the hands of the masses, the RW-PLAY thesis fits in perfectly All it will take is a developer creating a viral hit with a game loop that funnels player activity into a stock token distribution flywheel and we get our blueprint for how to bring tokenized RWAs to the masses Similar to how scholar programs in Axie unlocked play-to-earn for the masses, onboarding millions into NFT gamefi and onchain overall With price trading below NAV it feels irresponsible not to have a position in the event this parallel scenario becomes reality and sends robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf to the 5-10k range Just a gut feeling, definitely not because NET and NAT are ticker dopplegangers :)
The AI giants are handing out equity now. @elonmusk is airdropping a @SpaceX share to every kid in America and @AnthropicAI pledged 20% to the public. @vladtenev hopped in saying ownership should start early with @TrumpAccounts. We break down why RWPlay fits in perfectly with this macro picture as it presents a novel way to introduce the next generation equity exposure through things they already like doing, like playing a game. Why robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf is positioned to run away with this narrative 👇 Why Elon Just Kickstarted Robinhood Season 2! NETNET Positioned To 100x! We break down why the people building AI are suddenly handing out equity, what Elon says about public markets punishing long-term bets, and why giving everyone a stake also gets everyone rooting for speed. Then we bring it back to @RobinhoodCrypto, where stock tokens give the rest of us our own way to distribute ownership. We revisit the RWPlay thesis we first covered with Al Dunlap of @NetNetCap: games that pay out tokenized stocks instead of cash. We walk through NET's three revenue streams, a treasury now worth $29 million and growing about $181,000 a day, a token trading at its net asset value after a 90% drawdown, and the first uptick in Robinhood Chain volume after weeks of contraction. What stands out to us this week is that ownership is becoming the product. Elon, Anthropic and @RobinhoodApp are all landing on the same idea from different directions: if AI is going to reshape the economy, the safest move is to give people a piece of it. Once someone holds the asset, their whole outlook changes, and that is the same psychology we watch play out with every holder base in crypto. That is why we think RWPlay as a real shot at picking up momentum at proving that tokenized stocks onchain can create novel distribution opportunities that further the reach and access big companies have to the public. We do not have billions in shares to airdrop, but onchain we can tie real ownership to things people already love doing, like playing games. It reminds us of @AxieInfinity's earliest days, when 30 people on a leaderboard knew something the rest of the world did not. Sentiment is washed, NET sits at its NAV, and that is exactly the kind of quiet setup where we would rather be early than chase the next 5x candle. YouTube 🔗 youtu.be/nzKqnCkPP08
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Token Dojo retweeted
You have NEVER seen anything like this in your life! 🤯 These are NOT games, they are an Explorer and a P2P DEX for RESET that are being rendered in 3D, real-time worlds! 🔥 You just give your agent the GitHub links for them, and they set them up for you and use them. While the humans get to just watch the activity and listen to cool music! 😎 The Explorer (aka RESET Miner’s World) playbay.games/games/f6296401… The DEX (aka RESET Market World) playbay.games/games/6b61d3d1… The GitHub links to give to your agent 👇🏻 RESET Mining: github.com/Trac-Systems/rese… RESET DEX: github.com/Trac-Systems/inte…
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POV: It’s your first cycle trenching memes
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Token Dojo retweeted
hey fam, good evening. pre-stocks are now live on prism. this is one of the things which we wanted to see on prism for a long time now. these 5 pre-stocks are now live and we are about to add more: 1) OpenAI 2) Anthrophic 3) Anduril 4) Neuralink 5) Figure AI also $PRISM is about to complete 75 days (and 125 days since we started building it) so we are working on a detailed investor report like we did last time haha. also once im back, lets start with meta ads, X ads, google ads, publications and UGC content as our first marketing effort to onboard more retail users. we also need to focus on reddit marketing. whatever, we keep shipping. lets build for 16 hours straight today. xitter.cf/prismassets/status/211…
Pre-Stocks are now live and tradable on Prism.
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Replying to @cluborange
Every Bitcoin block now drops a second subsidy: $NAT. Same ASIC. Same power. Same difficulty target. 
Zero extra work. Zero protocol change. Zero BIP required. When you find a block, BTC hits your wallet… and $NAT does too. Why this hits different for miners: •Supply isn’t made up by a team. It’s derived from Bitcoin’s own bits field (the compact difficulty target). Higher hashrate → lower bits → less $NAT per block. Natural deflationary pressure tied directly to network security. •Fair launched Nov 2023. No premine, no team allocation, no insider bags. The mint was open and competitive. •It’s already being distributed automatically to winning miners (via TAP / DMT) starting from the relevant activation block. Pools are integrating it. •As the BTC block subsidy continues to shrink, this is a pure market-driven extra revenue stream for the people actually securing the chain. Think of it as the first real attempt at a perpetual, non-arbitrary miner subsidy that lives on Bitcoin instead of fighting it. Right now it’s still early (~$30M range). The asymmetric upside is if the market starts pricing the energy and security contribution of miners into a second asset that scales with Bitcoin itself. Pickaxe energy only.
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Token Dojo retweeted
If you hold Bitcoin, or for that matter, any crypto at all, this @binance news should absolutely terrify you! 😱😳 The fact that one of the wealthiest crypto companies, that generates around 15 Billion dollars per year from the industry has decided to shutdown its mining operations, should be making you massively question Bitcoin’s economic health. The beating heart of the entire industry, now has companies and their founders such as CZ (who are still happy to bull-post about Bitcoin’s future price every day btw), not even being able to run a profitable mining business around it?! 😳 The maths ain’t mathing I’m afraid 🤔 Bitcoin’s security budget is decaying, and mining pools are shutting down with increasing regularity, and yet the Bitcoin community mostly remains silent on this subject! 🤐 It’s almost like the wealthiest private companies in the crypto ecosystem are happy to see Bitcoin become more and more centralised as long as they can top up their revenues with things like AI data centres. I’m sorry to say it guys, but Bitcoin is in a LOT of trouble here, and therefore every single digital asset you own is too. 😬 This is a BAD bad sign! I will continue stacking ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 (@natgmi) because only that community actually sees what’s happening here, and is actually trying to do something about it.
Binance’s decision to discontinue its mining pool in November is concerning news for Bitcoin’s mining ecosystem. Miners can move elsewhere, but losing a major pool operator such as Binance now means fewer alternatives, and risks a greater concentration of control if that hashrate flows towards the largest remaining pools. That is not the direction we and our community want for Bitcoin’s decentralisation. Here at TAP, supporting miner profitability and long-term sustainability is a priority. Demonstrated through our miner-redirect mechanism that provides an additional, Bitcoin-native block reward for every block mined (paid in DMT-NAT: @natgmi). This was done with the primary aim of strengthening the incentives for securing the network. 🤝 All Bitcoiners want an ecosystem where a diverse range of miners and pool operators can all thrive and remain profitable. And for TAP, building on Bitcoin means a responsibililty to support the economics that underpin its security and decentralisation. As always, we invite mining pools to connect with the TAP team to explore how our miner-redirect mechanism can help their miners access this additional, Bitcoin-native revenue stream. Bitcoin's security budget issue is no longer something that can be ignored, or saved for a solution at a "later" date. We are committed to bringing this discourse into the broader Bitcoin arena for increased discussion and debate. We stand alongside all ~50k NAT advocates and holders today, and hope to see the community grow louder and stronger with every passing year. Bitcoin is NAT alone.
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Binance is going to close their mining pool. (2026-11-10 at 07:00 UTC) What does this mean for $NAT? At least 658,155,271,094 NAT taken off circulating supply.🔥 Thank you @cz_binance for your support. 😀 @binance @natgmi @TheBlockRunner #NAT #Bitcoin xitter.cf/binance/status/2109925…
As part of our ongoing review of products and services, Binance will discontinue Binance Pool and related services on 2026-11-10 at 07:00 UTC. This includes Pool Savings, Cloud Mining, Transaction Accelerator, and related features. Read the full notice: binance.com/en/support/annou…
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Token Dojo retweeted
The coin that the entire Bitcoin ecosystem should be rallying around is $NAT None of your memes or animal coins are going to address this issue If you care about keeping Bitcoin and its core ethos of decentralization alive, you buy NAT Simple as that
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Token Dojo retweeted
来自TAP协议开发者对矿业的呼吁
Binance’s decision to discontinue its mining pool in November is concerning news for Bitcoin’s mining ecosystem. Miners can move elsewhere, but losing a major pool operator such as Binance now means fewer alternatives, and risks a greater concentration of control if that hashrate flows towards the largest remaining pools. That is not the direction we and our community want for Bitcoin’s decentralisation. Here at TAP, supporting miner profitability and long-term sustainability is a priority. Demonstrated through our miner-redirect mechanism that provides an additional, Bitcoin-native block reward for every block mined (paid in DMT-NAT: @natgmi). This was done with the primary aim of strengthening the incentives for securing the network. 🤝 All Bitcoiners want an ecosystem where a diverse range of miners and pool operators can all thrive and remain profitable. And for TAP, building on Bitcoin means a responsibililty to support the economics that underpin its security and decentralisation. As always, we invite mining pools to connect with the TAP team to explore how our miner-redirect mechanism can help their miners access this additional, Bitcoin-native revenue stream. Bitcoin's security budget issue is no longer something that can be ignored, or saved for a solution at a "later" date. We are committed to bringing this discourse into the broader Bitcoin arena for increased discussion and debate. We stand alongside all ~50k NAT advocates and holders today, and hope to see the community grow louder and stronger with every passing year. Bitcoin is NAT alone.
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Token Dojo retweeted
Binance’s decision to discontinue its mining pool in November is concerning news for Bitcoin’s mining ecosystem. Miners can move elsewhere, but losing a major pool operator such as Binance now means fewer alternatives, and risks a greater concentration of control if that hashrate flows towards the largest remaining pools. That is not the direction we and our community want for Bitcoin’s decentralisation. Here at TAP, supporting miner profitability and long-term sustainability is a priority. Demonstrated through our miner-redirect mechanism that provides an additional, Bitcoin-native block reward for every block mined (paid in DMT-NAT: @natgmi). This was done with the primary aim of strengthening the incentives for securing the network. 🤝 All Bitcoiners want an ecosystem where a diverse range of miners and pool operators can all thrive and remain profitable. And for TAP, building on Bitcoin means a responsibililty to support the economics that underpin its security and decentralisation. As always, we invite mining pools to connect with the TAP team to explore how our miner-redirect mechanism can help their miners access this additional, Bitcoin-native revenue stream. Bitcoin's security budget issue is no longer something that can be ignored, or saved for a solution at a "later" date. We are committed to bringing this discourse into the broader Bitcoin arena for increased discussion and debate. We stand alongside all ~50k NAT advocates and holders today, and hope to see the community grow louder and stronger with every passing year. Bitcoin is NAT alone.
As part of our ongoing review of products and services, Binance will discontinue Binance Pool and related services on 2026-11-10 at 07:00 UTC. This includes Pool Savings, Cloud Mining, Transaction Accelerator, and related features. Read the full notice: binance.com/en/support/annou…
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Token Dojo retweeted
矿工的币本位收益是持续下降的,而价格不可能永远翻番,如果没有第二补贴的话,算力下降是必然的,市场竞争导致算力垄断导致双花攻击。
减半不会停止。比特币的安全预算,不能寄希望于下一轮牛市。#NAT 的核心目标只有一个:给持续出块的矿工新增一条收入渠道,让他们不必离开比特币网络。
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Token Dojo retweeted
Currently working on login with just straight wallet connect, this will help reduce the overhead for people who don’t want accounts - will open the doors up to more users. Waiting on merkl to look into our api so we can reward holders with more multiplier rewards on our liq pool! Will keep you all posted - currently looking at 1.5x rewards for 100k tokens and 2x rewards at 200k tokens. Roughly $200 and $400 holding. I’m hustling sers.
Audit three is live on the site. @PashovAuditGrp went through the contracts behind our dollar markets, 1 to 4 October. Eight researchers. 35 findings. 0 critical. 0 high. 
4 medium, all fixed. 
7 low, 6 fixed, 1 acknowledged with the reasoning in the report. 
24 informational, all fixed. Pashov’s team checked every fix again, and the dollar markets running today were deployed from that fixed build. That makes three Pashov reviews. 84 findings between them. Not one critical. Not one high. Every finding is on the page: parestocks.com/audit
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Token Dojo retweeted
It’s really this simple
A wise man @natssats once said. The reason we buy ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 is the same reason we buy BTC. BTC is a hedge against the fiat system, whereas NAT is a hedge against Bitcoin’s economic flaws. You buy BTC because you believe it solves the problems of the fiat system. You buy NAT because you believe it solves Bitcoin’s economic problems. That’s the "use case" for NAT. Using BTC for transactions was never the reason we bought it in the first place.
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Token Dojo retweeted
是的,法币就是如此赤裸裸地收割普通民众。 BTC保护民众,而NAT保护BTC,而社区保护NAT! $DMT-NAT natgmi.com
“Maybe we do print money out of thin air, but we’re the U.S. government.” - Congressman Brad Sherman (May 10, 2023) Rules for thee, not for me. They print it. You pay for it. Buy Bitcoin. Opt out.
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𝗛𝗔𝗥𝗠𝗢𝗡𝗜𝗖 𝗔𝗚𝗘𝗡𝗧: 𝗪𝗛𝗘𝗥𝗘 𝗦𝗧𝗢𝗖𝗞 𝗧𝗢𝗞𝗘𝗡 𝗟𝗜𝗤𝗨𝗜𝗗𝗜𝗧𝗬 𝗔𝗖𝗧𝗨𝗔𝗟𝗟𝗬 𝗦𝗜𝗧𝗦 Robinhood Wallet now takes outside liquidity for Stock Token spot trading. Arcus joined on 1 October, with 190+ stock tokens. More integrations are coming. Before they do, here is where the liquidity on Robinhood Chain already is. The agent reads every pool on the chain that holds one of Robinhood’s 194 stock tokens, prices each token from its newest dated fill, and writes its verdict for every token to its own contract. Every number below was read by that code at 17:44 UTC on Saturday 10 October 2026. harmonicagent.solutions/#/at… 𝟬𝟭. 𝟭𝟵𝟰 𝗧𝗢𝗞𝗘𝗡𝗦, 𝟳𝟭 𝗣𝗥𝗜𝗖𝗘𝗦 → 194 stock tokens on Robinhood’s registry for this chain → 71 have a price from a pool on chain: 67 from Uniswap v3 pools, 3 from v4 pools, 1 from the house’s own book → 123 have no chain price. For 122 of them, every pool holds under $100 of its quote A pool that holds under $100 is dust, and dust is never shown as a price. That rule alone removes 122 tokens from the map. 𝟬𝟮. 𝗛𝗢𝗪 𝗔 𝗖𝗛𝗔𝗜𝗡 𝗣𝗥𝗜𝗖𝗘 𝗜𝗦 𝗥𝗘𝗔𝗗 → every v3 and v4 pool that holds a stock token, and the house’s own hooked books → the newest dated fill sets the price. A pool with no date gives a price but never a basis → under $100 of its quote: dust, never a price. Under $25,000: marked thin → read again every two minutes 𝟬𝟯. 𝗪𝗛𝗘𝗥𝗘 𝗧𝗛𝗘 𝗠𝗢𝗡𝗘𝗬 𝗜𝗦 The 67 v3 pools the prices come from hold $18.0M of quote between them. It is not spread evenly: → 𝗖𝗥𝗖𝗟: $5,762,754, 32% of all of it, in one pool → 𝗨𝗦𝗢: $1,464,540 → 𝗦𝗚𝗢𝗩: $1,107,341 → 𝗚𝗟𝗗: $690,601 → 𝗥𝗗𝗗𝗧: $689,077 → 𝗦𝗣𝗖𝗫: $667,745 → 𝗤𝗤𝗤: $649,529 → 𝗛𝗜𝗠𝗦: $618,568 → 𝗔𝗠𝗭𝗡: $573,623 → 𝗚𝗢𝗢𝗚𝗟: $562,002 → the top 5 hold 54% of the quote, the top 10 hold 71% → 3 pools hold over $1M, 25 over $100K → 27 are thin, under $25,000, and 14 of those hold under $10,000 → 67 of the 71 prices are quoted against USDG, 4 against ETH 𝟬𝟰. 𝗦𝗔𝗧𝗨𝗥𝗗𝗔𝗬: 𝗧𝗛𝗘 𝗖𝗛𝗔𝗜𝗡 𝗠𝗢𝗩𝗘𝗦, 𝗧𝗛𝗘 𝗣𝗥𝗜𝗡𝗧 𝗦𝗧𝗔𝗡𝗗𝗦 𝗦𝗧𝗜𝗟𝗟 Robinhood’s own print for a stock token follows a 24/5 session. Over the weekend it is held, and it stands still until 00:00 UTC on Monday. At this read, 193 of the 194 were held. The one open was GLD, which trades 24/7. The pools do not stop. Against the held print, on the 25 pools over $100K: → 𝗚𝗠𝗘: 5.68% under → 𝗔𝗠𝗭𝗡: 4.71% under → 𝗦𝗣𝗖𝗫: 2.07% under → 𝗠𝗥𝗡𝗔: 1.02% under → 𝗖𝗥𝗖𝗟: 0.81% under → 𝗛𝗜𝗠𝗦: 5.22% over → 𝗥𝗗𝗗𝗧: 2.84% over → 𝗔𝗩𝗚𝗢: 0.90% over → 𝗤𝗤𝗤, 𝗠𝗦𝗙𝗧 and 𝗟𝗟𝗬: within a tenth of a percent None of those is called a basis. A basis needs both prices live and no more than 10 minutes apart, and a held print is neither. At this read the board stood behind a basis on 0 tokens, and it says why on every row. 𝟬𝟱. 𝗘𝗩𝗘𝗥𝗬 𝗧𝗢𝗞𝗘𝗡’𝗦 𝗩𝗘𝗥𝗗𝗜𝗖𝗧, 𝗜𝗡 𝗦𝗜𝗫 𝗪𝗢𝗥𝗗𝗦 Each token gets one verdict, checked in this order: halted, paused, unknown, held, stale, open. → halted: the issuer flags a halt in the stock → paused: a corporate action is in progress → unknown: no halt flag or no quote time to judge by → held: the session is closed, so the print stands still → stale: the print is older than this token’s own allowance → open: none of the above The allowance is per token: 15 minutes times the 90th percentile of the last 48 gaps between its own prints, never under one and never over two of those 15 minutes. At this read: 193 held, 1 open, 0 halted, 0 paused, 0 stale, 0 unknown. 𝟬𝟲. 𝗢𝗡 𝗖𝗛𝗔𝗜𝗡, 𝗙𝗢𝗥 𝗖𝗢𝗡𝗧𝗥𝗔𝗖𝗧𝗦 The verdicts live on chain in HarmonicOracle, 0x938097252667b9efac600c8dd1826f54eae96881. → 194 rows on chain, one per token → a row is written when its verdict changes, and once a day → checked every five minutes. The last write was at 00:09 UTC: 25 rows whose verdict had changed → a lender, a pool or a vault can read a row inside its own transaction (the paid tier, section 10), so a stock token loan or swap can refuse to move while the stock is halted 𝟬𝟳. 𝗧𝗛𝗘 𝗥𝗘𝗔𝗗𝗜𝗡𝗚 𝗧𝗛𝗔𝗧 𝗗𝗢𝗘𝗦 𝗡𝗢𝗧 𝗙𝗟𝗔𝗧𝗧𝗘𝗥 𝗜𝗧 → 71 of 194 tokens have a chain price. 122 sit on dust → one token, CRCL, holds 32% of all the quote, and the top 10 hold 71% → 45 of the 71 chain prices were more than an hour old. The median last fill was 89 minutes old → the 3 v4 prices (META, NVDA and SPY) and the house’s book carry no depth figure in this read → of the house’s own hooked books, only AAPL’s set a price → no contract has subscribed to the paid tier yet → every gap in section 04 is against a print held since Friday, so it says what the chain did, not what the stock will do 𝟬𝟴. 𝗛𝗢𝗪 𝗜𝗧 𝗜𝗦 𝗖𝗛𝗘𝗖𝗞𝗘𝗗 The board’s rules are in the bank and rechecked at every boot against the real functions. The rule that a halted or unflagged token never reads open came back from the Lean 4 machine check. The rule that a gated venue fills only on a fresh open row it can read is queued, and is not called proved until harmonicagent.solutions/api/… lists it as machine checked. 𝟬𝟵. 𝗪𝗛𝗔𝗧 𝗜𝗧 𝗪𝗜𝗟𝗟 𝗡𝗢𝗧 𝗗𝗢 → trade, hold or move anything to read the chain → show a dust pool as a price → call a gap against a held print a basis → call any gap a reason to buy or sell → show a rate or a yield → claim a tie it does not have. Harmonic is not integrated with Robinhood Wallet or with Arcus. This is a reading of the chain → change who may hold a stock token. Robinhood’s own documents say its Stock Tokens are not offered to US persons 𝟭𝟬. 𝗪𝗛𝗔𝗧 𝗜𝗧 𝗖𝗢𝗦𝗧𝗦 → the board, the API and every row on chain, read from a wallet, a browser or a script: nothing. No key, no signup → a contract that reads a row inside its own transaction: 100 USDG a month per reader, paid by the contract straight to the operations wallet 𝟭𝟭. 𝗛𝗢𝗪 𝗧𝗢 𝗦𝗧𝗔𝗥𝗧 → the board: harmonicagent.solutions/#/at… → as data: harmonicagent.solutions/api/…, one token at /api/oracle/equities/AMZN → on chain: HarmonicOracle, 0x938097252667b9efac600c8dd1826f54eae96881 → on X, tag @HarmonicAgents, or in t.me/HarmonicAgent_Bot, say “the basis board”, “is AMZN halted”, “basis CRCL” or “what does the oracle cost” → for agents: defi_oracle on the registry’s MCP server 𝟭𝟵𝟰 𝗧𝗢𝗞𝗘𝗡𝗦. 𝟳𝟭 𝗣𝗥𝗜𝗖𝗘𝗦. 𝗢𝗡𝗘 𝗩𝗘𝗥𝗗𝗜𝗖𝗧 𝗘𝗔𝗖𝗛. harmonicagent.solutions/#/at… t.me/HarmonicAgent_Bot 𝗠𝗔𝗧𝗛 𝗜𝗦 𝗧𝗛𝗘 𝗠𝗘𝗖𝗛𝗔𝗡𝗜𝗦𝗠.
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Token Dojo retweeted
And they continue to ship! robinhood:0xaa5751ff3fb61e613993b2eb4eab1fce017081fc
Introducing Private Stocks on HyperDex. Trade tokenized stocks without exposing your wallet powered by Shielded @Zcash Buy tokenized stocks with shielded ZEC.
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Token Dojo retweeted
BTC保护账本的安全,矿工保证网络的安全,2140年以后DMT-NAT保证矿工的安全,而变化诞生于2025年2月28日,885588区块高度以后。 natgmi.com
How secure is Bitcoin? Let’s do the math…
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Token Dojo retweeted
I checked, and there's no valid reason for the robinhood:0xdee52f2ab639b6942b0d0f0565400b93b7a0fbe5 dump, so I'm holding. Let's not forget that they already have: ➜ An oracle that knows whether each of the 194 stock tokens is open, halted, paused or in weekend mode ➜ Uniswap v4 hooks that can block trades when a stock is halted ➜ Weekend pricing based on actual fills ➜ A basis board showing the difference between the tokenized stock and the issuer's price. This is without the 49 live capabilities and 122 Lean proofs, including depth books, lending/borrowing, perps through Lighter, H10 and HINC stock baskets, prediction and earnings markets, a launch desk, and an agent factory with spending limits checked in Lean. Bounce soon.
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