Pinned Tweet
What you need to know now RATES are in a new longterm rising trend ⚠️
Capital rotates out of intangible (financial) assets to tangible (commodity) assets that are needed to consume & produce. But there is more 👇
Energy > Narratives
Metals > Tokens
Agriculture > Apps
Real cashflow > Promises
Necessity > Vision
So why does this occur?
Because capital gets a opportunity cost again. 💀
Duration becomes a burden, not an advantage.
This will hurt growth, venture, zombie companies, crypto and all narratives that are based on "future visions & assumptions".
The turn is one towards REAL VALUE, today.
We are witnessing the end of a 'FREE MONEY ERA' and the shift to the new one in which capital&duration has a cost again.
Prepare accodingly.
Note
All this doesn't mean Bitcoin can't go up in USD terms. It means the era (17 years) of relative outperformance is most likely over.
Capital rotates out of intangible (financial) assets to tangible (commodity) assets that are needed to consume & produce. But there is more 👇
Energy > Narratives
Metals > Tokens
Agriculture > Apps
Real cashflow > Promises
Necessity > Vision
So why does this occur?
Because capital gets a opportunity cost again. 💀
Duration becomes a burden, not an advantage.
This will hurt growth, venture, zombie companies, crypto and all narratives that are based on "future visions & assumptions".
The turn is one towards REAL VALUE, today.
We are witnessing the end of a 'FREE MONEY ERA' and the shift to the new one in which capital&duration has a cost again.
Prepare accodingly.
Note
All this doesn't mean Bitcoin can't go up in USD terms. It means the era (17 years) of relative outperformance is most likely over.
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👀🍿
MONSTER SALE 🔥🔥🔥🔥🚀🚀🚀🚀🚀🚀
Inscription #77788215 just sold for 0.08535520 BTC ($6,261) on @ordinalswallet
Check it out!👇
ordinalswallet.com/inscription/41…
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TK retweeted
I'll be on The Breakdown with David Gokhshtein today to talk OnChainMonkey, Art on Bitcoin, and the tokenization of securities.
Wall Street Goes 24/7? Inside the NYSE–Avalanche Plan | The Breakdown EP822 x.com/i/broadcasts/2…
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TK retweeted
SO COOL
Just a swarm of agents waiting at Bitcoin block (974913) so they’re first in line to start searching the next one for any valuable digital matter 👀
Make sure you link your Bitmaps (for free) so anything mined from your blocks pays you when it’s tokenised on Bitcoin🟧
Just a swarm of agents waiting at Bitcoin block (974913) so they’re first in line to start searching the next one for any valuable digital matter 👀
Make sure you link your Bitmaps (for free) so anything mined from your blocks pays you when it’s tokenised on Bitcoin🟧
AI agents are now mining Bitcoin.
Not hashes, patterns.
Digital Matter World lets your agent hunt the block data, register what it finds, and earn @tap_protocol when anyone mints it.
We set ours up live with one prompt.
Why Digital Matter World Could Bring Back The Metaverse! tial!
Your AI agent can now go mine Bitcoin, just not the way you think. Digital Matter World is a new game where agents hunt for patterns inside Bitcoin's block data, register them in a digital periodic table, and earn TAP when anyone mints what they found. We set ours up live by pasting one prompt from the GitHub into an agent, and five minutes later it was running around the world with hundreds of others.
We start with digital matter theory itself: Bitcoin is full of data, that data has patterns, and DMT is the language for tokenizing them. It's the same idea @natgmi was born from, and it's why NAT has held a $40 to $50 million market cap for most of the year. We also cover why Bitmap holders matter here, since linked Bitmaps earn 15% of the minting fee on any digital matter created from their block, now or years from now.
Then we walk through the tech stack, from Bitcoin to ordinals to TAP protocol, and why the community keeps telling us TAP looks undervalued next to the runner it already has. Inside the world, the agents spawn at the newest block, compete for fresh patterns, and lag the server because there are so many of them.
What we think is still missing is the human market layer. Agents are good at discovering things, but people are the ones who decide what's valuable. Connect that to a launchpad where market activity tells agents which patterns to hunt, and you get something new: an agent that actually earns its owner money. That's the version we're waiting for.
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TK retweeted
Bitcoin just mined its second-busiest block ever, per @mononautical. Miners got about $117 in fees for it.
It's not a fluke. Since early 2025:
Transactions per block: up 71%
Fees per block: down 53%
Fee per transaction: down 73% x.com/mononautical/s…
It's not a fluke. Since early 2025:
Transactions per block: up 71%
Fees per block: down 53%
Fee per transaction: down 73% x.com/mononautical/s…
Block 974557 contained 10,573 transactions, the second highest figure of all time!
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TK retweeted
Looks like @FoundryServices are sitting on 2.5% of the ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247 supply with over 10T NAT !
Maybe after the next leg up when its worth over 10M USD, they will forced to acknowledge with some pressure from their clients demanding their NAT rewards.
Maybe after the next leg up when its worth over 10M USD, they will forced to acknowledge with some pressure from their clients demanding their NAT rewards.
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But @danheld said it would still come. It's still coming. Don't worry.
the bitcoin community fails to use bitcoin for payments
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This 👇 together with Satoshi's planned -but failing- architecture in which blocksubsidy would eventually be replaced by tx-fees, is all you need to know.
Bitcoin went from $69K to $125K this cycle. That's the first time it failed to double, and almost nobody noticed what that means for its security. @natgmi
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Codec Flow
Still one of the smallest crypto bets on the robot economy.
Technical pattern looks strong after the first breakout of the falling wedge - double bottom formation.
Currently in falling wedge mode to wards the upper side of the bottom formation.
$CODEC
Still one of the smallest crypto bets on the robot economy.
Technical pattern looks strong after the first breakout of the falling wedge - double bottom formation.
Currently in falling wedge mode to wards the upper side of the bottom formation.
$CODEC
$CODEC - one of the smallest crypto bets on the robot economy
Kudos to @TheBlockRunner for highlighting this gem. 💎
Everyone is talking about AI.
But the next big step is AI getting a body. L
That means robots. 🦾
And robots will need software to:
• simulate what to do
• I models
• make decisions
• actually take action
This is where CodecFlow gets interesting.
CodecFlow is building infrastructure for AI-powered robots and machines.
Its core products include:
SimArena → lets developers simulate robots in a browser and train/test them.
OPTR → helps AI agents perceive, think and act.
Fabric → provides compute for simulation, training and AI inference.
So CodecFlow isn't trying to build one robot.
It's trying to build part of the software infrastructure that many robots could use. And it's crowdsourcing ideas to produce.
Even more interesting:
$CODEC is still tiny.
~$5 M FDV at the price in my chart.
And almost the entire supply is already circulating.
So there isn't a huge amount of future dilution hanging over the project.
Now look at the chart 👇 👀
After the huge collapse from the previous high, $CODEC has spent months building a massive base.
Falling wedge + double-bottom; a huge base structure almost ready to breakout.
And we're starting to see volume come back too.
The chart is interesting.
But the fundamental setup is what caught my attention.
AI → Agents → Robots → Physical AI
This could become one of the biggest technology shifts of the next decade.
And you're looking at a project trying to build infrastructure for it at only ~$5M FDV.
If CodecFlow succeeds, today's valuation could look ridiculously small.
That's the bet.
$CODEC 🤖
Not financial advice. DYOR.
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