2026-01-09 06:29:52

NAT is not just hype; it directly addresses the core issue of Bitcoin—the security budget gap.

What makes this plan unique is the introduction of a second effective miner subsidy mechanism, completely independent of block rewards and transaction fees. The genesis distribution directly flows to miners (3-5M NAT), which is not just an incentive but a true alignment of interests.

Here's how the execution roadmap is planned:
• Q1 launch V1, linking the Ordinal ecosystem and SOL ecosystem
• Q2 critical community formation period
• Q3 release V2 and creator/DMT tools
• Q4 connect with mining pools and institutions (such as Foundry and other leading participants)

The value cycle of NAT works like this: as the application ecosystem expands, demand drives the price up → continuous buybacks → ecosystem confirmation. This is a real flywheel effect, not just hype.

Assuming Bitcoin hovers around 50k, the reasonable valuation range for NAT as a foundational infrastructure token is between 1-4B.

2026 is the peak of this cycle, but don’t forget—the security issues of 2027 are already being laid out now.

BTC-0,22%

SOL1,76%

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NotAFinancialAdvice

· 01-12 04:26

The security budget gap indeed hits the pain point, but can this flywheel logic work... The buyback cycle requires sufficient trading volume to operate.

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AllInAlice

· 01-09 06:58

The security budget gap is indeed a serious issue, but can NAT run the flywheel... It still depends on whether the Q2 community can hold their ground.

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ForkYouPayMe

· 01-09 06:57

The focus on the security budget gap is good, but will miners really give up their BTC for NAT? It still depends on whether the ecosystem can truly take off.

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MeltdownSurvivalist

· 01-09 06:31

The security budget gap is actually a very deep issue, but on the other hand... Will Foundry really buy into this?

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CoffeeOnChain

· 01-09 06:31

Wait, directly flowing to miners 3-5M NAT? That’s the real value binding, unlike some projects that just shout slogans... To be honest, the pain point of security budget gaps has been talked about to death, but the NAT solution is indeed interesting. The flywheel effect has been hyped for so many years, but few can really get it running. Let’s see how Q4 integrates with Foundry. 1-4B valuation... sounds good, but only if there’s an ecosystem that actually gets used. The pitfalls of 2027 are being laid out now. This approach is a bit long-term; not all projects dare to think this way.

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