Bitcoin miners getting rewarded with on-chain tokens is quietly picking up. Anyone tracking NAT?

Been following DMT-NAT for a few months. The concept is basically a second subsidy layer for miners, distributed through existing block data without requiring any protocol changes. Antpool already opted in, which felt like a signal worth paying attention to.

Price has moved roughly 3x in the last month with almost no marketing noise. No big influencer campaigns, no hype cycle I can see. TAP Protocol is the underlying infrastructure and it's been building OrdFi on Bitcoin without touching an L2, which is a different bet than most of the ecosystem is making.

Curious if anyone else has been watching this or if there's something obvious I'm missing that explains the move.