Get live statistics and analysis of Nathan's profile on X / Twitter

Growth @Plasma đŸ•Šïž

298 following8k followers

The Visionary

Nathan is the Growth lead at Plasma, a mission-driven builder who turns product launches into momentum movements. He speaks in bold proclamations (and beta invites), rallying the Stablecoin Collective around a single, unapologetic goal: build the new stablecoin infrastructure.

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Nathan tweets like a startup prophet who found the one true protocol and forgot to include the invite link, he's got the cult energy, the conviction, and just enough mystery to make you click 'follow' and then wait for a beta invite that feels like a VIP concert ticket.

Orchestrated the private beta roll-out for Plasma One and converted that launch into viral visibility and active community recruitment, proving he can mobilize real contributors for the Stablecoin Collective.

To recruit, organize, and scale a community and product ecosystem that makes Plasma the foundational stablecoin infrastructure for a new global financial system; to convert believers into builders and builders into users.

Big-picture thinking beats busywork; clarity of mission eliminates distractions; community-driven governance and early contributor roles are the fastest path to durable product-market fit; shipping early access and creating focused collectives accelerates adoption.

Charismatic, mission-focused communicator who rallies people quickly; excellent at generating high-engagement posts, recruiting contributors, and turning product milestones into community moments.

Can be polarizing and overly concise, big proclamations sometimes outpace the nuance or details the community needs; may come across as impatient or single-minded to collaborators who want more context.

On X, lean into thread-led playbooks and regular AMAs/Spaces: 1) Post tactical multi-tweet threads that break down how to join the Stablecoin Collective and what winning roles look like; 2) Host weekly Spaces or live Q&As to turn curiosity into sign-ups; 3) Pin a clear CTA (beta sign-up / role form) and run exclusive invite waves for retweeters; 4) Reply promptly to top replies and seed follow-up mini-threads from those conversations; 5) Partner with complementary builders for co-hosted Spaces and cross-promotion; and 6) Repurpose high-engagement threads into short videos and a newsletter to capture attention off-platform.

Fun fact: Nathan has 8,675 followers, follows 298 accounts, and has tweeted 3,368 times. He drove massive reach with posts like the Plasma One private beta roll-out (top tweets: ~146k views on a link, ~90k on a roles thread), proof he can make the internet listen when he calls for action.

Top tweets of Nathan

The stablecoin value accrual stack. When it comes to stablecoins, value accrues at four layers: issuers, chains, DeFi infrastructure and B2B/B2C user experiences. Issuers win most. In 2024, Tether generated nearly $14 billion in revenue from the US Treasuries it holds. Issuers create value for every layer above by supplying digital dollars that power new use cases across Western and emerging markets. Chains capture the next share. Ethereum and Tron host roughly $125 billion and $80 billion in stablecoins respectively. Every onchain stablecoin transfer generates revenue for the network. On Tron, for example, most fees come from USD₼ transactions at just $3-4 per transfer. DeFi infrastructure exists upon chains. Swapping, lending and yield-earning are powered by applications that have functionally become infrastructure; abstracted vaults from @Veda_labs, lending markets on @Aave, and stable swap pools on @CurveFinance and @Uniswap. B2B and B2C user experiences are the final layer. Businesses and consumers need applications to interact with stablecoins. Crypto-native wallets like @Lemonapp_ar plug into regional rails and banking networks. Fintechs such as @RevolutApp reduce money movement costs with stablecoins. Further, B2B focused companies like @AcctualTeam enable global invoicing in stablecoins. Ultimately, the greatest room for monetisation and experimentation sits at the top of this stack, but the foundation remains unshakable. As I've written many times; @Tether_to will always hold the throne of the stablecoin kingdom.

49k

"Pre-trillions" started off as a means to strengthen the "trillions" meme. @pretrillions adopted this meme and significantly contributed towards the growth of the Plasma community. So, as always: please be patient, I have pre-trillions.

40k

I was recently in NYC for Stablecon and had more in-person conversations with the top stablecoin minds than ever. These are my takeaways: - There is a significant knowledge gap around USD₼ in the US market. It’s surprising, given how central Tether’s growth and impact have been to crypto. In my opinion, this should be standard study in the crypto history books. - I have come to the conclusion that the programmability of stablecoins is the primary catalyst for western markets to innovate with stablecoins. This is radically different in emerging markets, where the permissionless nature of stablecoins is the main driver of adoption. - A lot of people are focusing on FX in the context of stablecoins and payments. I think this is where the real value sits in the stablecoin stack, and where orchestration companies will make the most money. As a result, I suspect orchestration layers to use FX opportunities as a primary source of generating revenue, hence are unlikely to outsource this. - Following this logic, companies focused on stablecoin-based money movement in the US will need to facilitate volume at massive scale in order to reach escape velocity. - I have never been more bullish on MegaEth. @amiralmaimani’s MegaMafia is genius and something that should be replicated across other ecosystems.đŸ•Šïž - The user profile for stablecoins outside of the US is different for a saver, spender, and sender. A completely different user experience and application is needed to serve them properly. In the US, people are used to saving AND spending in dollars. - Most orchestration layers and API providers are sustained by just a handful of core clients - Local currency stablecoins will only thrive with volume from regional buyers and within a USD₼-based global liquidity pool. Chains biased toward other stablecoins will not capture the volumes or market opportunity of local currency stablecoins beyond an incentivised scale. - Tether continues to win with two significant network effects. The first is a user network effect. If you are in stablecoins, you are probably holding USD₼. It has the most real, unique holders. These users are happy to receive in USD₼, which makes it more widely used and hence considered “harder” as an asset. The second network effect is liquidity. USD₼ has the deepest liquidity with cryptocurrencies like BTC and ETH, as well as local currencies. The growth of a stablecoin is ultimately a function of its liquidity, leaving USD₼ positioned for continued dominance. - A lot of key people are bullish on @PlasmaFDN and understand the case for a purpose-built blockchain for stablecoin payments. TLDR: US-based stablecoin innovation is interesting and mostly follows the path of fintech. It is fundamentally different from what we see in emerging markets. Adoption looks completely different in the US, where few people actually need access to digital dollars. Tether is winning and will continue to win, whether or not US builders recognise it. Also trillions.

26k

Most engaged tweets of Nathan

"Pre-trillions" started off as a means to strengthen the "trillions" meme. @pretrillions adopted this meme and significantly contributed towards the growth of the Plasma community. So, as always: please be patient, I have pre-trillions.

40k

Last week we announced an airdrop for contributors to the Stablecoin Collective. Some were happy, some were not, and many asked about the rationale. Successful community airdrops share a pattern: people do not know it is coming, and they enjoy the work that earns it. We built the Stablecoin Collective to be different. Talking about Plasma, insular memes, and AI slop were not considered valuable. The goal was interest, understanding and awareness of stablecoins. A simple way to contribute was to research the role of stablecoins in your own country. As the Collective matured, our standards for valuable contributions rose. Real contributors stood out. They did not anticipate anything, and they enjoyed what they were learning. Many are not from the West, but from places where stablecoins are a lifeline. Many did not yet grasp their full impact. These are the people we wanted to elevate. Our community team reviewed contributions closely. We saw when work was copied, farmed or AI slop. No role was given without discussion. Roles were removed when activity stopped. Role grinding was impossible. Like all airdrops, this will be an experiment. The XPL distribution is just the start of this experiment. We have a long term plan for the Collective and those who stick through. For Plasma to succeed, USD₼ payment rails need local penetration. The Stablecoin Collective will help us seed presence in every market. Plasma’s mission is to form the foundation of a global financial system. To reach it, we need everyone to onboard friends, family and businesses to Plasma. Loyalty and belief are essential, and history shows they grow when people make money. The largest crypto communities prove this: BTC, ETH, XRP, LINK, and most recently HYPE. This is a long game of coordination and expectations. No one expected an airdrop, which creates gratitude and longer alignment with Plasma. Mainnet beta is a catalyst for everything we intend to build, including the Stablecoin Collective. Loyalty moving forward is crucial to realize our vision of making financial services universally accessible. Trillions.

15k

The stablecoin value accrual stack. When it comes to stablecoins, value accrues at four layers: issuers, chains, DeFi infrastructure and B2B/B2C user experiences. Issuers win most. In 2024, Tether generated nearly $14 billion in revenue from the US Treasuries it holds. Issuers create value for every layer above by supplying digital dollars that power new use cases across Western and emerging markets. Chains capture the next share. Ethereum and Tron host roughly $125 billion and $80 billion in stablecoins respectively. Every onchain stablecoin transfer generates revenue for the network. On Tron, for example, most fees come from USD₼ transactions at just $3-4 per transfer. DeFi infrastructure exists upon chains. Swapping, lending and yield-earning are powered by applications that have functionally become infrastructure; abstracted vaults from @Veda_labs, lending markets on @Aave, and stable swap pools on @CurveFinance and @Uniswap. B2B and B2C user experiences are the final layer. Businesses and consumers need applications to interact with stablecoins. Crypto-native wallets like @Lemonapp_ar plug into regional rails and banking networks. Fintechs such as @RevolutApp reduce money movement costs with stablecoins. Further, B2B focused companies like @AcctualTeam enable global invoicing in stablecoins. Ultimately, the greatest room for monetisation and experimentation sits at the top of this stack, but the foundation remains unshakable. As I've written many times; @Tether_to will always hold the throne of the stablecoin kingdom.

49k

I was recently in NYC for Stablecon and had more in-person conversations with the top stablecoin minds than ever. These are my takeaways: - There is a significant knowledge gap around USD₼ in the US market. It’s surprising, given how central Tether’s growth and impact have been to crypto. In my opinion, this should be standard study in the crypto history books. - I have come to the conclusion that the programmability of stablecoins is the primary catalyst for western markets to innovate with stablecoins. This is radically different in emerging markets, where the permissionless nature of stablecoins is the main driver of adoption. - A lot of people are focusing on FX in the context of stablecoins and payments. I think this is where the real value sits in the stablecoin stack, and where orchestration companies will make the most money. As a result, I suspect orchestration layers to use FX opportunities as a primary source of generating revenue, hence are unlikely to outsource this. - Following this logic, companies focused on stablecoin-based money movement in the US will need to facilitate volume at massive scale in order to reach escape velocity. - I have never been more bullish on MegaEth. @amiralmaimani’s MegaMafia is genius and something that should be replicated across other ecosystems.đŸ•Šïž - The user profile for stablecoins outside of the US is different for a saver, spender, and sender. A completely different user experience and application is needed to serve them properly. In the US, people are used to saving AND spending in dollars. - Most orchestration layers and API providers are sustained by just a handful of core clients - Local currency stablecoins will only thrive with volume from regional buyers and within a USD₼-based global liquidity pool. Chains biased toward other stablecoins will not capture the volumes or market opportunity of local currency stablecoins beyond an incentivised scale. - Tether continues to win with two significant network effects. The first is a user network effect. If you are in stablecoins, you are probably holding USD₼. It has the most real, unique holders. These users are happy to receive in USD₼, which makes it more widely used and hence considered “harder” as an asset. The second network effect is liquidity. USD₼ has the deepest liquidity with cryptocurrencies like BTC and ETH, as well as local currencies. The growth of a stablecoin is ultimately a function of its liquidity, leaving USD₼ positioned for continued dominance. - A lot of key people are bullish on @PlasmaFDN and understand the case for a purpose-built blockchain for stablecoin payments. TLDR: US-based stablecoin innovation is interesting and mostly follows the path of fintech. It is fundamentally different from what we see in emerging markets. Adoption looks completely different in the US, where few people actually need access to digital dollars. Tether is winning and will continue to win, whether or not US builders recognise it. Also trillions.

26k

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