Models are getting cheaper. Compute is getting easier to buy.
Real-world data is still the bottleneck 🔍
Robots and autonomous systems need the long tail of real roads, seen from every angle. NATIX captures it at scale with multi-camera footage from drivers worldwide 🚗🌎

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Validator 5HK2…YYXr scheduled a child-key change on 2 subnets
Validator hotkey 5HK2LZRrvj581VjyxuFxb6ehFZoNi5PqAg3Y2HsmYPhGYYXr announced new child keys on SN72, SN112, applying at block 9,302,287 (~24h). Stake delegated to it there routes through its children after that.
Validator5HK2LZ…hGYYXrSubnetsSN72, SN112 Between blocks 9,295,074 and 9,295,139
Validator 5HK1…RJAK scheduled a child-key change on 2 subnets
Validator hotkey 5HK1Ubcg6MBwDGW7Td4RtAvE1FNyvkHvXKfwymW9q1BCRJAK announced new child keys on SN72, SN112, applying at block 9,302,284 (~24h). Stake delegated to it there routes through its children after that.
Validator5HK1Ub…BCRJAKSubnetsSN72, SN112 Between blocks 9,295,074 and 9,295,139
Validator Kiln (5F7d…r6LW) scheduled a child-key change on 2 subnets
Validator hotkey 5F7dvCS7mdzJU4o9bAUx4LPgpF3XeMM1XEz9nVqVNga9r6LW announced new child keys on SN72, SN112, applying at block 9,302,290 (~24h). Stake delegated to it there routes through its children after that.
ValidatorKilnSubnetsSN72, SN112 Between blocks 9,295,074 and 9,295,139
Validator 5EqY…oaUf scheduled a child-key change on 2 subnets
Validator hotkey 5EqYdsxW1EYfb7PdJrazCYd1JuunqhABtHSWKh34jPbQoaUf announced new child keys on SN72, SN112, applying at block 9,302,293 (~24h). Stake delegated to it there routes through its children after that.
Validator5EqYds…bQoaUfSubnetsSN72, SN112 Between blocks 9,295,074 and 9,295,139
SN72 large buy: 252.5 τ
SideBuyτ252.50 τα117,075.54 αPool4.1% of poolWallet5GuRLE…URiuaC Block 9,290,542View block →
Physical AI labs are paying for the one thing they can’t generate: real-world data 🌎
That’s what NATIX has been building, one car camera at a time 🚗
And as @AlirezaGhods2 hinted, something is cooking 👀
Quoting @sjdedic
crypto data businesses might be one of the biggest opportunities right now.
microagi just went from 0 to $100M ARR in 6 months, the fastest revenue ramp on this entire chart, beating OpenAI, Cursor, Higgsfield and everyone else.
interestingly the engine behind this was Shift, their platform for collecting real world data to train robots and physical AI.
let that sink in for a second.
the demand for high quality real world data is so insane right now that a data business can outscale the fastest growing AI frontier and the fastest scaling software companies in history.
this is exactly why I keep saying the most overlooked opportunities in crypto are the former DePINs that quietly turned into exactly these kinds of data businesses.
@silencioNetwork, @NATIXNetwork and @OVRtheReality are sitting in the exact same category, sitting at ridiculous valuations given that no one is paying attention to them.
massive opportunity in there for those who are connecting the dots.
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A better model alone won’t get autonomy to scale 🚗
It also needs rare road cases to learn from, every camera angle to see the full scene, and real-world footage to test and validate against.
That’s the golden trio. NATIX’s multi-camera data covers all three 🔍

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Validator TAO.app (5CoZ…bifj) scheduled a child-key change on 125 subnets
Validator hotkey 5CoZxgtfhcJKX2HmkwnsN18KbaT9aih9eF3b6qVPTgAUbifj announced new child keys on SN1, SN2, SN3, SN4, SN5, SN6, SN7, SN8, SN9, SN10, SN11, SN12 and 113 more, applying at block 9,281,605 (~24h). Stake delegated to it there routes through its children after that.
ValidatorTAO.appSubnetsSN1, SN2, SN3, SN4, SN5, SN6, SN7, SN8, SN9, SN10, SN11, SN12, … (125 subnets) Between blocks 9,274,365 and 9,274,433
Real data. Real revenue. Real burns 🔥
Drivers collect multi-camera footage, AI teams buy it, and every sale becomes protocol revenue that buys back $NATIX and burns it.
The more Physical AI needs real-world data, the more this loop runs 🌎

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Validator Firepool (5Deo…zD9Y) scheduled a child-key change on 68 subnets
Validator hotkey 5Deo9Q3SnZWNPSEPRTgapbyy6egKu2oaNSqD4RQHHJEuzD9Y announced new child keys on SN4, SN6, SN8, SN9, SN15, SN16, SN17, SN19, SN21, SN23, SN27, SN29 and 56 more, applying at block 9,269,281 (~24h). Stake delegated to it there routes through its children after that.
ValidatorFirepoolSubnetsSN4, SN6, SN8, SN9, SN15, SN16, SN17, SN19, SN21, SN23, SN27, SN29, … (68 subnets) Between blocks 9,262,073 and 9,262,137
Validator Tensorplex Labs (5E4z…ULde) re-scheduled a child-key change on 22 subnets
Validator hotkey 5E4z3h9yVhmQyCFWNbY9BPpwhx4xFiPwq3eeqmBgVF6KULde announced new child keys on SN33, SN71, SN72, SN73, SN74, SN75, SN77, SN78, SN79, SN80, SN81, SN84 and 10 more, applying at block 9,265,716 (~24h). Stake delegated to it there routes through its children after that. It replaces the changes that were pending on SN33 (block 9,265,491), SN71 (block 9,265,347), SN72 (block 9,265,350), SN73 (block 9,265,353), SN74 (block 9,265,356), SN75 (block 9,265,359) and 16 more, which will not apply then.
ValidatorTensorplex LabsSubnetsSN33, SN71, SN72, SN73, SN74, SN75, SN77, SN78, SN79, SN80, SN81, SN84, … (22 subnets) Between blocks 9,258,514 and 9,258,581
Validator Tensorplex Labs (5E4z…ULde) scheduled a child-key change on 22 subnets
Validator hotkey 5E4z3h9yVhmQyCFWNbY9BPpwhx4xFiPwq3eeqmBgVF6KULde announced new child keys on SN71, SN72, SN73, SN74, SN75, SN77, SN78, SN79, SN80, SN81, SN93, SN98 and 10 more, applying at block 9,265,314 (~24h). Stake delegated to it there routes through its children after that. It replaces the changes that were pending on SN80 (block 9,261,738) and SN93 (block 9,263,246), which will not apply then.
ValidatorTensorplex LabsSubnetsSN71, SN72, SN73, SN74, SN75, SN77, SN78, SN79, SN80, SN81, SN93, SN98, … (22 subnets) Between blocks 9,258,111 and 9,258,178
World Models simulate reality, but if you feed them nothing but internet data, how much reality are you actually capturing?
Real-world multi-camera driving data is the key to unlocking the next generation of autonomous systems. 🗝️
That's how autonomy scales 📈

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Most World Models today are built on front-facing driving videos. ➡️
But reality comes at us from all sides. That's why multi-camera video data is extremely valuable for autonomous driving simulations. 🔁
That's the data NATIX offers 📹

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Missed our latest token burn? We've got you covered 😉
224,971,878 $NATIX burned across Q2 and Q3 🔥
Our drivers collect data. Companies pay for it.
Real demand = Value accrual to the token.
Over 931M tokens were already permanently removed from the supply in total 💪

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SN72 entered the deregistration top 5
Now rank #5 in the queue — the next subnet registrations remove rank 1 first.
Between blocks 9,232,608 and 9,232,700View subnet →
8/
The Physical AI data economy is no longer theoretical, and this is just the start.
NATIX drivers capture the physical world. We turn it into the data Physical AI needs 👇
natix.network/blog/natix-data-sale-world-model-…
Linknatix.networknatix.network/blog/natix-data-sale-world-model-labFull post on TaosisOpen on X ↗
7/
And every sale becomes protocol revenue ⚡️
With our Q2 and Q3 burns, 224,971,878 $NATIX are now gone for good 🔥
That's value accrual tied to something real: Our drivers generate data ➡️ AI companies pay for data ➡️ that revenue flows back to the token.

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5/
This goes well beyond autonomous driving.
The same intelligence could power robots, humanoids, self-driving cars, drones, and simulated environments. Anything that needs to understand how its actions affect the world 🤖
That's the wider Physical AI economy.

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6/
Why NATIX data?
General world models can't learn everything from internet data. They need multi-camera, real-world video of how environments change, how objects move, and how people behave 🔍
That's exactly what NATIX drivers capture every time they drive.

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4/
Now we're getting paid for it 💪
Our customer is building foundation world models that understand physics, motion, and cause and effect. They're a Unicorn and have already built several world models.
NATIX driving data is now part of that mission.

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3/
Then came demand.
VATIX, our multi-camera WFM with Valeo, outperforms open-source models like GEM and Vista. Orbis 2 is 3x faster and 4x more stable than Cosmos 2.5.
The best open-source world models learned the road from NATIX data 👀

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2/
Every DePIN has to prove two things: supply and demand.
Supply came first. Everyday drivers, using the cameras their cars already have, have collected 200,000+ hours of real-world, multi-camera driving data 🌎

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NEW AI CUSTOMER BUYS 3,000 HOURS OF NATIX DRIVING DATA 🚗
We've signed a six-figure deal with an AI lab pioneering general world models. Real demand for DePIN on @solana.
Not a research collab. Not a free dataset. A paying customer.

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September Progress Update just dropped:
📹>198K Hours of Multi-Camera Footage
💹>8.4B $NATIX Staked
🌐VATIX World Model unveiled by Valeo team using NATIX data
🔓Third open-source dataset released on @huggingface
Full recap👇
natix.network/blog/progress-update-natix-networ…
Linknatix.networknatix.network/blog/progress-update-natix-network-september-2026Full post on TaosisOpen on X ↗
Simon gets the asymmetric setup. Zoom in on @NATIXNetwork for a second.
World Foundation Models are becoming the substrate Physical AI actually runs on. NATIX data is turning into the benchmark those models train against.
Orbis 2 (University of Freiburg / nxtAIM) used NATIX as the single largest contributor: 2,000+ hours of driving video, over 40% of the full mix, ahead of NVIDIA PhysicalAI-AV, OpenDV, and BDD100K. That’s the second WFM built on our data after the multi-camera model with Valeo. Open-source and closed-source teams are both pulling from the same real-world multi-cam distribution.
You can’t be bullish on Physical AI and not be bullish on World Foundation Models. You can’t be bullish on World Foundation Models and ignore where the scarce, diverse, edge-case-rich real world data actually comes from.
That’s the inductive chain. It runs straight through NATIX.
We’ve been cooking for a while. Something interesting soon 🔜
Quoted post
Ansem gets it.
$GRASS is just the biggest and currently most prominent example of this, but there are several old DePINs that have transformed into some of the most exciting data and AI businesses out there.
Working with frontier AI labs and leading big tech companies whose demand for data is practically infinite, and so is their budget.
I know it's hard to verify, since their revenue and sales pipelines are offchain. but all it takes is a bit of digging to realize how wildly mispriced projects like @silencioNetwork, @NATIXNetwork and @OVRtheReality really are.
Once you've checked which of these teams are actually aligned with their token (teaser: all of the above are), you just want to accumulate as much as you can while their FDVs are still ridiculously low like they are right now, then stay long as long as the AI bubble (or do we call it the SI bubble now?) hasn't burst yet.
It's not often the market hands you an opportunity this obvious and this asymmetric at the same time, an
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