Dani

[Dani @OrdinalDani]

@theghost_alb @HyperliquidX @chameleon_jeff @xulian_hl Hi ser @theghost_alb can you DM me? I can't send you a dm. Would like to ask about hype

[Dani @OrdinalDani]

@npcsolananews 2xB9sTHT8pZ1gzU3W4YXxnVRVW6LwyfMaoxY6ZwhJskE

[Dani @OrdinalDani]

@SorcererTrading Hi

[Dani @OrdinalDani]

@MINHxDYNASTY @MagicEden Charizard

[Dani @OrdinalDani]

@macaron_bid Chad Dev

[Dani @OrdinalDani]

@kllrbeez Killah

[Dani @OrdinalDani]

@DeGentlmn Wild. Higher

[Dani @OrdinalDani]

@magicianassasin @macaron_bid Look closely. Its one of the top miners. Mine and chill

[Dani @OrdinalDani]

@PopeelykV2 BEAST. Tailed you G!! Thanks for the free money

[Popeelyk @PopeelykV2]

Dota picks ⚔️
Singles / parlay 🫡

[Dani @OrdinalDani]

@TenaciousBit This mf retarded af

[Fagan 🇺🇸 ⛏️ @thejustinfagan]

here is a taste of my $ore thesis:

"ORE is structurally hard to kill. As long as Solana continues to function, the ORE program remains live—its state, rules, and reward logic are permanently embedded on-chain. Even if all miners walk away, ORE doesn’t shut down; it only takes a single participant to resume rounds and restart the economic engine. Unlike traditional proof-of-work systems that require hardware, electricity, and operational overhead, ORE offers a radically low-barrier entry into a PoW-like environment: no rigs, no ASICs, just capital, a wallet, and luck. In that sense, ORE is either already dead or effectively immortal."

[KEMOSABE @KEMOS4BE]

"Isn't ORE just another OHM?"

There are some similarities after all.

OHM's Model:
• High APY (8,000%+) → Attracts stakers → Price up → More staking → Reflexive loop
• Worked during 2021 bull → Collapsed spectacularly when growth stopped
• "Decentralized reserve currency" narrative → Math that worked until it didn't

ORE's Model:
• High yields (~130% unrefined, ~23% staking) → Attracts miners → Revenue → Buybacks → Deflation → Price up → More mining
• Working during current favorable conditions → Untested in prolonged bear
• "Perfect store of value" narrative → Math that works with sufficient activity

The reflexive loop structure is eerily similar. Both require continuous participation to maintain their core value proposition.

The Critical Differences:
1. Yield
OHM:
• 8,000% APY paid entirely in newly minted OHM
• Zero external revenue, pure dilution
• Mathematically guaranteed to collapse without infinite growth

ORE:
• 20% ORE APY paid from 10% of buybacks (funded by mining fees in SOL)
• 130% ORE APY paid from 10% refining fees (paid by claimers)
• Real external value flowing in through mining fees

2. Fair Launch vs. VC Extraction

OHM: Early investors and team had preferential allocations, accelerating collapse when they exited.
ORE: 100% fair launch means no insider dumping, only whales and traders to contend with.
Counterpoint: With ORE we all get rekt together if it collapses. Fair launch doesn't guarantee viability.

3. Entertainment Value
OHM: Pure staking, zero entertainment beyond number-go-up.
ORE: Strategic mining game with PVP/PVE, motherlode lottery, actual gameplay

But: Most blockchain games die. Is ORE's game compelling enough to sustain activity for years without price appreciation?

The Honest Assessment
ORE is better designed than OHM in every measurable way:

• Lower, more sustainable yields
• Real revenue from external sources (SOL fees)
• Fair launch eliminating insider extraction
• Counter-cyclical mechanisms (unrefined APR increases during volatility)
• Transparent, auditable mechanics

But it has vulnerabilities:
• Revenue requires sustained mining activity
• Activity may decrease in unfavorable conditions
• No proven entertainment value sufficient to sustain through multi-year bear
• No major network effects or Lindy, yet

TLDR:
OMH was structured to collapse. It was mathematically impossible to sustain.
ORE is theoretically possible to sustain if mining activity stabilizes at a level where revenue covers emissions or there is a strong enough base of accumulators.

The real debate around ore is "Is ORE's value proposition compelling enough to sustain activity?"

Which is the exact same question asked of all startups and businesses.

[Dani @OrdinalDani]

@bore_supply HAHAHAHHAAHHAHAHAAHHA

[Trey Buckingham 🇺🇸 ⛏️ @treybuckingham]

$ORE only re-introduced itself to Solana 22 days ago! In that time, a lot has happened!!

- Market cap grew 4x, from $20M to $80M (peaking above $240M!!)

- Holder count grew 118%, from 11K to 25K

- Concurrent miner count grew 21x, from 30 to 650 (peaking above 2,000!!)

- 24h Protocol revenue grew 5x, from $69K to $350K (peaking above $1M!!)

In addition to core growth, Ore’s ecosystem growth has exploded!!

Mining P&L Trackers, Analytics, and APIs (4)
- https://t.co/tUFOsjtZ5N by @gmore_fun
- https://t.co/9dmJ49wK04 by @nftimm
- https://t.co/6Xltd6ZL6i by @0xKriptikz
- https://t.co/OhGuqdjKWw by @oredotmonster

3rd Party Mining Sites & Extensions (4)
- Mule by @RadiantsDAO
- https://t.co/fBd6I5XBov by @CloakdDev
- extension by @0xScotchPilgrim
- [redacted] coming soon….
- [redacted] coming soon…

Games (2)
- https://t.co/fBd6I5XBov by @CloakdDev
- Integration with @photofinishgame

ORE Treasuries (4)
- @colosseum
- @RadiantsDAO
- @photofinishgame
- @OREStrategy

Defi Integration (3)
- @DeFiTuna
- @FlashTrade
- @moonshot

Videos & Tutorials (5)
- @neil_shahani
- @SebMontgomery
- @DerrickWKing
- @KEMOS4BE
- @dchapman

Thought Pieces (5)
- “ORE has solved the original sin of crypto” by @KEMOS4BE
- “You've Always Known Something Was Wrong” by @KEMOS4BE
- “What is ORE?” by @KEMOS4BE
- “So, Is Ore A Ponzi?” By @KEMOS4BE
- “Is ORE Mining or Gambling?” by @dchapman

We’ve even see copycats pop-up (2)
- @bore_supply
- @soresupply

Lastly, @HardhatChad shared some Ore lore around how the name came to be:
- Study Nicholas (Ore)sme, the De Moneta

Oh yeah — and @toly called Ore “Money”

Bullish @OREsupply

[Trey Buckingham 🇺🇸 ⛏️ @treybuckingham]

Most of the capital onchain has been trained to look at everything through the lens of a short term, PVP, swing trade.
> “what’s the next quick catalyst?”
> “when’s the next team post?”
> “can we artificially pump xyz?”
> “which wallets are buying?”

This isn’t investing. This is gambling (and manipulation).

Unlike the actual crime, ponzis and gambling that exist… $Ore is not that.

[skinky @goatdsalmon]

Popcat went to 2B
Fartcoin went to 2B+
WIF went to 5B

And you're telling me with a straight face that one of crypto's highest revenue generating protocols won't get there?

Back to the asylum you go.

[Ore Historian ⛏️ @oreHistorian]

Recent correction in $ORE primarily happened due to awful grifters and jeets

This is the cultural war we are fighting to change in Solana

Nothing has changed

Thesis is intact

Solana’s SoV is $ORE

Lets keep fighting for what we believe

[mert @mert]

retirement is such a beta concept

gentlemen, you have plenty of time to relax when the eternal void of time engulfs you into nothingness

until then, fight

[Soju 燒酒 | Meteora @0xSoju]

This is gonna be an exciting week.

In about 36 hours, we'll ship the tokenomics page + our TGE plan (and our thoughts)

and me/@realdezen will be on stream 30mins/1h after