David Chapman ⛏️

Investing in projects for the long term. Masher Capital.

[David Chapman ⛏️ @dchapman]

@armaniferrante @Backpack I would start to.

[Matt Loszak @MattLoszak]

"You can't build nuclear quickly"

Built our first 10 MW-scale reactor and facility from bare dirt in 5 months.

"You can't build nuclear affordably"

Only spent $70M in our company history. Includes our real reactor & facility, fuel, prototypes, factory & equipment, payroll, regulatory costs, etc.

"You can't build small nuclear at scale"

🔜 About to build out our 1,000,000 sqft factory space.

More to come.

[Awayrook ⛏️ @Awayrook]

unpopular opinion (but will soon be popular):

Solana's use-case this entire time was for something like $ORE

[toly 🇺🇸 @toly]

The first quantum safe sov

[ORE @OREsupply]

Tomorrow.

Something big is coming.

Hard hats and notifications on.

[ORE @OREsupply]

The ORE staking program has officially been frozen.

This is a major milestone and security upgrade for token holders. All staked assets are now immune from upgrade authority risks.

Here's what this means for users... 🧵

[Hardhat Chad ⛏️ @HardhatChad]

Future-proof electronic cash

[mattytay @mattytay]

My investment theses for H2 2026:

Put the SOL in the mines.

Put the decisions in the market.

[Hardhat Chad ⛏️ @HardhatChad]

Crypto can simultaneously 1) embrace traditional finance and 2) return to cypherpunk roots.

One without the other would be a major loss for the world. Where these trends intersect is the most interesting place in the industry.

[David Chapman ⛏️ @dchapman]

RT @Wisemenmentors: This is @HardhatChad's first interview in over a year.

What Satoshi started, he never stopped building.
He's locking @…

[David Chapman ⛏️ @dchapman]

@TXMCtrades Yep. Thats why I prefer ORE on Solana as a SoV.

[gary 2.0 ⛏️ @ceagleoneism]

All time total SOL deployed to mine solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp just crossed $300M 👀

[Blockworks @Blockworks]

NEW: Now tracking @OREsupply, a digital store of value and one of the top revenue-generating apps on @solana.

Track Ore's financials, buybacks, staking activity, mining activity, behaviour of miners, investors, and its competitive position relative to peers in a single place.

[mattytay @mattytay]

Seeing a lot of grumbling about SOL’s price action.

I think SOL will do well when Solana’s network activity surges. And since it has the most robust eco, I think that will happen soon. But when activity stagnates, I don’t expect it to hold value like a true SoV.

It’s not designed as hard money: flexible issuance/supply, validator incentives, fee payments, etc.

$ORE, however, has the attributes to potentially become Solana’s SoV: frozen supply, fixed issuance, real yield, fair launch.

A healthy ecosystem needs both. In fact, I think the winning blockchain of the future will need a dominant SoV native to its chain.

[David Chapman ⛏️ @dchapman]

@HardhatChad Sign me up.

[David Chapman ⛏️ @dchapman]

@mattytay Facts.

[David Chapman ⛏️ @dchapman]

100% FACTS.

[mattytay @mattytay]

Solana manlets think RWA perps is the most critical market to win.

That's wrong.

The market for non-sovereign SoV is vastly more important.

Long-term, RWA trading will gravitate to the chain where the dominant SoV asset is natively liquid and composed with across DeFi venues.

[Hardhat Chad ⛏️ @HardhatChad]

ORE is an attempt to revive the original vision of crypto.

[David Chapman ⛏️ @dchapman]

@Theptilla @MagicEden Been part of the cool club for awhile but had to take advantage of the cheap price on the pirate.

[David Chapman ⛏️ @dchapman]

I just bought a monke because Thep said I should. It took me 8 clicks to buy it from @MagicEden -- truly some of the worst UI / UX in crypto and that is saying a lot.

[Thep ◎ ⛏️ @Theptilla]

Monkes are the best!

You must own one.