The Supply Will Go to Zero Before the Price Does A month ago, ORE started building something different. A Reserve. The idea was simple: If ORE is going to become money, it needs more than a fixed supply. It needs a mechanism that continuously acts on that supply. Because scarcity is not just about how many coins exist. It is about what happens to the coins that do exist. And that is where the ORE Reserve gets interesting. ⸻ The old HaWG had one instruction: Spend it. Protocol revenue came in. HaWG bought ORE. ORE got buried. Repeat. It was beautifully simple but remarkably blunt. If ORE was ripping higher, HaWG was still buying. If ORE was falling, HaWG had little ammunition beyond whatever revenue was arriving in that moment. It meant the protocol was effectively fighting every battle with the same weapon: market orders. Well, markets don’t move in straight lines. And defense doesn’t work that way either. You don’t put every soldier on the front line. You don’t empty the armory every morning. You don’t spend your entire defense budget the moment you receive it. You build layers. You hold ammunition. You decide where it matters most. That is the idea behind the Reserve. ⸻ The Reserve is a war chest for ORE Think of the Reserve as the protocol’s permanent ammunition supply. It’s not a treasury or a redemption fund. Certainly not a promise that one ORE is worth X dollars. There is no NAV. There is no peg. There is no bureaucrat sitting behind a desk deciding what ORE should be worth. There is simply capital deployed onchain according to a strategy. The Reserve provides liquidity. The market determines the price. The contracts determine the behavior. And when the market moves down through the Reserve’s ranges, the protocol becomes a buyer. The deeper the drawdown, the deeper the defense. That changes the geometry of the buyback. Instead of: Revenue → buy ORE immediately you get: Revenue → Reserve → deploy capital across price zones → buy ORE when the market gives us better prices. That distinction is crucial. Because buying ORE at $70 and buying ORE at $700 are not the same economic event. The first one retires vastly more supply. The Reserve isn’t theoretical. It has already gone from an idea on a Discord thread to an actual piece of ORE’s monetary infrastructure. The dashboard currently shows approximately: $45,000 TVL $250 in fees over the last 7 days 1,138 ORE of support 47.64 ORE buried over the last 7 days And the capital isn’t sitting in one giant pile. It’s distributed across assets. Approximately one-third each in: SOL USDC GLDx The Reserve is plugging away, doing its job. Currently 5% of protocol revenue is diverted towards building it. Check back in a year. You might be surprised at how little things can compound :-)

A $32M token is growing its reserves at a rate of $200K per month Enough to buy almost 1% of its supply, at any moment, whenever the token drops It also allocates 95% of all revenue to token buybacks at any price It is a built-in plunge protection tool that no other token has in crypto $SOL going up means that @ORE activity, revenue, buybacks and reserve grow much faster If you assume SOL pumps to ~$170 which is incredibly realistic, then the reserve could grow up to $500K a month In this scenario, downtrends become way more muted, whereas holder confidence grows and incentive to sell decreases This is the cycle where revenue-generating businesses that deploy value back to their holders become the norm

Simple math. solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp can go on an even bigger run than zcash:native just did. 100X

If zcash:native gets to even 10% of $BTC at current mcap ($1.5T), that’s $150B for $ZEC mcap, i.e. 7.5X from here. If solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp gets to even 10% of $ZEC at current mcap ($20B), that’s $2B for solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp mcap, i.e. +100X from here. Conclusion = LONG $ORE

In 2017, $BCH hit 30% the mcap of BTC. $LTC hit 8%. Both behind the "better version of Bitcoin" narrative. $ZEC currently sits at 1.6%. Getting to 15-20% is not unreasonable. At $100k BTC, that would price $ZEC at $15 - 20k. 5 digit Zcash. Most are not ready for this scenario.