kel xyz Profile picture
amateur speculator. alliance angel lp @alliancedao + partner @ ai16z. ex messari research nfa

Aug 2, 8 tweets

1/ A New International Money: $ORE v2

“Every new thing creates two new questions and two new opportunities.”

- Jeff Bezos

With metas on the verge of exhaust, a new international money emerges.

2/ new token distribution mechanisms are always overlooked or even ridiculed at the onset

using proof of work for distribution atop a performant proof of stake chain has the potential to be the next such faded mechanism

3/ novel distribution alone isn’t enough. Ore innovates at the cryptography level with DrillX, a new mining algorithm allowing anyone the ability to mine – forever.

Compare that to everything else, where asic miners have priced out regular people – forever.

4/ combine that with Solana’s superior speed and cost to transact, and a picture for Ore superiority begins to paint itself

5/ on the other side of this bullish picture is inflation. the top-cited risk for this contender money.

with mining emissions extending to the 2060s or 2070s, Ore inflation will be steep upon the v2 launch.

chart via @N8Solomon

6/ inflation is a valid concern, but:

the point of maximum opportunity for crypto assets has historically been at the point of maximum marginal inflation.

In order to achieve atypical returns, one must accept atypical risks

7/ there’s much more nuance and details to this thesis - please check it out (linked next zeet)

comment or dms open for feedback

huge thanks to the @heliuslabs fam for having me on as a guest! its like seal team solana research over there

8/ check out da piece here helius.dev/blog/solana-bu…

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