ms ⛏️
273 posts

ms ⛏️
@_markstreeter
18 years across tradfi and crypto globally with a focus on Asia. founding partner https://t.co/4bITphuYrc, 10 yrs @citic_clsa, IB w/jones trading. Grants on sol.
Beigetreten Nisan 2026
409 Folgt65 Follower

@DiggyMonke @MattThomasNow @Blockworks My pleasure! Having this level of granular data makes digging into a protocol so much more fun and informative. I’m Always happy to share what I find important 🫡💪🏾
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another wonderful chart from @Blockworks $ORE dashboard. Miner participation is key as the sol deployed p/rd drives rev, which drives yield etc...as such its great to see new miners and returning miners increasing. <1000 daily and around 350 or so miners p/rd, very early.

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@supercontraa @kantianum Is this not just a $ore knock off or am I missing something?
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ms ⛏️ retweetet

$Zinc thesis
Pow mining is one of the top revenue generating projects in solana
- Ore is in Top 5 - Bringing in 1Mn revenue (last 24 hours)
- Next is Godl which is in Top 15 with 28K revenue (last 24 hours)
defillama.com/revenue/chain/…
$Zinc with MetaDAO + Arcium could seriously pull some share from which is at 57Mn Mcap as their game has some good mechanics
So with Zinc being less than 1Mn Mcap looks like a steal to me
If anyone knows how privacy PoW mining benefits them please share that’s the part I couldn’t understand
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@Sierra_rak yes. My old bank did a survey of 20 year old koreans in 2004 and majority wanted plastic surgery and said it is because in the real world, all opportunity is driven by initial appearances and judgement and that this is explicitly an issue when finding work.
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LUXURY HOME PRICES OUTPACE BROADER MARKET
U.S. luxury home prices rose 3.6% year over year to $1.39 million, more than double the 1.4% gain in non-luxury homes, according to Redfin.
Luxury demand also strengthened, with pending sales up 4.3%, as wealthier buyers remain less sensitive to mortgage-rate volatility.

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@zinnresearch @ario_57_ @OREsupply @HardhatChad @Starship_Fronk @Lothaen @Wisemenmentors @voblefun @starflamegod @toly @solana Single most important metric
Català

@ario_57_ @OREsupply @HardhatChad @Starship_Fronk @Lothaen @Wisemenmentors @voblefun @starflamegod @toly @solana great breakdown and another thing to note is the increase in miners that go alongside it! Going from ~190 per round in April to averaging ~290 per round now

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✍️ solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp just hit a new 5-month ATH, so I looked at its revenue, buyback/burn activity, and staking yield.
Total @OREsupply revenue has now passed $28.7M.
Around 90% of that revenue, or more than $25.9M, has gone toward solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp buybacks and burns, while the remaining 10% has been distributed to stakers as staking yield.
What stood out is the recent shift in daily burn activity. Since early April, daily solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp burn volume has reversed its previous downtrend and increased by more than 4.1x, moving in the same direction as the token’s recent price recovery.
ORE’s daily revenue has also climbed above $140k, putting it in a similar range to @JupiterExchange on a daily revenue basis.
The interesting difference is in how revenue is allocated:
ORE directs 90% of revenue to token burns, while Jupiter allocates 50% of revenue to $JUP buybacks.
At the same time, $JUP’s market cap is over $680M, roughly 10.9x larger than .
One interesting part is how closely ORE’s price has followed the increase in buyback/burn activity. It’s not often you see price action move this directly in line with buyback volume, so this is a data point worth watching.
🚨 This is not a financial advice!

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solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp is the only protocol here under $100m mcap, btw.
OREillions ⛏️
ms ⛏️@_markstreeter
gn. $ore.
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@Bluntz_Capital how much revenue flows to token holders? how have DAU and MAUs grown over the past months? Are there any large unlocks upcoming? these are the questions to answer.
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fade $cards at your own risk imo.
this is literally the easiest layup ive seen in a loooong time
Ansem@blknoiz06
$CARDS generates almost the same revenue as $VVV which is at 1B+ market cap but because its on solana instead of base & the zoomers have decided to only bid memes it still sits at $40M differentiated app in its own vertical with very little competition
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@aussiExau I'm not following anyone per se, just aware of who is consistently active and likely mining+selling vs mining to hold. To find out more you can just go to ore-stats and dig into the mining history of any of the most successful miners over a determined period of time.
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@_markstreeter Spot on, love this take. If ORE holds above US$100 miners can keep selling profitably while people quietly build positions, win-win. Keen to hear which miners you’re watching?
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w/ solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp well above US$100, the mines look good. Prod cost at these levels means miners who want to mine and sell and repeat can do so profitably driving yield. Miners who want to build a position can start acquiring at a discount to open mkt. good stuff.
@OREsupply

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