Joined December 2024
- Tweets 1,937
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Justin doing the lords work by humbling this cocky prick
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Everyone is talking about AI stocks, IPOs, and Defence primes.
Asymmetry is found in the quiet trades. Rare earths is quiet for nowโฆ it wonโt stay quiet forever.
I might be a crypto account, all that means is Iโm tuned into finding the narrative before itโs a narrative.
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Dr Salt (sha/ ker) โ๏ธ๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ retweeted
Iโve been digging into Iluka Resources $ILU and I think the market may be underestimating what the company is building at Eneabba, WA.
Most see a mineral sands company.
I see one of the Westโs most ambitious attempts to build rare earth processing capacity outside China.
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In December 2024, NATO formally identified 12 defence-critical raw materials essential to modern military production.
Rare earths were on the list.
The reason is simple:
Modern defence systems rely on them, while most of the global processing capacity is concentrated in China.
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Australia is betting on changing that.
In 2022, the Morrison Government backed Eneabba with a A$1.25 billion loan.
In 2024, the Albanese Government expanded support to A$1.65 billion.
Two successive governments backing the same project at that scale is difficult to ignore.
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To me, that signals Eneabba is being viewed as strategic infrastructure, not simply another mining project.
The next decade may not be defined by who owns the minerals.
It may be defined by who controls the processing.
$ILU
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Iโve been digging into Iluka Resources $ILU and I think the market may be underestimating what the company is building at Eneabba, WA.
Most see a mineral sands company.
I see one of the Westโs most ambitious attempts to build rare earth processing capacity outside China.
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China controls roughly 90% of global rare earth refining and separation capacity.
The strategic bottleneck isnโt digging materials out of the ground.
Itโs turning them into usable industrial inputs.
Thatโs where the leverage sits.
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The key insight:
The critical minerals story isnโt really about mining.
Itโs about processing.
Countries like Australia, Canada, and the U.S. have significant mineral resources, but for decades much of the worldโs refining and separation capacity became concentrated in China.
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Any doubts you may have around $ORE now will likely be resolved moving forward.
This protocol keeps growing, keeps iterating, keeps delivering.
I know which side Iโd rather be on..
Before Dec 9, 2025, ORE's mint authority was controlled by the mining program. The same contract that ran rounds held authority to issue new tokens.
That contract was upgradable. Every proposal to change the mining rules carried the structural risk that someone could change the cap, too.
The fix was separation.
A dedicated mint program was deployed. The SPL mint authority migrated to it. Then the mint program's upgrade authority was revoked. Frozen.
The frozen mint program enforces three rules:
โข Max supply: 3,000,000 ORE
โข Max per mint call: 2 ORE
โข Minimum gap between mint calls: 150 slots (~60 seconds)
The ceiling resolves to 2 ORE per minute. The rules are not parameters. There is no upgrade path. The rules are the contract.
Max supply was also reduced on the same day:
5M โ 3M
A 40% cut, applied before the keys were thrown away. ORE was on track to reach 5M slower than planned, so the cap was reduced to minimize unnecessary supply overhang.
3M splits cleanly.
0-1M is the early game. 1M-2M is mid. 2M-3M is end.
The mining program โ round mechanics, fees, RNG โ stays upgradable. The supply is not. ORE holders are protected from supply changes. Forever.
Sources:
โข Freeze thread: x.com/OREsupply/status/19984โฆ
โข Mint program source: github.com/regolith-labs/oreโฆ
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Sub $100 solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp means thereโs a decent entry for all the non-miners out thereโฆ
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Hold up mr whitewhale is now bullish on @ore ๐ค
Dude got his entry then ๐
Everyone gets $ORE at the price they deserve.
solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp UP solana:So11111111111111111111111111111111111111112 Down
Guy who abandoned his own project when things got tough?
Hating from the sidelines
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Dr Salt (sha/ ker) โ๏ธ๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ retweeted
Jun 3
Wait... are you telling me that future proof electronic cash is now spendable on Amazon and eBay?
Attention, self-sovereign individuals:
ORE is now spendable through @SP3NDdotshop
No fiat currencies or stablecoins required.
Store value. Spend value.
Future-proof electronic cash.
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Dr Salt (sha/ ker) โ๏ธ๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ retweeted
Jun 1
1/ Excited to finally publish Cash Flow King, a deep-dive initiation report on solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp Protocol.
The ORE ecosystem has no shortage of dashboards and data. What's missing is a single resource that provides context, and connects the dots. So I wrote one.
oreprotocol-research.com
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RT @toly: The first quantum safe sov
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Over $28.75M spent on ORE buybacks since launch! โ๏ธ
ORE's grid mining protocol collects 10% of every SOL mining reward as revenue and uses it to automatically buy ORE on the open market. 90% of bought ORE is buried, and 10% is distributed to ORE stakers as yield.
So far the program has bought back 288k ORE, or about 38% of supply.
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๐ @ore X @solflare linkup
Why is there even a comparison between $ORE and whatever other nonsense forked copies are making noise currently?
There is no competition here! Bid the first mover, the OG, the proven protocol.
Solflare Live #43
Join @solquicks while he sits down leaders from @Tessera_PE & @ore to talk Solana & their roles inside of the ecosystem.
You won't want to miss this one.
๐๏ธ Monday, June 01
โฐ 11AM EST
๐ Right here on ๐ โ
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Dr Salt (sha/ ker) โ๏ธ๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ retweeted
May 31
ORE community is the strongest on solana.
Built on sweat equity and blood bonds.
You can't bribe that.
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Every morning I wake up and hate everyone who made me unsure about buying/ longing hyperliquid:native mid $30โs a little more.
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Dr Salt (sha/ ker) โ๏ธ๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ retweeted
Why this is attractive even if you're not an $ORE miner or buyer yet:
In crypto, a huge risk is trusting teams not to rug pull or make bad changes. $ORE just removed that worry for stakers. It's like turning your position into "set it and forget it" security โ similar to Bitcoin's unchanging rules, but with Solana speed and staking yields. If you believe in decentralized, trust-minimized assets, this is a big green flag for long-term safety.
Curious? Check the GitHub yourself or the official thread for details. Solid step toward making ORE feel like a reliable store of value on Solana.
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... ๐งต
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