01 current minting progress is 87%. Price is $0.21. The reserve pool is $1.3M+. Launch is getting closer and closer.
After launch: the pricing model is completely switched.
After launch: buy() is disabled, and all buys must be done through the DEX. Pricing power shifts from the mathematical formula to the free market.
Key: the buyer no longer buys from the "infinite-supply curve" (there is a total quantity cap), but from "DEX holders with finite supply." The supply amount does not increase by even one coin.
Similarly, a $100,000 buy and its price impact under different DEX pool depths (constant product AMM model):
DEX pool $200k: buy $100k → price rises by about 125%
DEX pool $500k: buy $100k → price rises by about 44%
DEX pool $1M: buy $100k → price rises by about 21%
Comparison: Before launch, buying the same $100k on the curve increases the price by about 8.7%.
After launch, the upside from the same amount of capital is 5 to 14 times that before launch. Reason: supply is no longer expanding to absorb buy pressure. And every 1% increase will never be diluted away by new minting.
So, for those who want to buy and haven’t bought dogs yet—especially if you’re planning to buy more than 100k—you should know when to pull the trigger, right? Buying large amounts after bonded is fully filled is not very worthwhile.
Four, post-launch selling: burn everything + reserve backing
The sell() function has no bonded check, and runs normally after launch. Confirmed line-by-line in the contract source code:
coin.burn(msg.sender, coinIn) -- all the tokens you sell are permanently destroyed on-chain
minted decreases
sUsds.withdraw(usdsOut, to) -- withdraw USDS from the reserve pool to you
Every single 01 you sell is permanently erased. Supply only decreases, never increases.
Floor price mechanism: If the DEX price is lower than Curve01’s sell price, arbitrageurs buy on the DEX at the lower price and then sell via Curve01 to profit from the spread. This arbitrage automatically creates buy pressure on the DEX.
$2M USDS reserves + Curve01 sell channel = a hard floor of about $0.098. The DEX price can rise infinitely, but it can’t fall below this floor. Infinite upside, grounded downside.
Five, five acceleration factors
Supply is locked. At launch, circulating supply is about 20.46 million; afterwards, it can only decrease. 85% of the Top200 addresses have never sold—so the actual tradable amount is far less than the circulating supply.
Double buffer disappears. The curve is steep toward the back after being gentle before + each buy creates new supply—both price buffers disappear after launch.
Hard-floor USDS reserves. A $2M reserve provides a deterministic floor price of about $0.098. The reserve pool continuously earns yield in sUSDS, and the floor price increases every day.
Selling is permanent deflation. Each time the official site sells and burns everything, the supply decreases by the full amount sold. The more you sell, the stronger the remaining 01 supports.
Narrative reversal. From “curve assets you can buy anytime” to “a digitally scarce asset with minting shut down, only decreasing and never increasing, backed by reserves.” The valuation logic switches.
Six, strategies before and after launch
Before launch: buy through the official site. Curve pricing is fair; buying $100k impacts the price by about 8.7%.
After launch: add to the pool. By increasing liquidity on the DEX, you earn trading fees + provide trading depth for the community. V4 Hooks allow custom pool design.
Holding + adding to the pool is the optimal strategy. The ideal state: continuous trading and steady price increases. Continuous trading = continuous burning = reduced supply = rising price. A positive feedback loop.
Seven, a mathematical fact
Current (minting 81.1%): buy $100k on the curve → price rises by about 8.7%, with supply increasing by about 550k
After launch (bonded = true): When the DEX pool is $200k, buying $100k → price rises by about 125%; supply increases by 0
With the same amount of money, the post-launch upside is more than 14x what it was pre-launch. And it is never diluted back away by new minting.
Launch is not the end. Launch is the starting point that accelerates.
Official website:
https://zero1.cash/
X:
@zero1cash