Today’s play.
It’s no surprise $orca is up so well in 24 hours.
But this isn’t just another random pump, there are multiple real catalysts behind the move.
Here's the breakdown ⬇️
Over the last 4+ years, @orca_so quietly built a powerful engine, Whirlpools, aggregator flow, and growing protocol revenue.
But they did the most impactful one recently, their revenue share model.
This is the impact:
> Orca earns $128K/day in fees = $46.7M/year.
> 50% of that is now proposed to go to staked $orca holders in stablecoins or $sol.
> Stake for 6mo, 1yr, or 4yrs with up to 4x alignment multiplier. Minimum stake? Just 100 $orca.
The math is wild: if 100% of that $23.35M went to buybacks, it would retire 19.4M $orca annually. That’s 19.4% deflation per year.
For comparison? Raydium's deflation rate is under 9%.
◢ But it doesn’t stop there.
A new governance proposal just dropped, and it’s one of the most aggressive token value plays I’ve seen in a while:
→ $10M in immediate open market buybacks
→ Programmatic buybacks using protocol fees
→ Burning 25% of total token supply
→ Funding core devs for 2+ years
Link to Vote: https://t.co/kpeRAmIxre
In short, this is buy pressure, supply shock, and long-term commitment all wrapped into one.
this isn't just a hype pump, it’s a narrative + cashflow + deflation play with serious legs.
Ps; personal conviction.