If you have $ORDI in your wallet today, I know how you’re feeling. The chart has been going only down since March 2024. It makes you want to sell and accept the loss.
I thought the same thing. But then I stopped to study the thesis again and understood why I got in. And that’s what I’m going to share with you.
1. The supply is the same as Bitcoin’s. That’s no coincidence.
ORDI has a fixed supply of 21 million units. Exactly the same as Bitcoin.
In crypto, scarcity matters a lot. Know what else has 21 million?
Zcash has 21 million. And we’ve already seen what happens when an asset with such a scarce supply gains a compelling narrative. ZEC went from cents to thousands of dollars at its all-time high.
Bitcoin has 21 million and is worth more than $60,000 today. ORDI has 21 million and is worth just a few dollars today. It’s the same supply, with a completely different price. With so little in circulation, any increase in demand makes a difference. It’s mathematics.
I’m not saying ORDI will become BTC. I’m saying that scarce supply + a strong narrative is the combination the market respects most.
2. What is ORDI’s real utility?
ORDI is more than just a collectible. It’s the world’s first BRC-20 token.
It proved that you can create fungible tokens, DeFi, stablecoins, games, and entire collections ON the Bitcoin blockchain using the Ordinals protocol.
Before it, that was impossible. Bitcoin could only send BTC. After it, Bitcoin became a platform.
Today, its utility is to serve as the gateway and standard for the entire BRC-20 ecosystem. It’s like ETH on the Bitcoin network. When new BRC-20 projects emerge, they need ORDI as a benchmark for liquidity and technology.
3. We’re at the end of the year. And the end of the year is always good for the market.
Every cycle repeats itself. Historically, October, November, and December are the strongest months for crypto. It’s the famous year-end rally.
New money flows in, Bitcoin makes a run for its all-time high, and altcoins in the Bitcoin ecosystem tend to soar along with it. That’s what happened in 2020, 2021, and 2023.
We’re right in that window again. Selling now, at the end of the year, after already enduring a 96% drop from the peak, is exactly what most people end up regretting.
Those who sold BTC at $15,000 in 2022 regretted it. Those who sold Zcash at the bottom regretted it. The market punishes people who rush at the end of a cycle.
So, what can we expect from ORDI?
With 21 million, just like BTC, the same scarcity logic as Zcash, and its position as the pioneer of an ecosystem that’s still tiny compared with Ethereum, what do you think will happen if the Bitcoin Ecosystem narrative comes roaring back at the end of this year?
I’m not going to tell you to buy or hold. That’s your decision.
I’m telling you what I did: I invested in ORDI for the reasons I shared with you. Scarce supply like BTC, real utility as the BRC-20 standard, and year-end timing that has historically been good for the market. I decided not to sell now so I wouldn’t regret it later.
Now do your own research. Study Ordinals, understand BRC-20, and look at the 21M supply.
The information is there. The decision is yours.
100% informational content. This is not investment advice. I’ve shared my personal thesis and reasons. Do your own research and make your decision responsibly.