Proposal: Strategic Reserve Adjustment – Increasing OG Eco Asset Holdings & Allocation Update

Summary

This proposal seeks to enhance the Orion Directive Treasury's exposure to core OG ecosystem assets by liquidating non-OG assets and redistributing allocations accordingly. The goal is to improve alignment with ecosystem growth while optimizing Treasury diversification.

Proposal Details

1. Asset Liquidation & Reallocation The following non-OG ecosystem assets will be fully liquidated:

PLS, PLSX, HEX, HOX, pDAI (~$12,000 total value)

The proceeds will be used for a lump sum purchase of the following OG ecosystem assets:

Missor – 60% Finfire – 20% DAI Printer – 10% Sursum – 10%

2. Weekly Allocation Adjustments

Current Allocations:

PLSX – 20% pHEX – 15% PLS – 10% pDAI – 10% Most – 12.5% Dominance – 12.5% Remember – 12.5% Missor – 7.5%

Proposed New Allocations:

PLSX – 25% (+5%) pHEX – 15% (No change) pDAI – 10% (No change) Missor – 20% (+12.5%) Remember – 10% (-2.5%) Dominance – 10% (-2.5%) DAI Printer – 5% (New allocation) Sursum – 5% (New allocation)

Rationale & Benefits

Stronger Alignment with OG Ecosystem:

Consolidating holdings into Missor, Finfire, DAI Printer, and Sursum strengthens the Treasury’s position in the OG ecosystem.

These assets offer strategic benefits through price correlation, ecosystem synergies, and potential compounding effects.

Optimized Allocation for Growth:

Increased Missor allocation (from 7.5% → 20%) reflects confidence in its potential as a key OG asset.

Introduction of DAI Printer and Sursum diversifies exposure within the ecosystem while maintaining a manageable risk profile.

Implementation

Execute liquidation of non-OG assets upon approval. Allocate proceeds as outlined. Adjust weekly distributions to reflect the new allocation structure.