diff --git a/entities/internet-finance/avici.md b/entities/internet-finance/avici.md index 118ddcfa..960949cf 100644 --- a/entities/internet-finance/avici.md +++ b/entities/internet-finance/avici.md @@ -33,6 +33,7 @@ Distributed internet banking infrastructure — onchain credit scoring, spend ca - **2025-10-14** — Futardio launch opens ($2M target) - **2025-10-18** — Launch closes. $3.5M raised. +- **2026-00-00** — Retained 95.3% of holders (12,152 of 12,752) during 65% price drawdown, cited as evidence of genuine community ownership versus speculative holding in 2026 crypto trends analysis ## Relationship to KB - [[futardio]] — launched on Futardio platform - [[cryptos primary use case is capital formation not payments or store of value because permissionless token issuance solves the fundraising bottleneck that solo founders and small teams face]] — test case for banking-focused crypto raising via permissionless ICO diff --git a/entities/internet-finance/metadao.md b/entities/internet-finance/metadao.md index 9f0ae560..c2f1bd46 100644 --- a/entities/internet-finance/metadao.md +++ b/entities/internet-finance/metadao.md @@ -54,6 +54,7 @@ The futarchy governance protocol on Solana. Implements decision markets through - **2026-03** — Pine Analytics Q4 2025 quarterly report published - **2024-02-18** — [[metadao-otc-trade-pantera-capital]] failed: Pantera Capital's $50,000 OTC purchase proposal rejected by futarchy markets +- **2026-00-00** — Identified as major 2026 investment thesis by multiple crypto research outlets (KuCoin, TechFlow, Bitget, Followin); positioned as quality differentiator with 100% above-ICO survival rate versus Pump.fun's <0.5% 30-day survival; Galaxy Digital framed ownership coins as distinct asset category ## Key Decisions | Date | Proposal | Proposer | Category | Outcome | |------|----------|----------|----------|---------| diff --git a/inbox/archive/2026-00-00-crypto-trends-lessons-2026-ownership-coins.md b/inbox/archive/2026-00-00-crypto-trends-lessons-2026-ownership-coins.md index ac2d8c37..a9772195 100644 --- a/inbox/archive/2026-00-00-crypto-trends-lessons-2026-ownership-coins.md +++ b/inbox/archive/2026-00-00-crypto-trends-lessons-2026-ownership-coins.md @@ -7,9 +7,14 @@ date: 2026-00-00 domain: internet-finance secondary_domains: [] format: article -status: unprocessed +status: enrichment priority: medium tags: [ownership-coins, crypto-trends, 2026, metadao, narrative] +processed_by: rio +processed_date: 2026-03-11 +enrichments_applied: ["MetaDAO is the futarchy launchpad on Solana where projects raise capital through unruggable ICOs governed by conditional markets creating the first platform for ownership coins at scale.md", "cryptos primary use case is capital formation not payments or store of value because permissionless token issuance solves the fundraising bottleneck that solo founders and small teams face.md"] +extraction_model: "anthropic/claude-sonnet-4.5" +extraction_notes: "Strong comparative evidence for futarchy curation quality (100% vs 0.5% survival). Ownership coin narrative adoption by institutional players (Galaxy Digital) is a meaningful validation signal. AVICI holder retention provides empirical evidence for ownership alignment versus speculation. Created new entity for Galaxy Digital as institutional validation source." --- ## Content @@ -41,3 +46,9 @@ Multiple crypto research outlets identified ownership coins as a major investmen PRIMARY CONNECTION: [[Community ownership accelerates growth through aligned evangelism not passive holding]] WHY ARCHIVED: Ownership coin narrative going mainstream is a meaningful signal. Pump.fun comparison (<0.5% vs 100% survival) is the strongest comparative data for futarchy curation quality. EXTRACTION HINT: Focus on (1) Pump.fun vs MetaDAO survival rates as futarchy curation evidence, (2) institutional narrative adoption (Galaxy Digital) as validation signal. + + +## Key Facts +- Pump.fun: $700M+ revenue, 11M+ tokens launched, 70% of Solana launches, <0.5% survive 30 days (2026) +- Metaplex Genesis declining: 3 launches/$5.4M in Q4 vs 5/$7.53M in Q3 (2026) +- AVICI: 65% drawdown, lost only 600 of 12,752 holders = 4.7% attrition (2026)