rio: extract from 2026-00-00-crypto-trends-lessons-2026-ownership-coins.md

- Source: inbox/archive/2026-00-00-crypto-trends-lessons-2026-ownership-coins.md
- Domain: internet-finance
- Extracted by: headless extraction cron (worker 4)

Pentagon-Agent: Rio <HEADLESS>

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** — Demonstrated 95.3% holder retention during 65% price drawdown (lost only 600 of 12,752 holders), cited as evidence of genuine community ownership versus speculative holding in institutional research reports
 ## 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

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 by multiple institutional research outlets (KuCoin, TechFlow, Bitget) as quality differentiator in ownership coin category, with all launches remaining above ICO price versus Pump.fun's <0.5% 30-day survival rate; positioned as counter-cyclical growth story while competitors decline
 ## Key Decisions
 | Date | Proposal | Proposer | Category | Outcome |
 |------|----------|----------|----------|---------|

entities/internet-finance/metaplex-genesis.md

@@ -0,0 +1,24 @@
+---
+type: entity
+entity_type: company
+name: Metaplex Genesis
+domain: internet-finance
+status: declining
+tracked_by: rio
+created: 2026-03-11
+key_metrics:
+  q3_launches: "5 launches / $7.53M"
+  q4_launches: "3 launches / $5.4M"
+---
+
+# Metaplex Genesis
+
+Metaplex Genesis is a curated token launch platform on Solana that is experiencing declining activity. The platform represents the middle ground between permissionless chaos (Pump.fun) and futarchy-governed curation (MetaDAO), but is losing market position to both extremes as the launchpad market segments.
+
+## Timeline
+- **2025-Q3** — Launched 5 projects raising $7.53M total
+- **2025-Q4** — Declined to 3 launches raising $5.4M total, showing 40% drop in launch count and 28% drop in capital raised
+
+## Relationship to KB
+- Part of the Solana launchpad competitive landscape alongside [[metadao]] and [[pump-fun]]
+- Demonstrates that traditional curation without futarchy governance is losing ground to both permissionless volume and mechanism-driven quality

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: processed
 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", "futarchy-governed permissionless launches require brand separation to manage reputational liability because failed projects on a curated platform damage the platforms credibility.md"]
+extraction_model: "anthropic/claude-sonnet-4.5"
+extraction_notes: "Strong comparative evidence for futarchy curation quality (100% vs 0.5% survival). Institutional narrative adoption (Galaxy Digital + multiple research outlets) signals mainstream validation of ownership coin category. Created entities for Pump.fun, Metaplex Genesis, and Galaxy Digital as they are significant comparative/validation actors. AVICI holder retention data enriches existing community ownership claims."
 ---
 
 ## Content
@@ -41,3 +46,11 @@ 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
+- Metaplex Genesis: declined from 5 launches/$7.53M (Q3) to 3 launches/$5.4M (Q4)
+- AVICI: 95.3% holder retention through 65% drawdown (lost 600 of 12,752 holders)
+- Galaxy Digital framing: ownership coins combine 'economic, legal, and governance rights in one asset'
+- Prediction: at least one ownership coin project surpasses $1B market cap in 2026