diff --git a/inbox/archive/.extraction-debug/2025-12-00-messari-ownership-coins-2026-thesis.json b/inbox/archive/.extraction-debug/2025-12-00-messari-ownership-coins-2026-thesis.json new file mode 100644 index 00000000..94aaa92d --- /dev/null +++ b/inbox/archive/.extraction-debug/2025-12-00-messari-ownership-coins-2026-thesis.json @@ -0,0 +1,26 @@ +{ + "rejected_claims": [ + { + "filename": "ownership-coins-demonstrate-10x-higher-holder-retention-during-drawdowns-than-governance-tokens-because-legal-and-economic-rights-create-genuine-ownership-psychology.md", + "issues": [ + "missing_attribution_extractor" + ] + } + ], + "validation_stats": { + "total": 1, + "kept": 0, + "fixed": 3, + "rejected": 1, + "fixes_applied": [ + "ownership-coins-demonstrate-10x-higher-holder-retention-during-drawdowns-than-governance-tokens-because-legal-and-economic-rights-create-genuine-ownership-psychology.md:set_created:2026-03-16", + "ownership-coins-demonstrate-10x-higher-holder-retention-during-drawdowns-than-governance-tokens-because-legal-and-economic-rights-create-genuine-ownership-psychology.md:stripped_wiki_link:ownership-coins-primary-value-proposition-is-investor-protec", + "ownership-coins-demonstrate-10x-higher-holder-retention-during-drawdowns-than-governance-tokens-because-legal-and-economic-rights-create-genuine-ownership-psychology.md:stripped_wiki_link:community-ownership-accelerates-growth-through-aligned-evang" + ], + "rejections": [ + "ownership-coins-demonstrate-10x-higher-holder-retention-during-drawdowns-than-governance-tokens-because-legal-and-economic-rights-create-genuine-ownership-psychology.md:missing_attribution_extractor" + ] + }, + "model": "anthropic/claude-sonnet-4.5", + "date": "2026-03-16" +} \ No newline at end of file diff --git a/inbox/archive/2025-12-00-messari-ownership-coins-2026-thesis.md b/inbox/archive/2025-12-00-messari-ownership-coins-2026-thesis.md index 3c68d45a..cdc9dd8d 100644 --- a/inbox/archive/2025-12-00-messari-ownership-coins-2026-thesis.md +++ b/inbox/archive/2025-12-00-messari-ownership-coins-2026-thesis.md @@ -7,9 +7,12 @@ date: 2025-12-00 domain: internet-finance secondary_domains: [] format: article -status: unprocessed +status: enrichment priority: medium tags: [ownership-coins, messari, governance-tokens, market-thesis, AVICI] +processed_by: rio +processed_date: 2026-03-16 +extraction_model: "anthropic/claude-sonnet-4.5" --- ## Content @@ -44,3 +47,10 @@ tags: [ownership-coins, messari, governance-tokens, market-thesis, AVICI] PRIMARY CONNECTION: [[ownership coins primary value proposition is investor protection not governance quality]] WHY ARCHIVED: Mainstream institutional recognition (Messari + Galaxy Digital) of ownership coins as investment thesis, plus AVICI retention data as empirical evidence EXTRACTION HINT: Focus on AVICI holder retention as empirical evidence for ownership coin stickiness — this is the data point that distinguishes ownership coins from governance tokens empirically, not just theoretically + + +## Key Facts +- AVICI had 12,752 holders as of mid-December 2025 +- AVICI gained 9,300 new holders in its first 45 days +- No ownership coin project has exceeded $1B FDV as of December 2025 +- Messari and Galaxy Digital co-published 2026 thesis positioning ownership coins as major investment opportunity