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 5)

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** — Retained 95.3% of holders (lost only 600 of 12,752) during 65% price drawdown, cited as evidence of genuine ownership alignment versus speculative holding (KuCoin research)
 ## 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** — Positioned as major 2026 investment thesis by institutional research (KuCoin, TechFlow, Bitget) citing 100% above-ICO survival rate versus Pump.fun's <0.5%, framed as quality differentiator through futarchy governance
 ## Key Decisions
 | Date | Proposal | Proposer | Category | Outcome |
 |------|----------|----------|----------|---------|

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", "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 data on MetaDAO vs Pump.fun survival rates provides best evidence to date for futarchy curation quality. Ownership coin narrative adoption by institutional research (Galaxy Digital) signals category legitimation. AVICI holder retention data provides behavioral evidence for ownership alignment. Created Pump.fun and Galaxy Digital entities as significant new actors in the ownership coin narrative."
 ---
 
 ## 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: 11M+ tokens launched, $700M+ revenue, 70% of Solana launches, <0.5% 30-day survival rate
+- MetaDAO: 100% of launches trading above ICO price (2026)
+- Metaplex Genesis: 3 launches/$5.4M in Q4 2025 vs 5/$7.53M in Q3 2025 (declining)
+- AVICI: 12,752 holders, lost 600 (4.7%) during 65% drawdown
+- Prediction: at least one ownership coin project surpasses $1B market cap in 2026