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

@@ -33,7 +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** — During 65% price drawdown, lost only 600 of 12,752 holders (4.7% attrition), cited as evidence of genuine community ownership vs speculative holding in 2026 crypto trends analysis
+- **2026-00-00** — AVICI holder retention during 65% drawdown: lost only 600 of 12,752 holders (4.7% loss, 95.3% retention), cited as evidence of genuine ownership alignment versus speculative holding
 ## 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

@@ -54,7 +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** — Multiple crypto research outlets (KuCoin, TechFlow, Bitget, Followin) identified ownership coins as major 2026 investment thesis, positioning MetaDAO as quality differentiator vs Pump.fun's "permissionless chaos"; all MetaDAO launches reported above ICO price vs Pump.fun's <0.5% 30-day survival rate
+- **2026-00-00** — Multiple crypto research outlets (KuCoin, TechFlow, Bitget, Followin) identified MetaDAO as major 2026 trend, positioning it as quality differentiator versus Pump.fun with 100% of launches above ICO price versus <0.5% 30-day survival rate for Pump.fun
 ## Key Decisions
 | Date | Proposal | Proposer | Category | Outcome |
 |------|----------|----------|----------|---------|

inbox/archive/2026-00-00-crypto-trends-lessons-2026-ownership-coins.md

@@ -12,9 +12,9 @@ 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"]
+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 data on MetaDAO vs Pump.fun survival rates (100% vs 0.5%) provides quantitative evidence for futarchy curation quality. Ownership coin narrative adoption by institutional research (Galaxy Digital) and multiple crypto outlets signals category formation. Created entities for Pump.fun, Galaxy Digital, and Metaplex Genesis to capture competitive landscape. AVICI holder retention data provides supporting evidence for genuine community ownership thesis."
+extraction_notes: "Strong comparative evidence for futarchy curation quality (MetaDAO 100% vs Pump.fun <0.5%). Ownership coin narrative adoption by institutional players (Galaxy Digital) is a meaningful validation signal. AVICI holder retention data is suggestive but requires validation across multiple projects. Created entities for Pump.fun and Galaxy Digital as they are significant comparison points and institutional validators respectively."
 ---
 
 ## Content
@@ -49,9 +49,9 @@ EXTRACTION HINT: Focus on (1) Pump.fun vs MetaDAO survival rates as futarchy cur
 
 
 ## Key Facts
-- Pump.fun: $700M+ revenue, 11M+ tokens launched, 70% of Solana launches, <0.5% survive 30 days (2026)
-- MetaDAO: all launches above ICO price (2026)
-- AVICI: 4.7% holder attrition during 65% drawdown (12,752 → 12,152 holders)
-- Metaplex Genesis: Q4 2025 had 3 launches/$5.4M vs Q3 2025 5 launches/$7.53M
-- Galaxy Digital framing: ownership coins combine 'economic, legal, and governance rights in one asset'
+- Pump.fun: $700M+ revenue, 11M+ tokens launched, 70% of Solana launches, <0.5% survive 30 days
+- MetaDAO: 100% of launches above ICO price
+- Metaplex Genesis: declining from 5 launches/$7.53M (Q3 2024) to 3 launches/$5.4M (Q4 2024)
+- AVICI: 12,752 holders, lost 600 (4.7%) during 65% drawdown
+- Galaxy Digital framed ownership coins as 'economic, legal, and governance rights in one asset'
 - Prediction: at least one ownership coin project surpasses $1B market cap in 2026