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"
+}

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