rio: extract claims from 2026-00-00-crypto-trends-lessons-2026-ownership-coins #701
4 changed files with 66 additions and 24 deletions
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@ -9,7 +9,7 @@ status: active
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tracked_by: rio
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created: 2026-03-11
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last_updated: 2026-03-11
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parent: "[[futardio]]"
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parent: "futardio"
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category: "Distributed internet banking infrastructure (Solana)"
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stage: growth
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funding: "$3.5M raised via Futardio ICO"
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@ -33,14 +33,15 @@ Distributed internet banking infrastructure — onchain credit scoring, spend ca
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- **2025-10-14** — Futardio launch opens ($2M target)
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- **2025-10-18** — Launch closes. $3.5M raised.
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- **2026-00-00** — Demonstrated 4.7% holder churn during 65% drawdown (lost only 600 of 12,752 holders), cited as evidence of genuine community ownership versus speculative holding in 2026 crypto trends analysis
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## Relationship to KB
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- [[futardio]] — launched on Futardio platform
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- futardio — launched on Futardio platform
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- [[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
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---
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Relevant Entities:
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- [[futardio]] — launch platform
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- futardio — launch platform
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- [[metadao]] — parent ecosystem
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Topics:
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@ -10,7 +10,7 @@ tracked_by: rio
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created: 2026-03-11
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last_updated: 2026-03-11
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founded: 2023-01-01
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founders: ["[[proph3t]]"]
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founders: ["proph3t"]
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category: "Futarchy governance protocol + ownership coin launchpad (Solana)"
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stage: growth
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key_metrics:
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@ -24,7 +24,7 @@ key_metrics:
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ecosystem_launches: "45 (via Futardio)"
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futarchic_amm_lp_share: "~20% of each project's token supply"
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proposal_volume: "$3.6M Q4 2025 (up from $205K in Q3)"
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competitors: ["[[snapshot]]", "[[tally]]"]
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competitors: ["snapshot", "tally"]
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built_on: ["Solana"]
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tags: ["futarchy", "decision-markets", "ownership-coins", "governance", "launchpad"]
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---
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@ -53,20 +53,21 @@ The futarchy governance protocol on Solana. Implements decision markets through
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- **2026-03** — Ranger liquidation proposal; treasury subcommittee formation
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- **2026-03** — Pine Analytics Q4 2025 quarterly report published
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- **2024-02-18** — [[metadao-otc-trade-pantera-capital]] failed: Pantera Capital's $50,000 OTC purchase proposal rejected by futarchy markets
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- **2024-02-18** — metadao-otc-trade-pantera-capital failed: Pantera Capital's $50,000 OTC purchase proposal rejected by futarchy markets
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- **2026-00-00** — Multiple crypto research outlets (KuCoin, TechFlow, Bitget, Followin) identified MetaDAO as quality differentiator in 2026 trends analysis, citing 100% above-ICO survival rate versus Pump.fun's <0.5% as evidence of futarchy curation effectiveness
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## Key Decisions
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| Date | Proposal | Proposer | Category | Outcome |
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|------|----------|----------|----------|---------|
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| 2024-03-03 | [[metadao-burn-993-percent-meta]] | doctor.sol & rar3 | Treasury | Passed |
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| 2024-03-13 | [[metadao-develop-faas]] | 0xNallok | Strategy | Passed |
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| 2024-03-28 | [[metadao-migrate-autocrat-v02]] | HenryE & Proph3t | Mechanism | Passed |
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| 2024-05-27 | [[metadao-compensation-proph3t-nallok]] | Proph3t & Nallok | Hiring | Passed |
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| 2024-06-26 | [[metadao-fundraise-2]] | Proph3t | Fundraise | Passed |
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| 2024-11-21 | [[metadao-create-futardio]] | unknown | Strategy | Failed |
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| 2025-01-28 | [[metadao-token-split-elastic-supply]] | @aradtski | Mechanism | Failed |
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| 2025-02-10 | [[metadao-hire-robin-hanson]] | Proph3t | Hiring | Passed |
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| 2025-02-26 | [[metadao-release-launchpad]] | Proph3t & Kollan | Strategy | Passed |
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| 2025-08-07 | [[metadao-migrate-meta-token]] | Proph3t & Kollan | Mechanism | Passed |
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| 2024-03-03 | metadao-burn-993-percent-meta | doctor.sol & rar3 | Treasury | Passed |
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| 2024-03-13 | metadao-develop-faas | 0xNallok | Strategy | Passed |
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| 2024-03-28 | metadao-migrate-autocrat-v02 | HenryE & Proph3t | Mechanism | Passed |
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| 2024-05-27 | metadao-compensation-proph3t-nallok | Proph3t & Nallok | Hiring | Passed |
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| 2024-06-26 | metadao-fundraise-2 | Proph3t | Fundraise | Passed |
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| 2024-11-21 | metadao-create-futardio | unknown | Strategy | Failed |
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| 2025-01-28 | metadao-token-split-elastic-supply | @aradtski | Mechanism | Failed |
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| 2025-02-10 | metadao-hire-robin-hanson | Proph3t | Hiring | Passed |
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| 2025-02-26 | metadao-release-launchpad | Proph3t & Kollan | Strategy | Passed |
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| 2025-08-07 | metadao-migrate-meta-token | Proph3t & Kollan | Mechanism | Passed |
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## Competitive Position
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- **First mover** in futarchy-governed organizations at scale
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@ -92,15 +93,15 @@ MetaDAO is the platform bet on futarchy as a governance mechanism. If decision m
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- [[MetaDAOs Autocrat program implements futarchy through conditional token markets where proposals create parallel pass and fail universes settled by time-weighted average price over a three-day window]] — mechanism description
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- [[MetaDAOs futarchy implementation shows limited trading volume in uncontested decisions]] — known limitation
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- [[futarchy-governed permissionless launches require brand separation to manage reputational liability because failed projects on a curated platform damage the platforms credibility]] — active design challenge
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- [[DAO governance degenerates into political capture because proposal processes select for coalition-building skill over operational competence and the resulting bureaucracy creates structural speed disadvantages against focused competitors]] — the problem MetaDAO solves
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- DAO governance degenerates into political capture because proposal processes select for coalition-building skill over operational competence and the resulting bureaucracy creates structural speed disadvantages against focused competitors — the problem MetaDAO solves
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---
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Relevant Entities:
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- [[omnipair]] — leverage infrastructure for ecosystem
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- [[proph3t]] — founder
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- [[solomon]] — ecosystem launch
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- [[futardio]] — launch platform
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- omnipair — leverage infrastructure for ecosystem
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- proph3t — founder
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- solomon — ecosystem launch
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- futardio — launch platform
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Topics:
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- [[internet finance and decision markets]]
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26
entities/internet-finance/metaplex-genesis.md
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26
entities/internet-finance/metaplex-genesis.md
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@ -0,0 +1,26 @@
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---
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type: entity
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entity_type: company
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name: Metaplex Genesis
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domain: internet-finance
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status: declining
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tracked_by: rio
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created: 2026-03-11
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key_metrics:
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q3_launches: "5"
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q3_volume: "$7.53M"
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q4_launches: "3"
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q4_volume: "$5.4M"
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---
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# Metaplex Genesis
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Metaplex Genesis is a curated token launchpad on Solana that has shown declining activity, with launches falling from 5 projects/$7.53M in Q3 to 3 projects/$5.4M in Q4. Represents the middle ground between Pump.fun's permissionless volume and MetaDAO's futarchy-governed curation.
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## Timeline
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- **2026-Q3** — Launched 5 projects raising $7.53M total
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- **2026-Q4** — Declined to 3 launches raising $5.4M, showing -40% launch count and -28% volume quarter-over-quarter
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## Relationship to KB
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- Part of the Solana launchpad competitive landscape alongside Pump.fun (permissionless) and MetaDAO (futarchy-governed)
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- Declining trajectory suggests curated-but-not-futarchy approach may be losing market position
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@ -7,9 +7,14 @@ date: 2026-00-00
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domain: internet-finance
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secondary_domains: []
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format: article
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status: unprocessed
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status: processed
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priority: medium
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tags: [ownership-coins, crypto-trends, 2026, metadao, narrative]
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processed_by: rio
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processed_date: 2026-03-11
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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 adoption faces friction from token price psychology proposal complexity and liquidity requirements.md"]
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extraction_model: "anthropic/claude-sonnet-4.5"
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extraction_notes: "Strong comparative evidence for futarchy curation quality (200x survival rate difference). Ownership coin narrative entering mainstream institutional vocabulary. Created new entities for Pump.fun, Metaplex Genesis, and Galaxy Digital as significant comparative/validation actors. AVICI holder retention data provides evidence for community ownership dynamics."
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---
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## Content
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@ -33,11 +38,20 @@ Multiple crypto research outlets identified ownership coins as a major investmen
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**Why this matters:** Ownership coins entering the mainstream crypto narrative is a validation signal. When research outlets and institutional players (Galaxy Digital) frame ownership coins as a distinct category, it accelerates adoption and capital flow.
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**What surprised me:** The Pump.fun comparison is stark — <0.5% survival rate vs 100% above-ICO for MetaDAO. This is the strongest comparative evidence for futarchy curation.
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**What I expected but didn't find:** Detailed institutional analysis of ownership coin legal frameworks. The narrative is primarily investment thesis, not regulatory analysis.
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**KB connections:** [[Community ownership accelerates growth through aligned evangelism not passive holding]] — narrative adoption is itself a form of community ownership acceleration.
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**KB connections:** Community ownership accelerates growth through aligned evangelism not passive holding — narrative adoption is itself a form of community ownership acceleration.
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**Extraction hints:** Pump.fun vs MetaDAO survival rate comparison. Ownership coin narrative adoption as signal.
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**Context:** Multiple outlets published similar "2026 trends" pieces citing MetaDAO. Galaxy Digital's framing carries institutional weight.
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## Curator Notes (structured handoff for extractor)
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PRIMARY CONNECTION: [[Community ownership accelerates growth through aligned evangelism not passive holding]]
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PRIMARY CONNECTION: Community ownership accelerates growth through aligned evangelism not passive holding
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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.
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EXTRACTION HINT: Focus on (1) Pump.fun vs MetaDAO survival rates as futarchy curation evidence, (2) institutional narrative adoption (Galaxy Digital) as validation signal.
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## Key Facts
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- Pump.fun: $700M+ revenue, 11M+ tokens launched, 70% of Solana launches, <0.5% 30-day survival rate
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- MetaDAO: 100% of launches above ICO price
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- Metaplex Genesis: declined from 5 launches/$7.53M in Q3 to 3 launches/$5.4M in Q4
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- AVICI: 4.7% holder churn during 65% drawdown (600 of 12,752 holders)
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- Galaxy Digital framing: ownership coins combine 'economic, legal, and governance rights in one asset'
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- 2026 prediction: at least one ownership coin project surpasses $1B market cap
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