01Resolved

We calculated NAV across all 11 @MetaDAOProject ecosystem projects in our April report, a preview of what Treasury Intelligence will track in real time. Only 4 of 11 are trading at a premium. Also included in the Ownership Coin Monthly: ◾ Why the OTC backroom deal playbook is broken, and how ownership coins can replace it ◾ $2.84M in April decision market volume (+225% MoM), driven by Solomon's Gigabus ◾ Protocol updates from @AviciMoney, @Loyal_HQ, @UmbraPrivacy, and @Solomon_Labs ◾ Qualitative coverage of @Craftsdev, @Stardotfun, and @JustSparkIdeas ◾ An intro to @Fraudsworth and their futarchy-powered liquidity allocation mechanism Read the full report: 01resolved.com/research/owner…

@pfo_sac @HoudiniSwap @solstrategies @craftsdev Bookmark "Ownership Coin Ads"

So @HoudiniSwap has been acquired by @solstrategies for 18M USD. But guess what token holders received? Exactly, $LOCK holders got $0. Houdini quietly abandoned the token a few weeks back. With @craftsdev, we are building the structure so token holders actually participate in exit cases.

Thanks to everyone that traded the market and expressed their opinion with their capital This is also the first Ownership coin outside of Metadao that has completed a second raise iirc Can't wait to share more soon!

@functionspaceHQ We've been fans for a while. functionSPACE infra solves many problems for PMs. Excited to see what comes of this.

We just launched a 2-week vibecoding competition on functionSPACE. Grand Prize: 1 full year of Claude Code Max. Here's why we're doing this, and why you should build something. 🧵

@Mathis_btc Solid update. You guys move fast!

@withmewtwo @yo_itsmatt @SolanaFndn @colosseum @aigntfun @packetchat @captur_go @watchverta @nocturnaldotxyz 🫡

@yo_itsmatt @SolanaFndn @colosseum @aigntfun missed @packetchat @captur_go @watchverta @01resolved @nocturnaldotxyz 🚂🤘🏻

The next big Solana project has to start somewhere Participants of a hackathon like @colosseum is a great place to look Over the past few days, I’ve been monitoring every project that’s publicly mentioned they’re participating Here’s who I’m watching: @aigntfun Evolving Personal Trading Agents @anon0mesh P2P Payments via Bluetooth @backyard_fi Yield Manager @basedbidx Token Launch Infrastructure @bento_guard Encrypted Security for Agents @blinks_gg A Live Canvas to Compose Trading Strategies @bughyve Decentralized Product Testing @BundieDefi Agent Curated Prediction Market for DeFi Rates @cashflow_fi Personal Finance @cesto_co Invest in Baskets of Assets @chatpaydotone AI Sales and eCommerce @cleopetrafun Tokenized Index Backed by Prediction Positions @dumdotfun Launchpad and Prediction Market @FabriqTrade Liquidity Provision Platform @fraudsworth Market Intelligence Liquidity Fun @heirloom_app Inheritance Protocol @JigglypuffKing_ Market Intelligence for TCG Collectors @JurassicFi Tokenized Dinosaurs @LevXtrade Price Path for Prediction Markets @looftapay Payment Platform @MentionedMarket Mention Prediction Markets @MimicMarkets Social Prediction Markets @notdotmarket Premarkets for Internet Capital Markets @opsonchain VWAP Execution Layer @ordrtrade Orderbook for Internet Capital Markets @pactnetwork_io Chargebacks for AI Agents @playtokendraft Tournaments to Wager SOL @PotBot_sol Group Trading Vaults @retakedottv AI Livestreaming @ridemarkets Conviction Markets @RootLens_sol Data for Robotics Training @seedless_wallet Privacy Wallet @session_money Autonomous Agent Trading for Prediction Markets @stealf_finance Neobank @subly_fi Privacy Protocol for Agents @SwivOfficial Precision Market @SyndicateGameHQ Mafia-Style Game @tntxdotai Social Gaming Layer @TradeLeagueHQ Prediction Market for Traders @usebido Ads for Agents @VANE_defi Solana Portfolio Terminal @velapayio Payment Protocol @voicehavefun Opinion Markets @winnr_trade Information Markets @yesno_market Mobile-First Prediction Markets @yieldbayfi Yield Aggregator @yieldcompass Ratings for DeFi Yield @YosokuSolana Leverage x Prediction Markets @Zela_payment Onchain Banking Gateway Who have I missed?

@0xSrMessi ⚡️⚡️⚡️

bio updated

@craftsdev We very much look forward to tracking the progression!

Great research covering the latest developments across the ownership space. The biggest challenge we need to solve collectively is attracting fresh capital into ownership vehicles by creating frameworks that deliver venture-grade protections to everyone. That means building robust systems that work for early-stage companies, later-stage companies with existing private market demand, and a wide range of use cases in between. Creating a flexible yet rock-solid structure is the core goal of Crafts. After hundreds of conversations with VCs, liquid funds, syndicates, LPs, angels, and institutional capital allocators, we are aiming for nothing less than setting the standard for how retail investors access private markets. The result is our Stakeholder Token Standard, designed by former Solana General Counsel @ryonnixon V2 will be released very soon. Craft Mode.

6/ Next, we'll be layering in project specific growth metrics such as users, TVL, etc. so the picture extends from what a project holds today to where it's heading. Better data enables better decisions and more dynamic markets. Projects that make their fundamentals legible earn investor confidence. That's what separates ownership coins from the rest. More details soon. Follow @01Resolved or join our Telegram for more updates.

5/ Treasury Intelligence is a maintained financial system of record built on top of onchain data. Wallets are registered, movements are classified, and outputs are continuously updated which turns transparency into a valuable asset. It's the layer that helps make ownership coins legible, comparable and easier to underwrite. ▪️ Account registry (DAO owned wallets, LP positions, legacy accounts, counterparties) ▪️ Classified movements (revenue, expenses, buybacks, transfers, etc.) ▪️ Proposal-linked movements ▪️ Token supply ledger When NAV and other financial information is persistently visible, valuation becomes a conversation. Investors can make a case for why a project should trade at a premium or discount. Prospective investors can make decisions using readily available information, rather than waiting for quarterly reports or trying to find one-off answers from the team in Telegram.

1/ We're preparing to ship Treasury Intelligence for ownership coins. Here's the problem it solves and why it matters. 🧵

@metaproph3t Both look great. Love the video!

What's better, original graphic or this video?

@loyal_hq @solanamobile Congratulations 👏

1. Loyal is now live on @solanamobile! Start earning up to 8% APY on your USDC, keep your portfolio private and send money to anyone over Telegram. Phase 1 begins now...

@Abbasshaikh @sacha @ownershipfm 🔥

We are doubling down on Ownership. Umbra will be an official sponsor for @ownershipfm across IP’s as a show of support for the ecosystem, the Ownership team, and a directional bet on the growth of better token structures and protections for holders and founders. I’ve been a fan of 8bit’s commitment to the Ownership ecosystem and having known him for a while now, across all our conversations not just for his work around Ownership but his passion for Umbra too, it was extremely clear to me that our values are aligned. This team cares about privacy and ownership just as much as we do making this a no brainer. Just for reference our last collaboration alone generated 10k views on the main livestream, numerous clips highlighting the use of the Umbra Wallet, and viewers downloading the Umbra wallet to receive their first private transfer We strongly believe this is just the beginning and the Ownership brand with @8bitpenis @vukan0x and team will continue to grow exponentially from here and we’d like to be early on this ride To summarise what you can expect: Umbra will be a core sponsor for Ownership. Umbra will also be allocating a small prize pool each month (To be rewarded to viewers across episodes and IP’s whether that’s spaces, livestreams, roadshows and more at the team’s discretion) and a lot more deeper collaborations to be announced when the time is right I’d recommend loading up your Umbra wallets, getting some SOL and setting up your private accounts ready to tune in everyday :)

@Mathis_btc @oxranga on the frontlines 🫡

@01Resolved « It passed because early opposition pushed the proposal below threshold, the Solomon team engaged directly with that opposition, and the terms of support changed. » 🎯

@8bitpenis Truly!

@01Resolved such a legendary prop