01Resolved

June’s Ownership Coin Monthly is now live. In the report, we explain why so much of crypto trades on short-term narratives instead of long-term fundamentals, and why ownership coins are making fundamental analysis meaningful again. Inside this month’s report: ▪ How analysis of non-ownership coins fails ▪ Why ownership coins are worth analyzing ▪ NAV Analysis: solana:METAwkXcqyXKy1AtsSgJ8JiUHwGCafnZL38n3vYmeta trades at a premium ▪ NAV Analysis: solana:SoLo9oxzLDpcq1dpqAgMwgce5WqkRDtNXK7EPnbmeta trades at a discount ▪ Resolved @MetaDAOProject decision markets ▪ Project spotlight: @benchdotmarkets ▪ Fundamentals across @Solomon_Labs, @Omnipair, @UmbraPrivacy, @JurassicFi, and more. [Full Report in Replies]

Ownership Coins Briefing 009 is up! Fresh off the inaugural @MetaDAOProject owners meeting we provide a quick recap of the most important updates across the ownership coin category: ▪️ @solomon_labs NAV discount rebounds with USDv audit and planned MetaDAO adoption ▪️ @crediblefin receives ~$2.3m in soft commits ahead of it's ICO ▪️ MetaDAO's inaugural owners meeting signals a profound movement is underway ▪️ @loyal_hq asks the community for feedback on an Omnibus style proposal ▪️ @ownershipfm continues to be a driving force both pre and post ICO with @NiceGuyShri @huntermmonk and @oxranga as recent guests

@by_olesia @MetaDAOProject @ownershipfm @colosseum @superteam 🤝

if you want to witness a supreme startup ecosystem, study @MetaDAOProject : > a launchpad rooted in gud philosophy > distribution via podcast @ownershipfm & research firm @01Resolved > flourishing pipeline of deals from @colosseum and @superteam also, many cool people I follow are going to be at the SF meeting futarchy / acc

Excited to be speaking about fundamentals data for ownership coins at the inaugural @MetaDAOProject owners meeting.

MetaDAO's Owner's Meeting. July 10th in San Francisco.

We're on our way to SF for the inaugural @MetaDAOProject General Meeting. If you'd like to connect while we're in town please don't hesitate to reach out. Our DMs are open. See all of you futards soon.

Ownership Coins Briefing 008 is out now! Read the 5-min briefing to catch up on all the updates across the ownership coin category: ▪️ @LasoFinance completes its raise on @MetaDAOProject, pulling $25.6M in commitments and accepting $1M. ▪️ @JurassicFi released the terms of the Deaton raise and targets $660K. ▪️ @UmbraPrivacy launched Private Payroll on Solana with Onramper funding and compliance. ▪️ @loyal_hq's Earn feature reached $130K TVL in its first week. ▪️ @01Resolved published new research on the Blockworks TTF, Blockworks TTF ownership surface and ownership coin fundamental analysis. ▪️ As well as updates from @avici, @sparkdotfi and more. Read the full report (in replies) 👇

@JJJWaves ✍️✍️✍️

Read Ownership Coins | Briefing 008: 01resolved.com/research/laso-…

@vukan0x @k0k1eth @MetaDAOProject Snapshot feature is coming!

@k0k1eth @MetaDAOProject btw @01Resolved u should def put ur logo at 10% opacity behind every chart so u always get the recognition u deserve

$MEGA is down ~50% from their last ICO price $MON is down ~18% from their last ICO price Everyone was favouring MegaETH over Monad including me but it seems that we were all wrong.

@robertburkhart Sounds good. Sent a DM.

Hey team, thank you so much for the wonderful feedback on the TTF and taking the time to really think about this. I love your ideas “1Entity map - A diagram of the legal entities in the structure, showing which one holds the IP, brand, treasury, and revenue. 2Value instruments - If the token is the exclusive instrument, or not. If not, disclose parallel instruments (equity, SAFEs, token warrants) and who holds it. 3Value flows that bypass the token - Any fees, revenue, or proceeds accruing to an OpCo, foundation, or anyone else other than holders. The B-2 operational funding section collects these flows by entity, but it never requires stating which ones bypass holders. 4The token claim - What holding the token contractually entitles you to in the moments that matter (acquisition, licensing, IP sale, treasury distribution, etc.). 5Enforcement - Whether those flows are default and programmatic or discretionary and who can change them “ We update these frameworks once a year. Let’s get on a call to talk about these line items?

We should have made this more clear, but tokenized equity frameworks like @BedrockFndn provide the same clean structure we are advocating for. One single value accruing asset. It can be a token, equity, or tokenized equity. What matters is that investors know exactly where the economic claim sits and do not have to price uncertainty.

@01Resolved @aeonframework recently incorporated through @BedrockFndn and they also filed a TTF filing through Blockworks, detailing the Bedrock Fndn's ownership of equity which the base:0xbf8e8f0e8866a7052f948c16508644347c57aba3 token is tied to.

@FlashTrade 🏎️🏎️🏎️

Flash Trade V2 is LIVE ⚡️ - sub 50ms execution - 500x leverage - 100+ assets - fees as low as 2 bps - one click trading out of beta & unleashed trade now → link in bio

@MikeIppolito_ @nftboi_ We agree. Token with equity also make fundamental analysis meaningless.

Tokens with equity do not work

@JJJWaves 🫡

Ownership coins are making fundamental analysis great again. Our June monthly report is out now!

Read the Ownership Coin Monthly Report for June: 01resolved.com/research/owner…

June’s Ownership Coin Monthly is now live. In the report, we explain why so much of crypto trades on short-term narratives instead of long-term fundamentals, and why ownership coins are making fundamental analysis meaningful again. Inside this month’s report: ▪ How analysis of non-ownership coins fails ▪ Why ownership coins are worth analyzing ▪ NAV Analysis: solana:METAwkXcqyXKy1AtsSgJ8JiUHwGCafnZL38n3vYmeta trades at a premium ▪ NAV Analysis: solana:SoLo9oxzLDpcq1dpqAgMwgce5WqkRDtNXK7EPnbmeta trades at a discount ▪ Resolved @MetaDAOProject decision markets ▪ Project spotlight: @benchdotmarkets ▪ Fundamentals across @Solomon_Labs, @Omnipair, @UmbraPrivacy, @JurassicFi, and more. [Full Report in Replies]

@kantianum Looking forward to hearing your thoughts @kantianum

@01Resolved Bookmarking this and will read it tonight, thanks for the breakdown.

@ownershipfm Well done deep dive and nice touch with the visuals!

@8bitpenis and effortless

@01Resolved clean

Onchain organizations send and receive tens of thousands of transactions across accounts. OpenBooks turns that activity into recurring transaction patterns, helping teams classify financial activity at scale. The ouput is structured financial data for reporting, real-time financial statements, and valuation metrics investors can use to evaluate and price the asset.