Tristyn

14/14📑 100% sourced. Public filings only: ▪ AIAI S-1/A Exhibit 10.20 (Section 7.9) ▪ AIAI 424B4 (8 May 2026) ▪ Constellation FY2025 audited financials ▪ Form 4s filed 18 May 2026 (CIK 0002096362) 📅 20 June 2026. 🔖 Mark the date.

13/14🎯 The structural truth. The contract that brought Constellation under AIAI gave its former shareholders a parachute. 🪂 It gave the $DAG token nothing. 20 June 2026 doesn't change that. It only tells us which side of that asymmetry the network is now standing on.

1/14🚨 31 days. That's how long $DAG holders have until we find out if the company that owns Constellation Network can actually fund it. $20,000,000. Due 20 June 2026. And if it doesn't land, the "penalty" doesn't save the network. 🧵 Read this.

@Ezzylab1 Also: gov revenue fell 75% YoY ($0.8M to $0.2M). A Phase III rolling into classified would push it up, not down. Classified work still requires FCL disclosure under Reg S-K and the 271-page S-1/A has none.

@Tristynb32 Great research! However, I’d like to offer a counterargument. There are various stages in the DOD’s acquisition process. It’s also possible that the contracts weren’t renewed because the funding came from classified sources after the research phase was successfully completed.

#AIAI $DAG: Part 3 - DoD Contracts A company is about to be listed on Nasdaq. It describes itself as deployed in "the U.S. military's digital infrastructure". Mission Critical... Their one active government contract pays $171k/year. It's for door sensors at army museums. 👇🧵

@Ezzylab1 Thank you very much! And fair theory, but the live contract IS the museum sensor work - $171.6K/yr, Fort Belvoir, NAICS 712110 (Museums), one bid received. That's the present-day fact set, not the residue of something that quietly completed and moved on.

@realLoyalSoon That said, the point of the thread is that #Constellation have overstated their current government work by conflating museum visitor counters with "Operationally critical infrastructure" $DAG

@Tristynb32 It's not a contract, it's an award, and you are letting out the fact they used 3$ to earn 1$. #DYOR

@realLoyalSoon Award is an umbrella term that includes grants, collaboration agreements and contracts.

Sources: USASpending.gov: FA864921P1550 / W911S222P1470 / W912CH24CL012 AIAI S-1/A Amendment 7, filed 1 May 2026 (SEC EDGAR, CIK 0002096362) Constellation Network Army Museum Enterprise product documentation NAICS 712110 definition: census.gov

[15/15] None of this means the technology doesn't work. It means investors are being sold "the U.S. military's digital infrastructure." The visible federal contract record is peel-and-stick museum visitor counters. That’s not a misunderstanding. That’s a choice. #AIAI $DAG