Financial intelligence for onchain ownership. Understand the organizations, financials and rights behind value accruing assets. https://nitter.cf/t.co/s3SoyrwJ9d
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01Resolved retweeted
You can now see exactly how NAV and NAV/AS are calculated on 01Resolved, including the treasury assets include and what accounts for adjusted supply.
As a reminder, NAV/AS represents the net asset value per token, calculated by dividing the DAO's total non-native token value divided by non-DAO controlled token supply.
To explore the breakdown, navigate to a project like @LasoFinance. Open the "Financials" tab and click "Breakdown" under Total NAV.
See the value of non-native assets included in NAV, alongside the native-token value excluded from the calculation.
For NAV/AS, click "Breakdown" to see whats included in Adjusted Supply.
For Laso, you can see Adjusted Supply is 10.06M after removing the FutarchyAMM, Meteora AMM, and Team Performance Package positions from the Total Supply of 29.99M LASO.
With Total NAV sitting at $897.01K, this brings NAV/AS to $0.0891, which at today's solana:LASocYgQAo8GfypSjedNQgLft8y8DVGg1kSqR3smeta price, means the token is trading at a ~17% premium.
01Resolved retweeted
A significant improvement to visibility for ownership coins.
We are very proud to be the example 01Resolved references. They continually ship meaningful improvements.
If you haven't used 01Resolved when making investment decisions, start now.
You can now see exactly how NAV and NAV/AS are calculated on 01Resolved, including the treasury assets include and what accounts for adjusted supply.
As a reminder, NAV/AS represents the net asset value per token, calculated by dividing the DAO's total non-native token value divided by non-DAO controlled token supply.
To explore the breakdown, navigate to a project like @LasoFinance. Open the "Financials" tab and click "Breakdown" under Total NAV.
See the value of non-native assets included in NAV, alongside the native-token value excluded from the calculation.
For NAV/AS, click "Breakdown" to see whats included in Adjusted Supply.
For Laso, you can see Adjusted Supply is 10.06M after removing the FutarchyAMM, Meteora AMM, and Team Performance Package positions from the Total Supply of 29.99M LASO.
With Total NAV sitting at $897.01K, this brings NAV/AS to $0.0891, which at today's solana:LASocYgQAo8GfypSjedNQgLft8y8DVGg1kSqR3smeta price, means the token is trading at a ~17% premium.
01Resolved retweeted
We’re excited to announce that Rip Cars has closed its $1.5M strategic round, backed by an incredible group of investors:
@dba_xyz, @Colosseum, @KyleSamani, @Novora_, @Allinbitcoin_, @Sacha, and Erik C.
This round brings us one step closer to building the world’s largest marketplace for collectible Hot Wheels.
01Resolved retweeted
MetaDAO’s META-042 proposal is live in a decision market.
The proposal would end the Ownership Capital authorization from META-039, release its ~$2M USDC escrow, and move the funds to MetaDAO LLC. The USDC would sit in a separate Ecosystem Fund that invests in ownership coins and private instruments.
The proposal mentions the fund making investments between $50K-$150k in fundraises of $50K-$300K, with a focus on consumer apps.
The proposal also contains an exhibit with amendments to the MetaDAO LLC Operating Agreement
Market so far:
• Passing by: 6%
• Threshold: −3%
• Volume: $4.3K from 2 unique traders
Pass is comfortably ahead, but on thin volume. Trading closes on Oct 29 (approx. 16 hours from now).
01Resolved retweeted
Our new interactive price and NAV/AS chart lets you track how a token trades relative to its treasury backing over time.
Turn layers on or off to explore historical premiums and discounts, overlay decision markets, and project how future allowance draws could affect NAV per token.
Try it out on the 01Resolved platform and start analyzing completed launches across @MetaDAOProject and @Backabledotbiz.
01Resolved retweeted
The @TheInnerTable ($POKER) ICO closed on Oct 24 with $159.5k raised from 81 wallets.
Who backed it and what have they done since?
1. Mostly new money - 52 of 81 wallets (64%) had never joined an ICO before, and they brought $111k, 70% of the raise. The other 29 had backed earlier ICOs.
2. Distribution - 65% of wallets put in <$1k but supplied <6% of the raise. 13 wallets in the $5k–50k range supplied 74%, and 10 of those 13 were first timers.
3. Big backers are holding - All 13 still hold their full allocation two days into trading. One added about 23% more on the open market. Holders have grown from 86 to 95 in a day.
4. Ownership overlap - one $5k backer also holds roughly $175k across Credible, Omnipair, P2P, Avici, Umbra and Laso. Another holds about $190k of Umbra and Rip Cars.
Two days of trading $POKER is at $0.0126, up 13% in 24h but still 21% below the ICO price. That's also 21% below its NAV per adjusted token of $0.0160.
Data from @01Resolved API/MCP
01Resolved retweeted
The Inner Table closing its ICO, Rip Cars hitting a new daily volume ATH, and Umbra expanding its privacy stack to Robinhood Chain...plenty happened this week across the @MetaDAOProject ecosystem!
Here’s the recap:
@TheInnerTable successfully closed its ICO on @backabledotbiz.
@ripcarsio hit a new daily volume ATH with $80,790 in packs ripped. The record came alongside its recent inventory expansion.
@JurassicFi officially completed the acquisition of Deaton, the Triceratops fossil, for $600K.
@loyal_hq opened EarnMax to everyone after closed and open testing. The self-custodial strategy uses Kamino’s RWA Multiply markets and has already attracted more than $200K in deposits.
@01Resolved rolled out a new set of platform upgrades, with ownership analytics, wallet intelligence and team performance tracking.
@UmbraPrivacy introduced Nimbus, the infrastructure powering its privacy stack, and announced an expansion to Robinhood Chain.
01Resolved retweeted
We're heading into the last week of October and Ownership Coins Briefing 023, your weekly recap covering financials, decision markets and project updates from the MetaDAO ecosystem and beyond, is now live.
Here’s what’s inside:
▪️ @01Resolved introduced new platform upgrades including Price vs. NAV/AS charts, operating metrics, e wallet intelligence, team performance package tracking, and more.
▪️ @JurassicFi completed its $600K acquisition of Deaton, a Triceratops fossil funded by TRCH1 holders.
▪️ @UmbraPrivacy holders approved increasing it's monthly spend to $150K. The team also introduced an SDK for its Nimbus privacy network.
▪️ @TheInnerTable completed its raise, accepting ~$159K from 81 backers to build physical poker studios in India.
▪️ @DRAWUPxyz attracted ~$348K in commitments against a $20K goal, roughly 17x its target.
▪️ @loyal_hq opened EarnMax to the public, with over $200K deposited against a $1M cap and a reported 7-day realized APY of ~16%.
▪️ @crediblefin reported $533M in Q3 payment volume, up ~51% from Q2, bringing cumulative payments to $1.5B.
▪️ @P2Pdotme reached 32.2K users and $6.2M in 30-day protocol volume, growing 7% and 18% respectively.
Plus updates from Solomon, Rip Cars, Omnipair, Orendal, LFOWN and more.
01Resolved retweeted
In the last 30 days, @P2Pdotme has achieved:
▪️ 32.2K Total Users (+7%)
▪️ $6.2M Protocol Volume (+18%)
▪️ 857 Daily Active Users (+6%)
▪️ 48K Transactions (+10%)
Total Users have grown ~21% in 3 months. solana:P2PXup1ZvMpCDkJn3PQxtBYgxeCSfH39SFeurGSmeta currently trades at $0.40 vs $0.48 NAV per adjusted supply, a ~17% discount.
Track @p2pdotfound operating metrics and financials live on 01Resolved [see reply].
01Resolved retweeted
Lots of new updates on @01Resolved and even more coming soon
01Resolved retweeted
A lot more on the way, but happy with this much overdue release:
▪️ Price vs. NAV/AS: Compare token prices against treasury backing over time, explore historical premiums and discounts, overlay decision markets, and project future allowance draws.
▪️ Operating metrics: Track business performance alongside financials to better understand what treasury spending is producing.
▪️ Holder intelligence: Explore the largest holders, wallet concentration, ICO participation, and decision market activity.
▪️ Improved team performance packages: Track unlock conditions, price targets, cliffs, and vesting progress.
▪️ Financial reporting: Inspect how NAV and adjusted supply calculations are built.
01Resolved retweeted
We agree that this the what this market needs. Investors will also need to understand the financial picture in the record as well.
That's what we're building with OpenBooks. Happy to help push this forward and get financial information from OpenBooks participating companies on the TTFs.
01Resolved retweeted
Laso Finance has surpassed $100k paid into the on-chain treasury!
Since July 7th, Laso has been leading the way by routing 100% of our revenue to our treasury controlled by solana:LASocYgQAo8GfypSjedNQgLft8y8DVGg1kSqR3smeta holders.
On-chain treasury can be tracked here: 01resolved.com/laso-finance/…
01Resolved retweeted
We've been a little quiet on X the last couple weeks over at @01Resolved but some times its necessary to cut out distractions and focus on shipping.
A ton of new updates are coming to the platform and we can't wait to share them all with you.
01Resolved retweeted
A lot of the umbra information is factually incorrect.
Umbra has had revenues on v1 for 5 months now despite having little to no marketing once we decided to upgrade to v2
V1 had a tvl of $600k just a few months ago and right now tvl is migrating to v2 (which currently has $260k of tvl in a little over 2 days with $100k in v1 still pending for migration)
Just for reference before we republish our stats page for v1 you can find some numbers in the screenshots (actual fee generating private volume is higher than the screenshot but I’ll hold that until we publish a proper report)
Umbra v2 is also no longer invite only you can literally just look this up on X in less than a second @UmbraPrivacy
We also moved to build and own our infra @NimbusPrivacy (more on this soon but you can find docs today on our site at umbra)
Deposits have always been free and will continue to be free. Makes no sense to charge for deposits unless something structurally changes about our business model
Your ownership math is also off. You can just refer to @01Resolved for a better more thorough understanding. Umbra trades at about 2x NAV today cause on liquidation (before team unlocks) team gets nothing and those tokens do not count towards a liquidation. Umbra has never minted additional tokens for sales and only utilised existing tokens and on the contrary has bought back tokens lower for the business
Appreciate you including umbra as part of the post but wish you’d have reached out to check some of this math. Plenty of this material is public and whatever isn’t (it’s been mentioned but just not a dashboard for v2 yet) we will push to have it live soon
01Resolved retweeted
Ownership coins can use ownership as a growth incentive. Using @Avici as an example, we examine how teams could reward product use, referrals, and other contributions, and whether the additional profit generated exceeds the cost of the program
01Resolved retweeted
Imagine if every @ripcarsio pull earned the user a small amount of $cars!
Protocol vol increases
Holder base increases
NAV increases (if executed correctly)
September’s Ownership Coin Monthly is now live.
This month we look at how teams can use ownership as a growth incentive, what investors are paying for Credible Finance's payments business, and how 01Resolved’s Telegram Signals can improve decision market awareness.
Also inside:
▪️ How airline loyalty programs and shareholder benefits could inspire ownership incentives, using @avici as an example.
▪️ @crediblefin processes a record $191M in September. We compare CRED’s valuation against listed payments companies.
▪️ 18 decision markets resolved, with 17 passing on $368K in volume. We cover proposals from @MetaDAOProject, @ripcarsio, @UmbraPrivacy and others.
▪️ Why dormant single-sided LPs may no longer serve their purpose, and whether more teams should follow @solomon_labs.
▪️ How 01Resolved’s Telegram Signals can help drive more decision market participation.
▪️ Why teams should report their financials and progress, even if the numbers are small.
▪️ @DualMintRWA’s $227.5K raise to tokenize 200 claw machines, bringing verifiable real-world cash flows onchain.
Plus business updates, treasury values, NAV and decision market activity across the wider MetaDAO ecosystem [link in reply].
01Resolved retweeted
We connected Opus to GA4 and asked it to create a visual for 01Resolved platform activity after seeing the trendline up and to the right. This is what it came up with.
It's clear ownership coin investors are discerning and attention is only growing.
01Resolved retweeted
If you ever want to track metaDAO launches
You shouldn’t sleep on this 👇
01resolved.com/
When you sign in you’ll receive first hand alert on Tg on decision market & metaDAO ICO launches 🚀
Futarchy doesn’t always have to be complicated as perceived.
@01Resolved
