Financial intelligence for onchain ownership. Understand the organizations, financials and rights behind value accruing assets. https://xitter.cf/t.co/s3SoyrwJ9d
Worldwide
Joined October 2025
- Tweets657
- Following72
- Followers1.1K
- Likes2.4K
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
01Resolved retweeted
It's notable that @MetaDAOProject were the first to controversially get rid of investor lockups, and it ended up being objectively positive and widely copied (most recently by Ethena).
Now they are bravely experimenting with getting rid of founder lockups- even more controversial. I was adamantly against it at first, but have changed my mind since.
That a founder can sell early doesn't preclude the right founders with the right vision to hold their stake and remain incentivized - those can continue as is, and often do in public equity markets.
As long as transparency of sales exists, and price-appreciation conditions remain, the vesting lockup period is not an important investor protection. Getting rid of it doesn't really impact MetaDAO's pitch to investors, but it does materially and positively impact the pitch of MetaDAO to 21st century "fast company" founders, an ever growing cohort which have place to for access to capital markets.
01Resolved retweeted
It’s the first week of September and we’ve already seen five new decision markets begin trading.
Ownership Coins Briefing 017, your weekly recap covering financials, decision markets and project updates from the MetaDAO ecosystem and beyond, is now live.
Here’s what’s inside:
▪️ A decision market to officially wind down @Paystreamlabs is passing by ~3%.
▪️ @MetaDAOProject proposes to use its ownership coin portfolio to support market making across projects it launches.
▪️ 01Resolved published the Ownership Coin Monthly for August, arguing that raises should be sized to the cost of reaching the next proof point.
▪️ @Solomon_Labs proposes to withdraw its entire Meteora LP ahead of the public USDv launch.
▪️ @ripcarsio approved removing the 18-month cliff on its team performance package.
▪️ @umia_finance’s UMIA trades at ~$0.74 on Base, up ~106% from its $0.36 ICO price.
▪️ @omnipair details Dusk V2, including one-sided leveraged LP and spot margin.
▪️ @Basket_on_sol cuts its decision market duration from three days to 24 hours
Plus updates from @crediblefin @loyal_hq and more.
01Resolved retweeted
Solomon Labs is preparing for the public launch of USDv and has proposed withdrawing its entire Meteora LP.
Trading in the @solomon_labs decision market has been heavily aligned with approval. So far, 99.68% of volume and 92.86% of traders are economically Pass-aligned, with $32.1K in volume across 14 trades from 12 unique traders.
If approved, ~900K SOLO worth ~$611K would move back into the treasury. The Meteora pool was originally created to expand SOLO’s distribution at a time when the FutarchyAMMs were not indexed by Dexscreener or other platforms. That role is less important today, with the FutarchyAMM now indexed and holding ~$2.92M in liquidity, making it the deepest market in the @MetaDAOProject ecosystem.
The returned SOLO could later be used for exchange access, professional market making, new trading venues or ecosystem rewards, but any deployment would require separate proposal approved through a decision market.
trades at ~$0.68, roughly at par with our estimated NAV (AS), narrowing from a ~15% to ~20% discount through June / July. The approved TWAP sits at $0.6881 versus $0.6352 if rejected, meaning the market currently prices SOLO ~8.3% higher with the withdrawal than without.
01Resolved retweeted
Great updates from @crediblefin. New financial statements, with profits being returned to the Futarchy governed treasury with flows tracked on @01Resolved
In July, the team reported $162M in processed volume, launched a business card spend pilot, shipped an analytics dashboard, and completed the solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta raise on @MetaDAOProject
In August, USD–CNY collections and payouts went live, IDR payouts launched across bank transfer, GoPay and OVO, and cash access was announced through MoneyGram terminals, including MGUSD support
01Resolved retweeted
Our top visited pages over last 90 days @01Resolved:
/metadao/financials
/solomon/financials
/laso-finance/financials
/loyal/financials
/credible/financials
/umbra/financials
/avici/financials
A clear pattern is emerging. Investors want the data.
01Resolved retweeted
The vulnerability affecting @avici users was an unfortunate situation, but great to see the team respond quickly and @raincards confirm that all affected users will be made whole.
Also shoutout to @metaproph3t for looking out for the projects he helps launch and jumping in as customer support across X. Most launchpads leave you in the dust after your project ICOs. This is one of the reasons that makes @MetaDAOProject different.
01Resolved retweeted
50% of all users have now been refunded. we’re working through the rest right now.
if you have phone notifications on, you should be notified immediately.
we’ll update everyone as soon as all refunds are complete.
deeply sorry for the trouble and inconvenience.
UPDATE: All affected card balances will be refunded in full
Earlier today, our card-issuing partner, Rain, identified a vulnerability in an version of a Solana card contract used by Avici and a small number of other programs. The contract has now been upgraded across all programs, and no further unauthorised activity has been observed.
Avici wallets and card balances are separate. Avici wallets are self-custodial and remain under users’ control.
When users top up their cards, funds move into a separate Solana contract that holds their card balance. Only this contract was affected.
Note: Funds held in Avici’s Solana and EVM wallets are safe and were not affected.
Our current reconciliation shows that 1,685 users were affected, representing $500,859.22 in card balances.
Every affected user will have their card balance refunded in full. We remain in close contact with our card-issuing and security partners and are monitoring the remediation closely.
Avici has also filed a report with the FBI’s Internet Crime Complaint Center. We are deeply sorry for the concern and inconvenience this has caused.
01Resolved retweeted
When Avici users got drained yesterday, I considered buying $AVICI on the dump.
It's an ownership coin, which means there's a protocol treasury you can actually track.
So when price drops below NAV, it's effectively trading at a discount to what the protocol holds.
@01Resolved is a great tool for tracking NAV and other key data for ownership coins.
01Resolved retweeted
Looking at the 1.15K% @MetaDAOProject premium makes me bullish. Investor confidence is growing and this ecosystem is only just getting started.
01Resolved retweeted
Pumped to join @SuperteamTH loving the shirt as well 🇹🇭
Meet @drew01R
Drew is a crypto native finance leader, entrepreneur, investor, and now a member of Superteam Thailand.
With over a decade across treasury management, investing, and onchain financial infrastructure, Drew has built and operated across both traditional and crypto markets. He previously worked with De Beers Group, founded and exited a peer to peer services marketplace, and later served as CFO at crypto travel platforms Travala and Dtravel.
Drew has completed all three levels of the CFA program and continues to work closely with Web3 startups as an investor, advisor, and fractional CFO.
Today, he is cofounder of @01Resolved, where he and his team are building OpenBooks, a financial system of record for onchain organizations designed to bring structured reporting, NAV methodology, and greater financial transparency to the ownership coin ecosystem.
Outside of work, you’ll find Drew surfing, cooking, training Muay Thai, or playing padel.
His personal philosophy:
“To realize one’s Personal Legend is a person’s only real obligation.”
— Paulo Coelho, The Alchemist
Welcome to Superteam Thailand, Drew.
01Resolved retweeted
Fundamental analysis has rarely worked in crypto and ownership coins are an asset class that changes that.
01Resolved retweeted
This might be the biggest week yet. Ownership Coins Briefing 014 is now live!
Your weekly recap covering financials, decision markets and project updates from the @MetaDAOProject ecosystem and beyond.
Here's what's inside:
▪ @LasoFinance is the #2 app on x402, with ~$79K in volume over 30 days, all of it from AI agents.
▪ @ripcarsio opens its first decision market, to unlock $50K from the treasury ahead of launch.
▪ @sanctumso's decision market approves a final 15M CLOUD payout, passing by ~5% against a 1% threshold on $501K of volume.
▪ @UmbraPrivacy details V2, a full rebuild into a sovereign private money system arriving in Q4.
▪ @ownershipfm starts paying its team's salaries privately through @UmbraPrivacy's payroll product.
▪ @ownedfund launches on @ridemarkets, buying only MetaDAO and Futardio ownership coins.
▪ @JustSparkIdeas winds down two IdeaCoins, with PWE holders getting back 101% of what they put in after five weeks.
▪ @crediblefin marks $1B in payment volume.
▪ @JurassicFi brings Deaton, the first tokenized fossil, to Solana on August 17.
▪ @01Resolved ships Snapshots, timestamped graphics for the category, any project, or any decision market.
Plus updates from @ordrtrade, @avici, @P2Pdotme, @loyal_hq, @umia_finance and @TrySoar
01Resolved retweeted
Good feature @01Resolved
1/ We just launched Snapshots on 01Resolved.
You can now create and share timestamped graphics for the top 10 ownership coins by market cap, individual projects, and decision markets directly from the platform.
Snapshots make it easy to rally support for a decision market, onboard more owners to your favourite project, or share whats happening across the ownership coin category.
Quick walkthrough below.