Financial intelligence for onchain ownership. Understand the organizations, financials and rights behind value accruing assets. https://xitter.cf/t.co/s3SoyrwJ9d
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Joined October 2025
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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
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
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
Rip Cars completed $925K in OTC sales, Omnipair crossed $1M in TVL, Solomon secured two new USDv integrations and Laso approved an increase to its monthly allowance.
Across the pond, DualMint's PLAY raise reached 89% of its target, and Umia announced its first launch.
Ownership Coins Briefing 020 is now live, covering the latest financials, decision markets and developments across the @MetaDAOProject ecosystem and beyond.
Here's what happened this week.
▪️ @ripcarsio completed five OTC deals totaling $925K and opened a new decision market seeking $250K for inventory purchases.
▪️ @omnipair crossed $1M in TVL and unveiled Dusk, introducing hedged LP vaults, spot margin and permissionless borrowing.
▪️ @solomon_labs added two USDv integrations, with OnRe allocating $1M and Oro adopting USDv to back GOLD.
▪️ @LasoFinance holders approved increasing the monthly allowance from $50K to $68.33K to hire a senior engineer.
▪️ @loyal_hq launched Earn on Google Play, bringing automated idle-USDC deployment to Android.
▪️ @P2Pdotme enabled USDC purchases with Venezuelan bolívares through Coco Wallet and Pago Móvil.
▪️ @DualMintRWA's PLAY raise has reached $202.4K from 95 investors, filling 89% of its $227.5K target.
▪️ @umia_finance announced @SlopCash as one of its first Cohort 1 projects, as UMIA surpassed $21M in trading volume and reached 1,380 holders.
Plus more. Read the full briefing [link in reply].
Read Ownership Coins | Briefing 020:
01resolved.com/research/rip-…
In September’s Ownership Coin Monthly, we took a closer look at @crediblefin’s valuation, with solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta trading at a ~133% premium to NAV.
We also introduced an interactive widget to compare CRED against publicly listed payments companies like dLocal, Flywire, Adyen and Wise.
You can switch between adjusted and fully diluted supply, compare market value and enterprise value, and see how CRED’s valuation changes using historical or annualized revenue.
Read the analysis and play with the widget in the full report below.
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
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].
We'll be at @Token2049 and @SolanaSummitOrg in Singapore from October 5th to 9th.
Lets connect. Send @JJJWaves @Drew01R a DM or find us in the 01Resolved Telegram Community.
Read the Ownership Coin Monthly Report for September: 01resolved.com/research/owne…
~62% of USDv's supply now sits in ownership coin treasuries after Solomon's official launch. Meanwhile, Credible holders approved a $500K settlement facility, Rip Cars is seeking approval to raise up to $1.5M, and Laso's first decision market is trading live.
Ownership Coins Briefing 019, your weekly recap covering financials, decision markets and project updates from the @MetaDAOProject ecosystem and beyond, is now live.
Here's what's inside:
▪ @solomon_labs launched USDv, issuing over $5M in its first hour. @Raydium committed an initial $1M from its treasury and will serve as USDv's primary liquidity venue.
▪ @crediblefin holders approved using $500K of treasury as rolling settlement capital for three months, cutting external financing costs.
▪ @ripcarsio proposes minting and selling up to 12.9M CARS to raise as much as $1.5M, primarily through OTC sales. The decision market is passing by ~17%.
▪ @DualMintRWA opened pre-commits on @stardotfun for a $227.5K raise to fund 200 arcade claw machines, with equity tokenized through @BedrockFndn.
▪ @LasoFinance's first decision market seeks to raise its monthly allowance from $50K to $68.33K to hire a senior engineer.
▪ @omnipair hit ~$1M in 24-hour volume, its highest since V1, with $936K of it from @JurassicFi's tokenized fossil.
▪ @LFOWNDOTFUN has launched 131 coins paired with ownership coins, generating ~$5.3K in trading fees, half to the DAO treasury.
Plus updates from @avici, @sanctumso, @umia_finance and @Predict_PM_AMM and @futarddotio.
Read the full briefing [link in reply].
Read Ownership Coins | Briefing 019:
01resolved.com/research/solo…
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.
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.
Credible is seeking approval to deploy $500K from the treasury to be used as settlement capital for 3 months, with the principal returned to the DAO at term end.
@crediblefin pays merchants before incoming collections have fully cleared. So as payment volume grows, it needs more capital to bridge that timing gap.
Credible reports monthly volume rising from $32M to $183.1M over twelve months, while interest payments on externally borrowed capital has reached approximately $137K per month. Replacing part of that borrowing with its own capital reduces financing costs and supports continued same day settlement.
For solana:CREDBHvVqREBCAxMihzr8D1nepHMr2gmQoZWpmgGmeta holders, the benefit is better economics in the underlying business. More of the money generated by the business can remain within Credible rather than going to external lenders.
The proposal mentions terms for usage, tracking, and upcoming monthly reporting. However some useful clarifications would be:
1. Expected interest savings in the 3 month period from the $500K loan
2. A broader revenue or profit-remittance policy to establish how improved business performance reaches the treasury over time
The proposal provides good commercial rational, but fuller financial disclosures would make the trade off easier to evaluate. Let's see what the market has to say.
The TWAP window starts in ~13 hours. At the time of writing, the decision market has recorded 0 trades and $0 in volume. Follow trading activity and market conviction on 01Resolved:
01resolved.com/credible/prop…
Trade the decision market on @MetaDAOProject:
metadao.fi/decisions/credibl…
