Drew

01Resolved co-founder bringing a fundamental analysis lens to ownership coins, decision markets, and onchain capital formation.

16 Jun 2026 Decision Markets Ownership Coins Futarchy

A Retro of the Zinc Cash / ZKFG Decision Markets

The second attempt at a decision market to take ZKFG private at $0.15 USDC failed. A decision has been made, but the aftermath is useful as a case study because it lets us imagine two different scenarios. One is how things played out, the other is how it could have played out.

09 Jun 2026 Ownership Coins Education Decision Markets

Putting NAV to Work in Ownership Coin Analysis

Most ownership coin NAV analysis, across the MetaDAO ecosystem and beyond, stops at whether a token trades above or below treasury value. The better use is tracking NAV as a maintained system for runway, dilution, buybacks, liquidation risk, and decision markets.

01 Jun 2026 Monthly Report Ownership Coins Decision Markets Reports Analysis

Ownership Coin Monthly: May

May’s Ownership Coin Monthly covers $META’s Coinbase and KuCoin listings, MetaDAO ecosystem updates, Street’s ERC-S model, GnosisDAO’s Futarchy.fi test, and Ride Markets. We argue financial legibility is becoming essential for decision markets, NAV, and investor confidence.

27 May 2026 Ownership Coins Education Decision Markets

What Is NAV? A Guide to Net Asset Value for Ownership Coins

Learn how NAV works for ownership coins, including Total NAV, NAV per adjusted supply, treasury backing, adjusted supply, and premium or discount analysis.

16 May 2026 Weekly Report

Jurassic Finance $RAWR Raise: How Spark’s First Oversubscribed Ownership Coin Launch Drew $12.5M in Commitments

Jurassic Finance’s $RAWR launch drew $12.5M in commitments against a $200k raise cap, making it Spark’s first major oversubscription test for ownership coins.