Home / @connorking
CK

Connor King

@connorking

founder @novora_

9,194 followers on X

Tickers covered

Sectors covered

Takes (all time)
1
Takes (30d)
1
Tickers covered
2

Takes

CK
Connor King@connorking·29d

MetaDAO: The Case for Ownership Coins

Connor argues ownership coins solve crypto's negative-drift problem by enforcing three properties: legal IP claims assigned to onchain governance, market-supervised treasuries with spending controls, and performance-gated unlocks tied to price milestones rather than calendar vesting. MetaDAO ICO basket returned +123% versus SOL's -50% through May 10, 2026, with futarchy-based governance allowing prediction markets to price decisions rather than relying on token-weighted voting that collapses under coordination costs. The category's main remaining gap is institutional-grade reporting—without quarterly financials and KPI disclosure, fundamentals-oriented capital cannot fully allocate despite the improved legal and economic alignment.