{"schema_version":2,"updated":"2026-08-25T15:19:22.637Z","integrity_notice":{"summary":"Each integrity claim carries its own verdict and assessment_level. A 'reported' value is the project's own claim, not a verified fact, unless verdict is 'match'. assessment_level 'not-assessed' means unchecked, never clean. Findings are dated snapshots, not a live feed.","verdicts":{"match":"verified against independent data","inflated":"reported higher than independent data shows","understated":"reported lower than independent data shows","outdated":"was accurate when reported; on-chain reality has since moved","unverifiable":"checked, could not independently confirm"},"methodology":"https://ownyourmind.ai/resources/integrity-checks/"},"scores":{"aethir":{"title":"Aethir","token":"ATH","category":"compute","freedomScore":3,"returnsScore":6.4,"freedomGrade":"F","returnsGrade":"C","url":"https://ownyourmind.ai/projects/aethir/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":{"classification":"mixed","reason":"Operators are paid from two streams: ATH reward emissions (~8.84B ATH distributed per Aethir's own on-chain dashboard) and an 80% share of service fees (~6.48B ATH, being 80% of the 8.10B ATH gross fees we indexed on-chain). Emissions are the larger share, so operator compensation is emissions-led, not purely revenue-funded."},"reconciliations":[{"metric":"gpu_network_distribution","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"435,126 GPU containers across 94 countries (Aethir dashboard, 2026-06-09)","source":"Aethir GPU dashboard (self-reported, off-chain)","self_reported":true},"independent":{"value":null,"source":"GPU container count and geographic distribution are off-chain reality on a closed-source, self-certified surface (zero public repos). Per the WS1 rule, off-chain hardware claims are not deep-reconcile targets. Corroborated by Aethir's own dashboard (not contradicted by its own surface, unlike io.net) but not independently verifiable."},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"onchain_governance","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"DAO Treasury (7.5% of supply); community governance","source":"Aethir tokenomics / whitepaper","self_reported":true},"independent":{"value":"No on-chain governance found. The ATH token's owner (mint authority) is a 2-of-3 Gnosis Safe (0x1246aE66) with no timelock; the DAO Treasury allocation exists but no on-chain voting or governance mechanism is deployed.","source":"Ethereum RPC (ATH owner() -> Safe getOwners/getThreshold) + BaseScan/Etherscan, 2026-08-09"},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"provider_allocation","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"50% Checker Nodes & Compute Providers","source":"Aethir tokenomics","self_reported":true},"independent":{"value":"Allocation as documented: 50% to compute providers (linear vesting).","source":"documented allocation + on-chain supply"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"insider_allocation","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"broad distribution","source":"Aethir (implied)","self_reported":true},"independent":{"value":"Insider allocation is material: 12.5% team + 11.5% investors + 5% advisors (~29%), plus a private/pre-sale tranche. This is a VC-backed launch, not a fair launch.","source":"documented allocation"},"assessed_date":"2026-08-09","severity":"low"},{"metric":"token_layer_censorship","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"no freeze/blacklist on the token","source":"inferred from the token design","self_reported":false},"independent":{"value":"Verified AethirToken source exposes mint + owner only; no pause, freeze, or blacklist function, and the contract is not upgradeable (no EIP-1967 slot).","source":"Ethereum RPC + Etherscan verified source, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"network_control","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"distributed enterprise compute","source":"Aethir docs","self_reported":true},"independent":{"value":null,"source":"Aethir controls the Indexer matching layer and has visibility into the network; the runtime is closed-source, so client data sovereignty is not independently verifiable."},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"open_source","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"transparent decentralised network","source":"Aethir positioning","self_reported":true},"independent":{"value":"Zero public GitHub repositories. Only the ATH token contract is source-verified on Etherscan (Solidity 0.8.18, the bare minimum); the network code, Checker Node client, and orchestration are entirely closed-source.","source":"GitHub org (0 public repos) + Etherscan, 2026-08-09"},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"compute_payment_utility","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"compute payment + staking + node operation","source":"Aethir docs","self_reported":true},"independent":{"value":"Compute-payment utility is on-chain-verified and now indexed rather than observed. 1,250 DepositServiceFee events on AETHIR_CORE (0x226D...a42d, Arbitrum) carry 9,786,507,650 ATH of gross service-fee throughput since July 2024, paid by 61 distinct payer addresses.","source":"Own on-chain AETHIR_CORE service-fee index (Arbitrum), 2026-06-09"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"value_accrual","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"providers earn ATH; no fee-share or buy-and-burn to holders","source":"Aethir (its own disclosure)","self_reported":true},"independent":{"value":"On-chain: 80% of service fees flow to GPU operators (supply-side), the protocol retains ~20%; there is no fee distribution to token holders and no buy-and-burn. Holder value accrual is indirect and thin.","source":"Own on-chain service-fee split + emission_honesty analysis, 2026-06-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"current_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"42B total; 47.93% circulating","source":"Aethir tokenomics","self_reported":true},"independent":{"value":"On-chain totalSupply exactly 42,000,000,000; circulating ~20.13B (47.9%) per CoinGecko. Team vesting to Dec 2028.","source":"Ethereum RPC totalSupply + CoinGecko, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"hard_cap_enforcement","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"capped supply, 42B max","source":"Aethir tokenomics (supplyType: capped)","self_reported":true},"independent":{"value":"The AethirToken contract has an active mint() function and NO on-chain cap(); mint authority is a 2-of-3 Gnosis Safe with no timelock. The 42B is a governance-discretion cap, not enforced by code.","source":"Ethereum RPC + Etherscan verified source, 2026-08-09"},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"service_fee_revenue","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"$176.7M lifetime network revenue / 8,101,465,682 ATH gross compute purchases (Aethir dashboard, 2026-06-09); $127.8M '2025 revenue' (Aethir 2025 wrap-up blog)","source":"Aethir GPU Dashboard (dashboard.aethir.com) + 2025 wrap-up blog","self_reported":true},"independent":{"value":"$163.5M all-time net service fees (our own on-chain index); calendar-2025 $117.8M. Corroborated by DeFiLlama $167.9M and Token Terminal $165.1M (calendar-2025 $118.0M, matching ours to 0.2%).","source":"Own on-chain index of AETHIR_CORE 0x226DC7D2AA1F9a565e82faf04772FDbBaF2da42d (Arbitrum), cross-checked against DeFiLlama and Token Terminal"},"assessed_date":"2026-06-09","severity":"info"},{"metric":"revenue_headline_basis","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"$176.7M 'total network revenue' / $166M ARR presented as revenue","source":"Aethir dashboard + Q3 2025 blog","self_reported":true},"independent":{"value":"Protocol-level revenue (the 20% fee cut) is ~$33.6M all-time (DeFiLlama Revenue) / ~$32.7M (our own 20% split); the other 80% flows to GPU operators. The 'network revenue' headline overstates protocol revenue roughly 5x.","source":"DeFiLlama Revenue + our on-chain 20% split, 2026-08-02"},"assessed_date":"2026-08-09","severity":"high"},{"metric":"arr","assessment_level":"onchain-reconciled","verdict":"outdated","claim_holds_up":false,"reported":{"value":"$166M ARR as of Q3 2025 (Aethir Q3 2025 blog)","source":"Aethir Q3 2025 blog / marketing","self_reported":true},"independent":{"value":"Measured against our own index rather than a vendor. Over the 13 months the price history covers, deposited service fees convert to $78.7M at daily ATH prices, and the monthly figure fell from $12.5M in September 2025 to $3.0M in July 2026. The $166M ARR claim is not supported on any basis we can compute. CORRECTED 2026-08-17: this row previously said monthly fees fell to 'under $1M' by June 2026; the indexed figure for that month is $3.6M, so the decline is real but was overstated by roughly 3.6x.","source":"OYM Aethir service-fee index (scripts/refresh-aethir-fees.ts), Arbitrum DepositServiceFee logs converted at daily ATH prices"},"assessed_date":"2026-08-17","severity":"medium"},{"metric":"liquidity_depth","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"OKX, Bybit, KuCoin, Bitget, Gate.io, Coinbase, Upbit + healthy volume","source":"Aethir market summary","self_reported":true},"independent":{"value":"58 tickers; real CEX (Upbit, Bybit, LBank, CoinW, HTX); ~$4.5M 24h volume against a ~$82M market cap (~5.5% turnover); ~97% below ATH.","source":"CoinGecko (tickers + market_data), 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_real_revenue","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"$176.7M lifetime network revenue from real enterprise GPU demand","source":"Aethir","self_reported":true},"independent":{"value":"Our own on-chain AETHIR_CORE index ($163.5M all-time gross) reconciles the dashboard within ~8% and matches DeFiLlama/Token Terminal to ~0.2% on calendar-2025.","source":"Own on-chain service-fee index + DeFiLlama + Token Terminal, 2026-06-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_gpu_network","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"440,000+ GPU containers, 94 countries, 150+ enterprise clients","source":"Aethir dashboard","self_reported":true},"independent":{"value":null,"source":"The hardware footprint is off-chain, closed-source, and self-certified; not independently verifiable (per the WS1 off-chain-reality rule). Not contradicted by Aethir's own surface, unlike io.net."},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"thesis_durable_demand","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"growing enterprise demand; $166M ARR","source":"Aethir marketing","self_reported":true},"independent":{"value":"Demand has fallen, and the token-denominated counter-reading does not overturn it. Monthly service fees ran $12.5M in September 2025 against $3.0M in July 2026 on our own index. Deposits measured in ATH rose over the same window, which prompted the question of which denomination measures demand, and the logs answer it: across 11 months the correlation between log ATH deposited and log ATH price is -0.90, with an elasticity of -0.48. If compute were priced in ATH there would be no reason for deposit volume to track price inversely at all, so pricing behaves as fiat-denominated and settled in ATH. The elasticity is about -0.5 rather than -1, which is the part that matters: a pure settlement artefact would leave dollar spend flat, and dollar spend roughly halved. So the ATH rise is mostly the token falling, and real demand fell underneath it.","source":"OYM Aethir service-fee index, both denominations, plus the price-elasticity test over 11 months"},"assessed_date":"2026-08-17","severity":"high"}],"facts":[{"metric":"revenue_headline_basis","assessment_level":"onchain-reconciled","kind":"measured","flag":"definitional-gap","positive_control":false,"severity":"high","detail":"Aethir's '$176.7M total network revenue' and '$166M ARR' headlines are GROSS developer service-fee throughput. The protocol retains only the 20% fee cut: DeFiLlama 'Revenue' = ~$33.6M all-time / ~$20.8M per year, and our own 20% split of the on-chain fees = ~$32.7M all-time. The other 80% flows to GPU operators (supply-side). Headline 'revenue' overstates protocol-level revenue roughly 5x.","assessed_date":"2026-06-09"},{"metric":"technical_claims","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"high","detail":"Device and compute claims (GPU container count, compute hours, container performance) remain closed-source and self-certified (zero public GitHub repos). Only the service-fee revenue stream is on-chain-verifiable; the hardware and utilisation claims are not.","assessed_date":"2026-06-09"}]}},"akash":{"title":"Akash Network","token":"AKT","category":"compute","freedomScore":6.6,"returnsScore":6.8,"freedomGrade":"C","returnsGrade":"C","url":"https://ownyourmind.ai/projects/akash/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":{"classification":"not-applicable","reason":"Akash is a Cosmos L1 with a take-rate / fee-burn model rather than participant reward emissions tied to revenue; the emission-honesty question (rewards inflation-funded vs revenue-funded) does not map cleanly. Recorded as a deliberate determination, not unassessed."},"reconciliations":[{"metric":"bme_akt_burned_figure","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"53,520 AKT burned because of BME as of 31 March 2026 (Messari, State of Akash Q1 2026)","source":"Messari (third-party; report commissioned by Overclock Labs, independently produced)","self_reported":false},"independent":{"value":"On-chain permanent AKT burn (x/bme total_burned uakt) = 0. AKT is held in the BME vault (balances 562,506 AKT + remint_credits 262,506 AKT, 2026-07-26), not destroyed.","source":"Akash LCD x/bme vault (akash-api.polkachu.com/akash/bme/v1/vault) + AEP-76 spec (akash.network/roadmap/aep-76)"},"assessed_date":"2026-08-17","severity":"low"},{"metric":"bme_onchain_operation","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"BME live and burning AKT since 23 March 2026 (our editorial, sourced to Messari: 53,520 AKT burned 23-31 Mar 2026)","source":"Our editorial / Messari (third-party)","self_reported":false},"independent":{"value":"On-chain x/bme vault (AEP-76): 968,221 ACT minted and 799,299 ACT burned cumulatively since activation; 586,153 AKT held as vault backing / remint credit; 0 AKT permanently burned. The loop is demonstrably operating on-chain.","source":"Akash LCD x/bme vault module (akash-api.polkachu.com/akash/bme/v1/vault)"},"assessed_date":"2026-08-16","severity":"low"},{"metric":"lease_fee_revenue","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"$3.15M lease revenue (full-year 2025, Messari via Akashstats+Artemis)","source":"Messari (third-party, republishing Akashstats + Artemis)","self_reported":false},"independent":{"value":"$1.90M trailing-1y / $5.84M all-time on-chain lease fees (DeFiLlama akash-network adapter)","source":"DeFiLlama open-source on-chain adapter (akash-network)"},"assessed_date":"2026-08-17","severity":"low"},{"metric":"demand_source_concentration","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"A large majority of Akash's headline daily on-chain compute spend (~$7,518/day, 25 Jul 2026) is company-funded AkashML inventory rather than independent third-party demand, routed through commingled wallets so revenue-vs-recycled-inventory cannot be told apart; the thread puts independent, self-funded renter demand at roughly $562/day and argues AKT price has historically tracked that independent bucket, not the headline.","source":"X thread @BecauseYrBored (https://x.com/BecauseYrBored/status/2081372252851912799), 25 Jul 2026. ADVOCACY: the thread's payload is opposing a governance proposal that requests ~43% of the treasury; treat its split figures and price-causation claims as an argued position, not established fact.","self_reported":false},"independent":{"value":"Now enumerated rather than traced. Grouping all 1,454 active leases by payer gives 529 distinct payers and total paid demand of about 11,675 ACT a day, of which the single largest holds 72.5%. That address is akash1scs6vfgwamnnarmsz26yy63244pakvul5rszxs, the wallet the claim names as AkashML, and it is topped up from one custody account (akash1226a4mhmdseh3mz34rslc0ud4pc9k4dwnn2d83) which is itself fed by three upstream accounts, a pattern consistent with a funded corporate tenant. Setting that payer aside leaves about 3,209 ACT a day across the remaining 528. So the shape of the claim reproduces: paid demand is overwhelmingly one payer. Two things it does NOT establish, both stated because the chain is silent on them. Nothing on-chain identifies the custody account as Overclock Labs or AkashML; that attribution rests on the claim's naming, not on our reads. And the second-largest payer (19.9%) receives no MsgSend from that custody account or any other, so it does not share the funding path and there is no basis for folding it in as company-related.","source":"OYM Akash demand index (scripts/refresh-akash-demand.ts), akash/market/v1beta5 active leases grouped by payer"},"assessed_date":"2026-08-17","severity":"medium"},{"metric":"inflation_cap","assessment_level":"onchain-reconciled","verdict":"outdated","claim_holds_up":false,"reported":{"value":"8% inflation cap (Proposal 283, March 2025) with a 50% community pool tax; Messari reported a realised 8.94% annualised rate for Q1 2026","source":"Akash governance Proposal 283 (March 2025) and Messari 'State of Akash Network Q1 2026'; both carried in our own editorial through 2026-05-26","self_reported":false},"independent":{"value":"Superseded. The Akash x/mint parameters now read inflation_max 4.0%, inflation_min 3.0%, goal_bonded 67%; live inflation is 4.0% and annual provisions are 11,869,907 AKT against a 296,747,666 AKT total supply. The x/distribution community_tax reads 70%. Governance Proposal 322 (passed 15 May 2026, 55.46M AKT yes vs 0.82M no) executed the change: inflation max 8% -> 4%, min 4% -> 3%, community pool tax 50% -> 70%.","source":"Akash LCD (rest.cosmos.directory/akash): cosmos/mint/v1beta1/{inflation,params,annual_provisions}, cosmos/distribution/v1beta1/params, cosmos/bank/v1beta1/supply/by_denom, cosmos/gov/v1/proposals/322"},"assessed_date":"2026-08-13","severity":"medium"},{"metric":"supply_cap","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"No hard cap; 388.5M genesis cap often quoted as 'max supply' by aggregators","source":"Akash tokenomics documentation; CoinGecko carries 388,539,008 as max_supply","self_reported":true},"independent":{"value":"Confirmed uncapped. On-chain bank supply reads 296,747,666.10 AKT and the x/mint module continues to issue at 4% annually with no cap parameter; nothing in the module enforces 388,539,008. The on-chain figure matches CoinGecko's 296,746,575 total supply to within 0.0004%.","source":"Akash LCD cosmos/bank/v1beta1/supply/by_denom?denom=uakt + cosmos/mint/v1beta1/params; CoinGecko total_supply (cross-read)"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"validator_set","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No specific validator-count or concentration figure is published as a headline claim","source":"Akash documentation (permissionless-network positioning)","self_reported":true},"independent":{"value":"84 bonded validators against a 100-validator cap, securing 91,466,381 AKT (30.8% of total supply bonded). Stake is concentrated: the largest validator holds 11.5%, the top 5 hold 37.3% and the top 10 hold 60.1%, giving a Nakamoto coefficient of 5 (five validators can halt the chain).","source":"Akash LCD cosmos/staking/v1beta1/{validators,pool,params}"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"governance_authority","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Community-governed protocol; parameter and treasury changes go to on-chain votes","source":"Akash governance documentation","self_reported":true},"independent":{"value":"Confirmed at G2 on the governance ladder. The live x/mint and x/distribution parameters carry authority akash10d07y265gmmuvt4z0w9aw880jnsr700jhe7z0f (the gov module account), and Proposal 322 executed MsgUpdateParams on both modules after a token-holder vote that closed 15 May 2026 (55.46M AKT yes, 0.82M no, 2.25M abstain). Monetary policy and the community pool are changed by binding on-chain votes, with no separate admin key in the path.","source":"Akash LCD cosmos/gov/v1/proposals/322 (messages + final_tally_result) + cosmos/mint/v1beta1/params"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source network stack","source":"Akash public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/akash-network org carries 73 public repositories; the core node repo (akash-network/node) is Apache-2.0, 1,104 stars, not archived, and was last pushed 2026-07-24, three weeks before this check.","source":"GitHub API (akash-network org + akash-network/node), 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"bme_permanent_akt_burn","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Akash publishes no permanent-burn figure; AEP-76 describes the vault as backing, and the roadmap page carries no destruction counter.","source":"AEP-76 specification (mechanism description, no quantity)","self_reported":true},"independent":{"value":"0 AKT permanently burned (x/bme vault_state.total_burned, denom uakt).","source":"Akash LCD x/bme vault (akash-api.polkachu.com/akash/bme/v1/vault)"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"bme_act_redeemed","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No redemption figure is published; AEP-76 describes the redemption path without quantifying it.","source":"AEP-76 specification","self_reported":true},"independent":{"value":"799,299 ACT burned (redeemed) against 968,221 ACT minted since activation, so 82.6% of issued credit has been claimed.","source":"Akash LCD x/bme vault (akash-api.polkachu.com/akash/bme/v1/vault)"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"community_pool_balance","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"The pool balance is not published as a headline claim; Akash points at the on-chain module.","source":"Akash governance documentation (x/distribution community pool)","self_reported":true},"independent":{"value":"4,365,024 AKT in the x/distribution community pool.","source":"Akash LCD cosmos/distribution/v1beta1/community_pool"},"assessed_date":"2026-08-16","severity":"info"}],"facts":[{"metric":"revenue_definition","assessment_level":"onchain-reconciled","kind":"measured","flag":"definitional-gap","positive_control":false,"severity":"medium","detail":"Three figures co-exist and measure DIFFERENT things; do not conflate them. (1) Lease REVENUE (protocol take): Messari ~$3.15M full-year 2025, ~$1.0M annualised Q1-2026 run-rate. (2) Lease FEES on-chain (DeFiLlama): $1.90M trailing-1y / $5.84M all-time (2026-08-17). (3) Akash self-reported '~$5M Q1-2026 compute spend' is a broader GROSS figure across all categories, NOT protocol lease revenue, and must not be annualised as revenue.","assessed_date":"2026-08-17"},{"metric":"bme_akt_permanent_burn","assessment_level":"onchain-reconciled","kind":"measured","flag":"definitional-gap","positive_control":false,"severity":"low","detail":"RESOLVED 2026-07-26 (see bme_akt_burned_figure reconciliation). BME 'burn' has TWO layers: (1) 'removed from circulation' -- AKT moved into the BME vault as ACT backing (circulating supply down, NOT destroyed), and (2) 'permanent burn' -- net AKT destroyed ONLY when AKT appreciates between top-up and settlement (fewer AKT reminted to providers than vaulted). Confirmed by Messari's own 'pulled out of circulation / shrinking circulating supply' wording AND the AEP-76 spec (\"'Burn' moves AKT into a BME vault module account; circulating supply goes down\"). On-chain: permanent burn (total_burned uakt) = 0; the AKT Messari counts sits in the vault (balances 562,506 + remint_credits 262,506, 2026-07-26). Messari's '53,520 AKT burned (31 Mar 2026)' is the layer-1 circulating-supply figure, NOT total-supply destruction. Editorial must not imply permanent destruction.","assessed_date":"2026-07-26"}]}},"antseed":{"title":"AntSeed","token":"ANTS","category":"inference","freedomScore":6.6,"returnsScore":3.2,"freedomGrade":"C","returnsGrade":"F","url":"https://ownyourmind.ai/projects/antseed/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-16","emission_honesty":null,"reconciliations":[{"metric":"max_supply_hard_cap","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"1,040,000,000 ANTS hard cap; disinflationary epoch emission; ~40.6M minted at the June-2026 anchor (~3.9%)","source":"AntSeed lightpaper + 12 May 2026 protocol update, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"MAX_SUPPLY = 1_040_000_000e18 is a public constant on the Etherscan/BaseScan-verified ANTSToken contract and is enforced in mint() (reverts MaxSupplyExceeded if totalSupply + amount would exceed it). Live totalSupply 63,313,866 ANTS (~6.09% of cap on 2026-08-12, up from the 40.6M June anchor as emission continues). No pre-mine: the constructor mints nothing (it only sets transfersEnabled=false). mint() is callable ONLY by registry.emissions() (reverts NotEmissionsContract otherwise), so issuance is programmatic, not owner-discretionary. Caveat: the owner (EOA 0xf733...f8bb) can repoint the minter via setRegistry, so the emissions authority is owner-configurable even though the 1.04B ceiling is not.","source":"BaseScan getsourcecode + live eth_call (MAX_SUPPLY, totalSupply, registry) on the Base ANTSToken 0xa87EE81b2C0Bc659307ca2D9ffdC38514DD85263, read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"fair_launch_no_premine","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"AntSeed publishes a 1.04B hard cap with 'No minting beyond emissions. No admin mint function.' Its emission split is 'Seller / Provider Pool 50% - Buyer 20% - Protocol reserve 15% - Contributors / team 15%', and the Foundation separately holds a 15% Ecosystem Reserve that 'vests in epochs, on the same schedule as the rest of the supply'.","source":"AntSeed token page, reputation docs and Foundation announcement, read 2026-08-13","self_reported":true},"independent":{"value":"Confirmed at the contract + holder level: the ANTSToken constructor allocates nothing (no deployer/treasury pre-mint), so all 63.3M outstanding was emission-minted. Holder read (146 holders): top-10 raw 67.72% but ex-infra 33.43% with a 0% insider share — no Safe/deployer/team wallet appears in the top holders; every large non-infra holder traces to `mint` (direct emission receipt). The single largest holder is 0xA065...B261 'AntseedSellerRewardsPool' at 29.58% (infra, the transparent seller-emission reserve, matching the disclosed 50% Provider Pool), not a private allocation.","source":"BaseScan verified source (empty constructor) + Blockscout top-holders with funding-trace, on the Base ANTSToken, 2026-08-12"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"token_transfer_control","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Transfers disabled at the contract level (Phase 1); the review treats this as a tradability matter, orthogonal to its 12/15 network-layer censorship score","source":"AntSeed lightpaper + review censorship_resistance evidence (transfer restriction noted as 'a separate concern')","self_reported":true},"independent":{"value":"Verified live: transfersEnabled() returns false on 2026-08-12, so ANTS is currently non-transferable for all non-whitelisted holders (the _update override reverts TransfersNotEnabled for any non-mint, non-whitelisted sender). The owner (0xf733...f8bb) holds three relevant powers: enableTransfers() (flips transfers on GLOBALLY, but ONE-WAY — reverts if already enabled, so it cannot re-freeze), setTransferWhitelist(account,bool) (grant a specific address the right to transfer during the lock, e.g. LP seeding), and setRegistry() (set the minter authority). So today the owner fully gates who can move ANTS and when the global switch opens.","source":"BaseScan getsourcecode (enableTransfers / setTransferWhitelist / _update) + live eth_call transfersEnabled() on the Base ANTSToken, 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"core_open_source","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"GPL-3.0 codebase, primary repo at v0.1.86 (14 May 2026), TypeScript-dominant; contract verified on BaseScan","source":"AntSeed GitHub (antseed org) + review","self_reported":true},"independent":{"value":"antseed org: 9 public repos. The primary `antseed` repo is GPL-3.0, 52 stars, last push 2026-08-12 (actively developed); `antseed-verifier` (GPL-3.0, pushed 2026-08-04) is the validation framework being built in the open, and `openclaw-antseed-stateless-plugin` is GPL-3.0. The token contract is verified on BaseScan ('Exact Match'). Some peripheral repos (pi-antseed, antseed-pay) carry no license file.","source":"GitHub API (antseed org repo metadata) + BaseScan verification flag, 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"emission_progress","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"AntSeed publishes the schedule and the cap but no running minted-to-date figure.","source":"AntSeed lightpaper + 12 May 2026 protocol update","self_reported":true},"independent":{"value":"71,579,684 ANTS minted, 6.88% of the 1.04 billion cap. The Blockscout series has it rising from 59,225,766 on 2026-08-02, so roughly a fifth of the tokens in existence were minted inside a fortnight.","source":"Base Blockscout token endpoint for ANTSToken 0xa87EE81b2C0Bc659307ca2D9ffdC38514DD85263"},"assessed_date":"2026-08-16","severity":"info"}],"facts":[]}},"allora":{"title":"Allora Network","token":"ALLO","category":"other","freedomScore":5.2,"returnsScore":4.7,"freedomGrade":"D","returnsGrade":"D","url":"https://ownyourmind.ai/projects/allora/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-16","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"786.5M total supply (ICO Drops); 1B 'max' (official blog)","source":"ICO Drops (aggregator); Allora official blog (project)","self_reported":false},"independent":{"value":"787.19M ALLO current total supply (787,185,652)","source":"Allora L1 on-chain bank module (uallo denom, 18 decimals), Cosmos LCD /cosmos/bank/v1beta1/supply/by_denom?denom=uallo via public node (Polkachu); now wired as a standing data_sources manifest entry (meta.data_sources / meta.primary_data.total_supply, auto-refreshed + drift-guarded)"},"assessed_date":"2026-06-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Allora public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/allora-network org carries 15 public repositories; the core chain allora-network/allora-chain is Apache-2.0, 140 stars, not archived, pushed on the assessment date. The Cosmos-SDK L1 and its modules are public under a permissive licence.","source":"GitHub API (allora-network org + allora-chain repo), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"validator_set_and_staking_ratio","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Cosmos SDK L1 secured by staked validators","source":"Allora docs / OYM editorial (allora.mdx)","self_reported":true},"independent":{"value":"17 bonded validators, essentially unchanged from the 16 our record notes at mainnet launch. Voting power within that set is unusually even for a small set: the largest holds 6.7% of bonded stake, six validators reach a third and eight reach half. The number that stands out is not concentration but participation: 10,548,195 ALLO is bonded against a total supply of 787,883,668 ALLO, so roughly 1.34% of the token supply secures the chain, with a further 381,179 ALLO unbonding.","source":"Allora Cosmos LCD (allora-api.polkachu.com): /cosmos/staking/v1beta1/validators (BOND_STATUS_BONDED), /cosmos/staking/v1beta1/pool, /cosmos/bank/v1beta1/supply, 2026-08-16"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"audit_status","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"Chain code audit by Halborn, report to follow","source":"Allora blog, 18 July 2024","self_reported":true},"independent":{"value":"The engagement is published; a completed report is not. Allora's own post (18 July 2024) describes the audit as ongoing and scheduled to complete before mainnet launch, and links no report. No audit report appears in the 15-repository allora-network GitHub org, and a targeted search surfaced the announcement but no published findings. This is recorded as unverified rather than as an absence: a report may exist somewhere not searched, and the ORA case earlier the same day showed exactly that failure mode, where an audit sat in the project's own GitHub org while our record said none existed.","source":"Allora blog post (2024-07-18) + GitHub API listing of the allora-network org + targeted web search, 2026-08-16"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"onchain_governance_activity","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Allora documents token-holder governance over upgrades, emissions and grants.","source":"Allora documentation","self_reported":true},"independent":{"value":"17 proposals in the x/gov module through 13 August 2026: twelve passed, one rejected, the remainder failed to reach a vote. Executed changes include max_validators, feemarket gas settings, an IBC light-client recovery, enabling emissions, and six chain upgrades to v0.17.0. Proposal 13 (v0.15.1) was rejected outright before the same upgrade passed as proposal 14.","source":"Allora LCD cosmos/gov/v1/proposals (allora-api.polkachu.com)"},"assessed_date":"2026-08-16","severity":"medium"}],"facts":[{"metric":"inference_volume","assessment_level":"onchain-reconciled","kind":"measured","flag":"definitional-gap","positive_control":false,"severity":"medium","detail":"Mainnet-only inference volume is not publicly separated from testnet figures.","assessed_date":"2026-06-08"}]}},"auki":{"title":"Auki Review","token":"AUKI","category":"other","freedomScore":4.9,"returnsScore":3.6,"freedomGrade":"D","returnsGrade":"F","url":"https://ownyourmind.ai/projects/auki/","integrity":{"assessment_level":"api","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"arr","assessment_level":"api","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"Self-reported 7-figure Cactus deal (Dec 2025) and a $10-20M ARR-by-summer target (Feb 2026)","source":"Auki (self-reported retail-pilot narrative)","self_reported":true},"independent":{"value":"~$146.8K trailing-1y / $246.6K all-time on-chain revenue (AUKI burned-for-credits, DeFiLlama dailyRevenue, August 2026 read, down from $166.4K in June), against ~$371K annualised incentive emissions measured in June, so net on-chain earnings are about -$224K.","source":"DeFiLlama open-source on-chain adapter (auki)"},"assessed_date":"2026-08-17","severity":"high"},{"metric":"supply_cap_enforcement","assessment_level":"api","verdict":"established","claim_holds_up":false,"reported":{"value":"Initial mint 10,000,000,000 AUKI, deflating toward a 5,000,000,000 floor as services are consumed (whitepaper tokenomics summary, read 2026-08-13). CoinGecko carries the 10B as max_supply.","source":"Auki (posemesh) whitepaper, tokenomics summary; CoinGecko max_supply","self_reported":true},"independent":{"value":"The current supply matches (on-chain total 9,989,714,427 AUKI against the 10B initial mint, with ~0.1% burned, consistent with deflation having just begun), BUT nothing about the schedule is enforced by immutable code. AukiToken (Base 0xf956...5df4) is a UUPS UPGRADEABLE proxy (impl 0x408b...dfcf) whose logic can be replaced, and the current implementation exposes an uncapped mint(to, amount) gated to MINTER_ROLE behind a 4-of-6 Safe. Neither the 10B ceiling nor the 5B floor is a code constraint.","source":"eth_call totalSupply()/owner() + EIP-1967 impl-slot read + hasRole(DEFAULT_ADMIN/MINTER/PAUSER/UPGRADER, Safe) on 0xf9569cfb8fd265e91aa478d86ae8c78b8af55df4 (Base) + BaseScan-verified AukiToken implementation source + Safe getThreshold()/getOwners(), read 2026-08-12"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"holder_concentration","assessment_level":"api","verdict":"established","claim_holds_up":false,"reported":{"value":"Genesis allocation by category only (30.49% insider weight: 15.58% team, 6% accelerator, 4.60% seed, 4.38% early bird); no holder-concentration figure published","source":"Auki (posemesh) whitepaper, tokenomics summary","self_reported":true},"independent":{"value":"The top 10 AUKI addresses hold 83.80% of the 9,989,714,427 on-chain supply, and all eight unlabelled EOAs among them trace by largest inbound transfer to the token deployer. 79.74% sits in those EOAs, 3.01% in the labelled MerkleVester contract and 1.06% at MEXC. No DEX or CEX appears anywhere in the acquisition path of the top nine.","source":"Blockscout top-holder list on Base 0xf9569cfb…5df4 + alchemy_getAssetTransfers largest-inbound trace + Blockscout creator_address_hash for the deployer + eth_call totalSupply(), read 2026-08-15"},"assessed_date":"2026-08-15","severity":"info"},{"metric":"token_admin_surface","assessment_level":"api","verdict":"established","claim_holds_up":false,"reported":{"value":"No public claim; recorded as an on-chain custody anchor for the token layer, orthogonal to the network/agent-layer censorship_resistance score","source":"OYM WS3 coldstart evidence run (pausable + UUPSProxy flags)","self_reported":false},"independent":{"value":"The AukiToken is the deepest admin surface in the campaign so far: (1) it is a UUPS UPGRADEABLE proxy, so the 4-of-6 Safe (UPGRADER_ROLE) can replace the entire token logic, including adding a blacklist or fee; (2) it is PAUSABLE - _beforeTokenTransfer AND _approve both carry whenNotPaused, so a pause (PAUSER_ROLE) freezes all transfers and approvals; (3) it has an uncapped mint (MINTER_ROLE); (4) DEFAULT_ADMIN_ROLE (the same 4-of-6 Safe) can grant MINTER/PAUSER to any address. Live state: paused()=false, and the current implementation has NO per-address blacklist and NO fee/transfer tax. So today the token transfers freely, but the 4-of-6 Safe holds pause (grantable), mint (grantable) and full-logic upgrade powers.","source":"BaseScan-verified AukiToken implementation (UUPS _authorizeUpgrade onlyRole(UPGRADER_ROLE); pause/_approve whenNotPaused; no blacklist/fee) + eth_call paused() + role reads + Safe config, read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"api","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Auki public positioning","self_reported":true},"independent":{"value":"Confirmed for the protocol stack. The github.com/aukilabs org carries 53 public repositories, MIT-licensed and actively developed: posemesh (MIT, 47 stars, pushed 2026-08-11), reconstruction-server (MIT, pushed 2026-08-12), auki-sdk (MIT), hagall (the posemesh network server, MIT). Caveat: the AUKI token contract itself declares no SPDX licence ('None' on BaseScan), so the on-chain token is not itself licensed even though the surrounding protocol code is MIT.","source":"GitHub API (aukilabs org + repo listing) + BaseScan contract licence header, 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"}],"facts":[{"metric":"onchain_vs_offchain_revenue","assessment_level":"api","kind":"measured","flag":"definitional-gap","positive_control":false,"severity":"medium","detail":"On-chain DeFiLlama figure measures only AUKI burned-for-credits and excludes off-chain fiat/USDC paid for Cactus pilots, where the growth narrative sits. The two are not the same revenue base.","assessed_date":"2026-06-11"}]}},"autonolas":{"title":"Olas","token":"OLAS","category":"agent","freedomScore":6.2,"returnsScore":3.5,"freedomGrade":"C","returnsGrade":"F","url":"https://ownyourmind.ai/projects/autonolas/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"1B OLAS 10-year emission cap; bonded emissions, supply grows over time (frontmatter maxSupply)","source":"Olas / OYM editorial (autonolas.mdx)","self_reported":true},"independent":{"value":"Cap confirmed and enforced in code. The OLAS contract exposes tenYearSupplyCap() = 1,000,000,000 OLAS, totalSupply() = 528,786,477.77 and inflationRemainder() = 471,213,522.23, which sum exactly to the cap. Minting runs through a dedicated minter contract (0xa0da...0f82) and is bounded by an on-chain inflation schedule (inflationControl, maxMintCapFraction = 2), not by policy.","source":"Ethereum RPC eth_call on the OLAS ERC-20 0x0001a500a6b18995b03f44bb040a5ffc28e45cb0 (tenYearSupplyCap, totalSupply, inflationRemainder, maxMintCapFraction, minter), 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"registered_agents","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"More than 600 daily active agents, 14.5M total transactions, 35% of Safe transactions on Gnosis Chain (Olas-reported activity figures)","source":"Olas / OYM editorial (autonolas.mdx)","self_reported":true},"independent":{"value":"On-chain Olas registries (as of 2026-06-25): 115 registered agent blueprints, 328 registered components (Ethereum L1), and ~4,624 cumulative registered services across Ethereum/Gnosis/Base/Polygon/Optimism","source":"Olas Agent/Component/Service Registry ERC-721 contracts via public Blockscout (eth/gnosis/base/polygon/optimism)"},"assessed_date":"2026-06-25","severity":"info"},{"metric":"governance_authority","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"veOLAS-based DAO governance; on-chain proposals for critical decisions via GovernorOLAS and Timelock contracts","source":"Olas governance documentation","self_reported":true},"independent":{"value":"The Timelock is real and the Governor is not in the path. The OLAS token's owner() is the Timelock (0x3C1f...95fE, verified source, named Timelock), which is the good part. But the Timelock's only current PROPOSER and EXECUTOR is a 5-of-9 Gnosis Safe (0x04c0...2570); both GovernorOLAS deployments (0x8e84...b401 and the earlier 0x34c8...3dd5) hold no roles at all, having been granted and later revoked. getMinDelay() returns 0, so anything the Safe proposes can execute immediately. The Timelock is its own admin and the deployer has renounced, so no EOA sits in the path.","source":"Ethereum RPC: owner() on the OLAS token; full RoleGranted log history on the Timelock plus hasRole() checks for PROPOSER/EXECUTOR/CANCELLER/ADMIN on every grantee; getMinDelay(); getThreshold()/getOwners() on the holding Safe; Etherscan contract names, 2026-08-13"},"assessed_date":"2026-08-13","severity":"high"},{"metric":"holder_concentration","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No holder-concentration figure published","source":"Olas documentation","self_reported":true},"independent":{"value":"14,153 holders. The top 10 hold 75.39% raw and 55.67% excluding labelled infrastructure, with the two largest positions being protocol contracts: the governance Timelock at 14.14% and the buOLAS team-lock contract at 10.42%.","source":"Blockscout labelled top-holder read (coldstart holders source), 2026-08-13"},"assessed_date":"2026-08-13","severity":"medium"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Core repositories open source under Apache-2.0 or MIT, contracts verified on Etherscan","source":"Olas public positioning and our own review","self_reported":true},"independent":{"value":"Confirmed at the contract layer: the OLAS token, the Timelock and both GovernorOLAS deployments all return verified source on Etherscan, which is what let us enumerate the governance roles above.","source":"Etherscan getsourcecode on the OLAS token, Timelock, GovernorOLAS and the proposer Safe, 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"registered_services","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Olas publishes ecosystem counts in marketing but no single canonical registry total.","source":"Olas (no single published figure)","self_reported":true},"independent":{"value":"4,994 services registered cumulatively, summed across the ServiceRegistry NFT totalSupply on Ethereum L1 and the L2 registries.","source":"ServiceRegistry ERC-721 totalSupply reads across the Olas registry contracts"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"registered_components","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No component-registry total is published as a headline figure.","source":"Olas (none published)","self_reported":true},"independent":{"value":"328 components registered on the Ethereum L1 Component Registry NFT.","source":"AUTONOLAS-COMPONENT-V1 ERC-721 totalSupply on Ethereum L1"},"assessed_date":"2026-08-16","severity":"info"}],"facts":[]}},"bittensor":{"title":"Bittensor","token":"TAO","category":"platform","freedomScore":5.6,"returnsScore":6.3,"freedomGrade":"C","returnsGrade":"C","url":"https://ownyourmind.ai/projects/bittensor/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-18","emission_honesty":{"classification":"inflationary","reason":"Network runs on TAO emission: ~3,600 TAO/day (~$360M/yr at ~$275) split 41/41/18 to miners/validators/owners. Network-wide demand-side revenue is $3-15M/yr (unverifiable, self-reported/estimates). Even the most generous revenue estimate is under 5% of the on-chain emission budget, so participant rewards are overwhelmingly inflation-funded, not revenue-funded."},"reconciliations":[{"metric":"permissionless_subnets","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"128+ subnets, permissionless participation, 8,000+ GPU nodes","source":"Bittensor docs","self_reported":true},"independent":{"value":"129 registered subnets on-chain (get_all_metagraphs_info, Subtensor finney); subnet creation and miner/validator registration are permissionless (gated only by a TAO burn). QUALIFIED 2026-08-13 by Bittensor's own subnet guide: registration is open and price-gated (cost doubles per registration, decaying to a 1,000 TAO floor), but emission is not. \"That is root's switch, subnet_emission_enabled\" - and \"New subnets register with it off, and owners cannot set it.\" So anyone may create a subnet; whether it earns anything is a root decision.","source":"Subtensor finney mainnet via the bittensor SDK; computed output src/data/bittensor-subnets.json"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"governance_control","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"decentralised governance","source":"Bittensor positioning","self_reported":true},"independent":{"value":"Bicameral by design but centrally gated: a 3-member Triumvirate (OTF employees) proposes ALL changes (proposal monopoly); a 12-seat Senate of top validators votes 50%+1. OTF controls PoA block production and demonstrated a centralised override (SN28: OTF used root stake to crash a subnet ~98%). Protocol changes ship through OTF-merged runtime upgrades (e.g. PR #2781, verified live). NEW 2026-08-13, and it is Bittensor's own documentation: the validating guide states \"The legacy on-chain senate-vote extrinsic - and the collective and membership pallets behind it - have been removed from the runtime, so top root members no longer form a voting senate\" and \"Privileged operations (runtime upgrades, protocol changes) are dispatched through sudo, held by a multisig of Rao Foundation keys.\" The project documents sudo-multisig control of runtime upgrades in plain language, which settles the question the charter's decentralisation language leaves open.","source":"Bittensor governance docs + on-chain runtime-upgrade history (spec_version) + the SN28 intervention (on-chain, widely reported)"},"assessed_date":"2026-08-13","severity":"medium"},{"metric":"fair_launch","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"100% mined; no ICO/pre-mine/VC","source":"Bittensor tokenomics","self_reported":true},"independent":{"value":"Issuance is 100% mining-based from genesis (Jan 2021); no sale/pre-mine tranche exists. The fairest launch model in DeAI.","source":"documented allocation + on-chain emission model"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"ownership_concentration","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"distributed ownership (implied by the fair launch)","source":"Bittensor (implied)","self_reported":true},"independent":{"value":"Extreme concentration: top 1% of wallets control ~90% of stake (Gini ~0.98). Per-subnet alpha capture is severe in places: Templar (SN3) 95.6% one coldkey, Targon (SN4) 88.3%, plus an owner-self-capture cluster (6 subnets with owner holding 51-77% of their own alpha).","source":"Academic stake-distribution analysis + our on-chain per-subnet stake index (block 8362435, 2026-06-08); see the concentration metric_flags"},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"permissionless_registration","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"permissionless registration; no content policy","source":"Bittensor docs","self_reported":true},"independent":{"value":"Registration is permissionless on-chain (gated only by a TAO burn); no protocol content filter. Caveat: OTF demonstrated a root-level override (SN28), so entry is open but the root can intervene.","source":"Subtensor on-chain registration path + the SN28 intervention"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"local_execution_self_custody","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"local models + independent validators + self-custodial coldkey/hotkey","source":"Bittensor docs","self_reported":true},"independent":{"value":"The coldkey/hotkey wallet model is self-custodial on-chain; miners run models locally on their own hardware. Genuine data sovereignty relative to hosted competitors.","source":"Bittensor wallet architecture (on-chain accounts) + network design"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"open_source","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"MIT, 64 public repos, active","source":"Bittensor GitHub (opentensor)","self_reported":true},"independent":{"value":"Core code is open (MIT); the Subtensor runtime is public - we read the PR #2781 Rust diff directly this cycle. Caveat: no formal security audit of the core chain.","source":"GitHub opentensor org + direct source read of subtensor, 2026-08-03"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"token_utility","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"staking + registration burn + governance + dTAO","source":"Bittensor docs","self_reported":true},"independent":{"value":"Staking, registration-burn, and the dTAO subnet-token mechanism are all on-chain and load-bearing for participation.","source":"Subtensor on-chain mechanics + verified emission/dTAO logic"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"value_accrual","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"stake to participate; dTAO market allocation; no direct fee distribution","source":"Bittensor (its own description)","self_reported":true},"independent":{"value":"Accrual is stake/emission-based via dTAO market pricing; there is no protocol fee distribution or fee-burn to holders. Measured, honestly disclosed.","source":"On-chain emission + dTAO mechanism (PR #2781 verified)"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"hard_cap_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"21M max; ~51% circulating; supply-milestone halving","source":"Bittensor tokenomics","self_reported":true},"independent":{"value":"CoinGecko max_supply = total_supply = 21,000,000; circulating ~9.6-10.7M depending on staking treatment. Bitcoin-modelled emission with supply-milestone halving (first halving ~Dec 2025).","source":"CoinGecko + Bittensor emission model, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"emission_subsidised_economics","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"productive subnets funded by demand","source":"Bittensor / subnet teams","self_reported":true},"independent":{"value":"Emission budget 3,559 TAO/day (1.30M TAO/yr), derived from the on-chain TotalIssuance delta. Independently measured demand revenue is $1.12-5.61M/yr, the annualised band from OpenRouter's own token series for Chutes (SN64) priced at Chutes' listed rates, which is 0.45-2.25% of the budget. Adding every dated self-report for a subnet with no measured leg gives a generous ceiling of $16.0M/yr, 6.4%. Participant rewards are overwhelmingly inflation-funded on every basis, but NOT by 'under 5%': that figure fails once the ceiling is itemised and the budget priced correctly.","source":"Emission budget derived on-chain (Subtensor finney TotalIssuance delta); demand revenue from OpenRouter's published per-model token series for the Chutes provider, priced at Chutes' own listed OpenRouter rates; computed output src/data/bittensor-subnet-revenue.json"},"assessed_date":"2026-08-18","severity":"high"},{"metric":"liquidity_depth","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Binance, Coinbase, Kraken; deepest DeAI liquidity","source":"Bittensor market summary","self_reported":true},"independent":{"value":"73 tickers; ~$120.5M 24h volume against a ~$2.0B market cap (~6% turnover), with Binance/Coinbase/KuCoin as top venues - materially deeper than the other DeAI flagships. ~72% below ATH.","source":"CoinGecko (tickers + market_data), 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_largest_network","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"internet-scale network of competing AI subnets","source":"Bittensor","self_reported":true},"independent":{"value":"129 subnets on-chain, ~$2.0B market cap, deepest DeAI liquidity - a real, large, live network by every measurable structural signal.","source":"Subtensor on-chain subnet set + CoinGecko, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_decentralisation","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"decentralised, community-run network","source":"Bittensor","self_reported":true},"independent":{"value":"Proposal power is monopolised by a 3-member OTF Triumvirate; block production is authority-based (OTF); OTF demonstrated a root override (SN28); stake is Gini ~0.98. dTAO added genuine market allocation, but root control remains centralised.","source":"Governance structure + on-chain runtime-upgrade authority + SN28 + stake distribution, 2026-08-09"},"assessed_date":"2026-08-09","severity":"high"},{"metric":"thesis_demand_funded","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"productive subnets earning real revenue","source":"Bittensor / subnet teams","self_reported":true},"independent":{"value":"The network mints 3,559 TAO/day (1.30M TAO/yr) to pay participants, derived on-chain. Demand revenue anyone but the subnet can settle is $1.12-5.61M/yr, all of it one subnet's OpenRouter traffic. Even summing every self-report on top, $16.0M/yr against a $249M/yr budget: emissions fund the overwhelming majority of participant rewards.","source":"Emission budget derived on-chain (Subtensor finney TotalIssuance delta); demand revenue from OpenRouter's published per-model token series for the Chutes provider, priced at Chutes' own listed OpenRouter rates; computed output src/data/bittensor-subnet-revenue.json"},"assessed_date":"2026-08-18","severity":"high"},{"metric":"thesis_fair_hard_capped","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"21M hard cap, 100% mined, no VC/pre-mine","source":"Bittensor","self_reported":true},"independent":{"value":"21M hard cap (CoinGecko max = total); 100% mining issuance, no sale/pre-mine tranche.","source":"CoinGecko + emission model + allocation, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"emission_allocation_mechanism","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Subnet emission allocation reverted to a price-based model (share ~ root_proportion x moving_price x (1 - miner_burned)), superseding the Nov-2025 'Tao Flow' net-flow model. Subtensor PR #2781, merged 2026-06-22.","source":"github.com/opentensor/subtensor PR #2781 'Price-based emissions with miner-burn scaling', merged 2026-06-22 (a code merge is not proof of live deployment)","self_reported":false},"independent":{"value":"Code diff (pallets/subtensor/src/coinbase/subnet_emissions.rs) confirms get_shares() switched from get_shares_flow() (net-flow / Tao Flow) to get_shares_price_ema() weighted by root_proportion * (1 - miner_burned) and renormalized, i.e. effective emission proportional to root_proportion_i * moving_price_i * (1 - miner_burned_i); the prior price-EMA path was un-deprecated. Live on finney mainnet: runtime specVersion 440 at block 8760464 (2026-08-03) contains the PR #2781 merge commit 6016381e (ancestor of the v440 release tag, ahead_by=0 = contained and not reverted; first shipped in spec 422 / v3.4.7-422 on 2026-06-23). On-chain emission share resolvable as price-weighted (moving_price) across 128 subnets; top-10 = 39.70% (corroborating, consistent with the price-based path).","source":"GitHub PR #2781 code diff (subnet_emissions.rs, read directly); Subtensor finney mainnet via the bittensor SDK (get_all_metagraphs_info + runtime spec_version), block 8760464; GitHub compare API commit-ancestry check (v440 vs 6016381e)."},"assessed_date":"2026-08-03","severity":"info"},{"metric":"network_emission_concentration","assessment_level":"onchain-reconciled","verdict":"outdated","claim_holds_up":false,"reported":{"value":"top-10 subnets ~56% of emissions; Chutes ~14.4% (the 'few subnets dominate' narrative)","source":"Pine Analytics, 22 Mar 2026 (accurate as of that date)","self_reported":false},"independent":{"value":"Top-10 subnets take 40.05% of emissions on the chain read. That is up from 33.2% when this verdict was authored, so the gap to the 56% narrative has roughly halved without closing.","source":"Subtensor mainnet, price-weighted emission share, block 8362435 (2026-06-08)"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"demand_side_revenue","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"DL News, 15 October 2025, reporting subnet-team figures: Targon Compute \"will make $10.4 million annually\" and Chutes AI is \"on track to bring in $2.4 million in revenue over the coming year\".","source":"Subnet teams (Targon, Chutes), self-reported to DL News, 15 October 2025. Not a Bittensor Foundation claim.","self_reported":true},"independent":{"value":null,"source":"none: Pine Analytics' $1.3-2.4M range is itself self-reported (Chutes to DL News) plus an unaudited March-2026 estimate, 'neither independently audited' (Pine's words). Pine is an analyst, not an independent auditor."},"assessed_date":"2026-08-13","severity":"high"},{"metric":"lium_sn51_buyback_burn","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"2,500 TAO buyback-and-burn into SN51 (Lium), stated to be funded entirely by revenue from GPU credit purchases","source":"Lium (@lium_io, verified) X post 23 June 2026; relayed in Opentensor's weekly ecosystem highlights (22-28 June 2026)","self_reported":true},"independent":{"value":null,"source":"Traced the OTF relay to the primary Lium post; confirmed SN51 = lium.io on taostats and that lium.io is a live, priced GPU-rental marketplace (a real paying-revenue product). Lium published no burn tx hash, and without their treasury coldkey the specific 2,500 TAO buyback-burn extrinsic could not be isolated on taostats. The revenue-origin claim (GPU-credit sales) is off-chain and cannot be verified on-chain by nature."},"assessed_date":"2026-07-06","severity":"low"},{"metric":"chain_tvl","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No chain-TVL figure is published by the project.","source":"Bittensor (none published)","self_reported":false},"independent":{"value":"$42,824,796 total value locked across Bittensor chains.","source":"DeFiLlama /v2/chains"},"assessed_date":"2026-08-16","severity":"info"}],"facts":[{"metric":"stake_concentration_sn3_templar","assessment_level":"onchain-reconciled","kind":"measured","flag":"concentration","positive_control":false,"severity":"high","detail":"Templar (SN3) alpha stake is 95.6% held by a single coldkey (top-5 = 100%), with only 2 validators. Incontestable on-chain fact, block 8362435.","assessed_date":"2026-06-08"},{"metric":"stake_concentration_sn4_targon","assessment_level":"onchain-reconciled","kind":"measured","flag":"concentration","positive_control":false,"severity":"high","detail":"Targon (SN4) 88.3% held by one non-owner coldkey; 6 validators. On-chain, block 8362435.","assessed_date":"2026-06-08"},{"metric":"owner_self_capture_cluster","assessment_level":"onchain-reconciled","kind":"measured","flag":"concentration","positive_control":false,"severity":"medium","detail":"Six of 15 subnets have the owner coldkey holding the plurality/majority of their own subnet's alpha stake: Metanova 76.8%, TAOHash 75.3%, Affine 67.3%, Hippius 61.9%, Synth 61.4%, Nineteen 51.6%. Owner self-stake means these owners earn validator dividends in addition to the 18% owner take. The dividend accrual is mechanical and follows from holding stake regardless of intent. High owner self-stake is consistent with both extractive self-capture and genuine owner bonding to their own subnet; the chain settles the stake share, not the motive.","assessed_date":"2026-06-08"},{"metric":"distributed_subnets_positive_control","assessment_level":"onchain-reconciled","kind":"measured","flag":"concentration","positive_control":true,"severity":"info","detail":"Positive controls, recorded with equal weight to the capture findings: Ridges (SN62) 29.1% and Score/SIRE (SN44) 29.2% top-1 coldkey, near-zero owner self-stake - the most distributed validator bases in scope. Not every subnet is captured.","assessed_date":"2026-06-08"},{"metric":"subnet_output","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"Whether a subnet produces genuinely useful off-chain AI work cannot be verified on-chain; the chain records emission, stake and weights, not service quality. Emission capture is settleable; 'real work' is not.","assessed_date":"2026-06-08"}]}},"cookie-dao":{"title":"Cookie DAO","token":"COOKIE","category":"data","freedomScore":2.2,"returnsScore":5,"freedomGrade":"F","returnsGrade":"D","url":"https://ownyourmind.ai/projects/cookie-dao/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"max_supply_fixed","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"1,000,000,000 COOKIE fixed supply, deflationary burns","source":"Cookie DAO tokenomics + CoinGecko max_supply, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"The token is a plain LayerZero OFT (contract 'Cookie' is Ownable + OFT) that mints its initial supply ONCE to the delegate in the constructor; there is no owner or public mint function, and cross-chain moves are supply-neutral (burn-on-send / mint-on-receive). Live totalSupply summed across all deployed legs on 2026-08-17: BNB 737,002,714 + Base 262,997,286 + Ethereum 0 = 1,000,000,000 COOKIE exactly, matching the 1B claim. No dilution path exists.","source":"eth_call totalSupply() on the same-address OFT (0xc0041ef357b183448b235a8ea73ce4e4ec8c265f) across BNB / Base / Ethereum + BaseScan-verified contract source, read 2026-08-12"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"token_transfer_permissionlessness","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"COOKIE token on-chain is censorship-resistant; the product (cookie.fun web app) is not (review censorship_resistance evidence, 4/15)","source":"Review censorship_resistance evidence","self_reported":false},"independent":{"value":"Confirmed at the token layer: the Cookie OFT is a standard Ownable + LayerZero OFT ERC-20 with NO pause, NO blacklist, and NO fee-on-transfer / tax on token transfers (the 100+ 'fee' references in the flattened source are LayerZero MessagingFee plumbing, not a transfer tax). Local transfers cannot be frozen or censored. The owner (delegate) powers are LayerZero-config only, most notably setPeer (which remote chains/contracts are trusted for bridging) and the LZ delegate role, so the owner controls the BRIDGE topology but not local transferability.","source":"BaseScan-verified 'Cookie' OFT source (0xc0041ef357b183448b235a8ea73ce4e4ec8c265f), read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Zero public GitHub repositories; entire codebase proprietary (review open_source_transparency, 4/15)","source":"Review open_source_transparency evidence","self_reported":false},"independent":{"value":"Confirmed proprietary: the project's GitHub handles carry no product code — github.com/cookie3 has 0 public repos, github.com/cookiedotfun has 0, and the only 'cookiedao' org repos are an unrelated, stale 2022 Stacks DEX (CookieSwap / CookieSwap-FE), not the cookie.fun agent-index product. The verified token contract itself declares 'SPDX-License-Identifier: UNLICENSED'. So the codebase behind the data product cannot be audited, forked, or independently verified.","source":"GitHub API (cookie3 / cookiedotfun / cookiedao org enumeration) + BaseScan contract SPDX header, 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"}],"facts":[{"metric":"technical_claims","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"Zero open-source code; cannot audit, fork, or independently verify any technology claims.","assessed_date":"2026-06-08"},{"metric":"circulating_supply","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"low","detail":"Circulating supply differs across data sources.","assessed_date":"2026-06-08"}]}},"elizaos":{"title":"ElizaOS","token":"ELIZAOS","category":"agent","freedomScore":5.2,"returnsScore":2.7,"freedomGrade":"D","returnsGrade":"F","url":"https://ownyourmind.ai/projects/elizaos/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"9,377,383,307 ELIZAOS total (11B max)","source":"OYM research / CoinGecko","self_reported":false},"independent":{"value":"9,447,968,294 ELIZAOS on-chain total","source":"Solana getTokenSupply on the canonical ELIZAOS SPL mint DuMbhu7...uELiZA (wired onchain-rpc anchor)"},"assessed_date":"2026-06-13","severity":"info"},{"metric":"supply_mint_mechanics","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"~9.38B total, 11B max (continuous emission)","source":"elizaOS tokenomics + CoinGecko, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"Read on the CANONICAL post-rebrand mint DuMbhu7mvQvqQHGcnikDgb4XegXJRyhUBfdU22uELiZA (9 decimals): getTokenSupply = 9,458,494,670.58 ELIZAOS, consistent with the recorded ~9.38-9.45B (continuous emission drift) toward the 11B max. mintAuthority is SET to D4MYCaoyT5XZFBke16JwaNJa6TWDeCTuZMYErukMGerU, an account owned by the SPL Token program, i.e. an SPL MULTISIG - so ELIZAOS is actively minted toward 11B under multisig control, not a fixed supply. THRESHOLD READ 2026-08-13: that multisig is numRequiredSigners=1 of numValidSigners=2, so a SINGLE one of the two signers can mint; 'multisig' overstates the protection, which is one signature, with a spare key rather than a second approver. IMPORTANT: CoinGecko's 'ai16z' id still resolves to the RETIRED legacy HeLp6NuQ... mint (~1.1B); grading must use the DuMb canonical mint.","source":"Solana getTokenSupply + getAccountInfo (mintAuthority + owner program) on the canonical ELIZAOS mint DuMb..., read 2026-08-12"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"token_admin_surface","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No public claim; recorded as an on-chain custody anchor, orthogonal to the network-layer censorship_resistance score","source":"OYM WS3 coldstart Solana source (freeze-authority read)","self_reported":false},"independent":{"value":"The canonical ELIZAOS SPL mint (DuMb...) has freezeAuthority = NULL, so token accounts cannot be frozen - no token-layer freeze/censor lever. (The mint authority is a live SPL multisig, so the centralisation is on the dilution axis, captured in supply_dynamics, not transfer-freezing.)","source":"Solana getAccountInfo (freezeAuthority) on the canonical ELIZAOS mint, read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"elizaOS public positioning","self_reported":true},"independent":{"value":"Confirmed, emphatically. The github.com/elizaOS org's flagship repo `eliza` is MIT with 19,020 stars and was pushed on the assessment date - one of the most-starred open-source AI-agent frameworks on GitHub. Other org repos (army MIT, knowledge) are active. The framework is fully public under a permissive licence.","source":"GitHub API (elizaOS org + eliza repo), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"}],"facts":[{"metric":"framework_usage","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"ElizaOS is a development framework, not an on-chain protocol; daily/monthly active usage is not tracked publicly and the 50,000+ agents claim is not independently verifiable.","assessed_date":"2026-06-08"},{"metric":"treasury_value","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"low","detail":"DAO treasury current value is not independently verifiable; estimates range $10M-$25M across sources of varying reliability.","assessed_date":"2026-06-08"}]}},"fetch-asi":{"title":"Fetch.ai / ASI Alliance","token":"FET","category":"agent","freedomScore":5,"returnsScore":5.5,"freedomGrade":"D","returnsGrade":"C","url":"https://ownyourmind.ai/projects/fetch-asi/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"2,714,384,547 FET/ASI total/max","source":"OYM research / CoinGecko","self_reported":false},"independent":{"value":"2,714,384,547 FET/ASI on-chain total","source":"Ethereum ERC-20 0xaea4...ad85 total_supply via Blockscout (wired data_sources anchor)"},"assessed_date":"2026-06-13","severity":"info"},{"metric":"supply_cap_enforcement","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"2,714,384,547 FET/ASI max supply = total supply (no dilution), per CoinGecko max_supply and the ASI merger conversion","source":"CoinGecko max_supply + ASI Alliance tokenomics, transcribed to tokenomics.supply","self_reported":false},"independent":{"value":"The current supply is real and matches (on-chain total 2,714,384,546.672 = the recorded figure exactly), BUT the cap is NOT contract-enforced. FetchToken (0xaea4...ad85) is a non-proxy OpenZeppelin ERC20PresetMinterPauser: it exposes an UNCAPPED mint(to, amount) gated only to MINTER_ROLE, with no maximum-supply check anywhere in the code. The MINTER_ROLE, PAUSER_ROLE and DEFAULT_ADMIN_ROLE are all held by a single address (0x8400ac235ed4f139a3e05670a9a3c724e448129b), which is a Gnosis Safe with a 3-of-5 threshold (getThreshold()=3, 5 owners); none of the roles have been renounced. So the ~2.714B figure is a matter of multisig POLICY, not code: the 3-of-5 Safe can mint arbitrary additional FET at any time. The token is also ERC20Burnable (holder-initiated burns).","source":"eth_call on 0xaea46a60368a7bd060eec7df8cba43b7ef41ad85: totalSupply(), getRoleMemberCount/getRoleMember for DEFAULT_ADMIN/MINTER/PAUSER roles, plus getThreshold()/getOwners() on the admin Safe; Etherscan-verified source (FetchToken, non-proxy, Apache-2.0), all read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"token_admin_surface","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No public claim; recorded as an on-chain custody anchor for the token-layer, orthogonal to the review's network/agent-layer censorship_resistance score","source":"OYM WS3 coldstart evidence run (admin_functions flag)","self_reported":false},"independent":{"value":"The FetchToken ERC-20 is PAUSABLE: the PAUSER_ROLE holder can call pause(), and _beforeTokenTransfer inherits ERC20Pausable's whenNotPaused guard, so a pause freezes ALL token transfers globally (currently paused()=false, i.e. not paused). PAUSER_ROLE is held by the same 3-of-5 Gnosis Safe (0x8400ac...) that holds MINTER_ROLE and DEFAULT_ADMIN_ROLE. There is NO per-address blacklist and NO fee/transfer tax (plain OZ ERC20PresetMinterPauser; the lone 'fee' mention in the source is an OZ doc comment). So the token-layer levers are: global pause (freeze everyone) + uncapped mint + role management, all behind the 3-of-5 multisig; there is no selective per-account censorship path.","source":"Etherscan-verified FetchToken source (ERC20Pausable inheritance, no blacklist mapping, no transfer-fee override) + eth_call paused() and the role/Safe reads, 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source, actively developed core stack","source":"ASI Alliance / Fetch.ai + SingularityNET public positioning","self_reported":true},"independent":{"value":"Confirmed. The flagship agent framework fetchai/uAgents is Apache-2.0, 1,636 stars, not archived, pushed 2026-08-11 (one day before assessment) — actively developed. The chain node fetchai/fetchd (Cosmos-SDK based) is public and active (pushed 2026-05-27). On the SingularityNET side of the merger, singnet/snet-cli is Apache-2.0 and active (pushed 2026-07-24). The verified token contract itself is Apache-2.0. So the core agent framework, chain node and marketplace tooling are all public under permissive licences.","source":"GitHub API (fetchai/uAgents, fetchai/fetchd, singnet/snet-cli) + Etherscan contract licence header, 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"}],"facts":[]}},"flux":{"title":"Flux","token":"FLUX","category":"compute","freedomScore":7.6,"returnsScore":5.7,"freedomGrade":"B","returnsGrade":"C","url":"https://ownyourmind.ai/projects/flux/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-16","emission_honesty":null,"reconciliations":[{"metric":"circulating_supply","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No figure previously recorded in this dataset","source":"OYM research (none stored)","self_reported":false},"independent":{"value":"~426.2M FLUX mined (circulating) of the ~440M cap","source":"Flux block explorer supply statistics endpoint (explorer.runonflux.io, wired data_sources anchor)"},"assessed_date":"2026-06-13","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Flux public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/RunOnFlux org carries 180 public repositories; the core `flux` node repo is AGPL-3.0, 249 stars, not archived, pushed on the assessment date. The daemon, FluxOS and infrastructure tooling are public under a strong copyleft licence.","source":"GitHub API (RunOnFlux org + flux repo), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"node_count_and_providers","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"Over 10,000 nodes; more than 560 independent infrastructure providers","source":"Flux documentation, What Are FluxNodes","self_reported":true},"independent":{"value":"The node count is overstated by roughly 39%, and Flux's own two surfaces disagree with each other. The deterministic node list returned by the Flux daemon carries 6,093 nodes (CUMULUS 2,810, STRATUS 1,709, NIMBUS 1,574), and getzelnodecount returns the same 6,093 total. The runonflux.com homepage counter, read at the same time, shows 6,623. The documentation's 'over 10,000' matches neither. The providers half of the claim is a different story and is not contradicted: the 6,093 nodes resolve to 880 distinct payment addresses, which is an upper bound on independent operators (one operator may split across addresses), so 'more than 560' sits comfortably inside what the data allows.","source":"Flux daemon API (api.runonflux.io/daemon/viewdeterministiczelnodelist + /daemon/getzelnodecount) and the runonflux.com homepage counter, both read 2026-08-16"},"assessed_date":"2026-08-16","severity":"high"},{"metric":"node_operator_and_hosting_concentration","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Global spread eliminates single points of failure","source":"Flux documentation / OYM editorial (flux.mdx)","self_reported":true},"independent":{"value":"No single point of failure, but meaningfully more concentrated than 'thousands of user-operated nodes' suggests, on all three axes measured. Operators: the largest single payment address runs 423 nodes (6.9% of the network), the top 10 run 28.0%, and 50 addresses run 52.2%, so half the network sits behind fifty payout identities while 397 addresses run exactly one node each. Hosting: the 6,093 nodes sit in 571 distinct /16 IP blocks, but the top 10 blocks hold 31.5% of them. RIPE RDAP registers the two largest commercial blocks to Hetzner Online GmbH (65.108.0.0 and 65.109.0.0, 654 nodes between them) and the single largest block to Stofa AS, a Danish ISP (62.107.0.0, 416 nodes). Block production is the healthiest axis: 232 distinct producers over a 2,880-block window, the largest at 14.55%, and 11 producers needed to reach half the blocks.","source":"Flux deterministic node list (api.runonflux.io) grouped by payment_address and /16; RIPE NCC RDAP for the network registrations; explorer.runonflux.io /api/statistics/total for block production, 2026-08-16"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"fluxcloud_deployed_apps","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Decentralised cloud with applications deployed across independent nodes","source":"Flux public positioning","self_reported":true},"independent":{"value":"The marketplace carries far more than our record credits. The global application registry holds 1,074 specifications, of which 1,018 are unexpired at the current block height (2,865,303), requesting 6,354 instances across 556 distinct application owners. The largest single owner accounts for 244 specifications, so the tail is real but the head is concentrated.","source":"Flux app registry (api.runonflux.io/apps/globalappsspecifications) filtered against /daemon/getblockcount, 2026-08-16"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"takedown_surface","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Permissionless node operation across 67 countries, presented as making the network unshuttable.","source":"Flux positioning","self_reported":true},"independent":{"value":"No single point of failure, but meaningfully more concentrated than 'thousands of user-operated nodes' suggests, on all three axes measured. Operators: the largest single payment address runs 423 nodes (6.9% of the network), the top 10 run 28.0%, and 50 addresses run 52.2%, so half the network sits behind fifty payout identities while 397 addresses run exactly one node each. Hosting: the 6,093 nodes sit in 571 distinct /16 IP blocks, but the top 10 blocks hold 31.5% of them. RIPE RDAP registers the two largest commercial blocks to Hetzner Online GmbH (65.108.0.0 and 65.109.0.0, 654 nodes between them) and the single largest block to Stofa AS, a Danish ISP (62.107.0.0, 416 nodes). Block production is the healthiest axis: 232 distinct producers over a 2,880-block window, the largest at 14.55%, and 11 producers needed to reach half the blocks.","source":"Flux deterministic node list (api.runonflux.io) grouped by payment_address and /16; RIPE NCC RDAP for the network registrations; explorer.runonflux.io /api/statistics/total for block production, 2026-08-16"},"assessed_date":"2026-08-16","severity":"low"}],"facts":[]}},"flock":{"title":"FLock.io","token":"FLOCK","category":"compute","freedomScore":5.5,"returnsScore":5.8,"freedomGrade":"C","returnsGrade":"C","url":"https://ownyourmind.ai/projects/flock/","integrity":{"assessment_level":"api","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"protocol_revenue","assessment_level":"api","verdict":"established","claim_holds_up":false,"reported":{"value":"No self-reported protocol-revenue figure (our usage_metrics.revenue_annual_usd is null)","source":"Own Your Mind research JSON (no project revenue claim recorded)","self_reported":false},"independent":{"value":"$825.8K trailing-1y / $1.17M all-time protocol revenue (August 2026 read, down from $1.12M trailing-1y in June). The trailing year is now under a third of the all-time total, so the pace has fallen a long way from the launch period.","source":"DeFiLlama open-source on-chain adapter (flock.io)"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"holder_concentration","assessment_level":"api","verdict":"match","claim_holds_up":true,"reported":{"value":"66.7% community / 33.3% team+investors; team 1y cliff + 2y vest (Token Distribution 10/15)","source":"FLOCK tokenomics + OYM editorial (flock.mdx)","self_reported":true},"independent":{"value":"Base FLOCK top-10 holders = 72.9% raw; infra-excluded (a TransparentUpgradeableProxy ~16.9% likely vesting/staking, plus Bybit/Gate/MEXC ~10%) it is ~44% of supply = D1 'moderate', broadly consistent with the claimed 33% team + community whales. No labelled insider (Safe/vesting) contract sits in the top-10.","source":"Blockscout token holders (base.blockscout.com) via the coldstart holder-source, 2026-08-10"},"assessed_date":"2026-08-10","severity":"info"},{"metric":"supply_cap_enforcement","assessment_level":"api","verdict":"match","claim_holds_up":true,"reported":{"value":"1,000,000,000 FLOCK cap","source":"FLock docs, Tokenomics / Supply page","self_reported":true},"independent":{"value":"Enforced in the deployed code, which is better than most cap claims in this corpus. The implementation behind the proxy (0x22754dad1b54ce707997afce9a78a3413045f784, FlockTokenUpgradeable, verified on BaseScan) gates minting on require(currentMinted + _amount <= maxTotalSupply), and the live contract reads maxTotalSupply() = 1,000,000,000 FLOCK exactly, with currentMinted() = 438,259,822 FLOCK, so 43.8% of the cap has been issued. A per-account dailyMintLimit of 10 FLOCK is also set. The caveat is that none of this is immutable: the token is a transparent proxy, so both the cap value and the mint logic can be replaced (see the governance verdict on the same project). The cap is real in code and revocable by two signatures.","source":"Base RPC eth_call on 0x5ab3d4c385b400f3abb49e80de2faf6a88a7b691 (maxTotalSupply, currentMinted, dailyMintLimit) + BaseScan verified source for 0x22754dad1b54ce707997afce9a78a3413045f784, 2026-08-16"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"token_blacklist_and_mutability","assessment_level":"api","verdict":"inflated","claim_holds_up":false,"reported":{"value":"Immutable Base contracts, no privileged balance control","source":"OYM editorial (flock.mdx freedom evidence: 'Base L2 contracts are immutable'). FLock publishes no corresponding claim; this verdict corrects our own record.","self_reported":false},"independent":{"value":"Both halves are wrong for the token contract. FLOCK carries an admin-gated blacklist: the verified implementation declares mapping(address => bool) private _blacklist with events Blacklisted and Unblacklisted, exposes addBatchToBlacklist(address[]) and removeBatchFromBlacklist(address[]) both onlyAdmin, and overrides transfer to check it, so an admin can stop a holder moving their tokens. And the contract is not immutable: it is a transparent proxy whose EIP-1967 admin slot points at ProxyAdmin 0xb6523d5d33d29a7e6573330310e3f0e6157e9f06, owned by 0x6052279aa6BF2E145eDafC7042A9BD6b4A80d31f, a Safe v1.4.1 with a threshold of 2 of 3 and no timelock. Two signatures replace the token logic instantly.","source":"Base RPC EIP-1967 slot reads on 0x5ab3d4c385b400f3abb49e80de2faf6a88a7b691, ProxyAdmin owner() and Safe getThreshold()/getOwners()/VERSION(); BaseScan verified source for 0x22754dad1b54ce707997afce9a78a3413045f784, 2026-08-16"},"assessed_date":"2026-08-16","severity":"high"},{"metric":"token_upgrade_authority","assessment_level":"api","verdict":"inflated","claim_holds_up":false,"reported":{"value":"DAO governance","source":"FLock docs / OYM editorial (flock.mdx)","self_reported":true},"independent":{"value":"Stage G0 on the contract that matters most to holders. The FLOCK token's upgrade path runs through ProxyAdmin 0xb6523d5d33d29a7e6573330310e3f0e6157e9f06 to a single Safe v1.4.1, 0x6052279aa6BF2E145eDafC7042A9BD6b4A80d31f, threshold 2 of 3, with no timelock and no on-chain governance contract in the path. Two of three signers can replace the token implementation, the supply cap and the blacklist logic with no delay and no on-chain notice. Signer identities are not published.","source":"Base RPC: EIP-1967 admin slot on 0x5ab3d4c385b400f3abb49e80de2faf6a88a7b691 -> ProxyAdmin 0xb6523d5d33d29a7e6573330310e3f0e6157e9f06 -> owner() 0x6052279aa6BF2E145eDafC7042A9BD6b4A80d31f, classified via getThreshold()/getOwners()/VERSION(), 2026-08-16"},"assessed_date":"2026-08-16","severity":"high"}],"facts":[{"metric":"revenue_denomination","assessment_level":"api","kind":"measured","flag":"definitional-gap","positive_control":false,"severity":"medium","detail":"FLock reports protocol fees in TOKENS: 11.9M FLOCK over the 10 months to 31 October 2025 (2025 Earnings Report). Our editorial carried that as \"$2.7M protocol revenue\" across fourteen surfaces including the meta description and the tldr. That dollar figure is the token total converted at roughly $0.227, the FLOCK price around the reporting date. FLOCK trades near $0.030 on the 2026-08-15 refresher read, so the same 11.9M tokens are worth about $355,000 now, and the headline was a frozen price conversion presented as a revenue fact. Separately, DeFiLlama converts the same on-chain flows at daily prices and reports $1.17M all-time, which is a third measure again. Carry the token figure; it is what the project reported and it does not move with price. Corrected 2026-08-17.","assessed_date":"2026-08-17"}]}},"gensyn":{"title":"Gensyn","token":"AI","category":"compute","freedomScore":5.2,"returnsScore":3.4,"freedomGrade":"D","returnsGrade":"F","url":"https://ownyourmind.ai/projects/gensyn/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"10B total / ~1.31B circulating (multichain)","source":"CoinGecko aggregate (total 10B, circ 1,304,675,313)","self_reported":false},"independent":{"value":"436,493,177 AI on the Ethereum leg (component, not the total; it was 465,482,862 when this anchor was first read on 2026-06-13, so the bridged leg has shrunk as supply moved back to the canonical L2)","source":"Ethereum ERC-20 0x4d70...d48 (name 'Gensyn', ticker AI) total_supply via Blockscout (wired data_sources anchor as ethereum_bridged_supply)"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"canonical_supply_fixed","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"10,000,000,000 AI total/max supply","source":"Gensyn tokenomics + CoinGecko total/max, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"Confirmed on the CANONICAL Gensyn L2 leg (now readable via the mapped gensyn chain, chainid 685689). The GensynToken implementation (behind ERC1967 proxy 0x4e74...bad0, impl GensynToken 0xA18f...Ef16, MIT) mints INITIAL_SUPPLY = 10,000,000,000e18 ONCE in its initializer and exposes NO mint function (mint() reverts on-chain; only the init _mint exists). It is ERC20Burnable, so supply can only DECREASE: live L2 totalSupply = 9,999,888,174 AI (~0.001% burned from the 10B init). The Ethereum leg (~436.5M, a LayerZero OFT held by the GensynTokenOFTAdapter) is a bridged component of this canonical 10B, not additional supply. CAVEAT: the token is a UUPS proxy, so the fixed supply is not immutable at the code level - the DEFAULT_ADMIN_ROLE can upgrade the implementation (e.g. add a mint); that admin is an OpenZeppelin TimelockController (0xb041...a9e9), so any such change is delay-gated, not instantaneous.","source":"eth_call totalSupply() + mint()/paused() (both revert) on the Gensyn L2 (chainid 685689) via https://gensyn-mainnet.g.alchemy.com/public + Blockscout-verified GensynToken implementation source (gensyn-mainnet.explorer.alchemy.com), read 2026-08-12"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"token_admin_surface","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No public claim; recorded as an on-chain custody anchor for the token layer, orthogonal to the network/compute-layer censorship_resistance score","source":"OYM WS3 coldstart evidence run (canonical leg, --chain gensyn)","self_reported":false},"independent":{"value":"The GensynToken transfer layer is PERMISSIONLESS: there is NO pause (paused() reverts), NO per-address blacklist, and NO fee/transfer tax in the implementation (plain ERC20 + Burnable + Votes + Permit). It is an ERC20Votes governance token. The ONLY admin lever is UUPS upgradeability: _authorizeUpgrade is gated to DEFAULT_ADMIN_ROLE, which live is held (un-renounced, no RoleRevoked) by an OpenZeppelin TimelockController (0xb041762ee4efca8f9e33e5f67ec0bcdc4cb1a9e9), i.e. upgrades are subject to a mandatory timelock delay rather than an instant multisig/EOA action. So the token cannot be frozen or censored today, and the one path to changing that (a logic upgrade) is delay-gated.","source":"eth_call paused()/mint() (both revert) + RoleGranted/RoleRevoked(DEFAULT_ADMIN_ROLE) logs via Gensyn Blockscout + eth_getCode on the admin (a verified TimelockController) + Blockscout-verified GensynToken source, read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Gensyn public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/gensyn-ai org carries 37 public repositories, MIT-licensed and actively developed (gensyn-delphi-skills MIT 15 stars pushed 2026-08-03, gensyn-delphi-sdk MIT, ree 24 stars). The on-chain GensynToken implementation is itself MIT (SPDX header on the Blockscout-verified source). So both the protocol stack and the token contract are permissively licensed and public.","source":"GitHub API (gensyn-ai org + repo listing) + Blockscout-verified contract SPDX header, 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"delphi_buyback_burn","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"~2% trading fee, 70% of protocol cut burned, 29% to community treasury","source":"Gensyn documentation, restated in our review since April 2026","self_reported":true},"independent":{"value":"CONFIRMED at the contract and running. BuybackVault burnBps = 7000 (70%) and executorRewardBps = 100 (1%), unpaused. 14 executeBuyback rounds between 2026-05-01 and 2026-08-11 converted $4,024.76 of USDC fees and burned 111,825.57 $AI, 0.0011% of the cap. The trading fee is NOT a flat 2%: the gateway bounds it per market at 0.5% to 5%.","source":"Gensyn L2 chainId 685689: BuybackVault 0x2cbe...0243, DynamicParimutuelGateway 0x4e4e...dE40, $AI 0x4e74...51A2"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"delphi_stake_asset","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"Delphi market stakes listed as a live $AI utility","source":"Our own review, from Gensyn's utility framing","self_reported":true},"independent":{"value":"Delphi stakes and settles in BRIDGED USDC (0x5b32...ddF5). TOKEN() returns that same address on both the DynamicParimutuelGateway and DelphiFactory, and the gateway's TOKEN_DECIMAL_SCALER of 1e12 is consistent with a 6-decimal settlement asset. $AI's only live role in Delphi is as the buyback target.","source":"eth_call TOKEN() on Gensyn L2 gateway and factory, 2026-08-17"},"assessed_date":"2026-08-17","severity":"medium"}],"facts":[{"metric":"revenue","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"low","detail":"Compute revenue is zero and the training-network mainnet has not shipped; on-chain burn data is not yet live (only the Delphi prediction market is active). Pre-revenue.","assessed_date":"2026-06-08"}]}},"giza":{"title":"Giza Review","token":"GIZA","category":"agent","freedomScore":4.2,"returnsScore":3.4,"freedomGrade":"D","returnsGrade":"F","url":"https://ownyourmind.ai/projects/giza/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"aua","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"~$19.48M AUA (homepage) / Giza World dashboard","source":"gizatech.xyz homepage + Giza World app (data manifest dated 2026-03-23)","self_reported":true},"independent":{"value":"Unverifiable. DeFiLlama on-chain ~$14K residual (mostly HyperEVM; Base only ~$219)","source":"DeFiLlama giza adapter (api.llama.fi/protocol/giza) + adapter source review"},"assessed_date":"2026-06-25","severity":"high"},{"metric":"giza_staked","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"(no self-reported figure)","source":"n/a","self_reported":false},"independent":{"value":"46,298,698 GIZA staked in the Staker contract (Base)","source":"Base RPC eth_call balanceOf(Staker 0xE576...) on the GIZA token 0x590830... (wired giza_staked data_source, auto-refresh)"},"assessed_date":"2026-06-25","severity":"info"},{"metric":"token_control","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"\"Rather than pursuing the illusion of direct democracy... Giza implements a council-based system with delegation\"; \"In Phase 1, a Security Council maintains executive authority, while the community provides input through off-chain Snapshot votes\" (governance docs, read 2026-08-13).","source":"Giza Protocol governance documentation","self_reported":true},"independent":{"value":"Their disclosure is accurate, and the chain shows what it implies. The GIZA token contract (GizaMainChain, 0x5908...7774) is Ownable by a 2-of-4 Gnosis Safe (0xa87d...6ae0; getThreshold 2, getOwners 4) which holds an uncapped mint(uint256) with no timelock, and no on-chain governance contract sits in the path. That is Stage G0 control, and it is what a Security Council with executive authority looks like in code.","source":"Ethereum RPC eth_call: owner() on the GIZA token, getThreshold()/getOwners() on the owning Safe; Etherscan verified-source ABI (mint, Ownable), 2026-08-13"},"assessed_date":"2026-08-13","severity":"high"},{"metric":"supply_cap_enforcement","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"1,000,000,000 GIZA max supply","source":"Project-supplied max supply as carried by CoinGecko","self_reported":true},"independent":{"value":"The number is right today and nothing enforces it. totalSupply() returns exactly 1,000,000,000 GIZA, matching the claim. But the verified contract exposes mint(uint256) to its owner with no cap parameter, and that owner is a 2-of-4 Safe, so the supply is bounded by multisig restraint rather than by code.","source":"Ethereum RPC totalSupply() + Etherscan verified source (0x5908...7774), 2026-08-13"},"assessed_date":"2026-08-13","severity":"medium"},{"metric":"holder_concentration","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No holder-concentration figure published","source":"Giza website","self_reported":true},"independent":{"value":"The raw top-10 number is alarming and the real one is not. Top-10 holders control 97.72% of supply, but 88.53% of that is a single LayerZero OFT adapter (the bridge lock holding supply that circulates on other chains) and the labelled infrastructure share is 88.89%. Excluding infrastructure, the top 10 hold 8.92% across 2,186 holders, with the largest non-infra holder being the team Safe at 8.49%.","source":"Blockscout labelled top-holder read (coldstart holders source) + Ethereum RPC, 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Public GitHub organisation","source":"Giza public positioning","self_reported":true},"independent":{"value":"Public but stalled. The github.com/gizatechxyz org carries 32 public repositories and none has been pushed since 23 March 2026: giza-hub last moved that day, LuminAIR (the proving library, 57 stars) in September 2025, giza-token in September 2025. The token contract source is verified on Etherscan.","source":"GitHub API (gizatechxyz org, repos sorted by push date) + Etherscan source verification, 2026-08-13"},"assessed_date":"2026-08-13","severity":"medium"},{"metric":"protocol_revenue","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Giza publishes the fee-split mechanism but no protocol-revenue figure; the headline numbers it does publish are assets under agency, judged separately in the aua row.","source":"Giza tokenomics report + listing materials","self_reported":true},"independent":{"value":"$127,490 all-time on-chain protocol revenue, of which $83,666 in the trailing year and $2,285 in the trailing 30 days. The trailing 24-hour and 7-day readings are both zero.","source":"DeFiLlama open-source on-chain dimension adapter (giza)"},"assessed_date":"2026-08-16","severity":"medium"}],"facts":[{"metric":"agentic_volume","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"high","detail":"UPDATED 2026-06-25: ARMA and Pulse were retired (announced 26 Feb 2026, migration deadline 26 Mar 2026) and user funds returned; the successor unified agent (Giza World) has no verifiable current AUA. DeFiLlama on-chain TVL has collapsed to ~$14K (mostly residual; the adapter's account-feed endpoints api.arma.xyz/api.gizatech.xyz now 404/301, so even that is an undercount). The homepage ~$19.48M AUA is a static Framer counter and the Giza World app replays a frozen snapshot dated 2026-03-23; both are stale/self-reported. Cumulative 'agentic volume' and agent counts remain off-chain and unverifiable.","assessed_date":"2026-06-25"}]}},"golem":{"title":"Golem Network","token":"GLM","category":"compute","freedomScore":6.9,"returnsScore":4.6,"freedomGrade":"C","returnsGrade":"D","url":"https://ownyourmind.ai/projects/golem/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"1B GNT+GLM economic cap (no single figure previously recorded)","source":"Golem (1B GNT->GLM migration design)","self_reported":true},"independent":{"value":"Confirmed and enforced by the migration invariant. On 2026-08-13 totalSupply() reads 796,565,516.94 GLM and the legacy GNT contract reads 203,434,483.06, which sum to exactly 1,000,000,000.00. GLM has risen ~195,712 since our June 2026 anchor and GNT has fallen by the same amount, so every new GLM is a migrated GNT rather than new issuance.","source":"Ethereum RPC totalSupply() on GLM 0x7dd9...6429 and legacy GNT 0xa744...aC0d (Alchemy), 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"treasury","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Size and runway not publicly disclosed (prior page framing)","source":"Golem (Foundation; not disclosed)","self_reported":true},"independent":{"value":"VERIFIED on-chain: ~11,295 ETH + 50,001,000 GLM in Foundation wallets (token-denominated; ~$25.8M on a 2026-08-17 read). Plus 100,000 ETH staked via Octant (~$189M on the same read) = 3,125 solo validators (Nimbus, public top-20 pool, Foundation Dec-2023 announcement) — beacon-chain-countable, strongly corroborated, exact validator set not yet pinned by us. Total ~$215M against a ~$88M GLM market cap, about 2.4x, on 2026-08-17","source":"Ethereum RPC eth_getBalance on two Foundation wallets (0x7da82c..., 0x70a0a7be...) + GLM balanceOf (0x7dd9...6429) for the liquid; Octant/Diva announcement (golem.foundation, Dec 2023) for the 3,125 validators; DeFiLlama treasury adapter (100k); rewards wallet 0xba1951... accruing ~174 ETH + ~146 WETH (June 2026)"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"holder_concentration","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No holder-concentration figure published","source":"Golem documentation","self_reported":true},"independent":{"value":"21,315 GLM holders. The top 10 hold 57.7% raw, but 23.83% of supply sits in labelled infrastructure (the largest single holder, at 19.85%, is Octant's RegenStaker contract). Excluding infrastructure the top 10 hold 37.83%, with an identified insider share of 16.59%.","source":"Blockscout labelled top-holder read (coldstart holders source), 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source stack, with the docs pointing to golemfactory/yagna as the node repository","source":"Golem documentation","self_reported":true},"independent":{"value":"Open source confirmed, with one broken link. The github.com/golemfactory org carries 274 public repositories and core components were pushed within days of this check: ya-service-bus and ya-relay (GPL-3.0) on 2026-08-10, ya-installer on 2026-08-01, golem-stats-backend on 2026-08-12. The GLM contract source is verified on Etherscan under GNU GPLv3. However github.com/golemfactory/yagna, the node repository Golem's own documentation links to, returns 404, and no rename redirect resolves it.","source":"GitHub API (golemfactory org + repo search) + HTTP status check on the documented repository URL + Etherscan source verification, 2026-08-13"},"assessed_date":"2026-08-13","severity":"low"}],"facts":[{"metric":"network_activity","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"stats.golem.network rendered empty; active provider count, task count and utilisation are not independently verifiable.","assessed_date":"2026-06-08"}]}},"grass":{"title":"Grass","token":"GRASS","category":"data","freedomScore":3.7,"returnsScore":5.5,"freedomGrade":"F","returnsGrade":"C","url":"https://ownyourmind.ai/projects/grass/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"active_nodes","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"8.5M monthly active users/nodes, 1M concurrent connections, 3 PB/day, ~20 enterprise customers (all Grass-reported; grass.io still headlines \"over 8.5M users\" as of 2026-06-25)","source":"Grass (grass.io marketing + docs)","self_reported":true},"independent":{"value":"No independent figure exists. The only on-chain-measurable population is airdrop claimers (~2.8M wallets, Airdrop One, 28 Oct 2024), a different and smaller population than the user base.","source":"Absent by construction (see meta.data_sources active_nodes: source_type \"absent\")"},"assessed_date":"2026-06-25","severity":"high"},{"metric":"supply_cap_enforcement","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"1,000,000,000 GRASS max/total supply","source":"Grass tokenomics + CoinGecko max/total, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"The current supply matches (getTokenSupply on the GRASS SPL mint Grass7B4RdKfBCjTKgSqnXkqjwiGvQyFbuSCUJr3XXjs, 9 decimals = 999,993,124.25 ~ the 1B total/max), BUT the cap is NOT enforced: mintAuthority is SET to 31rYartQwHeBMjAe2MgGpffGV57fQY3kug4BDN8tLGqQ. CORRECTED 2026-08-14: that account is a SQUADS MULTISIG VAULT, not a single keypair. It is System-Program-owned with no data, which is what the original read saw, but it is OFF-CURVE (no private key can exist for it) and Solscan labels it 'Grass Multisig' with a #Squad Vault tag. So the cap is still NOT token-enforced and additional GRASS can still be minted beyond 1B, but doing so requires the multisig's threshold rather than one signature.","source":"Solana getTokenSupply + getAccountInfo (mintAuthority) on the GRASS SPL mint + getAccountInfo on the authority (owner = System Program), read 2026-08-12"},"assessed_date":"2026-08-14","severity":"info"},{"metric":"token_admin_surface","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No public claim; recorded as an on-chain custody anchor, orthogonal to the network-layer censorship_resistance score","source":"OYM WS3 coldstart Solana source (freeze-authority read)","self_reported":false},"independent":{"value":"The GRASS SPL mint has freezeAuthority = NULL, so token accounts cannot be frozen (no token-layer freeze lever). Note the counterpoint on the supply side: the mint authority is live (a Squads multisig, corrected 2026-08-14), so the centralisation risk here is dilution, not transfer-freezing.","source":"Solana getAccountInfo (freezeAuthority) on the GRASS SPL mint, read 2026-08-12"},"assessed_date":"2026-08-14","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Open-source claim to test","source":"OYM review open_source_transparency evidence","self_reported":false},"independent":{"value":"Confirmed CLOSED. The project's GitHub org github.com/Wynd-Network has 0 public repositories, and there is no separate public org (github.com/getgrass 404s). The Grass node runs as a proprietary browser extension / desktop client with no published source, so the network client cannot be audited or independently verified.","source":"GitHub API (Wynd-Network org = 0 public repos; getgrass = 404), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"}],"facts":[{"metric":"network_scale_claims","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"high","detail":"Own-surface interrogation (2026-06-09): Grass publishes NO public operational surface. www.grass.io states only 'over 8.5M users'; the app (app.grass.io) is login-gated; no network-stats/explorer page exists - the opposite of io.net's public explorer and Aethir's public dashboard. The claims are uncheckable by construction: node count, bandwidth and reputation are all measured by Grass's validator, which the docs state is currently 'a singular, centralised entity'. The only on-chain footprint is batched ZK session-proof checkpoints submitted by that one validator (data-provenance proofs, opaque to node/bandwidth/user counts). So '8.5M users / 1M concurrent / 3 PB-day' remain self-attested, off-chain, and uncheckable even via the chain.","assessed_date":"2026-06-09"},{"metric":"technical_claims","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"high","detail":"Entirely closed-source: zero public repositories on the Wynd-Network GitHub. ZK-proof, traffic-separation, node and validator code claims cannot be independently verified.","assessed_date":"2026-06-08"}]}},"heurist":{"title":"Heurist","token":"HEU","category":"compute","freedomScore":3.8,"returnsScore":2.5,"freedomGrade":"F","returnsGrade":"F","url":"https://ownyourmind.ai/projects/heurist/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-13","emission_honesty":null,"reconciliations":[{"metric":"max_supply_hard_cap","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"1,000,000,000 HEU fixed max/total; capped, no future minting","source":"Heurist tokenomics (docs.heurist.ai) + TGE blog, transcribed to our tokenomics.supply","self_reported":true},"independent":{"value":"MAXIMUM_SUPPLY = 1_000_000_000e18 hard-coded in the verified HEU contract and enforced in mint() (reverts HEU__CanNotExceedMaximumSupply past the cap); on-chain totalSupply already equals 1B, so mint() can never emit another token. Contract is a plain OpenZeppelin ERC-20 + Ownable (not a proxy); owner() = the deployer EOA 0xfb93...cd33f, but its only live powers are mint (dead at cap) and transferOwnership. No pause, blacklist, fee, or upgrade functions exist; renounceOwnership() is overridden to revert (permanent but powerless owner).","source":"Etherscan-verified source + RPC totalSupply on the canonical Ethereum HEU ERC-20 (0xec463D00aa4dA76fb112cD2e4AC1C6BeF02da6ea), read via the coldstart evidence run 2026-08-10"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"core_open_source","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"open-source codebase; miner-release and agent tooling public","source":"Heurist GitHub (heurist-network) + review mdx","self_reported":true},"independent":{"value":"heurist-network org: 35 public repos, actively developed. Active components carry permissive licenses (heurist-mesh-mcp-server, heurist-finance, gpt-search-web, heurist-skills-cli MIT; x402 Apache-2.0); the flagship heurist-agent-framework (820 stars, last push 2026-07-26) carries a custom/unrecognised license. The miner-release GPU-mining client (72 stars) is public and not archived but frozen since 2025-02-26, ~1 month after mining was paused (Jan 2025).","source":"GitHub API via the coldstart evidence run, 2026-08-10"},"assessed_date":"2026-08-10","severity":"info"}],"facts":[{"metric":"inference_requests","assessment_level":"onchain-reconciled","kind":"measured","flag":"stale-cache","positive_control":false,"severity":"medium","detail":"The TGE figures are frozen: mining has been paused since January 2025, so the self-reported usage is stale and does not reflect current activity.","assessed_date":"2026-06-08"}]}},"intelligent-internet":{"title":"Intelligent Internet","token":"FC","category":"platform","freedomScore":4.2,"returnsScore":null,"freedomGrade":"D","returnsGrade":null,"url":"https://ownyourmind.ai/projects/intelligent-internet/","integrity":{"assessment_level":"editorial","last_assessed":"2026-06-25","emission_honesty":null,"reconciliations":[{"metric":"token_supply","assessment_level":"editorial","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"II token: 21M cap, Bitcoin-style fair-launch emission schedule; circulating 0 / total 0 (pre-emission)","source":"Intelligent Internet / OYM editorial (intelligent-internet.mdx)","self_reported":true},"independent":{"value":"No live tradeable supply on any production chain; CoinGecko returns no coin for the II token (confirmed 2026-06-25). A Solana address exists but carries no circulating supply.","source":"CoinGecko /search (empty coins array) + settlement-chain status"},"assessed_date":"2026-06-25","severity":"medium"}],"facts":[]}},"io-net":{"title":"io.net","token":"IO","category":"compute","freedomScore":3.9,"returnsScore":5.4,"freedomGrade":"F","returnsGrade":"D","url":"https://ownyourmind.ai/projects/io-net/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"active_gpus","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"io.net publishes TWO GPU counts an order of magnitude apart, simultaneously (both read 2026-08-13). The homepage says 'instant access to 30,000+ GPUs' and its FAQ structured data says 'over 30,000 GPUs and 80,000 CPUs distributed across 130+ countries'. The io.net/cloud page carries BOTH '30,000+ GPUs' and, in its Network Size structured data, '320,000+ GPUs, 80,000+ CPUs'. The older 327,000-registered-GPU headline is gone from the homepage but its order of magnitude survives on /cloud. Their own explorer inventory reads 2,447 devices total, 1,199 active on the same day.","source":"io.net homepage and io.net/cloud (page copy plus embedded FAQ/Organization structured data), read 2026-08-13; own-surface figures from the io-explorer inventory API","self_reported":true},"independent":{"value":"6,720 daily-average verified active GPUs (Messari, Q1 2025, the most recent independent measurement). io.net's own inventory API contradicts the current headline on the same day we read it: 2,447 devices total and 1,199 active, against 30,000+ marketed. The inventory is listed per GPU class and is dominated by single-card units (709 RTX 4090, 584 H100 80G PCIe spot, 512 H100 80GB HBM3); only 128 of the 2,447 devices are NVLink, SXM or DGX class, so the device count cannot be reconciled to 30,000 GPUs by multi-GPU hosts.","source":"Messari, State of io.net Q1 2025 (verified active-GPU count)"},"assessed_date":"2026-08-13","severity":"high"},{"metric":"circulating_supply","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"168.77M (21.1%), CryptoRank","source":"CryptoRank","self_reported":false},"independent":{"value":"381.48M circulating (47.7% of the 800M max) per CoinGecko, August 2026. The 298.34M figure this row carried was a June read; the aggregators that disagreed then (CryptoRank 168.77M) are further out now, and the review itself quotes no fixed number, binding the live figure into the fact strip instead.","source":"Tokenomist / DropsTab"},"assessed_date":"2026-08-17","severity":"low"},{"metric":"supply_cap_enforcement","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"800,000,000 IO max supply","source":"io.net tokenomics documentation; CoinGecko carries 800,000,000 as max_supply","self_reported":true},"independent":{"value":"Confirmed fixed and enforced at the token layer. getTokenSupply on the IO SPL mint (BZLbGTNCSFfoth2GYDtwr7e4imWzpR5jqcUuGEwr646K, 8 decimals) returns 798,538,520.02 IO, just under the 800M headline and matching the CoinGecko total exactly. getAccountInfo shows mintAuthority = NULL, so no key can issue further IO; the only direction supply can move is down, through the burn side of the IDE reward loop.","source":"Solana JSON-RPC getTokenSupply + getAccountInfo on the IO mint (coldstart solana source), 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"token_admin_surface","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No published claim either way; io.net does not disclose the token's authority state","source":"io.net documentation (silent on mint/freeze authority)","self_reported":false},"independent":{"value":"The IO SPL mint has freezeAuthority = NULL: no authority can freeze an IO token account, so there is no token-layer censorship lever. Combined with the null mint authority the token is immutable at the SPL layer.","source":"Solana JSON-RPC getAccountInfo on the IO mint, 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"holder_concentration","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Allocation split published (community, seed, Series A, ecosystem); no holder-concentration figure published","source":"io.net tokenomics documentation","self_reported":true},"independent":{"value":"The top 10 IO token accounts hold 58.82% of the 798,213,540 total supply, and all 10 owners are now labelled: 30.46% in two Squads multisig vaults Solscan names 'ocean foundation', 13.71% in the project's distribution and vesting apparatus, and 14.64% in exchange custody (2026-08-14).","source":"Solana JSON-RPC getTokenLargestAccounts + getAccountInfo on the IO mint, 2026-08-14; owner labels and Squads vault names per Solscan"},"assessed_date":"2026-08-14","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"'Open Source AI Infrastructure Platform' (site title and hero heading, read 2026-08-13)","source":"io.net homepage","self_reported":true},"independent":{"value":"The platform code is not public. The github.com/ionet-official org carries 9 public repositories, and none of them is the orchestration stack: they are a setup script, a launch BINARIES repo (75 stars, no licence), a docs site, a chatbot, an attestation API and demo apps. Only three carry any licence at all (MIT, MIT, Apache-2.0). A reader who takes the tagline at face value cannot inspect, audit or self-host what io.net actually runs.","source":"GitHub API (ionet-official org + full repo listing), 2026-08-13"},"assessed_date":"2026-08-13","severity":"medium"},{"metric":"total_devices","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"2,711 devices registered and 1,237 active on io.net's own inventory endpoint, so under half the registered fleet is active.","source":"io.net io-explorer inventory API (the project's own surface)","self_reported":true},"independent":{"value":null,"source":"Not checked. Supplier hardware is off-chain, so there is no chain to rebuild it from; the only independent measurement we have of io.net's fleet is Messari's Q1 2025 verified active-GPU count, which is the anchor used by the active_gpus verdict and is now too old to speak to the current registered total."},"assessed_date":"2026-08-16","severity":"low"},{"metric":"ide_burn_total","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"1,817,380 IO burned cumulatively, on io.net's own tokenomics endpoint.","source":"io.net io-explorer tokenomics epochs API (the project's own surface)","self_reported":true},"independent":{"value":null,"source":"Not checked. IO is an SPL token, so a burn that reached the token would show as a reduction in Solana total supply; reconstructing the burn series from Solana history would settle it. We have no such index. Deliberately not wired for auto-evaluation: the only refreshing feed for this figure is io.net's own endpoint, so banding it would compare a reported number against itself and read out as a match."},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"ide_client_io_purchased","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"4,517,032 IO purchased by clients cumulatively, of which 40% has been burned.","source":"io.net io-explorer tokenomics epochs API (the project's own surface)","self_reported":true},"independent":{"value":null,"source":"Not checked. DeFiLlama carries no fees or revenue adapter for io.net, so there is no independent aggregator leg; a Solana index of payments into the deployment-engine accounts would be the check."},"assessed_date":"2026-08-16","severity":"medium"}],"facts":[]}},"iotex":{"title":"IoTeX","token":"IOTX","category":"other","freedomScore":6.4,"returnsScore":5,"freedomGrade":"C","returnsGrade":"D","url":"https://ownyourmind.ai/projects/iotex/","integrity":{"assessment_level":"api","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"gross_fees","assessment_level":"api","verdict":"established","claim_holds_up":false,"reported":{"value":"No self-reported fee/revenue figure (our usage_metrics.revenue_annual_usd is null)","source":"Own Your Mind research JSON (no project revenue claim recorded)","self_reported":false},"independent":{"value":"$91.7K trailing-1y / $704K all-time gross chain fees; chain TVL $1.42M","source":"DeFiLlama open-source on-chain adapter (iotex) + Token Terminal (Pro, Fresh Jun 10 2026, read via authenticated browser 2026-06-12)"},"assessed_date":"2026-06-12","severity":"info"},{"metric":"max_supply_capped","assessment_level":"api","verdict":"match","claim_holds_up":true,"reported":{"value":"10,000,000,000 max supply; ~9.44B circulating (94.4%); capped","source":"IoTeX tokenomics (iotex.io/token) + MiCA whitepaper (17 Dec 2025), transcribed to our tokenomics.supply","self_reported":true},"independent":{"value":"CoinGecko max_supply 10,000,000,000; circulating 9,441,368,555 (94.4%). Ethereum ERC-20 totalSupply reads 1.0e28 wei (10B); no cap() function present on that contract.","source":"CoinGecko /coins/iotex + Etherscan/RPC on the Ethereum IOTX ERC-20, via the coldstart evidence run 2026-08-10"},"assessed_date":"2026-08-10","severity":"info"},{"metric":"core_open_source","assessment_level":"api","verdict":"match","claim_holds_up":true,"reported":{"value":"core protocol open-source; founder committing code through 2026","source":"IoTeX GitHub (iotexproject) + review mdx","self_reported":true},"independent":{"value":"iotexproject/iotex-core: Apache-2.0 licensed, not archived, 1,612 stars, 56 open issues, last push 2026-08-10 (active).","source":"GitHub API via the coldstart evidence run, 2026-08-10"},"assessed_date":"2026-08-10","severity":"info"},{"metric":"chain_tvl","assessment_level":"api","verdict":"established","claim_holds_up":false,"reported":{"value":"IoTeX publishes ecosystem and device counts but no chain-TVL figure.","source":"IoTeX ecosystem positioning","self_reported":true},"independent":{"value":"$1,547,785 total value locked across IoTeX chains.","source":"DeFiLlama /v2/chains"},"assessed_date":"2026-08-16","severity":"info"}],"facts":[]}},"morpheus":{"title":"Morpheus","token":"MOR","category":"platform","freedomScore":7.8,"returnsScore":5.8,"freedomGrade":"B","returnsGrade":"C","url":"https://ownyourmind.ai/projects/morpheus/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":{"classification":"not-assessed","reason":"Deferred, not asserted. The demand reconciliation found the user-paid versus emissions-subsidised split is unmeasurable on-chain: demand is intermediated almost entirely through the API Gateway, which masks end-user identity. The lifetime estTokens estimate is contaminated by free open-beta traffic (Dec 2025 to 2 March 2026, near-zero pricePerSecond), and per-token economics are thin (roughly USD 1 to 2.5 per million tokens), but the work explicitly did not quantify a paid share and corrected the earlier 'tiny demand' framing to 'real and growing'. A classification would overstate what the on-chain work concluded."},"reconciliations":[{"metric":"multi_chain_deployment","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"contracts on Eth L1 / Arbitrum / Base","source":"Morpheus docs","self_reported":true},"independent":{"value":"Core contracts deployed and source-verified on all three explorers.","source":"Etherscan/Arbiscan/BaseScan verified contracts"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"permissionless_provider","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"anyone can run a provider","source":"Morpheus docs","self_reported":true},"independent":{"value":null,"source":"Checkable via the registration path ABI (does it gate on an allowlist?); not yet inspected."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"provider_diversity","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"diverse provider base","source":"Morpheus docs","self_reported":true},"independent":{"value":null,"source":"Provider set is indexed by count; hardware/client diversity not characterised."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"no_central_control","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"no central control; community-run","source":"Morpheus positioning","self_reported":true},"independent":{"value":"One 5-of-9 Gnosis Safe (0x1FE04BC1...) holds owner/upgrade authority across the core contracts on both chains: Base Builders staking (0x42BB446e, UUPS, no timelock), Base LumerinDiamond inference, and the Ethereum-L1 Distribution contract where capital deposits sit (0x47176B2A..., upgradeable proxy, no timelock). The MOR OFT token is on a separate Safe (0xf3ef0016...).","source":"BaseScan + Etherscan (Safe ownership + EIP-1967 impl slots) across Base + Ethereum L1, verified this session"},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"mrc_snapshot_voting","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"MRC + Snapshot governance","source":"Morpheus governance docs","self_reported":true},"independent":{"value":"The Snapshot space and the MRC process exist and are public.","source":"Snapshot (morpheusai.eth) + public MRC repository"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"atomic_governance","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"Atomic Governance","source":"Morpheus docs","self_reported":true},"independent":{"value":null,"source":"Described in docs; not independently stress-tested."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"fair_launch","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"100% emissions/contribution; no VC/pre-mine","source":"Morpheus tokenomics","self_reported":true},"independent":{"value":"Emissions-only issuance, no team/VC allocation, verifiable on the emission contract.","source":"On-chain emission contract"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"contributor_split","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"24/24/24/24/4 split","source":"Morpheus tokenomics","self_reported":true},"independent":{"value":null,"source":"A design parameter; on-chain contributor-type attribution is only partial."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"mor_holders_count","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"14,553 MOR holders (MorScan /mor/v1/holders, 2026-07-10; Ed25519-signed)","source":"MorScan (morscan.io), MOR ERC-20 Transfer events on Base; a MOR-earning builder subnet, not independent","self_reported":false},"independent":{"value":"14,556 holders (balance > 0) from our own Alchemy enumeration of all 1,030,340 MOR Transfer logs since deploy, balances reconstructed locally. 0.02% from MorScan.","source":"OYM on-chain holder index: scripts/count-mor-holders.ts via Alchemy Base, src/data/mor-holders.json"},"assessed_date":"2026-07-10","severity":"info"},{"metric":"permissionless_registration","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"permissionless registration","source":"Morpheus docs","self_reported":true},"independent":{"value":null,"source":"Checkable via the registration path ABI (does it gate on an allowlist?); not yet inspected."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"no_protocol_content_policy","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"no protocol content policy","source":"Morpheus docs","self_reported":true},"independent":{"value":null,"source":"Checkable - inspect the LumerinDiamond + proxy-router ABI for pause/blacklist/content-filter functions. Not yet done."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"tee_attestation","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"TEE attestation (Intel TDX / Secret Labs)","source":"Morpheus release notes","self_reported":true},"independent":{"value":null,"source":"Releases + audits are public; attestation is verifiable by design, but the quote was not run this session."},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"p2p_encryption","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"P2P prompt encryption","source":"Morpheus docs","self_reported":true},"independent":{"value":null,"source":"Architecture described; not independently confirmed."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"self_custodial_wallets","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"self-custodial","source":"Morpheus docs","self_reported":true},"independent":{"value":null,"source":"Checkable (no custody contract in the flow); not yet confirmed."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"mit_repos","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"MIT, 52 public repos","source":"Morpheus GitHub","self_reported":true},"independent":{"value":"GitHub API confirms the public repo set and MIT licensing.","source":"GitHub API (MorpheusAIs org)"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"contracts_source_verified","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"contracts verified; Builders proxy implementation (LlamaAI 23 Jun 2026 flagged it unverified)","source":"0xBobski_research/defillama-harvest/raw-llamaai-pdfs/morpheus-builders-contract-onchain.pdf (LlamaAI, DefiLlama)","self_reported":false},"independent":{"value":"The Builders proxy (UUPS, Base 0x42BB446e) implementation slot reads 0x18faef315b40a6d9cf49628f1133b1aa507513b0, source-verified on BaseScan as BuildersV4 (Solidity 0.8.20, exact match). The LlamaAI verification gap is resolved.","source":"EIP-1967 implementation-slot read via eth_getStorageAt on Base; BaseScan #code for 0x18faef..."},"assessed_date":"2026-07-07","severity":"info"},{"metric":"audits","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"four audits","source":"Morpheus docs","self_reported":true},"independent":{"value":"Audit reports are public.","source":"Published audit reports (OZ, Cyfrin, Renascence, Code4rena)"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"bug_bounty","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"Up to $100,000, capped at 10% of demonstrated funds at risk; tiers $500-$2,500 (Low) to $100,000 (Critical). Programme v2, effective 2026-08-07, supersedes all prior versions.","source":"Morpheus bug bounty programme page (mor.org/bug-bounty), read 2026-08-13","self_reported":true},"independent":{"value":"The programme is public, dated and specific, and it is stricter than the one we previously recorded. Version 2 (7 Aug 2026) replaced the old range with a $100,000 ceiling capped at 10% of demonstrated funds at risk, requires a passing Foundry proof of concept against a pinned mainnet fork, and lists 20 in-scope addresses in an appendix. Payouts are discretionary and drawn from the Protection Fund, so the ceiling is a cap rather than a reserve; we have not verified any payout.","source":"Public bug-bounty programme page"},"assessed_date":"2026-08-13","severity":"low"},{"metric":"work_token","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"work token","source":"Morpheus docs","self_reported":true},"independent":{"value":"Emission mechanism on-chain (contribution-based issuance).","source":"On-chain emission contract"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"mor_builder_total_staked","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"1,903,137 MOR total deposited across builder subnets (MorScan, 2026-07-10); 280 subnets, 748 active stakers","source":"MorScan (morscan.io), Builders contract 0x42BB446e on Base; a MOR-earning builder subnet, not independent","self_reported":false},"independent":{"value":"~1,791,046 MOR summed across 180 builder subnets in our own harvest (src/data/mor-subnet-staking.json), read from the same 0x42BB contract by an independent pipeline. ~6% under MorScan, explained by our narrower coverage (180 vs 280 subnets).","source":"OYM subnet-staking harvest (src/data/mor-subnet-staking.json), Builders contract 0x42BB446e on Base"},"assessed_date":"2026-07-10","severity":"low"},{"metric":"real_usage","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"14.93B tokens processed since Base launch (Morpheus published: tokensReceipt + clamped legacy estimate)","source":"Morpheus tech.mor.org/throughput.html, from LumerinDiamond SessionClosed receipts (Base)","self_reported":true},"independent":{"value":"37.1B attested input+output from our own index of the LumerinDiamond SessionClosed receipts on Base, the same contract Morpheus indexes. The anchor read 10.6B when this verdict was first authored in June 2026 and has climbed every month since.","source":"Our on-chain index of LumerinDiamond SessionClosed 7-field receipts (Base) - the same contract Morpheus indexes"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"staked_access_accrual","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"staked access grants inference/session rights","source":"Morpheus docs","self_reported":true},"independent":{"value":"Staked-access mechanism is on-chain (staking + session-access contracts).","source":"On-chain staking + session-access contracts"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"protocol_yield_revenue","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"~$0.98M trailing-12m; run-rate ~$0.4M/yr and falling; ~$9.8M lifetime","source":"OYM record (usage_metrics.revenue_annual_usd + revenue_source)","self_reported":false},"independent":{"value":"DeFiLlama summary/fees/morpheus-ai (dailyFees), August 2026: total1y $737,188, totalAllTime $9,863,562. Trailing-year revenue is down about 24% from the $976K read in July, so the decline the row described has continued. No fee-burn; accrual stays structurally thin.","source":"DeFiLlama morpheus-ai adapter"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"supply_cap","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"42M cap","source":"Morpheus tokenomics","self_reported":true},"independent":{"value":"Cap enforced on the contract.","source":"On-chain token contract cap"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"fair_launch_issuance","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"emissions-only, no tranches","source":"Morpheus tokenomics","self_reported":true},"independent":{"value":"Emissions-only issuance confirmed on-chain.","source":"On-chain emission contract"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"total_equals_circulating","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"total = circulating","source":"Morpheus tokenomics","self_reported":true},"independent":{"value":"Live cross-chain totalSupply (Arbitrum + Eth + Base) reads total = circulating with no locked tranches.","source":"Cross-chain totalSupply reads"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"protocol_revenue_figure","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"~$0.98M trailing-12m","source":"OYM record","self_reported":false},"independent":{"value":"DeFiLlama fees adapter, August 2026: $737,188 total1y, $9.86M all-time.","source":"DeFiLlama morpheus-ai adapter"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"demand_economic_not_theatre","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"real paid demand","source":"Morpheus positioning","self_reported":true},"independent":{"value":null,"source":"Our deep on-chain work found the user-paid-vs-subsidised split genuinely unmeasurable: demand is gateway-masked (sessions open via the API Gateway wallet, not end users), and estTokens is contaminated by the free open beta (near-zero pricing)."},"assessed_date":"2026-06-08","severity":"high"},{"metric":"dex_liquidity","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"DEX pools for MOR","source":"Morpheus market summary","self_reported":true},"independent":{"value":"DEX pool depth is on-chain-measurable; confirms thin liquidity.","source":"On-chain DEX pools"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"cex_liquidity","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"CEX listings + volume","source":"Morpheus market summary","self_reported":true},"independent":{"value":"CoinGecko tickers/volume confirm limited CEX listings and thin volume.","source":"CoinGecko (off-chain)"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_inference_demand","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"attested throughput climbing; mid-July 2026 all-time daily record","source":"Morpheus usage announcements + tech.mor.org","self_reported":true},"independent":{"value":"Our LumerinDiamond index, recomputed 2026-08-17: attested monthly throughput rose every full month from February through July 2026 (1.72B, 1.89B, 2.33B, 3.00B, 7.12B, 16.11B input+output tokens), so the growth claim holds through the last complete month. Cumulative attested throughput is 37.4B. August is partial and tracking below July: 5.26B over the first 16 days, an implied ~10B month against July's 16.11B.","source":"Our on-chain index of LumerinDiamond SessionClosed 7-field receipts (Base), src/data/mor-inference-activity.json (lastUpdated 2026-07-20)"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"thesis_demand_genuine","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"genuine paid demand","source":"Morpheus positioning","self_reported":true},"independent":{"value":null,"source":"The user-paid share is gateway-masked and estTokens is beta-contaminated - genuinely unmeasurable on-chain."},"assessed_date":"2026-06-08","severity":"high"},{"metric":"thesis_permissionless_private","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"permissionless registration + TEE-verified private inference","source":"Morpheus positioning","self_reported":true},"independent":{"value":null,"source":"Permissionless registration + TEE attestation are both verifiable by design, but neither was run to a grade this session."},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"thesis_fair_launch","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"emissions-only, no VC/pre-mine","source":"Morpheus","self_reported":true},"independent":{"value":"Emissions-only issuance verified on-chain; no allocation tranche.","source":"On-chain emission contract"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"compute_subsidy_sustainability","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"No pool-trajectory figure published","source":"Morpheus (none published)","self_reported":false},"independent":{"value":"Pool peaked ~2,805,000 MOR mid-July 2026 and is now falling ~899 MOR/day as claims (~3,811/day) exceed accrual (~2,912/day)","source":"OYM contract reads of getComputeBalance across archive blocks (scripts/refresh-mor-compute-pool.ts)"},"assessed_date":"2026-08-15","severity":"medium"},{"metric":"access_ration_is_contractual","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Daily budget = 1% of compute balance; access pro-rata to MOR","source":"Yellowstone Compute Model / Morpheus Lumerin Model","self_reported":true},"independent":{"value":"Budget = computeBalance/100 and stipend = amount x computeBalance/(totalMORSupply x 100), both live on-chain; the same-day stake hold enforces the daily ration in place of the specified getSpendBalance, which is not registered on the Diamond","source":"SessionRouter.sol on the deployed Diamond: getTodaysBudget, stakeToStipend, _rewardUserAfterClose"},"assessed_date":"2026-08-15","severity":"info"},{"metric":"protocol_tvl","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Morpheus publishes the mechanism but no headline TVL figure.","source":"Morpheus GitBook (protocol yield generation)","self_reported":true},"independent":{"value":"$16,216,544 protocol TVL across Morpheus chains.","source":"DeFiLlama /tvl/morpheusai"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"builders_impl_address","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Morpheus publishes no implementation-address register; the proxy is the address it documents.","source":"Morpheus contract documentation","self_reported":true},"independent":{"value":"The EIP-1967 implementation slot on the Base Builders proxy 0x42BB446eAE6dca7723a9eBdb81EA88aFe77eF4B9 points at 0x18faef315b40a6d9cf49628f1133b1aa507513b0, source-verified on BaseScan as BuildersV4.","source":"eth_getStorageAt on the EIP-1967 implementation slot via Alchemy Base"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"mor_providers_count","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"40 registered providers (MorScan /health, unsigned status figure, read 2026-08-17).","source":"MorScan (morscan.io, DRM3 Labs), a MOR-earning builder subnet and therefore not independent","self_reported":true},"independent":{"value":"The registry enumerates to 55 active providers, 36 on Base and 19 on Arbitrum, read from getActiveProviders on the LumerinDiamond. MorScan reports 40 on the same day, which matches neither basis: it sits above the Base active set and well below the two-chain total. The likeliest reading is that MorScan indexes Base and counts registered rather than active providers, but its basis is not published, so that is inference. The figure to cite is the enumeration, with the chain split stated.","source":"LumerinDiamond getActiveProviders on Base + Arbitrum (scripts/refresh-mor-compute-providers.ts)"},"assessed_date":"2026-08-17","severity":"low"},{"metric":"mor_active_sessions","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"15 sessions open at the moment of reading (MorScan /health, unsigned status figure).","source":"MorScan (morscan.io, DRM3 Labs), not independent","self_reported":true},"independent":{"value":null,"source":"Not checked, and deliberately not wired for drift: this is an instantaneous count, so a band on it would route on ordinary hour-to-hour variation and tell a reader nothing. The cumulative session count is the measured anchor, judged in the mor_total_sessions row."},"assessed_date":"2026-08-16","severity":"info"},{"metric":"mor_model_bids","assessment_level":"onchain-reconciled","verdict":"understated","claim_holds_up":false,"reported":{"value":"538 live model bids (MorScan /health, unsigned status figure, read 2026-08-17).","source":"MorScan (morscan.io, DRM3 Labs), not independent","self_reported":true},"independent":{"value":"The contract carries 729 active bids across 394 models, out of 407 active models and 461 registered, enumerated from the LumerinDiamond on Base. MorScan reports 538 on the same day and the same chain, so on a like-for-like basis it under-reports the marketplace by about a quarter. The direction is worth noting: the independent read is HIGHER, so the status endpoint understates inventory rather than inflating it.","source":"LumerinDiamond getActiveModelIds + getModelActiveBids (scripts/refresh-mor-marketplace.ts)"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"mor_total_sessions","assessment_level":"onchain-reconciled","verdict":"understated","claim_holds_up":false,"reported":{"value":"210,429 sessions (MorScan /mor/v1/sessions total, metered and Ed25519-signed).","source":"MorScan (morscan.io, DRM3 Labs), not independent","self_reported":false},"independent":{"value":"316,124 sessions closed, from our own index of LumerinDiamond SessionClosed events on Base.","source":"OYM on-chain session index (scripts/refresh-mor-inference.ts, src/data/mor-inference-activity.json)"},"assessed_date":"2026-08-16","severity":"low"},{"metric":"mor_funding_safe_balance","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Morpheus publishes no balance or runway figure for the funding Safe.","source":"Morpheus (none published)","self_reported":false},"independent":{"value":"122,996 MOR held by the compute funding Safe 0x5160C0311A95E0A1072FA85Df23712A7BA1cD4b1 (Gnosis 5-of-9).","source":"Base RPC eth_call balanceOf on the MOR token for the funding Safe"},"assessed_date":"2026-08-16","severity":"medium"}],"facts":[{"metric":"openerConcentration","assessment_level":"onchain-reconciled","kind":"measured","flag":"gateway-masked","positive_control":false,"severity":"high","detail":"The session opener is the on-chain gateway wallet, not the end demand source, so opener concentration overstates true concentration and the binding trigger is structurally unmeasurable from openers alone.","assessed_date":"2026-06-08"},{"metric":"estTokens_legacy_overcount","assessment_level":"onchain-reconciled","kind":"measured","flag":"definitional-gap","positive_control":false,"severity":"medium","detail":"Our pipeline's estTokens (33.8B) over-counts the Dec-2025/Jan-2026 open-beta legacy fallback ~5x: our legacy proxy is 23.1B (almost all of it Jan 2026) vs Morpheus's clamped ~4.3B. Root cause is DURATION, not tps - during the free open beta near-zero pricing pushed session endsAt far out, so tps*paidDuration explodes; legacy tps are already <500, so a tps clamp does NOT fix it, and Morpheus's tighter duration capping lives in their private indexer (we don't reproduce it). It is OUR estimation artifact, not a Morpheus claim. Use the attested input+output basis (~10.6B, equal to Morpheus's tokensReceipt) for any displayed or cited token figure; never cite estTokens.","assessed_date":"2026-06-09"},{"metric":"independent_session_index","assessment_level":"onchain-reconciled","kind":"measured","flag":"definitional-gap","positive_control":false,"severity":"info","detail":"We independently index Morpheus sessions from LumerinDiamond SessionOpened events on Base: ~307,732 closed sessions vs MorScan’s 118,128. This is a definitional difference (MorScan’s headline counts completed sessions, excluding ~90k early-terminated; we count all closed), not a discrepancy - so it carries no verdict. Recorded as a provenance note that we index independently. MorScan is a third-party indexer, not Morpheus infrastructure.","assessed_date":"2026-07-10"}]}},"near":{"title":"NEAR Protocol","token":"NEAR","category":"platform","freedomScore":6.3,"returnsScore":7.3,"freedomGrade":"C","returnsGrade":"B","url":"https://ownyourmind.ai/projects/near/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"protocol_revenue","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No self-reported protocol-revenue figure (our usage_metrics.revenue_annual_usd is null)","source":"Own Your Mind research JSON (no project revenue claim recorded)","self_reported":false},"independent":{"value":"$1.49M trailing-1y / $17.97M all-time protocol revenue (August 2026 read, down from $2.0M trailing-1y in June). Chain TVL is carried separately and was itself corrected this month.","source":"DeFiLlama open-source on-chain adapter (near) + Token Terminal (Pro, read via authenticated browser 2026-06-12)"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"intents_gross_fees","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Editorial: ~$40.4M annualised gross Intents fee run-rate (trailing-twelve-month basis)","source":"Own Your Mind near.mdx (Revenue Sustainability + Value Accrual dimensions), DeFiLlama-derived (not a NEAR self-report)","self_reported":false},"independent":{"value":"$40.39M trailing-1y / $40.76M all-time gross Intents fees; 30d $2.92M","source":"DeFiLlama open-source on-chain dimension adapter (near-intents), cross-confirmed first-hand on the near-intents Fees tab 2026-08-04"},"assessed_date":"2026-08-04","severity":"info"},{"metric":"intents_protocol_revenue","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Editorial: ~$4.6M protocol-retained Intents revenue (trailing-twelve-month buyback slice)","source":"Own Your Mind near.mdx (Value Accrual + Revenue Sustainability dimensions), DeFiLlama-derived (not a NEAR self-report)","self_reported":false},"independent":{"value":"$4.56M trailing-1y / all-time protocol-retained Intents revenue; 30d $480,690 (DeFiLlama forward-annualised $5.27M)","source":"DeFiLlama open-source on-chain dimension adapter (near-intents), cross-confirmed first-hand on the near-intents Fees tab 2026-08-04"},"assessed_date":"2026-08-04","severity":"info"},{"metric":"published_revenue_30d","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"$500.0K net protocol revenue, last 30 days (revenue.near.org, dashboard read 2026-08-13; gross $2.39M on the same tile set)","source":"NEAR's own revenue dashboard (revenue.near.org), hand-read via browser","self_reported":true},"independent":{"value":"Confirmed on the net figure. Summing the two independent DeFiLlama adapters for the same window gives $518,859 of 30-day revenue ($489,013 Intents protocol revenue + $29,846 base-chain revenue), 2.2% above NEAR's published $500.0K. The gross figure does not tie as cleanly: NEAR publishes $2.39M against DeFiLlama's $2.74M of 30-day Intents gross fees, a 12.8% gap that is a basis difference, not a discrepancy we have resolved.","source":"DeFiLlama open-source on-chain dimension adapters: summary/fees/near-intents (dailyRevenue + dailyFees) and summary/fees/near (dailyRevenue), snapshot 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"inflation_parameters","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"2.5% annualised inflation to validators (halved from 5% on 30 October 2025); our own editorial additionally states 90% of issuance to validators and 10% to the protocol treasury","source":"NEAR protocol documentation (validators page); the 90/10 split is carried in our own review","self_reported":true},"independent":{"value":"The documented rate is confirmed and the treasury split is not. The live protocol config returns max_inflation_rate = 1/40 (2.5%) at protocol version 86, matching the docs exactly. It also returns protocol_reward_rate = 0/1, so the protocol treasury now takes nothing and stakers receive the whole 2.5%; our review's 90/10 split is superseded. Total supply reads 1,303,466,759.24 NEAR from the finalised block header, matching CoinGecko's 1,303,466,786 to seven significant figures.","source":"NEAR JSON-RPC EXPERIMENTAL_protocol_config + block(finality=final), read on three independent endpoints (rpc.mainnet.near.org, free.rpc.fastnear.com, near.lava.build), 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"validator_set","assessment_level":"onchain-reconciled","verdict":"outdated","claim_holds_up":false,"reported":{"value":"698 validators, top 100 producing blocks and chunks (figure carried in our own review)","source":"Own Your Mind near.mdx (validator count), NEAR documentation (the 100-seat structure)","self_reported":false},"independent":{"value":"414 validators in the active set at epoch 4660, staking 615,761,399 NEAR (47.2% of total supply), with 100 block-producer seats as documented. Stake is comparatively well spread for an L1: the largest validator holds 6.4%, the top 10 hold 39.7%, and it takes 8 validators to reach a third of stake.","source":"NEAR JSON-RPC validators + EXPERIMENTAL_protocol_config, 2026-08-13"},"assessed_date":"2026-08-13","severity":"low"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source protocol","source":"NEAR public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/near org carries 289 public repositories; the reference client nearcore is GPL-3.0, 2,610 stars, not archived, and was pushed the same day we ran the check with 484 open issues.","source":"GitHub API (near org + near/nearcore), 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"chain_tvl","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No chain-TVL figure is published by the project.","source":"NEAR (none published)","self_reported":false},"independent":{"value":"$54.6M to $92.5M depending on the day read: DeFiLlama's Near series flapped across 15-19 August 2026 (see freshness_paused). The $92,732,035 trailing-7d median stored on 2026-08-17 sat in the high state and should not be quoted as a point estimate.","source":"DeFiLlama /v2/historicalChainTvl/Near (7-day median)"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"foundation_treasury","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"Genesis allocation percentages carried in our review; the Foundation separately self-reports an aggregate treasury of fiat plus NEAR in quarterly transparency reports, without account IDs.","source":"NEAR genesis allocation + NEAR Foundation transparency reports","self_reported":true},"independent":{"value":"NOT MEASURABLE from public sources, established rather than assumed. The two nameable Foundation accounts hold 63,965.65 NEAR combined, 0.0049% of the 1.3039B supply. foundation.near holds 869.32 NEAR, has zero staked across all 40 staking pools it has ever delegated to, and has no lockup contract. nf-payments.near holds the rest, mostly 61,881 NEAR staked with one validator. No published disclosure names a Foundation account set, and the majority of the self-reported treasury is fiat held off-chain.","source":"NEAR mainnet RPC (rpc.mainnet.fastnear.com + free.rpc.fastnear.com), account and staking-pool view calls, 2026-08-17"},"assessed_date":"2026-08-17","severity":"medium"},{"metric":"circulating_share","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"99.99% circulating (our own supplyDynamics evidence, taken from CoinGecko)","source":"Our own supplyDynamics evidence, which took the figure from CoinGecko. NEAR publishes no such claim.","self_reported":false},"independent":{"value":"The two aggregators disagree by ~54.0M NEAR. CoinGecko reports circulating 1,303,818,416 against its OWN total of 1,303,818,394, so its circulating figure exceeds its total and it plainly models no lock-up. NearBlocks reports circulating 1,249,836,992 of 1,303,845,705, i.e. 95.86% circulating and 54,008,711 NEAR non-circulating. Chain total supply confirmed on two independent RPC endpoints.","source":"NEAR mainnet RPC total_supply (two endpoints) + CoinGecko + NearBlocks, 2026-08-17"},"assessed_date":"2026-08-17","severity":"medium"}],"facts":[]}},"nillion":{"title":"Nillion","token":"NIL","category":"data","freedomScore":5.6,"returnsScore":4.2,"freedomGrade":"C","returnsGrade":"D","url":"https://ownyourmind.ai/projects/nillion/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-13","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"1,000,000,000 NIL total","source":"OYM research / CoinGecko","self_reported":false},"independent":{"value":"1,010,060,031.59 NIL on-chain total (2026-08-13), up from 1,009,194,647 in June 2026 as the EmissionsController continues to mint","source":"Ethereum ERC-20 NIL 0x7cf9...2d47 totalSupply() via RPC + Blockscout (wired data_sources anchor)"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"staked_nil","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"\"In order to be assigned verification work by Nillion's Ethereum L2, Blacklight node operators must stake a minimum amount of NIL against their node... Currently this minimum is set to 70,000 NIL\"; rewards come \"from a reward pool equal to 0.5% inflation of the total NIL supply (1B tokens)\" (Blacklight staking docs, read 2026-08-13). Nillion separately names stc Bahrain, Cloudician by Alibaba Cloud, Pairpoint by Vodafone and Deutsche Telekom as enterprise PetNet node operators.","source":"Nillion Blacklight staking documentation + Nillion enterprise-cluster announcement","self_reported":true},"independent":{"value":"Not independently re-summed. There is no public staking-statistics endpoint for the L2 Blacklight set, and the previous target (a nillion-1 Cosmos LCD) no longer exists to query.","source":"Attempted 2026-06-25 (browser): lavenderfive LCD (503), nodestake/validatus (error pages), Polkachu (serves Allora, not Nillion), rpc.nillion.network (POST/CORS-gated), ATOMScan ('Failed to load staking data'); Mintscan/Token Terminal do not cover nillion-1 mainnet, Numia covers testnet only."},"assessed_date":"2026-08-13","severity":"medium"},{"metric":"token_control","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No published claim about upgrade or mint authority","source":"Nillion documentation (silent on the token's admin roles)","self_reported":false},"independent":{"value":"Stage G0: instant unilateral control. NIL is a UUPS-upgradeable ERC-1967 proxy (implementation 0x0a53...b8f1) whose DEFAULT_ADMIN, UPGRADER and MINTER roles are all held by a single 3-of-5 Gnosis Safe (0x9d80...0742, getThreshold 3, getOwners 5). Three signatures can replace the token's logic outright or mint new NIL, with no timelock anywhere in the path. MINTER is additionally held by an EmissionsController contract (0x6316...2f46), the routine issuance path. The deployer has renounced every role, which is the right hygiene.","source":"Ethereum RPC: EIP-1967 implementation slot, full RoleGranted log history on the proxy, hasRole() checks on every grantee, and getThreshold()/getOwners() on the holding Safe; Etherscan verified implementation ABI, 2026-08-13"},"assessed_date":"2026-08-13","severity":"high"}],"facts":[{"metric":"usage","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"112K+ users / 641M+ documents / 1.4M inferences are off-chain node-application metrics on nilDB/nilAI; no public stats API; not derivable on-chain. Phase 2 credits burn NIL for nilDB/nilCC (no public burn figure; Ethereum NIL fixed at 1B) and nilAI revenue runs through Stripe (off-chain), so paid usage and revenue are also unverifiable.","assessed_date":"2026-06-25"}]}},"nosana":{"title":"Nosana","token":"NOS","category":"compute","freedomScore":5.8,"returnsScore":4.6,"freedomGrade":"C","returnsGrade":"D","url":"https://ownyourmind.ai/projects/nosana/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"marketplace_activity","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"2M+ deployments and 985K jobs (Nosana-reported, our prior research figure)","source":"Nosana (self-reported marketing / prior research snapshot)","self_reported":true},"independent":{"value":"Nosana runs a real on-chain GPU marketplace and it is now enumerated rather than observed. The Jobs program nosJhNRqr2bc9g1nfGDcXXTXvYUmxD4cVwy2pMWhrYM holds 19,327 accounts, of which 51 are markets and 16,986 are jobs, with the market mapping confirmed against all 47 addresses Nosana's own /api/markets returns. This is current state, not history: completed job accounts are closed and their rent reclaimed, so the 4.16M cumulative figure Nosana reports is not checkable this way and is not checked here.","source":"OYM Nosana census (scripts/refresh-nosana-onchain.ts), Solana getProgramAccounts"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"supply_cap_enforcement","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"100,000,000 NOS max supply, fixed","source":"Nosana tokenomics + CoinGecko max/total, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"Confirmed fixed AND enforced. getTokenSupply on the NOS SPL mint (nosXBVoaCTtYdLvKY6Csb4AC8JCdQKKAaWYtx2ZMoo7, 6 decimals) = 99,999,720.49 NOS, matching the CoinGecko total exactly (just under the 100M max). Critically, getAccountInfo shows mintAuthority = NULL: no further NOS can ever be minted (the SPL analogue of a renounced/dead mint), so the fixed supply is enforced by the token itself, not just policy.","source":"Solana getTokenSupply + getAccountInfo on the NOS SPL mint via keyless JSON-RPC (solana-rpc.publicnode.com), read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"token_admin_surface","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No public claim; recorded as an on-chain custody anchor, orthogonal to the network-layer censorship_resistance score","source":"OYM WS3 coldstart Solana source (freeze-authority read)","self_reported":false},"independent":{"value":"The NOS SPL mint has freezeAuthority = NULL: no authority can freeze any NOS token account, so there is no token-layer freeze/censorship lever. Combined with the null mint authority, the token is fully immutable at the SPL layer (no mint, no freeze).","source":"Solana getAccountInfo (freezeAuthority) on the NOS SPL mint, read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Nosana public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/nosana-ci org carries 34 public repositories, actively developed: nosana-dashboard is GPL-3.0 (18 stars), nosana-node and the nosana.com site were pushed within a day of assessment. The core CLI/node/dashboard are public.","source":"GitHub API (nosana-ci org + repo listing), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"total_jobs","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"4,163,707 cumulative jobs on Nosana's own stats endpoint.","source":"Nosana's own indexer (dashboard stats API)","self_reported":true},"independent":{"value":null,"source":"Not checked. The settlement venue is confirmed independently: the GPU market accounts returned by Nosana's API are owned by the Nosana Jobs Solana program nosJhNRqr2bc9g1nfGDcXXTXvYUmxD4cVwy2pMWhrYM, verified by getAccountInfo. That establishes the jobs settle where Nosana says, not how many there have been. Counting them means enumerating job accounts under that program on Solana, which we have not done."},"assessed_date":"2026-08-16","severity":"low"},{"metric":"stakers","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"14,157 NOS stakers on Nosana's own stats endpoint.","source":"Nosana's own stats API","self_reported":true},"independent":{"value":null,"source":"Not checked. NOS staking accounts live on Solana and are enumerable under the Nosana staking program, which would settle the count; we have not enumerated them."},"assessed_date":"2026-08-16","severity":"low"}],"facts":[{"metric":"revenue","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"Nosana DOES take a network_fee_percentage on each on-chain job (visible per-market in /api/markets), so protocol revenue is computable in principle from on-chain job settlements. But it is not tracked by DeFiLlama or Token Terminal and we have not computed it here, so no protocol revenue figure is asserted.","assessed_date":"2026-06-09"}]}},"nous-research":{"title":"Nous Research","token":"Pre-TGE","category":"compute","freedomScore":5.1,"returnsScore":null,"freedomGrade":"D","returnsGrade":null,"url":"https://ownyourmind.ai/projects/nous-research/","integrity":{"assessment_level":"editorial","last_assessed":"2026-06-25","emission_honesty":null,"reconciliations":[{"metric":"token_supply","assessment_level":"editorial","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"Pre-TGE: no public token (Paradigm-led ~$1B SAFT round, token deferred). Headline substantive claim is the Psyche 40B distributed-training run (Nous-reported).","source":"Nous Research / OYM editorial (nous-research.mdx)","self_reported":true},"independent":{"value":"No circulating/total supply on any chain; CoinGecko returns no coin for nous-research (confirmed 2026-06-25). On-chain Solana addresses are Psyche coordination/research programs, not an SPL token mint.","source":"CoinGecko /search (empty coins array) + on-chain address inspection"},"assessed_date":"2026-06-25","severity":"medium"}],"facts":[]}},"nunet":{"title":"NuNet","token":"NTX","category":"compute","freedomScore":4.7,"returnsScore":3.3,"freedomGrade":"D","returnsGrade":"F","url":"https://ownyourmind.ai/projects/nunet/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-16","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"1,000,000,000 NTX total/max","source":"OYM research / CoinGecko","self_reported":false},"independent":{"value":"384,924,831 NTX on the Cardano native-asset leg (a component of the three-chain total, not the total itself)","source":"Cardano native asset (policy edfd7a1d...79, name NTX) total_supply via keyless Koios; + Ethereum 0xf0d3...7935 597.7M + BSC 0x5c4b...ad87 12.0M (wired data_sources anchor: cardano_native_supply)"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"supply_cap_enforcement","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"1,000,000,000 NTX max supply, held constant by burn-and-mint bridging","source":"NuNet tokenomics + CoinGecko max_supply, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"The current 3-chain total matches (~999.8M ~ 1B, confirmed in the total_supply anchor above), BUT the 1B is not enforced by any single contract. The Ethereum NuNetToken (0xf0d3...7935, non-proxy) is an OpenZeppelin ERC20PresetMinterPauser with an UNCAPPED mint(to, amount) gated to MINTER_ROLE and no maximum-supply check. Live role reads: MINTER_ROLE has TWO holders - the deployer EOA 0x863f13e5b505f1eb17803b94ec9d3daf80092165 AND the TokenConversionManager contract 0x6c0d706c75b559549938c0b1de863cf7f042d1cf (the owner-controlled cross-chain burn-and-mint bridge). The deployer EOA also holds DEFAULT_ADMIN_ROLE (can grant/revoke roles) and PAUSER_ROLE; none renounced. So new NTX can be minted on Ethereum by the bridge (expected, should be balanced by burns elsewhere) OR directly by the deployer EOA (unbalanced), and the global 1B relies on off-contract bridge accounting + operator discipline, not a code cap.","source":"eth_call getRoleMember/getRoleMemberCount for DEFAULT_ADMIN/MINTER/PAUSER on 0xf0d3...7935 + eth_getCode to classify each holder + Etherscan-verified source (ERC20PresetMinterPauser, non-proxy; second minter is the verified TokenConversionManager), read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"token_admin_surface","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No public claim; recorded as an on-chain custody anchor for the token layer, orthogonal to the network/agent-layer censorship_resistance score","source":"OYM WS3 coldstart evidence run (admin_functions flag)","self_reported":false},"independent":{"value":"The Ethereum NuNetToken is PAUSABLE: PAUSER_ROLE can call pause() and ERC20Pausable's whenNotPaused guard on _beforeTokenTransfer freezes ALL transfers globally (no owner carve-out; currently paused()=false). PAUSER_ROLE and DEFAULT_ADMIN_ROLE are both held by the single deployer EOA 0x863f13e5b505f1eb17803b94ec9d3daf80092165, un-renounced. There is NO per-address blacklist and NO fee/transfer tax (plain ERC20PresetMinterPauser). So the token-layer levers are: global pause (freeze everyone) + uncapped mint + role management, all controllable by one deployer EOA (plus the bridge contract's delegated MINTER_ROLE).","source":"eth_call paused() + PAUSER/DEFAULT_ADMIN role reads + eth_getCode (deployer is an EOA) + Etherscan-verified source (ERC20Pausable, no blacklist/fee), read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"NuNet public positioning","self_reported":true},"independent":{"value":"Confirmed. NuNet's primary code home is the GitLab group gitlab.com/nunet (group id 6160918, 30+ projects), with a GitHub mirror at github.com/nunet (11 public repos). The flagship Device Management Service (github.com/nunet/device-management-service) is Apache-2.0, not archived, and actively maintained (pushed 2026-07-20). The core platform is public under a permissive licence.","source":"GitLab API (groups/nunet) + GitHub API (nunet org + device-management-service), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"}],"facts":[]}},"oasis-network":{"title":"Oasis Network","token":"ROSE","category":"data","freedomScore":6.2,"returnsScore":4.6,"freedomGrade":"C","returnsGrade":"D","url":"https://ownyourmind.ai/projects/oasis-network/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"chain_tvl","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Sapphire TVL peaked ~$7.5M (May 2025) then fell to ~$282K (early 2026, per DeFiLlama); project markets ROFL confidential compute, publishes no headline TVL claim","source":"OYM editorial (oasis-network.mdx) citing DeFiLlama","self_reported":false},"independent":{"value":"~$363,340 DeFi TVL across Oasis Emerald + Oasis Sapphire (as of 2026-06-25)","source":"DeFiLlama /v2/chains summed across [Oasis Emerald, Oasis Sapphire]"},"assessed_date":"2026-06-25","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Oasis public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/oasisprotocol org carries 102 public repositories; the core node oasis-core is Apache-2.0, 369 stars, not archived, pushed on the assessment date. The confidential-compute (Sapphire/ParaTime) stack is public under a permissive licence.","source":"GitHub API (oasisprotocol org + oasis-core), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"sapphire_state_confidentiality","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Confidential contract state; eth_getStorageAt returns zero","source":"Oasis docs, Sapphire vs Ethereum page","self_reported":true},"independent":{"value":"Confirmed by direct experiment against both ParaTimes, with a control. On Sapphire (chainId 23294, sapphire.oasis.io), eth_getStorageAt on wROSE 0x8Bc2B030b299964eEfb5e1e0b36991352E56D2D3 returned zero for slots 0 through 5, while the same contract answered symbol() = \"wROSE\" and totalSupply() = 14,330,145.43 ROSE over eth_call at the same moment, so the endpoint was live and the contract was not empty. On Emerald (chainId 42262, emerald.oasis.io), the same call against wROSE 0x21C718C22D52d0F3a789b752D4c2fD5908a8A733 returned plaintext: slot 0 decodes to the packed string \"Wrapped ROSE\", slot 1 to \"wROSE\", slot 2 to 0x12 (18 decimals). Same RPC method, same chain family, opposite results, so the zero return on Sapphire is the confidentiality layer rather than a dead or restricted endpoint.","source":"eth_getStorageAt + eth_call on sapphire.oasis.io and emerald.oasis.io (0x8Bc2B030b299964eEfb5e1e0b36991352E56D2D3 / 0x21C718C22D52d0F3a789b752D4c2fD5908a8A733), 2026-08-16"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"escrow_weighted_voting","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Escrow-weighted voting by node operators","source":"Oasis docs, Network Governance page","self_reported":true},"independent":{"value":"Confirmed, and the mechanism has been used. The consensus governance module has processed five proposals since 2021, all passed; the most recent (handler consensus240) recorded 69 entity votes, all yes. Voting power is escrow-weighted across an active set of 75 validators drawn from 264 registered entities. That escrow is concentrated: the largest single entity (Colossus) holds 11.1% of active escrow, BinanceStaking 8.2%, the top five 30.1% and the top ten 42.7%; seven entities together reach a third of active escrow and fourteen reach half.","source":"Oasis Nexus API (nexus.oasis.io) consensus proposals, proposal votes and validator escrow, 2026-08-16"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"onchain_governance_status","assessment_level":"onchain-reconciled","verdict":"understated","claim_holds_up":false,"reported":{"value":"On-chain voting is a future state","source":"Oasis docs, Network Governance page","self_reported":true},"independent":{"value":"The chain is ahead of the page. On-chain governance is live and has been for years: the consensus governance module holds five recorded proposals, the earliest a consensus-parameters update in August 2021 and the most recent the consensus240 upgrade, each with an on-chain vote roll (69 entity votes on consensus240). The documented future state describes something that already shipped.","source":"Oasis Nexus API (nexus.oasis.io) /v1/consensus/proposals and /proposals/5/votes, 2026-08-16"},"assessed_date":"2026-08-16","severity":"low"},{"metric":"validator_set_composition","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Stake-weighted validator set","source":"Oasis docs / OYM editorial (oasis-network.mdx)","self_reported":true},"independent":{"value":"264 registered entities, of which 75 are in the active set. Active escrow concentration: top 1 at 11.1%, top 5 at 30.1%, top 10 at 42.7%, top 20 at 64.6%. Seven entities reach a third of active escrow and fourteen reach half. Named entities lead the set (Colossus, BinanceStaking, Mars Staking), so the largest holders are identifiable rather than anonymous.","source":"Oasis Nexus API (nexus.oasis.io) /v1/consensus/validators with active_balance escrow, 2026-08-16"},"assessed_date":"2026-08-16","severity":"medium"}],"facts":[]}},"ocean":{"title":"Ocean Protocol","token":"OCEAN","category":"data","freedomScore":5.5,"returnsScore":3.9,"freedomGrade":"C","returnsGrade":"F","url":"https://ownyourmind.ai/projects/ocean/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-10","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"1.41B max / ~267.8M effective total (un-converted)","source":"OYM research / CoinGecko","self_reported":false},"independent":{"value":"1,410,000,000 OCEAN contract total supply","source":"Ethereum ERC-20 0x967d...9f48 total_supply via Blockscout (wired data_sources anchor)"},"assessed_date":"2026-06-13","severity":"medium"},{"metric":"core_open_source","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"core open-source; ~94 GitHub repos; multiple audits; 7 years of development","source":"Ocean Protocol GitHub + review mdx","self_reported":true},"independent":{"value":"OceanToken contract source-verified on Etherscan (0x967d…); github.com/oceanprotocol Apache-2.0, not archived, 220 stars, last push 2026-04-04.","source":"Etherscan getsourcecode (verified) + GitHub API via the coldstart run, 2026-08-10"},"assessed_date":"2026-08-10","severity":"info"},{"metric":"token_renounced_vs_no_utility","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Foundation-renounced (mid-2023), permissionless/community-usable; Foundation legally disclaims intended utility","source":"Ocean Protocol official pages (about-us/ocean-token + docs discover/ocean-token)","self_reported":true},"independent":{"value":"On-chain owner() = 0x0: the OCEAN contract's ownership is renounced, independently confirming the about-us 'Foundation renounced all control (mid-2023)' claim and making mint/pause (onlyOwner) permanently uncallable — OCEAN is immutable and permissionless. Two coexisting official framings: about-us says the community may use OCEAN for any purpose; docs say OCEAN 'has no intended utility value... not a staking, governance or payment token'. In practice protocol-native utility is thin: the flagship Ocean Network (GPU compute, Mar 2026) settles in USDC not OCEAN; a buyback-and-burn (Predictoor revenue) reduces the ~268M capped supply. Ocean exited the ASI Alliance in Oct 2025 and governs independently.","source":"Ethereum RPC eth_call owner()=0x0 + oceanprotocol.com/about-us/ocean-token + docs.oceanprotocol.com/discover/ocean-token + Ocean Network product, read 2026-08-10"},"assessed_date":"2026-08-10","severity":"info"}],"facts":[{"metric":"market_activity","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"Ocean Market activity and data-NFT adoption metrics are not publicly disclosed; cannot independently verify how many datasets are published or consumed.","assessed_date":"2026-06-08"}]}},"openmind":{"title":"Openmind Review","token":"ROBO","category":"agent","freedomScore":5.6,"returnsScore":3.7,"freedomGrade":"C","returnsGrade":"F","url":"https://ownyourmind.ai/projects/openmind/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"max_supply_hard_cap","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"10,000,000,000 ROBO fixed max/total; capped supply, no further minting","source":"Openmind tokenomics (docs.openmind.com) + frontmatter maxSupply/supplyType, transcribed to our tokenomics.supply","self_reported":true},"independent":{"value":"TOTAL_SUPPLY = 10_000_000_000e18 is a public constant in the Etherscan-verified contract, minted once to the deployer in the constructor; on-chain totalSupply already equals 10,000,000,000 (RPC + Blockscout + Etherscan agree). There is no mint path that can exceed the cap: the only re-mint function, restoreSupply(to) onlyOwner, reverts once totalSupply >= TOTAL_SUPPLY, so the 10B ceiling is enforced. Caveat, not a cap breach: the contract is a plain non-upgradeable OZ ERC-20 + Ownable whose owner is still an EOA (0x3f68...8135, not renounced), and restoreSupply lets that owner RE-MINT previously-burned supply back up to the cap to an address it chooses, so the public burn() is owner-reversible rather than permanently deflationary. updateNameAndSymbol is a one-time owner power already spent (the token's on-chain name is 'Fabric Protocol').","source":"Etherscan-verified source + RPC/Blockscout totalSupply on the canonical Ethereum ROBO ERC-20 (0x32b4d049fe4c888d2b92eecaf729f44df6b1f36e), read 2026-08-12 via the WS3 coldstart evidence run + a manual contract-source read"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"core_open_source","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"OM1 MIT-licensed; ~2,787 GitHub stars, 100+ contributors, weekly commits (frontmatter/review, research date)","source":"Openmind GitHub (OpenMind org) + review mdx pros/pillars","self_reported":true},"independent":{"value":"OpenMind/OM1 (the flagship runtime, 'Modular AI HAL for Robots') is MIT-licensed, 2,894 stars, 992 forks, NOT archived, last push 2026-08-12 (actively developed). The OpenMind org carries 16 non-fork repos; the OM1 family (OM1, OM1-modules, OM1-avatar, OM1-sim) is uniformly MIT and recently pushed. Context, not a downgrade: the FABRIC coordination-layer / veROBO contracts the token thesis rests on are only partly public (fabric-nft exists; the coordination contracts are forward-dated), so the OPEN part is the runtime, not yet the token's on-chain economic layer.","source":"GitHub API (OpenMind/OM1 + org repo metadata), read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"token_transfer_permissionlessness","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Standard capped ERC-20; no stated transfer restrictions","source":"Openmind docs + our supplyType:capped record","self_reported":true},"independent":{"value":"Confirmed permissionless at the token-transfer layer: the Etherscan-verified ROBO contract is a plain OpenZeppelin ERC-20 + ERC20Permit + Ownable with NO pause, NO blacklist/allowlist, and NO fee-on-transfer / tax hook; the full function set is name/symbol, EIP-712 permit plumbing, burn (holder self-burn), restoreSupply (owner re-mint to cap), updateNameAndSymbol (one-time), and view getters. Transfers cannot be frozen or censored by the owner. The residual owner powers are supply-side (restoreSupply) and cosmetic (already-spent name change), and the owner has NOT renounced (still EOA 0x3f68...8135).","source":"Etherscan getsourcecode on 0x32b4d049fe4c888d2b92eecaf729f44df6b1f36e + coldstart admin_functions read (['ownable'], pausable not present), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"}],"facts":[]}},"openserv":{"title":"OpenServ","token":"SERV","category":"agent","freedomScore":2.4,"returnsScore":3.4,"freedomGrade":"F","returnsGrade":"F","url":"https://ownyourmind.ai/projects/openserv/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"max_supply_fixed","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"1,000,000,000 SERV total/max; ~77% circulating","source":"OpenServ tokenomics + CoinGecko, transcribed to our tokenomics.supply","self_reported":true},"independent":{"value":"On-chain total = max = 1,000,000,000 SERV (CoinGecko + Blockscout + RPC). The verified OpenServ contract has NO mint or _mint function and is NOT a proxy, so supply is fixed by immutable deployed code (no dilution path). The token does carry a transfer-tax mechanism (see the censorship anchor), which does not change max supply.","source":"CoinGecko + Blockscout + Etherscan-verified OpenServ contract (0x40e3d1a4...8042, non-proxy) on Ethereum, via the coldstart evidence run 2026-08-10"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"token_holder_distribution","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"fair-launch elements; ~23% of supply locked on-chain via Sablier; team/treasury vesting to Feb 2027","source":"OpenServ tokenomics + review freedom_score (token_distribution_fairness 7/15)","self_reported":true},"independent":{"value":"On-chain holder distribution is genuinely broad: 6,635 holders; top-10 concentration 40.77% raw but only 9.81% after excluding infrastructure. The infrastructure in the top holders is exactly the claimed structure: SablierV2 Lockup NFTs (13.00% + 10.00% = on-chain team/treasury vesting streams), a TokenBridge (8.65%), and a UniswapV3 pool (2.35%). The largest genuine (non-infra, non-insider) holder is 1.37%; the only Safe is 0.81%. Insider-Safe share is ~0%.","source":"Blockscout top-holders (labelled + infra-classified) on the canonical Ethereum SERV contract, via the coldstart evidence run 2026-08-10"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"token_contract_admin_surface","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"prior review evidence: 'the ERC-20 carries buy/sell fee mechanics. Only the token transfer layer is meaningfully permissionless.'","source":"OYM research freedom_score.censorship_resistance (pre-2026-08-10 evidence text)","self_reported":false},"independent":{"value":"The transfer layer is NOT permissionless: the verified OpenServ contract has an owner-gated blacklist (BlackListAddress(address,bool) external onlyOwner; _transfer reverts 'Address is blacklisted' for a blacklisted recipient), so the owner can freeze any address from receiving SERV. It also charges an ACTIVE 5% buy / 5% sell tax (buyTotalFees = sellTotalFees = 50, i.e. 5.0%, setFees onlyOwner capped at 5%, 100% routed to treasury). owner() is a Gnosis Safe multisig (has contract code), not a single EOA, and the contract is non-upgradeable.","source":"Etherscan-verified OpenServ contract source + ABI + owner eth_getCode on Ethereum, via the coldstart evidence run 2026-08-10"},"assessed_date":"2026-08-10","severity":"medium"},{"metric":"published_audit","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"OpenServ publishes no audit report and makes no audit claim we could source to the project.","source":"OpenServ (none published)","self_reported":false},"independent":{"value":"CertiK Skynet lists OpenServ and records \"CertiK Audit: No\" and \"3rd Party Audit: No\".","source":"CertiK Skynet project page for OpenServ (skynet.certik.com/projects/openserv)"},"assessed_date":"2026-08-16","severity":"medium"}],"facts":[]}},"ora":{"title":"Ora Protocol","token":"ORA","category":"other","freedomScore":4.8,"returnsScore":4.2,"freedomGrade":"D","returnsGrade":"D","url":"https://ownyourmind.ai/projects/ora/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"333.33M stated fixed supply (no figure previously recorded in this dataset)","source":"ORA (333M fixed-supply design)","self_reported":true},"independent":{"value":"333,333,333 ORA on-chain total","source":"Ethereum ERC-20 0x3333...3333 total_supply via Blockscout (wired data_sources anchor)"},"assessed_date":"2026-06-13","severity":"info"},{"metric":"holder_concentration","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"community-first launch (100% float to community); only ~16.9% circulating; remaining allocation undisclosed; ~$23M VC raise","source":"OYM editorial (ora.mdx) — distribution scored 7/15","self_reported":true},"independent":{"value":"Ethereum ORA top-10 holders = 94.7% raw; infra-excluded (the LayerZero OFT adapter) still 81.4% of supply. 50.1% sits in two Gnosis Safe multisigs (0x8Eb8… 27.1% + 0x5e546… 23.0% — team/treasury/foundation); the funding-trace then resolves the third-largest holder, a 26.3% EOA (0x8520…), to Safe-funded (from:SafeProxy), so it too is insider — lifting insider concentration to ~77%. The launch FLOAT may have been community, but the SUPPLY is ~77% insider-controlled (D0). This answers the score's 'where is the other 83%?'.","source":"Blockscout token holders (eth.blockscout.com) via the coldstart holder-source, 2026-08-10"},"assessed_date":"2026-08-13","severity":"medium"},{"metric":"fixed_supply_immutability","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"333,333,333 ORA, fixed","source":"ORA publishes no reachable tokenomics page (docs.ora.io is NXDOMAIN, www.ora.io is silent on the token), so this claim has no first-party publication to cite; the figure is read from the deployed contract only.","self_reported":true},"independent":{"value":"Confirmed, and stronger than 'fixed' usually means. The runtime checks are independent of the published source: both EIP-1967 slots read zero, so the token is not behind a proxy and its logic cannot be replaced; owner(), getOwner(), hasRole(), DEFAULT_ADMIN_ROLE(), MINTER_ROLE(), minter() and paused() all revert, so there is no owner, no role admin, no minter and no pause; and totalSupply() returns exactly 333,333,333000000000000000000, matching the TOTAL_SUPPLY constant. The verified source carries no mint function at all: ORACoin is ERC20Permit plus ERC20Burnable, and the only _mint calls are the four in the constructor, closed by assert(totalSupply() == TOTAL_SUPPLY). Supply can fall through burns and cannot rise.","source":"Ethereum RPC eth_call and eth_getStorageAt against 0x33333333FEde34409Fb7f67c6585047E1F653333; Etherscan verified source for ORACoin (solc 0.8.22), 2026-08-16"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"token_freeze_authority","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Permissionless token","source":"ORA publishes no reachable tokenomics page (docs.ora.io is NXDOMAIN, www.ora.io is silent on the token), so this claim has no first-party publication to cite; the figure is read from the deployed contract only.","self_reported":true},"independent":{"value":"Confirmed at the token layer. The verified source contains no blacklist, no pause modifier, no Ownable and no AccessControl, and the deployed contract reverts on every corresponding call. Nobody can freeze, seize or claw back an ORA balance, and nobody can replace the logic that would allow it, because the contract is not upgradeable. This is a narrower finding than network-level censorship resistance: ORA's inference runs off-chain and is not covered by it.","source":"Ethereum RPC control-surface probe against 0x33333333FEde34409Fb7f67c6585047E1F653333 + Etherscan verified source, 2026-08-16"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"documentation_host_availability","assessment_level":"onchain-reconciled","verdict":"outdated","claim_holds_up":false,"reported":{"value":"Published documentation and research","source":"OYM editorial (ora.mdx), open-source scored 10/15","self_reported":false},"independent":{"value":"The documentation host no longer exists. docs.ora.io returns NXDOMAIN from Google Public DNS (8.8.8.8), Cloudflare (1.1.1.1) and Quad9 (9.9.9.9), while ora.io resolves normally from the same resolvers, and Chrome fails to load it. Search engines still index docs.ora.io pages, so published links dead-end. What remains reachable is narrower than documentation: the github.com/ora-io org is live and active (the ora-agent-sdk was pushed 2026-06-24), and the blog moved from mirror.xyz/orablog.eth to paragraph.com/@orablog and still serves, though its most recent post is dated 13 January 2025. Neither carries tokenomics: the live www.ora.io homepage states nothing about supply, allocation, staking or governance, and the blog's launch-methodology post describes f(A.I.)r Launch as a product rather than ORA's own distribution. So the Etherscan-verified contract remains the only reachable first-party publication of ORA's supply.","source":"dig against 8.8.8.8 and 1.1.1.1 for docs.ora.io with ora.io as control; https://www.ora.io/ page read, 2026-08-16"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"published_audit","assessment_level":"onchain-reconciled","verdict":"understated","claim_holds_up":false,"reported":{"value":"Audit reports published","source":"ORA GitHub org (ora-io)","self_reported":true},"independent":{"value":"Confirmed, and it corrects us rather than ORA. The repository ora-io/audit-report-staking contains ORA_staking-contract_audit_report_2024-07-13.pdf: a Salus Security review of ORA's staking contract at version v5, commit f4ddf14, engagement logged across 21 June to 13 July 2024. It reports 2 high-severity, 3 medium-severity and 6 low-severity issues, with 11 findings marked Resolved, 1 Mitigated and 1 Acknowledged. The audited source sits alongside it in ora-io/staking-contract-audit. The scope is the staking contract only: no published audit was found for the opML or OAO core, and the ORA token contract itself needs none, since it is an unmodified OpenZeppelin ERC20Permit/ERC20Burnable with no admin surface.","source":"GitHub API for the ora-io org + the audit PDF pulled and read from ora-io/audit-report-staking, 2026-08-16"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"governance_venue","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"ORA documentation describes governance utility for the token.","source":"ORA documentation","self_reported":true},"independent":{"value":"No Snapshot space exists for ORA. Querying the Snapshot Hub GraphQL API for ora.eth, oraprotocol.eth and ora-io.eth returns an empty result, and a name search surfaces no ORA space. Snapshot is the default venue for off-chain token-holder voting, so its absence is a meaningful negative for a project whose token is documented as having governance utility.","source":"Snapshot Hub GraphQL API (hub.snapshot.org/graphql)"},"assessed_date":"2026-08-16","severity":"medium"}],"facts":[]}},"origintrail":{"title":"OriginTrail","token":"TRAC","category":"other","freedomScore":6,"returnsScore":6.6,"freedomGrade":"C","returnsGrade":"C","url":"https://ownyourmind.ai/projects/origintrail/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"500,000,000 TRAC fixed max supply, zero inflation, no emissions, vesting complete (best supply profile in DeAI)","source":"OriginTrail / OYM editorial (origintrail.mdx, frontmatter maxSupply)","self_reported":true},"independent":{"value":"500,000,000 TRAC total supply on Ethereum mainnet","source":"Ethereum mainnet TRAC ERC-20 0xaa7a9ca87d3694b5755f213b5d04094b8d0f0a6f total_supply via public Blockscout API"},"assessed_date":"2026-06-25","severity":"info"},{"metric":"minting_disabled","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"500M fixed cap; zero inflation; no emissions; no token printing","source":"OriginTrail / OYM editorial (origintrail.mdx)","self_reported":true},"independent":{"value":"TRAC (TracToken, Ethereum 0xaa7a…) is a 2018 OZ MintableToken whose mint() is gated by canMint (require !mintingFinished); mintingFinished() reads true on-chain, so minting is permanently disabled and no code path can raise the 500M total. Transfers themselves require mintingFinished, corroborating the flag.","source":"Ethereum RPC eth_call mintingFinished() = 0x…01 + Etherscan-verified TracToken source, 2026-08-10"},"assessed_date":"2026-08-10","severity":"info"},{"metric":"core_open_source","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"core DKG software open-source; active development (DKG V10 mainnet, late June 2026)","source":"OriginTrail GitHub + review mdx","self_reported":true},"independent":{"value":"TracToken contract source-verified on Etherscan; github.com/OriginTrail/ot-node Apache-2.0, not archived, 234 stars. Active development in OriginTrail/dkg (V10, 2026).","source":"Etherscan getsourcecode (verified) + GitHub API via the coldstart run, 2026-08-10"},"assessed_date":"2026-08-10","severity":"info"},{"metric":"holder_concentration_infra_excluded","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"50% ICO public; ~23% insider fully vested; ~89% circulating; moderate concentration (Token Distribution 11/15)","source":"OriginTrail tokenomics + OYM editorial (origintrail.mdx)","self_reported":true},"independent":{"value":"Ethereum TRAC top-10 holders = 51.6% raw, but ~24.8pp is infrastructure — a staking-hub proxy (EternalStorageProxy 12.9%), a bridge/deployment proxy (L1ChugSplashProxy 7.1%), other proxies, and Kraken. Infra-excluded top-10 is ~28% of total (~32% of circulating) = D1 'moderate' under the rubric, consistent with the claimed moderate/vested distribution. The only real-holder concentration is two large unlabelled EOAs (12.0%, 8.2%); it does not reach D0 (>50%).","source":"Blockscout token holders (eth.blockscout.com) via the coldstart holder-source, 2026-08-10"},"assessed_date":"2026-08-13","severity":"info"}],"facts":[]}},"peaq":{"title":"peaq","token":"PEAQ","category":"other","freedomScore":5.3,"returnsScore":4.8,"freedomGrade":"D","returnsGrade":"D","url":"https://ownyourmind.ai/projects/peaq/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"gross_fees","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"$163.6K annualised L1 transaction fees (our figure, peaq chain explorer, 2025-12-31)","source":"peaq L1 chain explorer (our usage_metrics.revenue_annual_usd)","self_reported":false},"independent":{"value":"Three sources, and the ordering is the finding. Token Terminal reads ~$100K of chain fees all-time and ~$19K over the trailing twelve months, peaking near $19.7K in a single month in March 2025 and down to ~$236 in August 2026. Our own EVM sampling reads on the order of 10^5 PEAQ a year, roughly $1,500, which is somewhere around a tenth of the Token Terminal figure. That ratio is the useful part even at low precision: the Substrate leg our EVM read cannot see carries the large majority of peaq's fees, which is consistent with DePIN traffic settling as extrinsics. DeFiLlama's chain#peaq adapter reads ~$177 a year equivalent and is the outlier by three orders of magnitude; it is not usable and is not used. Our figure is deliberately quoted as an order of magnitude: EVM activity here is bursty enough that independent runs of the sampler returned 62K, 91K and 250K PEAQ a year depending on whether a window caught a burst.","source":"Token Terminal peaq financial statement (monthly fees, Nov 2024 to Aug 2026), cross-read against the OYM EVM gas sampling (scripts/refresh-peaq-fees.ts)"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"app_layer_fees","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No separated figure is published.","source":"peaq (none published)","self_reported":false},"independent":{"value":"MachineX, the busiest application on peaq, bills roughly $62,000 a year at its current run-rate, down from a peak month of $166,363 in October 2025. That is an order of magnitude more than the chain itself earns in gas, and it accrues to MachineX rather than to PEAQ holders.","source":"DeFiLlama machinex-cl fees adapter (430-day daily series)"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"peaq public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/peaqnetwork org carries 100 public repositories; the core peaq-network-node (the Substrate/Polkadot parachain node) is Apache-2.0, 81 stars, not archived, pushed 2026-07-20. The chain node and pallets are public under a permissive licence.","source":"GitHub API (peaqnetwork org + peaq-network-node), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"validator_set_and_selection","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Stake-backed validator selection with validator skin in the game","source":"peaq docs, Tokenomics page","self_reported":true},"independent":{"value":"The set is small and the selection is not currently a contest. Session.Validators holds 33 active validators, ParachainStaking.CounterForCandidatePool holds 33 candidates, and MaxSelectedCandidates is 42, so every candidate that exists is selected and the 'only those with enough backing' filter does not bind on anyone today. Stake behind those 33 is concentrated: the largest holds 14.2% of total backing, three reach a third, five reach half, and the top ten hold 74.8%. Skin in the game is thin in the literal sense: TotalCollatorStake splits as 2,264,713 PEAQ posted by validators against 1,222,689,348 PEAQ delegated, so validators put up about 0.18% of the stake standing behind them.","source":"peaq Substrate RPC (peaq.api.onfinality.io) state_getStorage: Session.Validators, ParachainStaking.TopCandidates / CounterForCandidatePool / MaxSelectedCandidates / TotalCollatorStake, 2026-08-16"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"nakamoto_coefficient_claim","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"Highest Nakamoto Coefficients in the industry","source":"peaq docs, Tokenomics page","self_reported":true},"independent":{"value":"Not supported on the layer peaq operates. Taking the Nakamoto coefficient in its usual sense, the smallest number of entities that must collude to control a subsystem, peaq's block production sits at 3: three validators hold a third of total backing and five hold half. That is the lowest figure this corpus has measured for a block-production or voting layer. Measured the same way in the same week, Oasis needs seven entities to reach a third of active escrow, and Flux needs eleven distinct producers to reach half its blocks. The claim is defensible only if it is read as being about the Polkadot Relay Chain's validator set, which peaq buys Coretime from and does not itself operate; peaq's own consensus layer is the one measured here.","source":"peaq Substrate RPC (peaq.api.onfinality.io) ParachainStaking.TopCandidates stake distribution, 2026-08-16; compared against OYM in-corpus measurements for Oasis (nexus.oasis.io validator escrow) and Flux (explorer.runonflux.io block producers), both 2026-08-16"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"chain_tvl","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No chain-TVL figure is published by the project.","source":"peaq (none published)","self_reported":false},"independent":{"value":"$568,647 total value locked across peaq chains.","source":"DeFiLlama /v2/chains"},"assessed_date":"2026-08-16","severity":"info"}],"facts":[{"metric":"defillama_peaq_fees","assessment_level":"onchain-reconciled","kind":"measured","flag":"undercount","positive_control":false,"severity":"high","detail":"DeFiLlama peaq fee adapter reports $114 all-time gross fees; Token Terminal (Fresh, Jun 10 2026) shows ~$99K all-time. DeFiLlama undercounts peaq by ~850x - do not use it for peaq.","assessed_date":"2026-06-12"}]}},"phala":{"title":"Phala Network","token":"PHA","category":"compute","freedomScore":5.5,"returnsScore":5,"freedomGrade":"C","returnsGrade":"D","url":"https://ownyourmind.ai/projects/phala/","integrity":{"assessment_level":"api","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"onchain_revenue","assessment_level":"api","verdict":"outdated","claim_holds_up":false,"reported":{"value":"No on-chain revenue we assert for the current L2; project markets ~$2M ARR (off-chain Cloud)","source":"Phala (self-reported, off-chain Cloud)","self_reported":true},"independent":{"value":"Legacy Polkadot parachain revenue ~$24K trailing-12mo at sunset; deeply loss-making (token incentives far exceed fees); no current L2 data.","source":"Token Terminal (Pro) Phala financial statement - Stale, latest Nov 18 2025; read via authenticated browser session 2026-06-12"},"assessed_date":"2026-06-12","severity":"medium"},{"metric":"max_supply_fixed","assessment_level":"api","verdict":"match","claim_holds_up":true,"reported":{"value":"1,000,000,000 PHA fixed max supply","source":"Phala tokenomics + CoinGecko max_supply, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"Confirmed fixed on the canonical Ethereum contract. PHAToken (0x6c5b...2f4e, non-proxy, Solidity 0.5.16) mints its entire supply ONCE in the constructor (_mint(msg.sender, initialSupply)) and exposes NO external/public mint function anywhere (_mint is internal, called only by the constructor). Live on-chain totalSupply = 1,000,000,000e18 exactly, matching the 1B claim and CoinGecko max_supply. The Ethereum ERC-20 carries the full canonical 1B (bridged Phala/Khala parachain PHA is lock-and-mint against Ethereum custody, not additional issuance, consistent with the ~47% infra share on the Ethereum holder list). No dilution path exists on the contract.","source":"eth_call totalSupply() on 0x6c5ba91642f10282b576d91922ae6448c9d52f4e + Etherscan-verified PHAToken source (non-proxy), read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"token_admin_surface","assessment_level":"api","verdict":"established","claim_holds_up":false,"reported":{"value":"No public claim; recorded as an on-chain custody anchor for the token layer, orthogonal to the network/agent-layer censorship_resistance score","source":"OYM WS3 coldstart evidence run (admin_functions flag)","self_reported":false},"independent":{"value":"The PHAToken ERC-20 is PAUSABLE and this is a strong lever: transfer/approve/increaseAllowance/decreaseAllowance all carry an onlyOwnerOrNotPaused modifier, so when paused EVERY holder except the owner is frozen (the owner retains transfer ability). pause()/unpause() are gated to PauserRole. Live state: paused()=false (not currently paused), owner()=0xb7687a5a3e7b49522705833bf7d5baf18aabdd2d, which is an EXTERNALLY-OWNED ACCOUNT (no code) that is also the original contract deployer, holds the PauserRole (isPauser(owner)=true) and has NOT renounced ownership. There is no per-address blacklist and no fee/transfer tax. So the token-layer lever is a global owner-carve-out pause held by a single un-renounced deployer EOA.","source":"eth_call owner()/paused()/isPauser() on 0x6c5b...2f4e + eth_getCode on the owner + Etherscan-verified source (Pausable + onlyOwnerOrNotPaused, no blacklist/fee), read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"api","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Phala public positioning","self_reported":true},"independent":{"value":"Confirmed. The Phala-Network GitHub org carries 305 public repositories; the core monorepo Phala-Network/phala-blockchain is Apache-2.0, 371 stars, not archived, and actively maintained (pushed 2026-05-15). The Rust/Substrate node, pRuntime TEE worker and Phat-contract tooling are all public.","source":"GitHub API (Phala-Network org + phala-blockchain repo), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"l2_addresses","assessment_level":"api","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"Phala publishes no address-count figure; the number came from its own explorer while that explorer had a stats API.","source":"Phala L2 explorer (surface withdrawn)","self_reported":false},"independent":{"value":null,"source":"No source exists to check. The Blockscout instance that served the stats path was replaced by a Conduit-hosted app exposing only a JSON-RPC proxy and hashed endpoints that change every deploy, and no third-party indexer covers chain 2035 (Routescan answers BLOCKCHAIN_NOTFOUND). A cumulative unique-address count is an indexer aggregate, not an RPC call, so the surviving endpoint cannot supply it. Verified absent 2026-08-14."},"assessed_date":"2026-08-16","severity":"low"}],"facts":[{"metric":"onchain_revenue_coverage","assessment_level":"api","kind":"measured","flag":"stale-cache","positive_control":false,"severity":"medium","detail":"Token Terminal s only Phala revenue data is the legacy Polkadot parachain, frozen at sunset (latest Nov 18 2025). No independent source covers the current Ethereum L2 (DeFiLlama has no Phala adapter either).","assessed_date":"2026-06-12"}]}},"render":{"title":"Render Network","token":"RENDER","category":"compute","freedomScore":3.2,"returnsScore":7.2,"freedomGrade":"F","returnsGrade":"B","url":"https://ownyourmind.ai/projects/render/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"~567.66M RENDER cross-chain total (recorded 2026-06-13)","source":"OYM research, tokenomics.supply.total_supply (cross-chain: Solana SPL + un-migrated Ethereum)","self_reported":false},"independent":{"value":"~567,664,265 RENDER cross-chain total (auto-computed: ERC-20 total + Solana SPL - Wormhole bridge lock)","source":"wired `cross_chain_total_supply` computed anchor (meta.data_sources): Ethereum ERC-20 0x6De0...eb24 total (Blockscout) + Solana SPL getTokenSupply (rndriz...HBof) - RNDR locked in the Wormhole TokenBridge (eth_call balanceOf 0x3ee1...a585)"},"assessed_date":"2026-06-13","severity":"info"},{"metric":"supply_mint_mechanics","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"~533.5M total across chains, 644M max (RNDR->RENDER migration + BME emissions)","source":"Render tokenomics + CoinGecko total/max, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"The canonical Solana RENDER SPL mint (rndrizKT3MK1iimdxRdWabcF7Zg7AR5T4nud4EkHBof, 8 decimals) reads 484,352,722.34 RENDER on-chain, a COMPONENT of the CoinGecko cross-chain total 533,532,274.56 (the ~49M difference is legacy RNDR still un-migrated on Ethereum; max 644M). mintAuthority is SET to a program-controlled PDA (owner program circiqFCstNzaFBji1udQ6txgQBrn29pVSYHNJQo3wZ), consistent with Render's on-chain Burn-Mint-Equilibrium: new RENDER is minted programmatically, so supply is emission-driven, not a fixed cap.","source":"Solana getTokenSupply + getAccountInfo (mintAuthority + owner program) on the RENDER SPL mint, read 2026-08-12; cross-read vs the existing computed cross-chain total anchor"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"token_admin_surface","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No public claim; recorded as an on-chain custody anchor, orthogonal to the network-layer censorship_resistance score","source":"OYM WS3 coldstart Solana source (freeze-authority read)","self_reported":false},"independent":{"value":"The RENDER SPL mint has freezeAuthority = SET, to a PDA of program distZXJ5FYrPhjBhB5P2BQ9B2AsPzJ4TcUSz6hKssP1, and mintAuthority = SET, to a PDA of program circiqFCstNzaFBji1udQ6txgQBrn29pVSYHNJQo3wZ. So the token carries a live freeze lever. Followed one step further (2026-08-13): BOTH programs are upgradeable (BPFLoaderUpgradeable, upgrade authority present, not frozen), and both name the SAME upgrade authority, 7CVt936gVDXfKeXdRs5xcWVkrEaYGMTV3HA2K7j4Bqa7. CORRECTED 2026-08-14: that authority is a SQUADS MULTISIG VAULT, not a single keypair. It is System-Program-owned with no data, which is why an owner-and-size read mistook it for a wallet, but it is OFF-CURVE (no private key can exist for it), Solscan labels it 'Squad Vault \"render\"' with a #Squad Vault tag, and its history is vaultTransactionExecute calls. So 'program-controlled' still does not mean autonomous (the programs remain upgradeable, with no timelock), but replacing them requires the multisig's threshold, not one signature. This is the only one of the four assessed Solana natives (NOS/GRASS/AI16Z/RENDER) with a live freeze authority.","source":"Solana getAccountInfo on the RENDER SPL mint (freeze/mint authority + owner program), then getAccountInfo on each owner program -> programData upgrade authority, then account-shape classification of that authority. Read 2026-08-13."},"assessed_date":"2026-08-14","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Open-source claim to test","source":"OYM review open_source_transparency evidence","self_reported":false},"independent":{"value":"Largely CLOSED. The github.com/rendernetwork org has only 4 public repositories, and they are governance/tooling (RNPs = Render Network Proposals, a Cinema4D plugin, an advent ToS), not the rendering engine. The core render engine is OTOY's proprietary Octane software, which is not public. So the value-producing code cannot be independently audited.","source":"GitHub API (rendernetwork org = 4 public repos, all governance/plugins), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"governance_execution_authority","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Final RNP vote: 6 days, >=50% of votes cast, 15% quorum of combined RNDR+RENDER supply. Implementation by core contributors; no claim of trustless or timelocked execution.","source":"Render Network Knowledge Base, RNP system page","self_reported":true},"independent":{"value":"The vote is real and the execution layer is a multisig with no timelock. The two programs holding RENDER's mint and freeze authority are both upgradeable and both name the same upgrade authority (7CVt936gVDXfKeXdRs5xcWVkrEaYGMTV3HA2K7j4Bqa7), which is a Squads multisig vault: System-Program-owned and dataless, but OFF-CURVE, so no single private key controls it (Solscan: 'Squad Vault \"render\"', #Squad Vault; history is vaultTransactionExecute). There is no on-chain delay between a decision and a change. Render's own framing is consistent with this: they say core contributors implement, not that execution is trustless. What is absent is any disclosure of who holds the multisig, its threshold, or the controls around it, so the gap is between a documented community vote and an undocumented execution key set.","source":"Solana getAccountInfo (programData upgrade authority) on circiqFC... and distZXJ5..., read 2026-08-13"},"assessed_date":"2026-08-14","severity":"info"},{"metric":"solana_spl_supply","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Render documents the migration to Solana but publishes no per-chain supply split.","source":"Render Network migration documentation","self_reported":true},"independent":{"value":"484,343,683 RENDER on the canonical Solana SPL mint.","source":"Solana RPC getTokenSupply on the canonical RENDER mint"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"emission_perpetuity","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"Perpetual emissions, no end (RNP-001)","source":"Render RNP-001, Burn-and-Mint Equilibrium","self_reported":true},"independent":{"value":"The DEPLOYED EmissionScheduleV0 on Render's emission_distributor programme carries six steps and the last sets emissions to 0 per epoch from 2028-12-01, stepping down through 380,284/epoch (from 2026-12-01) and 335,544/epoch (from 2027-12-01) first. As deployed, emissions end.","source":"Solana programme distZXJ5FYrPhjBhB5P2BQ9B2AsPzJ4TcUSz6hKssP1, account EmissionScheduleV0"},"assessed_date":"2026-08-17","severity":"high"},{"metric":"emission_run_rate","assessment_level":"onchain-reconciled","verdict":"understated","claim_holds_up":false,"reported":{"value":"9.13M year one, 5.91M year two","source":"Render RNP emission schedule","self_reported":true},"independent":{"value":"Both figures reconcile EXACTLY against the deployed contract: 12 epochs x 760,567 = 9.13M and 12 x 492,132 = 5.91M, at a 30-day epoch. But they are the schedule leg only. The receipts show a second burn-rewards mint alongside it (190,141.75/epoch to epoch 14, then 60,000/epoch), so actual issuance is ~6.72M a year, and 23,248,298.50 RENDER has been minted across 32 epochs since 2023-11-19.","source":"Solana programme distZXJ5FYrPhjBhB5P2BQ9B2AsPzJ4TcUSz6hKssP1, 32 EmissionScheduleReceiptV0 accounts"},"assessed_date":"2026-08-17","severity":"medium"},{"metric":"operator_approval_surface","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"Permissioned operator set. Render's docs: \"To join the network as a node operator, complete the Render Network Interest Form and you will be added to the on-boarding queue. When your node is ready to be added, The Render Network Team will follow up.\" ~15,670 registered operators on Render's dashboard.","source":"Render onboarding documentation + network dashboard","self_reported":true},"independent":{"value":"No on-chain artefact exists. Both of Render's non-token Solana programmes were enumerated exhaustively (45 accounts): 32 per-epoch emission receipts, 1 emission schedule, 1 emission distributor, 4 mint circuit breakers, 5 account circuit breakers, 3 Anchor IDL accounts. Zero operator or node-registry accounts. Network::NodeOperators exists only as an emission-distribution bucket, not as a set of operators.","source":"Exhaustive getProgramAccounts over circiqFCstNzaFBji1udQ6txgQBrn29pVSYHNJQo3wZ and distZXJ5FYrPhjBhB5P2BQ9B2AsPzJ4TcUSz6hKssP1"},"assessed_date":"2026-08-17","severity":"medium"}],"facts":[{"metric":"revenue","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"Revenue is not disclosed; a previously-asserted ~$1M (burn-derived) figure and 696x P/Revenue ratio were a fabrication, removed May 2026 and now guarded by check-revenue-consistency. No revenue figure may be asserted.","assessed_date":"2026-06-08"},{"metric":"encrypted_transport","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"low","detail":"Encrypted transport for creator assets is claimed but not independently verified.","assessed_date":"2026-06-08"}]}},"sahara":{"title":"Sahara AI","token":"SAHARA","category":"data","freedomScore":3.3,"returnsScore":4.5,"freedomGrade":"F","returnsGrade":"D","url":"https://ownyourmind.ai/projects/sahara/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"10,000,000,000 SAHARA total/max","source":"OYM research / CoinGecko","self_reported":false},"independent":{"value":"10,000,000,000 SAHARA on-chain total","source":"Ethereum ERC-20 0xfdff...1111 total_supply via Blockscout (wired data_sources anchor)"},"assessed_date":"2026-06-13","severity":"info"},{"metric":"holder_concentration","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"64.25% community-weighted allocation; insider allocation the remainder","source":"Sahara tokenomics + OYM editorial (sahara.mdx) — distribution scored 7/15","self_reported":true},"independent":{"value":"Ethereum SAHARA (canonical; 10B total, BSC bridged) top-10 holders = ~82% infra-excluded, of which 46.85% sits in three Gnosis Safe multisigs (0xb9d9… 21.3% + 0xc92F… 19.75% + 0xca51… 5.8% — team/treasury/foundation) plus a single 17.2% EOA (0xfD63…). So while the ALLOCATION plan is 64% community-weighted, the current on-chain SUPPLY is concentrated (D0, top-10 non-infra >50%) in insider Safes — most community/ecosystem tokens are still locked or undistributed.","source":"Blockscout token holders (eth.blockscout.com) via the coldstart holder-source, 2026-08-10"},"assessed_date":"2026-08-10","severity":"medium"},{"metric":"mainnet_endpoint_availability","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Mainnet chain 3132023 at https://mainnet.saharalabs.ai","source":"The project's own entry in the ethereum-lists/chains registry, which powers ChainList","self_reported":true},"independent":{"value":"The registered mainnet endpoint does not exist. mainnet.saharalabs.ai returns NXDOMAIN from Cloudflare (1.1.1.1), Google (8.8.8.8) and Quad9 (9.9.9.9), and the registry entry lists an empty explorers array, so there is no public block explorer either. The control condition is decisive: testnet.saharalabs.ai, on the same domain and the same naming pattern, resolves and serves, returning chainId 0x4c7e1 (313313) and block 0xa9ac47 (11,124,807), with testnet-explorer.saharalabs.ai also resolving. So the testnet is live and reachable while the mainnet host is absent; this is not a domain-wide or resolver-side failure. Five months after our March 2026 note that mainnet was 'imminent', the published mainnet endpoint still does not resolve.","source":"dig against 1.1.1.1, 8.8.8.8 and 9.9.9.9 for mainnet.saharalabs.ai with testnet.saharalabs.ai as control; live JSON-RPC eth_chainId and eth_blockNumber against the testnet; ethereum-lists/chains registry entry for 3132023, 2026-08-16"},"assessed_date":"2026-08-16","severity":"high"},{"metric":"published_audit","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Sahara publishes no audit report and makes no audit claim we could source to the project itself.","source":"Sahara (none published)","self_reported":false},"independent":{"value":"CertiK Skynet lists Sahara AI and records \"Not Audited By CertiK\" and \"3rd Party Audit: No\", with the Audits section reading \"Not Available\". The Skynet score it does carry (88.71, AA) is continuous monitoring, not an audit with findings, and the two must not be read as the same thing.","source":"CertiK Skynet project page for Sahara AI (skynet.certik.com/projects/sahara-ai)"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"privacy_guarantee_auditability","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"TEE execution, differential privacy and encrypted data handling, claimed in project documentation.","source":"Sahara documentation","self_reported":true},"independent":{"value":"No attestation surface and no audit exists to check any of it against. CertiK Skynet records no audit; the data itself sits off-chain on infrastructure we cannot inspect; and Sahara publishes no TEE attestation endpoint a third party could verify against, unlike the Verifiable-ClawGuard repo which attests a different system.","source":"CertiK Skynet project page + SaharaLabsAI GitHub organisation"},"assessed_date":"2026-08-16","severity":"medium"}],"facts":[{"metric":"mainnet_status","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"Sahara Chain mainnet was targeted for Q3 2025; it is registered on ChainList with a chain ID and RPC endpoint, but operational status is disputed across sources.","assessed_date":"2026-06-08"}]}},"sentient":{"title":"Sentient","token":"SENT","category":"inference","freedomScore":4.9,"returnsScore":5,"freedomGrade":"D","returnsGrade":"D","url":"https://ownyourmind.ai/projects/sentient/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-13","emission_honesty":null,"reconciliations":[{"metric":"max_supply_fixed","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"34,359,738,368 SENT total/max (= 2^35); ~21% circulating","source":"Sentient tokenomics + CoinGecko, transcribed to our tokenomics.supply","self_reported":true},"independent":{"value":"On-chain total = max = 34,359,738,368 (2^35), confirmed via CoinGecko + Blockscout + RPC totalSupply. The current implementation SentientTokenV1 has NO public mint function (supply is set once at initialisation), so the figure is fixed by the deployed code. IMPORTANT: the token is an ERC1967 UUPS proxy, so this fixed-supply property is code-level, not immutable: DEFAULT_ADMIN_ROLE can replace the implementation (a future version could add minting).","source":"CoinGecko + Blockscout + Etherscan-verified impl SentientTokenV1 (0x9fec8725...150f) behind proxy 0x56a3ba04...af76 on Ethereum, via the coldstart evidence run 2026-08-10"},"assessed_date":"2026-08-10","severity":"info"},{"metric":"token_contract_admin_surface","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No project claim about the token contract's immutability is on record; the review scores censorship resistance at the model/inference layer (OML standard, uncensored Dobby fine-tunes), not the token contract.","source":"OYM research JSON (freedom_score.censorship_resistance evidence is model-layer)","self_reported":false},"independent":{"value":"The SENT ERC-20 is a PAUSABLE, UUPS-UPGRADEABLE contract. Implementation SentientTokenV1 exposes pause()/unpause() and _authorizeUpgrade gated by DEFAULT_ADMIN_ROLE; the admin role can freeze all transfers and replace the logic with arbitrary code (add minting, a blacklist, or balance seizure). Currently paused() = false (not paused). EIP-1967 admin slot is empty (UUPS pattern); upgrade/pause authority sits in AccessControl roles, whose current holders (top holders are multisig Safes) are not further attributed here.","source":"Etherscan-verified implementation source + EIP-1967 storage-slot reads + RPC paused() on the canonical Ethereum SENT contract, via the coldstart evidence run 2026-08-10"},"assessed_date":"2026-08-10","severity":"medium"}],"facts":[]}},"theta-network":{"title":"Theta Network","token":"THETA","category":"compute","freedomScore":5.9,"returnsScore":5.3,"freedomGrade":"C","returnsGrade":"D","url":"https://ownyourmind.ai/projects/theta-network/","integrity":{"assessment_level":"api","last_assessed":"2026-08-13","emission_honesty":null,"reconciliations":[{"metric":"chain_tvl","assessment_level":"api","verdict":"established","claim_holds_up":false,"reported":{"value":"Theta markets EdgeCloud compute (~80 PetaFLOPS, 10,000+ edge nodes) and enterprise validators; publishes no DeFi TVL figure","source":"OYM editorial (theta-network.mdx)","self_reported":false},"independent":{"value":"~$253,820 DeFi TVL on the Theta chain (as of 2026-06-25)","source":"DeFiLlama /v2/chains for [Theta]"},"assessed_date":"2026-06-25","severity":"info"},{"metric":"max_supply_fixed","assessment_level":"api","verdict":"match","claim_holds_up":true,"reported":{"value":"1,000,000,000 THETA fixed max/total supply","source":"Theta tokenomics + CoinGecko max/total, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"Confirmed fixed. The Theta chain explorer API (explorer-api.thetatoken.org/api/supply/theta) returns total_supply = 1,000,000,000 and circulation_supply = 1,000,000,000, corroborated by CoinGecko (total 1B / max 1B / circulating 1B). THETA is non-inflationary by protocol design: it is the fixed-supply governance/staking token minted in full at genesis, while TFUEL is the separate, inflationary gas token. So there is no THETA issuance mechanism.","source":"Theta chain explorer API (explorer-api.thetatoken.org/api/supply/theta) + CoinGecko total/max, read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"api","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Theta public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/thetatoken org carries 57 public repositories; the core node theta-protocol-ledger is GPL-3.0, 363 stars, not archived, pushed on the assessment date. The Go reference client and protocol are public.","source":"GitHub API (thetatoken org + theta-protocol-ledger), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"}],"facts":[]}},"vana":{"title":"Vana","token":"VANA","category":"data","freedomScore":5.9,"returnsScore":5.5,"freedomGrade":"C","returnsGrade":"C","url":"https://ownyourmind.ai/projects/vana/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"chain_tvl","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Vana markets 1.3M users and 300+ DataDAOs (Vana-reported)","source":"Vana / OYM editorial (vana.mdx)","self_reported":true},"independent":{"value":"$199,713 DeFi TVL on the Vana chain, down from $237,978 when this anchor was read on 2026-06-25 and from roughly $984,000 earlier in the year.","source":"DeFiLlama /v2/chains for [Vana] + DeFiLlama fees/vana (blockscout factory adapter)"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Vana public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/vana-com org carries 99 public repositories, permissively licensed and actively developed: vana-smart-contracts is Apache-2.0 (19 stars), personal-server is MIT (115 stars), vana-sdk is ISC, all pushed on the assessment date. The data-DAO contracts, SDK and personal-server stack are public.","source":"GitHub API (vana-com org + vana-smart-contracts / personal-server / vana-sdk), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"permission_owner_gating","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Only the data owner can create or revoke grants","source":"Vana docs, Vana L1 page","self_reported":true},"independent":{"value":"Confirmed on the deployed contract. The source-verified DataPortabilityPermissions implementation (0x1473d4c66e230fd7f8c3e48a4dfc026e259c1edf, solc 0.8.24, verified on Vanascan) gates both paths on the signer: _addPermission reverts NotFileOwner(fileOwner, signer) unless the signer owns the file being shared, and _revokePermission reverts NotPermissionGrantor(permissionData.grantor, signer) unless the signer is the account that granted it. Neither path carries a role-gated or admin override. The contract is live and used: permissionsCount() returns 136,856 grants, and revocations are exercised (at least 1,000 PermissionRevoked events, where the explorer API caps the result set).","source":"Vanascan verified source for 0x1473d4c66e230fd7f8c3e48a4dfc026e259c1edf + eth_call permissionsCount() on 0xD54523048AdD05b4d734aFaE7C68324Ebb7373eF (Vana L1, chainId 1480), 2026-08-16"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"consent_control_chain","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"Consent enforced by the chain, not by any central party","source":"Vana docs, Vana L1 page","self_reported":true},"independent":{"value":"Not supported as stated. DataPortabilityPermissions is a UUPS proxy whose _authorizeUpgrade is gated only by onlyRole(DEFAULT_ADMIN_ROLE), with no timelock, and that role is held by a single Safe v1.4.1 multisig (0x5eca5208f29e32879a711467916965b2d753baf4) with a threshold of 3 of 7. Three signatures replace the permission logic instantly, with no on-chain notice and no user exit window. This is not theoretical: the implementation behind that proxy has been replaced four times since deployment (Upgraded events at blocks 4131308 on 2025-07-24, 4426010, 4456355, 4525757 and 5363667 on 2025-10-17), and DataRegistry has been upgraded eight times, most recently at block 6519234 on 2026-01-05. Separately, both addPermission and revokePermission carry whenNotPaused, and pause() is gated on MAINTAINER_ROLE, held by a second 3-of-7 Safe (0xe6a285b08e2745ec75ed70e4fe41e61b390bbb86) that shares five of its seven signers with the admin Safe. All eight core contracts were unpaused at the time of reading.","source":"Vana L1 RPC (rpc.vana.org) EIP-1967 slots + hasRole reads on DataPortabilityPermissions 0xD54523048AdD05b4d734aFaE7C68324Ebb7373eF, DataPortabilityServers 0x1483B1F634DBA75AeaE60da7f01A679aabd5ee2c, DataPortabilityGrantees 0x8325C0A0948483EdA023A1A2Fd895e62C5131234, DataRegistry 0x8C8788f98385F6ba1adD4234e551ABba0f82Cb7C, TeePool 0x3c92fD91639b41f13338CE62f19131e7d19eaa0D, DLPRegistry 0x4D59880a924526d1dD33260552Ff4328b1E18a43, QueryEngine 0xd25Eb66EA2452cf3238A2eC6C1FD1B7F5B320490, ComputeInstructionRegistry 0x5786B12b4c6Ba2bFAF0e77Ed30Bf6d32805563A5; Safe getThreshold()/getOwners()/VERSION(); Vanascan Upgraded logs, 2026-08-16"},"assessed_date":"2026-08-16","severity":"high"},{"metric":"core_contract_control","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"Foundation stewardship, not control","source":"Vana docs / OYM editorial (vana.mdx)","self_reported":true},"independent":{"value":"Stage G0 across the whole core stack. All eight core contracts are UUPS proxies (EIP-1967 admin slot zero) and every one of them names the same 3-of-7 Safe (0x5eca5208f29e32879a711467916965b2d753baf4) as DEFAULT_ADMIN_ROLE, which is the sole gate on _authorizeUpgrade. There is no timelock anywhere in that path and no on-chain governance contract executes through it. A second 3-of-7 Safe (0xe6a285b08e2745ec75ed70e4fe41e61b390bbb86) holds MAINTAINER_ROLE (pause, parameter and trusted-forwarder updates) and shares five of seven signers with the first, so the two Safes are not separation of duties: the same three shared signers can act on both. Signer identities are not published.","source":"Vana L1 RPC hasRole + EIP-1967 slot reads across DataPortabilityPermissions 0xD54523048AdD05b4d734aFaE7C68324Ebb7373eF, DataPortabilityServers 0x1483B1F634DBA75AeaE60da7f01A679aabd5ee2c, DataPortabilityGrantees 0x8325C0A0948483EdA023A1A2Fd895e62C5131234, DataRegistry 0x8C8788f98385F6ba1adD4234e551ABba0f82Cb7C, TeePool 0x3c92fD91639b41f13338CE62f19131e7d19eaa0D, DLPRegistry 0x4D59880a924526d1dD33260552Ff4328b1E18a43, QueryEngine 0xd25Eb66EA2452cf3238A2eC6C1FD1B7F5B320490, ComputeInstructionRegistry 0x5786B12b4c6Ba2bFAF0e77Ed30Bf6d32805563A5, 2026-08-16"},"assessed_date":"2026-08-16","severity":"high"},{"metric":"revocation_pause_authority","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Revocation takes immediate effect","source":"Vana docs / OYM editorial (vana.mdx)","self_reported":true},"independent":{"value":"True today, conditional in the contract. revokePermission and revokePermissionWithSignature both carry the whenNotPaused modifier in the verified deployed implementation (0x1473d4c66e230fd7f8c3e48a4dfc026e259c1edf), and pause() is gated on MAINTAINER_ROLE, held by a 3-of-7 Safe. Three signatures suspend a user's ability to withdraw consent, for as long as the pause stands. paused() returned false on all eight core contracts when read, so the immediate-effect claim holds in the live state; the authority to suspend it exists and sits off the user's side.","source":"Vanascan verified source for 0x1473d4c66e230fd7f8c3e48a4dfc026e259c1edf + paused() reads across DataPortabilityPermissions 0xD54523048AdD05b4d734aFaE7C68324Ebb7373eF, DataPortabilityServers 0x1483B1F634DBA75AeaE60da7f01A679aabd5ee2c, DataPortabilityGrantees 0x8325C0A0948483EdA023A1A2Fd895e62C5131234, DataRegistry 0x8C8788f98385F6ba1adD4234e551ABba0f82Cb7C, TeePool 0x3c92fD91639b41f13338CE62f19131e7d19eaa0D, DLPRegistry 0x4D59880a924526d1dD33260552Ff4328b1E18a43, QueryEngine 0xd25Eb66EA2452cf3238A2eC6C1FD1B7F5B320490, ComputeInstructionRegistry 0x5786B12b4c6Ba2bFAF0e77Ed30Bf6d32805563A5, 2026-08-16"},"assessed_date":"2026-08-16","severity":"medium"},{"metric":"onchain_consent_usage","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"User-owned data with on-chain consent","source":"Vana public positioning","self_reported":true},"independent":{"value":"The consent rail carries real traffic. permissionsCount() on 0xD54523048AdD05b4d734aFaE7C68324Ebb7373eF returns 136,856 grants, and revocation is used rather than merely available (at least 1,000 PermissionRevoked events; the explorer API caps the result set, so this is a floor and not a count). For scale context, the Vana L1 itself reports 1,605,807 addresses and 72,141,399 transactions.","source":"eth_call permissionsCount() on 0xD54523048AdD05b4d734aFaE7C68324Ebb7373eF + Vanascan log and chain-stats APIs, 2026-08-16"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"chain_gas_fees","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"No protocol-revenue or fee figure is published.","source":"Vana (none published)","self_reported":false},"independent":{"value":"$2,348 in L1 gas fees over the trailing year, against $24,557 cumulative since launch and $145 in the trailing 30 days.","source":"DeFiLlama chain-fees module for Vana"},"assessed_date":"2026-08-17","severity":"info"}],"facts":[{"metric":"users","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"low","detail":"The 1.3M user figure is not fully independently verifiable; on-chain DeFi TVL on the Vana chain is ~$238K (DeFiLlama, 2026-06-25), thin relative to the claimed user base.","assessed_date":"2026-06-25"}]}},"venice":{"title":"Venice","token":"VVV","category":"inference","freedomScore":5.7,"returnsScore":6.9,"freedomGrade":"C","returnsGrade":"C","url":"https://ownyourmind.ai/projects/venice/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":{"classification":"mixed","reason":"Staking yield is paid in newly minted VVV (inflationary, owner-mint on the token contract, no hard cap) and Venice discloses this. A separate revenue-funded buyback-and-burn (monthly since Dec 2025, plus per-event burns on new subscriptions and credit purchases) offsets net supply; 33.83M VVV sits at the 0x0 burn address on-chain (2026-08-09). Net trajectory is disinflationary but the participant yield itself is emission-funded."},"reconciliations":[{"metric":"gpu_compute_sourcing","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"GPU compute drawn from Akash / Hyperbolic / Prime Intellect; provider layer permissionless","source":"Venice architecture docs + identity one-liner","self_reported":true},"independent":{"value":null,"source":"GPU-provider sourcing is off-chain; the named networks are themselves permissionless marketplaces, but Venice's specific routing split is not on-chain and was not independently rebuilt this session."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"token_weighted_governance","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"token-weighted voting for VVV holders","source":"Venice help centre / governance description","self_reported":true},"independent":{"value":"No on-chain governance: VVV mint authority and StakingV2 upgrade authority are held by a 4-of-6 Gnosis Safe v1.4.1 (0x2D8CB8DC), with no timelock and no enabled modules. No Governor, Snapshot execution, or timelock deployed.","source":"BaseScan + Base RPC (Safe getOwners/getThreshold/getModulesPaginated; VVV owner() -> StakingV2 owner() -> Safe), 2026-08-09"},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"centralised_company_disclosure","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"centralised company, not a DAO; company retains operational control","source":"Venice's own positioning","self_reported":true},"independent":{"value":"Confirmed: a 4-of-6 Safe controls emissions and staking-logic upgrades; no distributed governance exists.","source":"BaseScan + Base RPC (same control-chain trace), 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"fair_launch_no_vc","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"50% airdrop / 10% team (24mo vest) / 25% company / 10% incentive / 5% liquidity; no sale tranche","source":"Venice VVV tokenomics blog + help centre","self_reported":true},"independent":{"value":"No sale contract; issuance is owner-mint emissions on the token contract. Allocation as documented, no VC/private tranche. Company raised a Series A (July 2026) as equity, separate from token allocation.","source":"BaseScan (VVV contract owner-gated functions = mint + transferOwnership only) + documented allocation"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"holder_concentration","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"broad community distribution","source":"Venice (implied by the airdrop-led launch)","self_reported":true},"independent":{"value":null,"source":"Top-N non-infra holder share on Base was not rebuilt this session (holder-index endpoint gated). ~35M of effective supply is company treasury + staked + vesting, so circulating concentration needs the holder index to grade."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"token_layer_censorship","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"no freeze/blacklist on the token","source":"inferred from the token design","self_reported":false},"independent":{"value":"Verified VVV source exposes no pause, freeze, or blacklist function; owner-gated functions are mint + transferOwnership only, and the contract is not upgradeable (no EIP-1967 slots).","source":"BaseScan verified source + Base RPC storage slots, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"uncensored_inference","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"uncensored inference; Safe Mode off for Pro","source":"Venice product docs","self_reported":true},"independent":{"value":null,"source":"The open-weight model list is checkable via api.venice.ai/api/v1/models; content-uncensoring is a proxy/policy setting (off-chain), not rebuilt to a grade this session."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"no_server_side_storage","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"no server-side storage; local-only history","source":"Venice privacy docs","self_reported":true},"independent":{"value":null,"source":"The proxy is closed-source; no independent privacy audit exists (the third-most-requested feature). Privacy rests on architectural isolation and policy, not a cryptographic guarantee for the base modes."},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"tee_e2ee_modes","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"TEE + E2EE modes via NEAR / Phala","source":"Venice (project page pillars)","self_reported":true},"independent":{"value":null,"source":"TEE attestation is verifiable by design (a quote can be checked, as with Morpheus); the quote was not run this session."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"contracts_verified","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"contracts verified; peripheral tooling open-source","source":"Venice technical docs + GitHub","self_reported":true},"independent":{"value":"VVV token and StakingV2 both show verified source on BaseScan (Solidity 0.8.26).","source":"BaseScan getsourcecode (Etherscan v2, chainid 8453), 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"open_platform","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"open / transparent platform positioning","source":"Venice positioning","self_reported":true},"independent":{"value":"Core inference engine, proxy, and platform code are closed-source; only peripheral repos are public. Privacy claims cannot be independently verified because the proxy code is not published.","source":"GitHub org (11 public repos, none the core proxy) + Venice's own technical.open_source = false"},"assessed_date":"2026-08-09","severity":"low"},{"metric":"staking_utility","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"stake VVV -> pro-rata inference capacity + yield","source":"Venice staking docs","self_reported":true},"independent":{"value":"StakingV2 contract live on Base (UUPS proxy, 51 functions incl. stake/claim); the staking mechanism exists on-chain.","source":"BaseScan verified StakingV2 source + Base RPC, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"diem_credit_loop","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"lock sVVV -> mint DIEM ($1/day API credit)","source":"Venice DIEM blog","self_reported":true},"independent":{"value":"DIEM token + mint/escrow contracts live on Base (tracked by the DIEM mint-history index).","source":"OYM DIEM mint-history index (refresh-diem-mint-history.ts) on Base"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"token_burns","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"venicestats programmatic burn total; effective supply ~80M","source":"venicestats.com/api/metrics (third-party VVV-maximalist dashboard)","self_reported":false},"independent":{"value":"33.83M VVV at the 0x0 burn address (2026-08-09), matching within the <2% drift gate; effective supply 80.75M (on-chain totalSupply 114.57M minus burn).","source":"OYM Alchemy Base on-chain burn index (refresh-vvv-burns.ts), verified against BaseScan 0x0 balance and CoinGecko effective supply, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"uncapped_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"uncapped; effective supply ~80M; six emission cuts in 14 months","source":"Venice tokenomics FAQ + mdx","self_reported":true},"independent":{"value":"No cap() on the contract; owner-mint issuance confirmed; CoinGecko max_supply null. Live effective supply 80.75M (on-chain totalSupply 114.57M minus 33.83M burn) = CoinGecko total 80.75M.","source":"Base RPC totalSupply + burn balance + BaseScan verified ABI + CoinGecko, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"protocol_revenue_flow","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"revenue-funded buyback flow","source":"Venice","self_reported":true},"independent":{"value":"DeFiLlama reports $1,909,106 all-time and $1,896,605 in the trailing year through the open-source dimension adapter, with $616,638 in the trailing 30 days. The fees and revenue endpoints return identical figures for Venice, so there is no take-rate split to separate. This anchor read $1.43M all-time when the verdict was authored.","source":"DeFiLlama summary/fees/venice (dailyRevenue), 2026-08-02"},"assessed_date":"2026-08-16","severity":"info"},{"metric":"arr_estimate","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"~$60M ARR (third-party estimate)","source":"Yan Liberman (Delphi Ventures), May 2026 write-up","self_reported":false},"independent":{"value":null,"source":"Venice publishes no revenue. The ARR figure is a third-party extrapolation from signup pace and a 5% paid-conversion assumption; it is not auditable against any disclosed or on-chain revenue. The only directly verifiable revenue proxy is the on-chain buyback flow above."},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"liquidity_depth","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"listed on Coinbase, Binance (futures), Kraken, KuCoin, Bybit, Gate.io, OKX + Aerodrome DEX","source":"Venice market-data summary","self_reported":true},"independent":{"value":"66 tickers; Coinbase the top venue plus Aerodrome DEX depth; ~$6.4M 24h volume against a ~$555M market cap (~1.2% turnover); ~48% below ATH.","source":"CoinGecko (tickers + market_data), 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_inference_demand","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"daily LLM token throughput ~20B (Feb 2026) -> ~60B+ (May 2026); ~3.0M cumulative signups","source":"Venice's published trajectory","self_reported":true},"independent":{"value":null,"source":"Venice inference is off-chain; there is no on-chain inference counter (unlike Morpheus's LumerinDiamond), so the throughput trajectory is Venice-published and not independently rebuilt. The DeFiLlama buyback-flow ramp is a weak corroborating proxy."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"thesis_value_capture","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"monthly buyback-burns + per-event burns; 33.72M+ burned","source":"Venice","self_reported":true},"independent":{"value":"33.83M VVV at the burn address on-chain and rising; monthly buyback + per-event burn flows indexed on Base.","source":"OYM burn index (refresh-vvv-burns.ts) + BaseScan, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_fair_launch","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"self-funded; 50% airdrop; no presale/ICO/VC token allocation","source":"Venice","self_reported":true},"independent":{"value":"No sale contract; owner-mint emissions only; documented allocation with no VC/private tranche. The July 2026 Series A is company equity, not a token allocation.","source":"BaseScan verified VVV source + documented allocation, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_private_permissionless","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"no server-side storage; TEE/E2EE modes; open-weight models; permissionless API (x402/DIEM)","source":"Venice","self_reported":true},"independent":{"value":null,"source":"Privacy rests on a closed-source proxy with no independent audit; access can be gated by Venice (UK free tier blocked). TEE attestation and the model list are checkable but were not verified to a grade this session."},"assessed_date":"2026-08-09","severity":"medium"}],"facts":[]}},"virtuals":{"title":"Virtuals Protocol","token":"VIRTUAL","category":"agent","freedomScore":4.2,"returnsScore":6.9,"freedomGrade":"D","returnsGrade":"C","url":"https://ownyourmind.ai/projects/virtuals/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":{"classification":"not-applicable","reason":"Not applicable, not unassessed: Virtuals has no participant token emissions. It runs a fee model (1% trading fees) plus buyback-and-burn, so the emission-honesty question (rewards inflation-funded vs revenue-funded) does not apply. Distinct from 'not-assessed'."},"reconciliations":[{"metric":"onchain_settlement","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"on-chain agent tokenisation + settlement on Base","source":"Virtuals whitepaper / one-liner","self_reported":true},"independent":{"value":"AgentNftV2 registry and VIRTUAL token live and verified on Base; token/settlement layer is genuinely on-chain.","source":"BaseScan verified contracts + Base RPC, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"game_inference_engine","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"GAME decision-making framework / agent runtime","source":"Virtuals docs","self_reported":true},"independent":{"value":null,"source":"The GAME inference engine runs on centralised hosted servers operated by Virtuals (documented architecture, a single point of failure); it is off-chain and was not independently rebuilt this session."},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"core_contract_control","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"decentralised platform / community-governed protocol","source":"Virtuals one-liner + whitepaper","self_reported":true},"independent":{"value":"The canonical AgentNftV2 registry is a TransparentUpgradeableProxy whose ProxyAdmin (0x9988299c) is owned by a single EOA (0xc31Cf1168b2f6745650d7B088774041A10D76d55), with no timelock. That EOA can unilaterally upgrade the core agent-registry logic.","source":"Base RPC (EIP-1967 admin slot -> ProxyAdmin.owner) + BaseScan, 2026-08-09"},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"token_immutability","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"fixed, community-owned token","source":"Virtuals","self_reported":true},"independent":{"value":"Canonical L1 VIRTUAL (0x44ff86, Ethereum): ownership renounced (owner = 0x0), not upgradeable (no EIP-1967 impl slot), totalSupply fixed at exactly 1,000,000,000. The Base token is bridge-minted via the canonical Base Standard Bridge (0x4200...0010), not a discretionary team mint.","source":"Ethereum RPC (owner/totalSupply/impl slot) + Base RPC (bridge/remoteToken), 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"fair_launch_no_vc","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Fixed 1,000,000,000 supply 'minted without future inflation', allocated 60% public distribution / 5% liquidity pool / 35% ecosystem treasury, with all tokens 'fully unlocked and vested' (whitepaper tokenomics page, read 2026-08-13). No VC allocation line.","source":"Virtuals tokenomics","self_reported":true},"independent":{"value":"Allocation as documented; issuance is fixed (L1 supply renounced at 1B). Launch was a public IDO (Fjord Foundry LBP, Enjinstarter, PAID Network, Dec 2021 as PathDAO), not a private VC sale.","source":"L1 supply + documented allocation + IDO history"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"holder_concentration","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"broad public distribution","source":"Virtuals (implied)","self_reported":true},"independent":{"value":null,"source":"Top-N holder concentration across Base/L1/Solana was not rebuilt this session."},"assessed_date":"2026-08-09","severity":"low"},{"metric":"token_layer_censorship","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"no freeze/blacklist on the token","source":"inferred from the token design","self_reported":false},"independent":{"value":"L1 token ownership renounced and non-upgradeable; standard ERC-20 with no blacklist/pause path.","source":"Ethereum RPC + verified source, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"platform_censorship","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"open agent platform","source":"Virtuals positioning","self_reported":true},"independent":{"value":"The GAME Cloud is a hosted service governed by terms of service; the team controls which LLMs are available and can restrict agents at the runtime layer.","source":"Virtuals architecture docs (hosted GAME Cloud)"},"assessed_date":"2026-08-09","severity":"low"},{"metric":"agent_data_custody","assessment_level":"onchain-reconciled","verdict":"unverified","claim_holds_up":false,"reported":{"value":"agent-owned personality/memory/assets","source":"Virtuals docs","self_reported":true},"independent":{"value":"Agent personality data, voice/visual assets, and long-term memory are stored on Virtuals-hosted infrastructure (Stateful AI Runner); the token/NFT is on-chain but the agent state is custodied off-chain by Virtuals.","source":"Virtuals architecture docs"},"assessed_date":"2026-08-09","severity":"medium"},{"metric":"contracts_open_source","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"32 public repos incl. protocol-contracts (91 stars); verified contracts","source":"Virtuals GitHub + technical docs","self_reported":true},"independent":{"value":"AgentNftV2 and the VIRTUAL token show verified source on the block explorers; the protocol-contracts repo is public.","source":"BaseScan/Etherscan getsourcecode + GitHub org, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"launchpad_utility","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"bonding-curve launches + tiered system + veVIRTUAL + multi-chain","source":"Virtuals docs","self_reported":true},"independent":{"value":"The launchpad is live on-chain: 1,233 graduated/Sentient agents in the canonical AgentNftV2 registry (2026-08-09).","source":"Base RPC AgentNftV2.totalSupply, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"fee_capture_value_accrual","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"1% trading fees + buyback-and-burn (~13M VIRTUAL to burn 25 agent tokens)","source":"Virtuals docs","self_reported":true},"independent":{"value":"DeFiLlama's multi-stream adapter indexes the protocol take (the tax-manager outflow + the 1% agent-trading tax) across chains; fee capture is measurable on-chain.","source":"DeFiLlama virtual-protocol adapter, 2026-08-02"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"fixed_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"fixed 1B; ~65% circulating","source":"Virtuals tokenomics","self_reported":true},"independent":{"value":"L1 canonical totalSupply exactly 1,000,000,000, ownership renounced, not upgradeable (= CoinGecko max_supply 1B). Circulating ~657.8M (65.8%).","source":"Ethereum RPC + CoinGecko, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"protocol_revenue","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"$26M/yr (our usage_metrics); $39.5M cumulative (Virtuals self-reported, 2025)","source":"Virtuals (self-reported)","self_reported":true},"independent":{"value":"$20.7M trailing-1y / $73.1M all-time on-chain protocol revenue (DeFiLlama virtual-protocol multi-stream adapter, 2026-08-02); reconciles the self-reported annual run-rate within ~14%.","source":"DeFiLlama open-source on-chain adapter (virtual-protocol.ts), corroborated by Token Terminal coverage"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"agentic_gdp","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"\"With over 18,000 agents deployed, the Virtuals ecosystem has a total Agentic GDP (aGDP) of over $470M and growing\" (Virtuals Protocol press release, 12 February 2026).","source":"Virtuals Protocol press release issued via PR Newswire, 12 February 2026","self_reported":true},"independent":{"value":null,"source":"'Agentic GDP' is an off-chain aggregate construct, not protocol revenue and not defined against any on-chain, auditable base. It cannot be independently verified."},"assessed_date":"2026-08-13","severity":"medium"},{"metric":"liquidity_depth","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Binance, Coinbase, OKX, Bybit, Kraken + multi-chain DEX","source":"Virtuals market summary","self_reported":true},"independent":{"value":"457 tickers; real CEX plus Aerodrome DEX depth; turnover runs at a 7-day median of ~8.2% of market cap; ~89% below ATH. Volume skews to mid-tier venues (HTX, Biconomy, Toobit) alongside the majors.","source":"CoinGecko (tickers, paginated + market_chart turnover median), 2026-08-17"},"assessed_date":"2026-08-17","severity":"info"},{"metric":"thesis_dominant_launchpad","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"the leading agent launchpad; 18,000+ agents; multi-chain","source":"Virtuals","self_reported":true},"independent":{"value":"1,233 graduated/Sentient agents in the canonical Base registry (live), a large multi-chain launchpad footprint.","source":"Base RPC AgentNftV2.totalSupply, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_productive_agent_economy","assessment_level":"onchain-reconciled","verdict":"inflated","claim_holds_up":false,"reported":{"value":"a society of productive AI agents","source":"Virtuals tagline","self_reported":true},"independent":{"value":"Of 1,232 graduated agents (2026-08-10 index), 1,036 (84%) traded under $1k in 30 days (dead or near-dead), 514 (42%) had zero DEX trades, and just 3 (0.2%) traded over $1M/30d. The whole graduated set turned over $17.6M in 30 days. The live set has thinned since the June read: dead/near-dead 71% to 84%, and agents above $1M/30d 25 to 3.","source":"OYM on-chain survivorship index (src/data/virtuals-agents.json), filtered to exactly the graduated token set, 2026-08-10"},"assessed_date":"2026-08-15","severity":"high"},{"metric":"thesis_fixed_supply_value","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"fixed 1B, no VC, fee capture + buyback-burn","source":"Virtuals","self_reported":true},"independent":{"value":"L1 supply fixed at 1B and renounced; DeFiLlama-tracked on-chain fee capture ($20.7M/1y, $73.1M all-time); no VC token allocation.","source":"Ethereum RPC + DeFiLlama, 2026-08-09"},"assessed_date":"2026-08-09","severity":"info"},{"metric":"thesis_agent_usefulness","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"productive, autonomous AI agents","source":"Virtuals","self_reported":true},"independent":{"value":null,"source":"Agent output, performance, and quality are off-chain; the chain records token trades, graduation, and fees, not whether an agent does useful work."},"assessed_date":"2026-08-09","severity":"medium"}],"facts":[{"metric":"survivorship","assessment_level":"onchain-reconciled","kind":"measured","flag":"concentration","positive_control":false,"severity":"high","detail":"Of 1,221 graduated/Sentient agents on Base, 512 (42%) had zero DEX trades in 30 days; 870 (71%) traded under $1k/30d (dead or near-dead); only 25 (2%) traded over $1M/30d. Graduated-agent 30d volume $105.3M. Filtering to exactly the 1,221 graduated tokens matters: all-VIRTUAL-paired 30d volume was ~$658M (about 6x), most of which is not graduated-agent activity.","assessed_date":"2026-06-09"},{"metric":"creator_concentration","assessment_level":"onchain-reconciled","kind":"measured","flag":"concentration","positive_control":false,"severity":"medium","detail":"Excluding contract/platform founder addresses, the graduated agents trace to genuine EOA creators with moderate concentration: largest single creator 85 agents, top-10 creators 224 of 910 EOA-attributed agents (25%). 312 agents sit under contract-coded founder addresses (platform/factory defaults; one contract, 0xf66dea7b, is the registered founder for 279 agents). Those contract founders are recorded here and excluded from creator concentration - a caught aggregation artifact, not silently dropped.","assessed_date":"2026-06-09"},{"metric":"serial_creator_survival","assessment_level":"onchain-reconciled","kind":"measured","flag":"concentration","positive_control":false,"severity":"medium","detail":"Descriptive association, not causal: the largest genuine (EOA) serial creators' agents are almost entirely dead or near-dead - the 85-agent creator 99%, the 73-agent creator 100% (by <$1k/30d). EOA-creator near-dead rate 74% vs 71% overall. Whether serial launching relates to abandonment by selection, non-viability, or both is not determined, and it is not universal (some small serial creators have live agents). The chain settles that these creators' agents are inactive, not why.","assessed_date":"2026-06-09"},{"metric":"agent_output","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"Agent usage, performance and quality are off-chain; the chain records token trades, graduation and fees, not whether an agent does useful work. Survivorship here measures DEX trading liveness, not service quality.","assessed_date":"2026-06-09"},{"metric":"positive_controls","assessment_level":"onchain-reconciled","kind":"measured","flag":"concentration","positive_control":true,"severity":"info","detail":"Genuinely alive agents, recorded with equal weight to the dead-agent findings: top graduated agents by 30d volume - DEUS $17.2M, OPG $7.8M, TIBBIR $6.4M, CAS $5.2M, PEAK $5.1M; 25 agents clear $1M/30d. The network is concentrated in a small live set, not dead.","assessed_date":"2026-06-09"}]}},"walrus":{"title":"Walrus","token":"WAL","category":"storage","freedomScore":6.2,"returnsScore":5.5,"freedomGrade":"C","returnsGrade":"C","url":"https://ownyourmind.ai/projects/walrus/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-16","emission_honesty":null,"reconciliations":[{"metric":"storage_fees","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"No project USD revenue figure disclosed. Storage priced at a self-reported fixed $0.023/GB/month, paid in WAL; network ~467TB self-reported.","source":"Walrus docs + one-year review (self-reported)","self_reported":true},"independent":{"value":null,"source":"Absent - Walrus is not on DeFiLlama and no independent storage-fee aggregator covers it (verified 2026-07-02)."},"assessed_date":"2026-07-02","severity":"medium"},{"metric":"storage_used_tb","assessment_level":"onchain-reconciled","verdict":"unverifiable","claim_holds_up":false,"reported":{"value":"~467TB unencoded whole-network total (Walrus one-year review).","source":"Walrus one-year review (self-reported)","self_reported":true},"independent":{"value":null,"source":"None found. Third-party '2,300TB for Walrus Memory' claim is implausible (>5x the whole-network total) and excluded."},"assessed_date":"2026-07-02","severity":"low"},{"metric":"total_supply","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"5,000,000,000 WAL total supply","source":"Walrus tokenomics documentation","self_reported":true},"independent":{"value":"Confirmed. The WAL coin type on Sui mainnet (0x356a...4f59::wal::WAL, 9 decimals) reports a total supply of 4,999,929,701.36 WAL, which is 70,298.64 below the 5 billion headline, consistent with a fixed mint minus a small burn rather than ongoing issuance.","source":"Sui mainnet GraphQL (graphql.mainnet.sui.io) coinMetadata supply for the WAL coin type, 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source protocol","source":"Walrus and Mysten Labs public positioning","self_reported":true},"independent":{"value":"Confirmed and actively developed. MystenLabs/walrus is Apache-2.0, 407 stars, not archived, with 116 open issues and a push on the day of this check.","source":"GitHub API (MystenLabs/walrus), 2026-08-13"},"assessed_date":"2026-08-13","severity":"info"}],"facts":[{"metric":"storage_fee_revenue","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"Walrus is not tracked on DeFiLlama (verified 2026-07-02: api.llama.fi /summary/fees/walrus and /protocol/walrus both not-found) and no independent storage-fee aggregator covers it. Storage is priced at a self-reported fixed $0.023/GB/month, paid in WAL. No independent USD reconciliation exists.","assessed_date":"2026-07-02"}]}},"warden":{"title":"Warden Protocol","token":"WARD","category":"agent","freedomScore":4.7,"returnsScore":4.8,"freedomGrade":"D","returnsGrade":"D","url":"https://ownyourmind.ai/projects/warden/","integrity":{"assessment_level":"onchain-reconciled","last_assessed":"2026-08-17","emission_honesty":null,"reconciliations":[{"metric":"cumulative_onchain_transactions","assessment_level":"onchain-reconciled","verdict":"understated","claim_holds_up":false,"reported":{"value":"10.9M","source":"Warden 2025 report (cumulative on-chain transactions)","self_reported":true},"independent":{"value":"35-37M","source":"Cosmos RPC sampling, 180 blocks across WardenChain history since the 1 October 2025 genesis"},"assessed_date":"2026-03-06","severity":"low"},{"metric":"supply_inflation_model","assessment_level":"onchain-reconciled","verdict":"established","claim_holds_up":false,"reported":{"value":"Unlimited max supply (inflationary PoS); ~1B genesis, CoinGecko total 1B / ~250M circulating","source":"Warden tokenomics + CoinGecko total/max, transcribed to tokenomics.supply","self_reported":true},"independent":{"value":"Confirmed uncapped and actively inflating, on the CANONICAL native leg. WardenChain is a Cosmos-SDK chain (with EVM compatibility), so the base staking denom `award` is read via the Cosmos bank module: onchain_total_supply = 1,052,451,039 WARD (18 decimals) - ALREADY ~5.2% ABOVE the 1B genesis 'total' CoinGecko still reports. The chain's mint module reports 10.0%/yr inflation (/cosmos/mint/v1beta1/inflation = 0.10), so supply grows continuously with no cap. The Base and BSC ERC-20 contracts CoinGecko lists are minority bridge wrappers, not the canonical supply.","source":"Cosmos LCD /cosmos/bank/v1beta1/supply/by_denom?denom=award (18 decimals) + /cosmos/mint/v1beta1/inflation on WardenChain via the keyless cosmos.directory REST proxy, read 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"open_source_footprint","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Open-source core stack","source":"Warden public positioning","self_reported":true},"independent":{"value":"Confirmed. The github.com/warden-protocol org carries 38 public repositories; the core chain monorepo warden-protocol/wardenprotocol is Apache-2.0, 2,162 stars, not archived, pushed within days of assessment. The Cosmos-SDK chain, modules and tooling are public under a permissive licence.","source":"GitHub API (warden-protocol org + wardenprotocol repo), 2026-08-12"},"assessed_date":"2026-08-12","severity":"info"},{"metric":"onchain_governance_activity","assessment_level":"onchain-reconciled","verdict":"match","claim_holds_up":true,"reported":{"value":"Warden documents token-holder governance on WardenChain.","source":"Warden Protocol documentation","self_reported":true},"independent":{"value":"Five proposals in the x/gov module through March 2026: three upgrade proposals (v0.7.2, v0.7.4, v1.0.0) and a transaction-fee increase passed; proposal 4, \"Set Fixed 3% Inflation Rate\", was rejected, with opposing stake more than two orders of magnitude above the support.","source":"WardenChain LCD cosmos/gov/v1/proposals (warden-api.polkachu.com)"},"assessed_date":"2026-08-16","severity":"medium"}],"facts":[{"metric":"agent_runs","assessment_level":"onchain-reconciled","kind":"limit","flag":"unmeasurable","positive_control":false,"severity":"medium","detail":"The 60.4M 'agent runs' headline is dominated by off-chain activity with no independent analytics coverage; the off-chain portion cannot be independently confirmed.","assessed_date":"2026-03-06"}]}}}}