VOID
Everyone counts what launches on NEAR. VOID counts what survives.
Across both chapters: A growth bet, not yet a durability bet.
DAOs: Improving, not yet compounding. The direction is right but the base is thin: this supports a growth bet on NEAR, not yet a durability bet. 1,437 active, 337 still alive; 2 of 4 pre-registered claims hold. Holds: Newer cohorts survive longer (2025 cohort 38% (n=71) vs 2021 cohort 33% (n=212) alive at 12 months); Births outpace deaths (251 born vs 204 died between 2025-08-15 and 2026-08-15). Killed: Not just a graveyard (53 of 998 (5.3%) still alive; kill line 10%); Not one-hit wonders (median lifetime 3 months; kill line 6 months).
Contracts: Durable so far, direction not yet measurable. What exists is sticky, but there is not enough history to tell whether newer cohorts do better. 424 active, 240 still alive; 3 of 4 pre-registered claims hold. Holds: Not just a graveyard (133 of 310 (42.9%) still alive; kill line 10%); Births outpace deaths (117 born vs 61 died between 2025-08-15 and 2026-08-15); Not one-hit wonders (median lifetime 9 months; kill line 6 months).
The thesis
Method
Re-run it yourself
git clone https://github.com/aoyamari/void && cd void pip install -r requirements.txt python -m void dao # every Sputnik DAO + proposal, plain NEAR RPC, no key python -m void contracts # optional: contract survival via BigQuery python -m void build # recompute survival + thesis verdicts python -m http.server -d site