Allo.Capital March 2025 Update
Allo! We’re summoning the capital allocation layer of the tokenized internet.
By Owocki, Reeeee, Fire Eyes (James Waugh)
TLDR
• Allo.Capital is building a decentralized capital allocation layer for the tokenized internet, focused on revenue-generating projects.
• We’re funding and testing four DAO design proposals (Raids/Guilds, Cookie Jar, Futarchy, and Allo.Pool.Net) using proceeds from their Patron NFT sale (13.37 ETH so far).
• Near-term goals include establishing revenue-generating initiatives through “raids” (focused project teams), building the onchain capital allocation category, and creating a DAO structure that systematically supports revenue generation.
Why Allo.Capital?
At its core, capital allocation is about moving resources towards the most impact, whatever impact means to the capital allocator. Unlike traditional finance, which channels money through rigid, extractive conduits, Allo.Capital envisions a world of onchain capital which creates abundance built on mutual commitment, shared stewardship, and decentralized resource pooling.
Our mission is to fund what matters—by decentralizing capital allocation, innovating funding mechanisms, sustaining a self‑funding treasury, and establishing category leadership in this new frontier.
Our Goals for the next 5 months (until devconnect)
Primary Goals
- Focus on revenue generating builds, don’t let it get too meta until we have market traction.
- Create a DAO structure that systematically focuses resources on revenue generating builds
Secondary Goals
- Build the category (onchain cap Allo) and Allo.Capital as an upstanding category player.
- Empower allominati (the protodao) to do above and also do this ourselves
- Manage our cash/resources along the way
By pursuing these goals, we’re building a revenue throughline to the category + building a DAO structure that systemically supports the generation of revenue within that category. Here’s a visual of what that looks like:
DAO DESIGN UPDATE
The team has been hard at work evaluating the proposals submitted. We’re happy to report that a few standout ideas have emerged, and we expect to start testing some of them in the next few weeks. Our plan is to take the top DAO design proposal to execute on and continue to align on themes and phases for others.
Many of the proposals directly discussed some possible structures of Allo.Capital Proto DAO itself rather than a small-scale conductable experiment within Allo.Capital; these proposals haven’t been forgotten and will be revisited as the summoning of Allo DAO continues.
Each of the following proposals were selected for the next round of DAO design, which we expect will run from now until August. We will plan to fund these projects with the pool of money from the Allo Patron sale (13.37 ETH so far), divided equally amongst the projects. The impact that we believe these tests will have were outlined in the proposals themselves and we’re looking to evolve these further alongside the groups mentioned below.
Raids Evolving into Guilds – From Short‑Term Experiments to Ongoing Networks
- Mechanism: Our initial RAIDS experiments will follow the proposal’s path - with outlined goals, contributors, and timeframes in which to achieve success shared with the community. We’ll be sharing more on the BD raid here in the forum shortly.
Cookie Jar – Continuous Research Funding
- Mechanism: Research funds flow automatically into a “cookie jar” contract from Allo.Capital. Approved researchers withdraw a fixed amount periodically.
Futarchy: Let the Markets Decide - DAO Design Proposals - 
Allo.Capital
- Mechanism: PASS FAIL tokens that will allow us to conduct a Futarchy experiment on impact and funding allocation.
DAO Design Contest: Prediction-Markets based DAO governance
- Mechanism: Utilizing betting credits to allow allocators to predict the highest impact funding mechanism.
Allo.Pool.Net: Decentralized pooling and exchange for community-driven liquidity
- Mechanism: Create commitment-back liquidity pools where USD and Allo.Capital steward vouchers are deposited then withdrawn/traded against based on individual contribution.
First Steps: Raids in Action
We would like to structure initiatives as RAIDS , which we’ll be trialing in a pared-down version to start.
- This will be the inaugural Allo.Capital Summoners Raid – a focused, hands-on project to put a new framework to the test.
- As mentioned we have already formed a BD raid, consisting of Ben, Sejal, Carl, Rena and Owocki - which is focused on revenue-generating builds. We are starting by investigating the capital allocation friction points of allocators in various ecosystems and using the interviews to inform on builds and other research to be brought into the community.
The Patron NFT Sale
We also want to give a big shoutout to everyone who’s been part of the Allo Patron NFT sale. It’s been so much fun engaging with our early supporters through this process! The Patron sale wasn’t just about minting an NFT; it became a way for like-minded folks to come together early, show support, and start jamming on ideas.
The energy from our Patron holders has been amazing – from lively discussions in Telegram to creative suggestions on the forum, you all have made the early days of Allo.Capital both productive and enjoyable.
Here are some stats on the sale progress so far. (all of these proceeds will go to the protoDAO).
https://dune.com/allo_capital/patron-nft
What Do?
There’s a lot happening, and now is the perfect time to plug in and participate. Here are a few ways to get involved right away:
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Join a Raid: Want to get your hands dirty? Keep an eye on the Raids (like Travis’s pilot and the upcoming frameworks raid). We’ll post opportunities to contribute – whether it’s testing a prototype, providing feedback on a model, or helping with an analysis. Keep an eye on the Allominati Telegram Channel if you’re a NFT holder or have submitted a DAO Design proposal to participate when they launch.
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Contribute Your Ideas: If you have a proposal or concept in mind for how to allocate funds more effectively, let’s hear it! You can write up a quick post outlining the idea or even formally propose it as an RFP for a future Raid. Likewise, if you have feedback on any of our current initiatives, don’t hold back. We thrive on input and iteration, and some of our best improvements will come from community suggestions. For example, if you find a cool academic paper, a blog post about a funding experiment, or an idea brewing in another community, bring it to our attention. By scouting out in the world and sharing back, you play a key role in expanding our collective intelligence and support Allo.Capital by ideating on revenue generating builds and research. You can also take a look at our current RFP backlog to see if there are any builds that pique your interest.
These early days are when ideas turn into pilots, and pilots turn into the foundations of something much bigger. So whether you’re a researcher, a builder, a funder, or just a curious thinker, now’s the time to jump in and help shape the future of on-chain capital allocation. Let us know what you think, share your feedback, and don’t hesitate to reach out with questions or new ideas.