Network Coherence through Impact Metrics (TVF, etc.)
1 line TLDR
Lets track the Total Value Flowed (TVF) through the Allo builder network and focus on increasing it together.
3 line TLDR
Clearly defined impact metrics can help our network achieve coherence and strategic alignment.
Total Value Flowed (TVF) is a concrete, immediate metric example for driving capital allocation in the short term.
TVF is not perfect and not advisable medium/long term. TVF, like any metric, should evolve over time to maintain effectiveness and prevent gaming.
Overview
I recognize that our network is still exploring ways to cohere effectively. We are still looking for ways to cultivate coherence, clarity, and proactive collaboration across the entire network. One powerful method for creating greater coherence is through clearly defined impact metrics which we define as a means of tracking/ranking/rewarding Allo ecosystem builders.
Using impact metrics as decision-making tools can align individual actions with collective goals, fostering momentum and more effective collaboration. One such metric we could immediately explore is “Total Value Flowed” (TVF), though other meaningful metrics may also emerge as valuable indicators.
Why Metrics Matter
Shared Understanding: Metrics create a common language, helping everyone clearly understand priorities and collective impact.
Focus: Metrics create alignment and focus around the things that drive them.
Motivation and Alignment: Clear metrics motivate stakeholders by directly linking their actions to network success.
Transparency and Accountability: Metrics make decision-making transparent and encourage accountability across our entire community.
Potential Metric: Total Value Flowed (TVF)
See Allo’s Total Value Flowed (TVF) so far in this data dashboard. (which is still WIP, thx Umar!)
What do i like about TVF?
Concrete and Actionable: TVF directly tracks the actual capital movement within our network, providing an objective measure of impact.
Strategic Clarity: Emphasizing TVF will help steer efforts towards initiatives that actively drive capital flow.
Immediate Focus: TVF provides a simple, immediate guideline that stakeholders can follow to reduce confusion and align their actions effectively.
Reductionist Nature: TVF alone does not capture the plurality, diversity, and beauty of the entire design space and could inadvertently exclude valuable but less measurable contributions.
Need for Complementary Metrics: Recognize the necessity of developing complementary metrics to capture qualitative aspects such as innovation, creativity, and community engagement.
Implementing TVF in Q2 2025
Integrations: Collaborate with Paul to integrate TVF into the conviction voting system, rewarding projects based on measurable capital flow.
Explore what future retroactive airdrops measured on TVF would look like.
Data-Driven Decisions: Utilize Umar’s Dune dashboard to track & visualize TVF data by mechanism, making it accessible for informed decision-making.
Cultural Shift Towards Agency:Encourage a shift from waiting for centralized instructions from Owocki to individual proactive action and entrepreneurial ambition, guided by the question: “How can we increase Allo flow?”
Exploring Additional Metrics
Hypercerts, attestations, or other proof of impact
Total Addresses Flowed (TAF)
Innovation and strategic experimentation (how do we quantify this?)
Novelty of capital allocation
Retroactive Airdrops and Alignment Incentives
We may consider using retroactive airdrops based on TVF performance to incentivize alignment.
We could adding bonuses for becoming Allo-aligned, such as allocating a portion of a project’s token supply to a future Allo Capital DAO or contributing valuable intelligence, networks, and social connections. (This Allo Aligned DAO of DAOs could be the subject of another upcoming post!)
Future Considerations
Evolving Metrics: Acknowledge that TVF and other metrics are starting points, subject to evolution to prevent gaming or misalignment (Goodhart’s Law).
Adaptive Conversations: Encourage ongoing, dynamic community discussions to continually refine and adapt our choice of metrics.
Leaderboards: Continue evolving leaderboards for the metrics people care about.
Immediate Next Steps
Gather consensus on initially adopting TVF or other preferred metrics.
Clearly integrate chosen metrics into our systems to ensure transparency and ease of use.
Promote focused energy towards these metrics within our community.
If successful, encourage continuous dialogue and reassessment of metrics
Awesome stuff, really aligned with this direction and excited to see TVF becoming a focus for network coherence.
At Regen Coordination, we’ve been developing our own approach to Total Value Flowed (TVF) — specifically through the lens of local Web3 economies. Our goal is to measure and increase how capital circulates within local communities (via local payment systems, QF rounds, community stablecoins, credit/UBI pools) rather than being extracted into fiat or centralized actors.
Tools and systems we are exploring:
Prosperity Pass: Community-issued badges and identity proofs (via Passport, Self, BrightID etc.) linked to onchain behaviors like participating in local QF rounds, using $cCOP or planting trees with Silvi.
Onchain Activity Dashboards: We’re working with Dune and Karma GAP to aggregate metrics across wallet clusters, visualize flows, and track inflows/outflows across communities.
TVF + Impact Scoring: Beyond raw capital volume, we’re designing a layered system to weight specific behaviors and flows more meaningfully (e.g. 100 $10 community donations > 1 $1,000 whale donation). These can feed into airdrops, grants, and governance rewards.
Regionalized Web3 Infra Tracking: Mapping which regions have strong local stablecoins, onramps, mutual credit systems, and enabling us to target gaps more effectively with funding and tooling support.
Case Studies in Motion:
Regen Rio de Janeiro & ReFi Mediterranean — we’re pulling onchain data from their QF rounds and running early-stage TVF analysis.
Celo Colombia & ReFi Medellin — onboarding merchants and citizens to $cCOP and tracking value flows through local Web3 rails.
Zazelenimo (Split, Croatia) — piloting a cosmo-local capital stack with a 3:1 municipal matching model for urban greening, blending Ethereum-based funding with local government capital and civic participation.
Where we see this going:
For GG24 and beyond, we aim to support a network of localized funding rounds and track TVF per region, using this as a way to prioritize matching pool capital toward high-retention, regenerative communities. We’re also be exploring pathways to integrate this with Gitcoin 3.0’s DDA model, acting as a domain allocator for Ethereum Localism & ReFi.
Would love to jam more on this and explore how the broader Allo/Gitcoin network can start adopting and iterating on these ideas together.
Thank you Kevin for opening this conversation focused on what metrics this community might center in order to intentionally move toward the impact we long for.
What I love about TVF is that I understand it as a way to promote healthy economic activity — with real potential across both IRL and onchain realms. It creates a tangible flow we can orient around.
That said, this entry has inspire me to propose a complementary impact metric — one that aims to deepen coherence and sharpen strategic alignment by recognizing the often-unseen labor and engagement that makes value creation possible. Please be introduced to Weighted Effort & Added Value Exchange (WEAVE):
TL;DR: WEAVE is a metric designed to capture the human and relational capital invested in collective work — the sweat equity behind its outcomes.
It quantifies contributions like time, care, coordination, creativity, and emotional labor through peer-validated agreements on roles, commitment, and value — using CollabBerry’s teamPoints (TPs) system as a foundation.
If TVF tells us what we achieved, WEAVE tells us what it took — and who showed up to make it happen.
WEAVE supports:
Fair recognition of effort
More intentional capital allocation
Collective learning about what’s working (or not) in how we collaborate
In short: WEAVE makes the invisible visible, helping communities value what truly sustains them.
Looking forward to explore how these metrics might interrelate to each other to get us to maximize efficacy and efficiency for our mission of Capital Allocation.
@Feems Thanks for the feedback and thoughtful questions. I’ll add clarifications at the top of the dashboard for others viewing as well.
What’s tracked and why?
The dashboard currently tracks Total Value Flowed (TVF), which represents the total amount of funding allocated by allo.capital. TVF itself is mechanism-agnostic, meaning it’s a foundational metric focused solely on quantifying how much capital moves through the system. Impact measurement—connecting these flows to specific goals or outcomes—is an important complementary step.
What data sets are used?
All transaction data is derived from onchain datasets via Dune. Specifically, the dataset includes:
Contracts from allo protocols 1 and 2, plus the helper multi-round donation contract.
Contracts are identified by tracing their creation transactions onchain.
Contracts are tagged by mechanism either based on their parent contract or, in allo 2, by inspecting the strategy address in the creation trace bytecode.
Definition of “Value Flowed”
“Value Flowed” includes all transactions where funds move out of an allo contract to a recipient. This covers both donations and distributions but excludes internal transfers.
Exclusions and edge cases
Cancelled rounds (no onchain record): Excluded, as no funds actually flow into allo contracts.
Funds sent but never distributed: Excluded, as no outflow occurs.
Funds sent then returned: Included as TVF (currently counted as outflow). This scenario merits additional consideration and potential separate handling if it’s something which has happened in reality.
Relationship to outcomes or impact
From my perspective, TVF is an initial metric—“how much has been allocated?” Impact metrics—“how effectively has this capital been allocated?”—are also crucial and valuable for further analysis and discussions.
So the contracts are pulling activity from Gitcoin? Maybe what’s still a bit unclear is the actual relationship between Allo and Gitcoin, is Gitcoin acting as the OG funder here (like how EF acts as the main treasury behind its domain allocators)?
You mentioned:
“TVF is an initial metric—how much has been allocated?”
That makes sense, but for a metric like TVF to be meaningful, it has to be tied to the goals and intentions of the original funder. If the data here is coming from Gitcoin rounds, where funding comes from public donations rather than Gitcoin’s treasury then the goals, motivations, and pain points of those funders are going to be very different. Creating a blanket metric might not make sense. Which then in turn will make the value of TVF feel a bit surface-level.
For example, let’s say I donated $500K to a Gitcoin round or to a specific projects in rounds this year in the ecosystem. What would this metric actually tell me that would help me decide whether to keep funding, or not ( via rounds)?
And if Gitcoin and Allo are this closely linked, what’s the real differentiator in terms of who you’re building for? If this were a DAO, would these two be merged? Or are they heading in clearly different directions? Just trying to understand how these metrics track toward strategy vs just tracking flow. Thanks!
How key is the Allo protocol to making the aggregating of data simple? I think that’s one of the core benefits of Allo is the ease it enables to audit gather insights on data.
@afo i dont think allo protocol adds any value here. erc20 transfer events (and eth tranfser events) are already tracked on chain..
if anything putting in allo protocol specific tracking functionality adds complexity bc it means you have to build two dashboards; one for things built on allo protocol and another for everything else.
TL;DR: WEAVE is a metric designed to capture the human and relational capital invested in collective work — the sweat equity behind its outcomes.