# Umbra (UMBRA) on 01Resolved

As of 2026-10-25: UMBRA trades at $0.4872, a premium of 155.8% to its NAV/AS of $0.1904. Total NAV is $2.26M, the monthly allowance is $100K, estimated runway is 14–23 mo. The ICO price was $0.3000 (+62.4% to the current price).

**Coverage:** Active ownership coin · **Token:** UMBRA (`PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta`) on Solana

In the project's own words: "Umbra Privacy is a Solana-based protocol designed to enable private transactions onchain. Umbra powers private swaps, transfer and enables dApps to integrate privacy directly into their user experience."

Generated from the live 01Resolved platform. Data as of 2026-10-25 03:51 UTC; figures change continuously. Use the project pages for current values and history, and the [01Resolved API](https://01resolved.com/docs) for data beyond what the pages display. Inclusion is not an investment endorsement.

- [Overview](https://www.01resolved.com/umbra/overview): market metrics, holder rankings, ICO, and token distribution.
- [Financials](https://www.01resolved.com/umbra/financials): treasury, NAV and NAV/AS history, revenues, runway, token supply, and forecasts.
- [Proposals](https://www.01resolved.com/umbra/proposals): governance proposals and decision-market analytics.

## Treasury, NAV, and runway

DAO entity figures, as shown on the [financials page](https://www.01resolved.com/umbra/financials).

| Metric | Value |
| --- | --- |
| Total NAV (net asset value) | $2.26M |
| NAV/AS (NAV per adjusted share) | $0.1904 |
| Price premium (+) or discount (-) to NAV/AS | +155.8% |
| Monthly allowance | $100K |
| Runway (excluding to including LP value) | 14–23 mo |

NAV is the value of the treasury's non-native assets. NAV/AS divides it by adjusted supply: total supply minus protocol-controlled and unvested tokens. The monthly allowance is the spending limit enforced by the treasury contract. Runway runs from non-native treasury value ÷ allowance to that plus the non-native side of LP positions; it is an estimate, not a forecast.

## Revenues and expenses

- Revenue: not yet published on 01Resolved for this project. Unavailable is not zero.
- Expenses: not yet published on 01Resolved for this project. Unavailable is not zero.

A treasury inflow is not automatically earned revenue, and a wallet outflow is not automatically an operating expense.

## Market

| Metric | Value |
| --- | --- |
| Price | $0.4872 |
| Market cap | $6.53M |
| FDV (fully diluted valuation) | $13.32M |
| Circulating supply | 13.41M |
| Total supply | 27.34M |
| Liquidity | $1.54M |
| 24h volume | $36.89K |

## ICO

| Metric | Value |
| --- | --- |
| ICO price | $0.3000 |
| ICO date (sale closed) | 2025-10-10 |
| Return from ICO price to current price | +62.4% |
| Target raise | $750K |
| Funds committed | $154.94M |
| Funds accepted | $3M |
| Contributors | 10,519 |
| Median contribution | $250 |
| Average contribution | $12.22K |

Committed funds above the target can be refunded; accepted funds are what the project kept.

## NAV/AS and price history

The last observation of each day over the past month, from the 1M NAV/AS chart on the [overview page](https://www.01resolved.com/umbra/overview). The 3M and All history is available with a free 01Resolved account.

| Day (UTC) | NAV/AS | Price | Prem/Disc |
| --- | --- | --- | --- |
| 2026-09-25 | $0.1992 | $0.2068 | +3.8% |
| 2026-09-26 | $0.1994 | $0.2232 | +12% |
| 2026-09-27 | $0.2007 | $0.2747 | +36.9% |
| 2026-09-28 | $0.1998 | $0.2430 | +21.7% |
| 2026-09-29 | $0.1999 | $0.2473 | +23.7% |
| 2026-09-30 | $0.1998 | $0.2439 | +22.1% |
| 2026-10-01 | $0.1997 | $0.2401 | +20.2% |
| 2026-10-02 | $0.1997 | $0.2401 | +20.2% |
| 2026-10-03 | $0.1997 | $0.2424 | +21.4% |
| 2026-10-04 | $0.2002 | $0.2583 | +29% |
| 2026-10-05 | $0.2011 | $0.2847 | +41.6% |
| 2026-10-06 | $0.2016 | $0.2984 | +48% |
| 2026-10-07 | $0.2008 | $0.2780 | +38.4% |
| 2026-10-08 | $0.2007 | $0.2740 | +36.5% |
| 2026-10-09 | $0.2010 | $0.2840 | +41.3% |
| 2026-10-10 | $0.2010 | $0.2840 | +41.3% |
| 2026-10-11 | $0.2010 | $0.2838 | +41.2% |
| 2026-10-12 | $0.2019 | $0.3116 | +54.4% |
| 2026-10-13 | $0.2040 | $0.3748 | +83.7% |
| 2026-10-14 | $0.2052 | $0.4057 | +97.7% |
| 2026-10-15 | $0.2042 | $0.3772 | +84.7% |
| 2026-10-16 | $0.2072 | $0.4559 | +120.1% |
| 2026-10-17 | $0.2063 | $0.4350 | +110.8% |
| 2026-10-18 | $0.2061 | $0.4273 | +107.4% |
| 2026-10-19 | $0.2006 | $0.5342 | +166.3% |
| 2026-10-20 | $0.1884 | $0.4410 | +134.1% |
| 2026-10-21 | $0.1862 | $0.3837 | +106% |
| 2026-10-22 | $0.1882 | $0.4337 | +130.4% |
| 2026-10-23 | $0.1904 | $0.4872 | +155.8% |
| 2026-10-24 | $0.1905 | $0.4923 | +158.5% |
| 2026-10-25 | $0.1904 | $0.4872 | +155.8% |

All-time discount/premium range: low -19.9% (2026-09-15), mean +114.2%, high +458% (2025-10-13).

Projected NAV/AS if monthly allowances are drawn (a model, not a forecast): 2026-11-15 $0.1820, 2026-12-15 $0.1736, 2027-01-15 $0.1651.

## Treasury composition

Treasury allocation: $2.26M, across the DAO's treasury accounts. Total NAV above applies the project's NAV methodology, so the two can differ slightly.

- **Main** (3 accounts): $1.48M, 65.88% of treasury
  - 1.19M USDC: $1.18M (79.86% of Main)
  - 300K USDv: $299.87K (20.12% of Main)
  - 1.6 SOL: $164.64 (0.01% of Main)
  - <0.01 ANTHROPIC: $2.18 (<0.01% of Main)
- **LP Positions** (1 account): $771.28K, 34.11% of treasury
  - 771.59K USDC: $771.28K (99.99% of LP Positions)
  - 0.01 SOL: $1.89 (<0.01% of LP Positions)

## Native token holdings

15.48M UMBRA held across 6 project wallets, worth $7.65M at market. Native tokens are shown separately from the treasury and are not interchangeable with liquid treasury assets.

| Wallet | Amount | Value |
| --- | --- | --- |
| Team Performance Package | 13.5M | $6.67M |
| FutarchyAMM | 1.55M | $768.81K |
| DAO Main | 427.77K | $211.46K |

## Token supply

| Metric | Value |
| --- | --- |
| Current supply | 27.34M |
| Net change (30 days) | -3.62 |
| Total minted | 28.5M |
| Total burned | 1.15M |

Latest mint and burn events (5 of 21):

| Date (UTC) | Event | Amount | Resulting supply |
| --- | --- | --- | --- |
| 2026-09-17 | Burn | -32.74 | 27.34M |
| 2026-07-07 | Burn | -18.42 | 27.34M |
| 2026-06-21 | Burn | -352.76K | 27.34M |
| 2026-06-07 | Burn | -802.72K | 27.69M |
| 2026-05-22 | Mint | +1 | 28.49M |

## Token distribution

Share of total supply by allocation.

| Allocation | Share |
| --- | --- |
| Public Sale/ICO | 37.88% |
| Liquidity | 10.98% |
| Team | 51.14% |

## Team performance package

A tranche unlocks when the cliff has passed and the 3-month TWAP reaches its price target. The cliff ends on 2027-04-03. The 3-month TWAP is $0.2572.

| Metric | Value |
| --- | --- |
| Tokens in package | 13.5M UMBRA |
| Unlocked | 0 |
| Claimed | 0 |

| Target | Price target | Tokens | State |
| --- | --- | --- | --- |
| 2x | $0.6000 | 2.7M | Locked |
| 4x | $1.20 | 2.7M | Locked |
| 8x | $2.40 | 2.7M | Locked |
| 16x | $4.80 | 2.7M | Locked |
| 32x | $9.60 | 2.7M | Locked |

## Top holders

The 10 largest wallets of 6,491 indexed holders. Balances synchronise every 30 minutes.

| Rank | Wallet | Project account | Balance | Share of total supply |
| --- | --- | --- | --- | --- |
| 1 | `3kX3EWm9iPB6oxFS2NJ71L6v5wzFZ8rQMEG6HC8QHJtF` | Team Performance Package | 13.5M | 49.37% |
| 2 | `BLkBSE96kQys7SrMioKxeMiVbeo4Ckk2Y4n1JphKxYnv` | FutarchyAMM | 1.56M | 5.72% |
| 3 | `6awyHMshBGVjJ3ozdSJdyyDE1CTAXUwrpNMaRGMsb4sf` | – | 562K | 2.05% |
| 4 | `23rNx16F46JMq58wK8AZH6PoicBdBiZWUAkSV1aFujMo` | – | 546.89K | 2.00% |
| 5 | `7qRUKe5B663FVyMij1LAtpH51JvyzWwavTRqwMAD2G24` | – | 466.66K | 1.70% |
| 6 | `6VsC8PuKkXm5xo54c2vbrAaSfQipkpGHqNuKTxXFySx6` | DAO Main | 427.77K | 1.56% |
| 7 | `iywC5y6BSZPtC7nX1HMDkvRFd2bTWgCEnMLdmJotJX6` | – | 416.19K | 1.52% |
| 8 | `BMWuw8LruKaDZasyfokPyvmCUmeFxCNDffuivaZQouD` | – | 393.82K | 1.44% |
| 9 | `8Qw6nj28fdfp79HppTWexSyHMwJRQPhdZqxAiYT6GdzW` | – | 354.09K | 1.29% |
| 10 | `2sjnjABJHPEZS8oVdp8nztPBUVUAT7uJawc8eQTMHTfa` | – | 320K | 1.17% |

Project account names come from Umbra's account registry; other wallets are unlabelled. A wallet is not necessarily one person: exchanges, custodians, and protocol accounts appear as wallets. Holder cost basis requires authorized access and is not published here.

## Proposals and decision markets

11 proposals: 8 approved, 1 rejected. Across Umbra's decision markets: $1.04M volume, 4.77K trades, 74 unique traders. The [proposals page](https://www.01resolved.com/umbra/proposals) and each proposal's summary cover pass/fail pricing, TWAP, outcome strength, and trader participation.

| Proposal | Start (UTC) | End (UTC) | Status | Result | Volume | Trades | Traders | Net volume tilt | Net trader tilt |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Umbra: Budget Increase Proposal (V2 Launch)](https://www.01resolved.com/umbra/proposals/13baNpxYCRjSdrVSBpQuzqqtoDtW1hAXm9kRszZK2dY2) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/13baNpxYCRjSdrVSBpQuzqqtoDtW1hAXm9kRszZK2dY2.md)) | 2026-10-20 22:28 | 2026-10-23 22:28 | Resolved | Approved | $342.25 | 4 | 3 | +100% | +100% |
| [Optimist–Nimbus Partnership Proposal](https://www.01resolved.com/umbra/proposals/D3dbiHmUYceurHbjRZJuUvnRrGgGcHhHDx6LkLVh37E9) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/D3dbiHmUYceurHbjRZJuUvnRrGgGcHhHDx6LkLVh37E9.md)) | 2026-10-16 08:56 | 2026-10-19 08:56 | Resolved | Approved | $1.53K | 5 | 3 | +100% | +100% |
| [Liquidity Consolidation Proposal](https://www.01resolved.com/umbra/proposals/CYdZd78jm4iH6XBDRdSTHdpkvp4F81y3YL4reeGTaxfD) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/CYdZd78jm4iH6XBDRdSTHdpkvp4F81y3YL4reeGTaxfD.md)) | 2026-10-09 09:12 | 2026-10-12 09:12 | Resolved | Approved | $50 | 2 | 1 | +100% | +100% |
| [Convert Up to $300,000 of Umbra (Phoenix DAO) Treasury USDC to USDv](https://www.01resolved.com/umbra/proposals/BT1S2U3Rx5KdSDEg4kSqNC8vp793ZZz5JURkxSNz9vfg) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/BT1S2U3Rx5KdSDEg4kSqNC8vp793ZZz5JURkxSNz9vfg.md)) | 2026-09-16 02:57 | 2026-09-19 02:57 | Initiated | – | $0 | 0 | 0 | 0% | 0% |
| [Convert Up to $300,000 of Umbra (Phoenix DAO) Treasury USDC to USDv](https://www.01resolved.com/umbra/proposals/2gp6SCEYhMRymhA6BrwxYkxr1zmfCgHnsoxT5hXNWV4r) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/2gp6SCEYhMRymhA6BrwxYkxr1zmfCgHnsoxT5hXNWV4r.md)) | 2026-09-15 19:29 | 2026-09-18 19:29 | Resolved | Approved | $2.03K | 10 | 3 | +60.76% | +20% |
| [UMBRA Buyback](https://www.01resolved.com/umbra/proposals/GmifYiQGc7nE6PSbWQVmPFq2HCkrCeJwvwwu6EsvrHyB) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/GmifYiQGc7nE6PSbWQVmPFq2HCkrCeJwvwwu6EsvrHyB.md)) | 2026-09-08 21:16 | 2026-09-11 21:16 | Resolved | Approved | $22.89K | 153 | 6 | +35.68% | +71.42% |
| [Sets up a DCA order on Jupiter to swap a total of 250,000 USDC for UMBRA](https://www.01resolved.com/umbra/proposals/E28a4myftc6inz6UUCGbhYoC9TJzJm5dnbEbAcFp5rDx) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/E28a4myftc6inz6UUCGbhYoC9TJzJm5dnbEbAcFp5rDx.md)) | 2026-09-08 19:28 | 2026-09-11 19:28 | Initiated | – | $0 | 0 | 0 | 0% | 0% |
| [8sysa3XPrvKPmUA4qoZCn9h4vp7Mb45Ynezg542nui8Q](https://www.01resolved.com/umbra/proposals/8sysa3XPrvKPmUA4qoZCn9h4vp7Mb45Ynezg542nui8Q) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/8sysa3XPrvKPmUA4qoZCn9h4vp7Mb45Ynezg542nui8Q.md)) | 2026-07-31 18:32 | 2026-08-03 18:32 | Resolved | Rejected | $358.25K | 255 | 20 | -7.92% | -37.14% |
| [UMBRA-003: Align Strategic Investors and Rebalance Liquidity](https://www.01resolved.com/umbra/proposals/2a5qE2E8pSv2EqHAfDvAuKHqMpMubBVjGPZr7bChiZKy) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/2a5qE2E8pSv2EqHAfDvAuKHqMpMubBVjGPZr7bChiZKy.md)) | 2026-05-01 20:16 | 2026-05-04 20:16 | Resolved | Approved | $24.34K | 97 | 15 | +78.47% | +23.52% |
| [Umbra: Road to Mainnet & Operational Expansion](https://www.01resolved.com/umbra/proposals/3seyB3i5bLQcUReaQoLkgwkNbVH7U7nnfiAFVaNawU6F) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/3seyB3i5bLQcUReaQoLkgwkNbVH7U7nnfiAFVaNawU6F.md)) | 2026-01-14 09:02 | 2026-01-17 09:04 | Resolved | Approved | $100.62K | 890 | 19 | +15.02% | +54.83% |
| [Umbra-001 - Fund Umbra Security Audits](https://www.01resolved.com/umbra/proposals/71nYHjLpgY7evn9G4UaGCBd6cYHpGWzrzd3ESs2KUduG) ([summary](https://www.01resolved.com/ai/projects/umbra/proposals/71nYHjLpgY7evn9G4UaGCBd6cYHpGWzrzd3ESs2KUduG.md)) | 2025-11-12 18:34 | 2025-11-15 18:34 | Resolved | Approved | $535.51K | 3.35K | 25 | +14.54% | +64.7% |

## Account registry

10 active accounts tracked for Umbra, from the Account Registry on the [financials page](https://www.01resolved.com/umbra/financials). Total value $2.3M; native tokens $7.65M. Value excludes the project's own token, which is shown separately. The registry covers every tracked account, including operating-company (OpCo) accounts, so its total can differ from the DAO's treasury allocation and Total NAV above. A dash means the registry shows no value for that account.

### Treasury

| Account | Entity | Sub-group | Custody | Address | Active since (UTC) | Value | Native token (USD) |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Team Performance Package | DAO | Vesting | Program | `3kX3EWm9iPB6oxFS2NJ71L6v5wzFZ8rQMEG6HC8QHJtF` | 2025-10-10 | $1.48 | $6.67M |
| FutarchyAMM | DAO | LP 100% | Program | `BLkBSE96kQys7SrMioKxeMiVbeo4Ckk2Y4n1JphKxYnv` | 2025-10-10 | $771.28K | $768.81K |
| DAO Main | DAO | Main | Multi-sig | `6VsC8PuKkXm5xo54c2vbrAaSfQipkpGHqNuKTxXFySx6` | 2025-10-10 | $1.3M | $211.46K |
| Vault | DAO | Main | Multi-sig | `5AeN744ZH5qeeszMqQREMRCYeTwA2yKYJFv2VWe2u4LS` | 2026-05-04 | $153.96 | – |
| Buyback Vault | DAO | Buyback | Program | `9g7ypc1eN1BDek7YcJu8owMhZo65QEUYeSqQjPxXJ1WA` | 2026-09-11 | $185.92K | – |

### Operations

| Account | Entity | Sub-group | Custody | Address | Active since (UTC) | Value | Native token (USD) |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Expense 1 | DAO | Payroll | Self-custody | `8rZUCSCUpZc1vSizC6wKrbM2d5pGqpykiUdsJQywRhaE` | 2025-10-11 | $43.28K | – |
| Expense 2 | DAO | Legal (+1 more sub-group) | Self-custody | `8BYgi8iBwDPDiLCsGfZnJRjSZeTFeL8oCU2nU2L1Zpey` | 2026-01-13 | $311.03 | – |
| Expense 3 | DAO | Infrastructure | Self-custody | `8XYwAvd4xvZKXcFA8WUtDEtpfNYqGgEfkpkVA8XBBe9e` | 2025-09-27 | $0.11 | – |
| Fee Collection | DAO | Protocol Fees | Multi-sig | `FRc7vEMWDu5VVS8XyeizfyfTF88sNW5Xaz9qLQSUokXg` | 2026-04-30 | – | – |
| Meteora Pool Authority | DAO | Protocol Fees | Program | `HLnpSz9h2S4hiLQ43rnSD9XkcUThA7B8hQMKmDaiTLcC` | 2025-04-09 | – | – |

## Citing this data

Source: 01Resolved, Umbra project summary, data as of 2026-10-25 03:51 UTC. https://www.01resolved.com/ai/projects/umbra.md. For a specific figure, also link the project page it appears on.

## More

- [All covered projects](https://www.01resolved.com/ai/projects.md)
- [Platform capabilities and data guide](https://www.01resolved.com/ai/platform-capabilities.md)
- [Weekly](https://01resolved.com/research/tag/weekly-report/) and [monthly](https://01resolved.com/research/tag/monthly-report/) ownership coin reports
