Roadmap

Infrastructure

Automated daily classification (GitHub Actions)Shipped

Live since June 2026. Two GitHub Actions crons run every day: the classify pipeline at 07:00 UTC writes holder classifications, behavioral metrics and the behavior history to Supabase, and a 06:30 UTC job refreshes the AUM-over-time data. /holders and the fund behavioral mixes stay current with no manual npm run classify in steady state.

Coverage

Multi-chain support + BENJI (v2.0)In progress

Pipeline built, surfacing pending. The multi-chain data pipeline is running across 22 fund-networks: BUIDL (8 chains), USTB (3) and USYC (3) are migrated, updated nightly and reconciled against on-chain supply; USDY (8 chains) and OUSG (4, including XRP Ledger) are still building state. Nothing multi-chain is surfaced on the site yet and the published methodology remains v1.1 (Ethereum mainnet) — the aggregation rules are decided but ship together with the v2.0 recalibration. Franklin Templeton BENJI stays inactive: it still has no Ethereum deployment (Stellar/Polygon only).

Additional funds

Add new tokenized Treasury and money-market products as they launch. Candidates include emerging issuers and new BlackRock / Ondo product lines.

Restricted share class policy (v2.0)

Formalize the coverage rule for products with multiple on-chain share classes. BUIDL-I is currently excluded because 6 holders measure desk allocation, not adoption. v2.0 will define explicit coverage rules for products with multiple on-chain share classes and apply them consistently.

Data Quality

Live NAV prices

Replace the hardcoded navUsd values (refreshed monthly) with live per-fund price sources, now identified: USTB via Chainlink NAVLink, USYC via the Hashnote issuer price API, and OUSG/USDY via the Ondo oracle or CoinGecko (BUIDL holds a stable $1 NAV). Required for intra-month AUM accuracy.

Wrapper-aware classification

Identify and adjust for DeFi wrapper flows (e.g., Flux Finance fOUSG, Ondo USDY vaults). Holders who move tokens into wrappers should not be classified as Distributing unless they have also reduced their total economic exposure.

Product

Perps comparison dashboard

Compare tokenized Treasury yields against on-chain perpetuals funding rates. Provides context for capital allocation decisions: when T-bill yields exceed perps funding, tokenized RWAs become more attractive. Planned as a separate page within the same dashboard.

Interactive factor explorer

Expose raw factor values and scoring ranges in the UI so readers can understand how each component score is derived.