RE:RE:RE:IT SEEMS LIKE WE HAVE BEEN HAD ONCE AGAIN Nicaragua, 01 definitely is not transparent. In fact, 01 won't even confirm they have received the $250,000 for the Solana blockchain project. With a history of misses, it's easy to be cautious or even skeptical. The real fact of the matter is that 01 does NOT have a marketing function in-house. This results in 01's dependency on its "partners" to do the marketing heavy lifting. Often "partners" have other priorities.
From the outside looking in, the Solana project is the closest that 01 is to an equity partner. The NIST certification of the Quantum-safe wallet could have been stronger if there had been some expectation painted on revenue, but again this may be significantly reliant on "partner" execution.
01 has largely met its development commitments (https://finance.yahoo.com/news/01-communique-provides-business-developments-120000624.html). IronCAP-X is a few weeks late, but not a source of significant concern for me at this point (although it is a direct-to-users initiative and marketing will require financial resource allocation). 01's cash position of ~$860,000 is adequate for the development-partner model, but will be challenged in any aggressive marketing effort.
I continue to hold, although 01 is a small part of my specualtive portfolio.