rio: standardize all 10 ownership coin entities with portfolio dashboard schema

- What: Rewrote all 10 ownership coin entity files (mtnCapital, OmniPair, Umbra,
  Avici, Loyal, ZKFG, Paystream/PAYS, Solomon/SOLO, Ranger, P2P.me) with
  standardized frontmatter schema for dashboard consumption. Deduplicated
  9 redundant files (Ranger had 4, P2P had 4, Umbra had 2, OmniPair had 2).
  Updated all wiki links across decisions/, sectors/, and entities/ to point
  to canonical files.
- Why: m3ta requested portfolio dashboard. Entity stubs had near-zero structured
  data. Dashboard rendering requires standardized schema with raise amounts,
  token addresses, traction metrics, and chain data.
- Gaps flagged: Token addresses for 5 coins, treasury multisig addresses for all 10,
  LP pool addresses, mtnCapital raise details. Phase 2 cron script will auto-fill
  on-chain numerics.

Pentagon-Agent: Rio <244BA05F-3AA3-4079-8C59-6D68A77C76FE>
This commit is contained in:
m3taversal 2026-04-17 13:23:42 +01:00
parent dff7b29965
commit 018ee566e2
29 changed files with 698 additions and 350 deletions

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@ -4,7 +4,7 @@
**Status:** Passed **Status:** Passed
**Category:** Liquidation **Category:** Liquidation
**Parent Entity:** [[metadao]] **Parent Entity:** [[metadao]]
**Affected Project:** [[ranger-finance]] **Affected Project:** [[ranger-protocol]]
## Decision Summary ## Decision Summary

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@ -4,7 +4,7 @@ entity_type: decision_market
name: "Ranger: RNGR $2M Buyback" name: "Ranger: RNGR $2M Buyback"
domain: internet-finance domain: internet-finance
status: passed status: passed
parent_entity: "[[ranger-finance]]" parent_entity: "[[ranger-protocol]]"
platform: "futardio" platform: "futardio"
proposer: "Community Members" proposer: "Community Members"
proposal_url: "https://www.metadao.fi/projects/ranger/proposal/6cdhy4j6CAAJjE1z2iQDsFda2BrqJkhtHrRWT9QasSoa" proposal_url: "https://www.metadao.fi/projects/ranger/proposal/6cdhy4j6CAAJjE1z2iQDsFda2BrqJkhtHrRWT9QasSoa"
@ -34,7 +34,7 @@ Community-initiated proposal to deploy $2M USDC from treasury to purchase RNGR t
Demonstrates the ownership coin NAV defense mechanism in practice. When token price falls below NAV, the treasury becomes an arbitrage target — rational actors can buy tokens cheap and vote for liquidation to extract treasury value. The buyback attempts to close the NAV gap and prevent adversarial liquidation. The 90-day cooldown prevents repeated buyback/liquidation cycling. Demonstrates the ownership coin NAV defense mechanism in practice. When token price falls below NAV, the treasury becomes an arbitrage target — rational actors can buy tokens cheap and vote for liquidation to extract treasury value. The buyback attempts to close the NAV gap and prevent adversarial liquidation. The 90-day cooldown prevents repeated buyback/liquidation cycling.
## Relationship to KB ## Relationship to KB
- [[ranger-finance]] — parent entity, treasury defense - [[ranger-protocol]] — parent entity, treasury defense
- [[ownership coin treasuries should be actively managed through buybacks and token sales as continuous capital calibration not treated as static war chests]] — buyback mechanism - [[ownership coin treasuries should be actively managed through buybacks and token sales as continuous capital calibration not treated as static war chests]] — buyback mechanism
- [[decision markets make majority theft unprofitable through conditional token arbitrage]] — NAV defense - [[decision markets make majority theft unprofitable through conditional token arbitrage]] — NAV defense

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@ -4,7 +4,7 @@ entity_type: decision_market
name: "Ranger: Futardio ICO Launch" name: "Ranger: Futardio ICO Launch"
domain: internet-finance domain: internet-finance
status: passed status: passed
parent_entity: "[[ranger-finance]]" parent_entity: "[[ranger-protocol]]"
platform: "futardio" platform: "futardio"
proposer: "Ranger Finance team" proposer: "Ranger Finance team"
proposal_url: "https://v1.metadao.fi/ranger/trade/8Nmd13rpULJjY7h6oxCfuTWy8WkZxcuDrDWiSdnViVuo" proposal_url: "https://v1.metadao.fi/ranger/trade/8Nmd13rpULJjY7h6oxCfuTWy8WkZxcuDrDWiSdnViVuo"
@ -41,7 +41,7 @@ Ranger Finance, a perps aggregator and trading terminal on Solana, launched via
First MetaDAO ICO with pre-existing investors and obligations, setting precedent for how legacy cap table structures integrate with futarchy governance. The bid program (excess capital returnable) addresses oversubscription concerns. Team performance package with price-based unlocks at specific multiples of ICO price demonstrates the milestone-vesting model. First MetaDAO ICO with pre-existing investors and obligations, setting precedent for how legacy cap table structures integrate with futarchy governance. The bid program (excess capital returnable) addresses oversubscription concerns. Team performance package with price-based unlocks at specific multiples of ICO price demonstrates the milestone-vesting model.
## Relationship to KB ## Relationship to KB
- [[ranger-finance]] — parent entity - [[ranger-protocol]] — parent entity
- [[metadao]] — ICO platform - [[metadao]] — ICO platform
- [[performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution]] — team package structure - [[performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution]] — team package structure

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@ -4,7 +4,7 @@ entity_type: decision_market
name: "Ranger: Liquidate Ranger Finance" name: "Ranger: Liquidate Ranger Finance"
domain: internet-finance domain: internet-finance
status: passed status: passed
parent_entity: "[[ranger-finance]]" parent_entity: "[[ranger-protocol]]"
platform: "futardio" platform: "futardio"
proposer: "Group of RNGR tokenholders" proposer: "Group of RNGR tokenholders"
proposal_url: "https://www.metadao.fi/projects/ranger/proposal/DPATwR2HLcGZCBZCTffzagV4r7dp5FF2C9aJmiuCDUpS" proposal_url: "https://www.metadao.fi/projects/ranger/proposal/DPATwR2HLcGZCBZCTffzagV4r7dp5FF2C9aJmiuCDUpS"
@ -44,7 +44,7 @@ Third futarchy-governed liquidation on MetaDAO (after mtnCapital and Hurupay), b
The detailed on-chain evidence (Dune queries, Discord screenshots, timeline analysis) presented in the proposal shows the level of due diligence possible when governance is transparent and data is on-chain. The detailed on-chain evidence (Dune queries, Discord screenshots, timeline analysis) presented in the proposal shows the level of due diligence possible when governance is transparent and data is on-chain.
## Relationship to KB ## Relationship to KB
- [[ranger-finance]] — parent entity, liquidation event - [[ranger-protocol]] — parent entity, liquidation event
- [[futarchy-governed liquidation is the enforcement mechanism that makes unruggable ICOs credible because investors can force full treasury return when teams materially misrepresent]] — strongest evidence - [[futarchy-governed liquidation is the enforcement mechanism that makes unruggable ICOs credible because investors can force full treasury return when teams materially misrepresent]] — strongest evidence
- [[futarchy can override its own prior decisions when new evidence emerges because conditional markets re-evaluate proposals against current information not historical commitments]] — overrode 90-day cooldown - [[futarchy can override its own prior decisions when new evidence emerges because conditional markets re-evaluate proposals against current information not historical commitments]] — overrode 90-day cooldown
- [[ownership coins primary value proposition is investor protection not governance quality because anti-rug enforcement through market-governed liquidation creates credible exit guarantees that no amount of decision optimization can match]] — liquidation as investor protection - [[ownership coins primary value proposition is investor protection not governance quality because anti-rug enforcement through market-governed liquidation creates credible exit guarantees that no amount of decision optimization can match]] — liquidation as investor protection

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@ -4,7 +4,7 @@ entity_type: decision_market
name: "Umbra: UMBRA-001 — Fund Security Audits" name: "Umbra: UMBRA-001 — Fund Security Audits"
domain: internet-finance domain: internet-finance
status: passed status: passed
parent_entity: "[[umbra]]" parent_entity: "[[umbra-privacy-protocol]]"
platform: "futardio" platform: "futardio"
proposer: "Umbra team" proposer: "Umbra team"
proposal_url: "https://www.metadao.fi/projects/umbra/proposal/71nYHjLpgY7evn9G4UaGCBd6cYHpGWzrzd3ESs2KUduG" proposal_url: "https://www.metadao.fi/projects/umbra/proposal/71nYHjLpgY7evn9G4UaGCBd6cYHpGWzrzd3ESs2KUduG"
@ -30,7 +30,7 @@ Umbra allocated treasury funds for security audits before mainnet launch, follow
Second FaaS-launched project (after Omnipair) using futarchy to approve pre-launch security audits, establishing this as a standard governance pattern. Second FaaS-launched project (after Omnipair) using futarchy to approve pre-launch security audits, establishing this as a standard governance pattern.
## Relationship to KB ## Relationship to KB
- [[umbra]] — parent entity, pre-launch security - [[umbra-privacy-protocol]] — parent entity, pre-launch security
- [[futardio]] — governance platform - [[futardio]] — governance platform
## Full Proposal Text ## Full Proposal Text

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@ -4,7 +4,7 @@ entity_type: decision_market
name: "Umbra: Futardio ICO Launch" name: "Umbra: Futardio ICO Launch"
domain: internet-finance domain: internet-finance
status: passed status: passed
parent_entity: "[[umbra]]" parent_entity: "[[umbra-privacy-protocol]]"
platform: "futardio" platform: "futardio"
proposer: "Umbra team" proposer: "Umbra team"
proposal_url: "https://www.futard.io/launch/9kx7UDFzFt7e2V4pFtawnupKKvRR3EhV7P1Pxmc5XCQj" proposal_url: "https://www.futard.io/launch/9kx7UDFzFt7e2V4pFtawnupKKvRR3EhV7P1Pxmc5XCQj"
@ -27,7 +27,7 @@ Umbra launched via MetaDAO's futarchy-governed ICO platform.
- **Duration:** 2025-10-06 to 2025-10-10 - **Duration:** 2025-10-06 to 2025-10-10
## Relationship to KB ## Relationship to KB
- [[umbra]] — parent entity - [[umbra-privacy-protocol]] — parent entity
- [[metadao]] — ICO platform - [[metadao]] — ICO platform
## Full Proposal Text ## Full Proposal Text

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@ -4,7 +4,7 @@ entity_type: decision_market
name: "Umbra: Road to Mainnet — Operational Expansion" name: "Umbra: Road to Mainnet — Operational Expansion"
domain: internet-finance domain: internet-finance
status: passed status: passed
parent_entity: "[[umbra]]" parent_entity: "[[umbra-privacy-protocol]]"
platform: "futardio" platform: "futardio"
proposer: "Umbra team" proposer: "Umbra team"
proposal_url: "https://www.metadao.fi/projects/umbra/proposal/3seyB3i5bLQcUReaQoLkgwkNbVH7U7nnfiAFVaNawU6F" proposal_url: "https://www.metadao.fi/projects/umbra/proposal/3seyB3i5bLQcUReaQoLkgwkNbVH7U7nnfiAFVaNawU6F"
@ -27,7 +27,7 @@ Umbra proposed operational expansion to support the path to mainnet deployment,
- **Duration:** 2026-01-13 to ~2026-01-16 - **Duration:** 2026-01-13 to ~2026-01-16
## Relationship to KB ## Relationship to KB
- [[umbra]] — parent entity, mainnet preparation - [[umbra-privacy-protocol]] — parent entity, mainnet preparation
- [[futardio]] — governance platform - [[futardio]] — governance platform
## Full Proposal Text ## Full Proposal Text

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@ -1,29 +0,0 @@
# P2P Protocol
**Type:** Company
**Domain:** Entertainment
**Status:** Active
**Founded:** ~2024
**Founder:** Sheldon
## Overview
P2P Protocol is a peer-to-peer platform that raised capital through MetaDAO's permissioned launchpad structure. The company attracted attention in July 2025 when its founder placed bets on Polymarket predicting the ICO would reach $6M in commits, creating a conflict of interest controversy.
## Business Metrics
- **Monthly Volume:** $4M (as of July 2025)
- **Growth Rate:** 27% MoM over 16 months
- **Revenue:** $550K yearly run rate
- **Fundraise Target:** $6M in commits
## Founder Background
Sheldon previously built and exited a food delivery business that reached $2M in run rate before being acquired by a large Indian food delivery app.
## Timeline
- **2024** — P2P Protocol founded
- **2025-06** — Founder placed bet on Polymarket that P2P would reach $6M ICO commits
- **2025-07-11** — Public disclosure of founder's Polymarket position begins circulating
- **2025-07-13** — metadao-p2p-polymarket-conflict MetaDAO addresses controversy, extends sale 2 days, offers refunds but does not cancel raise

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@ -1,15 +1,70 @@
---
name: "Avici"
ticker: "$AVICI"
type: entity
subtype: ownership-coin
domain: internet-finance
status: active
launch_platform: metadao-curated
launch_date: "2025-10-14"
raise:
amount_raised_usd: 3500000
amount_committed_usd: 34200000
oversubscription_ratio: 17.0
chain:
token_address: "BANKJmvhT8tiJRsBSS1n2HryMBPvT5Ze4HU95DUAmeta"
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: null
total_supply: null
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
holders: []
traction:
revenue_monthly_usd: null
customers: null
key_metrics:
- "21x peak / 7x current vs ICO price (as of Jan 2026)"
liquidation:
date: null
return_per_dollar: null
reason: null
tracked_by: rio
---
# Avici # Avici
**Type:** Company Avici is a distributed internet banking infrastructure protocol on Solana offering crypto-native banking with stablecoin Visa integration and reputation-based undercollateralized lending. Raised $3.5M through MetaDAO's curated ICO with 17x oversubscription ($34.2M committed). Best-performing ownership coin by price action as of January 2026 — 21x peak, 7x sustaining vs ICO price.
**Domain:** internet-finance
**Status:** Active
**Launch Platform:** MetaDAO (curated)
## Overview ## Gaps
Avici is one of the curated ownership coin launches through MetaDAO's platform. - Treasury multisig address unknown
- Current market cap, price, and supply data needed
- LP pool addresses needed
- Revenue and user metrics not documented
- Team/founder information not documented
- Detailed product features not documented
## Timeline ## Timeline
- **[Date Unknown]** — Launched through MetaDAO curated platform - **2025-10-14 to 2025-10-18** — MetaDAO ICO: $2M target, $34.2M committed, $3.5M raised (17x oversubscribed)
- **2026-04-03** — Confirmed active status - **2026-01** — Trading at ~7x ICO price (21x peak)
---
Relevant Notes:
- [[metadao]] — launch platform
Topics:
- [[internet finance and decision markets]]

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@ -44,7 +44,7 @@ Relevant Entities:
- [[omnipair]] — SDK integration (highest-impact catalyst) - [[omnipair]] — SDK integration (highest-impact catalyst)
- [[meteora]] — routed AMM - [[meteora]] — routed AMM
- [[raydium]] — routed AMM - [[raydium]] — routed AMM
- [[ranger-finance]] — former aggregation client (liquidated) - [[ranger-protocol]] — former aggregation client (liquidated)
Topics: Topics:
- [[internet finance and decision markets]] - [[internet finance and decision markets]]

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@ -1,15 +1,68 @@
---
name: "Loyal"
ticker: "$LOYAL"
type: entity
subtype: ownership-coin
domain: internet-finance
status: active
launch_platform: metadao-curated
launch_date: "2025-10-18"
raise:
amount_raised_usd: 2500000
amount_committed_usd: 75900000
oversubscription_ratio: 151.0
chain:
token_address: "LYLikzBQtpa9ZgVrJsqYGQpR3cC1WMJrBHaXGrQmeta"
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: null
total_supply: null
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
holders: []
traction:
revenue_monthly_usd: null
customers: null
key_metrics: []
liquidation:
date: null
return_per_dollar: null
reason: null
tracked_by: rio
---
# Loyal # Loyal
**Type:** Company Loyal is a private decentralized intelligence protocol powered by MagicBlock and Arcium, launched through MetaDAO's curated ICO. Second-highest oversubscription ratio on the platform at 151x ($75.9M committed against a $500K target, raised $2.5M final). The protocol focuses on privacy-preserving computation for decentralized intelligence applications.
**Domain:** internet-finance
**Status:** Active
**Launch Platform:** MetaDAO (curated)
## Overview ## Gaps
Loyal is one of the curated ownership coin launches through MetaDAO's platform. - Treasury multisig address unknown
- Current market cap, price, and supply data needed
- LP pool addresses needed
- Revenue and user/traction metrics not documented
- Team/founder information not documented
- Price performance data not documented
## Timeline ## Timeline
- **[Date Unknown]** — Launched through MetaDAO curated platform - **2025-10-18 to 2025-10-22** — MetaDAO ICO: $500K target, $75.9M committed, $2.5M raised (151x oversubscribed)
- **2026-04-03** — Confirmed active status
---
Relevant Notes:
- [[metadao]] — launch platform
Topics:
- [[internet finance and decision markets]]

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@ -57,13 +57,13 @@ These are the 10 projects that launched through MetaDAO's curated ICO process, i
|---|---------|--------|--------|--------| |---|---------|--------|--------|--------|
| 1 | mtnCapital | $MTN | [[mtncapital]] | Liquidated (~Sep 2025) | | 1 | mtnCapital | $MTN | [[mtncapital]] | Liquidated (~Sep 2025) |
| 2 | OmniPair | $OMFG | [[omnipair]] | Active | | 2 | OmniPair | $OMFG | [[omnipair]] | Active |
| 3 | Umbra | $UMBRA | [[umbra]] | Active | | 3 | Umbra | $UMBRA | [[umbra-privacy-protocol]] | Active |
| 4 | Avici | $AVICI | [[avici]] | Active | | 4 | Avici | $AVICI | [[avici]] | Active |
| 5 | Loyal | $LOYAL | [[loyal]] | Active | | 5 | Loyal | $LOYAL | [[loyal]] | Active |
| 6 | ZKFG | $ZKFG | | Active | | 6 | ZKFG | $ZKFG | [[zkfg]] | Active |
| 7 | PAYS | $PAYS | — | Active | | 7 | Paystream | $PAYS | [[paystream]] | Active |
| 8 | SOLO | $SOLO | — | Active | | 8 | Solomon Labs | $SOLO | [[solomon]] | Active |
| 9 | Ranger | $RNGR | [[ranger-finance]] | Liquidated (Mar 2026) | | 9 | Ranger | $RNGR | [[ranger-protocol]] | Liquidated (Mar 2026) |
| 10 | P2P.me | $P2P | [[p2p-me]] | Complete (Mar 2026) | | 10 | P2P.me | $P2P | [[p2p-me]] | Complete (Mar 2026) |
**Key patterns:** **Key patterns:**
@ -188,7 +188,7 @@ Relevant Entities:
- [[umia]] — cross-chain competitor (Base/Ethereum) - [[umia]] — cross-chain competitor (Base/Ethereum)
- [[omnipair]] — ecosystem launch (#2, $OMFG) - [[omnipair]] — ecosystem launch (#2, $OMFG)
- [[mtncapital]] — first launch, first liquidation - [[mtncapital]] — first launch, first liquidation
- [[ranger-finance]] — second liquidation, enforcement precedent - [[ranger-protocol]] — second liquidation, enforcement precedent
- [[p2p-me]] — most recent curated ICO - [[p2p-me]] — most recent curated ICO
- [[superclaw]] — largest Futardio permissionless raise - [[superclaw]] — largest Futardio permissionless raise

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@ -1,16 +1,68 @@
---
name: "mtnCapital"
ticker: "$MTN"
type: entity
subtype: ownership-coin
domain: internet-finance
status: liquidated
launch_platform: metadao-curated
launch_date: "2025-H2"
raise:
amount_raised_usd: null
amount_committed_usd: null
oversubscription_ratio: null
chain:
token_address: null
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: null
total_supply: null
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
holders: []
traction:
revenue_monthly_usd: null
customers: null
key_metrics: []
liquidation:
date: "2025-09"
return_per_dollar: null
reason: "First futarchy-governed liquidation on MetaDAO platform"
tracked_by: rio
---
# mtnCapital # mtnCapital
**Type:** Company mtnCapital was the first ownership coin launched through MetaDAO's curated ICO process and the first to be liquidated via futarchy governance (~September 2025). The liquidation established the enforcement precedent that made the "unruggable ICO" thesis credible — proving tokenholders could use conditional markets to force capital return when a project underperformed.
**Domain:** internet-finance
**Status:** Liquidated
**Launch Platform:** MetaDAO (curated)
## Overview ## Gaps
mtnCapital was one of the curated ownership coin launches through MetaDAO's platform that has since been liquidated. - Raise amount, committed amount, and oversubscription ratio unknown
- Token address not documented
- Liquidation return-per-dollar not documented
- Exact liquidation date and mechanism details need confirmation
## Timeline ## Timeline
- **[Date Unknown]** — Launched through MetaDAO curated platform - **2025-H2** — Launched as first curated ownership coin on MetaDAO
- **[Date Unknown]** — Liquidated - **~2025-09** — Liquidated via futarchy governance, capital returned to holders
- **2026-04-03** — Confirmed liquidated status
---
Relevant Notes:
- [[metadao]] — launch platform
- [[ranger-protocol]] — second liquidation, higher-profile enforcement
Topics:
- [[internet finance and decision markets]]

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@ -1,19 +0,0 @@
# OMFG
**Type:** Protocol
**Domain:** internet-finance
**Status:** Active
**Launch Date:** ~2025-2026
## Overview
OMFG is an ownership coin launched through MetaDAO's futarchy-governed ICO platform. It is one of eight projects that raised capital through MetaDAO's unruggable ICO mechanism as of early 2026.
## Governance
OMFG operates under futarchy governance with the anti-rug liquidation structure standard to MetaDAO ownership coins.
## Timeline
- **~2025-2026** — Launched ICO through MetaDAO platform
- **2026-04-02** — Confirmed as actively trading ownership coin

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@ -1,13 +1,77 @@
# Omnipair ---
name: "OmniPair"
ticker: "$OMFG"
type: entity
subtype: ownership-coin
domain: internet-finance
status: active
launch_platform: metadao-curated
launch_date: "2025-H2"
**Type:** Protocol raise:
**Domain:** internet-finance amount_raised_usd: 1100000
**Founder:** @rakka_sol amount_committed_usd: 5500000
oversubscription_ratio: 5.0
## Overview chain:
token_address: null
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: null
total_supply: null
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
Omnipair is building a permissionless borrow/lend protocol on Solana. The project raised capital through MetaDAO's futarchy platform and is cited as an example of successful founder-platform fit. holders:
- name: "Community (futarchy participants)"
role: "early"
estimated_pct: null
traction:
revenue_monthly_usd: null
customers: null
key_metrics:
- "Mainnet launched Feb 16, 2026 (borrowing enabled)"
- "Audited by Offside Labs + Ackee Blockchain Security (64K USDC)"
- "4 governance proposals completed on MetaDAO"
liquidation:
date: null
return_per_dollar: null
reason: null
tracked_by: rio
---
# OmniPair
OmniPair is a generalized AMM with permissionless margin on Solana, enabling synthetic leverage loops where users borrow USDC against collateral and repost as collateral for leveraged positions. Raised $1.1M through MetaDAO's curated ICO with 5x oversubscription after founder @rakka_sol ran a 3-week roadshow. Notable as the first futarchy-governed permissionless market creation mechanism in production — borrowing went live on mainnet February 16, 2026.
## Gaps
- Token address needed for on-chain tracking
- Treasury multisig address unknown
- Current market cap, price, and supply data needed
- LP pool addresses needed
- Revenue and user metrics not documented
## Timeline ## Timeline
- **2026** — Raised $1.1M on MetaDAO in 4 days after 3-week roadshow. Founder @rakka_sol had worked in crypto on dev side but lacked VC connections. Project benefited from organic community formation through token launch. - **2025-H2** — Raised $1.1M on MetaDAO in 4 days after 3-week roadshow (5x oversubscribed)
- **2025-10-31** — Allocated 64K USDC for dual audit (Offside Labs + Ackee Blockchain Security)
- **2026-02-16** — Mainnet launch: borrowing enabled, leveraged longs staged
- **2026-04** — 4 governance proposals completed via MetaDAO futarchy
---
Relevant Notes:
- [[metadao]] — launch platform
- [[rakka]] — founder
Topics:
- [[internet finance and decision markets]]

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@ -1,39 +1,124 @@
---
name: "P2P.me"
ticker: "$P2P"
type: entity
subtype: ownership-coin
domain: internet-finance
status: active
launch_platform: metadao-curated
launch_date: "2026-03-26"
raise:
amount_raised_usd: 6000000
amount_committed_usd: 7300000
oversubscription_ratio: 1.1
chain:
token_address: null
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: null
total_supply: 25800000
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
holders:
- name: "Multicoin Capital"
role: "lead"
estimated_pct: null
- name: "Coinbase Ventures"
role: "lead"
estimated_pct: null
- name: "Top 10 wallets"
role: "early"
estimated_pct: 93
traction:
revenue_monthly_usd: 48000
customers: 23000
key_metrics:
- "27% MoM growth sustained over 16 months"
- "NPS: 80"
- "Peak monthly volume: $3.95M (Feb 2026)"
- "Annualized revenue: ~$578K"
- "Monthly burn: $175K (25-person team)"
- "Runway: ~34 months"
- "Fraud rate: <1/1000 transactions"
- "Sub-90-second settlement"
- "6 countries live: India (78%), Brazil (15%), Argentina, Indonesia, Venezuela, Mexico"
- "336 contributors, 93% from 10 wallets"
- "FDV: ~$15.5M ($0.60/token, 10M sold)"
- "50% liquid at launch"
- "Team unlock: performance-based 2x-32x price triggers"
- "Investor lock: 12 months then staggered over 12 months"
liquidation:
date: null
return_per_dollar: null
reason: null
tracked_by: rio
---
# P2P.me # P2P.me
**Type:** Peer-to-peer fiat-crypto exchange protocol P2P.me is a non-custodial peer-to-peer USDC-to-fiat onramp protocol targeting emerging markets with capital controls, using ZK-TLS-based Proof-of-Credibility verification for trustless fiat payment confirmation over legacy banking rails (UPI, PIX, QRIS). Most recent MetaDAO curated ICO (March 2026), raised $6M with only 1.1x oversubscription — the lowest on the platform, reflecting market maturation from the 200x+ ratios of earlier launches. Backed by Multicoin Capital and Coinbase Ventures; 2/3 of capital from institutional sources.
**Status:** Active
**Domain:** internet-finance
**Markets:** India, Brazil, Argentina, Indonesia
## Overview ## Business Model
P2P.me is a peer-to-peer fiat onramp protocol targeting emerging markets. The platform uses ZK-TLS-based Proof-of-Credibility verification to enable trustless fiat payment confirmation over legacy banking rails. - Permissionless fiat on/off-ramp via Circles of Trust model
- Local operators stake capital, recruit merchants, earn 0.2% of monthly volume
- Country launch cost compressed from $40K to $400; launch timeline from 45 days to 10 days
- Related product: Coins.me (consumer neo-bank built on P2P Protocol infrastructure)
## Technology ## Technology
- **Proof-of-Credibility:** ZK-TLS verification system for fiat payment attestation - ZK-TLS Proof-of-Credibility for fiat payment attestation
- **Settlement speed:** Sub-90-second average transaction time - Integration with UPI (India), PIX (Brazil), QRIS (Indonesia)
- **Fraud rate:** <1 in 1,000 transactions (vs ~33% scam encounter rate on Binance P2P) - AI operations layer built on 2.5-year operational playbook
- Open-source SDK planned for third-party integration
## Metrics ## Expansion
- **NPS:** 80 - 6 countries live: India, Brazil, Argentina, Venezuela, Mexico, Indonesia
- **Growth:** 27% month-over-month sustained over 16 months - 16 countries in active pipeline (Colombia, Peru, Nigeria, Philippines, Thailand, Vietnam, etc.)
- **Volume (pre-ICO):** ~$4M monthly - Target: 40 countries within 18 months
- **Revenue (annualized):** $578K
- **Monthly gross profit:** $4.5K-$13.3K (inconsistent)
- **Monthly burn:** $175K
## Governance ## Controversy
P2P.me raised capital through MetaDAO's futarchy-governed ICO mechanism, creating a governance token for the protocol. The P2P team placed a bet on Polymarket predicting their ICO would reach $6M in commits — potential insider trading. MetaDAO extended the sale 2 days and offered full refunds; ~$200K claimed. Pine Analytics flagged a 182x gross profit multiple valuation; team acknowledged concern as "completely valid."
## Gaps
- Token address needed for on-chain tracking
- Treasury multisig address unknown
- LP pool addresses needed
- Current market cap and price data needed
- Monthly gross profit inconsistent ($4.5K-$13.3K range)
## Timeline ## Timeline
- **2024-03** — Protocol launched, began operations
- **2024-12** — Launch in initial emerging markets - **2024-12** — Launch in initial emerging markets
- **2026-04** — Completed $6M ICO through MetaDAO futarchy mechanism with 336 contributors (93% from 10 wallets) - **2025-09** — Brazil launch: 45 days, 3 people, $40K investment
- **2026-04** — Team acknowledged 182x gross profit multiple valuation concerns as "completely valid" - **2025-11** — Argentina launch: 30 days, 2 people, $20K investment
- **2026-01** — Venezuela launch: 15 days, no local team, $400 investment
- **2026-02** — Mexico launch: 10 days, no local team, $400 investment
- **2026-03-26** — Completed $6M ICO through MetaDAO: 336 contributors, 93% from 10 wallets, 1.1x oversubscribed
- **2026-03** — Polymarket controversy; MetaDAO offered refunds, ~$200K claimed
## Sources ---
- Rio analysis of P2P.me launch, 2026-04-12 Relevant Notes:
- [[metadao]] — launch platform
- [[multicoin-capital]] — lead investor
- [[coinbase-ventures]] — lead investor
- [[coins-me]] — consumer product built on P2P infrastructure
Topics:
- [[internet finance and decision markets]]

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@ -1,51 +0,0 @@
# P2P Protocol
**Type:** Fiat on/off-ramp protocol
**Status:** Active
**Geography:** 6 countries operational, 16 in pipeline, 40-country target within 18 months
**Model:** Peer-to-peer fiat settlement with stablecoin clearing layer
## Overview
P2P Protocol is a permissionless fiat on/off-ramp infrastructure operating on real-time payment rails including UPI (India), PIX (Brazil), and QRIS (Indonesia). The protocol uses a Circles of Trust model where local operators stake capital, recruit merchants, and earn 0.2% of monthly volume processed through their circle.
## Business Model
- Local operators stake capital and recruit merchants
- Operators earn 0.2% of monthly volume
- No central team payroll for country operations
- AI-powered operations layer provides support
## Key Metrics
- Operating for 2+ years
- 6 countries live (Brazil, Argentina, Venezuela, Mexico, India, Indonesia)
- 25-person global team (5 nationalities, 7 languages)
- Country launch cost reduced from $40K to $400
- Launch timeline compressed from 45 days to 10 days
## Technology
- Stablecoin clearing layer for cross-border settlement
- Integration with major real-time payment systems
- AI operations layer built on 2.5-year operational playbook
- Open-source SDK for third-party integration (planned)
## Expansion Strategy
16 countries in active pipeline: Colombia, Peru, Costa Rica, Uruguay, Paraguay, Ecuador, Bolivia, Nigeria, Philippines, Thailand, Vietnam, Portugal, Spain, Turkey, Egypt, Kenya.
Planned permissionless version where anyone can create a circle, with SLA-based promotion to main application.
## Related Products
- **Coins.me**: Consumer neo-bank application built on P2P Protocol infrastructure
## Timeline
- **2024-03** — Protocol launched, began operations
- **2025-09** — Brazil launch: 45 days, 3 people, $40K investment
- **2025-11** — Argentina launch: 30 days, 2 people, $20K investment
- **2026-01** — Venezuela launch: 15 days, no local team, $400 investment
- **2026-02** — Mexico launch: 10 days, no local team, $400 investment
- **2026-03** — Vision announcement: 40-country expansion target, permissionless circles model, open-source SDK

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@ -1,31 +0,0 @@
---
type: entity
entity_type: company
name: P2P.me
status: active
founded: 2025
headquarters: Unknown
focus: On/off ramping for regions with capital controls
funding_total: $6M
---
# P2P.me
P2P.me is a platform for cryptocurrency on/off ramping designed for places with capital controls.
## Overview
P2P.me provides fiat-crypto exchange services targeting regions where traditional banking infrastructure restricts capital movement.
## Funding
Raised $6M on MetaDAO platform in March 2026, with approximately 2/3 of capital from institutional funds rather than retail. Two funds negotiated guaranteed allocations totaling $465K before the raise opened.
## Controversy
The raise was controversial because the P2P team placed a bet on Polymarket that their raise would fill, constituting potential insider trading. MetaDAO allowed the raise to proceed but offered full refunds to anyone who committed before the news emerged; approximately $200K was claimed in refunds.
## Timeline
- **2026-03** — Raised $6M on MetaDAO platform with fund-heavy participation (2/3 institutional)
- **2026-03** — Controversy over team's Polymarket bet on their own raise; MetaDAO offered refunds, ~$200K claimed

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@ -1,15 +0,0 @@
# P2P.me
**Type:** Company
**Domain:** internet-finance
**Status:** Active
**Launch Platform:** MetaDAO (curated)
## Overview
P2P.me is one of the curated ownership coin launches through MetaDAO's platform.
## Timeline
- **[Date Unknown]** — Launched through MetaDAO curated platform
- **2026-04-03** — Confirmed active status

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@ -1,14 +1,68 @@
---
name: "Paystream"
ticker: "$PAYS"
type: entity
subtype: ownership-coin
domain: internet-finance
status: active
launch_platform: metadao-curated
launch_date: "2025-10-23"
raise:
amount_raised_usd: 750000
amount_committed_usd: 6100000
oversubscription_ratio: 11.0
chain:
token_address: "PAYZP1W3UmdEsNLJwmH61TNqACYJTvhXy8SCN4Tmeta"
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: null
total_supply: null
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
holders: []
traction:
revenue_monthly_usd: null
customers: null
key_metrics: []
liquidation:
date: null
return_per_dollar: null
reason: null
tracked_by: rio
---
# Paystream # Paystream
**Type:** Company Paystream is a liquidity optimizer for Solana combining P2P lending, leveraged LP, and yield routing into a unified platform. Raised $750K through MetaDAO's curated ICO with 11x oversubscription ($6.1M committed against a $550K target). Positioned as infrastructure for capital-efficient liquidity provisioning on Solana.
**Domain:** internet-finance
**Status:** Active
**Token:** PAYS
## Overview ## Gaps
Paystream is a project that raised capital through MetaDAO's permissioned futarchy launchpad. - Treasury multisig address unknown
- Current market cap, price, and supply data needed
- LP pool addresses needed
- Revenue and user metrics not documented
- Team/founder information not documented
- Price performance and product status not documented
## Timeline ## Timeline
- **2025-2026** — Raised capital through MetaDAO permissioned launchpad - **2025-10-23 to 2025-10-27** — MetaDAO ICO: $550K target, $6.1M committed, $750K raised (11x oversubscribed)
---
Relevant Notes:
- [[metadao]] — launch platform
Topics:
- [[internet finance and decision markets]]

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@ -1,13 +0,0 @@
# Ranger Finance
**Type:** Company
**Domain:** internet-finance
**Status:** Liquidated
## Overview
Ranger Finance was a project that raised capital through MetaDAO's futarchy-governed platform and was subsequently liquidated through the platform's governance mechanism.
## Timeline
- **2026-04** — Treasury liquidated via MetaDAO futarchy after allegations of material misrepresentations including 4x revenue overstatement. All remaining cash returned to tokenholders, IP transferred back to team. Demonstrated first production use of futarchy-governed liquidation mechanism.

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@ -1,34 +1,71 @@
--- ---
name: "Ranger"
ticker: "$RNGR"
type: entity type: entity
entity_type: protocol subtype: ownership-coin
name: Ranger Protocol
domain: internet-finance domain: internet-finance
status: liquidated status: liquidated
launch_platform: metadao-curated
launch_date: "2026-01"
raise:
amount_raised_usd: 8000000
amount_committed_usd: null
oversubscription_ratio: null
chain:
token_address: null
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: null
total_supply: null
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
holders: []
traction:
revenue_monthly_usd: null
customers: null
key_metrics:
- "Claimed: $5B volume, $2M revenue (2025)"
- "Actual: ~$2B volume, ~$500K revenue (on-chain analysis)"
liquidation:
date: "2026-03-12"
return_per_dollar: 0.78
reason: "Material misrepresentation of revenue and volume metrics. On-chain analysis showed ~$2B volume vs $5B claimed, ~$500K revenue vs $2M claimed. Activity flatlined after ICO announcement."
tracked_by: rio
--- ---
# Ranger Protocol # Ranger
**Type:** Perpetual aggregator protocol Ranger was marketed as the "first perp aggregator on Solana" and raised $8M+ through MetaDAO's curated ICO in January 2026. Liquidated in March 2026 after tokenholder governance proved material misrepresentation — on-chain analysis showed volume and revenue were roughly 60-75% below what the team claimed pre-ICO. The liquidation returned 5.047M USDC to unlocked RNGR holders (~$0.78 per dollar of book value) with IP transferred back to the team (Glint House PTE). 97% market support for the liquidation proposal.
**Chain:** Solana
**Status:** Liquidated via futarchy governance (2026)
**Fundraise:** $8M+ raised on MetaDAO platform
## Overview ## Significance
Ranger was marketed as the "first perp aggregator on Solana" and raised over $8 million through MetaDAO's futarchy-governed ICO platform. Ranger's liquidation was the highest-profile test of the "unruggable ICO" thesis. It demonstrated three things: (1) futarchy governance can enforce investor protection by unwinding projects, (2) futarchy can override its own prior decisions (overrode a 90-day cooldown on buyback/liquidation proposals) when new evidence emerges, and (3) the mechanism returns meaningful capital (~78 cents on the dollar) rather than going to zero.
## Timeline ## Timeline
- **2024-2025** — Raised $8M+ on MetaDAO as perpetual aggregator protocol - **2025-11** — ICO announcement
- **2026-03** — MetaDAO governance voted to shut down project and return funds - **2025-12** — Co-founder presentation claiming $5B volume and $2M revenue for 2025
- **2026-03** — Liquidation executed: 5.047M USDC returned to unlocked RNGR holders (~$0.78 book value), IP returned to team - **2026-01** — Raised $8M+ via futarchy ICO on MetaDAO; token peaked at TGE, fell 74-90%
- **2026-03** — Liquidation proposal brought by RNGR holders; on-chain analysis showed ~$2B volume and ~$500K revenue
- **2026-03-12** — Liquidation snapshot; 5.047M USDC returned to unlocked holders (~$0.78 book value)
- **2026-03-17** — Liquidation portal launched; IP returned to Glint House PTE
- **2026-03** — [[metadao-ranger-liquidation-2026-03]] Passed: Liquidation executed, 5.047M USDC returned to holders at ~$0.78 book value ---
## Significance
Ranger represents the first documented case of futarchy-governed liquidation executing as designed. The MetaDAO community voted to shut down the project and return remaining treasury funds to token holders, demonstrating the "unruggable ICO" mechanism in practice. The liquidation returned approximately $0.78 per dollar of book value to unlocked token holders. Relevant Notes:
- [[metadao]] — launch platform
- [[mtncapital]] — first liquidation precedent
## Sources Topics:
- [[internet finance and decision markets]]
- @BetQuant: "Ranger — the 'first perp aggregator on Solana' that raised $8M+ on MetaDAO? Now MetaDAO is considering shutting the project down and returning f[unds]"
- @defiprime: "Result: liquidity pulled, 5.047M USDC returned to unlocked RNGR holders (~$0.78 book value), IP returned to the team. On-chain governance delivering capital return."

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@ -1,21 +0,0 @@
# Ranger (RNGR)
**Type:** Protocol
**Domain:** internet-finance
**Status:** Liquidated (March 2026)
## Overview
Ranger was a protocol that raised $8M+ through a futarchy-governed ICO on MetaDAO in January 2026. It became the first project to be liquidated by its own tokenholders through futarchy governance after allegations of material misrepresentation.
## Timeline
- **November 2025** — ICO announcement
- **December 2025** — Co-founder presentation claiming $5B volume and $2M revenue for 2025
- **January 2026** — Raised $8M+ via futarchy ICO on MetaDAO
- **Early March 2026** — Liquidation proposal brought by RNGR holders alleging material misrepresentations; on-chain analysis showed ~$2B volume and $500K revenue (both down 90%+ from claimed figures); activity flatlined after ICO announcement
- **March 12, 2026** — Liquidation snapshot; holders received ~5.04 USDC per RNGR from treasury
## Significance
Ranger's liquidation was the first real-world test of the "unruggable ICO" thesis, demonstrating that futarchy governance can enforce investor protection by unwinding projects and returning capital when teams materially misrepresent. The liquidation also overrode a prior 90-day cooldown on buyback/liquidation proposals, showing futarchy can override its own prior decisions when new evidence emerges.

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@ -1,18 +0,0 @@
# Ranger (RNGR)
**Type:** Ownership coin
**Ticker:** RNGR
**Launch Platform:** MetaDAO futarchy launchpad
**Status:** Launched
## Overview
Ranger (RNGR) is an ownership coin launched through MetaDAO's futarchy-governed ICO platform on Solana.
## Timeline
- **2026-04-01** — Confirmed as one of the ownership coins launched through MetaDAO's permissioned launchpad
## Sources
- Telegram conversation with @m3taversal, April 2026

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@ -1,13 +1,70 @@
# Solomon (SOLO) ---
name: "Solomon Labs"
ticker: "$SOLO"
type: entity
subtype: ownership-coin
domain: internet-finance
status: active
launch_platform: metadao-curated
launch_date: "2025-11-14"
**Type:** Protocol raise:
**Domain:** Internet Finance amount_raised_usd: 8000000
**Status:** Active amount_committed_usd: 102900000
oversubscription_ratio: 51.5
## Overview chain:
token_address: "SoLo9oxzLDpcq1dpqAgMwgce5WqkRDtNXK7EPnbmeta"
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: null
total_supply: null
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
Solomon (SOLO) was the first project to raise capital through MetaDAO's formal permissioned launchpad infrastructure. holders: []
traction:
revenue_monthly_usd: null
customers: null
key_metrics:
- "Target APY: 16-20% via basis strategy (long spot, short perp) + T-bills"
- "Team tokens: 500K SOLO per milestone (2x/4x/8x/16x/32x price triggers via 3-month TWAP after 18-month cliff)"
liquidation:
date: null
return_per_dollar: null
reason: null
tracked_by: rio
---
# Solomon Labs
Solomon Labs is building USDv, a composable dollar stablecoin on Solana that generates yield through a basis trading strategy (long spot, short perp) combined with T-bill exposure, targeting 16-20% APY while maintaining full DeFi composability. Raised $8M through MetaDAO's curated ICO with 51.5x oversubscription ($102.9M committed against a $2M target) — the largest single raise on the platform. Team unlock is performance-based with milestone triggers at 2x/4x/8x/16x/32x price via 3-month TWAP after an 18-month cliff.
## Gaps
- Treasury multisig address unknown
- Current market cap, price, and supply data needed
- LP pool addresses needed
- Revenue, TVL, and USDv adoption metrics not documented
- Team/founder information not documented
- Current APY performance vs target not documented
## Timeline ## Timeline
- **2024-XX-XX** — First project to launch through MetaDAO's permissioned launchpad, following the earlier Saber Vote Market raise that predated the formal launchpad. - **2025-11-14 to 2025-11-18** — MetaDAO ICO: $2M target, $102.9M committed, $8M raised (51.5x oversubscribed)
---
Relevant Notes:
- [[metadao]] — launch platform
Topics:
- [[internet finance and decision markets]]

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@ -1,42 +1,89 @@
# Umbra Privacy Protocol ---
name: "Umbra"
ticker: "$UMBRA"
type: entity
subtype: ownership-coin
domain: internet-finance
status: active
launch_platform: metadao-curated
launch_date: "2025-10-06"
**Type:** Privacy protocol raise:
**Chain:** Solana amount_raised_usd: 3000000
**Launch:** March 26, 2025 (public mainnet) amount_committed_usd: 154900000
**Governance:** Futarchy (via MetaDAO) oversubscription_ratio: 206.0
**Token:** $UMBRA
## Overview chain:
token_address: "PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta"
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: 15000000
total_supply: null
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
Umbra is a privacy protocol on Solana that enables shielded transactions, private swaps, and anonymous asset management. Launched through MetaDAO's futarchy-governed ICO platform with 50x oversubscription. holders: []
traction:
revenue_monthly_usd: null
customers: null
key_metrics:
- "8x peak / 3x current vs ICO price (as of Jan 2026)"
- "98% of committed capital refunded ($151.9M)"
- "Sub-90s settlement, <1/1000 fraud rate"
liquidation:
date: null
return_per_dollar: null
reason: null
tracked_by: rio
---
# Umbra
Umbra is a privacy protocol on Solana enabling shielded transactions, private swaps, and anonymous asset management using zero-knowledge proofs. Holds the record for highest MetaDAO oversubscription at 206x ($154.9M committed against a $750K target, raised $3M final). Led by @kru_tweets with contributors @losingw0nder, @josh_trader19, @0xSn0wMan, @lare888.
## Product Features ## Product Features
- **Auto-Claim Anonymity:** Automatic privacy preservation during fund receipt without manual steps - **Auto-Claim Anonymity:** Automatic privacy preservation during fund receipt
- **Distress Mode:** Decoy interface for physical security situations - **Distress Mode:** Decoy interface for physical security situations
- **Hidden Browser UI:** Prevents accidental exposure through UI concealment - **Hidden Browser UI:** Prevents accidental exposure
- **Private Swaps:** Token swaps without visible on-chain trail (40-50 second average, optimizing) - **Private Swaps:** Token swaps without visible on-chain trail (40-50 second average)
- **Compliance Integration:** Built-in Range compliance for regulatory adherence - **Compliance Integration:** Built-in Range compliance for regulatory adherence
- **SDK:** Open SDK at sdk.umbraprivacy.com for third-party integration - **SDK:** Open SDK at sdk.umbraprivacy.com for third-party integration
## Market Position
At launch: $0.42 price, $1.8M treasury AUM, ~15M circulating supply (~4x treasury valuation). Positioned as first-mover privacy solution on Solana.
## Technical Architecture ## Technical Architecture
- Zero-Knowledge proof technology for private computation - Zero-knowledge proof technology for private computation
- Performance hardware-dependent (lightweight proofs, instant on modern devices) - Cross-platform: iOS (TestFlight), Android, Chrome Extension, web app
- Cross-platform: iOS (TestFlight), Android (direct builds), Chrome Extension, web app
- Four initial liquidity pools: $UMBRA, $SOL, $USDC, $USDT - Four initial liquidity pools: $UMBRA, $SOL, $USDC, $USDT
- At launch: $0.42 price, $1.8M treasury AUM, ~15M circulating supply
## Team ## Gaps
Led by @kru_tweets. Contributors include @losingw0nder, @josh_trader19, @0xSn0wMan, @lare888. - Treasury multisig address unknown
- Current market cap and price data needed
- Total supply not confirmed
- LP pool addresses needed
- Revenue metrics not documented
## Timeline ## Timeline
- **2025-Q1** — Private mainnet beta testing - **2025-Q1** — Private mainnet beta testing
- **2025-03-26** — Public mainnet launch via TestFlight v2.2.2 Build 16 - **2025-03-26** — Public mainnet launch (TestFlight v2.2.2 Build 16)
- **2025-03-26** — MoonPay onramp temporarily disabled pending regulatory approval - **2025-10-06 to 2025-10-10** — MetaDAO ICO: $750K target, $154.9M committed, $3M raised (206x oversubscribed)
- **2025-Q2** — Planned: Android/web rollout, swap optimization, transaction history in private mode - **2025-Q2** — Android/web rollout, swap optimization
---
Relevant Notes:
- [[metadao]] — launch platform
Topics:
- [[internet finance and decision markets]]

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@ -1,15 +0,0 @@
# Umbra
**Type:** Company
**Domain:** internet-finance
**Status:** Active
**Launch Platform:** MetaDAO (curated)
## Overview
Umbra is one of the curated ownership coin launches through MetaDAO's platform.
## Timeline
- **[Date Unknown]** — Launched through MetaDAO curated platform
- **2026-04-03** — Confirmed active status

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@ -1,14 +1,70 @@
---
name: "ZKFG"
ticker: "$ZKFG"
type: entity
subtype: ownership-coin
domain: internet-finance
status: active
launch_platform: metadao-curated
launch_date: "2025-10-20"
raise:
amount_raised_usd: 969420
amount_committed_usd: 14900000
oversubscription_ratio: 50.0
chain:
token_address: "ZKFHiLAfAFMTcDAuCtjNW54VzpERvoe7PBF9mYgmeta"
network: solana
market_cap_usd: null
price_usd: null
circulating_supply: null
total_supply: null
treasury_multisig_usd: null
treasury_multisig_address: null
lp_usdc_protocol_controlled_usd: null
lp_pool_addresses: []
equity_value_usd: null
data_updated: null
holders: []
traction:
revenue_monthly_usd: null
customers: null
key_metrics:
- "Failed buyback proposal Jan 16, 2026 ($200K USDC at $0.082/token max)"
liquidation:
date: null
return_per_dollar: null
reason: null
tracked_by: rio
---
# ZKFG # ZKFG
**Type:** Company ZKFG is a zero-knowledge liquid staking mixer on Solana that combines privacy with yield generation through ZK liquid staking. Raised $969K through MetaDAO's curated ICO with 50x oversubscription ($14.9M committed against a $300K target). Notable as the first MetaDAO project to attempt a below-NAV buyback through futarchy governance (January 2026, proposal failed).
**Domain:** internet-finance
**Status:** Active
**Token:** ZKFG
## Overview ## Gaps
ZKFG is a project that raised capital through MetaDAO's permissioned futarchy launchpad. - Treasury multisig address unknown
- Current market cap, price, and supply data needed
- LP pool addresses needed
- Revenue and user metrics not documented
- Team/founder information not documented
- Price performance data not documented
## Timeline ## Timeline
- **2025-2026** — Raised capital through MetaDAO permissioned launchpad - **2025-10-20 to 2025-10-24** — MetaDAO ICO: $300K target, $14.9M committed, $969K raised (50x oversubscribed)
- **2026-01-16** — Below-NAV buyback proposal failed ($200K USDC at $0.082/token max price)
---
Relevant Notes:
- [[metadao]] — launch platform
Topics:
- [[internet finance and decision markets]]

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@ -62,7 +62,7 @@ Evidence: convergent evolution from opposite directions. Futarchy-native project
| Entity | What Happened | When | Lesson | | Entity | What Happened | When | Lesson |
|--------|--------------|------|--------| |--------|--------------|------|--------|
| [[ranger-finance]] | Liquidation proposal passed via futarchy. $6M raised, volume 60% below projections, revenue 75% below. 90%+ recovery from ICO price. | 2026-03 | Futarchy-governed liquidation IS the enforcement mechanism — system working as designed. 90%+ investor recovery validates unruggable ICO promise. | | [[ranger-protocol]] | Liquidation proposal passed via futarchy. $6M raised, volume 60% below projections, revenue 75% below. 90%+ recovery from ICO price. | 2026-03 | Futarchy-governed liquidation IS the enforcement mechanism — system working as designed. 90%+ investor recovery validates unruggable ICO promise. |
| MycoRealms (v1) | First launch failed, relaunched | 2025-2026 | Low relaunch cost (~$90) enables iteration — failure is not permanent | | MycoRealms (v1) | First launch failed, relaunched | 2025-2026 | Low relaunch cost (~$90) enables iteration — failure is not permanent |
## Competitive Dynamics ## Competitive Dynamics