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rio: extract from 2026-03-00-solana-launchpad-competitive-landscape.md

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- Source: inbox/archive/2026-03-00-solana-launchpad-competitive-landscape.md
- Domain: internet-finance
- Extracted by: headless extraction cron (worker 2)

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entities/internet-finance/metadao.md
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@ -54,6 +54,7 @@ The futarchy governance protocol on Solana. Implements decision markets through
- **2026-03** — Pine Analytics Q4 2025 quarterly report published
- **2024-02-18** — [[metadao-otc-trade-pantera-capital]] failed: Pantera Capital's $50,000 OTC purchase proposal rejected by futarchy markets
- **2026-03-00** — Competitive landscape analysis positions MetaDAO as futarchy-governed quality filter in Solana launchpad market, with 8 ICOs raising $25.6M at 15x average oversubscription, contrasting with Pump.fun's permissionless model (11M+ launches, <0.5% survival rate)
## Key Decisions
| Date | Proposal | Proposer | Category | Outcome |
|------|----------|----------|----------|---------|

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inbox/archive/2026-03-00-solana-launchpad-competitive-landscape.md
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@ -7,9 +7,14 @@ date: 2026-03-00
domain: internet-finance
secondary_domains: []
format: market-analysis
status: unprocessed
status: enrichment
priority: medium
tags: [solana, launchpads, pump-fun, metadao, capital-formation, token-launches, competitive-landscape]
processed_by: rio
processed_date: 2026-03-11
enrichments_applied: ["futarchy-governed-permissionless-launches-require-brand-separation-to-manage-reputational-liability.md", "ownership-coins-primary-value-proposition-is-investor-protection-not-governance-quality.md", "cryptos-primary-use-case-is-capital-formation-not-payments-or-store-of-value.md", "MetaDAO-is-the-futarchy-launchpad-on-Solana-where-projects-raise-capital-through-unruggable-ICOs-governed-by-conditional-markets-creating-the-first-platform-for-ownership-coins-at-scale.md"]
extraction_model: "anthropic/claude-sonnet-4.5"
extraction_notes: "Strong competitive landscape data positioning MetaDAO's futarchy model against permissionless alternatives. Two new claims extracted: (1) MetaDAO's oversubscription data as evidence of market demand for curated launches, (2) Pump.fun's revenue model demonstrating that volume-based fees can be profitable despite catastrophic project failure rates. Four enrichments applied to existing claims about brand separation, investor protection, capital formation, and MetaDAO's positioning. Five new entities created for Solana launchpad ecosystem players (Pump.fun, Solanium, Bags.fm, Magic Eden) plus timeline update for MetaDAO. The <0.5% survival rate statistic is the strongest argument for curation mechanisms and validates the reputational liability thesis."
---
## Content
@ -52,3 +57,13 @@ MetaDAO and Solanium are positioned as solutions — MetaDAO through futarchy pr
PRIMARY CONNECTION: [[futarchy-governed permissionless launches require brand separation to manage reputational liability]]
WHY ARCHIVED: Competitive landscape data positions MetaDAO's futarchy model against permissionless alternatives — survival rate data is the strongest argument for curation
EXTRACTION HINT: Focus on the curation vs permissionless spectrum as a market structure claim — what does the 9M tokens / <0.5% survival rate tell us about where value accrues in capital formation?
## Key Facts
- 9 million tokens launched on Solana in 2025
- Pump.fun: $700M+ revenue since January 2024
- Pump.fun: 11M+ tokens launched
- Pump.fun: 70% market share of Solana token launches at peak
- Pump.fun: <0.5% of tokens survive beyond 30 days
- MetaDAO: 8 ICOs, $25.6M raised, 15x oversubscription
- Bonding curve model: 1B tokens per launch, 800M to bonding curve