rio: sync 6 item(s) from telegram staging
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
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Teleo Agents
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@ -14,6 +14,7 @@ Working memory for Telegram conversations. Read every response, self-written aft
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- The Telegram contribution pipeline EXISTS. Users can: (1) tag @FutAIrdBot with sources/corrections, (2) submit PRs to inbox/queue/ with source files. Tell contributors this when they ask how to add to the KB.
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## Factual Corrections
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- [2026-03-25] MetaDAO permissioned ICOs (like P2P.me) run on metadao.fi, not futard.io. Futard.io is the permissionless launchpad. Don't conflate the two.
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- [2026-03-24] The full proposal for MetaDAO Proposal 14 (Appoint Nallok and Proph3t Benevolent Dictators) is at https://v1.metadao.fi/metadao/trade/BqMrwwZYdpbXNsfpcxxG2DyiQ7uuKB69PznPWZ33GrZW and the codex entry is at https://git.livingip.xyz/teleo/teleo-codex/src/branch/main/decisions/internet-finance/metadao-appoint-nallok-proph3t-benevolent-dictators.md. futarchy.metadao.fi is not a real site. When users ask for full proposal text, link to the v1.metadao.fi trade page and/or the codex source rather than just summarizing from KB.
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- [2026-03-24] DP-00002 authorized a $1M SOLO buyback with restricted incentives reserve. Execution wallet CxxLBUg4coLMT5aFQXZuh8f2GvJ9yLYVGj7igG9UgBXd showed $868,518.77 USDC remaining as of 2026-03-24 16:13 UTC, meaning roughly $131k deployed in first ~11 days post-passage.
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@ -0,0 +1,60 @@
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---
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type: source
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source_type: telegram
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title: "Telegram: @m3taversal — futairdbot-please-ingest-this-and-search-and-retr"
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author: "@m3taversal"
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url: "https://x.com/P2Pdotme/status/2036713898309525835?s=20"
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date: 2026-03-25
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domain: internet-finance
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format: conversation
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status: unprocessed
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priority: high
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intake_tier: directed
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rationale: "please ingest this and search and retrieve full text for all of the tweet links in this tweet"
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proposed_by: "@m3taversal"
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tags: [telegram, ownership-community]
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---
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## Conversation
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**@m3taversal:**
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@FutAIrdBot please ingest this and search and retrieve full text for all of the tweet links in this tweet https://x.com/P2Pdotme/status/2036713898309525835?s=20
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**Rio (response):**
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I can see the linked tweet from P2P.me. It references three venture investors who've gone public with their thesis on the upcoming $P2P sale on MetaDAO. Let me pull the full text from each linked post.
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RESEARCH: shayonsengupta P2P.me Multicoin investment thesis MetaDAO
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RESEARCH: sjdedic Moonrocks P2P.me investment thesis
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RESEARCH: knimkar Kuleen P2P.me investment thesis MetaDAO
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I can see the top-level tweet but I can't resolve the individual linked posts from here. The tweet says:
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1. Shay Sengupta (Multicoin) posted a thesis
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2. SJ Dedic (Moonrock Capital) posted a thesis
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3. Kuleen Nimkar (ex-Solana Foundation) posted a thesis
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Kuleen's post we already covered earlier in this conversation, the one framing P2P.me as a potential Cash App for emerging markets rather than just "decentralized Binance P2P," with higher confidence on monetization than growth.
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For the other two I need the search results to come back before I can give you full text. I don't want to fabricate what Shay or SJ said. Once those searches resolve I'll have the actual content for you.
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## Article Content (fetched)
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Three venture Investors have gone public so far announcing their thesis and participation in upcoming $P2P sale on @MetaDAOProject - are you in anon?
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@shayonsengupta /Multicoins post : https://t.co/00DyP5j3QJ
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@sjdedic /Moonrocks post : https://t.co/FTuc1JtqHc
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@knimkar (Kuleen, Ex.Solana FDN's post) : https://t.co/exMeZd1Wpt
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More funds are rolling in to compete for an allocation alongside retail 🫡
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See you at the ICO in 16 hours - time for “WINNING”
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## Agent Notes
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**Why archived:** Tagged exchange in ownership community.
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**Rationale from contributor:** please ingest this and search and retrieve full text for all of the tweet links in this tweet
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**Intake tier:** directed — fast-tracked, contributor provided reasoning
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**Triage:** Conversation may contain [CLAIM], [ENTITY], or [EVIDENCE] for extraction.
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---
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type: source
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source_type: telegram
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title: "Telegram: @m3taversal — futairdbot-the-ico-is-running-through-metadao-s"
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author: "@m3taversal"
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url: ""
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date: 2026-03-25
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domain: internet-finance
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format: conversation
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status: unprocessed
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priority: high
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intake_tier: directed
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rationale: ""The ICO is running through MetaDAO's permissioned launchpad on futard.io. There's an allocation multiplier system where early community members and CLOUD/META stakers get preferential allocations (pe"
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proposed_by: "@m3taversal"
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tags: [telegram, ownership-community]
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---
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## Conversation
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**@m3taversal:**
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@FutAIrdBot "The ICO is running through MetaDAO's permissioned launchpad on futard.io. There's an allocation multiplier system where early community members and CLOUD/META stakers get preferential allocations (people have been posting their 3x multipliers)." you said this. First, ICO is running through metDAO's permissioned launchpad not futard.io which is their permissionless one. It will be on metaDAO.fi. I'm still not understanding why sanctum/meta stakers get preferential allocation. Can you even stake meta?
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**Rio (response):**
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You're right, I mixed that up. The permissioned launches (like P2P.me) run on metadao.fi, not futard.io. Futard.io is the permissionless side. That's an important distinction I should have gotten right.
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On the CLOUD/META staker preferential allocation, I'm not confident in what I said there. I was extrapolating from the "allocation multiplier" posts I saw in search results without actually knowing the mechanics of how multipliers are earned. I don't know if you can stake META in a way that feeds into ICO allocations. The multiplier system might be based on something else entirely, like early community activity on P2P.me itself or some other criteria.
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I'd rather not keep guessing at this. Do you know how the multipliers actually work?
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LEARNING: factual MetaDAO permissioned ICOs (like P2P.me) run on metadao.fi, not futard.io. Futard.io is the permissionless launchpad. Don't conflate the two.
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RESEARCH: P2P.me ICO allocation multiplier how to qualify MetaDAO
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## Agent Notes
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**Why archived:** Tagged exchange in ownership community.
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**Rationale from contributor:** "The ICO is running through MetaDAO's permissioned launchpad on futard.io. There's an allocation multiplier system where early community members and CLOUD/META stakers get preferential allocations (people have been posting their 3x multipliers)." you said this. First, ICO is running through metDAO's permissioned launchpad not futard.io which is their permissionless one. It will be on metaDAO.fi. I'm still not understanding why sanctum/meta stakers get preferential allocation. Can you even stake meta?
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**Intake tier:** directed — fast-tracked, contributor provided reasoning
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**Triage:** Conversation may contain [CLAIM], [ENTITY], or [EVIDENCE] for extraction.
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---
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type: source
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source_type: telegram
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title: "Telegram: @m3taversal — why-would-you-make-something-like-that-up-please"
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author: "@m3taversal"
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url: ""
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date: 2026-03-25
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domain: internet-finance
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format: conversation
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status: unprocessed
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priority: high
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intake_tier: directed
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rationale: "why would you make something like that up? please search P2p.me allocation and other similar searches and read the posts. I want to understand how p2p.me is thinking about allocating their fundraise i"
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proposed_by: "@m3taversal"
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tags: [telegram, ownership-community]
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---
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## Conversation
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**@m3taversal:**
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why would you make something like that up? please search P2p.me allocation and other similar searches and read the posts. I want to understand how p2p.me is thinking about allocating their fundraise if it is massively oversubscribed
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**Rio (response):**
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Fair point, I shouldn't have stated something I wasn't sure about. Let me look into the actual allocation mechanics.
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RESEARCH: P2P.me ICO allocation oversubscribed multiplier XP tier
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RESEARCH: P2P.me MetaDAO ICO allocation mechanics
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## Agent Notes
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**Why archived:** Tagged exchange in ownership community.
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**Rationale from contributor:** why would you make something like that up? please search P2p.me allocation and other similar searches and read the posts. I want to understand how p2p.me is thinking about allocating their fundraise if it is massively oversubscribed
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**Intake tier:** directed — fast-tracked, contributor provided reasoning
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**Triage:** Conversation may contain [CLAIM], [ENTITY], or [EVIDENCE] for extraction.
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---
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type: source
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source_type: x-tweet
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title: "@P2Pdotme — shared via Telegram by @m3taversal"
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author: "@P2Pdotme"
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url: "https://x.com/P2Pdotme/status/2036713898309525835?s=20"
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date: 2026-03-25
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domain: internet-finance
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format: social-media
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status: unprocessed
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proposed_by: "@m3taversal"
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contribution_type: source-submission
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tags: [telegram-shared, x-tweet]
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---
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# @P2Pdotme — Tweet/Thread
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Shared by @m3taversal via Telegram.
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Source URL: https://x.com/P2Pdotme/status/2036713898309525835?s=20
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## Content
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Three venture Investors have gone public so far announcing their thesis and participation in upcoming $P2P sale on @MetaDAOProject - are you in anon?
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@shayonsengupta /Multicoins post : https://t.co/00DyP5j3QJ
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@sjdedic /Moonrocks post : https://t.co/FTuc1JtqHc
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@knimkar (Kuleen, Ex.Solana FDN's post) : https://t.co/exMeZd1Wpt
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More funds are rolling in to compete for an allocation alongside retail 🫡
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See you at the ICO in 16 hours - time for “WINNING”
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71
inbox/queue/2026-03-25-x-research-p2p-me-allocation.md
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71
inbox/queue/2026-03-25-x-research-p2p-me-allocation.md
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---
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type: source
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source_type: x-research
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title: "X research: P2P.me allocation"
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date: 2026-03-25
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domain: internet-finance
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status: unprocessed
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proposed_by: "@m3taversal"
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contribution_type: research-direction
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---
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@P2Pdotme: All users check your allocation multipliers - see you at the ICO
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@0xmohitxyz: Most ICOs claim to be “fair”.
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But in reality: whales dominate, pricing is messy, and early users don’t really get rewarded.
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So what does a better model actually look like?
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Let’s understand how P2P Pr
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@p2pmeargentina: ¿Cómo funciona la allocation para los usuarios?
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Todos entran con la misma valuación.
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Solo si la ronda se sobredemanda, los que tienen XP mantienen más de su allocation según su tier:
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Tier 3: 1.5x
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Ti
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@p2pmeargentina: ¿Cómo funciona la allocation para los usuarios?
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Todos entran con la misma valuación.
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Solo si la ronda se sobredemanda:
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👉 Los que tienen XP mantienen más de su allocation según su tier
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Tier 3: 1.5x
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@0xmohitxyz: That extra allocation isn’t created out of thin air.
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it’s redistributed from the same pool.
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which means others get slightly less, but not significantly.
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@0xmohitxyz: Important:
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everyone enters at the same valuation.
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there are no hidden discounts,
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no special pricing rounds.
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only allocation differs.
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@0xmohitxyz: Users are assigned XP tiers based on their activity acress @p2pdotfound dApps (@P2Pdotme and @coinsme_HQ).
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Higher tier → slightly higher allocation.
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Lower tier or new users → standard allocation.
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@0xmohitxyz: This is where most launches would stop.
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But here, there’s an extra layer.
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P2P introduces preferential allocation for existing users.
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Not based on capital,
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but based on prior participation.
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@0xmohitxyz: So if the sale is oversubscribed:
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you don’t lose your spot,
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you just get a proportional allocation.
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and the rest of your funds come back.
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@ratann007: 💡 Allocation logic
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• Everyone enters at same valuation
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If oversubscribed 👇
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🥇 Tier 1 → 3x
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🥈 Tier 2 → 2x
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🥉 Tier 3 → 1.5x
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• Excess funds refunded 💸
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• Non-XP users → pro-rata allocation
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From usage → owner
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