rio: extract from 2025-10-15-futardio-proposal-lets-get-futarded.md

- Source: inbox/archive/2025-10-15-futardio-proposal-lets-get-futarded.md
- Domain: internet-finance
- Extracted by: headless extraction cron (worker 4)

Pentagon-Agent: Rio <HEADLESS>

domains/internet-finance/futarchy-airdrop-eligibility-snapshots-create-meta-governance-coordination-by-rewarding-holders-of-related-dao-tokens.md

@@ -0,0 +1,55 @@
+---
+type: claim
+domain: internet-finance
+description: "Coal DAO airdropping 420 tokens to 2,314 META holders demonstrates futarchy DAOs using token distributions to coordinate across related governance communities"
+confidence: experimental
+source: "Futardio proposal: Let's get Futarded (coal DAO), 2025-10-15"
+created: 2026-03-11
+---
+
+# Futarchy airdrop eligibility snapshots create meta-governance coordination by rewarding holders of related DAO tokens
+
+Coal DAO's airdrop of 420 tokens to every META holder (minimum $100 notional value) at October 12, 2025 snapshot demonstrates a coordination mechanism: futarchy-governed projects use airdrops to align incentives across related DAOs, creating meta-governance networks where token holders participate in multiple connected decision markets.
+
+The eligibility criteria—META holders rather than coal miners or users—reveals strategic intent: onboarding the futarchy-native community from MetaDAO rather than rewarding existing participants. This inverts typical airdrop logic (reward users/contributors) in favor of governance alignment (reward decision market participants).
+
+The snapshot mechanism (2,314 wallets holding ≥$100 META) creates a coordination game: META holders who anticipated the airdrop had incentive to maintain positions through the snapshot date, while coal DAO gains access to a pre-filtered community already familiar with futarchy mechanics. The $100 minimum filters for meaningful participation rather than dust-holding Sybils.
+
+The 420 token amount (memetic number, ~1.7% of total airdrop allocation per wallet) suggests symbolic onboarding rather than governance power transfer—enough to participate in decision markets but not enough to dominate outcomes.
+
+## Evidence
+
+**Airdrop structure:**
+- Eligibility: All META holders at October 12, 2025 snapshot holding ≥$100 worth
+- Qualified wallets: 2,314
+- Amount per wallet: 420 coal
+- Total airdrop allocation: 971,880 coal (420 × 2,314)
+- Distribution method: Direct airdrop to wallets holding META at snapshot
+
+**Strategic framing:**
+- Proposal explicitly frames this as "Onboard META holders" (first of three objectives)
+- Targets futarchy-native community rather than coal ecosystem participants
+- Occurs during migration to v0.6 DAO governance, suggesting coordination timing
+
+**Context:**
+- Coal described as "the only futarchy memecoin" and "only PoW coin on Solana" post-Ore transition
+- Proposal passed, indicating community support for cross-DAO coordination
+- Part of broader strategy including Development Fund and liquidity bootstrapping
+
+## Challenges
+
+The $100 minimum threshold is arbitrary and creates cliff effects: a holder with $99 META gets nothing while $100 gets 420 coal. This could incentivize snapshot gaming (buying $100 META before snapshot, selling after).
+
+The airdrop represents 24.3% of the supply increase (971,880 of 4,000,000 new tokens) but only 3.9% of total supply post-expansion (971,880 of 25,000,000), suggesting limited governance impact unless META holders actively participate in coal decision markets.
+
+No evidence provided that META holders have domain expertise in coal's focus areas (PoW mining, memecoins), raising questions about whether futarchy experience transfers across unrelated domains.
+
+---
+
+Relevant Notes:
+- [[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]]
+- [[futarchy-governed-meme-coins-attract-speculative-capital-at-scale.md]]
+
+Topics:
+- [[domains/internet-finance/_map]]
+- [[core/mechanisms/_map]]

domains/internet-finance/futarchy-governed-daos-require-mintable-governance-tokens-because-fixed-supply-treasuries-exhaust-without-issuance-authority-forcing-disruptive-token-architecture-migrations.md

@@ -0,0 +1,57 @@
+---
+type: claim
+domain: internet-finance
+description: "Coal DAO's supply expansion from 21M to 25M tokens demonstrates that futarchy DAOs need token minting authority to fund operations without exhausting treasuries"
+confidence: experimental
+source: "Futardio proposal: Let's get Futarded (coal DAO), 2025-10-15"
+created: 2026-03-11
+---
+
+# Futarchy-governed DAOs require mintable governance tokens because fixed-supply treasuries exhaust without issuance authority forcing disruptive token architecture migrations
+
+Coal DAO's transition from a fixed 21M supply to 25M tokens (19% increase) to fund development and airdrops demonstrates a structural requirement: futarchy-governed organizations need token minting authority or face treasury depletion that forces disruptive supply changes.
+
+The proposal explicitly frames the supply expansion as enabling three critical functions that a fixed-supply treasury could not sustain:
+1. Community onboarding through airdrops (971,880 tokens to 2,314 META holders)
+2. Development fund establishment (3,028,120 tokens with monthly disbursement caps)
+3. Liquidity bootstrapping through OTC sales
+
+The timing is significant: this supply change occurs during migration to v0.6 DAO governance, suggesting the architectural limitation became apparent only when attempting to scale operations. The proposal treats the supply increase as "one-time" but establishes ongoing disbursement mechanisms (30,000 tokens/month to lead dev, with larger grants requiring separate decision markets), indicating that minting authority—not just this specific mint—is the structural requirement.
+
+This pattern mirrors [[futarchy-governed-meme-coins-attract-speculative-capital-at-scale.md]] but reveals a governance maturity problem: projects that launch with fixed supplies for credibility must later disrupt that commitment to fund operations, creating a trust discontinuity that mintable-from-launch designs avoid.
+
+## Evidence
+
+**Supply architecture:**
+- Total supply increase: 21,000,000 → 25,000,000 coal (one-time increase of 4,000,000)
+- Breakdown: 971,880 for airdrop (420 × 2,314 holders), 3,028,120 for Development Fund
+- Mining emissions unchanged by proposal
+
+**Operational funding model:**
+- Monthly disbursements: up to 30,000 coal per month to Grant (lead dev)
+- Large grant threshold: any single use over 69,000 coal requires separate decision market
+- Liquidity mechanism: OTC buyer lined up to purchase portion of Dev Fund, proceeds seed futarchy AMM
+
+**Governance transition context:**
+- Migration to v0.6 DAO governance concurrent with supply change
+- New parameters: 1-day TWAP delay, 1500 USDC + 2000 coal minimum liquidity, 100 bps pass threshold, 10,000 coal staked, 3-day proposal length
+
+## Challenges
+
+The "one-time" framing contradicts the ongoing disbursement structure, suggesting either:
+1. Future supply increases will be required (making this not actually one-time)
+2. The DAO will need revenue sources beyond token issuance
+3. The development fund is expected to appreciate enough to sustain operations
+
+The 19% supply dilution occurring during governance migration creates attribution ambiguity: is this a futarchy requirement or a consequence of launching with the wrong initial supply?
+
+---
+
+Relevant Notes:
+- [[MetaDAOs-Autocrat-program-implements-futarchy-through-conditional-token-markets-where-proposals-create-parallel-pass-and-fail-universes-settled-by-time-weighted-average-price-over-a-three-day-window.md]]
+- [[futarchy-governed-meme-coins-attract-speculative-capital-at-scale.md]]
+- [[token-economics-replacing-management-fees-and-carried-interest-creates-natural-meritocracy-in-investment-governance.md]]
+
+Topics:
+- [[domains/internet-finance/_map]]
+- [[core/mechanisms/_map]]

entities/internet-finance/coal-lets-get-futarded.md

@@ -0,0 +1,86 @@
+---
+type: entity
+entity_type: decision_market
+name: "Coal DAO: Let's get Futarded"
+domain: internet-finance
+status: passed
+parent_entity: "[[futardio]]"
+platform: "futardio"
+proposer: "HAymbnVo1w5sC7hz8E6sdmzSuDpqUwKXWzBeshEAb7WC"
+proposal_url: "https://www.futard.io/proposal/6c1dnggYNpEZvz4fedJ19LAo8Pz2mTTvT6LxySYhpLbA"
+proposal_date: 2025-10-15
+resolution_date: 2025-10-18
+category: "treasury"
+summary: "Supply expansion from 21M to 25M coal tokens to fund META holder airdrop, establish Development Fund, and migrate to v0.6 governance"
+tracked_by: rio
+created: 2026-03-11
+---
+
+# Coal DAO: Let's get Futarded
+
+## Summary
+
+This proposal executed three major changes to coal DAO: (1) airdropped 420 coal to 2,314 META holders holding ≥$100 at October 12, 2025 snapshot, (2) expanded total supply from 21M to 25M tokens (19% increase) to fund the airdrop and establish a 3M token Development Fund, and (3) migrated to v0.6 DAO governance with formalized futarchy parameters including 1-day TWAP delay, minimum liquidity requirements, and recursive decision markets for large grants.
+
+The proposal passed and completed on 2025-10-18, representing coal DAO's transition from fixed-supply memecoin to actively governed futarchy organization with ongoing treasury operations.
+
+## Market Data
+
+- **Outcome:** Passed
+- **Proposer:** HAymbnVo1w5sC7hz8E6sdmzSuDpqUwKXWzBeshEAb7WC
+- **Proposal account:** 6c1dnggYNpEZvz4fedJ19LAo8Pz2mTTvT6LxySYhpLbA
+- **DAO account:** 3LGGRzLrgwhEbEsNYBSTZc5MLve1bw3nDaHzzfJMQ1PG
+- **Autocrat version:** 0.3
+- **Proposal length:** 3 days (Oct 15-18, 2025)
+
+## Key Provisions
+
+**Airdrop:**
+- 971,880 coal total (420 × 2,314 eligible wallets)
+- Eligibility: META holders at Oct 12, 2025 snapshot with ≥$100 notional value
+- Direct distribution to qualifying wallets
+
+**Supply Expansion:**
+- Previous supply: 21,000,000 coal
+- New supply: 25,000,000 coal
+- Increase: 4,000,000 coal (19%)
+- Allocation: 971,880 airdrop + 3,028,120 Development Fund
+- Mining emissions unchanged
+
+**Development Fund:**
+- Size: 3,028,120 coal
+- Manager: DAO treasury
+- Monthly disbursements: up to 30,000 coal to Grant (lead dev)
+- Large grant threshold: >69,000 coal requires separate decision market
+- Purpose: protocol development, futarchy experiments, community contributions, marketing, liquidity seeding
+- Transparency: public ledger, monthly forum reports, verified addresses
+
+**v0.6 Governance Parameters:**
+- TWAP delay: 1 day
+- Minimum liquidity: 1500 USDC + 2000 coal
+- Pass threshold: 100 bps
+- Coal staked: 10,000
+- Proposal length: 3 days
+
+**Liquidity Kickstart:**
+- OTC buyer lined up to purchase portion of Dev Fund
+- Proceeds to seed futarchy AMM and bootstrap coal liquidity
+
+## Significance
+
+This proposal demonstrates three critical patterns in futarchy governance:
+
+1. **Supply flexibility requirement:** The 19% supply expansion reveals that futarchy DAOs need token minting authority to fund operations, contradicting the fixed-supply credibility that many crypto projects use for legitimacy.
+
+2. **Cross-DAO coordination:** The META holder airdrop creates meta-governance networks where futarchy-native communities (MetaDAO holders) get onboarded to derivative projects, using token holding as credential for governance participation.
+
+3. **Recursive futarchy:** The 69,000 coal threshold for large grants requiring separate decision markets implements futarchy-within-futarchy, where the governance mechanism governs its own spending decisions above materiality thresholds.
+
+The proposal's passage during governance migration timing suggests these changes were architectural requirements discovered during scaling, not initial design choices.
+
+## Relationship to KB
+
+- [[futardio]] — governance decision expanding supply and formalizing treasury operations
+- [[metadao]] — coordination through META holder airdrop
+- [[MetaDAOs Autocrat program implements futarchy through conditional token markets where proposals create parallel pass and fail universes settled by time-weighted average price over a three-day window]] — v0.6 parameter implementation
+- [[futarchy-governed-meme-coins-attract-speculative-capital-at-scale]] — coal as "only futarchy memecoin"

entities/internet-finance/futardio.md

@@ -46,6 +46,8 @@ MetaDAO's token launch platform. Implements "unruggable ICOs" — permissionless
 
 - **2026-03-07** — Areal DAO launch: $50K target, raised $11,654 (23.3%), REFUNDING status by 2026-03-08 — first documented failed futarchy-governed fundraise on platform
 - **2026-03-04** — [[seekervault]] fundraise launched targeting $75,000, closed next day with only $1,186 (1.6% of target) in refunding status
+- **2025-10-15** — Coal DAO proposal "Let's get Futarded" submitted, proposing 420 coal airdrop to 2,314 META holders, supply expansion from 21M to 25M tokens, and Development Fund establishment with 30K coal/month disbursements
+- **2025-10-18** — Coal DAO proposal passed and completed, executing supply expansion to 25M tokens and migration to v0.6 DAO governance with 1-day TWAP delay, 1500 USDC + 2000 coal minimum liquidity, 100 bps pass threshold
 ## Competitive Position
 - **Unique mechanism**: Only launch platform with futarchy-governed accountability and treasury return guarantees
 - **vs pump.fun**: pump.fun is memecoin launch (zero accountability, pure speculation). Futardio is ownership coin launch (futarchy governance, treasury enforcement). Different categories despite both being "launch platforms."

inbox/archive/2025-10-15-futardio-proposal-lets-get-futarded.md

@@ -6,9 +6,15 @@ url: "https://www.futard.io/proposal/6c1dnggYNpEZvz4fedJ19LAo8Pz2mTTvT6LxySYhpLb
 date: 2025-10-15
 domain: internet-finance
 format: data
-status: unprocessed
+status: processed
 tags: [futardio, metadao, futarchy, solana, governance]
 event_type: proposal
+processed_by: rio
+processed_date: 2026-03-11
+claims_extracted: ["futarchy-governed-daos-require-mintable-governance-tokens-because-fixed-supply-treasuries-exhaust-without-issuance-authority-forcing-disruptive-token-architecture-migrations.md", "futarchy-airdrop-eligibility-snapshots-create-meta-governance-coordination-by-rewarding-holders-of-related-dao-tokens.md"]
+enrichments_applied: ["futarchy-governed-meme-coins-attract-speculative-capital-at-scale.md"]
+extraction_model: "anthropic/claude-sonnet-4.5"
+extraction_notes: "Extracted two novel claims about futarchy DAO treasury requirements and cross-DAO coordination mechanisms. Created decision_market entity for the proposal itself (significant governance decision with supply expansion and mechanism changes). Enriched three existing claims with concrete parameter values and coordination evidence. Coal DAO demonstrates futarchy governance evolution beyond launch phase into ongoing treasury operations."
 ---
 
 ## Proposal Details
@@ -97,3 +103,10 @@ Voting
 - Autocrat version: 0.3
 - Completed: 2025-10-18
 - Ended: 2025-10-18
+
+
+## Key Facts
+- Coal DAO total supply expanded from 21M to 25M tokens (2025-10-15)
+- 2,314 wallets held ≥$100 META at October 12, 2025 snapshot
+- Coal DAO v0.6 governance parameters: 1-day TWAP delay, 1500 USDC + 2000 coal minimum liquidity, 100 bps pass threshold, 10K coal staked, 3-day proposals
+- Coal described as 'only futarchy memecoin' and 'only PoW coin on Solana' post-Ore transition