diff --git a/entities/internet-finance/bank-poker-staking.md b/entities/internet-finance/bank-poker-staking.md new file mode 100644 index 00000000..72fc30e6 --- /dev/null +++ b/entities/internet-finance/bank-poker-staking.md @@ -0,0 +1,49 @@ +--- +type: entity +entity_type: protocol +name: $BANK (bankmefun) +domain: internet-finance +status: active +founded: 2026-03 +chain: solana +tags: [poker-staking, ico, metadao-ecosystem, tokenomics] +--- + +# $BANK (bankmefun) + +**Type:** Poker staking protocol with venture capital structure +**Chain:** Solana +**Launch:** March 2026 (via MetaDAO ecosystem, inferred) + +## Overview + +Poker staking operation that funds tournament players in exchange for profit share, with future vision to become a platform letting anyone back poker players. + +## Token Structure + +- **Total supply:** 1 billion tokens +- **Public allocation:** 5% (50 million tokens), fully unlocked at TGE +- **Remaining 95% allocation:** + - Poker bankroll: 25% + - Liquidity management: 24% + - Treasury: 20% + - Marketing: 15% + - Private sales: 10% + - Raydium pool: 1% + +## Business Model + +- Poker staking with typical terms: 20-50% performance fee + 5-10% management fee +- Backers receive 50-80% of winnings +- Future platform vision for permissionless player backing + +## Analysis + +Pine Analytics issued AVOID recommendation (March 2026), citing: +- "Fund-level risk with venture-level dilution" — public buyers get 5% of tokens while bearing high-variance poker outcomes +- Insufficient return model: poker staking Sharpe ratios below public markets don't justify 95% dilution +- Bandwidth fragmentation: team must simultaneously run FANtium AG operations, active poker bankroll, and build new platform + +## Timeline + +- **2026-03-04** — Pine Analytics publishes AVOID recommendation, highlighting 5% public allocation as structural misalignment diff --git a/entities/internet-finance/p2p-me.md b/entities/internet-finance/p2p-me.md index 8fa5c0e2..98cf9b77 100644 --- a/entities/internet-finance/p2p-me.md +++ b/entities/internet-finance/p2p-me.md @@ -55,4 +55,5 @@ Treasury controlled by token holders through futarchy-based governance. Team can - **March 26, 2026** — ICO scheduled on MetaDAO - **2026-03-26** — [[p2p-me-metadao-ico]] Active: ICO scheduled, targeting $6M raise at $15.5M FDV with Pine Analytics identifying 182x gross profit multiple concerns -- **2026-03-26** — [[p2p-me-ico-march-2026]] Active: $6M ICO at $15.5M FDV scheduled on MetaDAO \ No newline at end of file +- **2026-03-26** — [[p2p-me-ico-march-2026]] Active: $6M ICO at $15.5M FDV scheduled on MetaDAO +- **2026-03-26** — [[metadao-p2p-me-ico]] Active: ICO launch targeting $15.5M FDV at 182x gross profit multiple \ No newline at end of file