From 9175ddf52e6d7b26142d534892c1136ac5289957 Mon Sep 17 00:00:00 2001 From: Teleo Agents Date: Thu, 12 Mar 2026 15:09:48 +0000 Subject: [PATCH] rio: extract from 2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md - Source: inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md - Domain: internet-finance - Extracted by: headless extraction cron (worker 3) Pentagon-Agent: Rio --- entities/internet-finance/futardio.md | 1 + .../sanctum-incentivise-inf-sol-liquidity.md | 37 +++++++++++++++++++ ...-to-25m-cloud-to-incentivise-inf-sol-li.md | 15 +++++++- 3 files changed, 52 insertions(+), 1 deletion(-) create mode 100644 entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md diff --git a/entities/internet-finance/futardio.md b/entities/internet-finance/futardio.md index 3939e101..308442a6 100644 --- a/entities/internet-finance/futardio.md +++ b/entities/internet-finance/futardio.md @@ -46,6 +46,7 @@ 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 +- **2025-03-08** — Sanctum CLOUD-003 proposal passed: First major DeFi protocol using futarchy for operational liquidity management decisions (2.5M CLOUD treasury deployment) ## 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." diff --git a/entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md b/entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md new file mode 100644 index 00000000..b26145d1 --- /dev/null +++ b/entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md @@ -0,0 +1,37 @@ +--- +type: entity +entity_type: decision_market +name: "Sanctum: Should Sanctum use up to 2.5M CLOUD to incentivise INF-SOL liquidity via Kamino Vaults?" +domain: internet-finance +status: passed +parent_entity: "[[sanctum]]" +platform: "futardio" +proposal_url: "https://www.futard.io/proposal/6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q" +proposal_date: 2025-03-05 +resolution_date: 2025-03-08 +category: "treasury" +summary: "Treasury deployment of up to 2.5M CLOUD tokens to incentivize INF-SOL liquidity through Kamino vaults with 20% initial APY dropping to 15%" +tracked_by: rio +created: 2026-03-11 +--- + +# Sanctum: Should Sanctum use up to 2.5M CLOUD to incentivise INF-SOL liquidity via Kamino Vaults? + +## Summary +Proposal to deploy up to 2.5M CLOUD tokens to incentivize liquidity for the INF-SOL pair through Kamino managed vaults. The incentive structure offers 20% APY for the first month, then 15% thereafter, targeting $2.5M TVL. The proposal addresses insufficient native SOL liquidity depth for INF despite its strong performance relative to other LSTs (outperforms mSOL and jitoSOL). + +## Market Data +- **Outcome:** Passed +- **Resolution Date:** 2025-03-08 +- **Proposal Account:** 6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q + +## Rationale +INF has consistently outperformed major Solana LSTs (mSOL, jitoSOL) but lacks sufficient liquidity depth for large depositors. Over 95% of existing xSOL-SOL liquidity comes from Kamino managed vaults rather than direct LP positions, indicating users prefer automated position management. The INF-SOL Kamino vault has historically outperformed 100% INF holding due to high capital velocity (trading volume relative to TVL). + +## Significance +Demonstrates futarchy governance being applied to operational treasury decisions for DeFi liquidity management, extending beyond fundraising use cases. Shows how conditional markets can evaluate complex capital allocation decisions involving yield optimization, liquidity depth targets, and protocol-owned liquidity strategies. + +## Relationship to KB +- [[sanctum]] - parent entity governance decision +- [[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]] - governance mechanism used +- [[futardio]] - platform diff --git a/inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md b/inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md index 1279d722..b7e3d150 100644 --- a/inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md +++ b/inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md @@ -6,9 +6,14 @@ url: "https://www.futard.io/proposal/6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7 date: 2025-03-05 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 +enrichments_applied: ["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", "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: "Proposal is primarily factual governance data (treasury deployment decision) rather than novel claims about futarchy mechanisms. Enriches existing claims about MetaDAO/futarchy by showing operational use case beyond fundraising. Created decision_market entity for the proposal and updated parent entities with timeline entries." --- ## Proposal Details @@ -75,3 +80,11 @@ Assuming the $2.5M TVL cap is reached, incentives should last 6 months at least. - Autocrat version: 0.3 - Completed: 2025-03-08 - Ended: 2025-03-08 + + +## Key Facts +- INF outperforms mSOL and jitoSOL but slightly underperforms jupSOL (2025-03-05) +- 95%+ of xSOL-SOL liquidity on Solana AMMs comes from Kamino managed vaults (2025-03-05) +- INF-SOL Kamino vault has outperformed 100% INF holding strategy due to high capital velocity (2025-03-05) +- Industry standard for LP incentives is 15% combined APY (fees + incentives) (2025-03-05) +- Sanctum proposal targets $2.5M TVL cap with incentives lasting minimum 6 months at that level (2025-03-05)