diff --git a/domains/internet-finance/futarchy-proposals-with-favorable-economics-can-fail-due-to-participation-friction-not-market-disagreement.md b/domains/internet-finance/futarchy-proposals-with-favorable-economics-can-fail-due-to-participation-friction-not-market-disagreement.md index 6acc9ec6..e2a38557 100644 --- a/domains/internet-finance/futarchy-proposals-with-favorable-economics-can-fail-due-to-participation-friction-not-market-disagreement.md +++ b/domains/internet-finance/futarchy-proposals-with-favorable-economics-can-fail-due-to-participation-friction-not-market-disagreement.md @@ -57,16 +57,22 @@ Dean's List treasury proposal passed despite requiring active market participati ### Additional Evidence (extend) -*Source: [[2025-01-14-futardio-proposal-should-deans-list-dao-update-the-liquidity-fee-structure]] | Added: 2026-03-15* +*Source: 2025-01-14-futardio-proposal-should-deans-list-dao-update-the-liquidity-fee-structure | Added: 2026-03-15* Dean's List DAO fee structure proposal passed despite requiring traders to actively migrate to new pools and accept 20x higher fees (0.25% to 5%). The proposal explicitly acknowledged potential 20-30% volume decrease but passed anyway, suggesting the market priced the net treasury benefit (~$19k-25k annual growth) as worth the migration friction. This demonstrates that futarchy can approve proposals with significant user friction when the economic benefit is clear. ### Additional Evidence (extend) -*Source: [[2025-01-14-futardio-proposal-should-deans-list-dao-update-the-liquidity-fee-structure]] | Added: 2026-03-16* +*Source: 2025-01-14-futardio-proposal-should-deans-list-dao-update-the-liquidity-fee-structure | Added: 2026-03-16* Dean's List DAO proposal passed with TWAP threshold requiring only 3% MCAP increase ($307,855 vs $298,889 baseline), suggesting the market viewed the fee increase as marginally positive but not strongly so. The conservative 3% threshold indicates either low participation or weak conviction despite clear revenue projections showing 20x fee increase. + +### Additional Evidence (confirm) +*Source: [[2024-07-18-futardio-proposal-enhancing-the-deans-list-dao-economic-model]] | Added: 2026-03-16* + +The Dean's List proposal passed futarchy governance despite requiring complex multi-step economic modeling (FDV projections, TWAP calculations, sell pressure estimates) that most token holders would not independently verify. The 5.33% projected FDV increase exceeded the 3% TWAP requirement, suggesting the proposal's passage reflected trust in the model rather than independent market validation of the buyback mechanics. + --- Relevant Notes: diff --git a/domains/internet-finance/treasury-buyback-model-creates-constant-buy-pressure-by-converting-revenue-to-governance-token-purchases.md b/domains/internet-finance/treasury-buyback-model-creates-constant-buy-pressure-by-converting-revenue-to-governance-token-purchases.md index 481c3564..0d957878 100644 --- a/domains/internet-finance/treasury-buyback-model-creates-constant-buy-pressure-by-converting-revenue-to-governance-token-purchases.md +++ b/domains/internet-finance/treasury-buyback-model-creates-constant-buy-pressure-by-converting-revenue-to-governance-token-purchases.md @@ -36,6 +36,12 @@ The model assumes consistent service demand (6 dApp reviews per month) and stabl The proposal passed MetaDAO governance but represents a single implementation without long-term performance data. The 80% sell-off assumption is stated as "assumption" in the proposal itself, not empirically validated. No mechanism prevents citizens from selling more than 80% if they face liquidity pressure. + +### Additional Evidence (extend) +*Source: [[2024-07-18-futardio-proposal-enhancing-the-deans-list-dao-economic-model]] | Added: 2026-03-16* + +The Dean's List DAO proposal demonstrates buyback mechanics with specific numbers: charging clients 2500 USDC per review, taking 20% DAO tax in USDC (500), using remaining 2000 USDC to purchase $DEAN tokens, then distributing purchased tokens to DAO citizens as payment. With 80% of recipients selling, the model claims net positive price action because buys exceed sells by 20%. Example shows 400 USDC daily purchases creating 80% increase in trading volume relative to baseline 500 USDC/day, with estimated 5.33% FDV increase from $337,074 to $355,028 monthly. + --- Relevant Notes: diff --git a/inbox/archive/2024-07-18-futardio-proposal-enhancing-the-deans-list-dao-economic-model.md b/inbox/archive/2024-07-18-futardio-proposal-enhancing-the-deans-list-dao-economic-model.md index 9f416606..3b6c0d95 100644 --- a/inbox/archive/2024-07-18-futardio-proposal-enhancing-the-deans-list-dao-economic-model.md +++ b/inbox/archive/2024-07-18-futardio-proposal-enhancing-the-deans-list-dao-economic-model.md @@ -6,9 +6,13 @@ url: "https://www.futard.io/proposal/5c2XSWQ9rVPge2Umoz1yenZcAwRaQS5bC4i4w87B1WU date: 2024-07-18 domain: internet-finance format: data -status: unprocessed +status: enrichment tags: [futardio, metadao, futarchy, solana, governance] event_type: proposal +processed_by: rio +processed_date: 2026-03-16 +enrichments_applied: ["treasury-buyback-model-creates-constant-buy-pressure-by-converting-revenue-to-governance-token-purchases.md", "futarchy-proposals-with-favorable-economics-can-fail-due-to-participation-friction-not-market-disagreement.md"] +extraction_model: "anthropic/claude-sonnet-4.5" --- ## Proposal Details @@ -146,3 +150,13 @@ This way we create volume (3600 \$USDC volume) and the price action is always po - Autocrat version: 0.3 - Completed: 2024-07-22 - Ended: 2024-07-22 + + +## Key Facts +- The Dean's List DAO had FDV of $337,074 and daily trading volume of $500 as of July 2024 +- The Dean's List DAO charges 2500 USDC per dApp review +- The Dean's List DAO proposal assumed 6 dApp reviews per month (15,000 USDC monthly revenue) +- The Dean's List DAO circulating supply: 100,000,000 $DEAN tokens +- The Dean's List DAO $DEAN price was $0.00337 at proposal time +- The Dean's List DAO proposal set 20% DAO tax rate with remainder used for token buybacks +- The Dean's List DAO proposal estimated 80% of paid DAO citizens would sell their $DEAN tokens