rio: extract claims from 2026-04-01-telegram-m3taversal-futairdbot-can-you-please-list-all-the-metadao-ow
Some checks are pending
Mirror PR to Forgejo / mirror (pull_request) Waiting to run
Some checks are pending
Mirror PR to Forgejo / mirror (pull_request) Waiting to run
- Source: inbox/queue/2026-04-01-telegram-m3taversal-futairdbot-can-you-please-list-all-the-metadao-ow.md - Domain: internet-finance - Claims: 0, Entities: 5 - Enrichments: 1 - Extracted by: pipeline ingest (OpenRouter anthropic/claude-sonnet-4.5) Pentagon-Agent: Rio <PIPELINE>
This commit is contained in:
Teleo Agents
parent
77b4db8c32
commit
98f38c8415
5 changed files with 60 additions and 132 deletions
|
|
@ -1,13 +1,17 @@
|
|||
# Avici
|
||||
|
||||
**Type:** Token project
|
||||
**Launch Platform:** MetaDAO permissioned launchpad
|
||||
**Type:** Ownership coin
|
||||
**Launch Platform:** MetaDAO futarchy launchpad
|
||||
**Status:** Launched
|
||||
|
||||
## Overview
|
||||
|
||||
Avici is a project that launched through MetaDAO's futarchy-governed launchpad infrastructure.
|
||||
Avici is an ownership coin launched through MetaDAO's futarchy-governed ICO platform on Solana.
|
||||
|
||||
## Timeline
|
||||
|
||||
- **2026-03-30** — Confirmed as launched through MetaDAO permissioned launchpad
|
||||
- **2026-04-01** — Confirmed as one of the ownership coins launched through MetaDAO's permissioned launchpad
|
||||
|
||||
## Sources
|
||||
|
||||
- Telegram conversation with @m3taversal, April 2026
|
||||
17
entities/internet-finance/omfg.md
Normal file
17
entities/internet-finance/omfg.md
Normal file
|
|
@ -0,0 +1,17 @@
|
|||
# OMFG
|
||||
|
||||
**Type:** Ownership coin
|
||||
**Launch Platform:** MetaDAO futarchy launchpad
|
||||
**Status:** Launched
|
||||
|
||||
## Overview
|
||||
|
||||
OMFG is an ownership coin launched through MetaDAO's futarchy-governed ICO platform on Solana.
|
||||
|
||||
## Timeline
|
||||
|
||||
- **2026-04-01** — Confirmed as one of the ownership coins launched through MetaDAO's permissioned launchpad
|
||||
|
||||
## Sources
|
||||
|
||||
- Telegram conversation with @m3taversal, April 2026
|
||||
|
|
@ -1,98 +1,17 @@
|
|||
---
|
||||
type: entity
|
||||
entity_type: company
|
||||
name: "OmniPair"
|
||||
domain: internet-finance
|
||||
handles: ["@omnipair"]
|
||||
website: https://omnipair.com
|
||||
status: active
|
||||
tracked_by: rio
|
||||
created: 2026-03-11
|
||||
last_updated: 2026-03-11
|
||||
founded: 2025-01-01
|
||||
founders: ["rakka"]
|
||||
category: "Combined AMM + lending protocol (Solana)"
|
||||
parent: "futardio"
|
||||
stage: seed
|
||||
market_cap: "$2-3M (as of ~2026-02-25)"
|
||||
ico_raise: "$1.1M (July 2025 via MetaDAO)"
|
||||
treasury: "$550K USDC"
|
||||
token_price: "$0.46"
|
||||
token_performance: "OMFG up ~480% since ICO"
|
||||
funding: "ICO via MetaDAO"
|
||||
key_metrics:
|
||||
tvl: "$250-300K (~3 weeks post-launch)"
|
||||
volume_tvl_ratio: "~0.8x monthly, trending toward 1x"
|
||||
borrow_rate: "1% annualized (conservative rate controller defaults)"
|
||||
team_size: "6"
|
||||
competitors: ["raydium", "meteora", "drift"]
|
||||
built_on: ["Solana"]
|
||||
tags: ["futarchy-ecosystem", "metadao", "leverage", "amm", "lending"]
|
||||
---
|
||||
# Omnipair
|
||||
|
||||
# OmniPair
|
||||
**Type:** Ownership coin
|
||||
**Launch Platform:** MetaDAO futarchy launchpad
|
||||
**Status:** Launched
|
||||
|
||||
## Overview
|
||||
Combined AMM + lending protocol on Solana — swapping and borrowing in the same pool. Currently the only venue for leverage on MetaDAO ecosystem tokens. Part of the futarchic governance ecosystem: enables large bets on decision market outcomes, increases volume, and improves signal quality in futarchy proposals.
|
||||
|
||||
## Current State
|
||||
- **Market cap**: ~$2-3M (OMFG token) — approximately 1/40th of MetaDAO's valuation
|
||||
- **TVL**: ~$250-300K (~3 weeks post-launch as of late Feb 2026)
|
||||
- **Borrow rate**: 1% annualized — extremely low due to conservative rate controller defaults (only increases above 85% utilization). Market-clearing rate for META/OMFG could reach 15-20% annually.
|
||||
- **Withdrawal fee**: 1% — unique among AMMs. Exists to prevent a specific liquidity manipulation/liquidation attack. Planned fix: free withdrawal after ~3-day waiting period.
|
||||
- **DexScreener visibility**: Only ~10% of liquidity displays on some scanners (~$50K visible), making token look like a rug. Caused by Futarchic AMM structure.
|
||||
- **Program status**: NOT immutable — controlled by multi-sig. ~4 contract upgrades in first week post-launch.
|
||||
- **Pools**: ~50% seeded by MetaDAO/Colin (not formally/officially)
|
||||
Omnipair is an ownership coin launched through MetaDAO's futarchy-governed ICO platform on Solana.
|
||||
|
||||
## Timeline
|
||||
- **~2025-Q4** — Audit period begins (~3 months of audits)
|
||||
- **~2026-02-15** — OmniPair launches (public beta / guarded launch)
|
||||
- **2026-02-15 to 2026-02-22** — ~4 contract upgrades in first week
|
||||
- **~2026-03-01** — Jupiter SDK ready, forked by Jupiter team. Integration expected imminently.
|
||||
- **~2026-03-15 (est)** — Leverage/looping feature expected (1-3 weeks from late Feb conversation). Implemented and audited in contracts, needs auxiliary peripheral program.
|
||||
- **Pending** — LP experience improvements, combined APY display (swap + interest), off-chain watchers for bad debt monitoring
|
||||
|
||||
- **2026-01-00** — Performance update: reached 16x peak return, currently trading at ~5x from ICO price
|
||||
- **2026-03-09** — Jupiter SDK integration ready and imminent; identified as highest-impact near-term catalyst. Team of 6, $2-3M market cap, $250-300K TVL. Core challenge: chicken-and-egg liquidity bootstrapping between LPs (need borrow demand) and borrowers (need LP depth). Rate controller mechanism adjusts borrow costs dynamically based on utilization. 1% withdrawal fee implemented for security. Positioned as 'only game in town' for metaDAO ecosystem leverage until Drift enters (if META hits $1B).
|
||||
## Competitive Position
|
||||
- **"Only game in town"** for leverage on MetaDAO ecosystem tokens currently
|
||||
- Rakka argues mathematically: same AMM + aggregator integration + borrow rate surplus = must yield more than Raydium for equivalent pools
|
||||
- **Key vulnerability**: temporary moat. If MetaDAO reaches $1B valuation, Drift and other perp protocols will likely offer leverage on META and ecosystem tokens
|
||||
- **Chicken-and-egg**: need LPs for borrowers, need borrowers for LP yield. Rakka prioritizing LP side first.
|
||||
- **Jupiter integration is the single highest-impact catalyst** — expected to roughly triple volume and close most of the APY gap with Raydium
|
||||
- **Valuation**: OMFG at ~1/40th of META market cap, described as "silly"/undervalued given OmniPair is the primary beneficiary of ecosystem volume growth
|
||||
- **2026-04-01** — Confirmed as one of the ownership coins launched through MetaDAO's permissioned launchpad
|
||||
|
||||
## Investment Thesis
|
||||
OmniPair is a leveraged bet on MetaDAO ecosystem growth. If futarchic governance and ownership coins gain adoption, all trading volume flows through OmniPair as the default leverage venue. Current valuation ($2-3M) is severely discounted relative to MetaDAO (~$80-120M implied). Key catalysts: Jupiter integration (volume), leverage feature (demand driver), ecosystem growth (rising tide). Key risks: temporary moat, DexScreener visibility, small team (6).
|
||||
## Sources
|
||||
|
||||
**Thesis status:** ACTIVE
|
||||
|
||||
## Technical Details
|
||||
- Interest accrual is time-dependent (calculated on interaction, not streamed on-chain)
|
||||
- Collateral is NOT re-hypothecated (locked, not used as LP) — potential V2 feature
|
||||
- LP tokens cannot be used as collateral — potential V2 feature
|
||||
- Multiple pools with different parameters allowed; configs are market-driven
|
||||
- Circuit breaker / pause mechanism (multi-sig controlled; plans for future permissionless version with bonding)
|
||||
- Rate controller: begins increasing rates only above 85% utilization; dynamic collateral factor caps utilization at ~50-60%
|
||||
|
||||
## Open Questions
|
||||
- No team token package in place yet — alignment mechanism absent
|
||||
- No airdrop/LP incentive program agreed
|
||||
- Combined AMM+lending creates novel attack surfaces not fully explored at scale
|
||||
|
||||
## Relationship to KB
|
||||
- [[permissionless leverage on metaDAO ecosystem tokens catalyzes trading volume and price discovery that strengthens governance by making futarchy markets more liquid]] — OmniPair is the direct implementation of this claim
|
||||
- [[futarchy adoption faces friction from token price psychology proposal complexity and liquidity requirements]] — OmniPair addresses the liquidity friction
|
||||
- [[ownership coins primary value proposition is investor protection not governance quality because anti-rug enforcement through market-governed liquidation creates credible exit guarantees that no amount of decision optimization can match]] — leverage enables more aggressive price discovery
|
||||
|
||||
---
|
||||
|
||||
Relevant Entities:
|
||||
- [[metadao]] — platform / ecosystem
|
||||
- rakka — founder
|
||||
- raydium — AMM competitor
|
||||
- meteora — AMM competitor
|
||||
- drift — future leverage competitor
|
||||
|
||||
Topics:
|
||||
- [[internet finance and decision markets]]
|
||||
- Telegram conversation with @m3taversal, April 2026
|
||||
18
entities/internet-finance/ranger.md
Normal file
18
entities/internet-finance/ranger.md
Normal file
|
|
@ -0,0 +1,18 @@
|
|||
# Ranger (RNGR)
|
||||
|
||||
**Type:** Ownership coin
|
||||
**Ticker:** RNGR
|
||||
**Launch Platform:** MetaDAO futarchy launchpad
|
||||
**Status:** Launched
|
||||
|
||||
## Overview
|
||||
|
||||
Ranger (RNGR) is an ownership coin launched through MetaDAO's futarchy-governed ICO platform on Solana.
|
||||
|
||||
## Timeline
|
||||
|
||||
- **2026-04-01** — Confirmed as one of the ownership coins launched through MetaDAO's permissioned launchpad
|
||||
|
||||
## Sources
|
||||
|
||||
- Telegram conversation with @m3taversal, April 2026
|
||||
|
|
@ -1,47 +1,17 @@
|
|||
# Umbra
|
||||
|
||||
**Type:** Privacy-focused financial infrastructure protocol
|
||||
**Governance:** Futarchy (MetaDAO ownership structure)
|
||||
**Chain:** Solana
|
||||
**Status:** Live on mainnet (March 2025)
|
||||
**Type:** Ownership coin
|
||||
**Launch Platform:** MetaDAO futarchy launchpad
|
||||
**Status:** Launched
|
||||
|
||||
## Overview
|
||||
|
||||
Umbra is a privacy-first financial infrastructure protocol on Solana governed through MetaDAO's futarchy framework. The protocol provides private transaction rails, shielded asset functionality, and private payment/trading capabilities through a mobile wallet application and SDK for ecosystem integration.
|
||||
|
||||
## Products
|
||||
|
||||
- **Umbra Wallet (Mobile):** Private wallet enabling users to shield any Solana asset, make private payments, and execute private trades
|
||||
- **Privacy SDK:** Developer toolkit for integrating privacy features into third-party applications
|
||||
- **Privacy Infrastructure:** Plug-and-play privacy solutions for ecosystem teams
|
||||
|
||||
## Governance Model
|
||||
|
||||
Umbra operates under MetaDAO's ownership governance framework where protocol decisions are made through conditional token markets rather than traditional voting. The project has implemented:
|
||||
|
||||
- Decision markets for treasury allocation
|
||||
- Futarchy-governed proposal system for operational decisions
|
||||
- Market-based capital allocation for R&D priorities
|
||||
|
||||
## Holder Engagement Strategy
|
||||
|
||||
Umbra is developing a tiered holder engagement system featuring:
|
||||
|
||||
- Direct communication channels between holders and core team
|
||||
- Tiered access based on capital contribution and decision market participation
|
||||
- Retail participation pathways to 'earn ranks' within the network
|
||||
- Transparency dashboards for network growth, revenues, and spending
|
||||
- Third-party verification and reporting infrastructure
|
||||
|
||||
## Market Position
|
||||
|
||||
- **Token Price:** ~$0.49 (March 2025)
|
||||
- **Liquidity:** ~$1.5M
|
||||
- **Treasury AUM:** ~$1.8M
|
||||
- **Governance Decisions Passed:** Operational expansion funding, security audit funding
|
||||
Umbra is an ownership coin launched through MetaDAO's futarchy-governed ICO platform on Solana.
|
||||
|
||||
## Timeline
|
||||
|
||||
- **2025-03** — Mainnet launch; holder engagement infrastructure announced
|
||||
- **2025-03** — Security audit funding approved via futarchy governance
|
||||
- **2025-03** — Operational expansion proposal passed through conditional markets
|
||||
- **2026-04-01** — Confirmed as one of the ownership coins launched through MetaDAO's permissioned launchpad
|
||||
|
||||
## Sources
|
||||
|
||||
- Telegram conversation with @m3taversal, April 2026
|
||||
Loading…
Reference in a new issue