extract: 2026-03-20-pineanalytics-up-unitas-labs-analysis

Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>

inbox/queue/.extraction-debug/2026-03-20-pineanalytics-up-unitas-labs-analysis.json

@@ -0,0 +1,33 @@
+{
+  "rejected_claims": [
+    {
+      "filename": "airdrop-farming-inflates-tvl-through-temporary-capital-that-exits-post-tge-corrupting-market-based-quality-signals.md",
+      "issues": [
+        "missing_attribution_extractor"
+      ]
+    },
+    {
+      "filename": "unstaked-supply-subsidizing-staker-returns-enables-systematic-yield-misrepresentation-in-staking-products.md",
+      "issues": [
+        "missing_attribution_extractor"
+      ]
+    }
+  ],
+  "validation_stats": {
+    "total": 2,
+    "kept": 0,
+    "fixed": 3,
+    "rejected": 2,
+    "fixes_applied": [
+      "airdrop-farming-inflates-tvl-through-temporary-capital-that-exits-post-tge-corrupting-market-based-quality-signals.md:set_created:2026-03-20",
+      "airdrop-farming-inflates-tvl-through-temporary-capital-that-exits-post-tge-corrupting-market-based-quality-signals.md:stripped_wiki_link:speculative-markets-aggregate-information-through-incentive-",
+      "unstaked-supply-subsidizing-staker-returns-enables-systematic-yield-misrepresentation-in-staking-products.md:set_created:2026-03-20"
+    ],
+    "rejections": [
+      "airdrop-farming-inflates-tvl-through-temporary-capital-that-exits-post-tge-corrupting-market-based-quality-signals.md:missing_attribution_extractor",
+      "unstaked-supply-subsidizing-staker-returns-enables-systematic-yield-misrepresentation-in-staking-products.md:missing_attribution_extractor"
+    ]
+  },
+  "model": "anthropic/claude-sonnet-4.5",
+  "date": "2026-03-20"
+}

inbox/queue/2026-03-20-pineanalytics-up-unitas-labs-analysis.md

@@ -7,9 +7,13 @@ date: 2026-03-12
 domain: internet-finance
 secondary_domains: []
 format: article
-status: unprocessed
+status: null-result
 priority: medium
 tags: [ico, tokenomics, yield-product, airdrop-farming, tvl-inflation, delta-neutral, stablecoin, binance-wallet, quality-filter]
+processed_by: rio
+processed_date: 2026-03-20
+extraction_model: "anthropic/claude-sonnet-4.5"
+extraction_notes: "LLM returned 2 claims, 2 rejected by validator"
 ---
 
 ## Content
@@ -65,3 +69,15 @@ tags: [ico, tokenomics, yield-product, airdrop-farming, tvl-inflation, delta-neu
 PRIMARY CONNECTION: [[speculative markets aggregate information through incentive and selection effects not wisdom of crowds]]
 WHY ARCHIVED: $UP documents a specific mechanism (airdrop farming inflating TVL) that prevents speculative markets from functioning as quality filters — the selection effect is corrupted when participants optimize for airdrop extraction rather than project success
 EXTRACTION HINT: The airdrop farming dynamic is an important mechanism to add to the KB — it shows how incentive design around launches can systematically defeat market-based quality filtering
+
+
+## Key Facts
+- Unitas Labs TVL was $22M in January 2026
+- Unitas Labs TVL reached $100M+ when points campaign launched
+- Only $48M of $80M USDu supply is staked as of March 2026
+- sUSDu advertised APY is 12.92%
+- $UP launched at $0.005/token on March 13, 2026 via Binance Wallet
+- Jupiter Perps volume fell from $440M daily (December 2025) to $173M (February 2026)
+- Pine Analytics estimates post-airdrop TVL will return to ~$22M
+- Pine Analytics calculates ~$1.7M annual revenue at 7.75% return on $22M TVL
+- Pine Analytics values $UP at ~$3.4M FDV using 10x revenue multiple