Merge branch 'main' into extract/2025-12-00-cip-year-in-review-democratic-alignment
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b1b97dfc03
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@ -29,6 +29,12 @@ Contributing factors to prediction failure: play-money environment created no do
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## Challenges
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This was a play-money experiment, which is the primary confound. Real-money futarchy may produce different calibration through actual downside risk. The 84-day measurement window may have been too short for TVL impact to materialize. ETH price volatility during the measurement period confounded project-specific performance attribution.
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### Additional Evidence (extend)
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*Source: [[2024-11-25-futardio-proposal-launch-a-boost-for-hnt-ore]] | Added: 2026-03-12 | Extractor: anthropic/claude-sonnet-4.5*
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ORE's HNT-ORE boost proposal demonstrates futarchy's strength in relative selection: the market validated HNT as the next liquidity pair to boost relative to other candidates (ISC already had a boost at equivalent multiplier), but the proposal does not require absolute prediction of HNT's future price or utility—only that HNT is a better strategic choice than alternatives. The proposal passed by market consensus on relative positioning (HNT as flagship DePIN project post-HIP-138), not by predicting absolute HNT performance metrics.
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---
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Relevant Notes:
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22
entities/internet-finance/helium.md
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22
entities/internet-finance/helium.md
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@ -0,0 +1,22 @@
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---
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type: entity
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entity_type: company
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name: "Helium"
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domain: internet-finance
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status: active
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tracked_by: rio
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created: 2026-03-11
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---
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# Helium
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## Overview
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Helium is a decentralized wireless networking protocol and flagship DePIN (Decentralized Physical Infrastructure Network) project on Solana. HNT (Helium Network Token) serves as the primary reward and governance token, used to reward hotspot operators maintaining network coverage and paid by customers building IoT applications on the network. Following HIP-138, Helium consolidated its tokenomics around HNT as the primary token.
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## Timeline
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- **2024-11-25** — Integrated into ORE liquidity network through [[ore-launch-hnt-boost]] proposal for HNT-ORE liquidity boost
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- **2024-11-28** — [[ore-launch-hnt-boost]] passed, establishing HNT-ORE as Tier 3 liquidity pair in ORE's boost system
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## Relationship to KB
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- [[ore]] — liquidity integration partner
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- Referenced as "flagship DePIN project" in ORE's strategic positioning for real-world asset liquidity
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47
entities/internet-finance/ore-launch-hnt-boost.md
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47
entities/internet-finance/ore-launch-hnt-boost.md
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@ -0,0 +1,47 @@
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---
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type: entity
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entity_type: decision_market
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name: "ORE: Launch a boost for HNT-ORE?"
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domain: internet-finance
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status: passed
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parent_entity: "[[ore]]"
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platform: "futardio"
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proposal_url: "https://www.futard.io/proposal/2QUxbiMkDtoKxY2u6kXuevfMsqKGtHNxMFYHVWbqRK1A"
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proposal_date: 2024-11-25
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resolution_date: 2024-11-28
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category: "strategy"
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summary: "Proposal to launch liquidity boost for HNT-ORE pair and formalize three-tier boost multiplier system"
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tracked_by: rio
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created: 2026-03-11
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---
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# ORE: Launch a boost for HNT-ORE?
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## Summary
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Proposal to integrate Helium Network Token (HNT) into ORE's liquidity network by launching a boost for the HNT-ORE pair and formalizing a three-tier boost multiplier system. The proposal positions ORE as a liquidity hub for real-world assets on Solana, with HNT as a flagship DePIN integration following Helium's HIP-138 tokenomics consolidation.
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## Market Data
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- **Outcome:** Passed
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- **Proposal Account:** 2QUxbiMkDtoKxY2u6kXuevfMsqKGtHNxMFYHVWbqRK1A
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- **Proposal Number:** 1
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- **DAO Account:** EttCec7x4r227dbQ8BYUVtqizDdD6T3WQHGHWKdzJrCc
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- **Proposer:** proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2
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- **Autocrat Version:** 0.3
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- **Created:** 2024-11-25
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- **Completed:** 2024-11-28
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## Proposal Details
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The proposal introduces HNT-ORE boost at the same multiplier as ISC-ORE (Tier 3) and formalizes a three-tier boost system:
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- **Tier 1:** Vanilla ORE stake
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- **Tier 2:** Critical liquidity pairs (SOL-ORE, USDC-ORE)
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- **Tier 3:** Extended liquidity pairs (ISC-ORE, HNT-ORE, future additions)
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Boosts apply to kTokens representing Kamino vault shares managing concentrated liquidity positions on Orca. Future proposals can adjust multipliers by tier rather than individual pairs.
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## Significance
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This proposal demonstrates futarchy pricing strategic partnerships and network positioning. The market validated ORE's narrative of becoming "the central hub" for real-world asset liquidity on Solana by approving integration with Helium, a flagship DePIN project. The three-tier system represents governance simplification through abstraction — future proposals can target tiers rather than individual pairs, reducing complexity while maintaining control.
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## Relationship to KB
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- [[ore]] — parent entity
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- [[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
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- [[futarchy-markets-can-price-cultural-spending-proposals-by-treating-community-cohesion-and-brand-equity-as-token-price-inputs]] — strategic evaluation through conditional markets
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22
entities/internet-finance/ore.md
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entities/internet-finance/ore.md
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---
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type: entity
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entity_type: company
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name: "ORE"
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domain: internet-finance
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status: active
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tracked_by: rio
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created: 2026-03-11
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---
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# ORE
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## Overview
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ORE is a DeFi protocol on Solana positioning itself as a liquidity hub for real-world assets (RWAs) and DePIN tokens. The protocol uses a three-tier boost multiplier system to incentivize liquidity provision, with concentrated liquidity positions managed through Kamino vaults on Orca. ORE's strategic goal is to become the central unit of account for tokenized commodities and DePIN credits in the Solana ecosystem.
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## Timeline
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- **2024-11-25** — [[ore-launch-hnt-boost]] proposed: Launch HNT-ORE liquidity boost to integrate Helium into ORE liquidity network
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- **2024-11-28** — [[ore-launch-hnt-boost]] passed: Approved three-tier boost system (vanilla stake / critical pairs / extended pairs) and HNT-ORE boost at Tier 3 multiplier
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## Relationship to KB
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- [[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
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- [[futarchy-markets-can-price-cultural-spending-proposals-by-treating-community-cohesion-and-brand-equity-as-token-price-inputs]] — strategic partnership evaluation through futarchy
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---
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type: entity
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entity_type: decision_market
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name: "Sanctum: Should Sanctum offer investors early unlocks of their CLOUD?"
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domain: internet-finance
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status: failed
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parent_entity: "[[sanctum]]"
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platform: "futardio"
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proposer: "proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2"
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proposal_url: "https://www.futard.io/proposal/C61vTUyxTq5SWwbrTFEyYeXpGQLKhRRvRrGsu6YUa6CX"
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proposal_account: "C61vTUyxTq5SWwbrTFEyYeXpGQLKhRRvRrGsu6YUa6CX"
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proposal_date: 2025-08-20
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resolution_date: 2025-08-23
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category: "treasury"
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summary: "Proposal to allow investors immediate unlock of vested CLOUD by forfeiting 35% to Team Reserve"
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tracked_by: rio
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created: 2026-03-11
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---
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# Sanctum: Should Sanctum offer investors early unlocks of their CLOUD?
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## Summary
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This proposal would have empowered the Sanctum Team to offer investors immediate unlocks of their vesting CLOUD tokens in exchange for forfeiting 35% of their holdings to the Team Reserve. With 9% of token supply unlocking monthly over 24 months from investors, the mechanism could have increased the Team Reserve by up to 27 million CLOUD while reducing token overhang. The team committed not to redistribute forfeited tokens for at least 24 months.
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## Market Data
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- **Outcome:** Failed
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- **Proposer:** proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2
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- **Platform:** Futardio (MetaDAO Autocrat v0.3)
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- **DAO Account:** GVmi7ngRAVsUHh8REhKDsB2yNftJTNRt5qMLHDDCizov
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- **Completed:** 2025-08-23
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## Significance
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This proposal represents an alternative approach to the token vesting hedgeability problem: rather than allowing investors to maintain nominal lockups while hedging exposure through derivatives, it forces an explicit forfeit-for-liquidity trade-off. The 35% forfeit rate creates a real cost for early liquidity, making the alignment mechanism meaningful rather than cosmetic. The proposal's failure despite potential treasury benefits suggests futarchy markets face adoption friction even for economically rational proposals when they require sophisticated financial reasoning from participants.
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## Relationship to KB
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- [[sanctum]] - parent entity governance decision
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- [[time-based-token-vesting-is-hedgeable-making-standard-lockups-meaningless-as-alignment-mechanisms-because-investors-can-short-sell-to-neutralize-lockup-exposure-while-appearing-locked]] - alternative mechanism to hedging
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- [[futarchy-adoption-faces-friction-from-token-price-psychology-proposal-complexity-and-liquidity-requirements]] - demonstrates complexity friction
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- [[MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions]] - low volume uncontested decision pattern
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@ -6,9 +6,14 @@ url: "https://www.futard.io/proposal/2QUxbiMkDtoKxY2u6kXuevfMsqKGtHNxMFYHVWbqRK1
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date: 2024-11-25
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domain: internet-finance
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format: data
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status: unprocessed
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status: processed
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tags: [futardio, metadao, futarchy, solana, governance]
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event_type: proposal
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processed_by: rio
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processed_date: 2026-03-11
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enrichments_applied: ["futarchy-excels-at-relative-selection-but-fails-at-absolute-prediction-because-ordinal-ranking-works-while-cardinal-estimation-requires-calibration.md"]
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extraction_model: "anthropic/claude-sonnet-4.5"
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extraction_notes: "Futardio proposal for ORE-HNT liquidity boost. Primary extraction: three new entities (ORE protocol, decision_market for the proposal, Helium). Two enrichments showing futarchy governance patterns: three-tier boost system as governance simplification mechanism, and strategic partnership evaluation through conditional markets. No novel claims — the proposal demonstrates existing futarchy mechanisms in practice rather than introducing new theoretical insights."
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---
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## Proposal Details
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@ -59,3 +64,10 @@ With the passing of this proposal, we would introduce a new boost with the same
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- Autocrat version: 0.3
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- Completed: 2024-11-28
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- Ended: 2024-11-28
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## Key Facts
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- ORE proposal 2QUxbiMkDtoKxY2u6kXuevfMsqKGtHNxMFYHVWbqRK1A passed 2024-11-28
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- HNT-ORE boost uses Kamino kTokens representing concentrated liquidity positions on Orca
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- ORE three-tier boost system: Tier 1 (vanilla stake), Tier 2 (SOL-ORE, USDC-ORE), Tier 3 (ISC-ORE, HNT-ORE)
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- Helium HIP-138 consolidated network tokenomics around HNT as primary token
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@ -6,7 +6,7 @@ url: "https://www.futard.io/proposal/C61vTUyxTq5SWwbrTFEyYeXpGQLKhRRvRrGsu6YUa6C
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date: 2025-08-20
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domain: internet-finance
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format: data
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status: unprocessed
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status: processed
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tags: [futardio, metadao, futarchy, solana, governance]
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event_type: proposal
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processed_by: rio
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@ -14,6 +14,11 @@ processed_date: 2025-08-20
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enrichments_applied: ["time-based-token-vesting-is-hedgeable-making-standard-lockups-meaningless-as-alignment-mechanisms-because-investors-can-short-sell-to-neutralize-lockup-exposure-while-appearing-locked.md", "MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions.md", "futarchy-adoption-faces-friction-from-token-price-psychology-proposal-complexity-and-liquidity-requirements.md"]
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extraction_model: "anthropic/claude-sonnet-4.5"
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extraction_notes: "No new claims extracted. Source provides concrete example of vesting modification mechanism (forfeit-for-liquidity vs hedging) and additional futarchy implementation data point. All insights enrich existing claims about token vesting, futarchy adoption friction, and MetaDAO usage patterns. The failed proposal itself is a factual event, not an arguable claim."
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processed_by: rio
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processed_date: 2026-03-11
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enrichments_applied: ["time-based-token-vesting-is-hedgeable-making-standard-lockups-meaningless-as-alignment-mechanisms-because-investors-can-short-sell-to-neutralize-lockup-exposure-while-appearing-locked.md", "MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions.md", "futarchy-adoption-faces-friction-from-token-price-psychology-proposal-complexity-and-liquidity-requirements.md"]
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extraction_model: "anthropic/claude-sonnet-4.5"
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extraction_notes: "No new claims extracted. Source provides concrete example of forfeit-for-liquidity mechanism as alternative to vesting hedgeability, and additional data point on futarchy adoption friction and low-volume uncontested decisions. Created decision_market entity for the proposal and enriched three existing claims with mechanism design insights and futarchy implementation patterns."
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---
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## Proposal Details
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@ -68,3 +73,13 @@ Read the full proposal here https://research.sanctum.so/t/cloud-005-should-sanct
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- Potential increase of up to 27 million CLOUD to Team Reserve if all investors opted in
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- Team committed not to redistribute forfeited tokens for 24 months
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- Proposal used MetaDAO Autocrat v0.3
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## Key Facts
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- Sanctum proposal C61vTUyxTq5SWwbrTFEyYeXpGQLKhRRvRrGsu6YUa6CX failed (2025-08-23)
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- 9% of CLOUD token supply was unlocking monthly over 24 months from investors
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- Proposal offered 35% forfeit rate for immediate unlock
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- Potential increase of up to 27 million CLOUD to Team Reserve if all investors opted in
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- Team committed not to redistribute forfeited tokens for 24 months
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- Used MetaDAO Autocrat v0.3
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- DAO account: GVmi7ngRAVsUHh8REhKDsB2yNftJTNRt5qMLHDDCizov
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@ -6,13 +6,17 @@ url: "https://www.futard.io/launch/Gdyb1kNw26gve1VqU3zRxwZJhwJd5nAQ4goKNvAQBv9K"
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date: 2026-03-04
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domain: internet-finance
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format: data
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status: unprocessed
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status: null-result
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tags: [futardio, metadao, futarchy, solana]
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event_type: launch
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processed_by: rio
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processed_date: 2026-03-11
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extraction_model: "anthropic/claude-sonnet-4.5"
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extraction_notes: "This source is a single failed token launch data point with no substantive description, team information, or analysis. The project description is repetitive placeholder text ('one of sick token' repeated 19 times). The 'links' point to Twitter searches, not actual project accounts. This represents a failed launch event but contains no evidence supporting new claims about futarchy, MetaDAO platform dynamics, launch success factors, or internet finance mechanisms. It's a data point for potential aggregate analysis (e.g., if we were tracking MetaDAO launch success rates) but alone provides no arguable insight. The existing claim 'MetaDAO is the futarchy launchpad on Solana' already establishes the platform's existence; this single failure neither confirms nor challenges any existing claims about platform efficacy, user behavior, or market dynamics. Preserved as archival fact in case future aggregate analysis of launch patterns becomes relevant."
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processed_by: rio
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processed_date: 2026-03-11
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extraction_model: "anthropic/claude-sonnet-4.5"
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extraction_notes: "Single failed token launch with no substantive content. Project description is placeholder text ('one of sick token' repeated 19 times). Links point to Twitter searches, not actual project accounts. This represents a failed launch event but contains no evidence supporting new claims about futarchy, MetaDAO platform dynamics, launch success factors, or internet finance mechanisms. The existing claim 'MetaDAO is the futarchy launchpad on Solana' already establishes the platform's existence; this single failure neither confirms nor challenges any existing claims about platform efficacy, user behavior, or market dynamics. Below significance threshold for standalone entity (trivial amount, refunding status, no real project). Preserved as archival fact in source metadata for potential future aggregate analysis of launch patterns."
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---
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## Launch Details
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- Closed: 2026-03-05
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## Key Facts
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- Futardio launch 'one of sick token' targeted $50,000 funding (2026-03-04)
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- Launch received only $50 in commitments before entering refund status
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- Launch closed 2026-03-05 after one day
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- Token: HsN, mint address HsNsqUzMZvLw2imafejioN18oQ5r1gr65eVB1wRVmeta
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- Launch address: Gdyb1kNw26gve1VqU3zRxwZJhwJd5nAQ4goKNvAQBv9K
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- Platform version: v0.7
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## Key Facts
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- Futardio launch 'one of sick token' targeted $50,000 funding (2026-03-04)
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- Launch received only $50 in commitments before entering refund status
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Loading…
Reference in a new issue