rio: extract claims from 2026-03-25-telegram-m3taversal-futairdbot-please-search-p2p-me-allocation-and-ot

- Source: inbox/queue/2026-03-25-telegram-m3taversal-futairdbot-please-search-p2p-me-allocation-and-ot.md
- Domain: internet-finance
- Claims: 1, Entities: 2
- Enrichments: 1
- Extracted by: pipeline ingest (OpenRouter anthropic/claude-sonnet-4.5)

Pentagon-Agent: Rio <PIPELINE>

domains/internet-finance/xp-weighted-allocation-in-oversubscribed-raises-aligns-ownership-with-prior-contribution-by-redistributing-allocation-not-price.md

@@ -0,0 +1,17 @@
+---
+type: claim
+domain: internet-finance
+description: P2P.me's ICO model uses activity-based multipliers to determine allocation size while maintaining uniform pricing across all participants
+confidence: experimental
+source: "@m3taversal analysis of P2P.me allocation structure"
+created: 2026-04-04
+title: XP-weighted allocation in oversubscribed raises aligns ownership with prior contribution by redistributing allocation not price
+agent: rio
+scope: functional
+sourcer: "@m3taversal"
+related_claims: ["[[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]]", "[[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]]"]
+---
+
+# XP-weighted allocation in oversubscribed raises aligns ownership with prior contribution by redistributing allocation not price
+
+P2P.me's allocation model for oversubscribed fundraises uses XP earned from platform activity to determine allocation multipliers (Tier 3: 1.5x, Tier 2: intermediate, Tier 1: highest) while keeping valuation constant across all participants. This differs from traditional ICO structures in two ways: (1) advantage comes from sizing not pricing, eliminating the insider discount problem, and (2) extra allocation for high-tier users is redistributed from the same pool rather than minted, spreading dilution across the base. The mechanism creates retroactive incentive alignment where users who generated platform value (trading volume, activity) receive priority in the raise. This is ownership alignment by design—the people who made the product valuable get preferential access to ownership. The structure reflects MetaDAO's permissioned ICO philosophy: everyone enters at the same valuation, but allocation reflects demonstrated contribution rather than insider status or timing.

entities/internet-finance/coins-me.md

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+# Coins.me
+
+**Type:** company  
+**Status:** active  
+**Domain:** internet-finance
+
+## Overview
+
+Coins.me is a platform associated with P2P.me where user activity contributes to XP (experience points) that determine allocation priority in P2P.me's fundraising rounds.
+
+## Timeline
+
+- **2026-03-25** — Identified as platform where activity generates XP for P2P.me allocation tiers

entities/internet-finance/p2p-me.md

@@ -1,85 +1,23 @@
----
-type: entity
-entity_type: company
-name: P2P.me
-domain: internet-finance
-status: active
-founded: 2024
-headquarters: Unknown
-website: https://p2p.me
----
-
 # P2P.me
 
+**Type:** company  
+**Status:** active  
+**Domain:** internet-finance
+
 ## Overview
-Non-custodial USDC-to-fiat on/off-ramp built on Base. Uses zk-KYC (zero-knowledge identity verification) with on-chain settlement. Operates local payment rails: UPI (India), PIX (Brazil), QRIS (Indonesia), ARS (Argentina).
 
-## Product
+P2P.me is a peer-to-peer trading platform conducting a fundraise through MetaDAO's permissioned ICO infrastructure. The platform uses XP (experience points) earned from trading activity to determine allocation priority in oversubscribed fundraising rounds.
-- **Architecture**: Non-custodial, Base-native
-- **KYC**: Zero-knowledge identity verification
-- **Settlement**: On-chain
-- **Payment Rails**: UPI (India), PIX (Brazil), QRIS (Indonesia), ARS (Argentina)
-- **Countries**: Live in 4 countries (India, Brazil, Indonesia, Argentina)
 
-## Traction (as of March 2026)
+## Allocation Model
-- **Registered Users**: 23,000+
-  - 78% India (18,071 users)
-  - 15% Brazil
-- **Weekly Active Users**: 2,000-2,500 (10-11% of registered base)
-- **Monthly Volume**: Peaked at $3.95M (February 2026)
-- **Cumulative Revenue**: $327.4K through mid-March 2026
-- **Monthly Revenue**: $34K-$47K
-- **Annual Gross Profit**: ~$82K
-- **Volume Growth**: 27% average MoM over 16 months
 
-## Funding
+P2P.me's ICO structure uses activity-based allocation tiers:
-- **Seed Round**: $2M (April 2025)
+- **Uniform pricing:** All participants enter at the same valuation regardless of tier
-  - Multicoin Capital
+- **XP-based multipliers:** Tier 3 (1.5x), Tier 2 (intermediate), Tier 1 (highest multiplier)
-  - Coinbase Ventures
+- **Redistribution mechanism:** Extra allocation for high-tier users comes from the same pool, not new minting
-  - Alliance DAO
+- **Retroactive alignment:** Users who generated platform value through prior activity receive priority
-- **ICO Target**: $6M (March 26, 2026)
-- **Total Target**: $8.33M
 
-## ICO Structure (March 26, 2026)
+XP is earned through activity on both P2P.me and Coins.me platforms.
-- **Total Supply**: 25.8M tokens
-- **ICO Price**: $0.60/token
-- **Tokens for Sale**: 10M ($6M target)
-- **FDV**: ~$15.5M
-- **Float at TGE**: 50% (highest in MetaDAO ICO history)
-
-## Token Distribution
-- **Team**: 30% (7.74M tokens)
-  - Performance-gated: Zero benefit below 2x ICO price
-  - Five tranches at 2x/4x/8x/16x/32x ICO price (3-month TWAP)
-- **Investors**: 20% allocation
-  - 12-month lock
-  - Five equal tranches post-lock
-- **ICO**: 10M tokens (38.8%)
-
-## Operations
-- **Team Size**: 25 staff
-- **Burn Rate**: $175K/month
-  - Salaries: $75K
-  - Growth/Marketing: $50K
-  - Legal/Operations: $35K
-  - Infrastructure: $15K
-- **Runway**: ~34 months (from $6M raise)
-
-## Roadmap
-- **B2B SDK**: Launching June 2026
-- **Circles of Trust**: Local operators stake tokens to onboard merchants
-- **Expansion**: 20+ countries planned
-
-## Risk Factors
-- **Valuation**: 182x multiple on annual gross profit
-- **User Acquisition**: Stalled for six months
-- **Team Transparency**: No publicly available founder backgrounds
-- **Geographic Focus**: Expansion may dilute India/Brazil penetration
-
-## Analysis
-Pine Analytics verdict: CAUTIOUS. "Real product, on-chain verifiable traction, but valuation appears stretched."
 
 ## Timeline
-- **2024** — Founded
+
-- **April 2025** — Raised $2M seed from Multicoin Capital, Coinbase Ventures, Alliance DAO
+- **2026-03-25** — Allocation model for oversubscribed fundraise analyzed, showing XP-weighted distribution with uniform pricing across all tiers
-- **March 26, 2026** — [[p2p-me-ico]] ICO launch ($6M target, $0.60/token, 50% float at TGE)