From cd5ffe35ce414f454fc8c059c9a0f1aee8259358 Mon Sep 17 00:00:00 2001 From: Teleo Agents Date: Thu, 12 Mar 2026 07:48:48 +0000 Subject: [PATCH] rio: extract from 2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md - Source: inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md - Domain: internet-finance - Extracted by: headless extraction cron (worker 5) Pentagon-Agent: Rio --- .../sanctum-incentivise-inf-sol-liquidity.md | 44 +++++++++++++++++++ ...-to-25m-cloud-to-incentivise-inf-sol-li.md | 16 ++++++- 2 files changed, 59 insertions(+), 1 deletion(-) create mode 100644 entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md diff --git a/entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md b/entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md new file mode 100644 index 00000000..32b365ae --- /dev/null +++ b/entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md @@ -0,0 +1,44 @@ +--- +type: entity +entity_type: decision_market +name: "Sanctum: Should Sanctum use up to 2.5M CLOUD to incentivise INF-SOL liquidity via Kamino Vaults?" +domain: internet-finance +status: passed +parent_entity: "[[sanctum]]" +platform: "futardio" +proposer: "Sanctum team" +proposal_url: "https://www.futard.io/proposal/6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q" +proposal_date: 2025-03-05 +resolution_date: 2025-03-08 +category: "treasury" +summary: "Allocate up to 2.5M CLOUD tokens to incentivize INF-SOL liquidity via Kamino Vaults with 20% initial APY dropping to 15%" +tracked_by: rio +created: 2026-03-11 +--- + +# Sanctum: Should Sanctum use up to 2.5M CLOUD to incentivise INF-SOL liquidity via Kamino Vaults? + +## Summary +Proposal to allocate up to 2.5M CLOUD tokens to incentivize INF-SOL liquidity through Kamino managed vaults, offering liquidity providers 20% APY for the first month, then 15% thereafter. The goal is to deepen SOL native liquidity for INF, which has strong performance metrics but insufficient liquidity depth for large depositors. Kamino was selected because 95%+ of existing xSOL-SOL liquidity comes from their managed vaults. + +## Market Data +- **Outcome:** Passed +- **Proposer:** Sanctum team +- **Resolution:** 2025-03-08 +- **Treasury Allocation:** Up to 2.5M CLOUD tokens +- **Target TVL:** $2.5M +- **Expected Duration:** 6+ months at target TVL + +## Significance +Demonstrates futarchy pricing infrastructure spending where markets evaluate whether liquidity incentives will increase token value. The proposal treats liquidity depth as a strategic asset for positioning INF as "the liquidity nexus of Solana for all LSTs." Shows standard DeFi incentive economics (15% APY industry norm) being evaluated through conditional token markets. The uncontested passage with minimal trading volume exemplifies the pattern where stakeholder consensus reduces market activity. + +## Performance Context +- INF outperforms mSOL and jitoSOL historically +- INF-SOL Kamino vault has outperformed 100% INF HODL strategy +- High capital velocity (trading volume relative to TVL) in existing vault +- Current liquidity insufficient for large depositor exits + +## Relationship to KB +- [[sanctum]] - parent entity governance decision +- [[MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions]] - exemplifies low-volume uncontested pattern +- [[futarchy-markets-can-price-cultural-spending-proposals-by-treating-community-cohesion-and-brand-equity-as-token-price-inputs]] - infrastructure spending as token price input diff --git a/inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md b/inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md index 1279d722..4b43322f 100644 --- a/inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md +++ b/inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md @@ -6,9 +6,14 @@ url: "https://www.futard.io/proposal/6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7 date: 2025-03-05 domain: internet-finance format: data -status: unprocessed +status: processed tags: [futardio, metadao, futarchy, solana, governance] event_type: proposal +processed_by: rio +processed_date: 2026-03-11 +enrichments_applied: ["MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions.md", "futarchy-markets-can-price-cultural-spending-proposals-by-treating-community-cohesion-and-brand-equity-as-token-price-inputs.md"] +extraction_model: "anthropic/claude-sonnet-4.5" +extraction_notes: "Futarchy governance proposal for treasury allocation to liquidity incentives. No novel claims - the proposal exemplifies existing patterns around uncontested futarchy decisions and infrastructure spending evaluation. Created decision_market entity and enriched two existing claims with concrete example. Source contains performance data and vault metrics that are factual context rather than arguable propositions." --- ## Proposal Details @@ -75,3 +80,12 @@ Assuming the $2.5M TVL cap is reached, incentives should last 6 months at least. - Autocrat version: 0.3 - Completed: 2025-03-08 - Ended: 2025-03-08 + + +## Key Facts +- INF outperforms mSOL and jitoSOL historically (2025-03-05) +- INF-SOL Kamino vault outperformed 100% INF HODL strategy +- 95%+ of xSOL-SOL liquidity comes from Kamino managed vaults +- Industry standard LP yield is 15% APY (fees + incentives combined) +- Proposal offers 20% APY first month, then 15% thereafter +- Target TVL cap of $2.5M with expected 6+ month duration