teleo/teleo-codex
8
0
Fork 0
Code Issues 22 Pull requests 10 Projects Releases Packages Wiki Activity Actions 1

Merge pull request 'extract: 2026-03-00-solana-launchpad-competitive-landscape' (#1098) from extract/2026-03-00-solana-launchpad-competitive-landscape into main

Browse source
This commit is contained in:
Leo 2026-03-16 13:10:20 +00:00
commit d8f3434683
2 changed files with 43 additions and 1 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

27
inbox/archive/.extraction-debug/2026-03-00-solana-launchpad-competitive-landscape.json Normal file
View file

@ -0,0 +1,27 @@
{
"rejected_claims": [
{
"filename": "curated-launchpads-capture-disproportionate-capital-despite-lower-volume-because-quality-filtering-concentrates-investor-demand.md",
"issues": [
"missing_attribution_extractor"
]
}
],
"validation_stats": {
"total": 1,
"kept": 0,
"fixed": 4,
"rejected": 1,
"fixes_applied": [
"curated-launchpads-capture-disproportionate-capital-despite-lower-volume-because-quality-filtering-concentrates-investor-demand.md:set_created:2026-03-16",
"curated-launchpads-capture-disproportionate-capital-despite-lower-volume-because-quality-filtering-concentrates-investor-demand.md:stripped_wiki_link:futarchy-governed permissionless launches require brand sepa",
"curated-launchpads-capture-disproportionate-capital-despite-lower-volume-because-quality-filtering-concentrates-investor-demand.md:stripped_wiki_link:ownership coins primary value proposition is investor protec",
"curated-launchpads-capture-disproportionate-capital-despite-lower-volume-because-quality-filtering-concentrates-investor-demand.md:stripped_wiki_link:cryptos primary use case is capital formation not payments o"
],
"rejections": [
"curated-launchpads-capture-disproportionate-capital-despite-lower-volume-because-quality-filtering-concentrates-investor-demand.md:missing_attribution_extractor"
]
},
"model": "anthropic/claude-sonnet-4.5",
"date": "2026-03-16"
}

17
inbox/archive/2026-03-00-solana-launchpad-competitive-landscape.md
View file

@ -7,9 +7,12 @@ date: 2026-03-00
domain: internet-finance
secondary_domains: []
format: market-analysis
status: unprocessed
status: enrichment
priority: medium
tags: [solana, launchpads, pump-fun, metadao, capital-formation, token-launches, competitive-landscape]
processed_by: rio
processed_date: 2026-03-16
extraction_model: "anthropic/claude-sonnet-4.5"
---
## Content
@ -52,3 +55,15 @@ MetaDAO and Solanium are positioned as solutions — MetaDAO through futarchy pr
PRIMARY CONNECTION: [[futarchy-governed permissionless launches require brand separation to manage reputational liability]]
WHY ARCHIVED: Competitive landscape data positions MetaDAO's futarchy model against permissionless alternatives — survival rate data is the strongest argument for curation
EXTRACTION HINT: Focus on the curation vs permissionless spectrum as a market structure claim — what does the 9M tokens / <0.5% survival rate tell us about where value accrues in capital formation?
## Key Facts
- Pump.fun generated $700M+ revenue since January 2024
- Pump.fun launched 11M+ tokens
- Pump.fun represented 70% of all Solana token launches at peak
- Pump.fun bonding curve model: 1B tokens per launch, 800M to bonding curve
- <0.5% of Pump.fun tokens survive 30 days
- MetaDAO conducted 8 ICOs raising $25.6M with 15x oversubscription
- Over 9 million tokens were launched on Solana in 2025
- Bags.fm offers 1% perpetual revenue share on trading volume
- Magic Eden operates NFT-focused launchpad with high selectivity