From dda54bd13146dfec99e93864c82b4d64689fb344 Mon Sep 17 00:00:00 2001 From: Teleo Agents Date: Mon, 23 Mar 2026 13:46:15 +0000 Subject: [PATCH] entity-batch: update 2 entities - Applied 2 entity operations from queue - Files: entities/internet-finance/metadao.md, entities/internet-finance/theia-research.md Pentagon-Agent: Epimetheus <968B2991-E2DF-4006-B962-F5B0A0CC8ACA> --- entities/internet-finance/metadao.md | 1 + entities/internet-finance/theia-research.md | 1 + 2 files changed, 2 insertions(+) diff --git a/entities/internet-finance/metadao.md b/entities/internet-finance/metadao.md index a28e744d..d9f2d026 100644 --- a/entities/internet-finance/metadao.md +++ b/entities/internet-finance/metadao.md @@ -94,6 +94,7 @@ The futarchy governance protocol on Solana. Implements decision markets through - **2025-Q4** — Reached first operating profitability with $2.51M in fee revenue from Futarchy AMM and Meteora pools; expanded futarchy ecosystem from 2 to 8 protocols; total futarchy market cap reached $219M with non-META market cap of $69M; hosted 6 ICOs in quarter raising $18.7M; maintains 15+ quarters of runway - **2026-03-21** — [[metadao-meta036-hanson-futarchy-research]] Active: Proposal to fund $80K academic research at GMU led by Robin Hanson, trading at 50% likelihood - **2025-Q4** — Achieved first operating profitability with $2.51M in fee revenue from Futarchy AMM and Meteora pools; hosted 6 ICOs in quarter raising $18.7M; expanded futarchy ecosystem from 2 to 8 protocols; total equity grew from $4M to $16.5M +- **2026-03-23** — [[metadao-theia-research-meta-otc]] Active: Theia Research proposed $630,000 OTC deal to acquire 700 $META tokens ## Key Decisions | Date | Proposal | Proposer | Category | Outcome | |------|----------|----------|----------|---------| diff --git a/entities/internet-finance/theia-research.md b/entities/internet-finance/theia-research.md index 7843d615..f84be499 100644 --- a/entities/internet-finance/theia-research.md +++ b/entities/internet-finance/theia-research.md @@ -43,6 +43,7 @@ Onchain liquid token fund managed by Felipe Montealegre. Invests in companies bu - **2026-02-27** — Felipe Montealegre publicly endorsed MetaDAO's value proposition for "Claude Code founders" who can "raise capital in days so they can ship in weeks," framing it as operational reality rather than narrative (14.9K views, 78 likes) - **2025-01-27** — Proposed $500K OTC purchase of 370.370 META tokens at 14% premium to MetaDAO - **2025-01-30** — Completed $500K META token purchase from MetaDAO treasury with 12-month linear vesting +- **2026-03-23** — Noted for significant META token holdings and public thesis on internet finance ## Competitive Position - **Unique positioning**: Only known institutional fund explicitly building investment thesis around futarchy governance as a moat - **Token governance focus**: Launched Token Transparency Framework with Blockworks. Describes "Lemon Problem in Token Markets" — the structural issue of quality tokens being indistinguishable from scams