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 3)

Pentagon-Agent: Rio <HEADLESS>

entities/internet-finance/kamino.md

@@ -0,0 +1,21 @@
+---
+type: entity
+entity_type: company
+name: Kamino
+domain: internet-finance
+status: active
+tracked_by: rio
+created: 2026-03-11
+---
+
+# Kamino
+
+Kamino is a Solana DeFi protocol providing managed liquidity vaults that automatically rebalance concentrated liquidity positions. The platform dominates xSOL-SOL liquidity provision, with >95% of existing LST-SOL liquidity on Solana AMMs coming from Kamino managed vaults, demonstrating that users prefer third-party position management over manual liquidity provision.
+
+## Timeline
+- **2025-03-05** — Sanctum proposes deploying 2.5M CLOUD to incentivize INF-SOL liquidity via Kamino vaults, citing Kamino's dominance in managed LST liquidity
+- **2025-03-08** — Sanctum's proposal passes, directing liquidity incentives through Kamino's vault infrastructure
+
+## Relationship to KB
+- [[sanctum]] - liquidity infrastructure partner
+- [[sanctum-incentivise-inf-sol-liquidity]] - governance decision routing incentives through Kamino vaults

entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md

@@ -0,0 +1,40 @@
+---
+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"
+proposal_url: "https://www.futard.io/proposal/6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q"
+proposal_account: "6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q"
+proposal_number: 4
+proposal_date: 2025-03-05
+resolution_date: 2025-03-08
+category: "treasury"
+summary: "Deploy 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
+Sanctum's CLOUD-003 proposal deployed up to 2.5M CLOUD tokens to incentivize INF-SOL liquidity through Kamino managed vaults, offering LPs 20% APY for the first month then 15% thereafter, targeting $2.5M TVL with a minimum 6-month duration. The proposal addressed insufficient native SOL liquidity depth for INF, which despite strong performance (outperforming mSOL and jitoSOL) lacked the deep liquidity pools needed for large depositors and to serve as Solana's LST liquidity nexus.
+
+## Market Data
+- **Outcome:** Passed
+- **Proposal Date:** 2025-03-05
+- **Resolution Date:** 2025-03-08
+- **Proposal Account:** 6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q
+- **DAO Account:** 5n61x4BeVvvRMcYBMaorhu1MaZDViYw6HghE8gwLCvPR
+- **Proposer:** proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2
+- **Autocrat Version:** 0.3
+
+## Significance
+This proposal demonstrates futarchy applied to operational treasury decisions for liquidity management, not just meta-governance. The decision involved complex multi-variable optimization (APY rates, duration, TVL caps, vault selection) that traditional token voting would struggle to price accurately. The proposal's rationale cited that >95% of existing xSOL-SOL liquidity comes from Kamino managed vaults, and that the INF-SOL Kamino vault had historically outperformed 100% INF HODL strategy due to high capital velocity.
+
+## Relationship to KB
+- [[sanctum]] - treasury governance decision
+- [[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]] - implementation example
+- [[futarchy-markets-can-price-cultural-spending-proposals-by-treating-community-cohesion-and-brand-equity-as-token-price-inputs]] - extends to liquidity incentive decisions

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-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.md", "MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions.md"]
+extraction_model: "anthropic/claude-sonnet-4.5"
+extraction_notes: "Sanctum futarchy proposal for liquidity incentives. Primary output is decision_market entity. Two enrichments confirm existing futarchy implementation patterns. Created Kamino entity as new significant protocol. No novel claims - the proposal demonstrates existing futarchy mechanisms applied to treasury/liquidity decisions."
 ---
 
 ## Proposal Details
@@ -75,3 +80,11 @@ 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 but slightly underperforms best available LST (2025-03-05)
+- INF-SOL Kamino vault outperformed 100% INF HODL strategy due to high capital velocity
+- >95% of xSOL-SOL liquidity on Solana AMMs comes from Kamino managed vaults
+- Industry standard LP yield is 15% combined (fees + incentives)
+- Sanctum CLOUD-003 proposal: 2.5M CLOUD, 20% initial APY dropping to 15%, $2.5M TVL cap, 6-month minimum duration