extract: 2026-03-23-x-research-p2p-me-ico

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Teleo Agents 2026-03-23 14:01:21 +00:00
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@ -162,6 +162,12 @@ P2P.me is planning a MetaDAO permissionless launch with ~23k users and $3.95M mo
Theia Research (Felipe Montealegre) identified as the most active institutional player in the MetaDAO ecosystem with 1,070+ META tokens, suggesting institutional capital is beginning to specialize in futarchy-governed launches as an asset class.
### Additional Evidence (confirm)
*Source: [[2026-03-23-x-research-p2p-me-ico]] | Added: 2026-03-23*
P2P.me ICO on MetaDAO (March 26-30, 2026) demonstrates continued platform adoption for futarchy-governed capital formation. The ICO has a minimum raise of $6M with discretionary cap, refunds for overallocation, and no buy wallet restrictions.

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@ -50,6 +50,12 @@ Access friction and price friction filter for different populations:
---
### Additional Evidence (confirm)
*Source: [[2026-03-23-x-research-p2p-me-ico]] | Added: 2026-03-23*
P2P.me explicitly chose ICO over additional VC funding and structured launch with 'no airdrop, no promises, no referral' according to @p2pmebrasil, suggesting intentional friction design to filter for conviction rather than speculation.
Relevant Notes:
- [[early-conviction pricing is an unsolved mechanism design problem because systems that reward early believers attract extractive speculators while systems that prevent speculation penalize genuine supporters]] — the trilemma this claim extends with access-friction as a fourth variable
- [[optimal token launch architecture is layered not monolithic because separating quality governance from price discovery from liquidity bootstrapping from community rewards lets each layer use the mechanism best suited to its objective]] — access friction as a possible additional layer

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@ -86,6 +86,12 @@ Q4 2025 data: 8 ICOs raised $25.6M with $390M committed (15.2x oversubscription)
---
### Additional Evidence (extend)
*Source: [[2026-03-23-x-research-p2p-me-ico]] | Added: 2026-03-23*
P2P.me allocation mechanism uses XP-based tier system to manage oversubscription: Tier 3 users maintain 1.5x allocation during overdemand, creating graduated priority access rather than pure pro-rata distribution.
Relevant Notes:
- 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.md
- 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.md

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@ -4,9 +4,13 @@ source_type: x-research
title: "X research: P2P.me ICO"
date: 2026-03-23
domain: internet-finance
status: unprocessed
status: enrichment
proposed_by: "@m3taversal"
contribution_type: research-direction
processed_by: rio
processed_date: 2026-03-23
enrichments_applied: ["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.md", "metadao-ico-platform-demonstrates-15x-oversubscription-validating-futarchy-governed-capital-formation.md", "access-friction-functions-as-a-natural-conviction-filter-in-token-launches-because-process-difficulty-selects-for-genuine-believers-while-price-friction-selects-for-wealthy-speculators.md"]
extraction_model: "anthropic/claude-sonnet-4.5"
---
@ZoNaveen: $P2P ICO on MetaDAO opens March 26-30-2026. @P2Pdotme https://t.co/08W5J2WT21 delivers the first truly decentralized, non-custodial fiat-to-USDC infrastructure for global markets. Instant local-curren
@ -45,3 +49,12 @@ Ti
- minimum raise : $ 6,000,000
- Toal supply: 25
@0x0ragnar: https://t.co/RdnIKgFcfB, merkeziyetsiz bir platform olarak kullanıcıların veri paylaşımını kolaylaştırıyor. Önümüzdeki token satışı, projenin büyümesi için önemli bir fırsat sunuyor. Detaylar için: ht
## Key Facts
- P2P.me ICO runs March 26-30, 2026 on MetaDAO
- P2P.me ICO has $6M minimum raise
- P2P.me total token supply is 25M
- P2P.me allocation uses XP-based tier system with Tier 3 at 1.5x priority
- P2P.me chose ICO over additional VC funding
- P2P.me launch has no airdrop, no referral program