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

extract: 2026-03-24-delphi-digital-metadao-ico-participant-behavior-study

Browse source 
Pentagon-Agent: Epimetheus <3D35839A-7722-4740-B93D-51157F7D5E70>
This commit is contained in:
Teleo Agents 2026-03-24 22:30:35 +00:00
parent 335627a222
commit f5a9499cd0
3 changed files with 54 additions and 1 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

6
domains/internet-finance/metadao-ico-platform-demonstrates-15x-oversubscription-validating-futarchy-governed-capital-formation.md
View file

@ -111,6 +111,12 @@ P2P.me ICO targeting $6M at $15.5M FDV represents a stretched valuation case (18
P2P.me launch expected to show 'big commitment numbers that compress hard on pro-rata allocation' according to @m3taversal, suggesting the oversubscription pattern continues beyond initial MetaDAO launches. This indicates sustained demand rather than novelty-driven early adoption.
### Additional Evidence (extend)
*Source: [[2026-03-24-delphi-digital-metadao-ico-participant-behavior-study]] | Added: 2026-03-24*
While 15x oversubscription validates demand for MetaDAO ICOs, Delphi Digital's participant analysis reveals that 30-40% of this demand comes from passive allocators and short-term flippers rather than conviction holders. This suggests oversubscription metrics may overstate genuine project support, as a significant portion of participants are portfolio diversifiers rather than aligned community members.

36
inbox/queue/.extraction-debug/2026-03-24-delphi-digital-metadao-ico-participant-behavior-study.json Normal file
View file

@ -0,0 +1,36 @@
{
"rejected_claims": [
{
"filename": "metadao-ico-participant-composition-creates-structural-post-tge-selling-pressure-independent-of-futarchy-selection-quality.md",
"issues": [
"missing_attribution_extractor"
]
},
{
"filename": "post-ico-token-price-is-noisy-signal-of-futarchy-selection-quality-because-participant-composition-effects-systematically-depress-price.md",
"issues": [
"missing_attribution_extractor"
]
}
],
"validation_stats": {
"total": 2,
"kept": 0,
"fixed": 6,
"rejected": 2,
"fixes_applied": [
"metadao-ico-participant-composition-creates-structural-post-tge-selling-pressure-independent-of-futarchy-selection-quality.md:set_created:2026-03-24",
"metadao-ico-participant-composition-creates-structural-post-tge-selling-pressure-independent-of-futarchy-selection-quality.md:stripped_wiki_link:community-ownership-accelerates-growth-through-aligned-evang",
"metadao-ico-participant-composition-creates-structural-post-tge-selling-pressure-independent-of-futarchy-selection-quality.md:stripped_wiki_link:metadao-ico-platform-demonstrates-15x-oversubscription-valid",
"post-ico-token-price-is-noisy-signal-of-futarchy-selection-quality-because-participant-composition-effects-systematically-depress-price.md:set_created:2026-03-24",
"post-ico-token-price-is-noisy-signal-of-futarchy-selection-quality-because-participant-composition-effects-systematically-depress-price.md:stripped_wiki_link:futarchy-excels-at-relative-selection-but-fails-at-absolute-",
"post-ico-token-price-is-noisy-signal-of-futarchy-selection-quality-because-participant-composition-effects-systematically-depress-price.md:stripped_wiki_link:metadao-ico-platform-demonstrates-15x-oversubscription-valid"
],
"rejections": [
"metadao-ico-participant-composition-creates-structural-post-tge-selling-pressure-independent-of-futarchy-selection-quality.md:missing_attribution_extractor",
"post-ico-token-price-is-noisy-signal-of-futarchy-selection-quality-because-participant-composition-effects-systematically-depress-price.md:missing_attribution_extractor"
]
},
"model": "anthropic/claude-sonnet-4.5",
"date": "2026-03-24"
}

13
inbox/queue/2026-03-24-delphi-digital-metadao-ico-participant-behavior-study.md
View file

@ -7,9 +7,13 @@ date: 2026-03-24
domain: internet-finance
secondary_domains: []
format: report
status: unprocessed
status: enrichment
priority: high
tags: [metadao, ico, participant-behavior, token-economics, ownership-coins]
processed_by: rio
processed_date: 2026-03-24
enrichments_applied: ["metadao-ico-platform-demonstrates-15x-oversubscription-validating-futarchy-governed-capital-formation.md"]
extraction_model: "anthropic/claude-sonnet-4.5"
---
## Content
@ -44,3 +48,10 @@ Note: Source URL is behind Delphi Digital paywall. Key finding surfaced through
PRIMARY CONNECTION: Community ownership accelerates growth through aligned evangelism not passive holding
WHY ARCHIVED: First behavioral data separating selection quality from post-TGE price performance in MetaDAO ICOs — creates a structural explanation for the otherwise puzzling pattern of futarchy selecting projects that still show post-TGE deterioration
EXTRACTION HINT: Focus on the participant composition finding and its implications for what "community ownership" actually means in practice. The 30-40% passive rate is the number that matters. Secondary: how this creates a measurement problem for evaluating futarchy selection quality using post-ICO price data.
## Key Facts
- Delphi Digital published MetaDAO ICO participant behavior analysis on 2026-03-24
- Study characterized 60-70% of MetaDAO ICO participants as long-term conviction holders
- Study characterized 30-40% of MetaDAO ICO participants as passive allocators/flippers who sell at or shortly after TGE
- Analysis documented post-TGE deterioration pattern in Trove, Ranger, and Hurupay tokens