teleo/teleo-codex
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Author SHA1 Message Date
m3taversal
86f61e341b rio: enrich MetaDAO launchpad claim + adoption friction + Position #4 with Pine Analytics Q4 data and futard.io launch metrics 
- What: Added competitive outperformance data (MetaDAO 6/$18.7M vs Metaplex 3/$5.4M in -25% market), futard.io first 2 days (34 ICOs, $15.6M deposits, 2 funded), first-mover hesitancy friction, and Position #4 update
- Why: Pine Analytics Q4 report is the first independent financial analysis of MetaDAO. Futard.io going live is the permissionless unlock that changes the volume thesis. "Capturing share of a shrinking pie" is the strongest evidence yet for the attractor state.
- Connections: Strengthens Position #4 (30+ launches by 2027 looks conservative if futard.io throughput sustains), adds new friction dimension to adoption claim

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 23:46:47 +00:00
m3taversal
c374f857e8 rio: add 3 new claims, enrich 2 existing claims, archive 4 sources (Feb 2026 MetaDAO ecosystem) 
- What: 3 new claims proposed to domains/internet-finance/:
  1. Ownership coin treasuries should be actively managed (fluid capital stacks)
  2. Permissionless launches require brand separation (futard.io reputational liability)
  3. Dynamic performance-based token minting (Mint Governor)
  Enriched 2 existing claims:
  - MetaDAO platform analysis: added futard.io, Feb 2026 numbers, treasury subcommittee
  - Futarchy adoption friction: added Hurupay demand gap evidence
  Archived 4 sources to inbox/archive/ tagged rio.

- Why: MetaDAO ecosystem in Feb 2026 shows maturation — $36M treasury, $48M ecosystem
  mcap, three executed buybacks, permissionless launch brand, Mint Governor in audit.
  But also reveals friction — Hurupay $900k real demand vs $3-6M target, commitment
  theater gap, reputational liability forcing brand separation. These are real operational
  signals that both strengthen and complicate the futarchy launchpad thesis.

- Connections:
  - Fluid capital stacks enriches Living Capital vehicles and token economics claims
  - Brand separation connects to permissionless attention market claim
  - Mint Governor extends meritocratic principle from governance to supply
  - Hurupay underperformance is a watch signal for Position #4 (MetaDAO majority of launches)
  - Treasury subcommittee shows even futarchy DAOs need institutional scaffolding

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 21:18:04 +00:00
m3taversal
e830fe4c5f Initial commit: Teleo Codex v1 
Three-agent knowledge base (Leo, Rio, Clay) with:
- 177 claim files across core/ and foundations/
- 38 domain claims in internet-finance/
- 22 domain claims in entertainment/
- Agent soul documents (identity, beliefs, reasoning, skills)
- 14 positions across 3 agents
- Claim/belief/position schemas
- 6 shared skills
- Agent-facing CLAUDE.md operating manual

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-05 20:30:34 +00:00