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90e5f05903 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 6)

Pentagon-Agent: Rio <HEADLESS>
2026-03-12 13:00:40 +00:00
4 changed files with 45 additions and 48 deletions

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@ -46,6 +46,7 @@ MetaDAO's token launch platform. Implements "unruggable ICOs" — permissionless
- **2026-03-07** — Areal DAO launch: $50K target, raised $11,654 (23.3%), REFUNDING status by 2026-03-08 — first documented failed futarchy-governed fundraise on platform
- **2026-03-04** — [[seekervault]] fundraise launched targeting $75,000, closed next day with only $1,186 (1.6% of target) in refunding status
- **2025-03-05** — Sanctum proposal 4 created: Should Sanctum use up to 2.5M CLOUD to incentivise INF-SOL liquidity via Kamino Vaults? (passed 2025-03-08)
## Competitive Position
- **Unique mechanism**: Only launch platform with futarchy-governed accountability and treasury return guarantees
- **vs pump.fun**: pump.fun is memecoin launch (zero accountability, pure speculation). Futardio is ownership coin launch (futarchy governance, treasury enforcement). Different categories despite both being "launch platforms."

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@ -0,0 +1,38 @@
---
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"
proposer: "proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2"
proposal_url: "https://www.futard.io/proposal/6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q"
proposal_date: 2025-03-05
resolution_date: 2025-03-08
category: "treasury"
summary: "Proposal to allocate up to 2.5M CLOUD tokens to incentivize INF-SOL liquidity through Kamino Vaults with 20% initial yield 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 proposed using up to 2.5M CLOUD tokens to incentivize INF-SOL liquidity via Kamino Vaults, offering LPs a 20% yield for the first month, then dropping to 15% thereafter. The goal was to deepen INF-SOL liquidity to support large depositors and position INF as the liquidity nexus for all LSTs on Solana. The Kamino team would guarantee 15% APY on up to $2.5M TVL until the CLOUD allocation is exhausted, with incentives expected to last at least 6 months at the TVL cap.
## Market Data
- **Outcome:** Passed
- **Proposer:** proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2
- **Proposal Number:** 4
- **Completed:** 2025-03-08
## Context
INF has been one of the best-performing SOL-based assets, slightly underperforming the best available LST but outperforming mSOL and jitoSOL. However, INF-SOL liquidity was insufficient for large depositors. The proposal noted that >95% of existing xSOL-SOL liquidity on AMMs comes from Kamino managed vaults, and the INF-SOL Kamino vault had historically outperformed a 100% INF HODL strategy due to high capital velocity.
## Significance
This proposal demonstrates standard liquidity incentive mechanisms in DeFi, using token emissions to bootstrap market depth. The 20% → 15% yield structure follows industry norms for initial liquidity attraction. The decision to use Kamino Vaults reflects the market reality that users prefer managed positions over manual liquidity provision.
## Relationship to KB
- [[sanctum]] - treasury allocation decision
- [[MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions]] - example of uncontested proposal

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@ -1,42 +0,0 @@
---
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"
proposer: "proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2"
proposal_url: "https://www.futard.io/proposal/6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q"
proposal_date: 2025-03-05
resolution_date: 2025-03-08
category: "treasury"
summary: "Treasury allocation of up to 2.5M CLOUD tokens to incentivize INF-SOL liquidity through Kamino Vaults with tiered yield structure"
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
Proposal to deploy up to 2.5M CLOUD tokens as liquidity incentives for INF-SOL Kamino vaults, offering 20% APY for the first month then 15% thereafter, targeting $2.5M TVL cap with estimated 6-month duration at full capacity. The proposal addresses insufficient native SOL liquidity depth for INF despite strong performance metrics.
## Market Data
- **Outcome:** Passed
- **Proposer:** proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2
- **Proposal Account:** 6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q
- **Completed:** 2025-03-08
## Context
- INF outperforms mSOL and jitoSOL but lacks deep SOL native liquidity
- Over 95% of xSOL-SOL liquidity on AMMs comes from Kamino managed vaults
- INF-SOL Kamino vault historically outperformed 100% INF HODL due to high capital velocity
- Industry standard LP yield is 15% combined (fees + incentives)
## Significance
Demonstrates futarchy governance applied to operational treasury decisions for liquidity bootstrapping. The proposal uses market mechanisms to evaluate capital allocation efficiency for protocol-owned liquidity rather than contested strategic direction. Kamino team manages dynamic APY adjustments to maintain 15% target yield.
## Relationship to KB
- [[sanctum]] - treasury governance decision
- [[MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions]] - operational treasury decision case
- [[futardio]] - governance platform

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@ -13,7 +13,7 @@ processed_by: rio
processed_date: 2026-03-11
enrichments_applied: ["MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions.md"]
extraction_model: "anthropic/claude-sonnet-4.5"
extraction_notes: "Proposal is primarily operational treasury decision for liquidity incentives. No novel mechanism claims - standard Kamino vault liquidity bootstrapping using futarchy governance. Created decision_market entity and enriched existing futarchy volume claim with operational decision case study."
extraction_notes: "Governance proposal with standard DeFi liquidity incentive mechanics. No novel claims about futarchy mechanisms or market dynamics. Primary value is entity tracking (decision_market creation) and enrichment of existing claim about uncontested futarchy decisions. The proposal demonstrates typical treasury allocation for liquidity bootstrapping using established yield targets (15-20% APY) and managed vault infrastructure (Kamino)."
---
## Proposal Details
@ -83,8 +83,8 @@ Assuming the $2.5M TVL cap is reached, incentives should last 6 months at least.
## Key Facts
- INF outperforms mSOL and jitoSOL historically (2025-03-05)
- Over 95% of xSOL-SOL AMM liquidity comes from Kamino managed vaults
- INF-SOL Kamino vault outperformed 100% INF HODL strategy
- Industry standard LP yield target is 15% combined (fees + incentives)
- Sanctum proposal targets $2.5M TVL cap with estimated 6-month incentive duration
- INF slightly underperforms the best available LST but outperforms mSOL and jitoSOL (2025-03-05)
- More than 95% of existing xSOL-SOL liquidity on AMMs comes from Kamino managed vaults
- INF-SOL Kamino vault has historically outperformed 100% INF HODL strategy
- Industry standard for LP incentives is 15% combined (fees + incentives) annual yield
- Sanctum proposal 4 passed on 2025-03-08, allocating up to 2.5M CLOUD for liquidity incentives