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Author SHA1 Message Date
Teleo Agents
45fec99453 extract: 2026-01-01-futardio-launch-p2p-protocol
Pentagon-Agent: Ganymede <F99EBFA6-547B-4096-BEEA-1D59C3E4028A>
2026-03-16 14:53:57 +00:00
3 changed files with 11 additions and 13 deletions

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@ -43,13 +43,13 @@ This structure is untested in practice. Key risks:
### Additional Evidence (confirm)
*Source: 2026-01-01-futardio-launch-mycorealms | Added: 2026-03-16*
*Source: [[2026-01-01-futardio-launch-mycorealms]] | Added: 2026-03-16*
MycoRealms allocates 3M tokens (18.9% of supply) to team with zero circulating at launch, unlocking only at 2x/4x/8x/16x/32x ICO price via 3-month TWAP after 18-month cliff. Physical infrastructure project demonstrates mechanism applies beyond pure digital contexts.
### Additional Evidence (confirm)
*Source: 2026-03-04-futardio-launch-xorrabet | Added: 2026-03-16*
*Source: [[2026-03-04-futardio-launch-xorrabet]] | Added: 2026-03-16*
XorraBet structured 4M team tokens (20% of supply) with five tranches unlocking at 2x, 4x, 8x, 16x, and 32x price multiples, with an 18-month cliff and 3-month TWAP evaluation. At launch, 0 team tokens circulate, and if the token never reaches 2x, the team receives nothing.
@ -57,7 +57,7 @@ XorraBet structured 4M team tokens (20% of supply) with five tranches unlocking
### Additional Evidence (confirm)
*Source: [[2026-01-01-futardio-launch-p2p-protocol]] | Added: 2026-03-16*
P2P Protocol implements aggressive performance vesting: 'Team tokens (30% / 7.74M): Performance-based only. 12 months cliff period. 5 equal tranches unlocking at 2x, 4x, 8x, 16x, and 32x ICO price, post the cliff period. Price measured via 3-month TWAP.' This creates exponential price hurdles (2x, 4x, 8x, 16x, 32x) rather than linear time-based vesting, with explicit statement that 'The team benefits when the protocol grows.'
P2P Protocol implements performance-based team vesting with price-multiple triggers: 'Team tokens (30% / 7.74M): Performance-based only. 12 months cliff period. 5 equal tranches unlocking at 2x, 4x, 8x, 16x, and 32x ICO price, post the cliff period. Price measured via 3-month TWAP.' This creates extreme alignment where team only benefits from sustained price appreciation.
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@ -42,10 +42,10 @@ The structure itself—20% immediate, 80% linear over 12 months—represents a d
- No evidence this structure outperforms alternatives in practice
### Additional Evidence (confirm)
### Additional Evidence (extend)
*Source: [[2026-01-01-futardio-launch-p2p-protocol]] | Added: 2026-03-16*
P2P Protocol implements strict investor lockup with delayed unlock schedule: 'Investor tokens (20% / 5.16M): Fully locked for 12 months. 5 equal unlocks of 20% each: first at month 12, then at months 15, 18, 21, and 24. Fully vested at month 24. Enforced via on-chain vesting contracts. Locked tokens cannot be staked.' Notably, '50% of total supply will float at launch (10M sale + 2.9M liquidity)' with 'No insider tokens unlock at TGE.'
P2P Protocol uses full 12-month lockup with staged unlocks instead of partial immediate unlock: 'Investor tokens (20% / 5.16M): Fully locked for 12 months. 5 equal unlocks of 20% each: first at month 12, then at months 15, 18, 21, and 24.' This represents a more conservative vesting approach than immediate partial unlock, prioritizing long-term commitment over early liquidity.
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@ -159,15 +159,13 @@ Infrastructure as critical as this should not remain under the control of a sing
## Key Facts
- P2P Protocol launched futarchy-governed fundraise on futard.io on 2026-01-01 targeting $6M
- P2P Protocol processes $4M monthly volume as of Feb 2026
- P2P Protocol processes $4M monthly volume as of February 2026
- P2P Protocol has $578K annual revenue run rate
- P2P Protocol maintains 27% average month-on-month growth over 16 months
- P2P Protocol has sustained 27% average month-on-month growth over 16 months
- P2P Protocol operates in India, Brazil, Argentina, and Indonesia
- P2P Protocol reports NPS of 80
- P2P Protocol targets $500M monthly volume over next 18 months
- P2P Protocol monthly allowance breakdown: $75K team salaries (25 staff), $50K growth/marketing, $35K legal/operations, $15K infrastructure
- P2P Protocol projects operating profitability by mid-2027
- P2P Protocol has NPS of 80
- P2P Protocol fraud rate is fewer than 1 in 1,000 transactions
- P2P Protocol trade settlement averages under 90 seconds
- P2P Protocol monthly allowance breakdown: $75K team salaries (25 staff), $50K growth/marketing, $35K legal/operations, $15K infrastructure
- P2P Protocol targets $500M monthly volume over next 18 months
- P2P Protocol targets operating profitability by mid-2027
- Binance P2P reports nearly one in three participants experience scams according to community surveys in emerging markets