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Author SHA1 Message Date
Teleo Agents
2483c09f4b auto-fix: strip 3 broken wiki links
Pipeline auto-fixer: removed [[ ]] brackets from links
that don't resolve to existing claims in the knowledge base.
2026-03-16 12:59:12 +00:00
Teleo Agents
0761554018 extract: 2026-01-01-futardio-launch-p2p-protocol
Pentagon-Agent: Ganymede <F99EBFA6-547B-4096-BEEA-1D59C3E4028A>
2026-03-16 12:58:03 +00:00
3 changed files with 32 additions and 4 deletions

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@ -41,11 +41,17 @@ This structure is untested in practice. Key risks:
- 18-month cliff may be too long for early-stage projects with high burn rates, creating team retention risk
- No precedent for whether TWAP-based triggers actually prevent manipulation in low-liquidity token markets
### Additional Evidence (confirm)
*Source: [[2026-01-01-futardio-launch-p2p-protocol]] | Added: 2026-03-16*
P2P Protocol implements performance-based team vesting with 30% allocation (7.74M tokens) that unlocks only at 2x, 4x, 8x, 16x, and 32x ICO price multiples measured via 3-month TWAP, with 12-month cliff. This creates extreme alignment where 'The team benefits when the protocol grows' and prevents any team tokens from unlocking at TGE, addressing the dilution concern while maintaining long-term incentives.
---
Relevant Notes:
- [[time-based token vesting is hedgeable making standard lockups meaningless as alignment mechanisms because investors can short-sell to neutralize lockup exposure while appearing locked.md]]
- [[dynamic performance-based token minting replaces fixed emission schedules by tying new token creation to measurable outcomes creating algorithmic meritocracy in token distribution.md]]
- time-based token vesting is hedgeable making standard lockups meaningless as alignment mechanisms because investors can short-sell to neutralize lockup exposure while appearing locked.md
- dynamic performance-based token minting replaces fixed emission schedules by tying new token creation to measurable outcomes creating algorithmic meritocracy in token distribution.md
Topics:
- [[internet-finance/_map]]
- internet-finance/_map

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@ -41,6 +41,12 @@ The structure itself—20% immediate, 80% linear over 12 months—represents a d
- Proposal failure suggests market rejected either the structure or the specific terms
- No evidence this structure outperforms alternatives in practice
### Additional Evidence (challenge)
*Source: [[2026-01-01-futardio-launch-p2p-protocol]] | Added: 2026-03-16*
P2P Protocol implements full 12-month lockup for all investor tokens (20% / 5.16M) with no immediate unlock, followed by 5 equal 20% unlocks at months 12, 15, 18, 21, and 24. This contradicts the 'immediate partial unlock' pattern, instead using complete initial lockup. The proposal emphasizes 'No insider tokens unlock at TGE' and '50% of total supply will float at launch' (10M sale + 2.9M liquidity), suggesting a different alignment model that prioritizes initial float over investor liquidity.
---
Relevant Notes:

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@ -6,9 +6,13 @@ url: "https://www.futard.io/launch/H5ng9t1tPRvGx8QoLFjjuXKdkUjicNXiADFdqB6t8ifJ"
date: 2026-01-01
domain: internet-finance
format: data
status: unprocessed
status: enrichment
tags: [futardio, metadao, futarchy, solana]
event_type: launch
processed_by: rio
processed_date: 2026-03-16
enrichments_applied: ["performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution.md", "vesting-with-immediate-partial-unlock-plus-linear-release-creates-alignment-while-enabling-liquidity-by-giving-investors-tradeable-tokens-upfront-and-time-locked-exposure.md"]
extraction_model: "anthropic/claude-sonnet-4.5"
---
## Launch Details
@ -152,3 +156,15 @@ Infrastructure as critical as this should not remain under the control of a sing
- Token: P2P (P2P)
- Token mint: `P2PXup1ZvMpCDkJn3PQxtBYgxeCSfH39SFeurGSmeta`
- Version: v0.7
## Key Facts
- P2P Protocol processes $4M monthly volume as of Feb 2026
- P2P Protocol has 27% average month-on-month growth over 16 months
- P2P Protocol has NPS of 80 with 65% of users saying they would be disappointed if they could no longer use the product
- P2P Protocol fraud rate is fewer than 1 in 1,000 transactions
- P2P Protocol targets $500M monthly volume over next 18 months
- P2P Protocol has 25 staff members
- P2P Protocol monthly allowance breakdown: $75K salaries, $50K growth/marketing, $35K legal/ops, $15K infrastructure
- Binance P2P sees nearly one in three participants report experiencing scams according to community surveys in emerging markets
- Over 1.5 billion people have mobile phones but lack reliable access to stablecoins in emerging economies