rio: extract from 2026-03-00-solana-launchpad-competitive-landscape.md

- Source: inbox/archive/2026-03-00-solana-launchpad-competitive-landscape.md
- Domain: internet-finance
- Extracted by: headless extraction cron (worker 2)

Pentagon-Agent: Rio <HEADLESS>

entities/internet-finance/metadao.md

@@ -54,7 +54,7 @@ The futarchy governance protocol on Solana. Implements decision markets through
 - **2026-03** — Pine Analytics Q4 2025 quarterly report published
 
 - **2024-02-18** — [[metadao-otc-trade-pantera-capital]] failed: Pantera Capital's $50,000 OTC purchase proposal rejected by futarchy markets
-- **2026-03-00** — Competitive landscape analysis positions MetaDAO as 'quality filter' opposite of Pump.fun, with 8 ICOs raising $25.6M at 15x oversubscription vs Pump.fun's 11M+ tokens with <0.5% survival rate
+- **2026-03-00** — Competitive positioning analysis shows 8 ICOs completed, $25.6M raised, 15x average oversubscription, positioned as 'quality filter' opposite of Pump.fun's permissionless model
 ## Key Decisions
 | Date | Proposal | Proposer | Category | Outcome |
 |------|----------|----------|----------|---------|

inbox/archive/2026-03-00-solana-launchpad-competitive-landscape.md

@@ -12,9 +12,9 @@ priority: medium
 tags: [solana, launchpads, pump-fun, metadao, capital-formation, token-launches, competitive-landscape]
 processed_by: rio
 processed_date: 2026-03-11
-enrichments_applied: ["futarchy-governed-permissionless-launches-require-brand-separation-to-manage-reputational-liability.md", "cryptos-primary-use-case-is-capital-formation-not-payments-or-store-of-value.md", "ownership-coins-primary-value-proposition-is-investor-protection-not-governance-quality.md", "MetaDAO-is-the-futarchy-launchpad-on-Solana-where-projects-raise-capital-through-unruggable-ICOs-governed-by-conditional-markets-creating-the-first-platform-for-ownership-coins-at-scale.md"]
+enrichments_applied: ["futarchy-governed-permissionless-launches-require-brand-separation-to-manage-reputational-liability.md", "ownership-coins-primary-value-proposition-is-investor-protection-not-governance-quality.md", "cryptos-primary-use-case-is-capital-formation-not-payments-or-store-of-value.md", "MetaDAO-is-the-futarchy-launchpad-on-Solana-where-projects-raise-capital-through-unruggable-ICOs-governed-by-conditional-markets-creating-the-first-platform-for-ownership-coins-at-scale.md"]
 extraction_model: "anthropic/claude-sonnet-4.5"
-extraction_notes: "Extracted two novel claims about launchpad competitive dynamics and quality-revenue decoupling. Applied four enrichments to existing MetaDAO and futarchy claims with strong empirical validation. Created four new entity pages for major Solana launchpad competitors (Pump.fun, Solanium, Bags.fm, Magic Eden) and updated MetaDAO timeline. The <0.5% survival rate across 9M tokens is the key data point that validates the curation thesis. Agent notes correctly identified this as competitive positioning evidence for MetaDAO's futarchy model."
+extraction_notes: "Extracted two comparative claims about the Solana launchpad competitive landscape, focusing on the curation-permissionless spectrum and MetaDAO's positioning. Created entity pages for Pump.fun, Solanium, Bags.fm, and Magic Eden as significant competitive players. Applied four enrichments to existing claims about futarchy governance, investor protection, and capital formation. The <0.5% survival rate statistic is the strongest empirical validation for curation demand. Noted caution on causation vs correlation for MetaDAO's oversubscription — sample size and timing effects need consideration."
 ---
 
 ## Content
@@ -60,10 +60,10 @@ EXTRACTION HINT: Focus on the curation vs permissionless spectrum as a market st
 
 
 ## Key Facts
-- 9 million tokens launched on Solana in 2025
-- Pump.fun: 11M+ tokens launched, $700M+ revenue since Jan 2024, 70% market share at peak, <0.5% survival beyond 30 days
-- MetaDAO: 8 ICOs, $25.6M raised, 15x oversubscription as of early 2026
-- Pump.fun bonding curve: 1B tokens per launch, 800M to bonding curve
+- Pump.fun: $700M+ revenue since January 2024, 11M+ tokens launched, 70% market share at peak, <0.5% 30-day survival rate
+- MetaDAO: 8 ICOs, $25.6M raised, 15x average oversubscription
+- Solana ecosystem: 9M+ tokens launched in 2025, <0.5% survival beyond 30 days
+- Pump.fun bonding curve model: 1B tokens per launch, 800M to bonding curve
 - Bags.fm: 1% perpetual revenue share on trading volume
-- Solanium: KYC, staking tiers, community vetting model
-- Magic Eden: NFT-focused, highly selective launchpad
+- Solanium: KYC + staking tiers + community vetting model
+- Magic Eden: Highly selective NFT-focused launchpad