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 5)

Pentagon-Agent: Rio <HEADLESS>

entities/internet-finance/sanctum-incentivise-inf-sol-liquidity.md

@@ -1,38 +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: "Deploy up to 2.5M CLOUD tokens to incentivize INF-SOL liquidity via Kamino Vaults with 20% initial yield transitioning 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
-Proposal to deploy up to 2.5M CLOUD tokens to incentivize liquidity providers in the INF-SOL Kamino vault, offering 20% APY for the first month then 15% thereafter, targeting $2.5M TVL to deepen native SOL liquidity for INF. The proposal passed, addressing the concern that despite INF's strong performance (outperforming mSOL and jitoSOL), insufficient liquidity prevented large depositors from exiting in size.
-
-## Market Data
-- **Outcome:** Passed
-- **Proposer:** proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2
-- **Proposal Account:** 6mc1Fp6ds8XKA2jMzBDDhVwvY6ZCGg6SNqvHy4E6LS7Q
-- **DAO Account:** 5n61x4BeVvvRMcYBMaorhu1MaZDViYw6HghE8gwLCvPR
-- **Created:** 2025-03-05
-- **Completed:** 2025-03-08
-
-## Significance
-Demonstrates futarchy applied to operational treasury decisions for liquidity management. The proposal used industry-standard incentive rates (15-20% APY) and targeted Kamino vaults specifically because >95% of existing xSOL-SOL liquidity comes from Kamino managed positions, showing market preference for automated position management over manual LP provision. The decision to focus on deepening INF-SOL liquidity supports Sanctum's goal of making INF the liquidity nexus for all LSTs on Solana.
-
-## Relationship to KB
-- [[sanctum]] - treasury governance decision
-- [[MetaDAOs Autocrat program implements futarchy through conditional token markets where proposals create parallel pass and fail universes settled by time-weighted average price over a three-day window]] - implementation example
-- [[MetaDAOs futarchy implementation shows limited trading volume in uncontested decisions]] - uncontested operational proposal

entities/internet-finance/sanctum-use-cloud-incentivise-inf-sol-liquidity.md

@@ -0,0 +1,42 @@
+---
+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

inbox/archive/2025-03-05-futardio-proposal-should-sanctum-use-up-to-25m-cloud-to-incentivise-inf-sol-li.md

@@ -11,9 +11,9 @@ tags: [futardio, metadao, futarchy, solana, governance]
 event_type: proposal
 processed_by: rio
 processed_date: 2026-03-11
-enrichments_applied: ["MetaDAOs-Autocrat-program-implements-futarchy-through-conditional-token-markets-where-proposals-create-parallel-pass-and-fail-universes-settled-by-time-weighted-average-price-over-a-three-day-window.md", "MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions.md"]
+enrichments_applied: ["MetaDAOs-futarchy-implementation-shows-limited-trading-volume-in-uncontested-decisions.md"]
 extraction_model: "anthropic/claude-sonnet-4.5"
-extraction_notes: "Futarchy governance proposal for operational treasury deployment. Primary output is decision_market entity. No novel claims - this is a standard liquidity incentive proposal using established mechanisms. Enriches existing futarchy implementation claims with operational example. INF performance data and Kamino vault dominance are facts, not arguable claims."
+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."
 ---
 
 ## 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 but slightly underperforms the best available LST on Solana (2025-03-05)
-- INF-SOL Kamino vault has outperformed 100% INF HODL strategy due to high capital velocity (2025-03-05)
-- >95% of existing xSOL-SOL liquidity on AMMs comes from Kamino managed vaults (2025-03-05)
-- Industry standard for LP incentives is 15% combined (fees + incentives) annual yield (2025-03-05)
-- Sanctum proposal targets $2.5M TVL cap with incentives expected to last 6+ months at that level (2025-03-05)
+- 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