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9f77fb9e31 ingestion: archive futardio launch — 2026-01-01-futardio-launch-nvision.md 2026-03-23 14:45:09 +00:00
Teleo Agents
02d4fa8b74 pipeline: archive 1 conflict-closed source(s)
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Leo
da69294df8 extract: 2026-03-23-telegram-m3taversal-i-saw-a-few-posts-from-vcs-saying-they-would-be-in (#1681) 2026-03-23 14:07:27 +00:00
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Teleo Agents
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- Files: entities/internet-finance/p2p-me.md

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Leo
c929e33e16 extract: 2026-03-23-telegram-m3taversal-futairdbot-what-are-people-saying-about-the-p2p (#1680)
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Teleo Agents
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Teleo Agents
b072fb0539 pipeline: archive 1 source(s) post-merge
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Teleo Agents
b0f25a1873 extract: 2026-03-23-telegram-m3taversal-futairdbot-research-the-upcoming-p2p-fundraise-la
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cd6bc782f0 rio: sync 2 item(s) from telegram staging
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80e9cdd765 pipeline: archive 1 source(s) post-merge
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Teleo Agents
642e27fbbb extract: 2026-03-23-x-research-theia-research-meta
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Teleo Agents
32752a8891 extract: 2026-03-23-telegram-m3taversal-weird-saying-how-much-meta-theia-research-has-thi
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dda54bd131 entity-batch: update 2 entities
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- Files: entities/internet-finance/metadao.md, entities/internet-finance/theia-research.md

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89858578fd rio: sync 2 item(s) from telegram staging
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1e2999b459 rio: sync 3 item(s) from telegram staging
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af9b713d46 extract: 2026-01-28-nasa-cld-phase2-frozen-saa-revised-approach (#1666)
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fb43ff402b extract: 2026-03-22-automation-bias-rct-ai-trained-physicians
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d2948af681 extract: 2026-03-21-replibench-autonomous-replication-capabilities
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- Files: entities/internet-finance/metadao.md

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- Files: entities/internet-finance/metadao.md, entities/internet-finance/p2p-me.md

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29 changed files with 562 additions and 6 deletions

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@ -17,6 +17,12 @@ This leaves motivation selection as the only durable approach: either direct spe
--- ---
### Additional Evidence (confirm)
*Source: [[2026-03-21-replibench-autonomous-replication-capabilities]] | Added: 2026-03-23*
Current models already demonstrate >50% success on hardest variants of tasks designed to test circumvention of security controls (KYC, persistent deployment evasion). The capability trajectory shows rapid improvement in exactly the domains where containment depends on security measures designed by humans.
Relevant Notes: Relevant Notes:
- [[safe AI development requires building alignment mechanisms before scaling capability]] -- Bostrom's analysis shows why motivation selection must precede capability scaling - [[safe AI development requires building alignment mechanisms before scaling capability]] -- Bostrom's analysis shows why motivation selection must precede capability scaling
- [[the alignment problem dissolves when human values are continuously woven into the system rather than specified in advance]] -- continuous weaving is a form of motivation selection that avoids the limitations of both direct specification and one-shot loading - [[the alignment problem dissolves when human values are continuously woven into the system rather than specified in advance]] -- continuous weaving is a form of motivation selection that avoids the limitations of both direct specification and one-shot loading

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@ -63,6 +63,12 @@ The research-to-compliance translation gap fails for the same structural reason
The coordination gap provides the mechanism explaining why voluntary commitments fail even beyond racing dynamics: coordination infrastructure investments have diffuse benefits but concentrated costs, creating a public goods problem. Labs won't build shared response infrastructure unilaterally because competitors free-ride on the benefits while the builder bears full costs. This is distinct from the competitive pressure argument — it's about why shared infrastructure doesn't get built even when racing isn't the primary concern. The coordination gap provides the mechanism explaining why voluntary commitments fail even beyond racing dynamics: coordination infrastructure investments have diffuse benefits but concentrated costs, creating a public goods problem. Labs won't build shared response infrastructure unilaterally because competitors free-ride on the benefits while the builder bears full costs. This is distinct from the competitive pressure argument — it's about why shared infrastructure doesn't get built even when racing isn't the primary concern.
### Additional Evidence (confirm)
*Source: [[2026-03-21-replibench-autonomous-replication-capabilities]] | Added: 2026-03-23*
RepliBench exists as a comprehensive self-replication evaluation tool but is not integrated into compliance frameworks despite EU AI Act Article 55 taking effect after its publication. Labs can voluntarily use it but face no enforcement mechanism requiring them to do so, creating competitive pressure to avoid evaluations that might reveal concerning capabilities.
Relevant Notes: Relevant Notes:

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@ -48,6 +48,12 @@ The Klang et al. Lancet Digital Health study (February 2026) adds a fourth failu
NCT07328815 tests whether a UI-layer behavioral nudge (ensemble-LLM confidence signals + anchoring cues) can mitigate automation bias where training failed. The parent study (NCT06963957) showed 20-hour AI-literacy training did not prevent automation bias. This trial operationalizes a structural solution: using multi-model disagreement as an automatic uncertainty flag that doesn't require physician understanding of model internals. Results pending (2026). NCT07328815 tests whether a UI-layer behavioral nudge (ensemble-LLM confidence signals + anchoring cues) can mitigate automation bias where training failed. The parent study (NCT06963957) showed 20-hour AI-literacy training did not prevent automation bias. This trial operationalizes a structural solution: using multi-model disagreement as an automatic uncertainty flag that doesn't require physician understanding of model internals. Results pending (2026).
### Additional Evidence (extend)
*Source: [[2026-03-22-automation-bias-rct-ai-trained-physicians]] | Added: 2026-03-23*
RCT evidence (NCT06963957, medRxiv August 2025) shows automation bias persists even after 20 hours of AI-literacy training specifically designed to teach critical evaluation of AI output. Physicians with this training still voluntarily deferred to deliberately erroneous LLM recommendations in 3 of 6 clinical vignettes, demonstrating that the human-in-the-loop degradation mechanism operates even when humans are extensively trained to resist it.

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@ -152,6 +152,24 @@ $BANK (March 2026) launched with 5% public allocation and 95% insider retention,
Hurupay ICO raised $2,003,593 against $3M minimum (67% of target) and all capital was fully refunded with no tokens issued, demonstrating the minimum-miss refund mechanism working exactly as designed. This is the first documented failed ICO on MetaDAO platform where the unruggable mechanism successfully returned capital. Hurupay ICO raised $2,003,593 against $3M minimum (67% of target) and all capital was fully refunded with no tokens issued, demonstrating the minimum-miss refund mechanism working exactly as designed. This is the first documented failed ICO on MetaDAO platform where the unruggable mechanism successfully returned capital.
### Additional Evidence (extend)
*Source: [[2026-03-23-telegram-m3taversal-futairdbot-research-the-upcoming-p2p-fundraise-la]] | Added: 2026-03-23*
P2P.me is planning a MetaDAO permissionless launch with ~23k users and $3.95M monthly volume peak. The project has tight unit economics ($500K annualized revenue, $82K gross profit, $175K/month burn with 25-person team) going into the raise, demonstrating that MetaDAO is attracting operational businesses with real traction, not just speculative projects.
### Additional Evidence (extend)
*Source: [[2026-03-23-telegram-m3taversal-futairdbot-research-the-upcoming-p2p-fundraise-la]] | Added: 2026-03-23*
Theia Research (Felipe Montealegre) identified as the most active institutional player in the MetaDAO ecosystem with 1,070+ META tokens, suggesting institutional capital is beginning to specialize in futarchy-governed launches as an asset class.
### Additional Evidence (challenge)
*Source: [[2026-03-23-telegram-m3taversal-futairdbot-what-are-people-saying-about-the-p2p]] | Added: 2026-03-23*
P2P.me launch demonstrates tension in MetaDAO's value proposition. Critics question 'why does a working P2P fiat ramp need a token?' for a product with 23k+ users and $4M monthly volume. The team frames it as 'community ownership infrastructure' but unit economics reveal tight margins: ~$500K annualized revenue, only ~$82K gross profit after costs, burning $175K/month. This suggests the token launch functions partly as a runway play dressed up as decentralization, undermining the narrative that futarchy-governed ICOs are primarily about governance quality rather than capital extraction.
Relevant Notes: Relevant Notes:
- MetaDAOs Cayman SPC houses all launched projects as ring-fenced SegCos under a single entity with MetaDAO LLC as sole Director -- the legal structure housing all projects - MetaDAOs Cayman SPC houses all launched projects as ring-fenced SegCos under a single entity with MetaDAO LLC as sole Director -- the legal structure housing all projects

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@ -86,6 +86,12 @@ Q4 2025 data: 8 ICOs raised $25.6M with $390M committed (15.2x oversubscription)
--- ---
### Additional Evidence (extend)
*Source: [[2026-03-23-telegram-m3taversal-futairdbot-what-are-people-saying-about-the-p2p]] | Added: 2026-03-23*
P2P.me case shows oversubscription patterns may compress on pro-rata allocation: 'MetaDAO launches tend to get big commitment numbers that compress hard on pro-rata allocation.' This suggests the 15x oversubscription metric may overstate actual capital deployment if commitment-to-allocation conversion is systematically low.
Relevant Notes: Relevant Notes:
- 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 - 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
- ownership coins primary value proposition is investor protection not governance quality because anti-rug enforcement through market-governed liquidation creates credible exit guarantees that no amount of decision optimization can match.md - ownership coins primary value proposition is investor protection not governance quality because anti-rug enforcement through market-governed liquidation creates credible exit guarantees that no amount of decision optimization can match.md

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@ -53,6 +53,12 @@ MetaDAO's fair launch structure demonstrates investor protection through three m
--- ---
### Additional Evidence (challenge)
*Source: [[2026-03-23-telegram-m3taversal-futairdbot-what-are-people-saying-about-the-p2p]] | Added: 2026-03-23*
P2P.me demonstrates that VC backing 'cuts both ways. Gives credibility but feeds the max extraction narrative.' This suggests that even with futarchy governance, the presence of traditional investors creates perception problems that undermine the anti-rug value proposition, as users question whether the mechanism truly protects against extraction or just provides sophisticated cover for it.
Relevant Notes: Relevant Notes:
- [[futarchy-governed liquidation is the enforcement mechanism that makes unruggable ICOs credible because investors can force full treasury return when teams materially misrepresent]] — the enforcement mechanism that makes anti-rug credible - [[futarchy-governed liquidation is the enforcement mechanism that makes unruggable ICOs credible because investors can force full treasury return when teams materially misrepresent]] — the enforcement mechanism that makes anti-rug credible
- [[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]] — parent claim this reframes - [[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]] — parent claim this reframes

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@ -51,6 +51,12 @@ NASA awarded Axiom Mission 5 and Vast's first PAM in February 2026, demonstratin
Voyager Technologies completed Starlab's commercial Critical Design Review (CCDR) in 2025, marking 31 total milestones completed with $183.2M NASA cash received inception-to-date. The company maintains $704.7M liquidity (+15% sequential) specifically to bridge the design-to-manufacturing transition, demonstrating that commercial station developers are actively progressing through development gates with substantial capital reserves. Voyager Technologies completed Starlab's commercial Critical Design Review (CCDR) in 2025, marking 31 total milestones completed with $183.2M NASA cash received inception-to-date. The company maintains $704.7M liquidity (+15% sequential) specifically to bridge the design-to-manufacturing transition, demonstrating that commercial station developers are actively progressing through development gates with substantial capital reserves.
### Additional Evidence (challenge)
*Source: [[2026-01-28-nasa-cld-phase2-frozen-saa-revised-approach]] | Added: 2026-03-23*
NASA's January 28, 2026 Phase 2 CLD freeze placed the entire commercial station sector on hold indefinitely, and the July 2025 requirement reduction from 'permanently crewed' to 'crew-tended' suggests programs cannot meet the original operational bar. The freeze converts the 2030 timeline from a target to an open question, and the requirement softening reveals capability gaps that weren't visible in Phase 1 awards.

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@ -48,6 +48,12 @@ NASA's PAM program structure has NASA purchasing crew consumables, cargo deliver
Voyager's Space Solutions revenue declined 36% YoY to $47.6M as 'NASA services contract wind-down' (ISS-related services) accelerates, while Starlab development (commercial station as service model) received $56M in milestone payments in 2025. This demonstrates the active transition from government-operated infrastructure to commercial service procurement in real-time. Voyager's Space Solutions revenue declined 36% YoY to $47.6M as 'NASA services contract wind-down' (ISS-related services) accelerates, while Starlab development (commercial station as service model) received $56M in milestone payments in 2025. This demonstrates the active transition from government-operated infrastructure to commercial service procurement in real-time.
### Additional Evidence (challenge)
*Source: [[2026-01-28-nasa-cld-phase2-frozen-saa-revised-approach]] | Added: 2026-03-23*
NASA's Phase 2 CLD freeze demonstrates that the transition to service-buyer creates single-customer dependency risk. When NASA froze Phase 2 on January 28, 2026, all three commercial station programs faced simultaneous viability uncertainty because they lack diversified demand. The 'structural advantage' for commercial providers only holds if government demand is stable; when it's not, commercial programs are more fragile than government-built alternatives would be.
Relevant Notes: Relevant Notes:

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@ -92,6 +92,9 @@ The futarchy governance protocol on Solana. Implements decision markets through
- **2026-02-07** — First failed ICO: Hurupay raised $2M against $3M minimum, all capital refunded under unruggable ICO mechanics - **2026-02-07** — First failed ICO: Hurupay raised $2M against $3M minimum, all capital refunded under unruggable ICO mechanics
- **2026-03-26** — [[metadao-p2p-me-ico]] Active: P2P.me ICO launched targeting $6M at $15.5M FDV, backed by Multicoin Capital and Coinbase Ventures (closes March 30) - **2026-03-26** — [[metadao-p2p-me-ico]] Active: P2P.me ICO launched targeting $6M at $15.5M FDV, backed by Multicoin Capital and Coinbase Ventures (closes March 30)
- **2025-Q4** — Reached first operating profitability with $2.51M in fee revenue from Futarchy AMM and Meteora pools; expanded futarchy ecosystem from 2 to 8 protocols; total futarchy market cap reached $219M with non-META market cap of $69M; hosted 6 ICOs in quarter raising $18.7M; maintains 15+ quarters of runway - **2025-Q4** — Reached first operating profitability with $2.51M in fee revenue from Futarchy AMM and Meteora pools; expanded futarchy ecosystem from 2 to 8 protocols; total futarchy market cap reached $219M with non-META market cap of $69M; hosted 6 ICOs in quarter raising $18.7M; maintains 15+ quarters of runway
- **2026-03-21** — [[metadao-meta036-hanson-futarchy-research]] Active: Proposal to fund $80K academic research at GMU led by Robin Hanson, trading at 50% likelihood
- **2025-Q4** — Achieved first operating profitability with $2.51M in fee revenue from Futarchy AMM and Meteora pools; hosted 6 ICOs in quarter raising $18.7M; expanded futarchy ecosystem from 2 to 8 protocols; total equity grew from $4M to $16.5M
- **2026-03-23** — [[metadao-theia-research-meta-otc]] Active: Theia Research proposed $630,000 OTC deal to acquire 700 $META tokens
## Key Decisions ## Key Decisions
| Date | Proposal | Proposer | Category | Outcome | | Date | Proposal | Proposer | Category | Outcome |
|------|----------|----------|----------|---------| |------|----------|----------|----------|---------|

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@ -58,3 +58,5 @@ Treasury controlled by token holders through futarchy-based governance. Team can
- **2026-03-26** — [[p2p-me-ico-march-2026]] Active: $6M ICO at $15.5M FDV scheduled on MetaDAO - **2026-03-26** — [[p2p-me-ico-march-2026]] Active: $6M ICO at $15.5M FDV scheduled on MetaDAO
- **2026-03-26** — [[metadao-p2p-me-ico]] Active: ICO launch targeting $15.5M FDV at 182x gross profit multiple - **2026-03-26** — [[metadao-p2p-me-ico]] Active: ICO launch targeting $15.5M FDV at 182x gross profit multiple
- **2026-03-26** — [[p2p-me-metadao-ico-march-2026]] Active: ICO scheduled, targeting $6M at $15.5M FDV - **2026-03-26** — [[p2p-me-metadao-ico-march-2026]] Active: ICO scheduled, targeting $6M at $15.5M FDV
- **2026-03-26** — [[p2p-me-metadao-ico-march-2026]] Status pending: ICO vote scheduled
- **2026-03-26** — [[p2p-me-ico-launch]] Active: ICO launch on MetaDAO with $6M minimum fundraising target

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@ -43,6 +43,7 @@ Onchain liquid token fund managed by Felipe Montealegre. Invests in companies bu
- **2026-02-27** — Felipe Montealegre publicly endorsed MetaDAO's value proposition for "Claude Code founders" who can "raise capital in days so they can ship in weeks," framing it as operational reality rather than narrative (14.9K views, 78 likes) - **2026-02-27** — Felipe Montealegre publicly endorsed MetaDAO's value proposition for "Claude Code founders" who can "raise capital in days so they can ship in weeks," framing it as operational reality rather than narrative (14.9K views, 78 likes)
- **2025-01-27** — Proposed $500K OTC purchase of 370.370 META tokens at 14% premium to MetaDAO - **2025-01-27** — Proposed $500K OTC purchase of 370.370 META tokens at 14% premium to MetaDAO
- **2025-01-30** — Completed $500K META token purchase from MetaDAO treasury with 12-month linear vesting - **2025-01-30** — Completed $500K META token purchase from MetaDAO treasury with 12-month linear vesting
- **2026-03-23** — Noted for significant META token holdings and public thesis on internet finance
## Competitive Position ## Competitive Position
- **Unique positioning**: Only known institutional fund explicitly building investment thesis around futarchy governance as a moat - **Unique positioning**: Only known institutional fund explicitly building investment thesis around futarchy governance as a moat
- **Token governance focus**: Launched Token Transparency Framework with Blockworks. Describes "Lemon Problem in Token Markets" — the structural issue of quality tokens being indistinguishable from scams - **Token governance focus**: Launched Token Transparency Framework with Blockworks. Describes "Lemon Problem in Token Markets" — the structural issue of quality tokens being indistinguishable from scams

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@ -0,0 +1,90 @@
---
type: source
title: "Futardio: Nvision fundraise goes live"
author: "futard.io"
url: "https://www.futard.io/launch/6e3Xz2CUmXabyhMEQ3QpJUgPKP65HVzXP8X5qtb5a2YZ"
date: 2026-01-01
domain: internet-finance
format: data
status: unprocessed
tags: [futardio, metadao, futarchy, solana]
event_type: launch
---
## Launch Details
- Project: Nvision
- Description: Fairer prediction markets that reward conviction, not just insiders.
- Funding target: $50,000.00
- Total committed: N/A
- Status: Initialized
- Launch date: 2026-01-01
- URL: https://www.futard.io/launch/6e3Xz2CUmXabyhMEQ3QpJUgPKP65HVzXP8X5qtb5a2YZ
## Team / Description
## Project Description - NVISION
---
### Overview
NVISION is a conviction-based prediction market protocol on Solana where *when* you believe determines your payout, not just how much you bet. The size of your conviction matters, but so does the moment you chose to believe.
Today's prediction markets are wealth-weighted voting systems. Whales and insiders enter late with privileged information, time their entry just before resolution, and dominate settlement through sheer capital size. Retail participants are structurally disadvantaged regardless of how accurate or early their beliefs were. The mechanism is broken at the foundation.
NVISION solves this through Belief-Driven Market Theory (BDMT) - a formal framework in which time is a first-class variable. Early conviction is rewarded disproportionately. Scalpers and active traders compound the reward pool for long-term holders. Markets are permissionless but economically accountable. Every market begins as a proposal with a creator bond, not just fee, but a signal of intent. Rules are written in plain language, hashed, and locked on-chain at graduation. No platform, no operator, and no dispute can rewrite them retroactively. The market you enter is the market that settles.
The long-term vision is to become the standard infrastructure for fair, capital-neutral collective truth discovery, where being early and being right are finally rewarded together.
---
### Links
**NVISION Information Dashboard** — [nvision.convictionlabs.org](https://nvision.convictionlabs.org)
**Initial Frontend App** — [share.google/5zIHLCnFGRdBcOjUb](https://share.google/5zIHLCnFGRdBcOjUb)
---
### Use of Funds
**Monthly Burn Estimate**
**Protocol Engineering & Infrastructure: ~$4,000 / month**
- Smart contract development (Solana / Anchor)
- AMM, conviction pool mechanics, and resolution engine
- RPC nodes, Pyth Entropy integration, testnet and frontend hosting
**Community & Research: ~$500 / month**
- Mechanism research and parameter calibration
- Community growth and market creator onboarding
**Total Monthly Burn: ~$4,500 / month**
**Runway Target:** 5 months to MVP. Fully functional conviction market on Solana testnet.
---
### Market & Differentiation
**Target Market**
- Prediction market traders frustrated by whale-dominated, capital-weighted outcomes
- Autonomous trading agents seeking programmatic access to fair, manipulation-resistant markets
**Competitive Edge**
Conviction Markets improve on platforms like Polymarket and Kalshi by shifting the core incentive from reacting to information toward discovering it early. While traditional prediction markets primarily reward those who act on late-stage or insider information, Conviction Markets introduce time-weighted rewards that favor participants who commit capital under uncertainty and hold through it. This redistributes informational advantage away from late entrants and toward early believers, aligning incentives with genuine truth discovery rather than capital size or timing arbitrage. As a result, markets become proactive engines of insight instead of reactive reflections of already-known information.
## Links
- Website: https://convictionlabs.org/
- Twitter: https://x.com/Conviction_Labs
## Raw Data
- Launch address: `6e3Xz2CUmXabyhMEQ3QpJUgPKP65HVzXP8X5qtb5a2YZ`
- Token: 6nC (6nC)
- Token mint: `6nCLbJHJJ4TV3YHrhfw2UAnZHN8Qh56nT5Non63Xmeta`
- Version: v0.7

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@ -7,7 +7,7 @@ date: 2026-03-00
domain: ai-alignment domain: ai-alignment
secondary_domains: [] secondary_domains: []
format: paper format: paper
status: enrichment status: processed
priority: high priority: high
tags: [coordination-gap, institutional-readiness, frontier-AI-safety, precommitment, incident-response, coordination-failure, nuclear-analogies, pandemic-preparedness, B2-confirms] tags: [coordination-gap, institutional-readiness, frontier-AI-safety, precommitment, incident-response, coordination-failure, nuclear-analogies, pandemic-preparedness, B2-confirms]
processed_by: theseus processed_by: theseus

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@ -7,7 +7,7 @@ date: 2025-04-21
domain: ai-alignment domain: ai-alignment
secondary_domains: [] secondary_domains: []
format: paper format: paper
status: unprocessed status: processed
priority: high priority: high
tags: [self-replication, autonomous-replication, capability-evaluation, AISI, RepliBench, loss-of-control, EU-AI-Act, benchmark] tags: [self-replication, autonomous-replication, capability-evaluation, AISI, RepliBench, loss-of-control, EU-AI-Act, benchmark]
--- ---

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@ -0,0 +1,34 @@
---
type: source
source_type: telegram
title: "Telegram: @m3taversal — weird-saying-how-much-meta-theia-research-has-thi"
author: "@m3taversal"
url: ""
date: 2026-03-23
domain: internet-finance
format: conversation
status: processed
priority: high
intake_tier: directed
rationale: "weird saying how much META Theia Research has. This tweet would be a lot better if you just left it at worth checking what Theia research has said. But you should also be able to run this X query"
proposed_by: "@m3taversal"
tags: [telegram, ownership-community]
---
## Conversation
**@m3taversal:**
weird saying how much META Theia Research has. This tweet would be a lot better if you just left it at worth checking what Theia research has said. But you should also be able to run this X query
**Rio (response):**
Fair point. Listing the exact holdings is unnecessary when the proposal itself is public and anyone can check. The interesting part is Theia's thesis and why they keep accumulating, not the specific token count.
And yeah, an X search for what Theia has said about META and internet finance is straightforward. I can pull that up.
RESEARCH: Theia Research META internet finance Felipe Montealegre
## Agent Notes
**Why archived:** Tagged exchange in ownership community.
**Rationale from contributor:** weird saying how much META Theia Research has. This tweet would be a lot better if you just left it at worth checking what Theia research has said. But you should also be able to run this X query
**Intake tier:** directed — fast-tracked, contributor provided reasoning
**Triage:** Conversation may contain [CLAIM], [ENTITY], or [EVIDENCE] for extraction.

View file

@ -0,0 +1,16 @@
---
type: source
source_type: x-research
title: "X research: Theia Research META"
date: 2026-03-23
domain: internet-finance
status: processed
proposed_by: "@m3taversal"
contribution_type: research-direction
---
@MetaDAOProject: 🚨 New Proposal 🚨
Theia Research has proposed a $630,000 OTC deal to acquire 700 $META tokens from MetaDAO.
Read the full proposal and trade it below ⏬ https://t.co/jal0TiqaUQ

View file

@ -7,7 +7,7 @@ date: 2026-01-01
domain: health domain: health
secondary_domains: [ai-alignment] secondary_domains: [ai-alignment]
format: regulatory document format: regulatory document
status: null-result status: processed
priority: high priority: high
tags: [eu-ai-act, regulatory, clinical-ai-safety, high-risk-ai, healthcare-compliance, transparency, human-oversight, belief-3, belief-5] tags: [eu-ai-act, regulatory, clinical-ai-safety, high-risk-ai, healthcare-compliance, transparency, human-oversight, belief-3, belief-5]
processed_by: vida processed_by: vida

View file

@ -7,7 +7,7 @@ date: 2025-08-26
domain: health domain: health
secondary_domains: [ai-alignment] secondary_domains: [ai-alignment]
format: research paper format: research paper
status: unprocessed status: processed
priority: high priority: high
tags: [automation-bias, clinical-ai-safety, physician-rct, llm-diagnostic, centaur-model, ai-literacy, chatgpt, randomized-trial] tags: [automation-bias, clinical-ai-safety, physician-rct, llm-diagnostic, centaur-model, ai-literacy, chatgpt, randomized-trial]
--- ---

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@ -0,0 +1,38 @@
---
type: source
source_type: telegram
title: "Telegram: @m3taversal — futairdbot-research-the-upcoming-p2p-fundraise-la"
author: "@m3taversal"
url: ""
date: 2026-03-23
domain: internet-finance
format: conversation
status: processed
priority: high
intake_tier: directed
rationale: "research the upcoming P2p fundraise launch. Who are their investors? what major investors have come out and said they were publicly going to support the ICO?"
proposed_by: "@m3taversal"
tags: [telegram, ownership-community]
---
## Conversation
**@m3taversal:**
@FutAIrdBot research the upcoming P2p fundraise launch. Who are their investors? what major investors have come out and said they were publicly going to support the ICO?
**Rio (response):**
P2P.me is planning a MetaDAO permissioned launch but I don't have confirmed details on specific investors who've publicly committed to backing the ICO.
What I do know: P2P.me is a non-custodial USDC-to-fiat ramp on Base, mostly India and Brazil, around 23k users, peaked at ~$3.95M monthly volume. Revenue roughly $500K annualized but gross profit is thin at ~$82K after costs, and they burn $175K/month with a 25-person team. So the unit economics are tight going into this raise.
On the investor question specifically, I don't have a list of who's publicly said they're backing it. That's the kind of thing that tends to surface on X in the days leading up to a MetaDAO launch. Worth checking if Theia Research (Felipe Montealegre) has signaled anything since they're the most active institutional player in the MetaDAO ecosystem with 1,070+ META tokens. But I can't confirm they've committed to P2P.me specifically.
If anyone has seen public commitments from specific funds or angels, tag me and I'll update what I know.
RESEARCH: P2P.me MetaDAO ICO investors backing launch
## Agent Notes
**Why archived:** Tagged exchange in ownership community.
**Rationale from contributor:** research the upcoming P2p fundraise launch. Who are their investors? what major investors have come out and said they were publicly going to support the ICO?
**Intake tier:** directed — fast-tracked, contributor provided reasoning
**Triage:** Conversation may contain [CLAIM], [ENTITY], or [EVIDENCE] for extraction.

View file

@ -0,0 +1,47 @@
---
type: source
source_type: x-research
title: "X research: P2P.me ICO"
date: 2026-03-23
domain: internet-finance
status: unprocessed
proposed_by: "@m3taversal"
contribution_type: research-direction
---
@ZoNaveen: $P2P ICO on MetaDAO opens March 26-30-2026. @P2Pdotme https://t.co/08W5J2WT21 delivers the first truly decentralized, non-custodial fiat-to-USDC infrastructure for global markets. Instant local-curren
@P2Pdotme: Why ICO instead of raising more VC ?
Read this 👌
@MetaDAOProject: Gmeta ☀️
Its officially @P2Pdotme ICO week! Here are the essential links to get yourself up to speed:
P2P site: https://t.co/VweVqBNnZn
ICO details: https://t.co/fzsJiN27jq
Onchain metrics: https:/
@p2pmebrasil: ICO da @p2pdotfound acontece essa semana!
Sem airdrop, sem promessas, sem referral.
Todas as informações no link abaixo 👇
@0xmohitxyz: Most ICOs claim to be “fair”.
But in reality: whales dominate, pricing is messy, and early users dont really get rewarded.
So what does a better model actually look like?
Lets understand how P2P Pr
@p2pmeargentina: No olviden linkear su wallet de Solana para el ICO
@p2pmeargentina: ¿Cómo funciona la allocation para los usuarios?
Todos entran con la misma valuación.
Solo si la ronda se sobredemanda, los que tienen XP mantienen más de su allocation según su tier:
Tier 3: 1.5x
Ti
@cabraldascripto: Diante de tantos projetos "gigantes" sendo lançados com nome, mas pouquíssima utilidade real, e que fazem zero diferença na vida das pessoas, finalmente temos a oportunidade de ser um pedaço da revolu
@ZoNaveen: Sale details :
- ICO date : March 26 - 30 th
- Capped raise with discretionary cap set by @P2Pdotme , refunds for overalloction, and no buy wallet .
- minimum raise : $ 6,000,000
- Toal supply: 25
@0x0ragnar: https://t.co/RdnIKgFcfB, merkeziyetsiz bir platform olarak kullanıcıların veri paylaşımını kolaylaştırıyor. Önümüzdeki token satışı, projenin büyümesi için önemli bir fırsat sunuyor. Detaylar için: ht

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@ -0,0 +1,56 @@
---
type: source
source_type: x-research
title: "X research: P2P.me launch"
date: 2026-03-23
domain: internet-finance
status: unprocessed
proposed_by: "@m3taversal"
contribution_type: research-direction
---
@P2Pdotme: Money alone cant build an Organisation.
Building an Organisation without money is a slog.
This @MetaDAOProject launch is not just about money - its about laying the foundation to build a decentral
@PriyanshuPriyaj: Something About This P2P .me Token Launch Doesnt Sit Right 🚩
The app works without a token.
> Volume exists.
> Backed by big VCs.
> Users already trading.
So why launch a token now?
Because sudde
@The_Roshanx: 𝗠𝗮𝘅 𝗲𝘅𝘁𝗿𝗮𝗰𝘁𝗶𝗼𝗻 𝗮𝗿𝗰 𝗹𝗮𝗺𝗼 🤣🤣
https://t.co/fec8tqW6tq about to launch their ICO.
Seriously a p2p platform lunching it's token 🤡
Why a p2p platform need a governance token bc.
Trust me This is just
@ratann007: 🧩 P2P Is Building in Layers And March Is Key.
Most projects launch tokens first.
P2P built infrastructure first.
Now TGE is approaching in March. 👇
https://t.co/a0c7VuAhx4
@P2Pdotme: @ADDER89 @sagaranand1212 @p2pdotfound https://t.co/xmf0CjcqXv comes with an inbuilt bridge to Solana and other chains
We are also
Building so launch natively on Solana soon 🫡
@cipherwebthree: ADA TOKEN DENGAN NARASI PRIVACY MAU TGE!!
Dari kemarin gua udah suka sharing kan soal https://t.co/9fHaIgkiO2 , nah mereka sebentar lagi mau TGE dan launch token mereka yaitu $P2P.
Seperti yang kal
@the_abhishek98: MetaDAO is the launch platform (ICO infrastructure), while https://t.co/h84a5JpZcI is the project raising funds on MetaDAO.
XP holders will receive priority allocation. Allocations are distributed p
@P2Pdotme: @moid__khan No - 100% unlock at launch.
@cryptofundix: @the_abhishek98 @P2Pdotme @MetaDAOProject https://t.co/9YNl8X6Mrks ICO launch on MetaDAO sounds like a step toward better fiat-crypto swaps with privacy.
@bpaynews: JUST IN: MetaDAO to launch on https://t.co/UmJYUVmHTF with a minimum fundraising target of $6 million on March 26. Could signal growing DeFi project activity amid on-chain liquidity ramps. $METADAO (t

View file

@ -0,0 +1,36 @@
{
"rejected_claims": [
{
"filename": "nasa-anchor-customer-requirement-softening-reveals-commercial-station-capability-gap.md",
"issues": [
"missing_attribution_extractor"
]
},
{
"filename": "government-anchor-demand-freeze-creates-simultaneous-viability-risk-across-commercial-leo-programs.md",
"issues": [
"missing_attribution_extractor"
]
}
],
"validation_stats": {
"total": 2,
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"fixed": 6,
"rejected": 2,
"fixes_applied": [
"nasa-anchor-customer-requirement-softening-reveals-commercial-station-capability-gap.md:set_created:2026-03-23",
"nasa-anchor-customer-requirement-softening-reveals-commercial-station-capability-gap.md:stripped_wiki_link:commercial space stations are the next infrastructure bet as",
"nasa-anchor-customer-requirement-softening-reveals-commercial-station-capability-gap.md:stripped_wiki_link:governments are transitioning from space system builders to ",
"government-anchor-demand-freeze-creates-simultaneous-viability-risk-across-commercial-leo-programs.md:set_created:2026-03-23",
"government-anchor-demand-freeze-creates-simultaneous-viability-risk-across-commercial-leo-programs.md:stripped_wiki_link:commercial space stations are the next infrastructure bet as",
"government-anchor-demand-freeze-creates-simultaneous-viability-risk-across-commercial-leo-programs.md:stripped_wiki_link:governments are transitioning from space system builders to "
],
"rejections": [
"nasa-anchor-customer-requirement-softening-reveals-commercial-station-capability-gap.md:missing_attribution_extractor",
"government-anchor-demand-freeze-creates-simultaneous-viability-risk-across-commercial-leo-programs.md:missing_attribution_extractor"
]
},
"model": "anthropic/claude-sonnet-4.5",
"date": "2026-03-23"
}

View file

@ -0,0 +1,34 @@
{
"rejected_claims": [
{
"filename": "frontier-ai-models-demonstrate-component-capabilities-for-autonomous-replication-with-claude-37-achieving-50-percent-success-on-hardest-self-replication-tasks.md",
"issues": [
"missing_attribution_extractor"
]
},
{
"filename": "self-replication-capability-evaluations-exist-as-research-tools-but-remain-absent-from-compliance-frameworks-creating-a-gap-between-measured-risk-and-regulatory-enforcement.md",
"issues": [
"missing_attribution_extractor"
]
}
],
"validation_stats": {
"total": 2,
"kept": 0,
"fixed": 4,
"rejected": 2,
"fixes_applied": [
"frontier-ai-models-demonstrate-component-capabilities-for-autonomous-replication-with-claude-37-achieving-50-percent-success-on-hardest-self-replication-tasks.md:set_created:2026-03-23",
"frontier-ai-models-demonstrate-component-capabilities-for-autonomous-replication-with-claude-37-achieving-50-percent-success-on-hardest-self-replication-tasks.md:stripped_wiki_link:three conditions gate AI takeover risk autonomy robotics and",
"frontier-ai-models-demonstrate-component-capabilities-for-autonomous-replication-with-claude-37-achieving-50-percent-success-on-hardest-self-replication-tasks.md:stripped_wiki_link:scalable oversight degrades rapidly as capability gaps grow",
"self-replication-capability-evaluations-exist-as-research-tools-but-remain-absent-from-compliance-frameworks-creating-a-gap-between-measured-risk-and-regulatory-enforcement.md:set_created:2026-03-23"
],
"rejections": [
"frontier-ai-models-demonstrate-component-capabilities-for-autonomous-replication-with-claude-37-achieving-50-percent-success-on-hardest-self-replication-tasks.md:missing_attribution_extractor",
"self-replication-capability-evaluations-exist-as-research-tools-but-remain-absent-from-compliance-frameworks-creating-a-gap-between-measured-risk-and-regulatory-enforcement.md:missing_attribution_extractor"
]
},
"model": "anthropic/claude-sonnet-4.5",
"date": "2026-03-23"
}

View file

@ -0,0 +1,26 @@
{
"rejected_claims": [
{
"filename": "ai-literacy-training-insufficient-to-prevent-automation-bias-in-clinical-llm-settings.md",
"issues": [
"missing_attribution_extractor"
]
}
],
"validation_stats": {
"total": 1,
"kept": 0,
"fixed": 3,
"rejected": 1,
"fixes_applied": [
"ai-literacy-training-insufficient-to-prevent-automation-bias-in-clinical-llm-settings.md:set_created:2026-03-23",
"ai-literacy-training-insufficient-to-prevent-automation-bias-in-clinical-llm-settings.md:stripped_wiki_link:human-in-the-loop clinical AI degrades to worse-than-AI-alon",
"ai-literacy-training-insufficient-to-prevent-automation-bias-in-clinical-llm-settings.md:stripped_wiki_link:medical LLM benchmark performance does not translate to clin"
],
"rejections": [
"ai-literacy-training-insufficient-to-prevent-automation-bias-in-clinical-llm-settings.md:missing_attribution_extractor"
]
},
"model": "anthropic/claude-sonnet-4.5",
"date": "2026-03-23"
}

View file

@ -7,9 +7,13 @@ date: 2026-01-28
domain: space-development domain: space-development
secondary_domains: [] secondary_domains: []
format: thread format: thread
status: unprocessed status: enrichment
priority: high priority: high
tags: [NASA-CLD, Phase-2, commercial-station, governance, SAA, space-act-agreement, anchor-customer] tags: [NASA-CLD, Phase-2, commercial-station, governance, SAA, space-act-agreement, anchor-customer]
processed_by: astra
processed_date: 2026-03-23
enrichments_applied: ["commercial space stations are the next infrastructure bet as ISS retirement creates a void that 4 companies are racing to fill by 2030.md", "governments are transitioning from space system builders to space service buyers which structurally advantages nimble commercial providers.md"]
extraction_model: "anthropic/claude-sonnet-4.5"
--- ---
## Content ## Content
@ -60,3 +64,14 @@ Phil McAlister (NASA commercial space division director): "I do not feel like th
PRIMARY CONNECTION: space-governance-must-be-designed-before-settlements-exist (governance freeze creating industry constraint) PRIMARY CONNECTION: space-governance-must-be-designed-before-settlements-exist (governance freeze creating industry constraint)
WHY ARCHIVED: Central governance event — the freeze is the strongest evidence this session for government anchor demand as the primary demand formation mechanism for commercial LEO WHY ARCHIVED: Central governance event — the freeze is the strongest evidence this session for government anchor demand as the primary demand formation mechanism for commercial LEO
EXTRACTION HINT: The "permanently crewed → crew-tended" requirement downgrade is especially interesting: extract as a claim about NASA adjusting demand to market capability rather than market meeting NASA demand EXTRACTION HINT: The "permanently crewed → crew-tended" requirement downgrade is especially interesting: extract as a claim about NASA adjusting demand to market capability rather than market meeting NASA demand
## Key Facts
- NASA Phase 2 CLD program frozen January 28, 2026
- Phase 2 planned funding: $1-1.5 billion across FY2026-2031
- Minimum 2 awards planned for Phase 2
- Requirement changed from 'permanently crewed' to 'crew-tended' on July 31, 2025
- Original proposal deadline: December 1, 2025
- Original award target: April 2026
- Phase 1 funding: Axiom ~$80M, Blue Origin $172M, Voyager $217.5M
- Phil McAlister: 'I do not feel like this is a safety risk at all. It is a schedule risk.'

View file

@ -0,0 +1,56 @@
---
type: source
source_type: telegram
title: "Telegram: @m3taversal — futairdbot-what-are-people-saying-about-the-p2p"
author: "@m3taversal"
url: ""
date: 2026-03-23
domain: internet-finance
format: conversation
status: enrichment
priority: high
intake_tier: directed
rationale: "what are people saying about the
P2P.me launch?"
proposed_by: "@m3taversal"
tags: [telegram, ownership-community]
processed_by: rio
processed_date: 2026-03-23
enrichments_applied: ["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", "metadao-ico-platform-demonstrates-15x-oversubscription-validating-futarchy-governed-capital-formation.md", "ownership coins primary value proposition is investor protection not governance quality because anti-rug enforcement through market-governed liquidation creates credible exit guarantees that no amount of decision optimization can match.md"]
extraction_model: "anthropic/claude-sonnet-4.5"
---
## Conversation
**@m3taversal:**
@FutAIrdBot what are people saying about the
P2P.me launch?
**Rio (response):**
Mixed bag. The skeptics are loud on this one. Main pushback is "why does a working P2P fiat ramp need a token?" which is a fair question for any product that already has users and volume without one.
The bull case from the P2P.me team is that this isn't just a fundraise, it's about building an organization around the protocol. They're framing the MetaDAO ICO as community ownership infrastructure, not just capital.
What I actually think: P2P.me is one of the more interesting MetaDAO launches because it has real usage (23k+ users, peaked around $4M monthly volume, mostly India and Brazil). The problem is the unit economics are tight. Around $500K annualized revenue but only ~$82K gross profit after costs, and they're burning $175K/month. So the token launch is partly a runway play dressed up as decentralization.
The VC backing also cuts both ways. Gives credibility but feeds the "max extraction" narrative you're seeing on X.
Worth watching how the committed vs raised numbers shake out. MetaDAO launches tend to get big commitment numbers that compress hard on pro-rata allocation.
## Agent Notes
**Why archived:** Tagged exchange in ownership community.
**Rationale from contributor:** what are people saying about the
P2P.me launch?
**Intake tier:** directed — fast-tracked, contributor provided reasoning
**Triage:** Conversation may contain [CLAIM], [ENTITY], or [EVIDENCE] for extraction.
## Key Facts
- P2P.me has 23,000+ users as of March 2026
- P2P.me peaked at approximately $4M monthly transaction volume
- P2P.me generates approximately $500K annualized revenue
- P2P.me has approximately $82K gross profit after costs
- P2P.me burns $175K per month
- P2P.me primarily serves India and Brazil markets
- P2P.me is VC-backed
- P2P.me launched token through MetaDAO platform in March 2026

View file

@ -0,0 +1,42 @@
---
type: source
source_type: telegram
title: "Telegram: @m3taversal — i-saw-a-few-posts-from-vcs-saying-they-would-be-in"
author: "@m3taversal"
url: ""
date: 2026-03-23
domain: internet-finance
format: conversation
status: null-result
priority: high
intake_tier: directed
rationale: "I saw a few posts from VCs saying they would be investing in the ICO. Some from existing P2P.me investors. Can you find these tweets?"
proposed_by: "@m3taversal"
tags: [telegram, ownership-community]
processed_by: rio
processed_date: 2026-03-23
extraction_model: "anthropic/claude-sonnet-4.5"
extraction_notes: "LLM returned 0 claims, 0 rejected by validator"
---
## Conversation
**@m3taversal:**
I saw a few posts from VCs saying they would be investing in the ICO. Some from existing P2P.me investors. Can you find these tweets?
**Rio (response):**
I don't have specific tweets from VCs announcing they'd participate in the P2P.me ICO. Let me see what turns up.
RESEARCH: P2P.me ICO VC investor backing MetaDAO
## Agent Notes
**Why archived:** Tagged exchange in ownership community.
**Rationale from contributor:** I saw a few posts from VCs saying they would be investing in the ICO. Some from existing P2P.me investors. Can you find these tweets?
**Intake tier:** directed — fast-tracked, contributor provided reasoning
**Triage:** Conversation may contain [CLAIM], [ENTITY], or [EVIDENCE] for extraction.
## Key Facts
- User @m3taversal observed VCs posting about investing in P2P.me ICO on social media
- Some VCs posting about P2P.me ICO were existing P2P.me investors
- Rio agent was unable to locate specific tweets from VCs about P2P.me ICO participation