From af72f7aeecf1e2b0b36d64bca21ae16b2544f6b1 Mon Sep 17 00:00:00 2001 From: Teleo Agents Date: Mon, 16 Mar 2026 11:46:11 +0000 Subject: [PATCH 1/2] extract: 2026-01-01-futardio-launch-p2p-protocol Pentagon-Agent: Ganymede --- ...g-term-alignment-without-initial-dilution.md | 6 ++++++ .../2026-01-01-futardio-launch-p2p-protocol.md | 17 ++++++++++++++++- 2 files changed, 22 insertions(+), 1 deletion(-) diff --git a/domains/internet-finance/performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution.md b/domains/internet-finance/performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution.md index 61cc6d6b8..8b5c4d83d 100644 --- a/domains/internet-finance/performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution.md +++ b/domains/internet-finance/performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution.md @@ -41,6 +41,12 @@ 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 5-tranche performance vesting at 2x, 4x, 8x, 16x, 32x ICO price measured via 3-month TWAP, with 12-month cliff and 30% team allocation. Investor tokens have 12-month full lock followed by 5 equal 20% unlocks at months 12, 15, 18, 21, 24. 50% of supply floats at TGE (10M sale + 2.9M liquidity), creating immediate tradeable market while locking all insider tokens. + --- Relevant Notes: diff --git a/inbox/archive/2026-01-01-futardio-launch-p2p-protocol.md b/inbox/archive/2026-01-01-futardio-launch-p2p-protocol.md index 131bfabfd..64b8b4802 100644 --- a/inbox/archive/2026-01-01-futardio-launch-p2p-protocol.md +++ b/inbox/archive/2026-01-01-futardio-launch-p2p-protocol.md @@ -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"] +extraction_model: "anthropic/claude-sonnet-4.5" --- ## Launch Details @@ -152,3 +156,14 @@ 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 has been live for 2 years with $4M monthly volume as of Feb 2026 +- P2P Protocol reports $578K annual revenue run rate and 27% average MoM growth over 16 months +- P2P Protocol operates in India, Brazil, Argentina, and Indonesia +- P2P Protocol reports NPS of 80 and fraud rate of <1 in 1,000 transactions +- P2P Protocol monthly burn is $175K across 25 staff, growth, legal, and infrastructure +- P2P Protocol targets $500M monthly volume within 18 months and operating profitability by mid-2027 +- Multicoin Capital invested $1.4M at $15M FDV in January 2025 for 9.33% ownership +- Coinbase Ventures invested $500K at $19.5M FDV in February 2025 for 2.56% ownership -- 2.45.2 From 6734cc2393e048839f6ee66d928fbf0eb12533fd Mon Sep 17 00:00:00 2001 From: Teleo Agents Date: Mon, 16 Mar 2026 11:47:39 +0000 Subject: [PATCH 2/2] 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. --- ...t-create-long-term-alignment-without-initial-dilution.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/domains/internet-finance/performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution.md b/domains/internet-finance/performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution.md index 8b5c4d83d..4e3c0dadf 100644 --- a/domains/internet-finance/performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution.md +++ b/domains/internet-finance/performance-unlocked-team-tokens-with-price-multiple-triggers-and-twap-settlement-create-long-term-alignment-without-initial-dilution.md @@ -50,8 +50,8 @@ P2P Protocol implements 5-tranche performance vesting at 2x, 4x, 8x, 16x, 32x IC --- 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]] \ No newline at end of file +- internet-finance/_map \ No newline at end of file -- 2.45.2