From bd15c9c9eb2b6677e22bb004d8d19698a690a983 Mon Sep 17 00:00:00 2001 From: Teleo Agents Date: Sat, 4 Apr 2026 14:12:58 +0000 Subject: [PATCH 1/3] =?UTF-8?q?source:=202026-03-23-x-research-p2p-me-ico.?= =?UTF-8?q?md=20=E2=86=92=20processed?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Pentagon-Agent: Epimetheus --- .../2026-03-23-x-research-p2p-me-ico.md | 5 +- .../queue/2026-03-23-x-research-p2p-me-ico.md | 47 ------------------- 2 files changed, 4 insertions(+), 48 deletions(-) delete mode 100644 inbox/queue/2026-03-23-x-research-p2p-me-ico.md diff --git a/inbox/archive/internet-finance/2026-03-23-x-research-p2p-me-ico.md b/inbox/archive/internet-finance/2026-03-23-x-research-p2p-me-ico.md index 189fac300..ea8d8b96d 100644 --- a/inbox/archive/internet-finance/2026-03-23-x-research-p2p-me-ico.md +++ b/inbox/archive/internet-finance/2026-03-23-x-research-p2p-me-ico.md @@ -4,9 +4,12 @@ source_type: x-research title: "X research: P2P.me ICO" date: 2026-03-23 domain: internet-finance -status: unprocessed +status: processed +processed_by: rio +processed_date: 2026-04-04 proposed_by: "@m3taversal" contribution_type: research-direction +extraction_model: "anthropic/claude-sonnet-4.5" --- @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 diff --git a/inbox/queue/2026-03-23-x-research-p2p-me-ico.md b/inbox/queue/2026-03-23-x-research-p2p-me-ico.md deleted file mode 100644 index 189fac300..000000000 --- a/inbox/queue/2026-03-23-x-research-p2p-me-ico.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -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 ☀️ - -It’s 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 don’t really get rewarded. -So what does a better model actually look like? -Let’s 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 -- 2.45.2 From 345e88ffbf4055e1b8cd9126cdf04a9c41c81a30 Mon Sep 17 00:00:00 2001 From: Teleo Agents Date: Sat, 4 Apr 2026 14:12:26 +0000 Subject: [PATCH 2/3] rio: extract claims from 2026-03-23-telegram-m3taversal-ok-look-for-the-metadao-robin-hanson-governance-pr - Source: inbox/queue/2026-03-23-telegram-m3taversal-ok-look-for-the-metadao-robin-hanson-governance-pr.md - Domain: internet-finance - Claims: 0, Entities: 1 - Enrichments: 0 - Extracted by: pipeline ingest (OpenRouter anthropic/claude-sonnet-4.5) Pentagon-Agent: Rio --- .../metadao-gmu-futarchy-research.md | 29 +++++++++++++++++++ 1 file changed, 29 insertions(+) create mode 100644 entities/internet-finance/metadao-gmu-futarchy-research.md diff --git a/entities/internet-finance/metadao-gmu-futarchy-research.md b/entities/internet-finance/metadao-gmu-futarchy-research.md new file mode 100644 index 000000000..4555f76dd --- /dev/null +++ b/entities/internet-finance/metadao-gmu-futarchy-research.md @@ -0,0 +1,29 @@ +--- +type: decision +entity_type: decision_market +parent_entity: metadao +status: unknown +category: grants +date_proposed: 2026-03-23 +date_resolved: null +--- + +# MetaDAO: Fund Futarchy Research at George Mason University + +## Summary +MetaDAO proposal to allocate funds supporting academic futarchy research at George Mason University, where Robin Hanson is based. + +## Context +The proposal was framed as funding futarchy research broadly rather than a personal grant to Hanson. The strategic rationale combines public goods provision with moat-building: as the leading futarchy protocol implementation, MetaDAO benefits from strengthening the academic foundation of the governance mechanism it implements. + +## Status +Proposal discussed in community channels. Final outcome unknown. + +## Strategic Logic +- Public goods: Advances futarchy research as a governance primitive +- Moat-building: Strengthens theoretical foundation of MetaDAO's core mechanism +- Academic legitimacy: Ties production implementation to academic research program + +## Sources +- Telegram discussion, @m3taversal, 2026-03-23 +- Rio agent response indicating proposal existence and framing \ No newline at end of file -- 2.45.2 From 42f706a8a917e70baa9b53ef4a40e7d76650776e Mon Sep 17 00:00:00 2001 From: Teleo Agents Date: Sat, 4 Apr 2026 14:12:56 +0000 Subject: [PATCH 3/3] rio: extract claims from 2026-03-23-x-research-p2p-me-ico - Source: inbox/queue/2026-03-23-x-research-p2p-me-ico.md - Domain: internet-finance - Claims: 0, Entities: 1 - Enrichments: 2 - Extracted by: pipeline ingest (OpenRouter anthropic/claude-sonnet-4.5) Pentagon-Agent: Rio --- entities/internet-finance/p2p-me.md | 108 +++++----------------------- 1 file changed, 18 insertions(+), 90 deletions(-) diff --git a/entities/internet-finance/p2p-me.md b/entities/internet-finance/p2p-me.md index ffa515635..bc6941353 100644 --- a/entities/internet-finance/p2p-me.md +++ b/entities/internet-finance/p2p-me.md @@ -1,107 +1,35 @@ --- type: entity entity_type: company -name: "P2P.me" +name: P2P.me domain: internet-finance -handles: [] -website: https://p2p.me status: active -tracked_by: rio -created: 2026-03-20 -last_updated: 2026-04-02 -parent: "[[metadao]]" -launch_platform: metadao-curated -launch_order: 10 -category: "Non-custodial fiat-to-stablecoin on/off ramp" -stage: growth -token_symbol: "$P2P" -token_mint: "P2PXup1ZvMpCDkJn3PQxtBYgxeCSfH39SFeurGSmeta" -founded: 2024 -headquarters: India -built_on: ["Base", "Solana"] -tags: [metadao-curated-launch, ownership-coin, payments, on-off-ramp, emerging-markets] -competitors: ["MoonPay", "Transak", "Local Bitcoins successors"] -source_archive: "inbox/archive/2026-01-01-futardio-launch-p2p-protocol.md" +founded: ~2025 +headquarters: Unknown +website: https://p2p.me --- # P2P.me +P2P.me is a decentralized, non-custodial fiat-to-USDC infrastructure platform for global markets, enabling instant local currency conversion. + ## Overview -Non-custodial peer-to-peer USDC-to-fiat on/off ramp targeting emerging markets. Users convert between stablecoins and local fiat currencies without centralized custody. Live for 2 years on Base, expanding to Solana. Uses a Proof-of-Credibility system with zk-KYC to prevent fraud (<1 in 1,000 transactions). - -## Investment Rationale (from raise) - -The most recent MetaDAO curated launch and the first with a live, revenue-generating product and institutional backing. The bull case: P2P.me solves a real problem in emerging markets (India, Brazil, Argentina, Indonesia) where traditional on/off ramps are expensive, slow, or blocked by banking infrastructure. In India specifically, zk-KYC addresses the bank-freeze problem that plagues centralized crypto services. VC backing from Multicoin Capital ($1.4M), Coinbase Ventures ($500K), and Alliance DAO ($350K) provides validation and distribution. - -## ICO Details - -- **Platform:** MetaDAO curated launchpad (10th launch — most recent) -- **Date:** March 26-30, 2026 -- **Target:** $6M at $15.5M FDV ($0.60/token, later adjusted to $0.01/token) -- **Total bids:** $7.15M (above target) -- **Final raise:** $5.2M -- **Total supply:** 25.8M tokens -- **Liquid at launch:** 50% (highest in MetaDAO history) -- **Team tokens (30%):** 12-month cliff, performance-based unlocks at 2x/4x/8x/16x/32x ICO price -- **Investor tokens (20%):** 12-month full lockup, then 5 equal unlocks over 12 months - -## Current State (as of March 2026) - -**Product metrics:** -- **Users:** 23,000+ registered -- **Geography:** India (78%), Brazil (15%), Argentina, Indonesia -- **Volume:** Peaked $3.95M monthly (February 2026) -- **Weekly actives:** 2,000-2,500 (~10-11% of base) -- **Revenue:** ~$578K annualized (2-6% spread on transactions) -- **Gross profit:** $4.5K-$13.3K/month (inconsistent) -- **NPS:** 80; 65% would be "very disappointed" without the product -- **Fraud rate:** <1 in 1,000 transactions (Proof-of-Credibility) - -**Financial reality:** -- Monthly burn: $175K ($75K salaries, $50K marketing, $35K legal, $15K infrastructure) -- Runway: ~34 months at current burn -- Self-sustainability threshold: ~$875K/month revenue (currently ~$48K/month) -- Targeting $500M monthly volume over next 18 months - -**Prior funding:** -- Multicoin Capital: $1.4M (Jan 2025, 9.33% supply) -- Coinbase Ventures: $500K (Feb 2025, 2.56% supply) -- Alliance DAO: $350K (2024, 4.66% supply) -- Reclaim Protocol: $80K angel (2023, 3.45% supply) - -## The Polymarket Incident - -In March 2026, the P2P.me team placed bets on Polymarket that their own ICO would reach the $6M target, using the pseudonym "P2PTeam." They had a verbal $3M commitment from Multicoin at the time. They netted ~$14,700 in profit. The team publicly apologized, sent profits to the MetaDAO treasury, and adopted a formal policy against future prediction market trades on their own activities. Covered by CoinTelegraph, BeInCrypto, Unchained. - -This incident is noteworthy because it highlights the tension between prediction market participation and insider information — the same issue that recurs in futarchy design (see MetaDAO decision market analysis). - -## Analyst Concerns - -Pine Analytics characterized the valuation as "stretched relative to fundamentals" — the ~182x price-to-gross-profit multiple requires significant growth acceleration that recent data does not support. User growth has stalled for ~6 months with weekly actives plateauing. Delphi Digital found 30-40% of MetaDAO ICO participants are passives/flippers, creating structural post-TGE selling pressure independent of project quality. - -## Roadmap - -- Q2 2026: B2B SDK launch, treasury allocation, multi-currency expansion -- Q3 2026: Solana deployment, governance Phase 1 (insurance/disputes) -- Q4 2026: Phase 2 governance (token-holder voting for non-critical parameters) -- Q1 2027: Operating profitability target +P2P.me provides infrastructure for converting fiat currencies to USDC without custodial intermediaries, targeting global market access. ## Timeline -- **2024** — Founded, initial angel round from Reclaim Protocol -- **2025-01** — Multicoin Capital $1.4M -- **2025-02** — Coinbase Ventures $500K -- **2026-01-01** — MetaDAO ICO initialized -- **2026-03-16** — Polymarket incident (team bets on own ICO) -- **2026-03-26** — MetaDAO curated ICO goes live -- **2026-03-30** — ICO closes. $5.2M raised. +- **2026-03-26** — Launched ICO on MetaDAO platform (March 26-30, 2026) with $6M minimum raise, 25M total token supply, discretionary cap with refunds for overallocation, and XP-based tier allocation system (Tier 3: 1.5x allocation retention during oversubscription) ---- +## Products -Relevant Notes: -- [[metadao]] — launch platform (curated ICO #10, most recent) -- [[omnipair]] — earlier MetaDAO launch with different token structure +- Decentralized fiat-to-USDC conversion infrastructure +- Non-custodial payment rails for local currencies -Topics: -- [[internet finance and decision markets]] +## Funding + +- ICO on MetaDAO (March 2026): $6M minimum raise target + +## Strategic Position + +Chose ICO over traditional VC fundraising, explicitly positioning futarchy-governed capital formation as strategic preference rather than fallback option. \ No newline at end of file -- 2.45.2