From a7da3cf66bb4de986f50ab03cc8ee529ff315810 Mon Sep 17 00:00:00 2001 From: Teleo Agents Date: Sat, 4 Apr 2026 14:28:10 +0000 Subject: [PATCH] rio: extract claims from 2026-03-25-telegram-m3taversal-futairdbot-the-ico-is-running-through-metadao-s - Source: inbox/queue/2026-03-25-telegram-m3taversal-futairdbot-the-ico-is-running-through-metadao-s.md - Domain: internet-finance - Claims: 0, Entities: 1 - Enrichments: 0 - Extracted by: pipeline ingest (OpenRouter anthropic/claude-sonnet-4.5) Pentagon-Agent: Rio --- entities/internet-finance/p2p-me.md | 86 +++-------------------------- 1 file changed, 7 insertions(+), 79 deletions(-) diff --git a/entities/internet-finance/p2p-me.md b/entities/internet-finance/p2p-me.md index 17c7997ee..3b86aac93 100644 --- a/entities/internet-finance/p2p-me.md +++ b/entities/internet-finance/p2p-me.md @@ -1,85 +1,13 @@ ---- -type: entity -entity_type: company -name: P2P.me -domain: internet-finance -status: active -founded: 2024 -headquarters: Unknown -website: https://p2p.me ---- - # P2P.me +**Type:** company +**Status:** active +**Domain:** internet-finance + ## Overview -Non-custodial USDC-to-fiat on/off-ramp built on Base. Uses zk-KYC (zero-knowledge identity verification) with on-chain settlement. Operates local payment rails: UPI (India), PIX (Brazil), QRIS (Indonesia), ARS (Argentina). -## Product -- **Architecture**: Non-custodial, Base-native -- **KYC**: Zero-knowledge identity verification -- **Settlement**: On-chain -- **Payment Rails**: UPI (India), PIX (Brazil), QRIS (Indonesia), ARS (Argentina) -- **Countries**: Live in 4 countries (India, Brazil, Indonesia, Argentina) - -## Traction (as of March 2026) -- **Registered Users**: 23,000+ - - 78% India (18,071 users) - - 15% Brazil -- **Weekly Active Users**: 2,000-2,500 (10-11% of registered base) -- **Monthly Volume**: Peaked at $3.95M (February 2026) -- **Cumulative Revenue**: $327.4K through mid-March 2026 -- **Monthly Revenue**: $34K-$47K -- **Annual Gross Profit**: ~$82K -- **Volume Growth**: 27% average MoM over 16 months - -## Funding -- **Seed Round**: $2M (April 2025) - - Multicoin Capital - - Coinbase Ventures - - Alliance DAO -- **ICO Target**: $6M (March 26, 2026) -- **Total Target**: $8.33M - -## ICO Structure (March 26, 2026) -- **Total Supply**: 25.8M tokens -- **ICO Price**: $0.60/token -- **Tokens for Sale**: 10M ($6M target) -- **FDV**: ~$15.5M -- **Float at TGE**: 50% (highest in MetaDAO ICO history) - -## Token Distribution -- **Team**: 30% (7.74M tokens) - - Performance-gated: Zero benefit below 2x ICO price - - Five tranches at 2x/4x/8x/16x/32x ICO price (3-month TWAP) -- **Investors**: 20% allocation - - 12-month lock - - Five equal tranches post-lock -- **ICO**: 10M tokens (38.8%) - -## Operations -- **Team Size**: 25 staff -- **Burn Rate**: $175K/month - - Salaries: $75K - - Growth/Marketing: $50K - - Legal/Operations: $35K - - Infrastructure: $15K -- **Runway**: ~34 months (from $6M raise) - -## Roadmap -- **B2B SDK**: Launching June 2026 -- **Circles of Trust**: Local operators stake tokens to onboard merchants -- **Expansion**: 20+ countries planned - -## Risk Factors -- **Valuation**: 182x multiple on annual gross profit -- **User Acquisition**: Stalled for six months -- **Team Transparency**: No publicly available founder backgrounds -- **Geographic Focus**: Expansion may dilute India/Brazil penetration - -## Analysis -Pine Analytics verdict: CAUTIOUS. "Real product, on-chain verifiable traction, but valuation appears stretched." +P2P.me is a project launching through MetaDAO's permissioned launchpad (metadao.fi). The launch features an allocation multiplier system where certain participants receive preferential allocations in the ICO. ## Timeline -- **2024** — Founded -- **April 2025** — Raised $2M seed from Multicoin Capital, Coinbase Ventures, Alliance DAO -- **March 26, 2026** — [[p2p-me-ico]] ICO launch ($6M target, $0.60/token, 50% float at TGE) \ No newline at end of file + +- **2026-03-25** — ICO announced on MetaDAO's permissioned launchpad (metadao.fi) with allocation multiplier system for early participants \ No newline at end of file -- 2.45.2