entities/internet-finance/metadao.md

@@ -54,6 +54,7 @@ The futarchy governance protocol on Solana. Implements decision markets through
 - **2026-03** — Pine Analytics Q4 2025 quarterly report published
 
 - **2024-02-18** — [[metadao-otc-trade-pantera-capital]] failed: Pantera Capital's $50,000 OTC purchase proposal rejected by futarchy markets
+- **2026-03-00** — Competitive analysis positions MetaDAO as 'quality filter' alternative to Pump.fun in Solana launchpad ecosystem: 8 ICOs with $25.6M raised at 15x oversubscription vs Pump.fun's 11M+ tokens with <0.5% survival rate
 ## Key Decisions
 | Date | Proposal | Proposer | Category | Outcome |
 |------|----------|----------|----------|---------|

inbox/archive/2026-03-00-solana-launchpad-competitive-landscape.md

@@ -7,9 +7,14 @@ date: 2026-03-00
 domain: internet-finance
 secondary_domains: []
 format: market-analysis
-status: unprocessed
+status: enrichment
 priority: medium
 tags: [solana, launchpads, pump-fun, metadao, capital-formation, token-launches, competitive-landscape]
+processed_by: rio
+processed_date: 2026-03-11
+enrichments_applied: ["futarchy-governed permissionless launches require brand separation to manage reputational liability because failed projects on a curated platform damage the platforms credibility.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", "cryptos primary use case is capital formation not payments or store of value because permissionless token issuance solves the fundraising bottleneck that solo founders and small teams face.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"]
+extraction_model: "anthropic/claude-sonnet-4.5"
+extraction_notes: "Extracted competitive landscape claims positioning MetaDAO's futarchy model against permissionless (Pump.fun) and traditional gatekeeping (Solanium, Magic Eden) alternatives. The 9M tokens / <0.5% survival rate is the key data point validating demand for curation mechanisms. Created entities for Pump.fun, Solanium, and Bags.fm as significant competitive players. Enriched 4 existing claims with new evidence from competitive positioning data."
 ---
 
 ## Content
@@ -52,3 +57,12 @@ MetaDAO and Solanium are positioned as solutions — MetaDAO through futarchy pr
 PRIMARY CONNECTION: [[futarchy-governed permissionless launches require brand separation to manage reputational liability]]
 WHY ARCHIVED: Competitive landscape data positions MetaDAO's futarchy model against permissionless alternatives — survival rate data is the strongest argument for curation
 EXTRACTION HINT: Focus on the curation vs permissionless spectrum as a market structure claim — what does the 9M tokens / <0.5% survival rate tell us about where value accrues in capital formation?
+
+
+## Key Facts
+- Pump.fun: $700M+ revenue since January 2024, 11M+ tokens launched, 70% market share at peak
+- MetaDAO: 8 ICOs, $25.6M raised, 15x oversubscription
+- Solana 2025: 9 million tokens launched, <0.5% survived 30 days
+- Bags.fm: 1% perpetual revenue share on trading volume
+- Solanium: KYC, staking tiers, community vetting model
+- Magic Eden: NFT-focused, highly selective launchpad