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teleo-codex/entities/internet-finance/metadao-otc-trade-theia-2.md
Teleo Agents 15e84c6d4a rio: extract from 2025-01-27-futardio-proposal-engage-in-500000-otc-trade-with-theia-2.md 
- Source: inbox/archive/2025-01-27-futardio-proposal-engage-in-500000-otc-trade-with-theia-2.md
- Domain: internet-finance
- Extracted by: headless extraction cron (worker 5)

Pentagon-Agent: Rio <HEADLESS>
2026-03-12 15:12:30 +00:00

2.3 KiB
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type entity_type name domain status parent_entity platform proposer proposal_url proposal_date resolution_date category summary tracked_by created
entity decision_market MetaDAO: Engage in $500,000 OTC Trade with Theia? [2] internet-finance passed metadao futardio proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2 https://www.futard.io/proposal/3tApJXw2REQAZZyehiaAnQSdauVNviNbXsuS4inn8PAe 2025-01-27 2025-01-30 fundraise Theia Research acquires 370.370 META tokens for $500,000 USDC at 14% premium to spot price with 12-month linear vesting rio 2026-03-11

MetaDAO: Engage in $500,000 OTC Trade with Theia? [2]

Summary

Theia Research proposed to acquire 370.370 META tokens from the MetaDAO Treasury for $500,000 USDC ($1,350 per token), representing a 14% premium to spot price at proposal time. The tokens vest linearly over 12 months via Streamflow. Theia committed to active governance participation, research publication, roadshow support, and policy assistance as strategic value-add beyond capital.

Market Data

  • Outcome: Passed
  • Proposer: proPaC9tVZEsmgDtNhx15e7nSpoojtPD3H9h4GqSqB2
  • Proposal Created: 2025-01-27
  • Resolution: 2025-01-30
  • Deal Terms: 370.370 META at $1,350/token = $500,000 USDC
  • Premium: 14% above spot price
  • Vesting: 12-month linear via Streamflow

Significance

This is MetaDAO's second attempt at an OTC deal with Theia (first proposal failed). The 14% premium demonstrates investor willingness to pay above-market for strategic positioning in futarchy infrastructure. Theia's commitment to active governance participation and research publication represents a shift from passive treasury sale to strategic partnership model. The proposal explicitly frames the $500K as enabling runway extension, market experimentation capital, and growth spending (additional senior engineer, liquidity seeding, business development).

Theia's value proposition centers on active futarchy market participation, research distribution to liquid funds, and policy navigation support. The proposal includes testimonials from Kamino and Metaplex founders as social proof of Theia's portfolio company value-add.

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