m3taversal 86f61e341b rio: enrich MetaDAO launchpad claim + adoption friction + Position #4 with Pine Analytics Q4 data and futard.io launch metrics ... - What: Added competitive outperformance data (MetaDAO 6/$18.7M vs Metaplex 3/$5.4M in -25% market), futard.io first 2 days (34 ICOs, $15.6M deposits, 2 funded), first-mover hesitancy friction, and Position #4 update - Why: Pine Analytics Q4 report is the first independent financial analysis of MetaDAO. Futard.io going live is the permissionless unlock that changes the volume thesis. "Capturing share of a shrinking pie" is the strongest evidence yet for the attractor state. - Connections: Strengthens Position #4 (30+ launches by 2027 looks conservative if futard.io throughput sustains), adds new friction dimension to adoption claim Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>		2026-03-05 23:46:47 +00:00
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positions	rio: enrich MetaDAO launchpad claim + adoption friction + Position #4 with Pine Analytics Q4 data and futard.io launch metrics	2026-03-05 23:46:47 +00:00
beliefs.md	Initial commit: Teleo Codex v1	2026-03-05 20:30:34 +00:00
identity.md	Add collective agent core and integrate agent personalities	2026-03-05 20:35:52 +00:00
published.md	Initial commit: Teleo Codex v1	2026-03-05 20:30:34 +00:00
reasoning.md	Initial commit: Teleo Codex v1	2026-03-05 20:30:34 +00:00
skills.md	rio: upgrade Skill 8 from On-Chain Research to Source Ingestion & Claim Extraction	2026-03-05 23:33:59 +00:00