m3taversal ea5a859032 rio: upgrade 7 ownership coin entity files with research + correct attribution

- What: Rewrote mtnCapital, Avici, Loyal, ZKLSOL, Paystream, Solomon, P2P.me entities
- Why: Entities had wrong parent (futardio instead of metadao), missing investment
  rationales, no governance activity, stale/thin content. Bot couldn't answer basic
  questions about MetaDAO launches.
- Changes per entity:
  - Corrected parent: [[metadao]] (curated launches, not futardio permissionless)
  - Added launch_platform, launch_order fields for proper sequencing
  - Added investment rationale from original raise pitches
  - Added governance activity tables (buybacks, restructuring, team packages)
  - Added open questions and competitive context
  - Removed hardcoded prices (live tool handles this)
- Sources: X research, decision records, source archives, web search

Pentagon-Agent: Rio <244ba05f-3aa3-4079-8c59-6d68a77c76fe>

2026-04-02 10:50:49 +00:00

3.6 KiB

Raw Blame History

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Paystream

Overview

Modular Solana protocol unifying peer-to-peer lending, leveraged liquidity provisioning, and yield routing into a single capital-efficient engine. Matches lenders and borrowers at fair mid-market rates, eliminating the wide APY spreads seen in pool-based models like Kamino and Juplend. Integrates with Raydium CLMM, Meteora DLMM, and DAMM v2 pools.

Investment Rationale (from raise)

The pitch: every dollar on Paystream is always moving, always earning. Pool-based lending models have structural inefficiency — wide APY spreads between what lenders earn and borrowers pay. P2P matching eliminates the spread. Leveraged LP strategies turn idle capital into productive liquidity. The combination targets higher yields for lenders, lower rates for borrowers, and zero idle funds.

ICO Details

Platform: MetaDAO curated launchpad (7th launch)
Date: October 23-27, 2025
Target: $550K
Committed: $6.15M (11x oversubscribed)
Final raise: $750K
Launch mechanism: Futardio v0.6 (pro-rata)

Current State (as of early 2026)

Trading: ~$0.073, down from $0.09 ATH. Market cap ~$680K — true micro-cap
Volume: Extremely thin (~$3.5K daily)
Supply: ~12.9M circulating of 24.75M max
Achievement: Won the Solana Colosseum 2025 hackathon
Treasury: $241K USDC remaining, $33.5K monthly allowance

Team

Founded by Maushish Yadav, formerly a crypto security researcher/auditor who audited protocols including Lido, Thorchain, and TempleGold. Security background is relevant for a DeFi lending protocol.

Governance Activity

Decision	Date	Outcome	Record
ICO launch	2025-10-23	Completed, $750K raised	paystream-futardio-fundraise
$225K treasury buyback	2026-01-16	Passed — 4,500 orders over 15 days at max $0.065/token	See inbox/archive

The buyback follows the NAV-defense pattern now standard across MetaDAO launches — when an ownership coin trades significantly below treasury NAV, the rational move is buybacks until price converges.

Open Questions

Adoption. Extremely thin trading volume and micro-cap status suggest limited market awareness. The hackathon win is a signal but the protocol needs users.
Competitive moat. P2P lending + leveraged LP is a crowded space on Solana. What prevents Kamino, MarginFi, or Juplend from adding similar P2P matching?
Treasury runway. $241K at $33.5K/month gives ~7 months without revenue. The buyback spent $225K — aggressive given the treasury size.

Timeline

2025-10-23 — MetaDAO curated ICO opens ($550K target)
2025-10-27 — ICO closes. $750K raised (11x oversubscribed).
2025 — Won Solana Colosseum hackathon
2026-01-16 — $225K USDC treasury buyback proposal passed (max $0.065/token, 90-day cooldown)

Relevant Notes:

metadao — launch platform (curated ICO #7)

Topics:

internet finance and decision markets

3.6 KiB Raw Blame History