Futarchy proposal risk · pass market / fail market TWAPs

Proposal Risk

Proposal Risk scores a futarchy proposal from pass-market and fail-market TWAP math plus Umbra-style attack-pattern / wallet signals. Umbra is the published HIGH-RISK case; that proposal failed.

Pass-market TWAP
$0.2335
Fail-market TWAP
$0.2798
Missed pass threshold
19.55%
Cost to flip the market
$4,623
Treasury request
$1.5M
Proposal outcome
Failed
Compare protocols Read the Umbra case

Comparing 5 protocols.

Gray bars on the first chart are the pass threshold. Select one or more protocols — charts redraw from the scored pass/fail TWAPs and wallet / attack-pattern signals.

Treasury value (31 Jul 2026)

MetaDAO $11.78M Avici $2.73M Solomon $5.77M Umbra $2.48M Loyal $0.34M

Premium / discount to NAV

MetaDAO 856.10% Avici 104.30% Solomon -9.50% Umbra 45.50% Loyal -16.40%

Pass edge vs threshold

UmbraLoyal

Signals fired

Umbra 5 Loyal 0

Volume alignment

UmbraLoyal

Fail-by margin

Umbra 19.55% Loyal -1.00%

Selected proposals

Scored proposals

metadao

MetaDAO

Contrast case · proposal

LOW0/0 signals
avici

Avici

Contrast case · proposal

LOW0/0 signals
solomon

Solomon

Contrast case · proposal

LOW0/0 signals
p2p-protocol

P2P Protocol

Contrast case · proposal

LOW0/0 signals
umbra

Umbra

Published forensics · non-team

HIGH-RISK5/5 signals
omnipair

Omnipair

Contrast case · proposal

LOW0/0 signals
loyal

Loyal

Published forensics · non-team

LOW0/0 signals
jurassic-finance

Jurassic

Contrast case · proposal

LOW0/0 signals
paystream

Paystream

Contrast case · proposal

LOW0/0 signals
zklsol

ZKFG / Zinc

Contrast case · proposal

LOW0/0 signals
superclaw

Superclaw

Contrast case · proposal

LOW0/0 signals
futardio-cult

Futardio Cult

Contrast case · proposal

LOW0/0 signals
rip-cars

Rip Cars

Contrast case · proposal

LOW0/0 signals
credible

Credible

Contrast case · proposal

LOW0/0 signals
kimia

Kimia

Contrast case · proposal

LOW0/0 signals
ordr.trade

Ordr

Contrast case · proposal

LOW0/0 signals
laso-finance

Laso

Contrast case · proposal

LOW0/0 signals
areal-finance

Areal

Contrast case · proposal

LOW0/0 signals
basket

Basket

Contrast case · proposal

LOW0/0 signals
gesim

Gesim

Contrast case · proposal

LOW0/0 signals
kollan-house

Kollan House

Contrast case · proposal

LOW0/0 signals
kyros

Kyros

Contrast case · proposal

LOW0/0 signals
coal

Coal

Contrast case · proposal

LOW0/0 signals
jito-dao

Jito

Contrast case · proposal

LOW0/0 signals
sanctum

Sanctum

Contrast case · proposal

LOW0/0 signals
drift

Drift

Contrast case · proposal

LOW0/0 signals
marinade

Marinade

Contrast case · proposal

LOW0/0 signals
save-dao

Save

Contrast case · proposal

LOW0/0 signals
island-dao

Island

Contrast case · proposal

LOW0/0 signals
mtncapital

Mtn Capital

Contrast case · proposal

LOW0/0 signals
ore

Ore

Contrast case · proposal

LOW0/0 signals
ranger

Ranger Finance

Contrast case · proposal

LOW0/0 signals
flash-trade

Flash Trade

Contrast case · proposal

LOW0/0 signals
futuredao

FutureDAO

Contrast case · proposal

LOW0/0 signals

Wallet / attack-pattern signals

The score combines pass/fail market outcome math with these Umbra-style wallet and attack-pattern detectors.

fresh-wallet

Fresh wallet with no prior history

bridge-funding

Cross-chain / bridge funding

exact-stake-trim

Accumulation trimmed to exact proposal-stake threshold

stake-recover-reuse

Stake recovered and reused in the decision market

clustered-cadence

Clustered fixed-size cadence trades

Pass / fail market math

A proposal passes when pass-market TWAP beats fail-market TWAP by at least the pass threshold. pass edge = ((passTWAP − failTWAP) / failTWAP) × 100 · -16.55% against +3.00% · published spread -16.56%.

Net Pass Volume Tilt uses economic alignment (pass-buy & fail-sell vs pass-sell & fail-buy): ~46% / ~54% · fail-aligned.

MetaDAO launch-template pass thresholds: team-sponsored −3%, non-team +3%.

Research briefing

Public notes on 01Resolved, MetaDAO, and the computational surface.

01

Company — 01Resolved

02

Market — MetaDAO, futarchy, ownership coins

03

Methods — the computational surface

04

Engineering — stack, API, fingerprints

05

Role — what a lead engineer owns

06

Risks and questions

07

Sources

12

Futarchy Momentum: Codebase Audit and Product Research Report