Proposal Risk · umbra

Futarchy proposal score

Umbra · 8sysa3XPrvKPmUA4qoZCn9h4vp7Mb45Ynezg542nui8Q · trader EJGW…Uvaxs · failed

Treasury (31 Jul 2026)
$2,482,998
Spot
$0.3200
NAV/AS
$0.2200
Prem / disc
+45.50%
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
Volume tilt
fail-aligned

Pass / fail market math

Pass-market TWAP versus fail-market TWAP against the pass threshold decides whether the proposal passed or failed.

pass edge = ((passTWAP − failTWAP) / failTWAP) × 100

-16.55% against +3.00% threshold · published spread -16.56%

Net Pass Volume Tilt = [(PassBuy + FailSell) − (PassSell + FailBuy)] / vol

-0.0800 · ~46% pass-aligned / ~54% fail-aligned

Wallet / attack-pattern signals

Umbra-style wallet and attack-pattern detectors. Each flag is one signal in the score.

FlagSignalEvidence
FIRE Fresh wallet with no prior history first seen 4d before proposal; prior history=false
FIRE Cross-chain / bridge funding deBridge from base; $148,930
FIRE Accumulation trimmed to exact proposal-stake threshold bought 508,690, sold 8,690, final 500,000 vs required 500,000
FIRE Stake recovered and reused in the decision market recovered after 8s; reusedInDecisionMarket=true
FIRE Clustered fixed-size cadence trades 40 × $100 trades, median interval 60s

Mechanism hardening (illustrative)

A pass threshold that rises with treasury share (+3.00% + 20pp × 62%) = +15.40%.

The attacker’s intra-window spike printed +12.47%. Against the scaled threshold it would not have cleared.

Source: James & Drew, 01Resolved, 5 August 2026.