P2P Foundation

$P2P token sale is now live on @MetaDAOProject Time to own the movement!

A note on the Polymarket positions you've seen on-chain - the account named "P2P Team" is ours. We wanted to come out honestly. The capital came from our foundation account and all proceeds return to it. Here's the full picture. 10 days before our raise went live, we placed bets that we'd hit our $6M+ target. At that point we had one oral commitment from Multicoin ($3M) - no signed term sheets, no guaranteed allocations, nothing binding. We were betting on ourselves. We'd told the market we were raising over $6M. We believed we could. That bet was our way of backing our word with our own money at a moment when the outcome was genuinely uncertain. Over the following 10 days we made our case, secured commitments, and the raise closed at $5.2M - entirely from outside investors we don't control. We understand why this raises questions. Trading on an outcome you can influence erodes trust. We don't believe we were trading on a done deal, but we recognize reasonable people can see it differently. We named the account "P2P Team" deliberately - to give a marketing signal of our presence to the community and reflect our intent to be transparent. But intent isn't the same as action. Not disclosing at the time was a mistake we own. We took time to study the legal implications before speaking, which is why we stayed silent until now with a "No Comments" stance! - that too is a fair criticism. All proceeds go back into our futarchy-governed MetaDAO treasury. We will be liquidating all positions in the next few hours and are putting together a formal company policy on prediction market trading going forward. One thing we want to be unambiguous about: MetaDAO (@MetaDAOProject ) had zero knowledge of or involvement in these bets. We're genuinely excited to join this community and wanted to start on the right note - which means being straight with you about this.

WARNING: There are fake websites and accounts pretending to be P2P Protocol. Please verify the domain before linking wallet. The only official sale page is metadao.fi/projects/p2p-p…. The team will never DM you first. There is no second sale site, no airdrop/early access.

Early commitments from venture investors into our @MetaDAOProject ICO so far: Multicoin Capital — $3M dba.xyz — $500K Theia — $350K Moonrock Capital — $400K Archimed — $150K Anagram & @knimkar — $550K A few more are lined up to invest 🫡 Yo Futards (or Retards?), there’s no crime here - this is early conviction shown by VCs before retail. Most of them are in the US time zone, so capital came in ~13 hours after the ICO started due to timezone 🤣 All of them are going public and writing blog posts even before investing 🫡 Grow up, people 🙏 we have a bear market to get through together. The team still reserves the right to allocate to each of these VCs. Our current plan is to allocate up to 30% –40% of the net raise to VCs, while they’re negotiating for a larger share 🫡

14 hours ago @P2Pdotme's ICO went live on @MetaDAOProject. The total duration of the raise is 4 days and the target is $6 million. So far the raise has had $757K deposited over 143 events, with the largest deposits coming in over the past few hours. Of the deposits, 92 were small at under $100 and 4 were large at over $10K in size.

This raise marks a big step and evolution for MetaDAO It's enabled in part because this is the first ICO where the team is able to tailor allocations Expect you'll see a lot more of these institution-heavy rounds

Archimed has allocated to @P2Pdotme's ICO on @MetaDAO. Emerging market stablecoin adoption is one of the clearest secular trends in crypto, but the infrastructure to actually move between fiat and USDC remains broken. CEXs restrict withdrawals, bank accounts get frozen, and most on/off ramp solutions are custodial, slow, and expensive. P2P is the best pure play on fixing this. The protocol runs a non-custodial two-sided marketplace on Base where merchants provide USDC-to-fiat liquidity through local rails. UPI in India, PIX in Brazil, bank transfers in Argentina. Zero-knowledge KYC keeps users private while maintaining trust guarantees. Settlement under 90 seconds. Current run rate is ~$55M annualized volume at a blended 2.4% take rate, with Brazil and Argentina already contributing 47% of volume. This is not an India-only story. What convinced us was the unit economics and the expansion model. The team charges above-market fees and users pay them willingly, when you're moving $100-400 and the alternative is risking a bank freeze, you optimize for speed and safety, not basis points. The Circles of Trust framework lets the protocol launch new countries with zero employees and zero upfront cost. Argentina and Venezuela were both stood up this way. Eight more LATAM markets are planned this quarter, with Africa and MENA on the six-month horizon. The B2B SDK, arriving at June target, converts the fraud engine into a single API call that any wallet or fintech can plug into. If this works, P2P stops being an app and becomes embedded infrastructure. At ~$15.5M FDV and ~17x annualized net revenue based on current run rate, the risk/reward is attractive for a protocol that's already generating revenue, already multi-market, and approaching breakeven within months. The MetaDAO structure adds conviction, 50% float at TGE, no insider unlocks, team tokens gated behind 2x-32x price performance. Ownership is distributed to token holders through the foundation, not concentrated on founders. We're watching monthly volume cross $10M, the first live SDK integration, and LATAM circle replication as the milestones for adding to the position. Excited to back P2P.

After 24 hours, the @P2Pdotme ICO has received over $4.8M in commitments from nearly 250 contributors! There are 72 hours left to join. Follow the link below to participate ⏬

DBA plans to participate in the @P2Pdotme ICO on @MetaDAOProject The future of finance is permissionlessly raising capital on the internet To support a protocol which allows people to permissionlessly move capital on the internet Futardio

Theia is excited to participate in the upcoming P2P ICO on MetaDAO. Emerging market stablecoin growth represents one of the clearest secular trends in crypto. However, few projects capitalizing on this growth are accessible in public or private markets. @P2Pdotme is perhaps the best expression of this thesis. Opaque and punitive stablecoin regulation across emerging markets has left a significant gap in serving users. CEXs restrict crypto withdrawals, and black market P2P trading often acts as a last resort. @P2Pdotme addresses this by leveraging local payment rails like UPI and PIX, enabling a 2-sided marketplace to on/off ramp fiat and stablecoins without custodians or exchanges. Their ability to settle Fiat <> Crypto transactions in under 90 seconds already has proven traction, facilitating ~$45m in annualized volume, and, with Brazil and Argentina comprising 44% of total volume, is effectively scaling outside of its core geography. The result is a business with a first-mover advantage in a specific niche it knows well, and merchant network effects are accelerating. The founders previously built a $3m ARR food delivery app focused on a similar coordination problem: connecting merchants and users across a lossy social graph. Their solution relies on circles of trust, whereby merchants who refer their network and complete transactions attest their trustworthiness and unlock higher transaction volume limits. This creates a Polya Urn dynamic: attracting high trust merchants amplifies both the merchant incentives (larger transactions) and P2P’s broader network effects. Replicating this flywheel requires deep expertise in local payment systems and user behavior, something P2P has already demonstrated through a successful exit. Finally, it’s worth emphasizing the continued value add of MetaDAO. P2P has a strong existing previous investor base and likely would have no trouble raising a traditional round, yet chose MetaDAO. It's clear that MetaDAO launches are not only on par with top venture bets, but in our view, actively surpassing them. Proud to be a @P2Pdotme backer, and excited to support their continued success.

Join us on our Discord in 30 mins for Office Hours with the team links 👇

We hit 100 contributions in the first 13 hours of the @MetaDAOProject raise. $47,311 raised so far. To the first 100 who backed us early - this isn’t just capital, it’s conviction. We don’t take that lightly. No matter how oversubscribed this round gets by the final day, all 100 of you will be fully allocated. We build with our believers. Always. 🫡

DYOR 👇

@MetaDAOProject MetaDAO sale: metadao.fi/projects/p2p-p… Check your allocation tier: p2p.foundation/en/tge How the protocol works, token mechanics, sale structure: docs.p2p.foundation/for-token-hold… Questions and community: discord.gg/p2pfoundation

$P2P token sale is now live on @MetaDAOProject Time to own the movement!

Our ICO is live 🫡

FULL CONVERSATION with Sheldon, Co-Founder of P2P. – ICO is funding global expansion – Emerging markets lack trusted crypto rails – P2P merchants fulfill local liquidity – Payments unlocked product trust and growth – MetaDAO helps solve regulatory exposure

Full @p2pdotme interview w/@p2pdotfound Highlights include: 0:30 - How Sheldon found @MetaDAOProject 4:35 - QR code payments explained 11:45 - 23,000 users across 4 countries 15:53 - Elevator pitch - decentralized stablecoin 27:20 - Why raise? 36:44 - Tokenomics + ICO

TODAY ON 11AM: Breaking down the $P2P opportunity with Sheldon, co-founder of @P2Pdotme, ahead of their @MetaDAOProject ICO tomorrow. @0xNessus, co-founder of @hyperlendx, on building the Hyperliquid credit layer. Live at 11AM ET ↓ x.com/i/broadcasts/1…