Umbra decision 2
Umbra, MetaDAO on Solana. Opened 2026-01-14, closed 2026-01-17.
What it was for #
The market chose among 2 options, judged on time-weighted conditional token price over the window with a 1.5% threshold:
- Pass — selected
- Fail (no change)
Withheld. The proposal's Squads transaction carries no memo text.
What was known #
What the evidence shows
The recorded prices imply pass: the leading challenger's lead over the default is 3.96%, against a 1.50% threshold. Based on Market reading · derivation.
Limitations: Conditional prices are not probabilities of passage or evidence of causal impact.
Revisit when: A correction to the final prices or governing rule.
- Disclosed terms
- Proposal account: present · Proposal class: present · Decision threshold: missing · Window timing: present · Proposer stake: missing · Proposer address: present · Execution account: present · Decision market: missing available · partial evidence
Method and evidence
Presence of a disclosed term does not verify its truth or execution.
Instrument disclosures v1.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Trading participation
- 860 observed trades · 19 wallets · $100,626.12 sized volume · largest wallet 82.6% of sized volume available · complete evidence
Method and evidence
Wallets are addresses, not identified independent participants. Volume and concentration cover dollar-sized observed trades only.
Instrument participation v2.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Market reading
- Recorded · challenger lead over the default 3.96% · threshold 1.50% available · complete evidence
Method and evidence
Conditional prices are not probabilities of passage or evidence of causal impact.
Instrument market-selection v1.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Selection rule
- No special selection terms identified available · complete evidence
Method and evidence
Semantic observations describe disclosed terms only — never an attack finding, an indicator, or a classification. Monitored playbooks stay withheld without indexed forensics.
Instrument selection-rule v1.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Closing stretch
- fewer than 2 priced reads inside the closing stretch unavailable · unknown evidence
Method and evidence
fewer than 2 priced reads inside the closing stretch
Instrument closing-window v1.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Recycled-stake treasury extraction
- it made 415 transactions in the 30 days before launch, more than the 400 read for bridged funding unavailable · unknown evidence
Method and evidence
it made 415 transactions in the 30 days before launch, more than the 400 read for bridged funding
Instrument recycled-stake-treasury-extraction v1.0.2 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Late-window TWAP outcome steering
- NO-MATCH · 0/5 indicators matched available · complete evidence
Method and evidence
A pattern match does not establish intent; a no-match does not establish safety.
Instrument late-window-outcome-steering v3.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Wash-volume alignment inflation
- NO-MATCH · 0/5 indicators matched available · complete evidence
Method and evidence
A pattern match does not establish intent; a no-match does not establish safety.
Instrument wash-volume-alignment-inflation v4.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Coordinated multi-wallet stake assembly
- the first activity or funder of 1 staking wallet(s) was not read unavailable · unknown evidence
Method and evidence
the first activity or funder of 1 staking wallet(s) was not read
Instrument coordinated-multiwallet-stake-assembly v3.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Earlier decisions
- 1 earlier decisions closed before 2026-01-15T09:02:13.000Z available · complete evidence
Method and evidence
Prior selections are historical context, not an estimate of decision quality.
Instrument prior-decisions v1.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
- Measured outcome
- This instrument reads measured-outcome resolution records. Not applicable
Method and evidence
This instrument reads measured-outcome resolution records.
Instrument measured-outcome v1.0.0 · evidence eeb00cc54e261357454b5bdc903ce17c10faaf396d0b5a979a26c3ec2e11ade5
Evaluated 2026-10-19T04:56:02.804Z. Evidence cutoff 2026-10-19T04:56:02.804Z.
What was done #
Executed at . The Squads transaction executed, and its calls match the stored vault instructions.
Evidence: CeWULzVK9iRvU5Qc4S1XT4i8dHW73KygZp9Uf6rVoKLJ, Ae7kWqqWGNTGHvFdnHKvMdS4W2zK7FdkXBaksrLuxTBA, 37H9iPHKHaM3eC7UrVWo24KfwEHar2RuF3evyMsYtgDg46V84VCxvTRZFg1UQNM8s7tGRUxiYCziG1Zthq51B2kS
From /data/proposal-execution.json.
What followed #
The organization's token price in USD, from the close ():
- At the close: $1.36 (read )
- 1 day after: $1.51 (read )
- 7 days after: $1.89 (read )
- 30 days after: $0.7251 (read )
From the tape lane solana/spot/umbra; the whole series is at /api/organization-history?slug=umbra&series=price-usd.
Impact #
At the close the market priced Pass +4.0% against Fail (no change) (Final pass and fail TWAPs at finalization (2026-01-17T09:04:02.000Z), normalized conditional prices.). What the token did afterwards:
- 1 day after: +11.5%
- 7 days after: +39.1%
- 30 days after: -46.6%
Two numbers side by side, not a verdict on the decision.
Capital #
What the Squads execute that carried out the decision moved, at every call depth beneath it.
- transfer 150,000 USDC from
6VsC8PuKkXm5xo54c2vbrAaSfQipkpGHqNuKTxXFySx6to8BYgi8iBwDPDiLCsGfZnJRjSZeTFeL8oCU2nU2L1Zpey
Transaction: 37H9iPHKHaM3eC7UrVWo24KfwEHar2RuF3evyMsYtgDg46V84VCxvTRZFg1UQNM8s7tGRUxiYCziG1Zthq51B2kS
From /data/decision-capital.json.
Who acted, and under what authority #
- dao: Umbra —
BLkBSE96kQys7SrMioKxeMiVbeo4Ckk2Y4n1JphKxYnv
This record
IRI https://eidos.software/decisions/metadao-solana-mainnet-beta-3seyB3i5bLQcUReaQoLkgwkNbVH7U7nnfiAFVaNawU6F/, an instance of Decision. Machine-readable: the object view. Built .