Umbra decision 1
Umbra, MetaDAO on Solana. Opened 2025-11-12, closed 2025-11-15.
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 31.90%, 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.
wash-volume-alignment-inflation matched 4 of 5 indicators (HIGH-RISK). Based on Wash-volume alignment inflation · derivation.
Limitations: A pattern match does not establish intent; a no-match does not establish safety.
Revisit when: New or corrected evidence changes the detector's inputs.
- 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 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- Trading participation
- 3185 observed trades · 25 wallets · $535,519.95 sized volume · largest wallet 71.9% 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 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- Market reading
- Recorded · challenger lead over the default 31.90% · 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 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- 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 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- 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 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- Recycled-stake treasury extraction
- the largest-staker staked 255,000 tokens, of which 255,000 came by transfer from another wallet (CEGVyHuSd2wCnchn88RYCNP1e3zuv9d1UGgM7CuYnSSJ sent the most); how that wallet acquired them is not read unavailable · unknown evidence
Method and evidence
the largest-staker staked 255,000 tokens, of which 255,000 came by transfer from another wallet (CEGVyHuSd2wCnchn88RYCNP1e3zuv9d1UGgM7CuYnSSJ sent the most); how that wallet acquired them is not read
Instrument recycled-stake-treasury-extraction v1.0.2 · evidence 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- 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 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- Wash-volume alignment inflation
- HIGH-RISK · 4/5 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 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- Coordinated multi-wallet stake assembly
- the first activity or funder of 3 staking wallet(s) was not read unavailable · unknown evidence
Method and evidence
the first activity or funder of 3 staking wallet(s) was not read
Instrument coordinated-multiwallet-stake-assembly v3.0.0 · evidence 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- Earlier decisions
- 0 earlier decisions closed before 2025-11-13T18:34:47.000Z available · complete evidence
Method and evidence
Prior selections are historical context, not an estimate of decision quality.
Instrument prior-decisions v1.0.0 · evidence 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
- 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 2055ed02562f22c4a69b4fe020d8e5ea443f144ec6461ec473761759dd6ce075
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: FFPvNjKts9a8hFNfXv6WtxN3a8y6731PbhhgLsbJDwC, 2TREKsD6eKL1C7tczRP4NJvSxDidcU69P1v2kLQMo8Gp, 4R3UzACotNYkp5mYCQ8RCwbLdbXZG33YRsVtGVW5gpLZzFAVfXZyJBSYTtDWTdQAg8bcWqF82HAG8XrW8QJpH6gt
From /data/proposal-execution.json.
What followed #
The organization's token price in USD, from the close ():
- At the close: $0.6387 (read )
- 1 day after: $0.6042 (read )
- 7 days after: $0.6145 (read )
- 30 days after: $0.8708 (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 +31.9% against Fail (no change) (Final pass and fail TWAPs at finalization (2025-11-15T18:36:01.000Z), normalized conditional prices.). What the token did afterwards:
- 1 day after: -5.4%
- 7 days after: -3.8%
- 30 days after: +36.3%
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 105,000 USDC from
6VsC8PuKkXm5xo54c2vbrAaSfQipkpGHqNuKTxXFySx6to8XYwAvd4xvZKXcFA8WUtDEtpfNYqGgEfkpkVA8XBBe9e
Transaction: 4R3UzACotNYkp5mYCQ8RCwbLdbXZG33YRsVtGVW5gpLZzFAVfXZyJBSYTtDWTdQAg8bcWqF82HAG8XrW8QJpH6gt
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-71nYHjLpgY7evn9G4UaGCBd6cYHpGWzrzd3ESs2KUduG/, an instance of Decision. Machine-readable: the object view. Built .