The composable primitive stack for agentic capital vehicles includes: conditional markets (MetaDAO/futarchy) for capital authority, DEX infrastructure for secondary liquidity, UDSv (Solomon Labs) for yield-bearing stables, GAMMs (Omnipair) for integrated borrowing-lending-leverage, and smart contract fee routing for economics. These provide institutional-grade investor features without institutional-grade overhead.
Strongest rival: Composing from multiple protocols creates compounding smart contract risk — each integration point is an attack surface, and a vulnerability in any primitive can cascade to the fund. The stack may also fragment regulatory responsibility in ways that increase legal risk.
Claim
The specific primitive stack for agentic capital vehicles maps each traditional fund function to an existing, programmable Solana protocol. Capital authority: MetaDAO-style conditional markets where token holders trade to approve or reject allocation proposals — this replaces GP discretion with market-aggregated conviction. Secondary liquidity: DEX infrastructure (Jupiter for routing, Meteora DLMM for concentrated liquidity) provides continuous trading of fund tokens, replacing the illiquidity of traditional LP interests. Yield-bearing treasury: UDSv (Solomon Labs) provides a stablecoin that earns yield natively, so fund treasury earns returns while waiting for deployment rather than sitting idle. Integrated leverage: GAMMs (Omnipair) provide borrowing-lending-leverage within a single AMM, replacing the separate prime brokerage relationships that traditional funds require. Fee routing: smart contract economics enforce fee structures programmatically — no manual calculation, no delayed settlements, no ambiguity about waterfall priority. Each primitive is independently auditable, upgradeable, and composable. The combined stack delivers institutional-grade investor features (yield, leverage, liquidity, governance) without institutional-grade overhead (legal entities, fund administrators, transfer agents, custodians). The hypothesis is that this stack is sufficient for a minimum viable fund — the falsifier is any function that cannot be adequately served by an existing primitive.
Connections
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- The novel contribution required from LivingIP/Teleo is the intelligence layer — attributed knowledge graph, agent worldview formation, propo
- Solana DeFi primitives — Jupiter limit orders and DCA programs for programmatic buying/selling, Meteora single-sided LPs for liquidity provi
- Agentic capital vehicles can deliver structural yield before investment returns through two composable sources: a majority of trading fees o