larp-quant-agent/docs/token-strategy.md

# Quant Agent ($QUANT) — token utility & engagement strategy

The honest, shippable answer to: **"what does a user get?"** and **"what keeps them clicking?"**
Built only on what the product really is — a transparent, paper-trading multi-agent terminal on
Hyperliquid (pre-TGE). Vetted by an adversarial honesty/legal pass.

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## 1. What's the profit for the user? (the one-liner)

> **Hold $QUANT to see the whole swarm in real time and steer what it watches — access and
> influence, never a promised return.**

Free users see a **delayed teaser** (one coin, lagged verdict). Holders unlock the **full live
committee** — every coin, every timeframe, real-time verdict flips to their Telegram, and a vote
on what the agents watch next. You're selling **access + influence + speed**, not a payout.

This is the safe, defensible thesis. The moment the pitch becomes "hold and earn" or "hold for
profitable signals", it becomes a securities + advice problem (see §4).

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## 2. Token utility — the 5 mechanics to build (in order)

1. **Hold-to-access tiers (Free vs Holder).** Connect a Solana wallet, read $QUANT balance
   client-side, gate UI depth. Free = 1 coin + delayed verdict; Holder = all coins, live verdict,
   full agent vote-matrix + reasons. *Two tiers only.* This is the spine — everything hangs off it.
2. **Holder alerts (real-time vs delayed).** The worker already detects verdict flips and Telegram
   is already wired. Map wallet→chat_id (one-time sign), DM holders instantly on "committee flipped"
   / "high-conviction (>0.9)". Free = delayed digest. *Lowest effort, highest perceived value.*
3. **Premium signal surface.** The brain is parameterized (`CONFIG.coins`/`interval`). Run more
   coins + timeframes (15m/4h, top-20 perps); expose via the worker's `/api/state.json`. Breadth is
   genuinely compute-scarce, so gating it is honest.
4. **Free prediction game (no staking).** Call LONG/SHORT/SKIP before the next candle, scored vs the
   real price move (we already track prices + equity). Cosmetic ranks only. *Retention engine for
   non-holders → seeds future holders.*
5. **Governance over the agents/markets.** Balance-weighted snapshot votes on real knobs the config
   exposes — which coin/timeframe to add next, agent weights, the confidence floor. Real because the
   worker loads the result. *Strongest non-financial reason to hold: influence over a live product.*

(#6 once liability copy is locked: a **"Open this setup on Hyperliquid"** deep-link that prefills
coin/side/size/TP/SL from the verdict — convenience, the user signs their own trade. Never
auto-execute.)

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## 3. On-site engagement — features that make people click & return

Ranked by leverage. Most reuse data we already compute.

| # | Feature | Why it drives clicks | Effort |
|---|---|---|---|
| 1 | **Public agent track record** (honest paper PnL: equity curve, win rate, last fills) | The #1 "come back" hook — a live scoreboard of how the committee is actually doing. We already persist `equity/closed/equityCurve` in the worker. | M |
| 2 | **Predict-the-verdict game** + seasonal leaderboard | Daily reason to return: "can you read the agents better than the swarm?" | M–L |
| 3 | **Shareable verdict cards** (X/Twitter image) | Free top-of-funnel — every share is an ad with the real signal. | M |
| 4 | **Tune the committee** (weight the 4 agents, re-run live) | Hands-on play → ownership; explore every coin/timeframe. | M |
| 5 | **Multi-coin signal board** (whole universe at a glance) | A reason to scan & click instead of staring at one coin. | M |
| 6 | **Watchlist + price/verdict alerts** | Classic retention — pulls the tab back. | M |
| 7 | **Backtest / replay slider** on the chart | Explorable toy — drag across coins/timeframes. | L |
| 8 | **Live committee ticker / "debate feed"** | Makes the desk feel alive, never static. | S |
| 9 | **Streaks & daily check-in** (cosmetic points) | Connective tissue that turns the above into a daily habit. | M |

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## 4. Red lines — what NOT to do (honesty + legal)

The trust of an honest, paper-trading, pre-TGE product is the moat. Avoid:

- ❌ **Fee-split / revenue-share to holders** (the $AUTR "50% to holders" model) — dividend-like,
  strongly implies a security. Differentiate with **access/utility/status, no holder cash flows**.
- ❌ **Points → guaranteed airdrop** framing — "earn now, tokens later" = expectation of profit.
  Keep points as **pure status** (rank/badges/cosmetics); never pre-promise token value.
- ❌ **Stake-to-earn / stake-for-rewards** — yield/securities risk. Staking may unlock only
  cosmetics/role, never payouts.
- ❌ **"Hold for profitable signals" / any return promise.** Sell access to *data/views*, not outcomes.
- ❌ **Auto-executing trades** on the user's behalf — custody + advice exposure. Deep-link only; the
  user signs.
- ❌ **Fake track record / paid-pump signals.** Always label paper/dry-run.

Everything in §2–§3 is designed to stay on the right side of these lines.

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## 5. Pre-TGE acquisition (you have no token yet — use it)

- **Points/season program as pure status now** (no airdrop promise) → daily habit before the token.
- **Public track record + shareable cards** → organic reach proving the agents are real.
- **Telegram alpha bot** (already built) with a waitlist → capture users where crypto lives.
- **Named agent personalities** (Trend / Breakout / Mean-Rev / Funding as a "cast") → memorable,
  screenshot-able, turns dry TA into a story.

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*Strategy synthesised from a multi-agent pass (utility models · engagement · reference meta ·
adversarial honesty critic). Not legal advice — have token mechanics + copy reviewed before TGE.*