Logos Labs - The Surely You’re Joking Protocol Token $LOGOS

Logos Experimental Concepts

Perfect — here’s a Discovery Sleeve framework you can drop into the LOGOS Owner’s Manual so it feels like a natural extension without diluting the core thesis:

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LOGOS Discovery Sleeve

(Asymmetric Optionality inside a Compounding Core)

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Purpose

LOGOS exists to own the protocols that matter most for the next 100 years.

Two are proven today (BTC, ETH). The rest will emerge.

The Discovery Sleeve is a disciplined carve-out that allows LOGOS to lean into early protocol candidates where we have insider access and conviction. It is not venture capital. It is asymmetric optionality—exposure to future rails before they are obvious.

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Allocation

10% max of total AUM

Never more than 1–3% per position

90%+ of LOGOS always remains in the Core (compounding forever rails).

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Criteria for Discovery Investments

We only allocate to protocols that could plausibly graduate into the most important protocols in the world:

Mission Fit → Foundational rail (money, compute, identity, messaging, data, energy).

Early Adoption Curve → Signs of real developer or user traction.

Insider Access → Unique ability to participate early, with asymmetric upside.

Narrative Power → A story big enough to become cultural infrastructure.

Token Design → A credible path for usage to accrue to the token.

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Graduation into the Core

A Discovery position can move into the LOGOS Core once it proves:

Lindy Effect: survives multiple cycles.

Usage → Fees: measurable demand flowing into token value.

Governance Resilience: not captured, neutral enough to compound.

Liquidity: scalable enough for LOGOS AUM without distortion.

If those thresholds are not met → the position remains small, is trimmed, or exited.

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Why This Matters

Protects the Core: LOGOS stays pure — compounding rails first.

Acknowledges Reality: The next BTC/ETH equivalents start as “crazy” early projects.

Leverages Advantage: Insider access and networks give LOGOS an edge.

Asymmetric Payoff: Even one early rail compounding can pay for dozens of misses.

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⚖️ Principle:

We are not a venture fund. We are a compounding protocol holding company.

But the Discovery Sleeve ensures we don’t miss the rails of tomorrow, while staying disciplined enough to protect the Core forever.

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👉 Do you want me to also create a visual two-circle diagram — Core (90%) vs Discovery (10%) — that shows how they relate to each other, so you can use it in decks?

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