Logos Labs - The Surely You’re Joking Protocol Token $LOGOS
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Protocol Fund Plan
Logos Labs - The Surely You’re Joking Protocol Token $LOGOS
Here’s the start sequence I’d follow to get $LOGOS from zero to a live, working, scalable compounding engine — while keeping it simple and rule-based from day one.
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1. Lock the Strategy

Confirm your base allocation model:
40% BTC, 40% ETH, 10% new protocols, 10% USDC reserve.
Confirm accumulation playbook:
Ongoing base DCA.
Conviction buys at –30%, –50%, –70% from ATH.
USDC reserve never below 10%.
Confirm liquidity caps for small protocols so it scales to $1B+ AUM.
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2. Pick the Platform

For US accredited investors & full on-chain transparency → Enzyme Finance vault is the simplest to start.
$LOGOS token = vault share token (tracks NAV, all holdings visible).
Lets you:
Deploy your $1M day one.
Accept other investors permissionlessly (within US rules).
Auto-handle staking yield & rebalancing.
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3. Fund Your Personal Capital

Move your $1M starting capital into the vault in the exact allocation.
Anchor with BTC/ETH.
Identify 1–2 high-liquidity “new protocols” for the initial 10% slice.
Keep USDC in tokenized T-bill or low-risk yield source.
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4. Build the Dashboard

Show: current prices, ATHs, % drawdowns, triggers, USDC reserve, recent buys.
Color-coded buy signals (Red/White/Yellow/Green per your rules).
Public read-only for transparency.
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5. Publish the Thesis

A single-page “Why $LOGOS” manifesto:
Why compounding protocols beat venture bets for long-term wealth.
How the vault works.
Rules you’ll follow forever (accumulation, allocation, liquidity).
How anyone can join alongside you.
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6. Increase AUM

Share the vault with a small circle first — people who get it.
Build trust via transparency (weekly dashboard updates, monthly recap).
Every dollar in accelerates compounding — that’s the real flywheel.
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7. Stay Ruthlessly Boring

No FOMO buys.
No chasing hype cycles.
Always follow the drawdown/DCA rules.
Keep BTC & ETH core unless there’s a catastrophic, thesis-breaking shift.
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If you want, I can lay out the exact 90-day execution plan so you go from “idea” to live, funded, public vault — with your capital in, first LPs onboarded, dashboard live, and thesis published.

Here’s your $LOGOS 90-Day Launch Plan — step-by-step from idea to live, funded, public vault.
The goal: have your $1M invested, dashboard live, thesis published, and first LPs onboarded by Day 90.
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Phase 1 — Lock & Load (Days 1-15)

Objective: Finalize strategy, allocations, and rules.
Tasks:
✅ Confirm base allocation: 40% BTC / 40% ETH / 10% New Protocols / 10% USDC.
✅ Confirm liquidity caps for new protocols (so strategy scales to $1B+).
✅ Freeze accumulation playbook rules (DCA schedule, –30%/–50%/–70% buys, USDC reserve floor).
✅ Select first 1–2 new protocols for initial 10% allocation.
✅ Choose custody/execution venues for BTC, ETH, USDC (and staking platforms).
📄 Draft & approve the $LOGOS Manifesto (why compounding protocols > venture bets).
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Phase 2 — Infrastructure Build (Days 16-45)

Objective: Stand up the on-chain system & investor-facing tools.
Tasks:
🔹 Create Enzyme Finance vault:
Configure allocations, vault token ($LOGOS), and rules.
Enable BTC (via WBTC), ETH, stETH/rETH, USDC.
Set up auto-staking & yield reinvestment.
🔹 Fund vault with your initial $1M:
Allocate per base strategy.
Hold USDC reserve in tokenized T-bill or low-risk stable yield.
🔹 Build $LOGOS Dashboard:
Prices, ATHs, drawdowns, buy triggers (color-coded).
USDC reserve tracker.
Transaction log for all buys/sells.
🔹 Set up compliance & investor onboarding:
For US accredited investors (Reg D 506(c) or equivalent).
Investor form + accreditation verification.
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Phase 3 — Soft Launch (Days 46-75)

Objective: Put your money to work & start building AUM with a small trusted circle.
Tasks:
📣 Fund vault with your $1M live on-chain.
📈 Start publishing the dashboard (weekly updates).
🗞 Publish $LOGOS Manifesto:
Why compounding protocols > venture bets.
Your rules & transparency pledge.
How $LOGOS works & how to join.
🤝 Share with close network:
Former LPs, founders, friends who trust your track record.
Keep it intimate for first wave — quality over quantity.
📊 Monthly recap email:
Portfolio performance, buys triggered, USDC reserve status, updated ATHs.
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Phase 4 — Public Transparency Flywheel (Days 76-90)

Objective: Make $LOGOS a living, visible system anyone can trust.
Tasks:
📌 Open dashboard to public read-only access.
🎙 Host AMA/Q&A on why you moved your entire portfolio into $LOGOS.
🎯 Begin consistent content rhythm:
Weekly dashboard update
Monthly performance recap
Quarterly deep-dive letter (Buffett style)
📈 Continue growing AUM — every dollar in accelerates compounding.
💼 Keep 100% to the rules — every trade visible, no style drift.
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Key Discipline

Your $1M is the proof — all LPs know you’re in under the same rules.
No FOMO buying. No chasing “hot” coins.
BTC & ETH are the anchors; new protocols are additive, never core-swapping.
USDC reserve is sacred — only deployed by the trigger rules.
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If you want, I can also prepare a one-page visual version of this 90-day plan so it’s easy to reference and share with anyone helping you set up $LOGOS.
Do you want me to make that visual now?
Welcome to Logos Labs Protocol Fund. The Fund name is “Surely You’re Joking”

LOGOS Protocol Fund — Investment Memo

​The Strategy
We invest in the foundational protocols of the next internet.
Bitcoin, Ethereum, and the rails that everything else will be built on.
Nothing short-term. No hype-chasing.
Just owning the infrastructure and letting time do the work.

Our edge isn’t trading skill — it’s conviction.
We focus 100% on choosing the right protocols and holding them long enough for compounding to matter.
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How It Works

We run the portfolio as an on-chain vault on Enzyme — a transparent asset management protocol.
The vault holds a basket of protocols we believe will be foundational in 25-50 years.
Allocation decisions are rules-driven and discretionary by the manager (me).
All assets are stored in the vault contract — you can verify holdings, weights, and trades on-chain in real time.
Any yield from staking or protocol rewards is automatically reinvested.
Enzyme handles custody, execution, accounting, and issuance of the vault token.
When you deposit, you receive $LOGOS — an ERC-20 token representing your proportional share of the vault’s assets. When you redeem, the vault burns your $LOGOS and returns your share of the portfolio.
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How Someone Joins

(Permissionless)

Go to the Vault Page on Enzyme (public link).
Connect your wallet (MetaMask, Ledger, Coinbase Wallet, etc.).
Deposit USDC (or supported asset) into the vault.
Receive $LOGOS tokens — these are your vault shares. They move in your wallet like any other ERC-20 token.
Hold $LOGOS to track the value of your share of the underlying portfolio.
Redeem anytime — return $LOGOS to the vault to withdraw your share of the assets.
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How a Tokenized Fund Works (Plain English)

Think of the vault like a public, on-chain index fund you can join without a broker.
The vault is a smart contract that holds all the portfolio’s tokens.
$LOGOS is the receipt that proves how much of the vault you own.
The value of $LOGOS goes up or down with the value of the underlying assets in the vault.
The manager (me) can change allocations inside the vault, but can’t move funds to personal accounts — it all stays in the vault contract.
The vault charges a small management fee, taken on-chain.
Everything is public, verifiable, and liquid on Ethereum — no permission needed to join or leave.
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FAQs

Q: What is $LOGOS?
A: $LOGOS is the vault share token. Holding it means you own a proportional share of the vault’s assets.
Q: How is this different from buying tokens myself?
A: You could buy them yourself, but here you get:
A curated, conviction-driven basket picked for the long term.
Automatic rebalancing and staking yield reinvestment.
On-chain transparency and verifiable holdings.
A single token ($LOGOS) instead of tracking multiple assets.
Q: Can I sell or transfer $LOGOS?
A: Yes. You can transfer $LOGOS to another wallet, or redeem it in the vault at any time for your share of the underlying assets.
Q: Is there a minimum investment?
A: No minimum — anyone with a compatible wallet can join.
Q: Who controls the vault?
A: The vault is managed by me through Enzyme. I control allocations but can’t withdraw funds to myself. All transactions are on-chain.
Q: What fees are there?
A: A small annual management fee (e.g., 1–2%) and optional performance fee. These are built into the vault contract and transparent.
Q: Can anyone join?
A: Yes — it’s permissionless. Anyone with a crypto wallet and USDC can join directly through Enzyme.
Q: How do I leave?
A: Return your $LOGOS to the vault contract via Enzyme’s interface and you’ll receive your share of the underlying assets.

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“Surely You’re Joking Fund is a contract that invests my money into the protocols I believe in. It auto-buys, auto-stakes, and auto-reinvests. It’s open and transparent, so anyone can join me by buying the same vault token. The contract takes a small fee for running the system.”

“I built this system for me. I invest in protocols that I believe will matter for decades, not weeks—specifically, things like Bitcoin, Ethereum, and the infrastructure that will underpin the next internet. I just wanted it to be automatic, transparent, and compounding. Once it was working for me, I made it an open smart contract so anyone can join me—same basket, same rules, no permission. It’s not a trading scheme, it’s just how I invest my own capital, in the open.”

$LOGOS is my on-chain investing system. I deposit USDC, the contract buys my target basket (BTC, ETH, WLD), stakes where it’s safe, and auto-reinvests. It’s open and transparent—if you want to allocate the same way, you can hold the same vault token. The contract charges a small on-chain fee to keep the machine running.

Why We Exist

I wanted a way to invest in the foundational protocols of the next internet—Bitcoin, Ethereum, and the rails we’ll all be building on decades from now—without constant management, guesswork, or hype-chasing.
So I built a single on-chain contract that does it for me.
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How It Works

Auto-buys the protocols I believe in.
Auto-stakes where it’s safe.
Auto-reinvests the yield back into the portfolio.
All on-chain, open, and fully transparent.
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