2025/10/08
1/ Announcing the first futarchy evaluation with tokenized stocks. Should @Tesla approve @elonmusk’s $1T compensation package? You can now bet on what $TSLA will be worth if the proposal is approved (YES) or rejected (NO). (Link in first comment.)
2/ Elon’s pay plan is one of the biggest governance bets in history: over $1 trillion in potential value. We’re letting traders put their money where their mouth is, revealing their judgment with skin in the game.
3/ Each market tracks $TSLA’s value conditional on the outcome: • YES → price if shareholders approve the 2025 CEO Performance Award • NO → price if they reject it The spread ≈ market-implied impact of the proposal. Current spread: ~+6.5% (+$28.93).
4/ Traders are betting on what $TSLA will be worth with or without the package. The price difference is the market’s verdict. Think it helps Tesla long-term? Buy YES (or sell NO). Think it hurts? Sell YES (or buy NO).
5/ We’re using TSLAon, the tokenized version of $TSLA by @OndoFinance. Conditional tokens run on @gnosisdao’s CTF framework: the same smart-contracts used by @Polymarket.
6/ YES and NO pools are @Uniswap markets on @ethereum, with @Kleros_io as oracle. Trading is fully decentralized, permissionless, and non-custodial.
7/ These markets are small compared to $TSLA, but the idea scales. We hope this pilot inspires @Tesla and others to adopt conditional markets for real-world decisions.
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