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The @turbine_cash community-initiated $ZKFG $200k Buyback decision market is a clean example of how TWAP thresholds filter proposals that fail to attract sustained conviction, even when the market was slightly Pro-Pass.
Total volume was $450,025 across 925 trades from 21 unique wallets.
Economically, alignment was split: 49.90% of volume was Pass-aligned (Pass-Buy + Fail-Sell) versus 50.10% Fail-aligned (Pass-Sell + Fail-Buy). However, 14 of 21 wallets ended up net Fail-aligned, and the proposal failed to clear the required +1.5% TWAP pass threshold, resulting in rejection.
Participation was concentrated:
Trader GZFj...SB7X:
▪️ 380 trades (41.08% of all trades)
▪️ $133,839.63 volume (29.74% of total volume)
▪️ Traded Fail-Buy, with minor Pass-Sell
▪️ Net Fail-aligned
▪️ Ended with $128,239.63 of Fail exposure
This high-frequency trader applied sustained Fail pressure throughout TWAP and was the single largest contributor to Pass failing to clear the threshold.
Trader 8YHN...ktz5:
▪️ 209 trades (22.59% of all trades)
▪️ $68,738.77 volume (15.27% of total volume)
▪️ New Pass-aligned
▪️ Ended with $32,611.07 of Pass exposure
Trader wuNP...hv2V:
▪️ 16 trades (1.73% of all trades)
▪️ $64,633.30 volume (14.36% of total volume )
▪️ Almost entirely Fail-Sell
▪️ Net Pass-aligned
▪️ Ended with $64,633.30 of Pass exposure
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