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CMQ_061predictionCryptogov-memecoin

Cuban proposed issuance of a US government-backed memecoin specifically to help reduce the United States' ~$37 trillion national debt.

Predictor: Mark Cuban

Prior probability
5.0%
Current probability
4.4%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-04-30 – 2027-12-31
Edges in / out
0 / 0
Tickers exposed
2

Prediction text

Cuban proposed issuance of a US government-backed memecoin specifically to help reduce the United States' ~$37 trillion national debt. | US tokenized-Treasury or stablecoin legislation

Key catalyst: US tokenized-Treasury or stablecoin legislation

Watch events: Tokenized-Treasury legislation; Fed stablecoin policy.

Resolution evidence

Status: pending

US national debt ~$37T as of 2026; $4T Treasury stablecoin / tokenized-Treasury thesis directionally adjacent.

Predictor: Mark Cuban

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Mark Cuban is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

1 prob_history rows
0%25%50%75%100%prior 5%2026-05-02
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 4.4%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 2 fired ✓ · 1 overdue ⏱ · 6 pending
  1. 2025-01-20hitCuban publicly proposes US Treasury memecoin to pay down national debt
    How: Mark Cuban X post / Yahoo Finance / Cointelegraph coverage: proposal that all coin-sale revenue routes to US Treasury to reduce ~$36-37T debt
    Source: https://cointelegraph.com/news/mark-cuban-memecoin-us-national-debtconf 95%
  2. 2025-01-20 → 2025-02-28overdueCuban walks back / disclaims serious intent ("of course I won't")
    How: Cuban X reply or interview clarifies he is not actually launching the coin; cited in Vice / Benzinga coverage
    Source: https://www.vice.com/en/article/billionaire-mark-cuban-thinks-a-meme-coin-will-help-us-national-debt/conf 70%
  3. 2025-07-18hitGENIUS Act enacted, channeling stablecoin reserves into T-bills (alternate path to thesis)
    How: Public Law signed; stablecoin issuers required to hold 1:1 liquid reserves (largely Treasuries); Treasury Secretary cites debt-service implications
    Source: https://en.wikipedia.org/wiki/GENIUS_Actconf 95%
  4. 2026-08-16pendingQ1 window check-in (25%)
  5. 2026-05-01 → 2027-06-30pendingTreasury or White House publicly explores tokenized-Treasury / sovereign coin concept
    How: Treasury Department, OMB, or White House Working Group on Digital Asset Markets issues paper, RFC, or pilot referencing direct US-government-backed token whose proceeds reduce debt or fund government operations
    Source: https://home.treasury.gov/news/press-releases/sb0435conf 30%
  6. 2026-12-02pendingQ2 window check-in (50%)
  7. 2026-06-01 → 2027-12-31pendingCongressional bill introduced for sovereign / agency-issued token tied to debt reduction
    How: Bill introduced in either chamber proposing US-government-issued token (memecoin, NFT, or branded digital asset) with proceeds earmarked to Treasury General Fund / debt servicing
    Source: https://www.congress.gov/bill/119th-congress/senate-bill/1582/textconf 20%
  8. 2027-03-20pendingQ3 window check-in (75%)
  9. 2027-01-01 → 2027-12-31pendingCascade: tokenized US debt instruments reach >=$50B market cap
    How: Aggregate market cap of tokenized Treasuries (BUIDL, ONDO, Franklin BENJI, Ethena USDtb-class) exceeds $50B per RWA.xyz / DefiLlama, validating policy-grade adoption
    Source: https://www.brookings.edu/articles/next-steps-for-genius-payment-stablecoins/conf 50%

No downstream cascades — this prediction is a leaf in the dependency graph.

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 4%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first
metadata_milestone_miss_sweep2026-05-02T22:07:21Z4.4%-0.6pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.044 blend=0.044 LLR=-0.142 κ=0.50 no_blend
Raw metadata
{
  "trf": 0.9952102044583334,
  "kappa": 0.5,
  "base_rate": null,
  "predictor": "Mark Cuban",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -2.9444389791664403,
  "bayes_factor": "1.2:1 against",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.05,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": false,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.35,
      "label": "Cuban walks back / disclaims serious intent (\"of course I won't\")",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.7,
      "source_url": null,
      "adjusted_llr": -0.14191278783785752,
      "expected_date": "2025-02-08",
      "measurement_criterion": "Cuban X reply or interview clarifies he is not actually launching the coin; cited in Vice / Benzinga coverage"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "prior_prob",
  "inside_weight": 0.3033528568791666,
  "outside_weight": 0.6966471431208334,
  "posterior_prob": 0.04367375494519147,
  "posterior_logit": -3.086351767004298,
  "predictor_brier": null,
  "inside_posterior": 0.04367375494519147,
  "blended_posterior": 0.04367375494519147,
  "reference_class_id": null,
  "total_adjusted_llr": -0.14191278783785752,
  "predictor_n_resolved": 0
}

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

No propagation data yet. Run inference/.venv/bin/python scripts/ops/run_loopy_belief_propagation.py on the droplet, or wait for the Sunday 02:00 UTC weekly cron.

Ticker exposure

2 ticker(s) linked

Adverse (2)

MAV

Prerequisites (0)

Predictions that must hit first
TypePredTitleDomainLag
No prerequisites

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.616polymarketUS x Cuba diplomatic meeting by May 31?100%mentionspending2026-05-21
0.610polymarketUS x Cuba diplomatic meeting by June 30?100%mentionspending2026-05-21
0.601polymarketWill the U.S. invade Cuba in 2026?21%mentionspending2026-01-04
0.595manifoldMana inflation protection bondsmentionspending2026-05-11
0.580polymarketMiguel Díaz-Canel out as leader of Cuba by December 31?60%mentionspending2026-01-05
0.580polymarketMiguel Díaz-Canel out as leader of Cuba by June 30?12%mentionspending2026-01-04
0.575gdeltmentionspending2026-04-30
0.559manifoldWill the US attack Cuba in the next 30 days?8%mentionspending2026-05-12
0.533polymarketEpstein suicide note released by May 31?14%mentionspending2026-04-30
0.528polymarketEpstein suicide note released by May 8?0%mentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "USG memecoin",
  "mode": "SPECULATION",
  "role": "Cited-Investor",
  "caveats": "Entirely hypothetical; no political traction as of April 2026.",
  "context": "Highly novel macroeconomic proposal blending digital-asset mechanics with sovereign-debt management.",
  "conv_cues": "proposed; speculative framing",
  "direction": "HAPPEN",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Cuban publicly proposes US Treasury memecoin to pay down national debt",
      "source": "https://cointelegraph.com/news/mark-cuban-memecoin-us-national-debt",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "expected_date": "2025-01-20",
      "observed_date": "2025-01-20",
      "research_origin": "deep_research",
      "measurement_criterion": "Mark Cuban X post / Yahoo Finance / Cointelegraph coverage: proposal that all coin-sale revenue routes to US Treasury to reduce ~$36-37T debt"
    },
    {
      "kind": "llm_pre_event",
      "label": "Cuban walks back / disclaims serious intent (\"of course I won't\")",
      "source": "https://www.vice.com/en/article/billionaire-mark-cuban-thinks-a-meme-coin-will-help-us-national-debt/",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2025-02-08",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2025-02-28",
        "from": "2025-01-20"
      },
      "measurement_criterion": "Cuban X reply or interview clarifies he is not actually launching the coin; cited in Vice / Benzinga coverage"
    },
    {
      "kind": "llm_pre_event",
      "label": "GENIUS Act enacted, channeling stablecoin reserves into T-bills (alternate path to thesis)",
      "source": "https://en.wikipedia.org/wiki/GENIUS_Act",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.95,
      "expected_date": "2025-07-18",
      "observed_date": "2025-07-18",
      "research_origin": "deep_research",
      "measurement_criterion": "Public Law signed; stablecoin issuers required to hold 1:1 liquid reserves (largely Treasuries); Treasury Secretary cites debt-service implications"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -6,
      "source_id": null,
      "expected_date": "2026-08-16",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Treasury or White House publicly explores tokenized-Treasury / sovereign coin concept",
      "source": "https://home.treasury.gov/news/press-releases/sb0435",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.3,
      "expected_date": "2026-11-29",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Treasury Department, OMB, or White House Working Group on Digital Asset Markets issues paper, RFC, or pilot referencing direct US-government-backed token whose proceeds reduce debt or fund government operations"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2026-12-02",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Congressional bill introduced for sovereign / agency-issued token tied to debt reduction",
      "source": "https://www.congress.gov/bill/119th-congress/senate-bill/1582/text",
      "status": "pending",
      "weight
... (truncated)