P2P.me Apologizes for Polymarket Trading, Pledges Profits to MetaDAO and New Prediction-Market Policy
P2P.me team publicly admitted that the on-chain betting account “P2P Team” on Polymarket belongs to them, and apologized for the incident. They said that before the fundraising launch, they used foundation funds to bet that they could raise over $6M, relying only on a verbal Multicoin commitment of $3M and without signing any written terms or guarantees. P2P.me later claimed they raised $5.2M, all from external independent investors.
The team acknowledged that trading with outcomes they could influence undermined trust, and that not disclosing details and the ensuing account “mute” criticism were mistakes. They stated that all profits from Polymarket positions will be reinjected into the project’s MetaDAO treasury. They also plan to clear all positions within hours and are drafting a formal company policy for future prediction-market trading.
The core issue for traders is governance and compliance in prediction markets: what happens when a participant can shape information and then trade it, versus transparent controls and enforced disclosure on Polymarket.
Neutral
这是一起围绕预测市场（Polymarket）参与者合规与信息披露的“自我纠错/整改”事件。P2P.me承认相关链上账户归属、解释募资与交易背景，并承诺将预测市场交易利润回流MetaDAO，同时清算仓位并制定未来交易政策。这类公告通常不会直接改变主流币种基本面，因此短期对BTC/ETH等缺乏方向性冲击；但对预测市场板块的情绪会形成约束：若市场认为治理更严格，可能降低继续交易同类风险敞口的溢价，带来边际稳定。
从短期看，因事件涉及“可能影响结果后交易”的质疑，市场可能出现波动或观望，交易量与流动性存在短期降温风险；P2P.me的清算承诺可能进一步引发短时头寸调整。
从长期看，若新政策落实并强化披露与风控，类似“治理补丁”往往能修复部分信任缺口，提高预测市场的可持续性。类似历史上交易所/平台对合规争议的整改（例如交易规则与风控披露升级）通常先引发情绪波动，随后逐步回归更稳定的风险定价。总体因此判断为neutral。