TLDR

This proposal initiates a weighted vote to determine if and how the DAO should fund the development and legal structuring of the RCM Protocol.

The RCM Protocol turns XMAQUINA into a revenue generating, continuously capitalizing organization. It enables onchain public auctions for asset specific SPVs holding equity in robotics companies and introduces SubDAO Tokens, tradable DEUS paired assets that allow onchain participants to trade around sentiment and market interest in individual robotics companies, through structures anchored to real world exposure, creating liquid markets for one of the most sought after asset classes.

Read the RCM Protocol blog for all the details here: https://www.xmaquina.io/blog/introducing-the-rcm-protocol

Strategic Context

XMAQUINA was created to open access to the robotics capital markets. Since early 2024, the DAO has raised over $10M through five public auctions and secured equity positions in five of the most important companies in humanoid robotics. Treasury deployment is ongoing, with many opportunities on the horizon. The DAO’s thesis is playing out as early entries show strong performance and the category continues to gain traction, move into commercialization, and attract increasing institutional capital.

The robotics sector is becoming one of the most sought-after asset classes in the world. Capital is flooding in. Valuations are accelerating. But access is still completely gated.

RCM opens that market.

It brings verified robotics equity onchain through SPVs and tradable SubDAO Tokens. Each token is asset specific, paired against DEUS, and tradable 24/7. Every trade generates protocol fees that flow to the DAO treasury and can be used for more equity acquisitions, DEUS buybacks and staking incentives.

If executed correctly, RCM can drive massive volume, deep liquidity, and recurring revenue for the DAO. The robotics era is just beginning. Demand will keep growing through 2026 and beyond. XMAQUINA is in the best position to capture it by giving the world the first liquid market for real-world robotics exposure.

Other protocols like Pump fun have shown what attention-driven trading can do with no underlying assets. RCM goes further. It channels that speculative energy into an asset class anchored by equity in embodied AI.

This is the moment to build the rails.

Funding Background

The latest Community Auction took place on January 8th, 2026, as authorized in Proposal XMQ-02. The auction brought the DAO to $10M raised across all public auctions and successfully distributed a significant portion of the approved DEUS allocation from the “Genesis Auction” token supply.

The proposal allowed for up to 110,000,000 DEUS to be sold, but the auction was closed early in response to rising community sensitivity around the perceived extension of the sale size. While the structure was fully aligned with the approved proposal, confusion from newer participants and lack of due diligence led to misinterpretation. To preserve long-term trust and avoid unnecessary friction, the Northstar Council chose not to extend the sale further and closed it after raising over $3.25M in under 30 minutes.

As a result, 49,535,040 DEUS from the approved sale allocation remained unsold. As outlined in XMQ-02, all remaining tokens roll into the “Liquidity & Adoption” pool. A portion of this supply can now be considered for a follow-on raise to fund the development and legal structuring of the RCM Protocol.

Rather than rely solely on treasury reserves or private deals, the DAO can now vote on how best to fund this next phase using the available assets. The following section outlines four possible paths forward.

Voting Options

This is a weighted vote. DAO members may allocate voting power across any of the four funding options. The path with the highest weighted total will be executed.

The funding requirement for the RCM Protocol is $1M, covering legal structuring, smart contract development, platform buildout, and go-to-market execution.

Unlike prior community auctions where 92% of proceeds were allocated to the DAO treasury for acquiring equity in robotics companies and 8% toward DAO operations, all proceeds in this case would be directed specifically toward the development and legal implementation of the RCM Protocol. All remaining DEUS not required to meet the target would remain in the “Liquidity & Adoption” pool to support broader ecosystem growth.

Option 1: RCM Protocol Auction

Conduct a dedicated DEUS auction to raise $1M. A fixed allocation of 20,000,000 DEUS (2% of total supply) will be drawn from the unutilized supply approved in XMQ-02 and currently held in the Liquidity & Adoption pool.

The auction will follow the exact same terms as the latest Community Auction, priced at a $60 million FDV, honouring the Genesis OG and Whale Bonus reward tiers.

Token Allocation: 20,000,000 DEUS (2%) USDC Allocation: 0 USDC

Option 2: RCM Protocol Private Raise

Allocate 20,000,000 DEUS (2% of total supply) to a dedicated RCM Protocol bucket. The Northstar Council may use these tokens to fundraise privately with strategic or institutional participants via OTC agreements or SAFTs.

Token Allocation: 20,000,000 DEUS (2%) USDC Allocation: 0 USDC

Option 3: DAO Treasury USDC

Allocate $1,000,000 USDC from the DAO’s existing treasury to fund the RCM Protocol. This approach uses capital that could otherwise be deployed into top robotics companies and does not make use of the unallocated DEUS from the Genesis Auction supply.

DEUS Allocation: 0 DEUS USDC Allocation (DAO Treasury) : 1,000,000 USDC

Option 4: Decline Funding

Do not allocate funds to the RCM Protocol at this time. The DAO will continue operating under its current treasury model, and any unallocated DEUS from the Genesis Auction supply will remain in the Liquidity & Adoption pool for future DAO initiatives or ecosystem growth. A revised proposal may be submitted during a subsequent governance cycle.

Token Allocation: 0 DEUS USDC Allocation: 0 USDC

Use of Funds

The $1,000,000 allocation will cover: -Legal structuring & SPV framework: $400,000 -Smart contract development & audits: $250,000 -Platform development (Trading interfaces, tooling): $150,000 -Operations: $100,000 -Go-To-Market Campaigns: $100,000

Northstar Council & Founding Members Recommendation

The Northstar Council and founding members believe that Option 1 and Option 2 are the strongest paths to maximize XMAQUINA’s long-term success and strategic value.

The DAO has a strong pipeline of deals, including Sunday Robotics, Field AI, Physical Intelligence, and is conducting due diligence on additional opportunities in China. These initiatives could meaningfully contribute to the DAO’s strategic positioning and growth.

This recommendation is advisory only; all DAO members retain full voting rights to select the option they consider most appropriate.

Execution Process

The Northstar Council will execute the winning option immediately following the vote. Key steps:

-Raise Allocation: Execute raise and direct proceeds to RCM Protocol development and legal structuring. -Development & Launch: Complete legal setup, smart contracts, platform buildout, and go-to-market campaigns. -Reporting: Provide regular updates to the DAO on development milestones.

Legal Disclosure

All mechanisms, structures, and features described in the RCM Protocol are subject to change based on ongoing technical, legal, and community review. SubDAO Tokens do not represent equity, ownership, or any legal claim on underlying assets. They confer no rights to dividends or redemption. They allow onchain participants to trade sentiment around individual robotics assets, anchored by real-world equity positions held in dedicated SPVs. Any value they accrue is entirely market-driven and may not reflect the valuation or performance of the associated SPVs or companies.

— The Northstar Council