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Protocol Overview

Settled is a prediction market protocol for crypto funding rates, built on Solana. Users trade binary YES/NO shares on whether a perpetual futures funding rate will be positive at settlement time. All trading, settlement, and payouts happen on-chain.

End-to-End Flow

┌──────────┐    create     ┌──────────┐    trade     ┌──────────┐
│ Oracle │─────────────▶│ Market │◀───────────▶│ User │
│ Daemon │ │ (on-chain)│ │ Wallet │
└──────────┘ └──────────┘ └──────────┘

resolve (permissionless)


┌──────────┐
│ Resolved │
│ Market │
└──────────┘

claim (permissionless)


┌──────────┐
│ USDC │
│ Payout │
└──────────┘

1. Market Creation

The oracle daemon creates markets based on upcoming funding rate settlement times across exchanges (Binance, Bybit, OKX, etc.). Each market is a binary question:

"Will BTCUSDT funding rate on Binance at 2026-03-19 16:00 UTC be positive?"

On-chain, this creates:

  • A MarketState PDA storing LMSR state, timestamps, and outcome
  • A YES token mint (Token-2022 with on-chain metadata)
  • A NO token mint (Token-2022 with on-chain metadata)

Market creation is centralized by design — Settled chooses which markets to list based on exchange data and the OU pricing model.

2. Trading

Users buy and sell YES/NO shares using USDC. Prices are determined by the LMSR market maker — there is no order book.

  • Buying transfers USDC to the vault and mints YES or NO tokens to the user's wallet
  • Selling burns the user's tokens and transfers USDC back from the vault

Shares are real SPL tokens (Token-2022). They appear in wallets like Phantom and Solflare, and can be transferred or traded on any DEX.

3. Resolution

When the settlement time arrives, anyone can resolve the market by submitting a Switchboard oracle proof. No authority key is needed — the cryptographic proof from Switchboard IS the authorization.

The on-chain program:

  1. Verifies the secp256k1 signature (Switchboard oracle proof)
  2. Extracts the funding rate value from the signed message
  3. Determines outcome: rate > 0 → YES wins, rate ≤ 0 → NO wins
  4. Updates market status to Resolved

See Permissionless Resolution for details.

4. Claims

After resolution, holders of winning tokens burn them to receive USDC. This is fully trustless — the program checks that the market is resolved, burns the winning tokens, and transfers the payout. No authority involved.

Market Lifecycle

pending → open → closed → resolving → settled
→ voided
StatusDescription
pendingCreated by scheduler, not yet tradeable
openTrading is live
closedTrading stops 5 minutes before settlement
resolvingOracle proof submitted, awaiting confirmation
settledOutcome confirmed, winners can claim USDC
voidedInsufficient oracle data, all positions refunded at cost

Key Properties

PropertyImplementation
USDC custodyProgram-controlled vault on Solana (not a hot wallet)
AMM pricingLMSR with on-chain fixed-point arithmetic
PositionsReal SPL tokens (Token-2022) visible in any wallet
ResolutionPermissionless via Switchboard oracle proof
ClaimsBurn winning tokens → receive USDC, no authority needed
Data availabilityMarket question, exchange, settlement time — all on-chain metadata

What Stays Centralized

ComponentReason
Market creationSettled chooses markets based on its data moat (OU model, 9.4M+ historical settlements)
Token image renderingDynamic images from the API server (all data available on-chain as fallback)
Frontendsettled.pro is the official app — anyone can build against the on-chain data

Solana Program

Program ID: 7rLM8d27AgkbFjQfJJpHzD4A5pMttD7PzMrqDiMNf7AW

The program has 24 instructions grouped into Admin, Market Lifecycle, Trading, and Vault operations. See On-Chain Program for the full reference.