IMPORTANT - This is a draft direction for Gitcoin 3.0 => 3.2. Digest it, debate it, fork it, make changes. Nothing is official until ratified by @gitcoin governance. The post is for informational purposes only. Do not make any financial decisions based off this post.
Gitcoin 3.0 → 3.2 Summary
TLDR
Gitcoin 3.0 → 3.2 maps the evolution from a modular coordination platform to a Bittensor-inspired intelligence engine for capital allocation.
- 3.0 built the infrastructure for pluralistic, domain-driven funding.
- 3.1 focused on extracting and capturing value from Gitcoin’s unique signal (TEV) through GTC utility.
- 3.2 proposes an evolutionary arena where capital allocation strategies compete and improve under market pressure—accelerating the system’s intelligence.
Trendline Across 3.0 → 3.2
| Version | Focus | Meta-Shift |
|---|---|---|
| 3.0 | Modularity & Pluralism | Coordination of funding across problem domains. |
| 3.1 | Token Utility & Value Capture | Monetization of Gitcoin’s unique signal (TEV). |
| 3.2 | Evolutionary Intelligence | Continuous improvement via market-based selection of capital allocation strategies. |
Gitcoin 3.0: Modular Capital Allocation
- Shifted from monolithic QF to a pluralistic “Funding Festival” across specialized domains.
- Introduced Dedicated Domain Allocation (DDA) to tailor mechanisms to specific problem areas.
- Introduced Sensemaking szn for exploring what Ethereums biggest problems are.
- Ran a strategy sprint to define architecture, governance, and economic sustainability.
- Sunsetted Grants Stack & Labs to refocus on core Grants infrastructure.
Key Posts
- [GITCOIN 3.0] Network-First Funding Festival for Ethereum’s Biggest Problems
- [GITCOIN 3.0] Gitcoin Grants 3.0: Strategy Sprint
- [GITCOIN 3.0] Gitcoin Grants 3.0: Strategy Sprint [OWOCKI EDITION]
- [GITCOIN 3.0] Dedicated Domain Allocation should be GG’s Core Function
- [GITCOIN 3.0] Signals Protocol for Sensemaking
- [GITCOIN 3.0]
The Epistemological Tree of GG24 - Gitcoin 3.0: The Road to GG24
- [DRAFT] Core Technology Investments for Gitcoin 3.0 (GG24 Edition)
- Gitcoin Grants 24: Strategic Sense Making Framework
Gitcoin 3.1: TEV & GTC Utility Flywheel
- Defined Total Ecosystem Value (TEV) as the extractable alpha surfaced through community funding.
- Moved GTC from passive governance token to active value capture instrument (via staking, access, governance).
- Positioned Gitcoin to monetize signal via tokenized products, institutional APIs, and licensing.
Key Posts
Gitcoin 3.2: Bittensor-Inspired Evolutionary Arena
- Proposes turning Gitcoin into a Bittensor-style system for capital allocation, where competing strategies are tested, evaluated, and rewarded under market pressure.
- Introduces subnets focused on specific capital allocation domains (e.g., grants, investments, risk).
- Establishes a new consensus layer: Proof of Allocation Intelligence (PoAI), measuring success via metrics like value flowed, ROI, and community satisfaction.
- Builds synthetic capital markets for stress-testing strategies in sandboxed simulations before live deployment.
- Creates feedback loops where real-world results refine future strategies.
- Suggests a progressive learning system and potential token-layer alignment, possibly expanding GTC utility or launching a complementary token later.
Key Posts
Key Trajectory
Gitcoin is transforming from a funding festival (3.0) into a token-aligned capital allocator (3.1) and now into a TEV-generating intelligence engine (3.2), designed to:
- Evolve the most effective mechanisms via competition.
- Route funding with higher precision and credibility.
- Align GTC with the performance and success of the Gitcoin ecosystem.
In essence, Gitcoin 3.2 doesn’t just fund projects—it funds the future of funding itself, applying evolutionary pressure to capital allocation mechanisms the way Bittensor does to AI models.