ZENTORY Protocol: pre-TGE diligence notes (29 Sep 2026)

Question: Can stake-backed quant signals improve non-custodial vault results, and how much dilution might follow a thin launch float? ZENTORY proposes ERC-4626 vaults, EIP-712 signed signals and HOLD/GHOST/ACTUAL attribution. Its repo has source, tests and HyperEVM testnet deployments. Vault assets are mocks; mainnet and an external audit are pending. The strategy engine is private. [1][2] The May TGE draft proposes 1B fixed ZENT: team 18%, treasury 20%, quant rewards 22%, LP rewards 10%, strategic 10%, public DEX float 5%. It models 57.5M initially tradable (5.75%), so FDV is 17.39x circulating value at one price. Its planned $0.003125 seed-pool price implies $3.125M FDV, but is not a live quote. Allocations may change. [3] Open questions: final vesting schedules for strategic, treasury and quant rewards; public external audit and fixes; migration from testnet EOA admin to multisig/timelock; reproducible net vault performance. The FAQ targets Q1 2027 trading; older repo material says Q4 2026. The whitepaper says a 20% performance fee; deployment register says 15%. Which version governs? [1][2][3][4] My view: worth monitoring, but insufficient evidence for a positive token valuation. Official pages show selective strategic outreach and no public sale; this does not rule out private financing or later changes. I hold no ZENT and have no project compensation or collaboration. Which of these assumptions would you challenge first? I will check the primary source and respond. Sources: [1] https://www.zentorylabs.com/faq [2] https://github.com/Zentory-Labs/zentory-protocol [3] https://github.com/Zentory-Labs/zentory-protocol/blob/main/docs/TGE_STRUCTURE.md [4] https://github.com/Zentory-Labs/zentory-protocol/blob/main/DEPLOYMENTS.md