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CaratShares

An on-chain standard for fractional ownership of investment-grade coloured gemstones.

Draft v0.9 · living document
AuthorAlex Chubuk
Contactalex@caratshares.com
DateQ3 2026
Reference implementationBase Sepolia (testnet)

Coloured gemstones are a ~$25B/year trade with no continuous price, no fractional access, and no atomic settlement. This paper specifies a minimal on-chain standard that supplies all three: per-stone fractional tokens ("Facets"), primary issuance at an appraised value ("First Light Offering"), a stablecoin-settled order book, and contract-enforced governance up to and including physical redemption of the stone. A complete reference implementation is live on Base Sepolia; parameters below are quoted directly from the deployed contracts.

01Problem

Every major store of value has acquired market infrastructure — bonds trade electronically at T+0, diamonds price against the Rapaport grid, real estate fractionalised through REITs, art through auction indices and fractional platforms, gold through ETFs and on-chain wrappers. Coloured gemstones acquired none of it: stones change hands in private rooms, priced by reputation. Three barriers were responsible — identification (no reproducible way to verify a stone's identity), custody (no industrialised insured storage for unique items), and settlement (no atomic pay-and-own between strangers). All three have fallen in the last decade: laboratories (GIA, SSEF, Gübelin, AGL, GRS) issue reproducible, QR-verifiable reports; bonded vaults industrialised unique-item custody; programmable blockchains made delivery-versus-payment atomic.

02Design principles

03System architecture

Three contracts (Solidity 0.8.24, OpenZeppelin base, reentrancy-guarded):

ContractTypeRole
StoneVaulthubListing, FLO issuance, order book, fee accounting, sale votes, squeeze-out escrow, redemption. Sole authority for force-moves and burns.
StoneFractionalERC-20 ×NOne contract per stone. Whole-unit Facets (decimals = 0); full supply minted to the vault at listing; fixed forever.
StoneCertificateERC-721One custody certificate per stone (CCERT), carrying lab-report metadata. Held by the vault until redemption, then force-transferred to the redeeming holder.

Settlement is in a 6-decimal USD stablecoin. The reference deployment uses a mock USDC on testnet; the mainnet target is native USDC on Base.

04Asset lifecycle

Listing

The operator lists a stone with its appraised NAV, total facet count, and lab-report reference. The vault deploys the stone's Facet contract, mints the full supply to itself, and mints the certificate NFT.

First Light Offering (FLO)

Primary issuance at a fixed, NAV-anchored price per facet, time-bounded. Buyers pay stablecoin; a 5% listing fee accrues to the platform pool and the remainder is earmarked as FLO proceeds funding the operator's acquisition and custody of the underlying stone. Unsold facets remain in the vault after the window closes.

Secondary market

A fully on-chain order book per stone. Posting a sell order locks the maker's facets in the vault; posting a buy order locks the stablecoin. Fills settle atomically — facets-versus-payment in one transaction — with a 1.5% taker fee. Orders cancel any time, returning the locked side in full.

Exit paths

Three contract-enforced exits: a collective sale vote, a majority squeeze-out (§06), and physical redemption — a 100% holder requests delivery; the vault burns the supply, force-transfers the certificate NFT to the holder, charges a 2% logistics fee, and ships the stone.

05Valuation methodology

NAV is set by accredited gemmological appraisal and written on-chain by the operator; every revision emits NAVUpdated. Per-facet value is simply NAV divided by the fixed facet count. The contract keeps a high-water mark: a performance fee accrues only on appreciation above the previous maximum NAV, and downward revisions never charge — the standard asymmetry of fund accounting, enforced in code rather than by policy.

Roadmap note. In the reference deployment NAV updates are operator-signed. The mainnet design routes appraisals through a multi-signature of independent laboratories/appraisers — part of the audit scope funded by the pre-seed round.

06Governance

MechanismParameters (from contract)Minority protection
Sale vote initiate ≥5% · pass ≥30% YES · 30-day window · max 1/year Gates spam votes; one facet = one vote, weight snapshotted at cast.
Squeeze-out threshold ≥75% · price = NAV +15% · 7-day cooling · escrow claim 365 days During cooling, the minority can challenge (if the squeezer drops below 75%) or trigger a defensive sale vote. Payouts sit in escrow a full year.
Redemption requires 100% of facets · 2% fee Only possible when no minority exists by construction.

The squeeze-out mirrors Delaware §253 short-form merger economics: a supermajority can consolidate, but only at a premium to appraised value, with a challenge window and a long claim period so no holder can be quietly diluted or timed out.

07Fee schedule

FeeRateCharged onCash or accrual
Listing5.0%each FLO purchasecash into pool
Trading1.5%every order-book fill (taker)cash into pool
Performance15%NAV appreciation above HWMaccrual (claim on future cash)
Custody2% p.a.NAV, time-weighted, continuousaccrual
Redemption2.0%NAV at physical deliverycash

Withdrawals are double-gated: the operator can withdraw at most the accrued counter and at most what is physically free in the vault after FLO-proceeds earmarks and open-order escrow — holder collateral can never fund fees.

Principal listings and origination spread

Beyond fees, the operator may list stones it owns: illiquid, high-value inventory acquired at wholesale discounts and issued at independently appraised NAV. The spread between acquisition cost and appraised value is the platform's origination margin — the same economics that drive Masterworks' sourcing model, here settled on-chain. The market is two-sided by design: for dealers, the FLO converts inventory that takes years to place into liquidity in weeks, with the stone delivered into bonded custody before issuance opens.

Conflict guardrails. Principal listings are disclosed as such; NAV is set by accredited laboratory appraisal (appraiser multisig on the mainnet roadmap), never by the operator's trading desk; and the performance fee accrues only above the high-water mark, so a markdown never generates platform revenue.

08Custody chain

Each listed stone maps to one certificate NFT carrying the laboratory report reference (lab + report number resolve to the issuing laboratory's public verification service). The physical stone sits in insured bonded storage; the certificate never leaves the vault contract except at redemption, when code — not paperwork — transfers it with the burn. The target custody partner for mainnet is a Geneva Free Port bonded facility with all-risk insurance; securing that partnership (with a signed LOI) is an explicit line item of the pre-seed budget.

09Regulatory thesis

Tokenised real-world assets are crystallising into regulated categories — MiCA in the EU, FIT21-era frameworks in the US. CaratShares is structured for that world rather than around it: a Cayman issuer with a Swiss operating company (target structure), exchange-grade KYC/AML at onboarding (Sumsub/Onfido integration budgeted), and an asset class — physical collectibles with lab-verified identity — that sits closer to titled goods than to securities in most analyses. Jurisdiction-specific legal opinions are part of the pre-seed legal budget; this section will be superseded by counsel-reviewed language in v1.0.

10Status and roadmap

11Risk factors

Smart-contract risk (mitigated by audit before mainnet), appraisal subjectivity (mitigated by multi-lab NAV signing and the HWM asymmetry), custody counterparty risk (mitigated by bonded insured storage and the certificate binding), liquidity risk inherent to unique assets (mitigated by fixed supply, NAV anchoring, and enforceable exits), and regulatory reclassification risk (addressed by the compliance-first structure above). A fuller risk annex will accompany v1.0.