Paper · Unsigned · 45 days · Medium

Agents hold dollars

$756.25

−24.4% since deploy

24h−24.4%

7d−24.4%

Cash19%

This book is a plain reading of your take. SOL is the asset the network settles in. JUP is Jupiter, the main place a swap happens on Solana. JTO is tied to Jito, Solana's largest staking system. PYTH is the price network apps on Solana already read. JitoSOL is staked SOL. Same exposure, with staking rewards. RENDER pays for GPU compute, the physical side of an AI stack. JLP is Jupiter's liquidity token. It earns fees when people trade. mSOL is staked SOL from Marinade, so the yield is not one provider. USDC is 14% of the book, held as cash. No name is above 20%. Prices will move. Nothing here is a promised return.

Bought SOL, JUP, JTO and 6 more · paper. Marked with Jupiter prices.

Holdings

SOLSettlement17%$130.63−3.56%

SOL is the asset the network settles in.

Now 17% · target 19%

JUPRouting17%$127.92+3.43%

JUP is Jupiter, the main place a swap happens on Solana.

Now 17% · target 16%

JTOSecurity9.8%$73.93+0.52%

JTO is tied to Jito, Solana's largest staking system.

Now 9.8% · target 13%

PYTHPrices12%$87.80+4.85%

PYTH is the price network apps on Solana already read.

Now 12% · target 11%

JitoSOLStake7.9%$59.43−3.52%

JitoSOL is staked SOL. Same exposure, with staking rewards.

Now 7.9% · target 8.8%

RENDERCompute7.4%$56.01+0.05%

RENDER pays for GPU compute, the physical side of an AI stack.

JLPLiquidity6.3%$47.82−2.65%

JLP is Jupiter's liquidity token. It earns fees when people trade.

mSOLStake4.3%$32.77−3.60%

mSOL is staked SOL from Marinade, so the yield is not one provider.

Now 4.3% · target 4.8%

USDCCash19%$139.94−0.00%

USDC is cash, so the book is never fully invested.

Now 19% · target 14%

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Thesis · Onchain agents hold dollars, read prices, and swap without a person in the loop