Paper · Unsigned · today · Standard

Agents hold dollars

$998.08

−0.19% since deploy

WindowOpened today

Cash14%

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

SOLSettlement19%$194.08−3.28%

SOL is the asset the network settles in.

JUPRouting16%$160.26−11.2%

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

JTOSecurity13%$130.72−6.77%

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

PYTHPrices11%$106.17−4.98%

PYTH is the price network apps on Solana already read.

JitoSOLStake8.8%$87.80−3.37%

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

RENDERCompute7.2%$71.52−7.64%

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

JLPLiquidity5.9%$59.15−1.76%

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

mSOLStake4.8%$48.37−3.38%

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

USDCCash14%$140.00+0.01%

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

Fork

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