Paper · Unsigned · 45 days · Medium

Agents route the liquidity

$762.78

−23.7% since deploy

24h−23.7%

7d−23.7%

Cash18%

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. RAY is Raydium, a core Solana exchange. JLP is Jupiter's liquidity token. It earns fees when people trade. 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%

JTOSecurity9.7%$73.93+0.52%

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

Now 9.7% · target 13%

PYTHPrices12%$87.80+4.85%

PYTH is the price network apps on Solana already read.

Now 12% · target 11%

JitoSOLStake7.8%$59.43−3.52%

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

Now 7.8% · target 8.8%

RENDERCompute7.3%$56.01+0.05%

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

RAYExchange6.3%$47.93−2.26%

RAY is Raydium, a core Solana exchange.

JLPLiquidity5.1%$39.17−2.65%

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

USDCCash18%$139.94−0.00%

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

Now 18% · target 14%

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Thesis · AI agents route liquidity through the Solana DeFi stack