Paper · Unsigned · 45 days · Medium

Agents settle on Solana

$754.49

−24.6% since deploy

24h−24.6%

7d−24.6%

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. 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 4 more · paper. Marked with Jupiter prices.

Holdings

SOLSettlement18%$134.33−3.56%

SOL is the asset the network settles in.

Now 18% · target 20%

JUPRouting19%$146.20+3.43%

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

Now 19% · target 18%

JTOSecurity11%$84.55+0.52%

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

Now 11% · target 15%

PYTHPrices13%$100.32+4.85%

PYTH is the price network apps on Solana already read.

Now 13% · target 12%

JitoSOLStake9.2%$69.35−3.52%

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

Now 9.2% · target 10%

RENDERCompute11%$79.79+0.05%

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

USDCCash19%$139.94−0.00%

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

Now 19% · target 14%

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Thesis · AI agents will settle and pay each other on Solana