Paper · Unsigned · today · Standard

Hardware under crypto AI

$998.37

−0.16% 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. HNT is Helium, a wireless network with hardware in the real world. 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 5 more · paper. Marked with Jupiter prices.

Holdings

SOLSettlement20%$199.57−3.28%

SOL is the asset the network settles in.

JUPRouting17%$169.80−11.2%

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

JTOSecurity14%$138.62−6.77%

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

PYTHPrices11%$112.50−4.98%

PYTH is the price network apps on Solana already read.

JitoSOLStake9.3%$92.99−3.37%

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

RENDERCompute7.6%$75.79−7.64%

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

HNTWireless6.9%$69.10−2.94%

HNT is Helium, a wireless network with hardware in the real world.

USDCCash14%$140.00+0.01%

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

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Thesis · GPU networks and wireless hardware are the physical layer for crypto AI