Paper · Unsigned · 30 days · Low

Staked SOL and quiet yield beat the

$815.69

−18.4% since deploy

24h−18.4%

7d−18.4%

Cash22%

This book is a plain reading of your take. JitoSOL is staked SOL. Same exposure, with staking rewards. mSOL is staked SOL from Marinade, so the yield is not one provider. SOL is the asset the network settles in. JLP is Jupiter's liquidity token. It earns fees when people trade. PYTH is the price network apps on Solana already read. JUP is Jupiter, the main place a swap happens on Solana. USDC is 18% of the book, held as cash. No name is above 20%. The read stayed conservative.

Bought JitoSOL, mSOL, SOL and 4 more · paper. Marked with Jupiter prices.

Holdings

JitoSOLStake18%$148.88−3.52%

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

Now 18% · target 20%

mSOLStake16%$129.34−3.60%

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

Now 16% · target 17%

SOLSettlement13%$105.77−3.56%

SOL is the asset the network settles in.

Now 13% · target 14%

JLPLiquidity12%$98.81−2.65%

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

PYTHPrices9.9%$80.42+4.85%

PYTH is the price network apps on Solana already read.

JUPRouting8.9%$72.52+3.43%

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

USDCCash22%$179.94−0.00%

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

Now 22% · target 18%

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Thesis · Staked SOL and quiet yield beat the noise this year.