Solana Plumbing

Own the protocols everything else is built on, not the apps. Near equal weight.

CryptoRebalanced monthlyv1

Backtested return

+8.46%

This basket +8.46%S&P 500 +13.17%

CAGR: +8.5%
Volatility: 83.5%
Max drawdown: -59.6%
Sharpe: 0.46
Best day: +30.3%
Worst day: -20.0%

Allocation

11 assets

JUP

Jupiter · Crypto

$0.2743

-2.05% 24h

Allocation

10.0%

-19.1% 30d

JTO

JITO · Crypto

$0.4290

+2.24% 24h

Allocation

9.0%

-30.8% 30d

JitoSOL

Jito Staked SOL · Staked SOL

$130.26

-1.45% 24h

Allocation

9.0%

-17.4% 30d

KMNO

Kamino · Crypto

$0.0416

-1.42% 24h

Allocation

9.0%

-13.4% 30d

RAY

Raydium · Crypto

$1.80

-2.39% 24h

Allocation

9.0%

-13.2% 30d

ORCA

Orca · Crypto

$1.65

-1.65% 24h

Allocation

9.0%

+1.6% 30d

MET

Meteora · Crypto

$0.3145

+0.10% 24h

Allocation

9.0%

-10.3% 30d

CLOUD

Sanctum · Crypto

$0.0485

-1.24% 24h

Allocation

9.0%

-26.8% 30d

Backpack · Crypto

$0.9752

-1.06% 24h

Allocation

9.0%

-27.4% 30d

ARX

Arcium · Crypto

$0.2268

+10.28% 24h

Allocation

9.0%

+1.8% 30d

PYTH

Pyth Network · Crypto

$0.0732

-1.31% 24h

Allocation

9.0%

-9.8% 30d

About this basket

Liquidity, staking, lending, oracles and execution. If Solana activity grows, these collect fees on it regardless of which app wins.

Near equal weights on purpose: no single protocol decides the outcome.

Risks

Governance tokens with uneven fee capture.
Several legs have under $1M of on-chain liquidity; large orders will see price impact.

Versions

v1
Launched
Sep 27, 2026

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