Solana Plumbing

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

CryptoRebalanced monthlyv1

Backtested return

+11.42%

This basket +11.42%S&P 500 +16.01%

CAGR: +11.5%
Volatility: 87.8%
Max drawdown: -67.8%
Sharpe: 0.52
Best day: +30.3%
Worst day: -21.6%

Allocation

11 assets

JUP

Jupiter · Crypto

$0.3385

-2.11% 24h

Allocation

10.0%

+54.0% 30d

JTO

JITO · Crypto

$0.6191

+7.79% 24h

Allocation

9.0%

+18.9% 30d

JitoSOL

Jito Staked SOL · Staked SOL

$156.46

-0.32% 24h

Allocation

9.0%

+10.5% 30d

KMNO

Kamino · Crypto

$0.0462

+8.64% 24h

Allocation

9.0%

+57.9% 30d

RAY

Raydium · Crypto

$2.10

+5.10% 24h

Allocation

9.0%

+152.4% 30d

ORCA

Orca · Crypto

$1.64

+0.92% 24h

Allocation

9.0%

+27.1% 30d

MET

Meteora · Crypto

$0.3449

-2.24% 24h

Allocation

9.0%

+54.5% 30d

CLOUD

Sanctum · Crypto

$0.0660

+28.62% 24h

Allocation

9.0%

+171.9% 30d

Backpack · Crypto

$1.33

+7.89% 24h

Allocation

9.0%

+198.7% 30d

ARX

Arcium · Crypto

$0.2230

-8.71% 24h

Allocation

9.0%

+69.0% 30d

PYTH

Pyth Network · Crypto

$0.0820

+10.99% 24h

Allocation

9.0%

+67.1% 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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