A long-only, unlevered rotation of tokenized US equities on Solana. It holds a permanent Tesla core alongside a scored, high-conviction mega-cap rotation, entered and exited as spot swaps through the Jupiter aggregator. Every position is a real token in a single self-custodied wallet.
Most systematic equity books chase momentum or analyst consensus. Rotation deliberately overweights long-horizon conviction, then uses consensus and technicals as secondary confirmation - with a dip bonus and an extension penalty so a vertical name cannot sit at the top. The result is a low-turnover, high-conviction book that compounds a Tesla core while rotating a small slate of the strongest mega-caps.
Tesla is held as a permanent core, separate from the rotation and not scored. It also acts as a ratchet: every rotation trim routes a fixed share of proceeds into Tesla, so the core compounds each time a rotation winner is skimmed - up to a ceiling allocation. A layered take-profit ladder trims the core in stages, after which a trailing stop harvests the remainder.
A small number of rotating slots are filled by the highest-scoring names from a curated mega-cap universe - household large-cap, semiconductor, cloud, and crypto-adjacent leaders. Selection uses a composite score that overweights long-horizon conviction, with a hysteresis band to prevent churn and only one swap per cycle.
Each candidate is scored across three layers plus adjustments. Visionary and consensus upside are normalized across the universe, so the score reflects relative upside rather than an absolute number.
Long-horizon conviction price targets (ARK / InvestAnswers style), operator-set and version-tracked. This layer carries the most weight in the composite.
Mean analyst target refreshed daily from yfinance, with an Alpha Vantage fallback. Used as confirmation, not the primary driver.
Trend, momentum, and distance-above-trend measures drawn from intraday candles.
A small positive adjustment rewards a name trading below its moving average while conviction stays high; an extension penalty docks names that are overbought or far above trend, so a vertical name cannot sit at the top.
The top names by composite fill the slots. A hysteresis band protects incumbents, so a benched name must beat the weakest holder by a meaningful margin to displace it, and only one swap happens per cycle. When a rotation occurs the outgoing name is closed and banked; nothing is averaged into the new name.
Every position averages down through a pre-computed, multi-level dip-buy ladder. The seed fills at entry; progressively deeper levels fill on pullbacks, front-loading conviction into the seed and weighting the tail lightly. The ladder is bounded to a reachable drawdown so reserve capital fills in a normal correction.
A band-based rebalancer runs on weekdays during market hours. Each slot has a target weight proportional to its composite, plus a tolerance band; within band it does nothing. Overweights are trimmed, feeding underweight laggards and the Tesla skim. A trend gate blocks adds to names still falling.
The strategy trades on Solana mainnet - the live and only venue. Positions are tokenized US equities held as spot tokens in one Solana wallet, priced and quoted in USDC. Two instrument families are used: Backed Finance xStocks (Token-2022) and Ondo-wrapped equities where no xStock exists. There are no perpetual contracts and no leverage.
All swaps route through the Jupiter aggregator using its Ultra endpoints - the same routing the public Jupiter interface uses. Ultra aggregates RFQ market makers and on-chain AMM liquidity and manages slippage dynamically, so a thin name that fails on a narrow fixed-slippage endpoint can still be quoted through Ultra's broader coverage.
Positions are real tokens self-custodied in a single Solana wallet, priced in USDC. There is no exchange account and no margin. The internal book is reconciled against actual wallet balances on a schedule, and true wallet value is snapshotted at live Jupiter marks.
Spot only - no margin, no liquidation. The strategy's market risk is the spot price of the held tokens. The live book is 100% long across the Tesla core and the rotation; there are no short sleeves.
A zone-aware stop closes a position below its deepest filled dip-buy level by a buffer, giving the ladder room to fill before any exit. A cooldown blacklists a name after it is stopped out to prevent immediate re-entry.
Opens, reduces, and closes route to the venue first and abort without writing a phantom fill if the venue rejects the order - a fix introduced after a book-corruption incident.
Every order's price impact is checked before signing and rejected if it exceeds a configured ceiling. On an unlevered spot book, this guard and the trade window are the primary protection against poor fills.
Orders are gated to a US-market window that skips the volatile first hour after the open, where off-hours spreads are punitive. Quote retries are confined to the pre-signing step, so a retry cannot double-execute.
A halt can stop new entries while leaving take-profit, stop-loss, and trailing exits active. A worker heartbeat surfaces a frozen process, and categorized Telegram alerts cover fills, rejects, and failures.
Because the system holds real tokens, performance is reported against the live wallet rather than a simulated book - realized and unrealized P&L, win rate, per-position drift between book and chain, and on-chain wallet value priced at live Jupiter quotes. Figures are point-in-time and move with the market. No Sharpe or drawdown figure is asserted here; the strategy should be judged on risk-adjusted return over a full cycle, not on an early streak.
The book concentrates in a Tesla core and a small stock rotation. This is deliberate, but it means idiosyncratic single-name risk is high.
Tokenized equities carry issuer, custody, smart-contract, and on-chain liquidity risk distinct from a traditional brokerage. A thin name can be untradeable automatically at some moments even when it is quotable by hand; such a name is diagnosed and, if it has no reliable on-chain route at the strategy's sizes, held manually rather than forced.
The scoring and rebalancing are probabilistic edges, not guarantees. Quiet stretches with no trades are normal for a band-gated, low-turnover book.
Win rate and realized P&L should be read with care while the system is young. Until a losing exit occurs, realized win rate reflects only profitable trims and is not a measure of strategy quality. Do not commit capital you cannot afford to lose.
A long-only, unlevered rotation of tokenized US equities, self-custodied and traded spot via Jupiter. Follow on Twitter for updates.
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