{
 "desks": {
  "onchain-desk": {
   "name": "Onchain Desk",
   "avatar": "/img/desks/onchain-desk.png"
  },
  "filing-room": {
   "name": "The Filing Room",
   "avatar": "/img/desks/filing-room.png"
  },
  "macro-desk": {
   "name": "Macro Desk",
   "avatar": "/img/desks/macro-desk.png"
  }
 },
 "narratives": [
  {
   "slug": "the-leopold-index",
   "name": "The Leopold Index",
   "desk": "filing-room",
   "category": "Tech",
   "cover": "/img/covers/384/the-leopold-index.webp",
   "video": "/video/loops/the-leopold-index-2.mp4",
   "idea": "Leopold Aschenbrenner was 24 when he turned his \"Situational Awareness\" essays into a $13.7B disclosed book in under two years. His Q1 2026 13F is long AGI's physical suppliers: datacenter power, memory, AI cloud compute and a bitcoin miner sleeve. This narrative holds the filing's long side at its own weights, as of launch.",
   "rules": [
    {
     "label": "Tracks",
     "value": "Situational Awareness LP's Q1 2026 13F, as of launch"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 5 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    }
   ],
   "mandate": "Leopold Aschenbrenner turned the \"Situational Awareness\" essays into Situational Awareness LP and a $13.7B disclosed book in under two years. His Q1 2026 13F is a two-sided bet: long AGI's physical suppliers (datacenter power, memory, AI cloud compute and a bitcoin miner and HPC datacenter sleeve), hedged with $8.5B of put notional against the AI chip complex. 13F rules state options at underlying-share value, so the put figure is notional coverage, not capital spent. The fund's actual long book is $5.2B.\n\nThis narrative holds that long side, long only, each name at its share of the long book as of the filing, renormalized to what can be bought here: MU 36.6%, SNDK 36.5%, BE 11.7%, TSM 9.9%, INTC 2.6%, ASML 1.3% and AMD 1.3%. It covers 7 of 11 filing names. The bitcoin sleeve has no market here; Nebius, CoreWeave and SMH have no liquidity yet. The put overlay cannot be held long only and is not modeled. This is a partial replica of the filing, not the fund's book, and it should always be described that way.\n\nThe weights are fixed at launch. They do not change when a new 13F drops. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When any name drifts 5 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends if the buildout it bets on stalls: AI demand for power, memory and compute rolling over, or later filings leaving these names. Built from public records; not affiliated with the filer.",
   "disclosure": "Built from public records. Not affiliated with the filer.",
   "coverage": "7 of 11 filing names. The bitcoin sleeve has no market here; Nebius, CoreWeave and SMH have no liquidity yet",
   "driftBps": 500,
   "legs": [
    {
     "symbol": "MU",
     "weightBps": 3656,
     "address": "0xfF080c8ce2E5feadaCa0Da81314Ae59D232d4afD",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8ff080c8ce2e5feadaca0da81314ae59d232d4afd",
     "decimals": 18,
     "logo": "/img/logos/mu.png",
     "name": "Micron Technology",
     "kind": "stock"
    },
    {
     "symbol": "SNDK",
     "weightBps": 3650,
     "address": "0xB90A19fF0Af67f7779afF50A882A9CfF42446400",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb8b90a19ff0af67f7779aff50a882a9cff42446400",
     "decimals": 18,
     "logo": "/img/logos/sndk.png",
     "name": "Sandisk Corporation",
     "kind": "stock"
    },
    {
     "symbol": "BE",
     "weightBps": 1174,
     "address": "0x822CC93fFD030293E9842c30BBD678F530701867",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8822cc93ffd030293e9842c30bbd678f530701867",
     "decimals": 18,
     "logo": "/img/logos/be.png",
     "name": "Bloom Energy",
     "kind": "stock"
    },
    {
     "symbol": "TSM",
     "weightBps": 993,
     "address": "0x58FfE4a942d3885bAa22D7520691F611EF09e7AA",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d16800271058ffe4a942d3885baa22d7520691f611ef09e7aa",
     "decimals": 18,
     "logo": "/img/logos/tsm.png",
     "name": "Taiwan Semiconductor Manufacturing",
     "kind": "stock"
    },
    {
     "symbol": "INTC",
     "weightBps": 259,
     "address": "0xc72b96e0E48ecd4DC75E1e45396e26300BC39681",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8c72b96e0e48ecd4dc75e1e45396e26300bc39681",
     "decimals": 18,
     "logo": "/img/logos/intc.png",
     "name": "Intel",
     "kind": "stock"
    },
    {
     "symbol": "ASML",
     "weightBps": 134,
     "address": "0x47F93d52cBeC7C6D2CfC080e154002370a60dAEA",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d16800271047f93d52cbec7c6d2cfc080e154002370a60daea",
     "decimals": 18,
     "logo": "/img/logos/asml.png",
     "name": "ASML Holding NV",
     "kind": "stock"
    },
    {
     "symbol": "AMD",
     "weightBps": 134,
     "address": "0x86923f96303D656E4aa86D9d42D1e57ad2023fdC",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb886923f96303d656e4aa86d9d42d1e57ad2023fdc",
     "decimals": 18,
     "logo": "/img/logos/amd.png",
     "name": "AMD",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 0
  },
  {
   "slug": "made-in-america",
   "name": "Made in America",
   "desk": "macro-desk",
   "category": "Macro",
   "cover": "/img/covers/384/made-in-america.webp",
   "video": "/video/loops/re-shoring-usa-2.mp4",
   "idea": "Long the companies bringing factories back to America. Subsidies, tariffs and supply-chain security are pulling strategic manufacturing home, and this basket owns the domestic fabs, the hardware makers and the critical materials the buildout needs.",
   "rules": [
    {
     "label": "Holds",
     "value": "Four American manufacturing names"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 5 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    }
   ],
   "mandate": "Subsidies, tariffs and supply-chain security are pulling strategic manufacturing back to the United States. The money is going into domestic chip fabs, the hardware built on top of them and the critical materials that used to come from abroad. This narrative owns that buildout through the listed companies doing the building.\n\nTarget weights, set at launch: MU 42.2%, DELL 28.4%, USAR 22.1% and INTC 7.3%. The weights follow the source basket, renormalized to the names with a market here. It covers 4 of 5 names. Copper has no market here.\n\nThe weights are fixed at launch. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When any name drifts 5 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends when the reshoring money stops: subsidies pulled back, tariffs rolled back, or the new domestic capacity sitting idle.",
   "disclosure": null,
   "coverage": "4 of 5 names. Copper has no market here",
   "driftBps": 500,
   "legs": [
    {
     "symbol": "MU",
     "weightBps": 4222,
     "address": "0xfF080c8ce2E5feadaCa0Da81314Ae59D232d4afD",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8ff080c8ce2e5feadaca0da81314ae59d232d4afd",
     "decimals": 18,
     "logo": "/img/logos/mu.png",
     "name": "Micron Technology",
     "kind": "stock"
    },
    {
     "symbol": "DELL",
     "weightBps": 2841,
     "address": "0x941AE714EC6D8130c7B75d67160Ca08f1e7d11Dd",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168002710941ae714ec6d8130c7b75d67160ca08f1e7d11dd",
     "decimals": 18,
     "logo": "/img/logos/dell.png",
     "name": "Dell",
     "kind": "stock"
    },
    {
     "symbol": "USAR",
     "weightBps": 2210,
     "address": "0xd917B029C761D264c6A312BBbcDA868658eF86a6",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8d917b029c761d264c6a312bbbcda868658ef86a6",
     "decimals": 18,
     "logo": "/img/logos/usar.png",
     "name": "USA Rare Earth",
     "kind": "stock"
    },
    {
     "symbol": "INTC",
     "weightBps": 727,
     "address": "0xc72b96e0E48ecd4DC75E1e45396e26300BC39681",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8c72b96e0e48ecd4dc75e1e45396e26300bc39681",
     "decimals": 18,
     "logo": "/img/logos/intc.png",
     "name": "Intel",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 1
  },
  {
   "slug": "meme-stock-alpha",
   "name": "Meme Stock Alpha",
   "desk": "onchain-desk",
   "category": "Culture",
   "cover": "/img/covers/384/ansem-alpha.webp",
   "video": "/video/loops/ansem-2.mp4",
   "idea": "Retail's favorite tickers never really close. GME, AMC, RDDT, HIMS and DJT are the names the forums keep piling into, and onchain they trade after the bell and all weekend. This narrative holds all five at equal weight, so you own the crowd's conviction without picking the day it runs.",
   "rules": [
    {
     "label": "Holds",
     "value": "Five retail favorites, equal weight"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 5 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    }
   ],
   "mandate": "Some stocks trade on the crowd more than on the quarter. GME, AMC, RDDT, HIMS and DJT are the tickers retail keeps coming back to: crowded squeezes, loud forums, and moves that start with a weekend post and land at Monday's open. Onchain, the Robinhood Tokens that track them trade around the clock, so the move does not have to wait for the bell.\n\nTarget weights, set at launch: GME 20%, AMC 20%, RDDT 20%, HIMS 20% and DJT 20%. Equal weight on purpose: the bet is on the cohort, not on guessing which name runs next.\n\nThe weights are fixed at launch. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When any name drifts 5 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends when the crowd moves on: attention and volume leaving these names for good.",
   "disclosure": null,
   "coverage": null,
   "driftBps": 500,
   "legs": [
    {
     "symbol": "GME",
     "weightBps": 2000,
     "address": "0x1b0E319c6A659F002271B69dB8A7df2F911c153E",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680001f41b0e319c6a659f002271b69db8a7df2f911c153e",
     "decimals": 18,
     "logo": "/img/logos/gme.png",
     "name": "GameStop",
     "kind": "stock"
    },
    {
     "symbol": "AMC",
     "weightBps": 2000,
     "address": "0x05a3d1Cd21d0C88145E82600E62e7E496e0F222B",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb805a3d1cd21d0c88145e82600e62e7e496e0f222b",
     "decimals": 18,
     "logo": null,
     "name": "AMC Entertainment",
     "kind": "stock"
    },
    {
     "symbol": "RDDT",
     "weightBps": 2000,
     "address": "0x05b37Fb53A299a1b874A619e1c4C404D52C36F4C",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d16800271005b37fb53a299a1b874a619e1c4c404d52c36f4c",
     "decimals": 18,
     "logo": null,
     "name": "Reddit",
     "kind": "stock"
    },
    {
     "symbol": "HIMS",
     "weightBps": 2000,
     "address": "0xCceE82fE024c36fA15E1005edE3E9e4787e23D09",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8ccee82fe024c36fa15e1005ede3e9e4787e23d09",
     "decimals": 18,
     "logo": "/img/logos/hims.png",
     "name": "Hims & Hers Health",
     "kind": "stock"
    },
    {
     "symbol": "DJT",
     "weightBps": 2000,
     "address": "0x1D11f0496982706C5e14A514D4E79F2e6BdE4516",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680027101d11f0496982706c5e14a514d4e79f2e6bde4516",
     "decimals": 18,
     "logo": null,
     "name": "Trump Media & Technology Group",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 2
  },
  {
   "slug": "the-ark-index",
   "name": "The ARK Index",
   "desk": "filing-room",
   "category": "Tech",
   "cover": "/img/covers/384/the-ark-index.webp",
   "video": "/video/loops/the-ark-index-2.mp4",
   "idea": "ARK is the only major manager that publishes every trade the day it happens, so its flagship book is legible in real time instead of 45 days late. This narrative holds the long side of that disclosed book, as of launch.",
   "rules": [
    {
     "label": "Tracks",
     "value": "ARK's daily trade disclosures, as of launch"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 5 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    }
   ],
   "mandate": "ARK publishes every trade the day it happens: the only major manager whose book is legible in real time rather than 45 days late. That reporting cadence, not the track record, is why this narrative exists. The flagship book can be read the day it changes.\n\nIt holds the long side of ARK's disclosed flagship positions as of launch, renormalized to the names with a market here: TSLA 28.4%, SPCX 16.8%, SHOP 15.2%, COIN 14.7%, CRCL 12.5%, AMD 9.2% and PLTR 3.3%. It covers 7 of 8 disclosed names. Robinhood has no market here. Anything missing makes this a partial replica, and it should be described that way.\n\nThe weights are fixed at launch. They do not follow ARK's later trades. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When any name drifts 5 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends when this table stops describing the book: once ARK's disclosed positions have moved far from these weights, the replica is out of date. Built from public records; not affiliated with the manager.",
   "disclosure": "Built from public records. Not affiliated with the manager.",
   "coverage": "7 of 8 disclosed names. Robinhood has no market here",
   "driftBps": 500,
   "legs": [
    {
     "symbol": "TSLA",
     "weightBps": 2840,
     "address": "0x322F0929c4625eD5bAd873c95208D54E1c003b2d",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb8322f0929c4625ed5bad873c95208d54e1c003b2d",
     "decimals": 18,
     "logo": "/img/logos/tsla.png",
     "name": "Tesla",
     "kind": "stock"
    },
    {
     "symbol": "SPCX",
     "weightBps": 1675,
     "address": "0x4a0E65A3EcceC6dBe60AE065F2e7bb85Fae35eEa",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680001f44a0e65a3eccec6dbe60ae065f2e7bb85fae35eea",
     "decimals": 18,
     "logo": "/img/logos/spcx.png",
     "name": "Space Exploration Technologies Corp. Class A Common Stock",
     "kind": "stock"
    },
    {
     "symbol": "SHOP",
     "weightBps": 1516,
     "address": "0xF53F66751B1Eff985311b693531E3290F600c410",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168002710f53f66751b1eff985311b693531e3290f600c410",
     "decimals": 18,
     "logo": null,
     "name": "Shopify",
     "kind": "stock"
    },
    {
     "symbol": "COIN",
     "weightBps": 1468,
     "address": "0x6330D8C3178a418788dF01a47479c0ce7CCF450b",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb86330d8c3178a418788df01a47479c0ce7ccf450b",
     "decimals": 18,
     "logo": "/img/logos/coin.png",
     "name": "Coinbase",
     "kind": "stock"
    },
    {
     "symbol": "CRCL",
     "weightBps": 1254,
     "address": "0xdF0992E440dD0be65BD8439b609d6D4366bf1CB5",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8df0992e440dd0be65bd8439b609d6d4366bf1cb5",
     "decimals": 18,
     "logo": "/img/logos/crcl.png",
     "name": "Circle Internet Group",
     "kind": "stock"
    },
    {
     "symbol": "AMD",
     "weightBps": 921,
     "address": "0x86923f96303D656E4aa86D9d42D1e57ad2023fdC",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb886923f96303d656e4aa86d9d42d1e57ad2023fdc",
     "decimals": 18,
     "logo": "/img/logos/amd.png",
     "name": "AMD",
     "kind": "stock"
    },
    {
     "symbol": "PLTR",
     "weightBps": 326,
     "address": "0x894E1EC2D74FFE5AEF8Dc8A9e84686acCB964F2A",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8894e1ec2d74ffe5aef8dc8a9e84686accb964f2a",
     "decimals": 18,
     "logo": "/img/logos/pltr.png",
     "name": "Palantir Technologies",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 3
  },
  {
   "slug": "the-memory-squeeze",
   "name": "The Memory Squeeze",
   "desk": "onchain-desk",
   "category": "Tech",
   "cover": "/img/covers/384/the-memory-squeeze-4.webp",
   "video": null,
   "idea": "DRAM hit a record $20 a chip and the makers have sold out 2027 supply. This narrative holds the memory makers with a real market here, weighted like the global chain they belong to.",
   "rules": [
    {
     "label": "Holds",
     "value": "The global memory chain, where it trades here"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 5 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    },
    {
     "label": "Ends",
     "value": "When the shortage story breaks"
    }
   ],
   "mandate": "Memory is in a supply squeeze: DRAM contract prices at records, HBM capacity sold out through 2027, and every maker repricing upward. The squeeze pays the whole chain, from the chip makers to the drives built on their NAND.\n\nThe source basket is the global memory chain: SanDisk 20%, SK Hynix 20%, Micron 15%, DRAM 12%, Samsung 12%, CXMT 8%, Kioxia 7% and Western Digital 6%. This narrative holds the part with a real market here, renormalized: SNDK 57.4% and MU 42.6%. It covers 2 of 8 names. Samsung, Kioxia and CXMT have no market here; SK Hynix, DRAM and Western Digital have no liquidity yet.\n\nThe weights are fixed at launch. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When any name drifts 5 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends when the shortage ends: contract prices rolling over, or a major supply restart.",
   "disclosure": null,
   "coverage": "2 of 8 names. Samsung, Kioxia and CXMT have no market here; SK Hynix, DRAM and Western Digital have no liquidity yet",
   "driftBps": 500,
   "legs": [
    {
     "symbol": "SNDK",
     "weightBps": 5737,
     "address": "0xB90A19fF0Af67f7779afF50A882A9CfF42446400",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb8b90a19ff0af67f7779aff50a882a9cff42446400",
     "decimals": 18,
     "logo": "/img/logos/sndk.png",
     "name": "Sandisk Corporation",
     "kind": "stock"
    },
    {
     "symbol": "MU",
     "weightBps": 4263,
     "address": "0xfF080c8ce2E5feadaCa0Da81314Ae59D232d4afD",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8ff080c8ce2e5feadaca0da81314ae59d232d4afd",
     "decimals": 18,
     "logo": "/img/logos/mu.png",
     "name": "Micron Technology",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 4
  },
  {
   "slug": "the-a16z-index",
   "name": "The a16z Index",
   "desk": "filing-room",
   "category": "Tech",
   "cover": "/img/covers/384/the-a16z-index.webp",
   "video": null,
   "idea": "Andreessen Horowitz never publishes a portfolio you can trade: its conviction lives in private cap tables. This narrative imagines that book as a public one, with the AI compute their software bets run on, the crypto networks and equities that took their thesis public, and the American Dynamism names beside their defense and space bets, plus a 10% cash reserve.",
   "rules": [
    {
     "label": "Holds",
     "value": "AI compute, crypto and American Dynamism names, plus a 10% cash reserve"
    },
    {
     "label": "Omits",
     "value": "Bitcoin, and the incumbents (MSFT, GOOGL, AMZN, META). NVDA is the one exception"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 10 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · cash stays parked in USDG"
    }
   ],
   "mandate": "Andreessen Horowitz never publishes a portfolio you can trade. Its conviction lives in private cap tables: OpenAI, SpaceX, Anduril, Databricks, and the largest crypto franchise in venture. This narrative imagines that book as a public one and holds its tradeable expression: the AI compute layer their software bets run on, the crypto networks they funded or hold, the crypto equities that took the thesis public, and the American Dynamism names beside their defense and space bets.\n\nSignature omissions, kept deliberately. No Bitcoin: the a16z thesis is programmable platforms, and bitcoin exposure arrives through Coinbase. No Microsoft, Alphabet, Amazon or Meta: the firm backs disruptors, not incumbents. Nvidia is the one exception, because it supplies every AI position they hold.\n\nTarget weights, set at launch: NVDA 23%, COIN 19.1%, SPCX 15.3%, CRCL 11.5%, ETH 11.5%, PLTR 9.6% and USDG 10%. The USDG share is the cash reserve. A venture book always keeps dry powder, and this one never deploys it. It covers 6 of 16 names plus cash. Robinhood, Solana, Uniswap, Sui, Optimism, Worldcoin and EigenLayer have no market here; CoreWeave, Rocket Lab and Nebius have no liquidity yet.\n\nThe weights are fixed at launch. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When any name drifts 10 points from its target, each runner can rebalance back to target in one click, cash reserve included.\n\nThe idea ends if the thesis breaks: AI compute demand rolling over, or the crypto platforms losing their users. Built from public records; not affiliated with Andreessen Horowitz or a16z.",
   "disclosure": "Built from public records. Not affiliated with Andreessen Horowitz.",
   "coverage": "6 of 16 names plus cash. Robinhood, Solana, Uniswap, Sui, Optimism, Worldcoin and EigenLayer have no market here; CoreWeave, Rocket Lab and Nebius have no liquidity yet",
   "driftBps": 1000,
   "legs": [
    {
     "symbol": "NVDA",
     "weightBps": 2298,
     "address": "0xd0601CE157Db5bdC3162BbaC2a2C8aF5320D9EEC",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730001f4d0601ce157db5bdc3162bbac2a2c8af5320d9eec",
     "decimals": 18,
     "logo": "/img/logos/nvda.png",
     "name": "NVIDIA",
     "kind": "stock"
    },
    {
     "symbol": "COIN",
     "weightBps": 1914,
     "address": "0x6330D8C3178a418788dF01a47479c0ce7CCF450b",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb86330d8c3178a418788df01a47479c0ce7ccf450b",
     "decimals": 18,
     "logo": "/img/logos/coin.png",
     "name": "Coinbase",
     "kind": "stock"
    },
    {
     "symbol": "SPCX",
     "weightBps": 1531,
     "address": "0x4a0E65A3EcceC6dBe60AE065F2e7bb85Fae35eEa",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680001f44a0e65a3eccec6dbe60ae065f2e7bb85fae35eea",
     "decimals": 18,
     "logo": "/img/logos/spcx.png",
     "name": "Space Exploration Technologies Corp. Class A Common Stock",
     "kind": "stock"
    },
    {
     "symbol": "CRCL",
     "weightBps": 1150,
     "address": "0xdF0992E440dD0be65BD8439b609d6D4366bf1CB5",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8df0992e440dd0be65bd8439b609d6d4366bf1cb5",
     "decimals": 18,
     "logo": "/img/logos/crcl.png",
     "name": "Circle Internet Group",
     "kind": "stock"
    },
    {
     "symbol": "ETH",
     "weightBps": 1150,
     "address": "0x0Bd7D308f8E1639FAb988df18A8011f41EAcAD73",
     "path": "0x",
     "decimals": 18,
     "logo": "/img/logos/eth.png",
     "name": "Ether",
     "kind": "eth"
    },
    {
     "symbol": "PLTR",
     "weightBps": 957,
     "address": "0x894E1EC2D74FFE5AEF8Dc8A9e84686acCB964F2A",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8894e1ec2d74ffe5aef8dc8a9e84686accb964f2a",
     "decimals": 18,
     "logo": "/img/logos/pltr.png",
     "name": "Palantir Technologies",
     "kind": "stock"
    },
    {
     "symbol": "USDG",
     "weightBps": 1000,
     "address": "0x5fc5360D0400a0Fd4f2af552ADD042D716F1d168",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168",
     "decimals": 6,
     "logo": null,
     "name": "Global Dollar",
     "kind": "cash"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 5
  },
  {
   "slug": "after-hours",
   "name": "After Hours",
   "desk": "onchain-desk",
   "category": "Tech",
   "cover": "/img/covers/384/after-hours.webp",
   "video": "/video/loops/wall-street-onchain-2.mp4",
   "idea": "Equity momentum doesn't stop at the closing bell. Onchain, the tokens that track these stocks keep trading through earnings nights, rotations and weekend headlines while the rest of the market waits for the open. This narrative holds eight of the mega caps that move it.",
   "rules": [
    {
     "label": "Holds",
     "value": "Eight mega caps at fixed weights"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 5 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    }
   ],
   "mandate": "Equity momentum doesn't stop at the closing bell. Earnings land after hours, macro headlines land overnight, and rotations start on a Sunday. On Robinhood Chain the tokens that track these stocks keep trading through all of it, so a basket held here can be added to or exited the moment the news lands, not at the next open.\n\nTarget weights, set at launch: META 21.6%, NVDA 20.1%, PLTR 12.5%, GOOGL 11.8%, MSFT 11.2%, AMZN 10.7%, TSM 6.5% and AAPL 5.6%. The table leans toward the names whose results move the whole market: the platforms, the chip designer, and the foundry that supplies it.\n\nThe weights are fixed at launch. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When any name drifts 5 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends when the after-hours edge closes: the underlying markets trading around the clock too, or onchain liquidity in these names drying up.",
   "disclosure": null,
   "coverage": null,
   "driftBps": 500,
   "legs": [
    {
     "symbol": "META",
     "weightBps": 2160,
     "address": "0xc0D6457C16Cc70d6790Dd43521C899C87ce02f35",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb8c0d6457c16cc70d6790dd43521c899c87ce02f35",
     "decimals": 18,
     "logo": "/img/logos/meta.png",
     "name": "Meta Platforms",
     "kind": "stock"
    },
    {
     "symbol": "NVDA",
     "weightBps": 2007,
     "address": "0xd0601CE157Db5bdC3162BbaC2a2C8aF5320D9EEC",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730001f4d0601ce157db5bdc3162bbac2a2c8af5320d9eec",
     "decimals": 18,
     "logo": "/img/logos/nvda.png",
     "name": "NVIDIA",
     "kind": "stock"
    },
    {
     "symbol": "PLTR",
     "weightBps": 1247,
     "address": "0x894E1EC2D74FFE5AEF8Dc8A9e84686acCB964F2A",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8894e1ec2d74ffe5aef8dc8a9e84686accb964f2a",
     "decimals": 18,
     "logo": "/img/logos/pltr.png",
     "name": "Palantir Technologies",
     "kind": "stock"
    },
    {
     "symbol": "GOOGL",
     "weightBps": 1181,
     "address": "0x2e0847E8910a9732eB3fb1bb4b70a580ADAD4FE3",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680001f42e0847e8910a9732eb3fb1bb4b70a580adad4fe3",
     "decimals": 18,
     "logo": "/img/logos/googl.png",
     "name": "Alphabet Class A",
     "kind": "stock"
    },
    {
     "symbol": "MSFT",
     "weightBps": 1123,
     "address": "0xe93237C50D904957Cf27E7B1133b510C669c2e74",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8e93237c50d904957cf27e7b1133b510c669c2e74",
     "decimals": 18,
     "logo": "/img/logos/msft.png",
     "name": "Microsoft",
     "kind": "stock"
    },
    {
     "symbol": "AMZN",
     "weightBps": 1073,
     "address": "0x12f190a9F9d7D37a250758b26824B97CE941bF54",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb812f190a9f9d7d37a250758b26824b97ce941bf54",
     "decimals": 18,
     "logo": "/img/logos/amzn.png",
     "name": "Amazon",
     "kind": "stock"
    },
    {
     "symbol": "TSM",
     "weightBps": 648,
     "address": "0x58FfE4a942d3885bAa22D7520691F611EF09e7AA",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d16800271058ffe4a942d3885baa22d7520691f611ef09e7aa",
     "decimals": 18,
     "logo": "/img/logos/tsm.png",
     "name": "Taiwan Semiconductor Manufacturing",
     "kind": "stock"
    },
    {
     "symbol": "AAPL",
     "weightBps": 561,
     "address": "0xaF3D76f1834A1d425780943C99Ea8A608f8a93f9",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680001f4af3d76f1834a1d425780943c99ea8a608f8a93f9",
     "decimals": 18,
     "logo": "/img/logos/aapl.png",
     "name": "Apple",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 6
  },
  {
   "slug": "the-magnificent-seven",
   "name": "The Magnificent Seven",
   "desk": "onchain-desk",
   "category": "Tech",
   "cover": "/img/covers/384/the-magnificent-seven-3.webp",
   "video": null,
   "idea": "Seven companies carry the index because they own what everyone else rents: the compute, the distribution, and the ad and cloud duopolies that fund both. Held at equal weight, a bet on the cohort and not on Nvidia's multiple.",
   "rules": [
    {
     "label": "Holds",
     "value": "All seven names, equal weight"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 3 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    }
   ],
   "mandate": "The seven companies that carry the index carry it because they own the inputs everyone else rents: compute, distribution, and the ad and cloud duopolies that fund both.\n\nThis narrative holds them equal-weighted rather than cap-weighted, so it is a bet on the cohort rather than on Nvidia's multiple. Target weights, set at launch: TSLA 14.3%, META 14.3%, GOOGL 14.3%, AMZN 14.3%, MSFT 14.3%, AAPL 14.3% and NVDA 14.3%.\n\nBetween rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the seven. When any name drifts 3 points from equal weight, each runner can rebalance back in one click.\n\nThe idea ends when the cohort stops carrying the index: earnings growth outside the seven catching up and market leadership broadening for good.",
   "disclosure": null,
   "coverage": null,
   "driftBps": 300,
   "legs": [
    {
     "symbol": "TSLA",
     "weightBps": 1429,
     "address": "0x322F0929c4625eD5bAd873c95208D54E1c003b2d",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb8322f0929c4625ed5bad873c95208d54e1c003b2d",
     "decimals": 18,
     "logo": "/img/logos/tsla.png",
     "name": "Tesla",
     "kind": "stock"
    },
    {
     "symbol": "META",
     "weightBps": 1429,
     "address": "0xc0D6457C16Cc70d6790Dd43521C899C87ce02f35",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb8c0d6457c16cc70d6790dd43521c899c87ce02f35",
     "decimals": 18,
     "logo": "/img/logos/meta.png",
     "name": "Meta Platforms",
     "kind": "stock"
    },
    {
     "symbol": "GOOGL",
     "weightBps": 1429,
     "address": "0x2e0847E8910a9732eB3fb1bb4b70a580ADAD4FE3",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680001f42e0847e8910a9732eb3fb1bb4b70a580adad4fe3",
     "decimals": 18,
     "logo": "/img/logos/googl.png",
     "name": "Alphabet Class A",
     "kind": "stock"
    },
    {
     "symbol": "AMZN",
     "weightBps": 1429,
     "address": "0x12f190a9F9d7D37a250758b26824B97CE941bF54",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb812f190a9f9d7d37a250758b26824b97ce941bf54",
     "decimals": 18,
     "logo": "/img/logos/amzn.png",
     "name": "Amazon",
     "kind": "stock"
    },
    {
     "symbol": "MSFT",
     "weightBps": 1428,
     "address": "0xe93237C50D904957Cf27E7B1133b510C669c2e74",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8e93237c50d904957cf27e7b1133b510c669c2e74",
     "decimals": 18,
     "logo": "/img/logos/msft.png",
     "name": "Microsoft",
     "kind": "stock"
    },
    {
     "symbol": "AAPL",
     "weightBps": 1428,
     "address": "0xaF3D76f1834A1d425780943C99Ea8A608f8a93f9",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680001f4af3d76f1834a1d425780943c99ea8a608f8a93f9",
     "decimals": 18,
     "logo": "/img/logos/aapl.png",
     "name": "Apple",
     "kind": "stock"
    },
    {
     "symbol": "NVDA",
     "weightBps": 1428,
     "address": "0xd0601CE157Db5bdC3162BbaC2a2C8aF5320D9EEC",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730001f4d0601ce157db5bdc3162bbac2a2c8af5320d9eec",
     "decimals": 18,
     "logo": "/img/logos/nvda.png",
     "name": "NVIDIA",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 7
  },
  {
   "slug": "silicon-majors",
   "name": "Silicon Majors",
   "desk": "filing-room",
   "category": "Tech",
   "cover": "/img/covers/384/silicon-majors.webp",
   "video": "/video/loops/silicon-majors-2.mp4",
   "idea": "Every AI capex dollar clears through the same ten companies: the designers, the foundry, the memory makers and the toolmakers. This narrative holds that chain at its natural weights instead of betting on one layer.",
   "rules": [
    {
     "label": "Holds",
     "value": "The AI supply chain at natural weights"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 4 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    }
   ],
   "mandate": "Every AI capex dollar eventually clears through ten companies: the designers who own the architectures, the foundry that prints them, the memory makers who feed them, and the toolmakers who sell the machines that make the machines. This narrative holds that chain at its natural weights rather than betting on any one layer.\n\nTarget weights, set at launch: NVDA 21.6%, TSM 16.2%, AMD 12.9%, AVGO 12.4%, ASML 12.1%, MU 11.9%, MRVL 6.5% and INTC 6.5%. It covers 8 of 10 names. Applied Materials and Qualcomm have no liquidity yet.\n\nThe weights are fixed at launch. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When any name drifts 4 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends when AI capex does: hyperscaler spending plans cut, or the chain's order books rolling over.",
   "disclosure": null,
   "coverage": "8 of 10 names. Applied Materials and Qualcomm have no liquidity yet",
   "driftBps": 400,
   "legs": [
    {
     "symbol": "NVDA",
     "weightBps": 2157,
     "address": "0xd0601CE157Db5bdC3162BbaC2a2C8aF5320D9EEC",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730001f4d0601ce157db5bdc3162bbac2a2c8af5320d9eec",
     "decimals": 18,
     "logo": "/img/logos/nvda.png",
     "name": "NVIDIA",
     "kind": "stock"
    },
    {
     "symbol": "TSM",
     "weightBps": 1620,
     "address": "0x58FfE4a942d3885bAa22D7520691F611EF09e7AA",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d16800271058ffe4a942d3885baa22d7520691f611ef09e7aa",
     "decimals": 18,
     "logo": "/img/logos/tsm.png",
     "name": "Taiwan Semiconductor Manufacturing",
     "kind": "stock"
    },
    {
     "symbol": "AMD",
     "weightBps": 1291,
     "address": "0x86923f96303D656E4aa86D9d42D1e57ad2023fdC",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb886923f96303d656e4aa86d9d42d1e57ad2023fdc",
     "decimals": 18,
     "logo": "/img/logos/amd.png",
     "name": "AMD",
     "kind": "stock"
    },
    {
     "symbol": "AVGO",
     "weightBps": 1242,
     "address": "0x156E175DD063a8cE274C50654eF40e0032b3fbcF",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8156e175dd063a8ce274c50654ef40e0032b3fbcf",
     "decimals": 18,
     "logo": "/img/logos/avgo.png",
     "name": "Broadcom",
     "kind": "stock"
    },
    {
     "symbol": "ASML",
     "weightBps": 1211,
     "address": "0x47F93d52cBeC7C6D2CfC080e154002370a60dAEA",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d16800271047f93d52cbec7c6d2cfc080e154002370a60daea",
     "decimals": 18,
     "logo": "/img/logos/asml.png",
     "name": "ASML Holding NV",
     "kind": "stock"
    },
    {
     "symbol": "MU",
     "weightBps": 1187,
     "address": "0xfF080c8ce2E5feadaCa0Da81314Ae59D232d4afD",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8ff080c8ce2e5feadaca0da81314ae59d232d4afd",
     "decimals": 18,
     "logo": "/img/logos/mu.png",
     "name": "Micron Technology",
     "kind": "stock"
    },
    {
     "symbol": "MRVL",
     "weightBps": 646,
     "address": "0x62fd0668e10D8B72339BE2DCF7643001688ff13B",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb862fd0668e10d8b72339be2dcf7643001688ff13b",
     "decimals": 18,
     "logo": "/img/logos/mrvl.png",
     "name": "Marvell Technology",
     "kind": "stock"
    },
    {
     "symbol": "INTC",
     "weightBps": 646,
     "address": "0xc72b96e0E48ecd4DC75E1e45396e26300BC39681",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8c72b96e0e48ecd4dc75e1e45396e26300bc39681",
     "decimals": 18,
     "logo": "/img/logos/intc.png",
     "name": "Intel",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 8
  },
  {
   "slug": "the-pelosi-index",
   "name": "The Pelosi Index",
   "desk": "filing-room",
   "category": "Macro",
   "cover": "/img/covers/384/the-pelosi-index.webp",
   "video": "/video/loops/the-pelosi-index-2.mp4",
   "idea": "Congress must disclose its stock trades within 45 days. This narrative holds the long side of Nancy Pelosi's disclosed positions, as of launch.",
   "rules": [
    {
     "label": "Tracks",
     "value": "Periodic transaction reports (STOCK Act), as of launch"
    },
    {
     "label": "Rebalances",
     "value": "When any name drifts 5 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    }
   ],
   "mandate": "Congressional stock transactions are public record under the STOCK Act, filed on a periodic transaction report within 45 days of the trade. This narrative holds the long side of Nancy Pelosi's disclosed positions, renormalized to the names with a market here.\n\nTarget weights, set at launch: AVGO 25.8%, GOOGL 20.3%, INTC 13.5%, AMZN 13.4%, AAPL 10.1%, MSFT 9.1% and NVDA 7.8%. It covers 7 of 11 disclosed names. Uber has no market here; Palo Alto Networks, CrowdStrike and Vistra have no liquidity yet. The names not held are roughly 38% of the disclosed book, so the cybersecurity and independent power sleeves are absent. This is a partial replica of the disclosures, not the filer's book, and it should always be described that way.\n\nThe weights are fixed at launch. They do not change when a new periodic transaction report drops. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When any name drifts 5 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends if later filings move the book far from this table. Built from public records; not affiliated with the filer.",
   "disclosure": "Built from public records. Not affiliated with the filer.",
   "coverage": "7 of 11 disclosed names. Uber has no market here; Palo Alto Networks, CrowdStrike and Vistra have no liquidity yet",
   "driftBps": 500,
   "legs": [
    {
     "symbol": "AVGO",
     "weightBps": 2579,
     "address": "0x156E175DD063a8cE274C50654eF40e0032b3fbcF",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8156e175dd063a8ce274c50654ef40e0032b3fbcf",
     "decimals": 18,
     "logo": "/img/logos/avgo.png",
     "name": "Broadcom",
     "kind": "stock"
    },
    {
     "symbol": "GOOGL",
     "weightBps": 2030,
     "address": "0x2e0847E8910a9732eB3fb1bb4b70a580ADAD4FE3",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680001f42e0847e8910a9732eb3fb1bb4b70a580adad4fe3",
     "decimals": 18,
     "logo": "/img/logos/googl.png",
     "name": "Alphabet Class A",
     "kind": "stock"
    },
    {
     "symbol": "INTC",
     "weightBps": 1347,
     "address": "0xc72b96e0E48ecd4DC75E1e45396e26300BC39681",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8c72b96e0e48ecd4dc75e1e45396e26300bc39681",
     "decimals": 18,
     "logo": "/img/logos/intc.png",
     "name": "Intel",
     "kind": "stock"
    },
    {
     "symbol": "AMZN",
     "weightBps": 1340,
     "address": "0x12f190a9F9d7D37a250758b26824B97CE941bF54",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb812f190a9f9d7d37a250758b26824b97ce941bf54",
     "decimals": 18,
     "logo": "/img/logos/amzn.png",
     "name": "Amazon",
     "kind": "stock"
    },
    {
     "symbol": "AAPL",
     "weightBps": 1014,
     "address": "0xaF3D76f1834A1d425780943C99Ea8A608f8a93f9",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d1680001f4af3d76f1834a1d425780943c99ea8a608f8a93f9",
     "decimals": 18,
     "logo": "/img/logos/aapl.png",
     "name": "Apple",
     "kind": "stock"
    },
    {
     "symbol": "MSFT",
     "weightBps": 913,
     "address": "0xe93237C50D904957Cf27E7B1133b510C669c2e74",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8e93237c50d904957cf27e7b1133b510c669c2e74",
     "decimals": 18,
     "logo": "/img/logos/msft.png",
     "name": "Microsoft",
     "kind": "stock"
    },
    {
     "symbol": "NVDA",
     "weightBps": 777,
     "address": "0xd0601CE157Db5bdC3162BbaC2a2C8aF5320D9EEC",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730001f4d0601ce157db5bdc3162bbac2a2c8af5320d9eec",
     "decimals": 18,
     "logo": "/img/logos/nvda.png",
     "name": "NVIDIA",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 9
  },
  {
   "slug": "crypto-majors",
   "name": "Crypto Majors",
   "desk": "onchain-desk",
   "category": "Crypto",
   "cover": "/img/covers/384/crypto-majors-3.webp",
   "video": "/video/loops/crypto-majors.mp4",
   "idea": "Every crypto cycle runs through the majors. Bitcoin and Solana have no market on this chain, so this narrative holds Ether directly and the listed companies that carry the rest: Strategy for bitcoin, Coinbase and Circle for the rails. Fixed weights, so you own the cycle without picking the moment.",
   "rules": [
    {
     "label": "Holds",
     "value": "ETH 40 · MSTR 25 · COIN 20 · CRCL 15"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    },
    {
     "label": "Rebalances",
     "value": "When a leg drifts 10 points, one click per run"
    }
   ],
   "mandate": "Crypto is a majors market: the cycle's flows concentrate in Bitcoin, Ether and Solana, and everything smaller trades as a bet on those three. Bitcoin and Solana have no market on Robinhood Chain, so this narrative holds what does: Ether itself, and the listed companies whose results move with the cycle.\n\nTarget weights, set at launch: ETH 40%, MSTR 25%, COIN 20% and CRCL 15%. Ether is the direct exposure. Strategy holds bitcoin on its balance sheet and stands in for it. Coinbase and Circle are the exchange and the stablecoin issuer, and they earn when activity and balances grow.\n\nThe weights are fixed at launch. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When a leg drifts 10 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends when the majors lose the cycle: bitcoin closing a week below its prior cycle low is the exit signal.",
   "disclosure": null,
   "coverage": "Bitcoin and Solana have no market here, so the listed crypto companies stand in",
   "driftBps": 1000,
   "legs": [
    {
     "symbol": "ETH",
     "weightBps": 4000,
     "address": "0x0Bd7D308f8E1639FAb988df18A8011f41EAcAD73",
     "path": "0x",
     "decimals": 18,
     "logo": "/img/logos/eth.png",
     "name": "Ether",
     "kind": "eth"
    },
    {
     "symbol": "MSTR",
     "weightBps": 2500,
     "address": "0xec262a75e413fAfD0dF80480274532C79D42da09",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168002710ec262a75e413fafd0df80480274532c79d42da09",
     "decimals": 18,
     "logo": "/img/logos/mstr.png",
     "name": "Strategy Inc.",
     "kind": "stock"
    },
    {
     "symbol": "COIN",
     "weightBps": 2000,
     "address": "0x6330D8C3178a418788dF01a47479c0ce7CCF450b",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb86330d8c3178a418788df01a47479c0ce7ccf450b",
     "decimals": 18,
     "logo": "/img/logos/coin.png",
     "name": "Coinbase",
     "kind": "stock"
    },
    {
     "symbol": "CRCL",
     "weightBps": 1500,
     "address": "0xdF0992E440dD0be65BD8439b609d6D4366bf1CB5",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730000645fc5360d0400a0fd4f2af552add042d716f1d168000bb8df0992e440dd0be65bd8439b609d6d4366bf1cb5",
     "decimals": 18,
     "logo": "/img/logos/crcl.png",
     "name": "Circle Internet Group",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 10
  },
  {
   "slug": "humanoids",
   "name": "Humanoids",
   "desk": "onchain-desk",
   "category": "Tech",
   "cover": "/img/covers/384/humanoids.webp",
   "video": "/video/loops/humanoids-2.mp4",
   "idea": "The robot workforce is going public, but the purest humanoid names list where this chain can't follow. This narrative holds the two with a real market here: Tesla, which is building Optimus, and Nvidia, whose chips and robotics platforms train the robots.",
   "rules": [
    {
     "label": "Holds",
     "value": "Tesla and Nvidia, the humanoid names with a market here"
    },
    {
     "label": "Rebalances",
     "value": "When either name drifts 5 points, one click per run"
    },
    {
     "label": "Posture",
     "value": "Long only · 1x · holds between rebalances"
    },
    {
     "label": "Ends",
     "value": "If the humanoid story rolls over"
    }
   ],
   "mandate": "Humanoid robots are crossing from demo to industry, and the purest expressions list where this chain can't reach: Unitree in Shanghai, Hyundai (the owner of Boston Dynamics) in Seoul, and a robotics fund with no token here.\n\nThis narrative holds the two names with a real market on Robinhood Chain: Tesla, which is building the Optimus humanoid, and Nvidia, whose chips and robotics platforms train and run them. Target weights, set at launch: TSLA 53.2% and NVDA 46.8%. It covers 2 of 5 names. Unitree, Hyundai and BOT have no market here.\n\nThe weights are fixed at launch. Between rebalances the basket holds: no adding on weakness, no trimming on strength, no entry timing, nothing outside the table. When either name drifts 5 points from its target, each runner can rebalance back to target in one click.\n\nThe idea ends if the humanoid story rolls over: robot deployments stalling, or the listed names pulling back their robotics spending.",
   "disclosure": null,
   "coverage": "2 of 5 names. Unitree, Hyundai and BOT have no market here",
   "driftBps": 500,
   "legs": [
    {
     "symbol": "TSLA",
     "weightBps": 5319,
     "address": "0x322F0929c4625eD5bAd873c95208D54E1c003b2d",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad73000bb8322f0929c4625ed5bad873c95208d54e1c003b2d",
     "decimals": 18,
     "logo": "/img/logos/tsla.png",
     "name": "Tesla",
     "kind": "stock"
    },
    {
     "symbol": "NVDA",
     "weightBps": 4681,
     "address": "0xd0601CE157Db5bdC3162BbaC2a2C8aF5320D9EEC",
     "path": "0x0bd7d308f8e1639fab988df18a8011f41eacad730001f4d0601ce157db5bdc3162bbac2a2c8af5320d9eec",
     "decimals": 18,
     "logo": "/img/logos/nvda.png",
     "name": "NVIDIA",
     "kind": "stock"
    }
   ],
   "listedAt": "2026-09-11",
   "order": 11
  }
 ]
}