Thesis
Back to feed

Solana Rug-Pull Proxies

rug pull within the 10 mins on GPFn3Tmt48NdnCrb7Dvhs5EBZKNSzApTRvG9dZ5uewgk

1Y −21.8%
Since published +0.0%
1Y ago Today

Holdings

  1. Pump.fun PUMP · Launchpad exposure 30%

    Its launchpad is the closest listed proxy for high-frequency Solana meme-token issuance, though it does not resolve the named mint.

  2. Raydium RAY · Liquidity venue 28%

    Its pools and launch tooling sit where newly issued tokens trade and liquidity can be withdrawn.

  3. Jupiter JUP · Trade routing 24%

    Aggregating swaps makes it a direct activity proxy when traders enter and exit freshly launched tokens.

  4. Solana SOL · Settlement layer 18%

    Every candidate launch and trade requires Solana settlement, making SOL the chain-level proxy.

Share this thesis

Share card for this thesis
Post to X