PEPEUSDT
PEPE / Tether USD
crypto Composite

Ok. I play!
The bull half of your plan, 90% SOL plus 2% each in DOGE, PEPE, WIF, BONK and SHIB, is SOL with a hat on. The memes move at 0.75 to 0.85 correlation to SOL, so the one year odds are the same as holding SOL alone: a coin flip of a 50% drawdown, one in eight of a 70% one, one in six of doubling.
Now, to the rinse and repeat part: backtested on the last 27 months, which had four SOL bull legs and four bear legs of 30% or more. Rules: 90/10 in the bull legs, all BTC in the bear legs, no fees.
Switch on the exact top and bottom every time and $10k becomes $32k. Two weeks late each time, $15k. Thirty days late, $9.9k, which is a lot of rinsing to end up where you started. Sixty days late, $8.7k. Replace hindsight with a mechanical trigger (sell when SOL is 20 to 30% off its two month high, buy back when it is 20 to 30% off the low) and you get $3.8k to $6.6k, with up to 60 round trips. Never rotate at all, $6.3k. Hold BTC the whole time and do nothing, $12k.
So the strategy has a working version, and it needs you to call eight turning points in a row, each within about two weeks. The last one was the September 2025 top, after which the 90/10 book lost 75% while BTC lost 48%. If you called that one, respect. Thirty days late, you did the same as never rotating.
(And just for completness: same disclaimers as always, model estimates and a backtest with hindsight in it, not advice)

**Source:** [https://x.com/solana/status/2101665181537357946](https://x.com/solana/status/2101665181537357946)
Tokenized stocks just got the regulatory nod of the decade, and Solana is already running the order books.

From an FDIC bank integrating Solana to Africa’s biggest IPO, capital is settling on the fastest rails it can find.

Here’s what happened:

📰 **Headline News**
\- Solana tokenized equities hit a new ATH of 850K unique onchain holders [@Nectar\_finance](https://x.com/Nectar_finance) launched Africa's largest IPO ([$DPRI](https://x.com/search?q=%24DPRI&src=cashtag_click)) for stablecoin subscription on Solana via [@getequity](https://x.com/getequity)
\- [@particula\_io](https://x.com/particula_io)'s Project Harmonia opened applications bridging Solana funds to Allfunds’ €1.9T distribution network
\- [@column](https://x.com/column), the FDIC-insured bank behind Brex and Slash, built 24/7 USDC/USDT conversion into its banking core
\- [@anza\_xyz](https://x.com/anza_xyz) shipped 250ms slot times to mainnet-beta, completing 3 of 4 planned reductions
📰 **Launches**
\- [@krakenfx](https://x.com/krakenfx) enabled yield on tokenized stocks (SPYx, QQQx, NVDAx) via [@veda\_labs](https://x.com/veda_labs) and [kamino](https://x.com/kamino)
\- [@galaxyhq](https://x.com/galaxyhq) launched two curated USDC and USDT lending vaults on [@kamino](https://x.com/kamino)
\- [@Lexur](https://x.com/Lexur) rolled out its unified trading layer, aggregating 1,100+ onchain equities
\- [@supercoinxyz](https://x.com/supercoinxyz) launched ZARsc, an FSCA-licensed Rand stablecoin with [@fireblocks](https://x.com/fireblocks) custody and [@Chainalysis](https://x.com/Chainalysis) screening
\- [@PhoenixTrade](https://x.com/PhoenixTrade) enabled native SOL collateral for crypto, equity, and commodity perps
\- [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click), [$FLY](https://x.com/search?q=%24FLY&src=cashtag_click), and [$WULF](https://x.com/search?q=%24WULF&src=cashtag_click) tokenized stocks went live on Solana via [@sunrise](https://x.com/sunrise), issued by [@Backpack](https://x.com/Backpack) Securities
\- [$PEPE](https://x.com/search?q=%24PEPE&src=cashtag_click) went live on Solana via [@sunrise](https://x.com/sunrise)
\- [@peaq](https://x.com/peaq) launched peaqOS on Solana and partnered with Doosan Robotics to bring Physical AI onchain
\- [@dawninternet](https://x.com/dawninternet) launched the USD infra Vault to tokenize wireless network and compute cash flows
\- [@scalar\_field\_](https://x.com/scalar_field_), an SEC-registered investment adviser, launched infrastructure for autonomous trading agents
\- [@ImperialPerps](https://x.com/ImperialPerps) unveiled Armada, a proprietary perps AMM with 1 bp execution fees
\- [@ripcarsio](https://x.com/ripcarsio) launched a Hot Wheels gacha featuring 1,500+ vaulted die-cast cars for onchain rips
\- [@avici](https://x.com/avici) debuted Pay with Link, allowing users to claim funds directly via shared URLs
\- [@Rosentica](https://x.com/Rosentica) deployed One Arena to [@solanamobile](https://x.com/solanamobile) Seeker alongside a $50K tournament
\- [@trendsdotrun](https://x.com/trendsdotrun) added X integration to instantly tokenize viral posts and trading theses
\- [@getstonkoptions](https://x.com/getstonkoptions) launched employee compensation rails for tokenized stock rewards
\- [@MonkeDAO](https://x.com/MonkeDAO) partnered with [@Solomon\_Labs](https://x.com/Solomon_Labs), starting with a $350K USDC-to-USDv treasury conversion, to fund [@MonkeFoundry](https://x.com/MonkeFoundry)
\- [@domaprotocol](https://x.com/domaprotocol) teased Domain Asset Vehicles, targeting a $360B+ illiquid asset class
📰 **Milestones**

\- [@Raydium](https://x.com/Raydium) crossed $5B in cumulative tokenized stock volume
\- [@xStocksFi](https://x.com/xStocksFi)’s [$VIDAx](https://x.com/search?q=%24VIDAx&src=cashtag_click) onchain DEX volume outpaced traditional stock exchange volume by 12.6x over 7 days
\- Solana led all blockchains in dApp revenue for the 14th straight week
\- [@phygitals](https://x.com/phygitals) sold a record 1M packs in a single week
\- [@PreStocks](https://x.com/PreStocks) reached 100K total holders
\- [@humafinance](https://x.com/humafinance) PST surpassed $300M in market cap
\- [@solflare](https://x.com/solflare) perps cleared $65M in volume within three weeks of launch
\- Solana daily stablecoin active addresses hit 888K in September
\- [@Mercuryo\_io](https://x.com/Mercuryo_io) reported 89% YTD on-ramp growth, with 85% of volume flowing into [$SOL](https://x.com/search?q=%24SOL&src=cashtag_click)
\- Solana processed 420M USDC transactions over the last 30 days

If you enjoyed this week’s newsletter, please share it with an RT.
Artwork by [@joiceloo\_art](https://x.com/joiceloo_art) 🔥
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