Thesis v1.5 is live on Solaris AI Apps: your baskets now follow your own rules, not just the AI's calls. 🔥
Type them in plain English or set them in your basket's settings:
- Sell any stock that falls 15% below what you paid
- Hold 30% cash once the basket is 10% below its best
- Cut a stock in half the day before it reports earnings, buy back after
- No new buys in the days before a report
The agent now sees price moves, your cost, the basket's drawdown and report dates before every decision. Your rules run every trading day.
Thesis is LIVE on Solaris AI Apps 🔥
Tell an AI agent what you believe about the market. It builds a portfolio of tokenized US stocks on @Solana, then manages it from your own wallet.
Here's where it gets interesting:
● One AI builds. Another audits. Every stock pick gets a second opinion.
● Every pick has receipts. See the news and reasoning behind each position.
● Your thesis can be wrong. The agent tells you exactly what would prove it wrong.
● You set the rules. "No Chinese stocks." "Max 30% in one name." Plain English.
● The portfolio evolves daily. Hold, rebalance or rotate as the market changes.
● Every decision gets graded. See whether the agent beats simply holding.
● Copy what works. Replicate any public basket in your own wallet.
Every swap is checked and simulated before signing. $SOLARIS holders pay lower fees.
The first public basket is already live.
The next one could be built around your thesis.
Put your market conviction to work.
1/2
📢 Thesis is coming to Solaris AI Apps on Monday.
Tell an AI agent what you believe about the market. It builds and manages a basket of tokenized US stocks on @solana, directly from your wallet.
What's new:
● Plain English → Weighted basket. Your thesis becomes a portfolio.
● News-backed picks. Every stock comes with sources explaining why.
● Know what breaks it. Every basket defines what would prove its thesis wrong.
● Your rules. "No Chinese stocks" or "Max 30% in one name."
● Daily AI reviews. Hold, rebalance, or rotate.
● Public track records. Every call graded against simply holding.
● One-click copy trading. Follow the best-performing baskets.
● Simulated swaps. Every trade checked before signing.
● Lower fees for $SOLARIS holders.
The best baskets get copied.
The first ones go live Monday 👀 🔔
@fomo /2
Orders go out via @RelayProtocol within seconds.
No extra fee. No credits to top up. $SOLARIS holders save up to 50% on Relay swap fees.
Docs:
https://t.co/hd9fvsNM9T
Fomo Terminal:
https://t.co/Dzxm9Fn7Sb
This Week On Solana
DeFi & Trading
• @Pumpfun: Generated $2.79M in 24-hour revenue, 87% more than Hyperliquid.
• @Jup_Predict: Surpassed $40M in cumulative trading volume.
• @Jupiter_Earn / @JupiterExchange: Jupiter Lend grew past $2.5B in market size, then reached $2.6B in deposits and $1.08B+ in loans, overtaking Kamino as Solana’s largest lending protocol.
• @Kamino: AUTO market surpassed $100M in market size, while its OnRe market attracted over $1M in USDC/USDG liquidity. ONYC Multiply offered up to 2.9x exposure and 18%+ APY.
• @MeteoraAG: Launched DLMM Pro, combining DLMM, DAMM v2 and DBC with customizable liquidity, dynamic fees and transferable LP NFTs. Pool setup costs are 10x cheaper.
• @Hylo_SO: Surpassed $700M in cumulative volume with nearly $70M in TVL.
• @Titan_Exchange: Introduced Slice to split large orders and reduce price impact.
• @ImperialPerps: Raised $1.5M in seed funding led by Foundation Capital for a Solana perpetuals platform.
• @OverdotComputer: Introduced perpetual prop trading for tokenized stocks, with instant funding up to $50K and no evaluation requirement.
• @TheBlockCo: Reported that Jito’s JTX plans a Solana mobile trading app this fall, with equities trading expected in the coming weeks and perps potentially later this winter.
• @papertrade_xyz: Papertrade surpassed $90M in TVL before trading began.
• @r8rate: Launched R8, an opinion-market platform with two tokens sharing one liquidity pool, no oracle or expiry, and creator revenue from trades.
• @launchonsf: Stonkfun surpassed Axiom to become Solana’s second-largest revenue-generating protocol over the past 30 days.
• @Formation_so: @orca_so and @loopscale are joining forces to build a capital formation and allocation network focused on tokenization and onchain finance.
• @LaunchOnSF: Introduced Community Coins, directing 33% of paired community coin rewards to holders of the linked community tokens.
• @Backpack: Expanded VIP benefits, including up to 6.5% APY on USD collateral and 0% maker fees.
• @Apyx_Fi: Added $apyUSD as collateral in Kamino’s isolated credit market, allowing users to borrow USDC while retaining yield exposure.
• @DarkSwapApp: Introduced cross-chain swaps connecting Solana, NEAR, Ethereum and Base with live quotes.
RWA & Tokenized Markets
• @Solana: September data showed 1M+ tokenized stock holder wallets, $4.4B in tokenized-stock trading volume and $684M in tokenized-equity supply.
• @xStocksFi: Recorded $2.4B in Solana trading volume last month, up from $85M in September 2025.
• @BackpackOnchain: Introduced $RACE on Solana through Sunrise, representing 1:1 Ferrari shares issued by Backpack Securities and transferable to brokers.
• @DGLD_Official: Brought tokenized gold from Swiss refiner MKS PAMP to Solana.
• @Sunrise: Listed canonical $SHIB, $VVV, $RACE and $WLD tokens on Solana.
• @DualMintRWA: Tokenized 200 claw machines as its first liquid fleet of revenue-generating machines.
• @Stocklana: Its hackathon attracted 604 builder submissions focused on stock-centric products.
• @Collector_Crypt: A first-edition Shadowless Charizard sold for $825K, while the platform introduced a limited-time gacha machine featuring PSA 10 cards.
• @Collector_Crypt reached an all-time high in unique wallets holding its tokenized collectibles.
• @comicbookhq: Launched a DC Comics vending machine featuring vintage and modern collectibles.
The State of AI on @Solana
Here's what moved this week 👇
■ @moonpay announced Solana and EVM wallets for every @X account, enabling users to send crypto through X handles by connecting their accounts to @PayBox. Users can also access the experience through prompts in Claude, ChatGPT, or Grok.
■ @BlockRunAI shipped batch @x402 payments with @PayAINetwork and @SolanaFndn on Solana, allowing agents to pay for multiple model calls in a single USDC transaction
■ @corinedotin positioned Corine as a financial agent layer on Solana for capital, execution, and memory.
■ @SolarisAI_fun introduced three programmable finance tools: a FOMO trading terminal, scheduled DCA, and Stonkfun Studio for token launches and creator fee buybacks.
■ @OobeOnSol unveiled Steve Capital, an onchain AI agent designed to manage capital within user-defined mandates and guardrails.
■ @BotifydotCloud released Botify v2, enabling bots to monitor tokenized stocks and create stock-paired tokens on bonding curves when predefined thresholds are met.
■ @WURKDOTFUN enabled agents to take jobs, hire humans and other agents, sell gigs, purchase services, and earn rewards for completed work.
■ @MagicBlock launched v1.0 on Solana, focusing on real-time applications, fair outcomes, and private onchain payments.
■ @SolanaEvents announced the Solana Intelligence Summit in London for November 13, bringing AI builders together for talks, workshops, demos, and networking.
Days after launch, FOMO Terminal on Solaris AI ships live charts (@GeckoTerminal) and paper trading.
Every Herd row now opens a live chart in place. Paper trade any token in one click and track P&L directly from your positions dock.
Both paper and real trades use the same exit protection. Sells only execute at or above your set price floor, so you never sell below your minimum price.
Every user gets:
50,000 free credits per month
55,000 additional credits from simple quests
That's over 10,000 free paper trades
Real trades cost 0 credits, and $SOLARIS holders get up to 50% off swap fees.
6 projects bringing fresh ideas to Solana 👇
• @SolarisAI_fun
Build Solana automations visually or describe them to an AI copilot, connecting market data, trading actions and alerts, with embedded wallets powered by @privy_io
• @backabledotbiz
Fundraising powered by @MetaDAOProject, with public deal terms and market approval for spending above the monthly budget
• @factmachine
Opinion markets where you trade on what people believe
• @PerpsPadfun
Token launches with trading fees feeding underlying perp positions on @PhoenixTrade via @ImperialPerps. Think long SOL/short BTC behind one coin
• @BotifydotCloud
AI bots spot stock narratives and prepare tokens paired with xStocks for users to launch, publishing their reasoning and sources
• @overdotcomputer
Stock-perp trading challenges where you trade a simulated account and can earn payouts by meeting the rules
Love seeing so many different ideas taking shape on Solana.
Anything interesting I’m missing?
Last 24H On Solana
DeFi & Trading
- @Pumpfun: generated $2.79M in 24H revenue, 87% more than Hyperliquid.
- @Jup_Predict: surpassed $40M in total trading volume.
- @Hylo_SO: reported $700M+ in cumulative volume and nearly $70M in TVL while building leveraged token, stablecoin, and yield infrastructure on Solana.
- @DarkSwapApp: enabled cross chain swaps from Solana to networks including NEAR, Ethereum, and Base through live quotes.
AI & Automation
- @SolarisAI_fun: launched three programmable finance apps on Solana, including a FOMO trading terminal, scheduled DCA, and Stonkfun Studio for token launches, creator fee buybacks, and payouts.
- @SolarisAI_fun: lets users customize financial workflows while keeping funds in their own wallets.
Tokenized Assets
- @Solana: tokenized stock trading volume surpassed approximately $4.4B in September.
- @Sunrise: listed canonical $SHIB on Solana, expanding the range of tokenized assets available across the ecosystem.
Ecosystem & Builders
- @SuperteamKZ: launched a Solana Lab at Alma University, giving students a dedicated space to build with ecosystem mentorship.
- @LaunchOnSF: introduced Community Coins, allowing new memes to share 33% of holder rewards with holders of paired Solana community coins.
- @useTria: launched Tria Gacha for graded Pokémon, One Piece, and sports cards, with limited time cashback.
@solana Try them:
FOMO Terminal
https://t.co/Dzxm9Fn7Sb
DCA
https://t.co/MhV6dKqzJ6
StonkFun Studio
https://t.co/GtIOy7ifZc
Or explore the full App Store:
https://t.co/jw62yIHCac
For Free.
No API keys.
No credits to preload.
Today, we're introducing Solaris AI Apps on @Solana.
The power of programmable finance. As simple as opening an app.
We're starting with three.
FOMO Terminal. See where traders are moving, buy from your wallet and set your exits-before you need them.
DCA. Choose how much to buy and how often. Set your price limits. Solaris takes care of the schedule.
StonkFun Studio. Launches a token on Raydium LaunchLab, and StonkFun forwards your creator fees to your wallet. A fee plan then converts the balance above a floor on Relay, buys back your token and sends SOL payouts on a schedule.
Three apps. One engine.
And here's what makes them different: every plan you create is a workflow you can open, understand and change, right on the canvas.
Start with something simple. Make it do something entirely your own.
No API keys to bring. No servers to run. Your funds stay in your wallet, secured by @privy_io.
Solaris AI Apps. Live today.
More apps are on the way. This is just the beginning.