Thesis v1.5 is live on Solaris AI Apps: your baskets now follow your own rules, not just the AI's calls. π₯
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 π₯
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:
β One AI builds. Another audits. Every stock pick gets a second opinion.
β Every pick has receipts. See the news and reasoning behind each position.
β Your thesis can be wrong. The agent tells you exactly what would prove it wrong.
β You set the rules. "No Chinese stocks." "Max 30% in one name." Plain English.
β The portfolio evolves daily. Hold, rebalance or rotate as the market changes.
β Every decision gets graded. See whether the agent beats simply holding.
β 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.
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@SolarisAI_fun@solana@solana_ai So instead of manually researching stocks, choosing allocations, setting up rebalancing rules and tracking everything yourself, you tell an AI agent what you believe about the market π₯
π’ 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:
β Plain English β Weighted basket. Your thesis becomes a portfolio.
β News-backed picks. Every stock comes with sources explaining why.
β Know what breaks it. Every basket defines what would prove its thesis wrong.
β Your rules. "No Chinese stocks" or "Max 30% in one name."
β Daily AI reviews. Hold, rebalance, or rotate.
β Public track records. Every call graded against simply holding.
β One-click copy trading. Follow the best-performing baskets.
β Simulated swaps. Every trade checked before signing.
β Lower fees for $SOLARIS holders.
The best baskets get copied.
The first ones go live Monday π π
Today @solana followed Solaris, and solana:8EZqVPJdEWt754S17nghfa4Y4jQJ7tigBwsGbo1Tpump got a taste of what attention looks like.
A wallet kicked things off with a 200 SOL buy, roughly $22k, picking up over 4% of the supply and exiting within 30 seconds for about $8k profit. Bots jumped in, organic reach followed, volume cleared $500k, and the token rallied back after that exit to a new ATH around $2m market cap.
Fun day. Someone found a 30-second trade. Iβm holding for what this team spent more than two years building.
Solaris now gives people several ways into the same platform. You can open a ready-made App like FOMO Terminal to follow trading activity and set exit ladders, or use DCA to spread buys and sells over time. You can describe your own automation to Copilot and review the workflow it builds. You can go deeper on the canvas and wire the logic yourself.
All of that runs on the same underlying engine.
That changes who Solaris can reach. Someone who has never heard of a workflow node can start with an App that does something useful. A more experienced user can turn an idea into custom automation. Builders can create workflows and sell them through the marketplace. Each gets a different level of control without needing a separate platform.
I tested Flow for months, and this is why I see Solaris as the automation layer of Solana. The team built a foundation that can support finished products as well as the tools to build more of them.
As attention moves between trading, AI, launchpads and longer-term utility, that foundation remains useful. New workflows, Apps and integrations can extend it into more of what people actually want to do. The team does not have to rebuild the engine every time a new opportunity appears.
There is also a practical role for solana:8EZqVPJdEWt754S17nghfa4Y4jQJ7tigBwsGbo1Tpump inside that activity: buying execution credits and reducing eligible swap fees for qualifying holders.
Todayβs catalyst brought people to the door. Apps give more of them somewhere immediately useful to go once they arrive. That is why I expect this team to earn more recognition and support as the product reaches more people.
A roughly $2m ATH is a milestone. My conviction is in how much they have already built beneath it.
https://t.co/KLiU0L14vJ
@SolarisAI_fun