Real takes. Real exposure. A finish line.
Buy what
you believe.
Ideas people are already arguing about, read as investments. Buy the basket. Follow the call.
Not open yet. Move the sliders below to see how it works.
Financial activity
moves onchain.
Your allocation
$150.00 USDC
100% allocated · Author's weights
Interactive preview. No funds move.
- Tokenized stocks on Solana
- Your weights. Your wallet.
- No added Thesis fee
Early access
Get in when buying opens.
Four theses are written and running, each with its sources and the strongest argument against it. Buying is open to a small allowlist of wallets while market access is worked out. Leave an email and we will tell you when that changes.
From “I believe”
to “I own.”
An idea you understand.
An allocation you choose.
Find your conviction.
Read the argument, explore the businesses behind it, and decide whether you believe it too.
Make the basket yours.
Start with the author’s weights. Change the allocation to reflect your own point of view.
Own it on your terms.
Review the costs and approve each purchase. The stock tokens go straight to your wallet.
What happens if only part of my basket is purchased?
Three purchases, each in your control.
If you stop after the first purchase, you keep it. Unspent USDC stays in your wallet. You can review what happened before deciding whether to continue.
A pending transaction is checked before a replacement is offered, so a delay does not become a duplicate purchase.
1 of 3 purchased
$90.00 not spent on the remaining purchases. It is in your wallet.
A little clarity
before you commit.
What you own, what it costs, and where it works. The practical details, in plain language.
Where this works
The tokenized stocks are issued by Backed Finance. They are restricted for people in the United States, Canada, the United Kingdom and Australia, and the duty to enforce that sits with the platform rather than the buyer. A wallet address is not proof of eligibility, so access is gated instead of open.
What the issuer can do
Backed Finance can move these tokens out of any wallet, and can freeze all transfers. We read both powers directly off the mint accounts; they are live. Balances also rebase for dividends and splits, so your token count can change without a trade.
What you own
A token that tracks the price of a share. It is not the share. There is no vote and no shareholder right, and the claim is on the issuer rather than on the company. A Thesis position is our record of which trades belong to which idea — not a fund, not a pooled asset.
What it costs
About $0.16 per purchase plus 10 basis points, charged by Jupiter in USDC. Thesis takes no fee. The flat part does not shrink with size, so a small basket is expensive: $50 across three holdings loses roughly 1% to fees. That is why the minimum is $75.
There is no track record
This launched with no history. Every thesis says Tracking begins at publication, and there are no past returns on this site because there are none to show. Nothing here is a forecast, a promise, or investment advice.
Who holds the keys
You do. Thesis has no custody, cannot move your tokens, and cannot sell your position. An author publishing an update never trades on your behalf — it puts new evidence next to what you already own and leaves the decision with you.