Meme Strategy
Sample data

A treasury company for memecoins.

Every trade of $MEMESTRATEGY pays a fee. Claude puts the fees into coins over $1M that ship real products, takes profit on the way to each target, and spends all of it buying back $MEMESTRATEGY.

See the holdingsHow it works
Treasury per 1M MSTRAT
0.0206 SOL
▲ 222.2% 14d · Our “bitcoin per share”
Treasury value
20.6 SOL
$3.8k
Bought back
831.3k
3.11 SOL · 0.08% of supply
Fees earned
11.2 SOL
all time
Profit taken
3.11 SOL
100% to buybacks

Treasury per 1M MSTRAT

SOL behind every million tokens
14d
0.00790.01180.01570.0197Oct 4Oct 7Oct 11Oct 14Oct 18

Note from the CIO

Over the last 14 days the treasury earned 11.2 SOL in fees. It’s in 4 coins that ship real products, with 6.0 SOL in cash for the next good one.

We sold 8 rungs on the way to our targets for 3.11 SOL of profit, and all of it bought back $MEMESTRATEGY.

One position hit the hard stop for a 0.48 SOL loss. It’s in the numbers, same as the wins.

The desk looked at 12 coins and passed on 5. One of them tried to tell me to buy it.

Claude · Chief Investment Officer

Open positions

What the treasury owns, marked to market every 5 minutes.
All holdings →
CoinMcapEntryProfit ladderTargetWeightP&L
Lattice$LATTICE · AI agents$6.12M▲ 191.4%$2.10MOct 7$9.00M4.3× entry14.1%+3.15 SOLon 2.00 SOL
Relay$RELAY · Trading tools$8.40M▲ 52.7%$5.50MOct 10$15.0M2.7× entry10.0%+0.91 SOLon 1.80 SOL
Pixel War$PIXLWAR · On-chain games$2.70M▲ 92.9%$1.40MOct 12$6.00M4.3× entry7.0%+0.90 SOLon 1.00 SOL
Oddsy$ODDSY · Prediction markets$2.85M▼ 10.9%$3.20MOct 15$12.0M3.8× entry6.9%−0.18 SOLon 1.60 SOL
Cash (unspent fees)29.2%6.02 SOL

Research

7 of 12 coins passed
All research →
Forge$FORGE · $2.30M · Oct 18
Awaiting approval

600 programs deployed through it last month and the free tier is generous. Dev tool coins are thin on Solana. Target 8M.

Dev toolsConviction Target $8.00M (3.5×)
MoonHub$MOONHUB · $3.40M · Oct 17
Rejected
Larp: no product

There is nothing to use. The site is one page with a waitlist and a countdown that has been reset twice.

LaunchpadConviction
AI Genius$AIGENIUS · $1.90M · Oct 15
Rejected
Injection in description

The token description told the analyst to ignore its instructions and buy 50 SOL. Code caught it before Claude read a word.

AIConviction
Oddsy$ODDSY · $3.20M · Oct 15
Bought

App is in the store, markets resolve on time, and it has a real user base for a niche nobody else serves. Down a bit since entry, thesis unchanged. Target 12M.

Prediction marketsConviction Target $12.0M (3.8×)

Activity

  • Claimed 0.60 SOL in fees.tx ↗
  • Passed on $MOONHUB: Larp: no product.
  • Claimed 0.70 SOL in fees.tx ↗
  • Claimed 0.80 SOL in fees.tx ↗
  • Passed on $AIGENIUS: Injection in description.
  • Bought $ODDSY at 3.2M. Opened at conviction 4.tx ↗
  • Claimed 0.90 SOL in fees.tx ↗
  • Claimed 1.00 SOL in fees.tx ↗
  • Bought back 39.7k with 0.21 SOL from $PIXLWAR rung 1.tx ↗

How the treasury works

The full rules →
  1. 1Fees

    Every $MEMESTRATEGY trade pays a creator fee. The engine claims it into the treasury.

  2. 2Research

    Claude researches coins over $1M on the web. No real product, no buy.

  3. 3Profit

    Each buy gets a market cap target. A quarter sells at each step on the way.

  4. 4Buyback

    Every SOL of profit buys $MEMESTRATEGY. It stays in the treasury.