STONK Fee-Gated Spot

Thesis

Buys the Solana STONK spot token using StonkFun daily fee evidence, with a finite two-tranche plan and protective exits.

Strategy

• Fee-gated entries: Entries require the previous full UTC day's fees at or above $900,000 and a Jupiter quote whose minimum output protects the buy price. • Two levels: The two $150 levels are $0.235 and $0.205, and each tier can be admitted once. • Exits: It sells below $0.178, takes half at $0.300, makes a final exit at $0.380, and liquidates October 14 at 4 PM ET.

Exposure

• Holds: STONK and USDC — Up to two $150 STONK spot tranches bought with allocated USDC. • Venue: Jupiter on Solana — Every swap is Jupiter-only; native SOL for fees and activation are Terminal requirements. • Leverage: None — Spot token purchases only. • Costs: Slippage, impact, fees — Every swap allows at most 1.5% slippage and reported impact no greater than 1.5%, plus SOL network fees. • Data: Circuit — CoinGecko prices and DefiLlama fees come through Circuit's vendor feeds, not direct vendor APIs. • On unwind: STONK sold — Closes remaining allocated STONK on user stop.