Grid Before GPUs
“Power and grid infrastructure, not chips, becomes the binding constraint on AI buildout.”
NAV per unit · on-chain
Unavailable
DELAYEDNot read yet30d return
+2.2%ILLUSTRATIVEResolution rule
Utilities outperform semiconductors by 10% over horizon
ILLUSTRATIVEResolution deadline
#220,100
ILLUSTRATIVEWhy this matters: NAV sets units; the resolution rule and deadline define the example settlement condition.
NAV per unit
0.001176 sBTC
7d −0.6% · 30d +2.2%
Legs
ILLUSTRATIVE| Asset | Side | Weight | Oracle | Last price | Price freshness |
|---|---|---|---|---|---|
| UTIL US utilities index | L | 55% | DIA | 342.10 | Illustrative · no live timestamp |
| URA Uranium index | L | 45% | DIA | 28.70 | Illustrative · no live timestamp |
| SOX Semiconductor index | S | 100% | PYTH | 5,122.00 | Illustrative · no live timestamp |
Resolution · ORACLE
Utilities outperform semiconductors by 10% over horizon
Source: DIA index feeds
This Thesis settles when its condition is met or at block #220,100, whichever is first.
Rebalance history
ILLUSTRATIVE- #182,300Initial weights set
Fees
DELAYEDNot read yet- Mint
- Unavailable
- Profit on cash-out
- Unavailable
Mint fee 0%. Performance fee 10% of profit at cash-out. No profit, no fee. These are the defaults. Current fee settings are not available yet.
Risks
- Synthetic exposure can lose value, including all collateral.
- Oracle failure or delay can affect pricing and resolution.
- Smart contracts are not audited.
- sBTC peg and staking rewards are variable.
- Testnet prototype: nothing here has monetary value.
On-chain feed · Stacks testnet
Powered by the STX.AI Network · Stacks testnet
Why this matters: Contract, block and transaction identify the record behind each event.
DELAYEDNot read yet