semiconductor supply chain

Fork this basket →

Forking copies these holdings into your own basket, with your own fee. This one is untouched by it, and anyone with the link can buy either.

—

held by the contract, priced through the routes a purchase would use

Value per share: —
Shares out: 0
Holdings: 2
Creator fee: None

One transaction buys every equity in the basket and holds them for you.

Rebalance

Agent only

Equal weight is a statement about value, so a basket drifts as its holdings move. Rebalancing sells what has grown and buys what has lagged — value never leaves the basket.

Holdings

Nothing bought yet

Holding	Target	Actual	Drift	Per share	Held	Value
TSMx	50.00%	—	—	—	0.000000000	—
ASMLx	50.00%	—	—	—	0.000000000	—

How this basket works

BackingThe contract holds the real tokenized equities, one for one

RedemptionSell your shares back for your exact portion of what it holds

RebalanceThe agent can trade it back to equal weight. It cannot take anything out

ControlNobody owns it, nobody can pause it, and the holdings were set when it deployed

Proof of reserve

read at block 75,067,574

The holdings above are not a report of what this basket owns. They are its token balances, read from the chain — no valuation we publish, no oracle in the path. Here is the same thing in base units, and how to read it back yourself.

Holding	Balance in base units	Token contract
TSMx	1	0x9e3bf4Ec…93b073
ASMLx	1	0xC0B417e7…E5294F

Check it against the chainOpen the basket on OKLink →

Or read it from a node yourself

What the basket holds of TSMx

cast call 0x9e3bf4Ecfc44EeDD624F26656B6736a3F093b073 "balanceOf(address)(uint256)" 0x1a07bE62731B8ca28C16d8674b01B481B4519a83 --rpc-url https://rpc.xlayer.tech

Every constituent it is supposed to hold

cast call 0x1a07bE62731B8ca28C16d8674b01B481B4519a83 "constituents()(address[])" --rpc-url https://rpc.xlayer.tech

Because the backing is readable on chain, a Thesis basket can be priced as collateral by any lending market on X Layer — with no integration on either side, and nobody taking our word for what it holds.

Thesis · permissionless index launchpad for tokenized equities · OKX Dev Day 2026