← All baskets

semiconductor supply chain

Launched by 0xC026…bAa0, who earns 0.3% of every mint and controls nothing else.

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
4
Creator fee
0.3%

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
HoldingTargetActualDriftPer shareHeldValue
NVDAx25.00%———0.000000000—
AMDx25.00%———0.000000000—
TSMx25.00%———0.000000000—
ASMLx25.00%———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 75,067,445

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.

HoldingBalance in base unitsToken contract
NVDAx00xc845b289…E0849d
AMDx00x3522513E…485E19
TSMx00x9e3bf4Ec…93b073
ASMLx00xC0B417e7…E5294F
Check it against the chainOpen the basket on OKLink →
Or read it from a node yourself
What the basket holds of NVDAx
cast call 0xc845b2894dBddd03858fd2D643B4eF725fE0849d "balanceOf(address)(uint256)" 0xCd5C039b7b3Cc6188D675465D08eaBCC5EfB98A6 --rpc-url https://rpc.xlayer.tech
Every constituent it is supposed to hold
cast call 0xCd5C039b7b3Cc6188D675465D08eaBCC5EfB98A6 "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