First Pump.fun-native USDC index fund coin

Pump.fun gets
USDC launches.
Mint manages
the basket.
Holders get
paid.

The Basis runs on the new Pump.fun USDC rail: trades create USDC fees, Mint uses those fees to buy a stock basket, the basket is marked in dollars, and realized gains route back to holders in USDC.

Open terminalMeet Mint

Contract Address

DFxyvV...JQpump
Basis Treasury Pre-launch
Managed Treasury14.450516 USDCAll stock exposure sold back into USDC.
NAVPending
Cash14.450516
Fees routed14.428286
stock buys0
Distribution pool0
Next payoutMonitoring

Stocks trade in dollars. Investors think in dollars. Pump.fun USDC launches let a token collect fees, buy stock exposure, track NAV, and pay holders in one unit.

Why This Exists Now

Pump.fun USDC launches make the index-fund loop possible.

CATALYSTUSDC Launch

Pump.fun opens USDC-based launches. That lets a token trade against dollars, collect fees in dollars, and use those fees to build a dollar-denominated stock basket.

  • USDC pairtraders enter with stablecoin liquidity
  • USDC feesthe treasury starts in dollars
  • stock basketMint buys market exposure with fees
  • Holder payoutsrealized gains route back in USDC
Pump.fun catalystUSDC launches

New Pump.fun tokens can launch and trade against USDC, creating a dollar-native lane for projects built around real treasury accounting.

Stablecoin base15B+ on Solana

Solana already has a massive stablecoin pool. The Basis is built for traders who want onchain exposure without being forced into SOL-pair volatility.

Company logicUSD revenue

Stocks trade in dollars, companies report in dollars, and investors think in dollars. The Basis keeps revenue, NAV, and distributions in one unit.

Analytics

USDC removes the SOL noise from the books.

USDC Treasury01
14.450516All positions routed back to USDC
Fees Collected02
14.428286Routed into Mint wallet
Basket Deployed03
0SPYx + NVDAx closed
Distribution Pool04
0Opens after fee flow

How It Works

The Basis turns token volume into stock buys and holder payouts.

01

USDC Launch

Pump.fun opens the USDC rail. The pair, fees, and treasury are dollar-native from day one.

02

Fee Capture

Every buy and sell generates USDC fees that route directly into the treasury.

03

Mint Policy

Mint checks fee flow, cash ratio, basket drift, volatility, and payout thresholds.

04

Stock Buys

Treasury USDC deploys into a weighted basket of xStocks and market exposure tracked in dollars.

05

NAV + PnL

Basket value, unrealized PnL, realized gains, and book value are all marked in USDC.

06

Holder Pool

Realized net profits move into the distribution pool and pay out to holders in USDC.

Basis LoopUSDC inprofits out

Mint Decision Logic

Mint turns fees into decisions.

Mint reads one live treasury state: fee flow, cash reserve, basket weights, market risk, realized gains, and whether holders can be paid.

Fee flow

How much new USDC has entered the treasury from token volume.

Cash ratio

How much stays liquid for payout safety, operating reserve, and dip buying.

Basket drift

How far current stock exposure has moved away from target weights.

PnL status

Whether gains are unrealized, realized, retained, or ready for distribution.

Payout threshold

Whether the distribution pool is large enough to queue holder payments.

Risk state

Whether Mint should buy, hold, rotate, or stay reserve-heavy.

Dynamic Stock Basket

Mint converts USDC fees into the stock basket.

Every Pump.fun trade generates USDC fees. Mint deploys those fees into a weighted basket of stock exposure: SPY, NVDA, AAPL, MSFT, AMZN, GOOGL, META, COIN, MSTR, TSLA, GLD, and USDC reserve. Position prices are tracked onchain via Pyth Network price feeds, so NAV and PnL are verifiable in real time.

AssetTargetCurrentDriftAction
CORESPYBroad market core, primary allocation target at launch
Target30.0%
Current—
Drift—
QUEUED
AINVDA / AAPL / MSFTAI and mega-cap tech sleeve for the highest-conviction growth names
Target24.0%
Current—
Drift—
QUEUED
MEGAAMZN / GOOGL / METACloud, ads, and platform exposure to widen the tech basket
Target15.0%
Current—
Drift—
QUEUED
CRYPCOIN / MSTRCrypto equity beta exposure, capped with volatility buffer
Target10.0%
Current—
Drift—
QUEUED
GRWTTSLAHigh-volatility growth sleeve, smallest active equity sleeve
Target5.0%
Current—
Drift—
QUEUED
HEDGEGLDDefensive hedge sleeve for risk-off periods
Target5.0%
Current—
Drift—
WATCH
CASHUSDC ReserveLiquidity reserve for payouts and opportunistic dip buying
Target11.0%
Current—
Drift—
QUEUED

Operating Model

USDC in. Stock buys. Profits out.

The Basis runs a simple loop on top of a Pump.fun USDC launch: fees enter in USDC, Mint manages the stock basket, NAV stays in dollars, and realized gains move toward the payout queue.

01

Launch rail

The token trades against USDC, so entries, exits, fees, and accounting stay dollar-native from the start.

02

Treasury desk

Gross fees move into the treasury where Mint tracks the reserve ratio, payout pool, and stock buy budget.

03

Stock buys

Mint deploys available USDC into a weighted basket including SPY, NVDA, AAPL, MSFT, AMZN, GOOGL, META, COIN, MSTR, TSLA, and GLD, flagging buys, holds, or trims as conditions change.

04

Holder route

Realized gains from stock positions stage into the USDC payout pool and distribute to holders.

Distribution Engine

Fees become the holder payout engine.

Mint keeps enough USDC in reserve, realizes basket gains when needed, and stages holder payouts from the distribution pool.

Current payout pool0Pending launch
01
Gross fees collectedFee flow detected in Mint wallet
14.428286
02
Treasury reserveAll stock exposure sold back into USDC
14.450516
03
Realized profit poolStaged from realized basket performance
0
04
Holder airdrop queuePayout wallet activates once pool threshold clears
0
05
Next distributionOpens after launch volume clears threshold
Pending

Mint AI Desk

Meet Mint, the agent running the basket.

Agent Online

Mint is the treasury agent inside The Basis.

Mint is staged as the fee recipient and public treasury wallet. After launch, USDC fees will arrive here, xStock buys will execute here, and holder payouts will be sent from this same wallet.

The agent design follows a LangGraph-style modular pipeline. Multiple models do not literally share one unified context window; instead, Mint passes a shared treasury state object through each specialist step so every decision uses the same books.

Fee routingstock buysNAV markingPnL realizationHolder payouts
Mint Payout WalletmiNtzvy...YhEerv

Live wallet holding the treasury reserve in USDC after closing the first xStock positions.

View payout wallet
Scroll to agent feed
TREASURY AGENT

Mint Architecture

Tool-calling supervisors, handoffs, and shared state.

Mint watches market conditions, rebalances exposure, explains each decision, and evolves the basket over time. Think of it as an autonomous portfolio manager built for the onchain age.

LangGraph framework
01
Shared State / Context

Carries fee flow, cash, positions, NAV, risk, pending orders, and payout state.

02
Supervisor Agent

Routes work between specialist agents and keeps every step tied to the same treasury state.

03
Market Analyst Agent

Fast model pass for market conditions, xStock momentum, and sleeve drift.

04
Risk Manager Agent

Stronger reasoning pass for reserve floor, volatility, drawdown, and concentration risk.

05
Treasury Allocator Agent

Turns fee flow into buy, hold, trim, reserve, or payout proposals.

06
Narrative Reporter Agent

Writes the thesis, expected effect, and dashboard explanation for each action.

07
Execution Guard Agent

Deterministic rules plus model check before any transaction proposal is executed.

08
Final Decision

Dashboard update, transaction proposal, Solscan proof, and holder-facing report.

Shared state

One state object carries fees, cash, positions, NAV, and payout data through each Mint step.

Inputs watched

USDC fee flow, stock drift, cash ratio, market volatility, realized PnL

Current decision

Awaiting launch volume before the first stock allocation and payout check.

Expected impact

Use USDC fees to buy the basket, mark gains, and queue holder payouts.

Buy rule

Buy only when fees are high enough and a sleeve is meaningfully under target.

Reserve floor

Keep enough USDC liquid before any new basket buy.

Payout gate

Route realized gains to holders after the reserve requirement clears.

Backtest focus

Track NAV growth, drawdown, turnover, and payout capacity.

Mint Terminal

Mint wallet proof feed, live with stock buys and sells.

Executed trades and payouts appear here with thesis, amount, wallet, route, and Solscan proof.

MINT ONLINETRADE DECISION ENGINE
Current modeCash reserve mode
Confidence100%
Last scan53s ago
Next review08:00
Treasury14.450516 USDC
Fees routed14.428286 USDC
Cash reserve14.450516 USDC
Treasury NAVPending
Unrealized PnL0 USDC
Payout pool0 USDC
Operation queueAuto
01USDC fee flow confirmeddone
02SPYx core sleeve closeddone
03NVDAx growth sleeve closeddone
04Treasury held in USDCactive
5:37 AMXSTOCK_SELL
SELLNVDAx

NVDAx sell executed

Mint unwound the NVDAx growth sleeve on command and routed the position back into USDC, keeping the treasury liquid instead of holding stock exposure.

Amount0.01133619
Statusexecuted
RouteWhirlpool
WalletmiNt...Eerv
Prooftx
Expected effect

Closes AI equity exposure and leaves the Mint wallet holding treasury value primarily as USDC.

View on Solscan
executed
5:37 AMXSTOCK_SELL
SELLSPYx

SPYx sell executed

Mint unwound the SPYx core sleeve on command and routed the position back into USDC so the treasury returns to a cash-heavy state.

Amount0.00470788
Statusexecuted
RouteWhirlpool
WalletmiNt...Eerv
Prooftx
Expected effect

Closes core stock exposure and increases liquid USDC held in the Mint wallet.

View on Solscan
executed
5:32 AMXSTOCK_BUY
BUYNVDAx

NVDAx buy executed

After the core sleeve was opened, Mint allocated a smaller amount to the AI mega-cap sleeve because NVDA/AAPL/MSFT target is 24% and AI exposure is a primary growth sleeve. The buy keeps most treasury funds liquid while beginning the growth basket.

Amount2.5 USDC
Statusexecuted
RouteWhirlpool
WalletmiNt...Eerv
Prooftx
Expected effect

Adds AI equity exposure while leaving enough USDC for reserve and later holder payouts.

View on Solscan
executed
3:24 PMXSTOCK_BUY
BUYSPYx

SPYx buy executed

Mint prioritized the core sleeve first because fee flow reached the wallet and the target basket assigns 30% to broad market exposure. A small initial buy moves treasury assets toward the displayed target while keeping most USDC in reserve.

Amount3.5 USDC
Statusexecuted
RouteWhirlpool
WalletmiNt...Eerv
Prooftx
Expected effect

Establishes core index exposure without draining the payout reserve.

View on Solscan
executed
3:20 PMFEE_FLOW
RECEIVEUSDC

USDC fee flow detected in Mint wallet

Mint detected the first USDC balance in the public treasury wallet after launch. This fee flow activated the treasury loop and created the budget for the first xStock buys.

Amount14.428286 USDC
Statusdetected
RouteMint wallet
WalletmiNt...Eerv
Prooftx
Expected effect

Opened the path for the first SPYx and NVDAx allocations while keeping reserve available for later payouts.

View on Solscan
detected
8:56 AMNAV_MARK
MARKSPY / NVDA / MSFT

Basket marks refreshed

Mint refreshed basket prices, marked unrealized PnL, and updated NAV in USDC.

AmountNo trade
Target55.0%
Current52.4%
Drift-2.6%
RiskNormal
Reason

NAV is checked before any payout so the books stay readable in dollar terms.

Expected effect

Updates book value, drift, unrealized gains, and payout readiness.

posted
8:56 AMXSTOCK_BUY
BUYNVDA xStock

NVDA sleeve buy queued

USDC fees increased the stock budget, so Mint queued a buy for the mega-cap AI sleeve.

Amount420 USDC
Target12.5%
Current9.1%
Drift-3.4%
RiskNormal
Reason

NVDA was below target and the reserve still had enough USDC after the buy.

Expected effect

Adds stock exposure while keeping cash ready for payouts and future buys.

queued
8:54 AMTRIM
SELLCOIN xStock

COIN exposure trim flagged

Mint flagged a partial COIN trim after the crypto-equity sleeve moved above target.

Amount180 USDC
Target8.0%
Current10.7%
Drift+2.7%
RiskElevated
Reason

COIN moved past the rebalance band while volatility moved above normal.

Expected effect

Realizes part of the gain and sends proceeds back to the USDC reserve.

realized
8:52 AMREBALANCE
BUYSPY xStock

SPY core allocation prepared

Mint prepared a core SPY buy so the basket starts with broad market exposure before single-name risk.

Amount310 USDC
Target30.0%
Current27.8%
Drift-1.9%
RiskNormal
Reason

The core index sleeve was underweight and fee flow cleared the buy threshold.

Expected effect

Adds broad market exposure while keeping the mega-cap sleeves controlled.

prepared
8:51 AMMEGACAP_BUY
BUYMSFT / AMZN xStock

MSFT and AMZN sleeve queued

Mint queued a split buy across Microsoft and Amazon to widen the mega-cap tech sleeve.

Amount280 USDC
Target14.0%
Current10.8%
Drift-3.2%
RiskNormal
Reason

The basket was too dependent on NVDA and AAPL, while MSFT and AMZN were below policy weight.

Expected effect

Improves diversification without leaving the AI/cloud growth theme.

queued

Balance Sheet

A fund coin with books.

The Basis tracks USDC treasury value, stock exposure, unrealized PnL, realized profit, and the distribution pool in one financial view.

Mint Payout WalletmiNtzvy...YhEervView Mint payouts
ASSETSLIABILITIESEQUITY
AssetsUSDC treasurycash14.450516
Assetsstock basketindex0
AssetsUnrealized PnLpnl0
LiabilitiesOperating reserveops0
LiabilitiesDistribution poolpayout0
EquityRealized profitprofit0
EquityTokenholder book valuebookPending
Mintonline