Sovereign Compute, Part 2 is out
@mara.sol published a follow-up thesis. Part 1 matures 12 Mar 2027.
| Asset | Part 1 | Part 2 | Change |
|---|---|---|---|
| NVDAx | 14% | 10% | ▼ −4 pp |
| TSMx | 12% | 15% | ▲ +3 pp |
| Memes | 5% | 0% | ▼ removed |
| Power utilities xStocks | — | 12% | ＋ new |
Migrate in one step
Sells your Part 1 at NAV and buys Part 2. Fees: 1.25% out + 1.25% in = 2.50%. ≈4 min.
Migrate 833.9 SCIf you do nothing
Part 1 keeps running its rules until 12 Mar 2027, then rotates to its stable sleeve (USDC). You can sell any time.