Rails Grove
Own the companies building crypto's rails, not the coins.
Buys open when the contract is live — composition and rules already public
Public snapshot captured 2026-10-08 UTC · monvera.best
What's inside
6 names · fixed weights| Company | Weight | Price | Why it's here |
|---|---|---|---|
| 20% | $175.31 | The regulated US exchange — trading, custody, and a USDC revenue share. | |
| 18% | $80.74 | Issues USDC and earns on the reserves behind it. | |
| 16% | $10.67 | Bitcoin miner scaling US energy capacity. | |
| 16% | $35.75 | Miner pivoting its rigs toward AI compute. | |
| 16% | $219.03 | AI cloud infrastructure — the compute rail both industries need. | |
| 14% | $23.19 | Datacenters built for HPC and AI tenants. |
Performance
1y, replayed at today's weightsBacktests are history, not promises.
Every fee, including the zeros
How it works
Custody: your own wallet holds every share, with no wrapper token and no pooled fund. Management is a permission you grant at deposit and can revoke instantly; every move it makes is a public transaction, price-checked on-chain.
Fee basis: your own cost, per wallet, on-chain — the 10% applies only above it, never to principal, never twice on the same gain.
Venue spread: priced into every quote you approve — paid to the market, not to Aibora.
Every buy, the whole basket: the $20 minimum is set so the smallest weight is still worth buying, so every holder owns all 6 names at the published weights whatever they put in; $100+ keeps trading costs a small share.
Rebalancing: no automatic rebalancing yet — the basket holds exactly what you bought.
How this basket is built
Equity exposure to the infrastructure of digital assets: the regulated exchange, the stablecoin issuer, the miners converting energy into compute, and the datacenters both industries rent. These are businesses with revenue, not tokens — but they move with crypto sentiment, and the swings are large.
Selection. Listed companies whose business IS crypto infrastructure — exchange, stablecoin issuance, mining, and the datacenter capacity underneath — limited to names a venue can fill on-chain today.
Weighting. Fixed weights, heaviest on the businesses with the most durable revenue, no name above 20%.
Rebalancing. None automatic today: your basket holds exactly what you bought until you change it. Expect crypto-sized drawdowns.
What's not in, and why
published, not silently dropped- MSTRNot yet routable on-chain — and closer to a leveraged bitcoin position than a rails business.
- SOFINot yet routable on-chain.
- GMENot yet routable on-chain.
composition changes wait 48h on-chainnon-custodial — only your wallet moves the basket