AiboraOpen Aibora
← All groves
+1$RAILSSectorOpens soon

Rails Grove

Own the companies building crypto's rails, not the coins.

Buys open when the contract is live — composition and rules already public

From$20all 6 names, every buy
Total invested$0cost basis, all holders
Investors0open positions
Fees paid so far$010% of realized profit only
1y vs S&P-18.9%S&P +15.8% · history, not a promise

Public snapshot captured 2026-10-08 UTC · monvera.best

What's inside

6 names · fixed weights
CompanyWeightPriceWhy it's here
COINCoinbase20%$175.31The regulated US exchange — trading, custody, and a USDC revenue share.
CRCLCircle18%$80.74Issues USDC and earns on the reserves behind it.
CLSKCleanSpark16%$10.67Bitcoin miner scaling US energy capacity.
IRENIREN Limited16%$35.75Miner pivoting its rigs toward AI compute.
NBISNebius16%$219.03AI cloud infrastructure — the compute rail both industries need.
APLDApplied Digital14%$23.19Datacenters built for HPC and AI tenants.

Performance

1y, replayed at today's weights
$RAILS · 1y-18.9%
S&P 500 · same yr+15.8%
Worst dip−50.2%
Sharpe0.06

Backtests are history, not promises.

Every fee, including the zeros

Entry$0
Management$0
Rebalancing$0
Network feesevery transaction sponsored — gas is on us$0
Exit in profitonly above your own cost basis · flat or at a loss: $010% of profit

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