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market open · prices liveblock 104,753,505
Lalita’s read · tiltedThis wallet
is 28% BABA.
28% hidden in BEANS
It holds more BABA than its token list makes obvious.
Stock exposure$324.63
Hidden in memes82%
Stocks tracked23
Where it comes from
directthrough a paired meme
In this wallet · 34 tokensUnderlying stocks · 23 How it changed
Oct 18 → Nov 3 · 3 snapshots, recorded on the dayStock exposure, USDdirecthidden in memes
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Risk read
Top stock28%BABA · below 40%
Hidden in memes82%$265.16 across 15 memes
Thin exits1MANGA · ~7% of pool
Price sources19/1912 Chainlink · 7 Robinhood quote
Evidence
every token, and why Lalita links it to a stock| Token | Tracks | Why | Amount | Value |
|---|
| BEANS | BABA · paired | Launched against BABA on uniswap v4 | 6.62M | $91.66 |
| MANGA | AMZN · paired | Launched against AMZN on uniswap v4 | 13.88M | $48.41 |
| JEWFOLIO | ORCL · paired | Launched against ORCL on uniswap v4 | 10.85M | $40.51 |
| MEMESTOCKS | AAPL · paired | Launched against AAPL on uniswap v4 | 6.57M | $25.22 |
BEANSmeme · paired with BABA$91.66
MANGAmeme · paired with AMZN$48.41
MEMESTOCKSmeme · paired with AAPL$25.22
Foliomeme · paired with AAPL$20.00
JEWFOLIOmeme · paired with ORCL$40.51
MIDASmeme · paired with SPY$19.58
BOWmeme · paired with SPY<$0.01
AImeme · paired with NVDA$17.96
MICRODUCKmeme · paired with NVDA$0.40
16 more stocksMCD, PLTR, DJT, AMD$37.49
BABA28%
28% hidden in BEANSAMZN15%
15% hidden in MANGAAAPL14%
<1% direct · $1.4514% hidden · $45.44 in MEMESTOCKS
ORCL13%
<1% direct · $1.3012% hidden · $40.51 in JEWFOLIO
SPY7%
<1% direct · $2.726% hidden · $19.58 in MIDAS
NVDA6%
<1% direct · $1.636% hidden · $18.37 in AI
BABA28%
AMZN15%
AAPL14%
- ┄ MEMESTOCKS · meme$25.22
- ┄ Folio · meme$20.00
- ■ AAPL $1.45
- ┄ INU · meme$0.22
ORCL13%
- ┄ JEWFOLIO · meme$40.51
- ■ ORCL $1.30
SPY7%
- ┄ MIDAS · meme$19.58
- ■ SPY $2.72
- ┄ BOW · meme<$0.01
NVDA6%
- ┄ AI · meme$17.96
- ■ NVDA $1.63
- ┄ MICRODUCK · meme$0.40
NFLX5%
MCD5%
PLTR1%
DJT1%
- BABA went from 75% to 28% of this wallet's exposure since Oct 18.
- Most of that move came through memes, not from BABA itself.
- The share hiding in memes went from 88% to 82%.
| Stock | Oct 18 | Now | Change |
|---|
| BABA | 75% | 28% | −47.2 pts |
| AMZN | — | 15% | +14.9 pts |
| AAPL | 7% | 14% | +7.7 pts |
| ORCL | — | 13% | +12.9 pts |
| SPY | — | 7% | +6.9 pts |
| NVDA | — | 6% | +6.2 pts |
Total: $393.20 → $324.63| Folio | AAPL · paired | Launched against AAPL on uniswap v4 | 5.67M | $20.00 |
| MIDAS | SPY · paired | Launched against SPY on uniswap v4 | 5.41M | $19.58 |
| AI | NVDA · paired | Launched against NVDA on uniswap v4 | 5.47M | $17.96 |
| NFLX | NFLX · direct | Official Stock Token · Robinhood quote × dividend multiplier | 0.257 | $16.07 |
| MCD | MCD · direct | Official Stock Token · Robinhood quote × dividend multiplier | 0.0555 | $14.70 |
| PLTR | PLTR · direct | Official Stock Token · Chainlink price | 0.0241 | $4.12 |
- This wallet holds a very long token list; only the first 200 were checked.
It holds more BABA than its token list makes obvious.
- 0128% of this wallet’s stock exposure tracks BABA.
- 0282% of it ($265.16) sits in 15 memes paired with 10 different stocks. That exposure never shows up in the token list.
- 03This wallet’s MANGA is about 7% of its pool. Selling it all at once would move the price.
- 044 tokens use a stock's ticker but are not official Stock Tokens: "NetNet" (NET), "The Bull" (BULL), "SPX6900" (SPY).