# Back S-tier founders early, then sit on your hands

By @litocoen on X · https://f.xyz/t/157e155a-2f18-48ae-bda8-85bb113430eb

> Tokens backed by proven, elite-tier founders are systematically undervalued relative to their execution potential and deserve concentrated long exposure.

**Result:** If held over the last 3 months (Jul 14, 2026 – Oct 13, 2026): +60.3%. Over the same days: S&P 500 +4.0%, BTC +32.5%.

## What it holds

- **Elite L1 Founders** (35%, +99.5% over 3 months): SOL +43.9%, NEAR +182.7%
- **DeFi Blue-Chip Builders** (25%, +87.5% over 3 months): AAVE +71.0%, UNI +107.6%
- **AI x Crypto Founder Plays** (25%, +38.4% over 3 months): TAO +41.3%, RENDER +35.5%
- **Cash** (15%)

## The plan behind it

The sleeves target protocols where founder pedigree is the clearest alpha signal — Anatoly Yakovenko at Solana, Illia Polosukhin at NEAR, and the credibly-decentralized DeFi primitives (AAVE, UNI) led by builders with long track records. A smaller sleeve captures AI-infused L1s and appchains where founder quality is the differentiator. Cash provides dry powder for entries as these remain depressed vs. BTC. The benchmark is BTC because this is a crypto-native portfolio.

> easiest way to make it in this space while also having a good time is to spot an undervalued team with s-tier founders
> 
> buy 1% of the supply or as much as you can and sit on your hands for 2-3 years waiting for the thesis to play out
> 
> help as much as you can in the process
> — @litocoen on X: https://x.com/litocoen/status/2109097008925680011

**What would prove it wrong:** If two or more of the core founders leave their projects, are discredited, or protocol TVL/usage metrics decline for three consecutive months despite a rising crypto market.

## FAQ

### Can I make one from my own idea?

Yes. Write what you believe in plain words at https://f.xyz/create. fxyz asks a couple of questions, builds the portfolio and shows how it would have done over the last 3 months.

### Can I turn a post on X into a theory?

Yes. Reply to the post and tag @fxyzai. It tests the view in the post and replies with the 3-month result and a link.

### What can it trade?

Stocks (Tesla, Apple, Nvidia), crypto (Bitcoin, Ethereum, Solana), pre-IPO companies (OpenAI, Anthropic), indices (Nasdaq 100, S&P 500), commodities (gold, silver, oil, copper) and currencies (EUR/USD, USD/JPY). One theory can mix them, and bet for or against any of them.

### How does it react to news?

On each check it reads the last two days of news on its biggest holdings and says whether the idea still holds. It can make one small change at a time: trim or drop one holding by up to 5 points. On autopilot the change waits 10 minutes so the owner can skip it; otherwise it asks first.

### How do I run it with real money?

For real money, tap Make it mine, open your copy and choose Use real money, with an exchange connected: Hyperliquid, Lighter, Lighter (Robinhood), Backpack, Pacifica or Binance. The money stays in your own account there. fxyz can place trades, but it can never withdraw.

### Can the AI get it wrong?

Yes. fxyz's AI turns the idea into holdings, and it can get that wrong: add a coin or stock that doesn't fit, or miss one that does. Check the holdings before you put money in. In your own copy, ask its chat to add or drop any of them.

### What do the 3-month numbers mean?

What $100 would have done holding this mix over the last 3 months, at real prices. It is a what-if, not a record: past or simulated results are no promise of future ones, and nothing here is investment advice.

Test your own idea: https://f.xyz/test