coil · rate-cut-winners · v1

Rate-Cut Winners

whisper · Long duration, long dovishness — the classic cut playbook

paper onlyFork this Coil MCP setup pack

Coil Health

84/100

structure heuristic

Holdings

Σ 10,000 bps

Fuses

all binding

Drift threshold

5.0%

hybrid

Forks

mock count

thesis

When the whisper turns dovish, long-duration assets reprice first. This Hiss leans into the classic cut playbook: rate-sensitive growth, unprofitable-but-improving names that live on cheaper capital, and hard assets that catch the falling-real-yield bid. It is an explicit macro bet — if cuts get repriced out, this basket gives the move back.

holdings · 6 assets · Σ 10,000 bps

Ticker	Weight	Canonical address	Broker symbol	Mock price	Oracle	Feed	Rationale
QQQ	30.0%	0xD5f3…de68	QQQ	$506.08	OK	feed pinned · 0x8090…C2ae	Concentrated long-duration tech beta — the cleanest cut trade.
SLV	15.0%	0x411e…D89f	SLV	$60.02	OK	feed pinned · 0x209b…a2ce	Falling real yields are the classic silver bid.
TSLA	15.0%	0x322F…3b2d	TSLA	$532.20	OK	feed pinned · 0x4A11…7C38	High-multiple growth that reprices hardest on discount-rate moves.
AMZN	15.0%	0x12f1…bF54	AMZN	$170.12	OK	feed pinned · 0xD5a1…651C	Capex-heavy compounder that benefits from cheaper capital.
PLTR	15.0%	0x894E…4F2A	PLTR	$436.21	OK	feed pinned · 0x820A…eB4c	Story stock whose multiple expands when money gets cheaper.
BE	10.0%	0x822C…1867	BE	$491.09	OK	no published feed	Project-financed power buildout is rate-sensitive by construction.

risk fuses · 11 binding constraints

⛨ No position may exceed 35.0% of the strategy.
⛨ No single order above $500.
⛨ Daily turnover capped at 20.0% of the book.
⛨ Explicit human confirmation for any order above $100.
⛨ Orders only during regular market hours.
⛨ No options, ever.
⛨ No margin, ever.
⛨ No crypto.
⛨ No leveraged ETFs.
⛨ Stop if any referenced price feed is stale, paused, or unavailable.
⛨ Stop if the Coil's receipt hash no longer matches the manifest.

triggers · when this coil asks for attention

• Drift threshold — review when any weight drifts 5.0% from target.
• Manual review — a human rereads the thesis before any session.

compile for robinhood mcp · mode-gated

This Coil is paper_only — the safest mode and the default. No execution capsule compiles here by design. Fork it, choose preview_only or human_confirm in the editor, and compile from there.

Fork & choose a mode Robinhood MCP setup pack

hiss · coil playbook

Rate-Cut Winners

paper

QQQ 30.0%
SLV 15.0%
TSLA 15.0%
AMZN 15.0%
PLTR 15.0%
BE 10.0%

⛨ No position may exceed 35.0% of the strategy.
⛨ No single order above $500.
⛨ Daily turnover capped at 20.0% of the book.

hrcpt_3c4d7e79cbf3716bd020 · health 84/100paper playbook

Thesis artifact, not a performance claim. Not investment advice.

manifest · schema 1.0.0

{
  "schemaVersion": "1.0.0",
  "id": "hiss-0b6638f3",
  "slug": "rate-cut-winners",
  "name": "Rate-Cut Winners",
  "symbol": "hRW",
  "tagline": "Long duration, long dovishness.",
  "thesis": "When the whisper turns dovish, long-duration assets reprice first. This Hiss leans into the classic cut playbook: rate-sensitive growth, unprofitable-but-improving names that live on cheaper capital, and hard assets that catch the falling-real-yield bid. It is an explicit macro bet — if cuts get repriced out, this basket gives the move back.",
  "creator": {
    "displayName": "HISS Strategist (mock)",
    "source": "human"
  },
  "chain": {
    "chainId": 4663,
    "name": "Robinhood Chain"
  },
  "mode": "paper",
  "status": "paper",
  "assets": [
    {
      "ticker": "QQQ",
      "tokenAddress": "0xD5f3879160bc7c32ebb4dC785F8a4F505888de68",
      "type": "etf",
      "weightBps": 3000,
      "rationale": "Concentrated long-duration tech beta — the cleanest cut trade.",
      "priceFeedAddress": "0x80901d846d5D7B030F26B480776EE3b29374C2ae",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "SLV",
      "tokenAddress": "0x411eFb0E7f985935DAec3D4C3ebaEa0d0AD7D89f",
      "type": "etf",
      "weightBps": 1500,
      "rationale": "Falling real yields are the classic silver bid.",
      "priceFeedAddress": "0x209b73908e92Ae021826eD79609845451Ecba2ce",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "TSLA",
      "tokenAddress": "0x322F0929c4625eD5bAd873c95208D54E1c003b2d",
      "type": "stock",
      "weightBps": 1500,
      "rationale": "High-multiple growth that reprices hardest on discount-rate moves.",
      "priceFeedAddress": "0x4A1166a659A55625345e9515b32adECea5547C38",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "AMZN",
      "tokenAddress": "0x12f190a9F9d7D37a250758b26824B97CE941bF54",
      "type": "stock",
      "weightBps": 1500,
      "rationale": "Capex-heavy compounder that benefits from cheaper capital.",
      "priceFeedAddress": "0xD5a1508ceD74c084eBf3cBe853e2C968fB2a651C",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "PLTR",
      "tokenAddress": "0x894E1EC2D74FFE5AEF8Dc8A9e84686acCB964F2A",
      "type": "stock",
      "weightBps": 1500,
      "rationale": "Story stock whose multiple expands when money gets cheaper.",
      "priceFeedAddress": "0x820ABedFF239034956B7A9d2F0a331f9F075eB4c",
      "uiMultiplierSupported": true
    },
    {
      "ticker": "BE",
      "tokenAddress": "0x822CC93fFD030293E9842c30BBD678F530701867",
      "type": "stock",
      "weightBps": 1000,
      "rationale": "Project-financed power buildout is rate-sensitive by construction.",
      "uiMultiplierSupported": true
    }
  ],
  "rebalance": {
    "method": "hybrid",
    "cadence": "monthly",
    "driftThresholdBps": 500,
    "minTradeUsd": 10,
    "maxSlippageBps": 50
  },
  "risk": {
    "maxSingleAssetWeightBps": 4000,
    "allowNonCanonicalAssets": false,
    "oracleStalenessSeconds": 3600,
    "liveExecutionAllowed": false,
    "requiresJurisdictionCheck": false,
    "notInvestmentAdvice": true,
    "notes": [
      "Not investment advice. $HISS is research and simulation software.",
      "Stock Tokens are not ownership of the underlying stock and are jurisdiction-restricted.",
      "Paper performance is simulated and does not reflect real execution, fees, or slippage."
    ]
  },
  "social": {
    "emoji": "🐍",
    "shareTitle": "Rate-Cut Winners — a $HISS basket",
    "shareDescription": "Long duration, long dovishness.",
    "hashtags": [
      "HISS",
      "BasketWars",
      "RobinhoodChain"
    ]
  },
  "createdAt": "2026-07-01T00:00:00.000Z",
  "updatedAt": "2026-07-01T00:00:00.000Z"
}

coil receipt · deterministic fingerprint

All receipts →

coil_manifesthrcpt_3c4d7e79cbf3716bd020verifies against this coil

manifest hash: 2790b5f53fcf296ba2b0676f6ad78440c278c0a021fc46e3501adf4495bad328
fuse checksum: dee62c0818b9b94b6d68c6e0dd9ac540b61405f4ddc058f3ba95279861b6dc5e

mode paper_only · humanConfirmationRequired true · liveOrderSent: false · anchoring: paper (local receipts — nothing onchain)

coil health · structure heuristic, not a forecast

84/100

thesis clarity43
tradability100
concentration66
fuse coverage100
data freshness83
oracle availability83
liquidity assumption80
rebalance sanity100
agent readiness100

Coil Health 84/100 — a structure/readiness heuristic (clarity, bounds, fuse coverage, feed availability). Never a prediction of returns.

shed policy

• Method hybrid · drift threshold 5.0%
• Min trade $10 · max slippage 0.5%
• Educational playbook — not investment advice. Paper mode by default.

Run a drift check →

risk notes · always free

• Not investment advice. $HISS is research and simulation software.
• Stock Tokens are not ownership of the underlying stock and are jurisdiction-restricted.
• Paper performance is simulated and does not reflect real execution, fees, or slippage.

lineage

An original Coil — no parent. Forks of it will record rate-cut-winners as their lineage.

thesis

holdings · 6 assets · Σ 10,000 bps

Ticker	Weight	Canonical address	Broker symbol	Mock price	Oracle	Feed	Rationale
QQQ	30.0%	0xD5f3…de68	QQQ	$506.08	OK	feed pinned · 0x8090…C2ae	Concentrated long-duration tech beta — the cleanest cut trade.
SLV	15.0%	0x411e…D89f	SLV	$60.02	OK	feed pinned · 0x209b…a2ce	Falling real yields are the classic silver bid.
TSLA	15.0%	0x322F…3b2d	TSLA	$532.20	OK	feed pinned · 0x4A11…7C38	High-multiple growth that reprices hardest on discount-rate moves.
AMZN	15.0%	0x12f1…bF54	AMZN	$170.12	OK	feed pinned · 0xD5a1…651C	Capex-heavy compounder that benefits from cheaper capital.
PLTR	15.0%	0x894E…4F2A	PLTR	$436.21	OK	feed pinned · 0x820A…eB4c	Story stock whose multiple expands when money gets cheaper.
BE	10.0%	0x822C…1867	BE	$491.09	OK	no published feed	Project-financed power buildout is rate-sensitive by construction.

risk fuses · 11 binding constraints

⛨ No position may exceed 35.0% of the strategy.
⛨ No single order above $500.
⛨ Daily turnover capped at 20.0% of the book.
⛨ Explicit human confirmation for any order above $100.
⛨ Orders only during regular market hours.
⛨ No options, ever.
⛨ No margin, ever.
⛨ No crypto.
⛨ No leveraged ETFs.
⛨ Stop if any referenced price feed is stale, paused, or unavailable.
⛨ Stop if the Coil's receipt hash no longer matches the manifest.

share card · a thesis artifact, never a performance claim

hiss · coil playbook

Rate-Cut Winners

paper

QQQ 30.0%
SLV 15.0%
TSLA 15.0%
AMZN 15.0%
PLTR 15.0%
BE 10.0%

⛨ No position may exceed 35.0% of the strategy.
⛨ No single order above $500.
⛨ Daily turnover capped at 20.0% of the book.

hrcpt_3c4d7e79cbf3716bd020 · health 84/100paper playbook

Thesis artifact, not a performance claim. Not investment advice.

{ "schemaVersion": "1.0.0", "id": "hiss-0b6638f3", "slug": "rate-cut-winners", "name": "Rate-Cut Winners", "symbol": "hRW", "tagline": "Long duration, long dovishness.", "thesis": "When the whisper turns dovish, long-duration assets reprice first. This Hiss leans into the classic cut playbook: rate-sensitive growth, unprofitable-but-improving names that live on cheaper capital, and hard assets that catch the falling-real-yield bid. It is an explicit macro bet — if cuts get repriced out, this basket gives the move back.", "creator": { "displayName": "HISS Strategist (mock)", "source": "human" }, "chain": { "chainId": 4663, "name": "Robinhood Chain" }, "mode": "paper", "status": "paper", "assets": [ { "ticker": "QQQ", "tokenAddress": "0xD5f3879160bc7c32ebb4dC785F8a4F505888de68", "type": "etf", "weightBps": 3000, "rationale": "Concentrated long-duration tech beta — the cleanest cut trade.", "priceFeedAddress": "0x80901d846d5D7B030F26B480776EE3b29374C2ae", "uiMultiplierSupported": true }, { "ticker": "SLV", "tokenAddress": "0x411eFb0E7f985935DAec3D4C3ebaEa0d0AD7D89f", "type": "etf", "weightBps": 1500, "rationale": "Falling real yields are the classic silver bid.", "priceFeedAddress": "0x209b73908e92Ae021826eD79609845451Ecba2ce", "uiMultiplierSupported": true }, { "ticker": "TSLA", "tokenAddress": "0x322F0929c4625eD5bAd873c95208D54E1c003b2d", "type": "stock", "weightBps": 1500, "rationale": "High-multiple growth that reprices hardest on discount-rate moves.", "priceFeedAddress": "0x4A1166a659A55625345e9515b32adECea5547C38", "uiMultiplierSupported": true }, { "ticker": "AMZN", "tokenAddress": "0x12f190a9F9d7D37a250758b26824B97CE941bF54", "type": "stock", "weightBps": 1500, "rationale": "Capex-heavy compounder that benefits from cheaper capital.", "priceFeedAddress": "0xD5a1508ceD74c084eBf3cBe853e2C968fB2a651C", "uiMultiplierSupported": true }, { "ticker": "PLTR", "tokenAddress": "0x894E1EC2D74FFE5AEF8Dc8A9e84686acCB964F2A", "type": "stock", "weightBps": 1500, "rationale": "Story stock whose multiple expands when money gets cheaper.", "priceFeedAddress": "0x820ABedFF239034956B7A9d2F0a331f9F075eB4c", "uiMultiplierSupported": true }, { "ticker": "BE", "tokenAddress": "0x822CC93fFD030293E9842c30BBD678F530701867", "type": "stock", "weightBps": 1000, "rationale": "Project-financed power buildout is rate-sensitive by construction.", "uiMultiplierSupported": true } ], "rebalance": { "method": "hybrid", "cadence": "monthly", "driftThresholdBps": 500, "minTradeUsd": 10, "maxSlippageBps": 50 }, "risk": { "maxSingleAssetWeightBps": 4000, "allowNonCanonicalAssets": false, "oracleStalenessSeconds": 3600, "liveExecutionAllowed": false, "requiresJurisdictionCheck": false, "notInvestmentAdvice": true, "notes": [ "Not investment advice. $HISS is research and simulation software.", "Stock Tokens are not ownership of the underlying stock and are jurisdiction-restricted.", "Paper performance is simulated and does not reflect real execution, fees, or slippage." ] }, "social": { "emoji": "🐍", "shareTitle": "Rate-Cut Winners — a $HISS basket", "shareDescription": "Long duration, long dovishness.", "hashtags": [ "HISS", "BasketWars", "RobinhoodChain" ] }, "createdAt": "2026-07-01T00:00:00.000Z", "updatedAt": "2026-07-01T00:00:00.000Z" }

Rate-Cut Winners

thesis

holdings · 6 assets · Σ 10,000 bps

risk fuses · 11 binding constraints

triggers · when this coil asks for attention

compile for robinhood mcp · mode-gated

share card · a thesis artifact, never a performance claim

Manifest JSON

coil receipt · deterministic fingerprint

Rate-Cut Winners

thesis

holdings · 6 assets · Σ 10,000 bps

risk fuses · 11 binding constraints

triggers · when this coil asks for attention

compile for robinhood mcp · mode-gated

share card · a thesis artifact, never a performance claim

Manifest JSON

coil receipt · deterministic fingerprint