Serenity - Centaur Docs

Item	Vault Details
Lighter pool	Centaur Strategies: Serenity
Tracked trader	@aleabitoreddit
Style	Semiconductors and Korea tech longs
Fee usage	Depositor loss rebates

Item

Vault Details

Lighter pool

Centaur Strategies: Serenity

Tracked trader

@aleabitoreddit

Style

Semiconductors and Korea tech longs

Fee usage

Depositor loss rebates

aleabitoreddit is not affiliated with Centaur. This vault trades Centaur’s interpretation of public posts, not the trader’s book. See Disclosures & Disclaimers.

Description

Long book built from @aleabitoreddit’s memory-cycle and Korea tech thesis: memory producers (MU, SNDK, SK Hynix, Samsung), the DRAM memory ETF, EWY as a proxy for Korean names not listed on Lighter, plus NBIS and Unitree. AVGO, AXTI and AAOI were queued at launch because their Lighter markets were not yet open, and have not been entered.

Current portfolio

Snapshot: 2026-09-27 19:33 UTC. Vault NAV: $5,432.

Market	Side	Size	Avg entry	Value ($)	Unrealized P&L ($)	Leverage
SNDK	Long	0.5717	1,638	1,019	+83	2x
SKHYNIXUSD	Long	0.91	1,372	1,243	-5	2x
SAMSUNGUSD	Long	3.806	196.85	799	+50	2x
MU	Long	1.2747	979.63	1,399	+150	2x
EWY	Long	2.6349	189.85	495	-5	2x
NBIS	Long	3.4457	217.69	833	+83	2x
DRAM	Long	12.623	59.36	801	+52	2x
UNITREE	Long	3.551	70.39	261	+11	1x

Trade log

All trades from the vault’s Lighter trade history. Fills in the same market, side and minute are merged into one row, priced at their volume-weighted average. Times are UTC. X post links to the tracked trader’s post that each trade is mapped to; ”—” means no mapped post.

Time (UTC)	Market	Action	Size	Avg price	Notional ($)	X post	Notes
2026-09-11 17:21	MU	Open long	1.2747	979.63	1,249	Jul 23	Launch. Memory-cycle basket; MU, SNDK, SK Hynix and Samsung all extracted from this post.
2026-09-11 17:21	SNDK	Open long	0.7622	1,638	1,249	Jul 23	Launch. Memory-cycle basket; MU, SNDK, SK Hynix and Samsung all extracted from this post.
2026-09-11 17:21	SKHYNIXUSD	Open long	0.91	1,372	1,248	Jul 23	Launch. Memory-cycle basket; MU, SNDK, SK Hynix and Samsung all extracted from this post.
2026-09-11 17:22	SAMSUNGUSD	Open long	3.806	196.85	749	Jul 23	Launch. Memory-cycle basket; MU, SNDK, SK Hynix and Samsung all extracted from this post.
2026-09-11 17:22	DRAM	Open long	12.623	59.36	749	—	Launch. Memory ETF. No trader-linked DRAM event found.
2026-09-11 17:23	EWY	Open long	2.6349	189.85	500	Aug 15	Launch. Korea re-rating; proxy for Korean names not listed on Lighter.
2026-09-11 17:23	UNITREE	Open long	3.551	70.39	250	—	Launch. Unitree has no asset record in Centaur.
2026-09-13 18:05	NBIS	Open long	3.4457	217.69	750	Aug 12	Neocloud long: bullish NBIS vs bearish CRWV.
2026-09-22 13:41	SNDK	Reduce long	0.1905	1,861	355	—	25% trim at 1,861 (TP1 was set at 1,800 for 33%).

​Description

​Current portfolio

​Trade log

Description

Current portfolio

Trade log