> ## Documentation Index
> Fetch the complete documentation index at: https://docs.centaur.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Serenity

> Vault trading @aleabitoreddit's AI bottleneck signals.

| Item | Vault Details |
| - | - |
| **Lighter pool** | [Centaur Strategies: Serenity](https://app.lighter.xyz/public-pools/281474976488853) |
| **Tracked trader** | @[aleabitoreddit](https://x.com/aleabitoreddit) |
| **Style** | Semiconductors and Korea tech longs |
| **Fee usage** | [Depositor loss rebates](/strategies/lighter-pools/fees) |

<Info>
  aleabitoreddit is not affiliated with Centaur. This vault trades Centaur's interpretation of public posts, not the trader's book. See [Disclosures & Disclaimers](/strategies/lighter-pools/disclosures).
</Info>

## 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](https://x.com/aleabitoreddit/status/2080153334888182065) | 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](https://x.com/aleabitoreddit/status/2080153334888182065) | 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](https://x.com/aleabitoreddit/status/2080153334888182065) | 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](https://x.com/aleabitoreddit/status/2080153334888182065) | 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](https://x.com/aleabitoreddit/status/2088505825912631604) | 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](https://x.com/aleabitoreddit/status/2087519803124969916) | 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%). |