War Mode
A defense portfolio tracking the contractors arming America and its allies from F-35s and missile shields to the AI software running military operations. Tokenized on Solana.
A defense portfolio tracking the contractors arming America and its allies from F-35s and missile shields to the AI software running military operations. Tokenized on Solana.
The Strait of Hormuz is closed. Oil is spiking. Markets are bleeding red. And defense stocks are quietly having their best run in decades.
Lockheed Martin hit an all-time high. RTX is sitting on a $268 billion backlog. Northrop Grumman jumped 6% from day one of the war.
None of this is new.
1. The pattern that never breaks
Gulf War — defense stocks rallied. Iraq — rallied. Afghanistan — rallied. Ukraine — rallied. Iran — rallying right now.
The US defense budget just crossed $886 billion this year. That money flows directly into the balance sheets of a handful of companies: Lockheed Martin, RTX (Raytheon), Northrop Grumman, General Dynamics, and a few others. They build the F-35s, the Tomahawk missiles, the PAC-3 interceptors, the AI running military operations.
These aren't growth bets. They're government-funded money printers with decades of contract runway. The backlog numbers alone tell the story — $194B at Lockheed, $268B at RTX. That's revenue locked in for years regardless of what happens next.
2. The problem for crypto investors
If you're watching this from a Solana wallet, you've been locked out of the trade.
Going through a brokerage means KYC, bank transfers, waiting days. Buying tokenized defense stocks one by one means multiple transactions, no portfolio view, no thesis tying them together, and manual rebalancing when the sector shifts.
The defense trade is obvious. Acting on it in crypto has been anything but.
3. One basket, one sector
War Mode on Cesto is a single basket containing tokenized stocks of the top US defense contractors.
You buy it in one click. The tokens land in your wallet. You own the positions directly — no vault, no custody risk, no middleman sitting between you and your assets.
When the sector shifts and allocations drift, the basket rebalances automatically. You review, approve, and it executes. Your keys, your wallet, the entire time.
4. How it works under the hood
The basket uses tokenized stock tokens from Ondo Finance — synthetic representations of real defense equities that trade on Solana. When you buy War Mode, Cesto routes swaps through Jupiter to acquire each token at the target allocation.
Rebalancing is handled by Cesto using Para. When positions drift beyond the threshold, Cesto calculates the trades needed and presents them to you. You approve, it executes. Nothing happens without your signature.
It's the same mechanics behind traditional defense ETFs — just rebuilt for wallets instead of brokerages.
5. Why this trade, why now
We're in week 6 of the Iran conflict. The Strait of Hormuz is shut. Trump's proposed defense budget for 2027 is $1.5 trillion — and spending is accelerating globally, not just in the US, but across NATO.
But beyond the current conflict, the structural case hasn't changed in 50 years. Defense budgets go up. They rarely come down. The companies collecting those contracts keep printing regardless of who's in office or which conflict ends.
A year ago, this basket couldn't exist on-chain. The tokenized stocks weren't liquid enough, the routing wasn't fast enough, and the rebalancing infrastructure wasn't there. Now it is.
The gap between watching defense stocks rally on the news and actually owning them from your wallet is exactly one click.
Ready to put your money where your gut is?
