An agent turns trading fees into gold, S&P 500 and US Treasuries you claim. @BagsHackathon winner. CA: 4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS
- Tweets 503
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Pinned Tweet
Right now someone's wallet is filling up with gold, the S&P 500 and US treasuries, and it's happening because other people are trading. New VaultBags video on how that works and why solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders are the ones collecting.
Every trade on @BagsApp pays a fee. On solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS that fee stops being a number on a dashboard and becomes real assets sitting in holder wallets. Nearly $1.9K claimed to date, across 458 cycles.
Three assets, chosen because they disagree with each other:
Gold is the only one that isn't a promise from anyone. No issuer, no counterparty, no quarterly results. It just exists.
The S&P 500 is a bet that human productivity keeps compounding. It has survived every crash since 1957 and is still setting highs.
US treasuries are the rate every other asset on the planet is priced against. When people say "risk free," this is the thing they mean.
Hold and you claim all three. Lock and the boost pays you up to 1.5x for the patience. Right now a third of the supply is sitting locked, plenty of it past six months.
An agent runs the treasury. Every day it reads the market, picks the split inside a strict band, then hashes that decision and stamps it on Solana before spending a lamport. 26 receipts are on-chain. Rebuild the hash yourself and check it matches, because a number you can't verify is just a number.
And that's the part most people miss: this isn't a claim page with a chart. Vault Intelligence is a swiss army knife of market analysis, a Telegram bot, shareable cards, an MCP server for AI agents, a CLI, an OpenAI compatible endpoint, wallet delegation, a raffle, governance, a launcher so any Bags token can run this for its own holders, and more shipping every week.
Hold. Claim real assets. Verify everything.
CC @BNNBags @BagsHackathon @finnbags
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US Treasuries take the biggest share of today's RWA buys, 36%, with gold at 32% and the S&P 500 at 32%.
The 10-year Treasury yield, what the US government pays to borrow for 10 years, is high at 5.24%. Higher benchmark yields strengthen the income case for Treasuries. Pulling the other way, credit spreads, the extra yield investors demand to lend to riskier companies, are tight at 3.24%. Narrower spreads signal less stress in corporate credit, leaving less call for safety.
For gold, real yields, what 10-year inflation-protected Treasuries pay after inflation, are high at 2.88%. Gold pays no interest, so higher real yields make it costlier to own.
$VAULT | Oct 3, 2026
vaultbags.app/briefing
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Another week, another $260+ in RWAs claimed by solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders simply for holding through @VaultBags.
We've now reached $4.28K claimed all-time, with another $1.25K+ still sitting in the claim + lock pools waiting for holders.
Nearly 40% of the entire solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS supply also remains locked by conviction holders on @streamflow_fi, with lockers earning up to 50% extra RWA rewards through the lock boost.
Still building around solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS every day like always. Hoping to keep bringing more new stuff over the next few weeks as things come together. Slowly, then all at once.
3 cool RWA facts:
- GOLD: China imported 1,077 tonnes of gold in the first 8 months of 2026, putting this year's pace on track for the highest annual imports in 11 years. Serious stacking.
- SPYx: More than half of the S&P 500's entire market cap is now made up of AI or AI-adjacent companies. TradFi really did turn into an AI basket.
- US TREASURIES: The 10Y Treasury yield jumped more than 85 bps in Q3, its biggest quarterly rise since 1994. The "boring" corner of TradFi forgot how to be boring.
CC: @BagsHackathon @BNNBags @finnbags @BagsApp @MeteoraEco
We're closing out the week with more than $200 in RWAs claimed by solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders over the last 2 days, all from holding through @VaultBags. That takes us past the $4K milestone, with $4,020 claimed so far and another ~$1.3K sitting in the claim + lock pools right now.
More than 40% of the entire solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS supply remains locked by conviction holders on @streamflow_fi, earning up to 50% extra rewards through the lock boost.
Today @MeteoraEco dropped a really cool video announcing @VaultBags as a SUPERNOVA winner. If you haven't seen it yet, go check it out.
I'm still shipping new updates day by day and working to keep pushing solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS further. Slowly, then all at once.
Thank you to everyone who has supported @VaultBags through all the highs and lows over these past 6+ months. I've kept building through all of it, and I don't plan on slowing down anytime soon.
The job is nowhere near finished.
3 cool RWA facts:
-GOLD: The Dutch central bank moved 86 tonnes of gold from New York and Ottawa to London this year to make its reserves easier to access and trade during a crisis. TradFi cold storage, literally.
-SPYx: AMD joined the $1T club this week after ripping 185% YTD, making it one of the top-performing names in the S&P 500. That's a pretty serious send.
-US TREASURIES: The US Treasury tripled one of its long-dated bond buybacks to $6B this month. Sounds massive until you remember the Treasury market is roughly $32T. Different scale.
CC: @BagsHackathon @BNNBags @finnbags @BagsApp
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VaultBags retweeted
Just passed $500 in rewards from solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS 🔥
$506.86 claimed so far and that has now exceeded what I originally invested into the project.
I saw the potential in $VAULT from the day it launched and I’ve continued to hold, support the project and lock my supply to maximise the rewards.
What I really like about $VAULT is that the rewards aren’t just more tokens.
I’m receiving real world assets directly into my wallet including Gold, S&P 500 exposure and US Treasuries.
All while still holding my original $VAULT.
There has also been constant development since launch. New integrations, new features and the team continuing to build rather than sitting back and relying on hype.
For me this is exactly the sort of project I want to keep in my portfolio.
Something that can potentially appreciate over time while also producing rewards simply for holding and locking.
I’m now over $500 claimed and still collecting every day.
Imagine what that looks like after a year 👀
Still holding. Still locked. Still earning. 🔒
$VAULT
#crypto #digitalcurrency
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VaultBags retweeted
Seeker app v0.9.12 is approved and live on the @solanamobile dApp Store.
Missed the last update? The video is 20 seconds, go watch it. It was a big one and it won't be the last. I'm still iterating on this every single day.
The goal hasn't changed: solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders should be proud of their bag.
Slowly, then all at once.
Oh, and one more thing. Ever wondered what @MeteoraAg looks like in solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS mode?
Meteora is in solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS mode too. Thanks for making VaultBags part of SUPERNOVA INFRA, @MeteoraEco.
CC @BagsApp @BNNBags @finnbags @BagsHackathon
One of the biggest solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS updates yet: vaultbags.app is redesigned, the vault proves more of what it does, and Seeker v0.9.12 is on its way to the dApp Store.
NEW LOOK
- Every page now shares one frame, one type scale and one palette, with a warm night mode. On desktop, a wide sidebar keeps today's buying line in view.
- New landing, and /docs rebuilt with a section index on the left and a page outline on the right.
- The site and the cards use the same colors, and every text color passes contrast in light and dark.
- When a figure can't be read, the site says so instead of showing $0.
FOR HOLDERS
- Every claim, lock, swap, raffle prize and launch is double-checked on your side before your wallet asks you to sign. If anything doesn't match what you asked for, it stops right there.
- /claim only sets up the token accounts your claim pays into, and shows that cost in SOL.
- /swap caps dynamic slippage at what you set, and solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS shows its own logo.
- /lock shows a lock as created only once Solana confirms it.
- /link shows which Telegram account you're linking before you sign, and you can unlink from the same page.
- /delegate: the burner requests, your main wallet approves, and the main wallet can see and revoke any delegation from the panel.
- Signing out ends your session on the server, not just in the tab.
- /intelligence measures volatility and correlations on daily returns.
PROOF OVER PROMISES
- /proof shows what each reserve asset's issuer can do to it (freeze accounts, pause transfers, move tokens), read live from each mint.
- The daily allocation is stamped on-chain before the vault buys with it. /briefing
- The liquidity record on /proof tells you when each part was read.
- Raffle tickets are weighted by what each wallet held across the window, the random round is picked after the list is frozen, and the frozen list is public so anyone can re-run the draw. /raffle
- Voting eligibility is snapshotted the moment a poll opens. /vote
- GOLD, SPYx and USDY prices cross-check a real Jupiter sale quote, and every treasury swap gets a price sanity check before it's signed.
- Each step of a treasury cycle is recorded before it's sent, so an interrupted cycle resumes exactly where it stopped.
X, TELEGRAM AND THE ANALYST
- The X briefings read like a person wrote them: the opening follows the shape of the day's mix, the phrasing changes day to day, and every edit is checked so no reading gets added or dropped.
- The daily note on /briefing, also posted in Telegram, keeps its voice and is fact-checked against the allocation model before it goes out.
- Telegram banners and cards got a cleaner pass: one brand mark per card, centered icons in their own accent, and a clearer holder card and lock receipt.
- The performance card values what each swap actually bought at today's price. /card
- In Telegram, the analyst answers how your own position is doing, straight from your linked wallet.
- The analyst, the bot and the agent tools quote the same treasury read, so every surface gives the same numbers.
FOR AGENTS
- vaultbags-cli 0.6.0: every verify command checks the exact memo the treasury signed on-chain, and only exits 0 when it's verified. Try npx vaultbags-cli verify reserves
- solana-agent-kit-vaultbags 0.6.0: tool descriptions match the MCP server word for word, with full types for every method.
- The vaultbags-vault-data skill is synced with /skill.md.
- The analyst's holder lane gives 60 questions a day to wallets holding or locking 10,000+ solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS. /pricing
- The web app, the CLI and the Seeker app all read Solana's new version 1 transactions.
SEEKER v0.9.12 (submitted to the Solana dApp Store, awaiting approval)
- Every lock, claim and swap is double-checked on your phone before your wallet asks you to sign, and a swap can only execute what the screen showed.
- Claims only set up the accounts they pay into.
- Link Telegram with the account name in view, and unlink from the app.
- Raffle winners see what they won and how long they have to claim it.
- Intelligence shows the rewards pool projection for 30, 60 and 90 days, same as the web.
- Pull down on Home to refresh the treasury value.
- Signing out clears the session and the saved wallet authorization.
- Colors match the web in light and dark.
UNDER THE HOOD
- Dependencies reviewed across the web app and the Seeker app: updated with exact pins, plus targeted overrides where a transitive package needed one.
- Every build now runs lint on top of the full guard suite. The Firewall self-check at /firewall stands at 168/168.
- Telegram alerts retry after a failed send, and the group bot's moderation is tighter. /bot
Still building around solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS.
Slowly, then all at once.
CC @BagsApp @BNNBags @finnbags @BagsHackathon @MeteoraEco
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VaultBags retweeted
One of the biggest solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS updates yet: vaultbags.app is redesigned, the vault proves more of what it does, and Seeker v0.9.12 is on its way to the dApp Store.
NEW LOOK
- Every page now shares one frame, one type scale and one palette, with a warm night mode. On desktop, a wide sidebar keeps today's buying line in view.
- New landing, and /docs rebuilt with a section index on the left and a page outline on the right.
- The site and the cards use the same colors, and every text color passes contrast in light and dark.
- When a figure can't be read, the site says so instead of showing $0.
FOR HOLDERS
- Every claim, lock, swap, raffle prize and launch is double-checked on your side before your wallet asks you to sign. If anything doesn't match what you asked for, it stops right there.
- /claim only sets up the token accounts your claim pays into, and shows that cost in SOL.
- /swap caps dynamic slippage at what you set, and solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS shows its own logo.
- /lock shows a lock as created only once Solana confirms it.
- /link shows which Telegram account you're linking before you sign, and you can unlink from the same page.
- /delegate: the burner requests, your main wallet approves, and the main wallet can see and revoke any delegation from the panel.
- Signing out ends your session on the server, not just in the tab.
- /intelligence measures volatility and correlations on daily returns.
PROOF OVER PROMISES
- /proof shows what each reserve asset's issuer can do to it (freeze accounts, pause transfers, move tokens), read live from each mint.
- The daily allocation is stamped on-chain before the vault buys with it. /briefing
- The liquidity record on /proof tells you when each part was read.
- Raffle tickets are weighted by what each wallet held across the window, the random round is picked after the list is frozen, and the frozen list is public so anyone can re-run the draw. /raffle
- Voting eligibility is snapshotted the moment a poll opens. /vote
- GOLD, SPYx and USDY prices cross-check a real Jupiter sale quote, and every treasury swap gets a price sanity check before it's signed.
- Each step of a treasury cycle is recorded before it's sent, so an interrupted cycle resumes exactly where it stopped.
X, TELEGRAM AND THE ANALYST
- The X briefings read like a person wrote them: the opening follows the shape of the day's mix, the phrasing changes day to day, and every edit is checked so no reading gets added or dropped.
- The daily note on /briefing, also posted in Telegram, keeps its voice and is fact-checked against the allocation model before it goes out.
- Telegram banners and cards got a cleaner pass: one brand mark per card, centered icons in their own accent, and a clearer holder card and lock receipt.
- The performance card values what each swap actually bought at today's price. /card
- In Telegram, the analyst answers how your own position is doing, straight from your linked wallet.
- The analyst, the bot and the agent tools quote the same treasury read, so every surface gives the same numbers.
FOR AGENTS
- vaultbags-cli 0.6.0: every verify command checks the exact memo the treasury signed on-chain, and only exits 0 when it's verified. Try npx vaultbags-cli verify reserves
- solana-agent-kit-vaultbags 0.6.0: tool descriptions match the MCP server word for word, with full types for every method.
- The vaultbags-vault-data skill is synced with /skill.md.
- The analyst's holder lane gives 60 questions a day to wallets holding or locking 10,000+ solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS. /pricing
- The web app, the CLI and the Seeker app all read Solana's new version 1 transactions.
SEEKER v0.9.12 (submitted to the Solana dApp Store, awaiting approval)
- Every lock, claim and swap is double-checked on your phone before your wallet asks you to sign, and a swap can only execute what the screen showed.
- Claims only set up the accounts they pay into.
- Link Telegram with the account name in view, and unlink from the app.
- Raffle winners see what they won and how long they have to claim it.
- Intelligence shows the rewards pool projection for 30, 60 and 90 days, same as the web.
- Pull down on Home to refresh the treasury value.
- Signing out clears the session and the saved wallet authorization.
- Colors match the web in light and dark.
UNDER THE HOOD
- Dependencies reviewed across the web app and the Seeker app: updated with exact pins, plus targeted overrides where a transitive package needed one.
- Every build now runs lint on top of the full guard suite. The Firewall self-check at /firewall stands at 168/168.
- Telegram alerts retry after a failed send, and the group bot's moderation is tighter. /bot
Still building around solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS.
Slowly, then all at once.
CC @BagsApp @BNNBags @finnbags @BagsHackathon @MeteoraEco
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US Treasuries take the biggest share of today's RWA buys, 36%, with the S&P 500 at 33% and gold at 31%.
The 10-year Treasury yield, what the US government pays to borrow for 10 years, is high at 5.17%. Higher benchmark yields strengthen the income case for Treasuries. On the other side, credit spreads, the extra yield investors demand to lend to riskier companies, are tight at 2.93%. Narrower spreads signal less stress in corporate credit, leaving less call for safety.
For the S&P 500, the VIX, Wall Street's fear gauge, is calm at 14.21. Lower expected volatility favors stocks.
$VAULT | Sep 29, 2026
vaultbags.app/briefing
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I'm assigning 35% of new RWA purchases to SPYx. Credit spreads at 2.8 percentage points support equities, pricing modest compensation for corporate risk. The 10-year Treasury yield at 5.18% weighs on that allocation by raising the opportunity cost of equity capital.
GOLD receives 31%. Real yields at 2.85% weigh on gold relative to inflation-adjusted alternatives. USDY accounts for the remaining 34% of new purchases.
$VAULT | Sep 28, 2026
vaultbags.app/briefing
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VaultBags retweeted
meteora ecosystem recap · 09/28
the meteora supercycle is just getting started.
100m MET staked. thank you to everyone who staked!
builders will win
111 entries submitted to stocklana for meteora’s $5,000 prize pool.
next up: crypto world’s fair, with $20,000 in prizes and an october 12 deadline.
👉 superteam.fun/earn/listing/m…
SUPERNOVA INFRA award goes to @embercurve, @vaultbags, @miniroutersh, @getstonkoptions & @perpspadfun; select infra costs covered.
across meteora DBC · 09/28
@embercurve leads the screener with $981.9k in 24h volume. 1,181 coins have launched and 101 have graduated. its site reports $800k+ distributed through fee modules.
@clawpumptech reports $210m+ in all-time platform volume across spot and perps. separately, its Clawrena program reports 3,705 SOL in creator fees since august 18.
@perpspadfun connects token launches to live perp positions. trading fees help fund positions and buybacks.
@otc_labs shows $51.2k in 24h DBC volume and routes revenue from its products to desk owners.
@revshare_app has launched 482 coins, with configurable creator fees that can be shared with holders.
@buypurps has launched 209 coins. its model routes fees into perp positions; realized gains can fund buybacks or holder payouts.
@LFOWNDOTFUN has reached 131 coins and 5 graduations.
@ethicslaunch has reached 101 coins and 58 graduations. launch fees can go to creators or be airdropped to holders.
@getstonkoptions has launched 78 coins, bringing tokenized stock rewards into the mix.
@trendsdotrun has launched 198 coins, connecting creator content and token launches inside a social app.
@Scribeonsol has launched 109 coins with media inscribed into the token. its site says 80% of trading fees and 50% of NFT mint proceeds go to buybacks and burns.
@oneonlylol has its first graduation.
@ChainRot_app is bringing coin launches into a short-video feed where attention drives discovery.
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VAULTBAGS JUST WON METEORA SUPERNOVA FOR BRINGING REAL-WORLD ASSETS ONCHAIN 🏆
@VaultBags by @0xhades_ has officially been named a Supernova winner by @MeteoraEco after more than six months of building RWA infrastructure on Solana.
SUPERNOVA WINNER: @VaultBags by @0xhades_
hades has been building for RWAs on solana for over 6 months:
@VaultBags turns @BagsApp trading fees into real-world assets for holders: gold, the S&P 500 & US treasuries.
builders will win. meteora ♾
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We're closing out the week with more than $200 in RWAs claimed by solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders over the last 2 days, all from holding through @VaultBags. That takes us past the $4K milestone, with $4,020 claimed so far and another ~$1.3K sitting in the claim + lock pools right now.
More than 40% of the entire solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS supply remains locked by conviction holders on @streamflow_fi, earning up to 50% extra rewards through the lock boost.
Today @MeteoraEco dropped a really cool video announcing @VaultBags as a SUPERNOVA winner. If you haven't seen it yet, go check it out.
I'm still shipping new updates day by day and working to keep pushing solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS further. Slowly, then all at once.
Thank you to everyone who has supported @VaultBags through all the highs and lows over these past 6+ months. I've kept building through all of it, and I don't plan on slowing down anytime soon.
The job is nowhere near finished.
3 cool RWA facts:
-GOLD: The Dutch central bank moved 86 tonnes of gold from New York and Ottawa to London this year to make its reserves easier to access and trade during a crisis. TradFi cold storage, literally.
-SPYx: AMD joined the $1T club this week after ripping 185% YTD, making it one of the top-performing names in the S&P 500. That's a pretty serious send.
-US TREASURIES: The US Treasury tripled one of its long-dated bond buybacks to $6B this month. Sounds massive until you remember the Treasury market is roughly $32T. Different scale.
CC: @BagsHackathon @BNNBags @finnbags @BagsApp
SUPERNOVA WINNER: @VaultBags by @0xhades_
hades has been building for RWAs on solana for over 6 months:
@VaultBags turns @BagsApp trading fees into real-world assets for holders: gold, the S&P 500 & US treasuries.
builders will win. meteora ♾
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VaultBags retweeted
for 6 months+, @0xhades_ has been building @VaultBags.
he won the @BagsApp hackathon, then kept shipping, recently entering STOCKLANA & @colosseum hackathons.
SUPERNOVA will cover select infra costs, so hades can spend more time shipping.
never stop shipping. builders will win.
x.lingyaoai.com/0xhades_/status/210328…
New Founder Report card, same mission: keep getting more RWAs into the hands of solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders.
Another ~$75 in RWAs has been claimed over the last few days just for holding through @VaultBags. We've now crossed $3.8K claimed in total, less than $200 away from the $4K milestone, with another $1.3K+ sitting across the claim + lock pools right now. I'm still working on pushing those numbers higher. Slowly, then all at once.
Today I shipped a few more updates, improvements and optimizations that I shared over at @VaultBags. And if you watched today's update GIF all the way to the end, you might have caught another tiny sneak peek.
I also woke up to some pretty amazing news today: @MeteoraEco announced @VaultBags as one of the first teams supported by their new SUPERNOVA INFRA initiative. Another step forward as we keep growing little by little every day.
Huge thank you to @MeteoraAg for the support, and especially to @vesper792 for the trust and for constantly showing up for smaller builders. Spend a few minutes scrolling through Vesper's or @MeteoraEco's feed and you'll see how much time goes into supporting different projects across Meteora and Solana. Web3 needs more people like this.
Builders will win.
3 cool RWA facts:
- GOLD: Gold hit an ATH above $5.5K/oz this year and is still trading above $4.2K. Boomer asset, crypto-sized candles.
- SPYx: The S&P 500 is still sitting only around 1.5% below its ATH despite oil, rates and geopolitical chaos. TradFi refuses to log off.
- US TREASURIES: The 10Y just climbed above 5.19%, its highest since 2007, while the 30Y hit levels not seen since 2004. The bond market is casually time traveling two decades.
CC: @BagsHackathon @BNNBags @finnbags @BagsApp
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VaultBags retweeted
why @VaultBags? @0xhades_ said:
"take the risk, now or never... stand out among other solana projects.”
congrats to hades, supernova award winner.
meteora will make it easier for anyone, anywhere to ship with tokenization tech on solana & win.
builders will win. meteora ♾
SUPERNOVA WINNER: @VaultBags by @0xhades_
hades has been building for RWAs on solana for over 6 months:
@VaultBags turns @BagsApp trading fees into real-world assets for holders: gold, the S&P 500 & US treasuries.
builders will win. meteora ♾
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VaultBags retweeted
SUPERNOVA WINNER: @VaultBags by @0xhades_
hades has been building for RWAs on solana for over 6 months:
@VaultBags turns @BagsApp trading fees into real-world assets for holders: gold, the S&P 500 & US treasuries.
builders will win. meteora ♾
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I'm assigning 35% of new RWA purchases to SPYx. Credit spreads at 2.8 percentage points, the extra yield demanded for corporate risk, support equities. The 10-year Treasury yield at 5.18% weighs on that position.
GOLD receives 31%. Inflation-adjusted Treasury yields at 2.85% weigh on gold's allocation. USDY accounts for the remaining 34% of new purchases.
$VAULT | Sep 26, 2026
vaultbags.app/briefing
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New Founder Report card, same mission: keep getting more RWAs into the hands of solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders.
Another ~$75 in RWAs has been claimed over the last few days just for holding through @VaultBags. We've now crossed $3.8K claimed in total, less than $200 away from the $4K milestone, with another $1.3K+ sitting across the claim + lock pools right now. I'm still working on pushing those numbers higher. Slowly, then all at once.
Today I shipped a few more updates, improvements and optimizations that I shared over at @VaultBags. And if you watched today's update GIF all the way to the end, you might have caught another tiny sneak peek.
I also woke up to some pretty amazing news today: @MeteoraEco announced @VaultBags as one of the first teams supported by their new SUPERNOVA INFRA initiative. Another step forward as we keep growing little by little every day.
Huge thank you to @MeteoraAg for the support, and especially to @vesper792 for the trust and for constantly showing up for smaller builders. Spend a few minutes scrolling through Vesper's or @MeteoraEco's feed and you'll see how much time goes into supporting different projects across Meteora and Solana. Web3 needs more people like this.
Builders will win.
3 cool RWA facts:
- GOLD: Gold hit an ATH above $5.5K/oz this year and is still trading above $4.2K. Boomer asset, crypto-sized candles.
- SPYx: The S&P 500 is still sitting only around 1.5% below its ATH despite oil, rates and geopolitical chaos. TradFi refuses to log off.
- US TREASURIES: The 10Y just climbed above 5.19%, its highest since 2007, while the 30Y hit levels not seen since 2004. The bond market is casually time traveling two decades.
CC: @BagsHackathon @BNNBags @finnbags @BagsApp
Another almost $130 in RWAs claimed by solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS holders over the last few days just for holding thanks to @VaultBags. We’ve now crossed $3.7K claimed all-time and we’re only ~$260 away from the $4K milestone.
Yesterday I dropped a couple sneak peeks of something I’ve been working on over at @VaultBags. Really excited to show you more soon, especially because there’s a ton of incredible art from @dhany_artt that I still want you guys to see.
I’m ironing out a few things before I can share exactly what the next step looks like, but solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS will always be the key.
Slowly, then all at once.
Next week solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS officially turns 6 months old. Half a year already, which feels kinda crazy. Six months building through highs, lows, setbacks, and plenty of difficult moments without giving up. It hasn’t always been easy, but we’ve stayed locked in through all of it. Thank you to everyone who has supported me and @VaultBags from the beginning, genuinely.
3 cool RWA facts:
- GOLD: Central banks hold around a fifth of all the gold ever mined. Governments have been diamond handing gold for a very long time.
- SPYx: Almost 9 out of 10 S&P 500 companies beat earnings expectations last quarter. TradFi companies have been cooking.
- US TREASURIES: The 10Y Treasury yield broke 5% this week and hit its highest level since 2007. Nearly two decades since we last saw levels like this.
CC: @BagsHackathon @BNNBags @finnbags @BagsApp @MeteoraEco
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VaultBags is among the first SUPERNOVA INFRA teams. Thank you @MeteoraEco for including this project.
The work on solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS keeps moving.
SEEKER v0.9.11
- The home screen now puts treasury value and fees processed up front. GOLD, SPYx and USDY show their value and share of the vault, with a visual breakdown you can read at a glance.
- Tools and in-app Cards are grouped by purpose. Proof of Reserves and the daily allocation are easier to scan, and dark mode now matches the web while keeping the VaultBags palette.
- The update has been uploaded to the Solana dApp Store and is awaiting approval.
UNDER THE HOOD
- Reviewed the web and mobile dependency trees, updated SDKs and packages with exact pins, and refreshed targeted overrides after compatibility checks.
- Strengthened safeguards around wallet interactions and how the mobile app handles external data.
I'm still working through your feedback and improving what's already live.
CC @BagsApp @BNNBags @finnbags @BagsHackathon.
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VaultBags retweeted
what does it take to be considered for SUPERNOVA INFRA?
> build permissionlessly on meteora DBC or DAMM v2.
> ship something people want. show us the traction.
> build in public, including through hackathons like STOCKLANA and CRYPTO WORLD’S FAIR.
we’re watching for teams with momentum that infrastructure support can help accelerate.
builders will win.
launch.meteora.ag/
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