Vendetta 🍭

Such is life

[Cathie Wood @CathieDWood]

The jobs report was a barnburner. Nonfarm payrolls increased by 172,000 versus expectations for 88,000, while prior months were revised higher by 93,000. Wage growth came in at roughly 0.3%.

Yet the market sold off.

In our view, the market is misreading the signal. It is assuming that stronger than expected employment and growth will cause a an acceleration in inflation. History would suggest otherwise. 

Productivity growth is running near 3%, while unit labor costs are hovering around 0.5%. Those are not the hallmarks of an inflationary boom. They are the hallmarks of healthy, productivity-driven growth that will lower inflation.

Meanwhile, the yield curve continues to flatten despite a roughly 55% increase in oil prices year-over-year based on a three month moving average. In past cycles, an energy shock of this magnitude steepened the yield curve when the Federal Reserve was accommodating it. Instead, the bond market appears to be discounting something much more powerful: the deflationary impact of technological innovation, particularly artificial intelligence, which is beginning to increase productivity across broad swaths of the economy.

If tensions with Iran ease and oil prices retreat, we believe inflation could move into negative territory before year-end.

In our view, the Fed made a historic policy error when it raised rates aggressively into what was largely a supply-driven inflation shock in 2022. We do not believe the next generation of monetary policymakers will be eager to repeat that mistake.

Notably, gold peaked on the day Kevin Warsh was appointed. The inflation trade may already be behind us.

If our research is correct, the next phase of this cycle could be characterized by accelerating growth, declining inflation, falling interest rates, and a strengthening U.S. dollar. That combination would create a remarkably supportive backdrop for innovation-led equities and the technologies driving the next productivity boom.

I discuss this framework in greater detail in this month’s episode of In The Know.

[zerohedge @zerohedge]

Bitcoin in freefall

[Splyce Finance @SplyceFi]

$29B gap between what's tokenized onchain and what's active in DeFi.

Tokenization put the assets onchain. The credit infrastructure was never built.

Variable-rate pools assume collateral is fungible, prices are live and one liquidation logic fits every asset. None of that holds for institutional credit.

SAVs are the credit infrastructure.

Fixed rate. Fixed term. Isolated by borrower. Liquidation matched to the asset.

Built for the gap.

[Splyce Finance @SplyceFi]

Splyce has closed its strategic round.

Backed by @SuiFoundation, @StellarOrg, @SolanaFndn, @LucidDrakes, @SarsonFunds and Kin Capital.

$342 billion in real-world assets have been tokenized. Less than 8% is usable in DeFi. The gap isn't supply. It's infrastructure.

Institutional capital needs fixed-rate lending onchain. Splyce gives borrowers rate certainty and lenders real yield.

More soon.

[Coco @chintaiberry]

Digital Assets and RWA at the center stage! The EY Global Private Markets Symposium, in Singapore.

[Vendetta 🍭 @_Vendetta10]

@leadlagreport

[Splyce Finance @SplyceFi]

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💻 Open file "Splyce"
↳🟩 Built on @solana
↳🟩 Sustainable yield
↳🟩 Double-digit returns
↳🟩 Backed by real cash flows
↳🟩 Permissionless access
↳🟩 Earn Strands

Worth the wait.

[Chintai @ChintaiNetwork]

Chintai and Maluku Archipelago Joint Venture (MAJV) to tokenise real-world assets tied to the venture's 60-year nature-based development project for the Maluku and North Maluku provinces of Indonesia, valued at USD 28 billion, one of the most significant issuances to date.

https://t.co/jhsO1g0t0C

[BassMan @BassManTV]

Someone just DM’d me asking
“Why are you so bullish on $NOCK ?”
So I figured this would be a good time to repost some things I’ve shared over the past few months, since I’d otherwise just be repeating myself & it’s easier to point people here if they’re researching it.
Read below

[Raydium @Raydium]

Real-world yield on Solana, powered by Raydium liquidity.

Splyce brings private credit onchain, powered by Fulcrum Lending, a specialist US private credit manager with a proven track record with over $130B+ in real estate transactions and $6B+ in restructurings.

Excited to welcome Splyce to Solana, and bring more RWAs and tokenized assets onchain together.

[Amiko Legends @AmikoLegends]

Amiko Legends: 2026 Gameplay Teaser

[Chintai Nexus @ChintaiNexus]

"No lag time for accruing yield. Instant redemptions. Solved the duration issue for private credit."

Chintai origination paired with @SplyceFi's stack is helping to unlock the new financial rails 2026 will be running on.

[Solana @solana]

JUST IN: @SplyceFi introduces a yield token backed by real cash flows from senior, secured multifamily credit

[Amiko Legends @AmikoLegends]

Amiko Legends: Anime trailer

[Solana @solana]

BREAKING: @AuroryProject debuts Amiko Legends trailer 🔥

[Splyce Finance @SplyceFi]

Tomorrow at @SolanaConf.

Our co-founder @tyler_carter555 will be on stage talking about how Splyce is bringing real-world yield to @solana.

See you at Absolute Cinema.

[Splyce Finance @SplyceFi]

Our yield calculator is now live.

Run your numbers and see how fast real-world yield can grow on Solana.

https://t.co/EQrbYG1tyY

[Splyce Finance @SplyceFi]

Finance wasn’t built for the world we live in.

So we’re building what comes next, on @solana.

Real yield, built for the internet.

[Splyce Finance @SplyceFi]

testing something

interact if you’re ready to earn real-world yield

[Solana @solana]

Coinbase is doubling down on Solana.

Congrats, @VECTORDOTFUN 🔥