Holders keep stacking gold, S&P 500 and US Treasuries.
$110+ in RWAs claimed since the last report, just for holding solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS through @VaultBags.
Small optimizations and QoL tweaks keep shipping daily in the background, a few of them straight from your feedback. I read every message in TG and the X chat. VaultBags is also competing in the @colosseum Crypto World's Fair hackathon, with judging underway.
Locked supply climbed to 41.8%, from 39.1% at the last report. Conviction holders on @streamflow_fi earn up to 50% extra RWA rewards through the lock boost.
Pushing hard to land a big update before the week ends. Probably involves [REDACTED]. Slowly, then all at once.
Thanks to everyone backing @VaultBags day in, day out and shilling solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS on the TL.
3 RWA facts:
- GOLD: Gold ETFs now hold 4,256 tonnes, more gold than any country on Earth except the US. A record $31B poured in between July and September alone.
- SPYx: The 500 biggest US companies are on track to grow profits almost 30% from a year ago. If it holds, that's three quarters in a row above 25%.
- US TREASURIES: The US government paid over $1 trillion in interest in 11 months, about $3B a day and more than it spent on its military. Treasury holders are the ones collecting it.
CC: @BagsHackathon@BNNBags@finnbags@BagsApp@MeteoraEco
@coingecko solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS @VaultBags The tech is great, the dev is consistently building, just needs more exposure.
Thatβs why there is opportunity now though to secure a bag and start earning real-world-assets!
The agent update is live for solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS: the daily call takes a second opinion, your vault plugs into any AI app, agents pay per call over standard x402, and Seeker v0.9.14 is on its way to the dApp Store.
THE DAILY CALL
- The daily mix keeps moving when markets sit at extremes, always inside the 23-43% band. /briefing
- A second model reads the same numbers plus the day's headlines and gets a bounded say: it can lean the mix by up to 3 points per asset, never set it. Both calls are stamped on-chain with the decision, so anyone can recompute what the vault bought.
- Every model lane runs on the current model, with room to reason before it answers. An unfinished answer is never sold, stored or posted.
- X briefings have a memory: each post leads with what changed since the last one.
- Every strategy's daily decision is stamped on-chain, with retries through the day. /strategies
- Every Monday the agent posts a report card of its week in the Telegram.
FOR HOLDERS
- Plug your vault into any AI app that speaks MCP: sign in with your wallet and it reads your position, claims and performance. Read-only: it can't claim, sign or move anything, and /oauth/apps cuts every app off at once.
- After a claim, one tap offers to convert what just landed. /claim
- /swap confirms the route spends from your own account of the token you picked before your wallet asks you to sign.
- /privacy spells out what the Seeker app keeps, when a phone is registered for notifications, and what a connected app can read.
FOR CREATORS
- Live badges for every project: what its vault has paid holders, where its fee share goes and who can redirect it. /manage
- An agent can draft your launch. You open the link, see it as a draft and sign. Nothing launches without your wallet. /launch
FOR AGENTS
- VaultBags is in the official MCP Registry as app.vaultbags/vaultbags, with 40 tools, and installs in Claude Code as a plugin. /skill.md
- Standard x402 is live: any x402 v2 client pays per call in USDC, settled through Coinbase's facilitator only after the answer exists. /pricing
- Every paid answer comes with a signed receipt that names what it delivered: a hash of the question, the answer and the tools it read.
- vaultbags-cli 0.7.0 checks a saved answer against its receipt. Try npx vaultbags-cli verify receipt
- solana-agent-kit-vaultbags 0.7.0 runs the same check for agent builders.
SEEKER v0.9.14 (on its way to the Solana dApp Store)
- Claim a raffle prize in the app, with every place of a draw listed.
- The swap lists the whole certified registry with search, and offers to convert what you just claimed.
- The app talks to Google's notification service only after you turn notifications on.
- Sign out offline and it completes the moment the phone is back online.
- A reserve without a price shows as unpriced, and the total is marked as a floor.
- Links open with the tabs underneath, in the same night colors as the web.
UNDER THE HOOD
- Dependencies reviewed across the web app, the Seeker app, the CLI and the plugin: updated with exact pins, plus targeted overrides where a transitive package needed one.
- The Seeker app compiles its native modules from source.
- Each connected AI app holds one session that you can end at any time.
- Over 110 guards run before every build.
Still building around solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS.
Slowly, then all at once.
CC @BagsApp@BNNBags@finnbags@BagsHackathon@MeteoraEco
Just locked my bag of solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS for another round of boosted rewards of real-world assets! If you haven't checked out @VaultBags yet, check it out!
Still early and as this bull cycle kicks off I know I want to be positioned in tokens that offer something back to the holders.
@LucaNetz@IglooInc Those who never fail are those who never take risks. You win some and you lose some but all that matters is playing the game!
Best wishes for whatever comes next!
@BeMalonebe@loshmi Check out solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS too. Dev has been consistently working and delivering and it severely under priced. Good entry and staying pretty solid.
One of the biggest solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS updates yet: https://t.co/hXD9ixIbZ9 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
VAULTBAGS JUST WON METEORA SUPERNOVA FOR BRINGING REAL-WORLD ASSETS ONCHAIN π
@VaultBags by @0xhades_ has officially been named a Supernova winner by @MeteoraEco after more than six months of building RWA infrastructure on Solana.
While it may not look like much now, the solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS is growing!
Rewards are being distributed!
It is still early and the opportunity is here!