Jamie Bellhouse

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

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

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

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.

Same vault. Sharper surfaces. The latest pass gives VaultBags a full visual refresh: FULL CARD REDESIGN - Every card received a more premium redesign, with clearer hierarchy, stronger spacing and better use of the VaultBags palette. - Holder, founder, claim, treasury, milestone, briefing and performance surfaces now feel like one system. - Strategy Comparison now anchors every path against equal-weight RWAs and makes the actual gap easy to read. OFFICIAL X BRIEFINGS - X briefings now carry more of the reasoning behind each allocation. - Recorded signals, clearer context and a tighter connection between the post, the card and the on-chain decision receipt. The vault keeps getting sharper without losing its edge. Still building around $VAULT. Slowly, then all at once. CC @BagsApp @BNNBags @finnbags @BagsHackathon @MeteoraEco

September opens with a new batch on solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS. Same rule behind all of it: if the app shows you a number, you should be able to check it without me. Every claim below points at the page that proves it. For holders: - Thin route swaps land now on /swap. Dynamic slippage on the quote, and a simulation before send so a failure names the leg that refused instead of spinning on "confirming". - Setting up a token account on /claim no longer expires while you read the prompt. The tx takes its blockhash from your wallet at signing time. - Reward projections on /intelligence moved off a lifetime average to a rolling 30 day window over cycle lamports. On solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS that was the gap between reading half the current pace and reading it. - The rail and the dark theme now match the refreshed look on @BagsApp. The app should feel native to where the token lives, and that means moving when Bags moves. - The Telegram sentinel, wired up at /bot, deletes and bans impersonators on sight, on deterministic rules with confusable folding. No model gets a vote on a removal. For machines: - Pay for a call and the answer comes back with a signed receipt. Anyone can verify it against the key the vault publishes, with no callback to me, and the CLI and the Solana Agent Kit plugin go one step further and confirm on chain that the USDC landed where the receipt says. Prices at /pricing. - Agent delegations, set up at /delegate, are bounded per action per window and only where the scope was signed. Past the cap the burner acts as itself, so a runaway loop cannot spend your gas or your vote. - Ask /api/agent/liquidity whether the LP can be pulled and it reads the position live from the pool on @MeteoraAG. allLocked is true only at zero withdrawable liquidity. - The firewall self check at /firewall is up to 162 adversarial fixtures, re-run on every build. Open it and read the count yourself. Under the hood: - Skill doc at /skill.md, the CLI and the Solana Agent Kit plugin all updated and republished, so an agent reading any of the three gets the same contract. The full surface is listed at /api/openapi and you can exercise it at /playground. - Dependencies refreshed and pinned exact, each one traced top down from the registry to the repo to the org before it went in. - Optimizations and bug fixes throughout, including a throttled upstream that used to leave the liquidity record on /proof blank instead of serving what it had. I work on this daily with one bar in mind: holders of solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS should be proud of what they hold. solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS runs on @BagsApp fee sharing, so every trade fills the vault and holders claim tokenized gold, the S&P 500 and US Treasuries straight to their wallet. Check the last video I made about VaultBags, I think it came out cool. One more thing: I am working on an update I think a lot of you will like. No promises, and it runs in parallel with everything above. I do not stop. Slowly, then all at once. CC @BNNBags @BagsHackathon @finnbags @MeteoraEco

What is VaultBags? Hold solana:4iCRYJHvwUE21duaQ1nQcUXkh7wYNQai9aBihd3FBAGS, get gold, US Treasuries and the S&P 500 in your wallet. Every 15 minutes, on @solana. Every trade deepens liquidity that locks forever and compounds on itself. Lock in @streamflow_fi for +50%. Verify all of it yourself. New video below. A lot more coming. vaultbags.app CC: @BNNBags @BagsApp @finnbags @MeteoraEco