RT Chris🔺 (@cakowalski2)Pharaoh Exchange on @avax just printed $283k fees in 24h — a new all-time high 🔥Since @PharaohExchange V3 launch:• Daily volume → $200M+• Fees outpacing emissions 5X+• 100% of fees to $PHAR holdersreal yield season has arrived on AVAX 🔺 https://t.co/lcPO7GGIN2 ...

>> I'M SCARLET FU. "BLOOMBERG REAL YIELD" STARTS RIGHT NOW. SCARLET: COMING UP, THE DEBATE HEATS UP AS THE DOVES SOUND OFF ON CUTS.POLICYMAKERS HAVE ONE LAST DATA POINT AS THE BUREAU OF LABOR STATISTICS SAYS IT WILL BE NO OCTOBER CPR REPORT, A LIMITED LIKE THE OCTOBER JOBS REPORT THEY TOLD US ABOUT EARLY THIS WEEK. TRADERS PILING INTO ORACLE'S DEFAULT SWAPS AS A HEDGE AGAINST A POTENTIAL AI CRASH. EYEING THE FED'S NEXT MOVE.>> WHEN YOU HAVE A GROWTH SCARE IT TENDS TO LEAD TO A DEEPER CORRECTION. >> THE MARK ...

1/ Bitcoin’s earning capacity is broken.Fragmented across protocols, seasonal at best, and driven by fleeting incentives.Starknet fixes that, becoming Bitcoin’s sustainable DeFi layer, powered by dual staking and real yield 🧵 https://t.co/pKLer57gqY ...

Protocol Performance - moremarket achieved $40 million TVL with a focus on real yield rather than incentive programs [1] - The protocol attracted 3400 users seeking genuine yield instead of speculative tokens [1] - The protocol is positioned as an "anti-points" protocol, attracting real capital inflows [1] Investment & Strategy - Electric Capital backed this Near spinout five months ago [1] - The protocol emphasizes sustainable economics to capture sticky capital, contrasting with protocols that burn treasury on incentives [1] Market Dynamics - The protocol is observing mercenary capital rotating out of incentive-driven platforms [1]

THIS IS "BLOOMBERG TECH SCARLETT FROM NEW YORK CITY FOR OUR VIEWERS WORLDWIDE, I AM SCARLET FU. "BLOOMBERG REAL YIELD" STARTS NOW. ♪ COMING UP, THE U.S. GOVERNMENT SHUTDOWN ENTERS 10 DAY TODAY WITH NO FURNITURE INSIDE.-=-- END IN SIGHT. TARIFF CONCERNS RENTAL MARKET-- RATTLES MARKETS. AND REVEALING CRACKS IN CREDIT.WE ARE GOING TO GET DOUBLELINE CAPITAL'S TAKE ON WHAT THIS SIGNALS IN JUST A MOMENT. FIRST WE BEGIN WITH A BIG ISSUE, LACK OF OFFICIAL ECONOMIC DATA CUTTING THE ECONOMIC PICTURE. >> THE SHUTDOWN, ...

RT Solstice (@solsticefi)Internet Capital Markets are here.USX just crossed $200M TVL on Solana.Real yield. Real demand. https://t.co/SCS6usamey ...

Core Viewpoint - The price of gold is expected to continue rising, driven by persistent inflation and potential Federal Reserve rate cuts, with analysts projecting significant upside in gold prices over the next few years [2][6][10]. Group 1: Gold Price Trends - The SPDR Gold Shares (GLD) fund has increased by nearly 118% over the past three years, with gold's spot price currently around $3,680 per ounce, up from approximately $1,675 in 2022 [1]. - Several investment banks have raised their gold price forecasts, with Deutsche Bank targeting $4,000 per ounce by 2026, while UBS and ANZ Group also project prices of $3,900 and $4,000 respectively [7][9]. - Analysts predict further upside in gold prices ranging from 6% to 36%, with an average upside of around 8% excluding Goldman Sachs' more bullish forecast [10]. Group 2: Economic Factors Influencing Gold - Persistent inflation remains significantly above the Federal Reserve's 2% target, which has been a key driver for gold's price increase, as high inflation diminishes the value of fiat-denominated assets [3][5]. - The Consumer Price Index (CPI) rose by 2.9% year-over-year in August, while the Fed has lowered the Fed Funds Rate by 25 basis points to between 4.25% and 4.50% [5]. - Markets anticipate further rate cuts in 2025, indicating that the Fed may prioritize avoiding recession over aggressively combating inflation, which could lead to lower real yields and higher gold prices [6]. Group 3: Investment Vehicles - The SPDR Gold Shares ETF is the most popular option for tracking gold prices, though it has a 0.4% expense ratio that slightly reduces returns compared to holding physical gold [11]. - The VanEck Gold Miners ETF (GDX) and VanEck Junior Gold Miners ETF (GDXJ) offer alternative exposure to gold mining stocks, with GDX focusing on larger firms and GDXJ on smaller ones, both showing strong total returns over the past three years [12][13].

Overview - Vaultbridge utilizes bridged assets (USDC, USDT, WETH, WBTC) for deployment into low-risk strategies on Ethereum [1] - Yield generated is redirected to Katana to enhance APY in Morpho + Sushi pools [1] Benefits - Users benefit from increased earnings through real yield, rather than solely relying on KAT emissions [1]

Core Insights - Financial Serenity focuses on the asset management sector, providing in-depth analysis of market dynamics [1] - The initiative is managed by Tommaso Scarpellini, who has extensive experience in financial research and analytics [1] - The goal is to deliver data-driven perspectives to assist investors in making informed decisions in a changing market [1] Industry Summary - The asset management market is characterized by evolving dynamics that require rigorous data analysis and actionable insights [1] - The column combines insights from data analysis with opinions and ratings on ETFs and other trending instruments [1]

Labor Market & Economic Outlook - US labor market shows warning signs with payrolls tumbling and unemployment rate rising, indicating a deceleration in job gains [1][2] - Concerns mount over a complicated mix for the Federal Reserve to deal with, leading to expectations of potential rate cuts in September and December [2][3] - Slowing services wages suggest a potential slowdown in consumption and the overall economy, justifying lower interest rates even without a formal recession [19] - The economy is structurally sound, but current policy may be suboptimal, with rates disproportionately hurting lower-income households as housing and labor markets slow [9][10] Interest Rate & Monetary Policy - Fed rate cut bets for September have reached nearly 90%, a significant increase from 45% prior to jobs data, with two rate cuts priced in for the year [6] - The Cleveland Fed President acknowledges a tricky time for monetary policy makers due to conflicting mandates, requiring careful data analysis and business conversations [7][8] - The market anticipates bull steepening as the economy slows and the Fed cuts rates, potentially spurring inflation or growth, leading to a V-shaped recovery [12] - Neutral rate is difficult to determine, potentially higher than expected due to shifts in household and business debt structures, allowing for higher interest rates with a robust economy [17][18] Bond Market & Credit Issuance - US high-grade weekly volume reached $12 million, driven by foreign bank sales, while July volume was $81 billion, the lightest month for supply this year [29] - US high-yield July volumes exceeded $35 billion, marking the second busiest month since September 2021 and the busiest since at least 2006 [30] - Leveraged loan launches in July set a record, reaching over $222 billion, the fourth time in 14 months an all-time record has been broken [30] - Private sector holds $225 trillion in cash, exceeding marketable Treasury debt, with only $29 trillion in high-quality bonds, creating a transcendent influence on the market [26][27]