Centrifuge unveils a ready-made vault toolkit for onchain funds, with LayerZero inside @centrifuge ($CFG) unveiled the Vault Development Kit today, a set of building blocks for onchain funds. Developers will choose the rules a product needs, like instant redemptions for a treasury fund or lockups for private credit, while the kit covers accounting, settlement, and cross-chain links. @LayerZero_Core ($ZRO) said its cross-chain tech is available in the kit, building on an earlier deal that takes Centrifuge’s tokenized funds to other chains. The kit is still in security audits, and developers can already study the docs and code ahead of launch. Notes:

CENTCOM is launching a new task force aimed at cutting off Iran's ability to move weapons, technology and sanctioned materials across its land borders and the Caspian Sea. Task Force Iron Gate will coordinate with other US government agencies to disrupt these routes and prevent Iran from replenishing its military and generating revenue.

CENTRUS $LEU Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $55.5M (Est. $55.3M) 🟢; -26% YoY 🔹 Adj. Diluted EPS: -$0.46 (Est. -$0.39) 🔴 🔹 GAAP Diluted EPS: $1.41 🔹 Operating Income: -$29.7M (Est. -$20.6M) 🔴 FY26 Guide: 🔹 Revenue: $450M-$500M (Est. $481M) 🟡 🔹 Capital Deployment: $350M-$500M 🔹 Oak Ridge Hiring: At least 100 net new employees 🔹 Piketon Hiring: At least 175 net new employees; from 100 Segment Net Revenue: 🔹 LEU: $31.8M; -29% YoY 🔹 Technical Solutions: $23.7M; -21% YoY Announcements: 🔹 Centrifuges: First new centrifuge shipped; 16-centrifuge HALEU cascade 🔹 Manufacturing: Supply chain complete two months ahead of schedule 🔹 Certified-for-Construction: First package completed ahead of year-end target Key Updates: 🔹 Warrant Gain: $46.4M fair-value gain drove net income 🔹 Backlog: $5.4B contingent LEU and HALEU sales commitments Comments: 🔸 “This achievement, along with us demonstrating that we have a complete manufacturing supply chain in place, was reached two months ahead of our ambitious schedule and puts us far ahead of the competition.”

Central banks bought 321 metric tons of gold in Q3, up 42% YoY. $GLD $GDX Gold ETF inflows added $31B, while high prices caused jewelry demand to drop 17%. Capital Economics expects gold prices to retreat to $3,600/oz by the end of 2027. Barrick Gold ($B), Seeking Alpha's top-rated gold miner: Valuation grade = A+ P/E = under 13x Revenue growth = over 130% Seeking Alpha Quant Rating for Barrick Gold: Buy. Central banks are buying, but is gold headed to $3,600?