LMFAO Solscan is goated 🐐

1/ Previously, when capital rotated between crypto and equities, accessing stock and ETF exposure required off-ramping from Solana xStocks now makes that shift instant and onchain, with over $120M deployed and usable across DeFi Global finance onchain, powered by Kamino 🧵

Blockchain as backend (aka - the tragedy of this cycle) (and why people lend below RFR on Aave) The side effect of the current app cycle is that we seem to have forgotten why we are using DeFi in the first place. 2021 taught us how toxic black box lending can be, so everyone

1/ PRIME is live on Kamino. Undoubtedly, one of the most significant RWA integrations on Solana to date. Developed by Figure and issued by Hastra, PRIME offers real-estate-secured yield up to 8% APY. This thread is the most comprehensive guide to PRIME you will need 🧵

this is BIG. (really big)

$10M deposits on day one? in this economy?

I guess better late than never. Some people told me I should improve the comms and that I should have explained our decision better. It’s very simple - this week blocked the Jup Lend migration tool because our users have been misled about the protocol design and the risks

In classic Matt Levinesque style, everything is securities fraud and everything is comms misstep. One thing is very clear - users have been told repeatedly, by Kash, on videos, on twitter that their collateral was isolated. Over and over and over. Until they got caught. In

gm all was so nice to meet most of you between yesterday and the day before 🫶 in case you want to spot me, I have blue-tinted glasses and some beard. and I'll be at the Kamino booth this morning. see you at breakpoint!

Tomorrow. 12:40 (UTC+4) Solana Breakpoint.

Introducing the new Kamino A refreshed brand. Six new products. A platform built for the next generation of assets and institutions moving onchain. Welcome to the next chapter 🧵

DeFi was built for crypto-native assets. Kamino is building for what comes next.

I didn’t buy into the “Internet Capital Markets” thesis for a long time. “Everyone’s moving on chain”; why? I am a slow thinker, so it took me a while to find a first principles explanation for it, think I finally found it. See below 👇

Give yourself 5 minutes for a cozy Christmas reading on one of the most important assets in DeFi at the moment 👇

Kamino's Figure Market has now grown to over $280M market size, and continues to deliver some of the best stablecoin rates in DeFi With $USDC and $CASH rates over 5%, depositors are consistently earning near-double the industry benchmark

Introducing UltraLP, Solana LP Copilot AMM LPs are on-chain MMs that make DEXs work, powering $5B in volume daily on Solana. Yet, 50% of LPs are unprofitable, due to lack of tools to know when to rebalance. UltraLP tracks P&L, IL, in real time, helping LPs improve profits.