Marius | Kamino (@y2kappa) 's Twitter Profile
Marius | Kamino

@y2kappa

cofounder @KaminoFinance | @solana bear market survivor | prev @Bloomberg | larping | views are my own

ID: 2863704390

calendar_today19-10-2014 00:35:17

2,2K Tweet

9,9K Followers

2,2K Following

Marius | Kamino (@y2kappa) 's Twitter Profile Photo

Forgot to add impermanent loss as another discount factor to lending yield since your favourite influencer told me he is bullish Breaking new ground in quantitative finance

Marius | Kamino (@y2kappa) 's Twitter Profile Photo

For this Saturday’s gratitude tweet, I’d like to recognise the now normalised, but huge achievement of credit protocols in DeFi, that went from purely funding directional longs on ETH, BTC and SOL to funding various flavours of carry trades and repurchase agreements. This was

Marius | Kamino (@y2kappa) 's Twitter Profile Photo

Follow up, one week later. (I wouldn't self-shill if I didn't think it's a good product) swap loads a lot faster now also, more improvements on the way

Follow up, one week later.

(I wouldn't self-shill if I didn't think it's a good product)

swap loads a lot faster now also, more improvements on the way
Cheryl Chan (@cheryldchan) 's Twitter Profile Photo

1/ Excited to announce I’m joining Kamino, the leading credit layer on @Solana. Institutions are gearing up to enter crypto at scale—and Kamino is perfectly positioned. 🧵👇

Cheryl Chan (@cheryldchan) 's Twitter Profile Photo

Big congrats to our partner Maple—$2B+ TVL, 5x growth in 10 months 🤯—now expanding to Solana and Kamino! Huge W for RWAs and the whole ecosystem. LFG 🚀

Martin de Rijke (@martindrijke) 's Twitter Profile Photo

Excited to be working with Kamino — have been very impressed with their product and pace of execution. Growth already strong on the syrupUSDC Multiply product.

Marius | Kamino (@y2kappa) 's Twitter Profile Photo

Kamino v2 barely out Maple market $31m Marinade market $78m Sanctum market $18m Exponent market $27m Solblaze market $13m Backed by the battle tested market contracts and new triple audited formally verified vault contracts. There is only one place to do credit on Solana.

mcsquared (@0xmc2) 's Twitter Profile Photo

🔥 May was a breakout month for Kamino $80M in new SOL debt was added - Kamino is the de facto leverage sink for SOL V2 is scaling fast 📊 May's risk report 👇

🔥 May was a breakout month for <a href="/KaminoFinance/">Kamino</a> 

$80M in new SOL debt was added - Kamino is the de facto leverage sink for SOL

V2 is scaling fast

📊 May's risk report 👇
Alex BertoG 🐮 (@a_bertog) 's Twitter Profile Photo

Similar to whats done in TradFi, Allez Labs models extreme, low-probability events, like an instant -60% drawdown scenario to help define risk boundaries The fact that Kamino would only see ~$90M in modeled bad debt (out of ~$1.5B debt) in an instant -60% crash,