Marius | Kamino
@y2kappa
cofounder @KaminoFinance | @solana bear market survivor | prev @Bloomberg | larping | views are my own
Some truths are just plain and simple, no need to over complicate.
We thought about what happens if other people came for our lunch. What if they did. What if they didn’t. We got to the same answer - we will build the best protocol for users. Nothing changes. So simple. The only moat is moving faster in the right direction. @buffalu__
The funny thing about RWAs, like xStocks, is that they are so weird and unnatural to the crypto natives who only think in terms of metas and narratives, and who have become prolific at producing narrative slop. Unlike memes, RWAs don’t need a narrative, because, you know, there…
Tokenized stocks are the fasted growing individual assets right now, mostly on Solana
$1m in xStocks collateral on Kamino
$500k in xStocks collateral on Kamino New asset class with new challenges, including liquidity, oracles, but highly bullish for Solana DeFi.
The top 3 routes on Kamino Swap have been extremely competitive over the past 10 days: 1. @JupiterExchange - 36.6% Volume Share 2. @DFlowProtocol - 35.8% Volume Share 3. @okx - 27.5% Volume Share And, as always, Kamino Swap charges ZERO swap fees
Just use Kamino Swap. Zero Fees. 6 Routes Aggregated (incl. Jupiter, DFlow, Pyth RFQ, OKX, and more).
Just use @KaminoFinance Swap. Uses multiple routes and has shown me a better price than Ranger or Jup nearly everytime due to 0% fees and has shows each route.
My favourite people in crypto are the self-taught pro users, hands down, by a thousand miles and it’s not even close. Those that never worked in finance and never had access to private banking tools and concepts but fully assimilated it when they got it for the first time in…
Not all yield is created equal, and we refuse to pretend otherwise. It can be safe or risky, short-lived or sustainable, deep or easily diluted, hard won, actively managed, or simply passed through. Users deserve the full spectrum of opportunities, presented with enough…
1/ Introducing 4 new features to Kamino Earn Designed to provide deeper insight into vault performance and curator activity, directly from the Earn UI Earn Vaults are evolving🧵
DFlow killing it also on Kamino recently devs did something
The DFlow aggregator has crossed $2b in 30 day volume on Solana for the first time! We started this year with < $10m in monthly volume. We’re just getting started. Expect completely redefined market structure, novel trading mechanisms, and continued exponential growth in H2
Impressive transparency exercise by deBridge. Humbling to see they chose Kamino for their Solana treasury.
5/ To preserve value, these balances are staked in leading liquidity protocols as follows. @KaminoFinance has been selected as the trusted provider on Solana for USDC and SOL. The following balances are currently supplied: ~ 19,644 SOL ($3.6M) ~ $2.9M USDC
Borrow curve was lowered to reflect decreased credit risk due to nearly two years on mainnet with no incidents.
x.com/i/article/1948…
Bitcoin yield strategy on Kamino 👇
on the theme of BTC, here's another one: -Deposit xBTC @ 0.23% on @KaminoFinance -Borrow USDG, get paid net 0.8% in USDG -Supply USDG to @SteakhouseFi earn vault @ 6.5% If you borrow at 50% LTV and sell yield back to BTC, that's almost 4% yield on BTC at current rates
You can borrow USDC on Kamino main pool at ~5% ATM, $80m capacity.
Casually getting $200 on limit orders as fill surplus and over $7.5k in lifetime surplus, as well as no fees. There is no second best.
Large, well-placed limit orders on @KaminoFinance got filled over the past session. Multiple fills around $2mm in size each.
Serious people that care about best execution with size choose Kamino Swap and Kamino Limit orders. Simply the best venue on Solana. No hidden fees, no backroom deals.
Large, well-placed limit orders on @KaminoFinance got filled over the past session. Multiple fills around $2mm in size each.
$500k in xStocks collateral on Kamino New asset class with new challenges, including liquidity, oracles, but highly bullish for Solana DeFi.
Recently, @xStocksFi went live on @KaminoFinance with the following markets: SPYx TSLAx NVDAx MSTRx AAPLx QQQx GOOGLx HOODx With around close to $500k worth of xStocks supplied in this market and $117k borrowed against these it's still early days for this integration. As…
Solvency isn’t assumed. It’s proven. We've just formally verified @KaminoFinance’s Earn Vaults, covering deposits, withdrawals, fee logic, and fixed-point rounding. Learn more 👇
1/ We’re proud to share Kamino Earn Vaults have been formally verified by @CertoraInc —a major security milestone This confirms Kamino Earn meets the highest safety standards, making it the most secure yield product on @solana Fully open source. 4x audited. Formally verified.
Kamino Earn Vaults are: * Formally Verified * Verifiably Built * Open Source * 4 times audited All the while being **stress tested** by doing $ billions in weekly reallocation for yield optimisation. There is nothing that comes anywhere close on Solana.
1/ We’re proud to share Kamino Earn Vaults have been formally verified by @CertoraInc —a major security milestone This confirms Kamino Earn meets the highest safety standards, making it the most secure yield product on @solana Fully open source. 4x audited. Formally verified.
ALP is still the highest-yield Multiply strategy on @KaminoFinance 🥁 Multiply users are currently earning 180+% APY 👀 Borrow cap is doubling up to 1.2M USDC Time to deploy more capital Learn more 👇