_whY

You are what you dare.

[Kamino @kamino]

RWAs are expanding rapidly on Solana, with Kamino recently surpassing $1B in total RWA market size.

These markets require robust credit infrastructure to provide the liquidity and risk frameworks that allow real-world assets to integrate with onchain capital.

Kamino is building the rails that power these markets.

[Solana @solana]

Every Solana token will be available instantly to trade by 100 million users on @coinbase.

Solana is the new standard.

[Kamino @kamino]

Tomorrow.

[Kamino @kamino]

It's one thing to talk about risk — it's another to obsess over every single statistic.

The @AllezLabs Monthly Insights on Kamino Lend is now out for November, a volatile month that once again proved the resilience of Kamino's risk systems⤵️

[Marius | Kamino @y2kappa]

Correct.

This was a one-off comms mistake.

Repeated weekly across all channels, by the entire team, in text, video and pictures.

Interesting completely unrelated anecdote - FTX had a checkbox that said “do not rehypothecate my collateral” which was completely ignored, but made people think their collateral isolated.

That was also a one off comms mistake!

[Marius | Kamino @y2kappa]

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 they are taking.

Jupiter Lend claimed repeatedly that there is no cross contamination between assets - that if something bad happens to an asset in a different vault, you have no exposure to those other assets (see video below).

That couldn’t be further from the truth.

In reality, in Jupiter Lend, if you supply SOL and borrow USDC, your SOL gets lent out to loopers, including JupSOL, INF, etc. You take all the risk of those loops or assets blowing up.

There is no isolation here and full cross contamination, contrary to what is advertised and what people are being told.

In TradFi but also in DeFi, the fact that your collateral is rehypothecated or not, has contagion risks or not, is material information and should be very clearly disclosed. Not only that, but it should definitely not be claimed otherwise.

I come to this app every day to talk about risks, security, smart contracts. I have tried to cultivate a culture of risk awareness and financial literacy in Solana DeFi.

Our users’s security is and has always been our no. 1 goal.

I cannot, in good conscience, make this migration easy when our users (those with a Kamino position) have been misled into refinancing and about what happens to their funds when they migrate.

Users are always free to withdraw from Kamino, that never changed.

Equally, migration tools should be two way and be clear about the risks as well as the yields. I am all for open finance, and if that happens we will remove the block in a heartbeat.

(today the videos and tweets have been deleted, but I can attach them below)

[Marius | Kamino @y2kappa]

These recent events feel like end of cycle things, at least end of this current mini crypto cycle. Really sad to see them happening, but not at all surprising.

You didn’t need to be a visionary genius to have seen them coming, just needed a long enough memory span.

We have remained disciplined with our risk management, been hardening our configs, caps, LTVs, oracles, infrastructure, due diligence, asset isolation.

We knew that late cycle is especially ugly, just sucks that we’re here now.

From Kamino’s pov, couldn’t be more bullish on what our team has managed to do, gone through and what’s coming next.

[Halo Leaks @leaks_infinite]

Halo 2 & Halo 3 are being remade, yes they will have sprint. No multiplayer, only campaign. Full remakes.
Multiplayer is going to be Halo 7.

[_whY @_whycf]

@CacheTrading How of a 'long shot' would be for market market to go for that 118K ?

[toly 🇺🇸 @toly]

Formal verification 🤌🤌🤌

[toly 🇺🇸 @toly]

🤯🤯🤯

[SolanaFloor @SolanaFloor]

UPDATE: @Solana DApps continue to surpass all L1 and L2 DApps in daily revenue.

[Kamino @kamino]

Introducing https://t.co/2NQrvyXwIQ

Welcome to our new home.

[HELLDIVERS™ 2 @helldivers2]

You know the music, time to dance.

[HELLDIVERS™ 2 @helldivers2]

This one is special, Helldivers. Our first Legendary Warbond is here! Step into the boots of the Obedient Democracy Support Troopers (ODSTs) and prepare to make history.

The HELLDIVERS 2 x HALO: ODST Legendary Warbond is filled with Halo: ODST-inspired weapons, armor, patterns, and more!
https://t.co/80HX3Ih6zH

[toly 🇺🇸 @toly]

Solana is the fastest monetary system in the world.

[HELLDIVERS™ 2 @helldivers2]

RECRUITING NOW

Enlist in the Helldivers and crush the enemies of liberty to bring the shining light of Managed Democracy to the darkest corners of galaxy. Deploying to Xbox consoles on August 26th — report for duty and deliver Freedom… one bullet at a time.

See you on the frontlines.

Standard Edition: https://t.co/gWuSlIzcWf
Super Citizen Edition: https://t.co/gWuSlIzcWf

[SolanaFloor @SolanaFloor]

🚨NEW: @KaminoFinance has become the #1 DeFi protocol by TVL (Total Value Locked) on @Solana.

[Marius | Kamino @y2kappa]

hi @jito_sol 👋, race you to 10 billy?

[SolanaFloor @SolanaFloor]

🚨BREAKING: $SSK, the first U.S. Solana staking ETF by @REXShares, has surpassed $100 million in assets under management, just three weeks after its launch.