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@y2kappa Avatar @y2kappa Marius | Kamino

Marius | Kamino posts on X about kamino, defi, solana, protocol the most. They currently have XXXXXX followers and 1482 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence cryptocurrencies #3370 finance technology brands stocks social networks

Social topic influence kamino #32, defi #4023, solana, protocol, closed #863, jup, blockchain, crypto #1305, os, sol

Top accounts mentioned or mentioned by @kaminofinance @solana @aeyakovenko @0xmert @pythnetwork @jitosol @togbe0x @8bitpenis @jupiterexchange @kamino @hsrwala @kylesamani @denisivanchenko @katexbt @qwqiao @theiaresearch @aave @ptillement @coinbase @allezlabs

Top assets mentioned Kamino (KMNO) Solana (SOL) Ethereum (ETH) BlackRock Inc (BLK)

Top Social Posts

Top posts by engagements in the last XX hours

"This is mostly perps related - isolation in a lending context actually means your collateral is free from contagion from any other assets or positions. When we talk to funds / brokers they tell us that its very important to know what happens to their (or their clients) collateral and that their clients sometimes insist on no rehypotecation. Equally lots of private credit funds differentiate on how the collateral is custodied and treated"
X Link 2025-12-07T19:08Z 11.9K followers, XXX engagements

"@italoacasas I would have to check the code when its os but my understanding of jup lend is that sol collateral is rehypothecated to jupsol or inf loopers which means that borrow pairs are not isolated which is fine as a protocol design but you advertised all borrow vaults are isolated"
X Link 2025-12-05T22:13Z 11.8K followers, 3148 engagements

"the conventional meaning of a word is what people understand when you say it to them it doesnt get defined it emerges. regardless. nobody understands isolated as has its own config and surely when you say isolation means nothing can happen to your assets if something bad happens to assets in another vault you explicitly say what isolation really is and how everyone understands it. except that its obviously not true in jup lend by your own definition and contrary to what you said as no cross contagion your sol collateral is rehypothecated and if something happens to inf there is clear"
X Link 2025-12-05T23:23Z 11.8K followers, 3282 engagements

"I struggle to see whats worse: * Pure deception to mislead users * Incompetence while running a multi billion DeFi protocol Open source doesnt solve it users trust what people say only XXXXX% of them will read the source code that trust should never be violated even if verifiable"
X Link 2025-12-06T08:11Z 11.8K followers, 3023 engagements

"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"
X Link 2025-12-06T21:30Z 11.8K followers, 16.2K engagements

"Its really awesome to have Kamino power fintechs. But its something quite special to power Stepans fintech that is used by so many Solana teams including friends of ours. (more on this later)"
X Link 2025-12-09T10:24Z 11.8K followers, 5031 engagements

"Probably the best post-mortem I have seen in an extremely long time. TLDR: A tokenised credit fund (Fasanara One) had a X% write down and nothing broke. No liquidations and no bad debt because the curators did an immaculate job. Truly an impressive glimpse of how DeFi and TradFi are merging. I read the First Brands story recently and I had no idea it was going to spill into DeFi. Few things to say about this post and how Steakhouse handled it: * We should normalise realised losses due to credit risk. Currently bad debt is a taboo subject in DeFi but as we mature this is normal and expected"
X Link 2025-12-04T22:08Z 11.9K followers, 32.6K engagements

"yuck i feel really dumb today"
X Link 2025-12-05T17:29Z 11.9K followers, 36.7K engagements

"Mind blowing fact - this is the culmination of years of work. Years. Few people know that the blockchain where these loans are actually recorded and settled that serves as infrastructure for HELOC loans Provenance has been running since 2021 purpose built for this usecase on the Cosmos SDK. Super happy to have them on Solana now"
X Link 2025-12-06T01:59Z 11.9K followers, 10.1K engagements

"Video here:"
X Link 2025-12-06T15:53Z 11.9K followers, 6282 engagements

"@harold_ Their code is closed source it was hard to check. We looked at the numbers and things looked sus. Only when the founder confirmed it yesterday I knew 100%"
X Link 2025-12-06T19:47Z 11.9K followers, 1087 engagements

"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 DeFi trust is everything and trust has been violated"
X Link 2025-12-07T14:45Z 11.9K followers, 11.3K engagements

"PRIME is the most important asset in Solana at the moment and for the foreseeable future"
X Link 2025-12-10T22:50Z 11.9K followers, 4498 engagements

"I guess better late than never. Some people told me I should improve the comms and that I should have explained our decision better. Its 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 couldnt be further from the truth. In reality in Jupiter Lend if you supply SOL and borrow"
X Link 2025-12-06T15:52Z 11.9K followers, 76.2K engagements

"One really interesting (and awesome) thing that few people know - PYUSD and USDG are bankruptcy remote. That means the reserves backing these coins are legally segregated and if Paxos (or Paypal) is in trouble or go bankrupt they cannot touch the reserves and are kept for redemptions only"
X Link 2025-12-08T04:44Z 11.9K followers, 12.5K engagements

"Never felt more bullish. So much to do we need to cancel Christmas this year. Finally escaping the crypto closed loop and inbound is almost unmanageable"
X Link 2025-12-14T09:13Z 11.9K followers, 2097 engagements

"My thoughts on Breakpoint 2025: 1/ TradFi is most definitely here and I need to stop wearing shorts and bring back the shirts 2/ The most utility based conference so far - people I talked to have real needs and benefits they want from the blockchain - at scale 3/ By contrast the least meta / narrative driven conference so far feels like people simply decided to mute this part of crypto almost like they just have had enough 4/ Everything people were dreaming about X years ago everything that was a wild dream is now reality - we have tokenised stocks bonds funds globally accessible on Solana"
X Link 2025-12-14T09:56Z 11.9K followers, 1743 engagements