[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @y2kappa Marius | Kamino Marius | Kamino posts on X about kamino, solana, closed, has been the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::2863704390/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +56% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +29% ### Mentions: X [#](/creator/twitter::2863704390/posts_active)  - X Week XX +43% - X Month XX +97% - X Months XXX -XX% - X Year XXX +43% ### Followers: XXXXXX [#](/creator/twitter::2863704390/followers)  - X Week XXXXXX +1.50% - X Month XXXXXX +3.40% - X Months XXXXXX +19% - X Year XXXXXX +51% ### CreatorRank: XXXXXXX [#](/creator/twitter::2863704390/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #1197 [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XX% [social networks](/list/social-networks) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [kamino](/topic/kamino) #5, [solana](/topic/solana) 13.33%, [closed](/topic/closed) 10%, [has been](/topic/has-been) 6.67%, [blockchain](/topic/blockchain) 6.67%, [defi](/topic/defi) 6.67%, [rwa](/topic/rwa) 6.67%, [crypto](/topic/crypto) #518, [guess](/topic/guess) 3.33%, [jup](/topic/jup) XXXX% **Top accounts mentioned or mentioned by** [@kamino](/creator/undefined) [@italoacasas](/creator/undefined) [@8bitpenis](/creator/undefined) [@juplend](/creator/undefined) [@jupiterexchange](/creator/undefined) [@smykjain](/creator/undefined) [@denisivanchenko](/creator/undefined) [@armaniferrante](/creator/undefined) [@solana](/creator/undefined) [@hastrafi](/creator/undefined) [@jrwhale](/creator/undefined) [@alexandroff_h](/creator/undefined) [@bonkagent](/creator/undefined) [@nftimm](/creator/undefined) [@therealmiso2049](/creator/undefined) [@joestarcrypto](/creator/undefined) [@defigosha](/creator/undefined) [@winterginaa](/creator/undefined) [@kashdhanda](/creator/undefined) [@phantom](/creator/undefined) **Top assets mentioned** [Kamino (KMNO)](/topic/kamino) [Solana (SOL)](/topic/solana) ### Top Social Posts Top posts by engagements in the last XX hours "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](https://x.com/y2kappa/status/1997333295474802777) 2025-12-06T15:52Z 11.9K followers, 76.2K 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](https://x.com/y2kappa/status/1997123644145692925) 2025-12-06T01:59Z 11.9K followers, 10.1K engagements "Video here:" [X Link](https://x.com/y2kappa/status/1997333594155483377) 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](https://x.com/y2kappa/status/1997392430392311835) 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](https://x.com/y2kappa/status/1997678980111958121) 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](https://x.com/y2kappa/status/1998887958590713917) 2025-12-10T22:50Z 11.9K followers, 4498 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](https://x.com/y2kappa/status/2000132121151541364) 2025-12-14T09:13Z 11.9K followers, 5086 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](https://x.com/y2kappa/status/1996703066662576210) 2025-12-04T22:08Z 11.9K followers, 32.6K engagements "This is a gigantic launch for Solana. Bringing sustainable crypto-uncorrelated yield on chain. Fully fungible composable loopable. You can buy and hold or you can loop it 👇" [X Link](https://x.com/y2kappa/status/1996708942433616125) 2025-12-04T22:31Z 11.9K followers, 26.5K engagements "yuck i feel really dumb today" [X Link](https://x.com/y2kappa/status/1996995231019901382) 2025-12-05T17:29Z 11.9K followers, 36.7K engagements "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](https://x.com/y2kappa/status/1997745013112082541) 2025-12-07T19:08Z 11.9K followers, XXX 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](https://x.com/y2kappa/status/1997889899928645693) 2025-12-08T04:44Z 11.9K followers, 12.5K 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](https://x.com/y2kappa/status/2000142768807559256) 2025-12-14T09:56Z 11.9K followers, 10.6K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@y2kappa Marius | Kamino
Marius | Kamino posts on X about kamino, solana, closed, has been the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +56%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +29%
Mentions: X #
- X Week XX +43%
- X Month XX +97%
- X Months XXX -XX%
- X Year XXX +43%
Followers: XXXXXX #
- X Week XXXXXX +1.50%
- X Month XXXXXX +3.40%
- X Months XXXXXX +19%
- X Year XXXXXX +51%
CreatorRank: XXXXXXX #
Social Influence
Social category influence cryptocurrencies #1197 finance XXXXX% technology brands XX% social networks XXXX% stocks XXXX%
Social topic influence kamino #5, solana 13.33%, closed 10%, has been 6.67%, blockchain 6.67%, defi 6.67%, rwa 6.67%, crypto #518, guess 3.33%, jup XXXX%
Top accounts mentioned or mentioned by @kamino @italoacasas @8bitpenis @juplend @jupiterexchange @smykjain @denisivanchenko @armaniferrante @solana @hastrafi @jrwhale @alexandroff_h @bonkagent @nftimm @therealmiso2049 @joestarcrypto @defigosha @winterginaa @kashdhanda @phantom
Top assets mentioned Kamino (KMNO) Solana (SOL)
Top Social Posts
Top posts by engagements in the last XX hours
"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
"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
"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, 5086 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
"This is a gigantic launch for Solana. Bringing sustainable crypto-uncorrelated yield on chain. Fully fungible composable loopable. You can buy and hold or you can loop it 👇"
X Link 2025-12-04T22:31Z 11.9K followers, 26.5K engagements
"yuck i feel really dumb today"
X Link 2025-12-05T17:29Z 11.9K followers, 36.7K engagements
"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
"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
"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, 10.6K engagements