# ![@y2kappa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2863704390.png) @y2kappa Marius | Kamino

Marius | Kamino posts on X about kamino, solana, defi, crypto the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2863704390/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2863704390/c:line/m:interactions.svg)

- [--] Week [-------] +1,024%
- [--] Month [-------] +441%
- [--] Months [---------] +5%
- [--] Year [---------] -17%

### Mentions: [--] [#](/creator/twitter::2863704390/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2863704390/c:line/m:posts_active.svg)

- [--] Week [--] -50%
- [--] Month [--] -85%
- [--] Months [---] -30%
- [--] Year [---] -37%

### Followers: [------] [#](/creator/twitter::2863704390/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2863704390/c:line/m:followers.svg)

- [--] Week [------] +0.09%
- [--] Month [------] -0.26%
- [--] Months [------] +15%
- [--] Year [------] +34%

### CreatorRank: [---------] [#](/creator/twitter::2863704390/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2863704390/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  99% [finance](/list/finance)  37% [technology brands](/list/technology-brands)  11% [exchanges](/list/exchanges)  6% [stocks](/list/stocks)  4% [social networks](/list/social-networks)  2% [countries](/list/countries)  1%

**Social topic influence**
[kamino](/topic/kamino) #90, [solana](/topic/solana) 27%, [defi](/topic/defi) 17%, [crypto](/topic/crypto) 7%, [finance](/topic/finance) 6%, [oracle](/topic/oracle) 6%, [liquidity](/topic/liquidity) 5%, [usdc](/topic/usdc) 5%, [sol](/topic/sol) 4%, [onchain](/topic/onchain) 4%

**Top accounts mentioned or mentioned by**
[@kamino](/creator/undefined) [@solana](/creator/undefined) [@solanasensei](/creator/undefined) [@zaheerain](/creator/undefined) [@hastrafi](/creator/undefined) [@jupiterexchange](/creator/undefined) [@xstocksfi](/creator/undefined) [@dflowprotocol](/creator/undefined) [@theiaresearch](/creator/undefined) [@italoacasas](/creator/undefined) [@juplend](/creator/undefined) [@nakedman](/creator/undefined) [@unknownathr](/creator/undefined) [@iamheadie](/creator/undefined) [@zeroshadowio](/creator/undefined) [@multisig](/creator/undefined) [@rangeorg](/creator/undefined) [@0xthoor](/creator/undefined) [@kam](/creator/undefined) [@simonsays452](/creator/undefined)

**Top assets mentioned**
[Kamino (KMNO)](/topic/kamino) [Solana (SOL)](/topic/solana) [USDC (USDC)](/topic/usdc) [Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/bitcoin) [Exponent Inc (EXPO)](/topic/$expo) [Monad (MON)](/topic/monad)
### Top Social Posts
Top posts by engagements in the last [--] hours

"So much loss these days not just financial and not just crypto - people leaving wealth getting wiped the way of building and our very identities being challenged our industry going through extremely fast change. Still one thing I know is that those of us that have been here for long have developed incredible resilience internalised a lot of pain and change and developed the ability to see opportunities and bounce back after any kind of reset. Kamino has simply proven stability over the past few weeks. So proud of all the work in infra oracles and calibration of risk params. Will post stats on"  
[X Link](https://x.com/y2kappa/status/2019708555914355147)  2026-02-06T09:43Z 12K followers, [----] engagements


"Bittersweet moment for us when we realised that our Withdrawal Caps stopped a hack from taking everything. Happy it kicked in sad we had the chance to see it working live. I remember when we launched this feature people called it a "catch all" "lazy dev" solution. Glad we didn't listen to them. And in general Kamino codebase is filled with preventions like this. We spent years optimising the accounting checks oracles design continuously calibrate the risk parameters the curves. Code is free scar tissue is not - my pain from watching liquidations and helping rescue hacked funds at [--] am in the"  
[X Link](https://x.com/y2kappa/status/2020864305688707229)  2026-02-09T14:16Z 12K followers, 16.2K engagements


"Pretty good baseline for standard smart contracts. Formal verification still expensive but AI is pretty good at writing FV tests - so the hard part is thinking what invariants are worth enforcing. If the smart contract manages risk / depends on market volatility the bar is much higher. * Oracle design is a huge rabbit hole * Failovers on cranks / keepers oracles resilience * Risk parameters calibration * Invariant checks --- Previously a team had to have funding + good judgement + good devs to do the above. With code becoming cheap / free the good judgement is more and more of the"  
[X Link](https://x.com/y2kappa/status/2021259023144653125)  2026-02-10T16:24Z 12K followers, 22.8K engagements


"One of the main things that Solana and Toly did right was to be terminally online and reply-guy to every single person on Twitter - that's how you cultivate a core group of believers - aka a cult. The reason why this is critical is that those believers go build products and work on user acquisition themselves instead of Toly having to acquire them one by one. Many L1s tried to take the shortcut and gave grants to mercenary devs that left the code to catch dust on github after they got the grant. I know stories of devs contracted by devs contracted by other devs that got the grant from the"  
[X Link](https://x.com/y2kappa/status/1834540729101639833)  2024-09-13T10:32Z 12K followers, 91.5K engagements


"RT @kamino: In [----] Kamino scaled as onchain credit matured with deeper liquidity and a growing share of stablecoins and RWAs. $3.34B s"  
[X Link](https://x.com/y2kappa/status/2019140563333967888)  2026-02-04T20:06Z 12K followers, [--] engagements


"RT @0xThoor: A large chunk of USDC was recently supplied on the @xStocksFi Kamino market. Combined with newly added USDC incentives @kam"  
[X Link](https://x.com/y2kappa/status/2021003062123323823)  2026-02-09T23:27Z 12K followers, [--] engagements


"RT @simonsays452: Thrilled to see another killer team in @Rockaway_X taking the time and doing the deep diligence on RWAs like PRIME from"  
[X Link](https://x.com/y2kappa/status/2021357657374982544)  2026-02-10T22:56Z 12K followers, [--] engagements


"Two of them are credit rating companies and I also tend to believe that credit underwriting will still resist being automated - because it's still an extremely deep domain non deterministic extremely slow feedback loop and characterised a lot by asymmetric information which also brings me to the point that to resist being automated / disrupted more and more companies will have to keep all of their data / insights / intelligence as secret as possible the following is generated using an ensemble model ie prompting chatgpt gemini claude using their most advanced models and deep research about 10"  
[X Link](https://x.com/anyuser/status/2021707529974063314)  2026-02-11T22:06Z 12K followers, [----] engagements


"RT @gumsays: THIS IS HUGE More people should be talking about this @kamino is bringing INSTITUTIONAL collateral management to @solana"  
[X Link](https://x.com/y2kappa/status/2022353935751921994)  2026-02-13T16:55Z 12K followers, [--] engagements


"DFlow keeps leading - effectively saving users 10bps with consistently tight execution People dont realise how much good comes out of having DFlow on Solana Product is great and the non toxic marketing is just the cherry on top. Part 2: Binance vs. SOL DEXs 🏆 winner: SOL DEXs (and @DFlowProtocol again) you can literally save $100s by trading on-chain if you factor in Binances 10bps fee on-chain swaps deliver better realized prices in 99.8% of cases for SOLUSDC trades DFlow keeps leading - https://t.co/YTFFFS62E4 Part 2: Binance vs. SOL DEXs 🏆 winner: SOL DEXs (and @DFlowProtocol again) you"  
[X Link](https://x.com/y2kappa/status/1980481475276599570)  2025-10-21T03:49Z 12K followers, 23.2K engagements


"Kamino has [--] bias [--] fees we call all routers at the same time and display simulated results without any alteration. Our users care so much about the yield they earn via lending and I dont want them to lose it in hidden fees slippage or just simply bad routing. Since everyone and their mother has an opinion about routing nowadays let it be known that before we launched Kamino Swap nobody was even talking about quote vs simulation vs execution price. Time to drop more signal to noise. The industry needs some clarification of terminology. There are two types of meta-aggregators: [--]. Unbiased"  
[X Link](https://x.com/y2kappa/status/1982463890819580337)  2025-10-26T15:06Z 11.1K followers, 18.5K engagements


"Thanks everyone for the weekend drama. Now lets look at the data. The only thing that I care about is where I get the best rate not the label of the subrouter that gives it on a random frontend. What threads did actual analysis and compares realised execution price This one calls Titan the winner and did it with good size. Theres been a lot of talk about @Titan_Exchange vs @JupiterExchange on Solana so I ran my own test. [--] swaps ($260k notional) across default UIs with @solflare auto-approve. I measured executions (wallet balance deltas) not quotes. Sizes: 500/2k/10k USDC and equivalent SOL"  
[X Link](https://x.com/y2kappa/status/1982468105713442846)  2025-10-26T15:23Z 12K followers, 19.4K engagements


"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 didnt 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 were here now. From Kaminos pov couldnt be more bullish on what our team has managed to do gone through and whats coming next"  
[X Link](https://x.com/y2kappa/status/1985695446170316922)  2025-11-04T13:07Z 11.5K followers, 38.3K engagements


"$10k referral bonus reach out 👇 We are assembling a killer team at @kamino and looking to fill three critical roles: - Senior/Staff UX/UI Designer - Design Engineer - Graphic & Motion Designer If you want to help build the future of consumer finance reach out. P.S. $10K referral bonus per role We are assembling a killer team at @kamino and looking to fill three critical roles: - Senior/Staff UX/UI Designer - Design Engineer - Graphic & Motion Designer If you want to help build the future of consumer finance reach out. P.S. $10K referral bonus per role"  
[X Link](https://x.com/y2kappa/status/1986022009827176579)  2025-11-05T10:45Z 11.5K followers, [----] engagements


"An on-chain vault is NOT equivalent to a traditional fund just like an on-chain borrow lend is NOT equivalent to a traditional bank. This is an extremely lossy analogy. There's a slight overlap in that they both pool capital in search of yield but that's where the analogy stops. The accountability disclosures legal recourse consumer protections that make it safe for your inlaws to put their life savings in traditional funds are absolutely lacking on permissionless DeFi atm. That's why comparisons of Morpho with traditional funds or Aave with traditional banks are apples to oranges and"  
[X Link](https://x.com/y2kappa/status/1986055790126362953)  2025-11-05T12:59Z 11.5K followers, 17.7K engagements


"Or [---] lines of code Risk is multi-dimensional. Imagine trying to cater to all those points with one single central entity. Risk is multi-dimensional. Imagine trying to cater to all those points with one single central entity"  
[X Link](https://x.com/y2kappa/status/1986939093717028944)  2025-11-07T23:29Z 11.5K followers, [----] engagements


"Wild. And you can use @DFlowProtocol with no fees and no bias on Kamino. For the first time ever a competing @solana DEX aggregator has Dthroned Jupiter in active wallets over a 24hr period. Competition is bullish for all users congrats to @DFlowProtocol and the team. 🍾 https://t.co/7EmsRG2H2h For the first time ever a competing @solana DEX aggregator has Dthroned Jupiter in active wallets over a 24hr period. Competition is bullish for all users congrats to @DFlowProtocol and the team. 🍾 https://t.co/7EmsRG2H2h"  
[X Link](https://x.com/y2kappa/status/1986950175105876285)  2025-11-08T00:13Z 11.5K followers, 11.4K engagements


"While building v2 we've been asking a lot of the questions that are now top of mind in DeFi: * How much curation is too much / too little * How do you prevent PvP between curators * How do you protect users * How do you manage protocol reputation if curator fucks up We chose an opinionated set of tradeoffs that were decided based on a few things we think are fundamental: [--]. There are some strategies that are just obvious (SOL loops vanilla BTC SOL borrows) and curators should not collect fees from those (prevents PvP on things like LTV). [--]. Underwriting is asset specific. Some people"  
[X Link](https://x.com/y2kappa/status/1987295125135856055)  2025-11-08T23:04Z 11.5K followers, 16.4K engagements


"Over $100m PYUSD ready to be borrowed 2% APY with an extremely flat curve on Kamino main pool"  
[X Link](https://x.com/y2kappa/status/1987856389138428190)  2025-11-10T12:14Z 11.5K followers, 27.5K engagements


"Hiring (with $10k referral bonus) * UX/UI designer * product designer * in-app motion designer We love good aesthetics. Full remote high pay fun team super low employee turnover. DM me with a website/app you built and your portfolio. Bonus points if you can do some design engineering as well. $10k referral if we hire and person stays with us for [--] months"  
[X Link](https://x.com/y2kappa/status/1987856670853066980)  2025-11-10T12:15Z 11.5K followers, 57.5K engagements


"Kamino October risk report (incl 10/10) 👇 🧵 Kamino Lend October [----] Monthly Report In the heart of crypto's stormiest month @Kamino's markets held firm through [----] liquidations and $25.5M in collateral seized Amid the chaos stablecoin supply kept climbing. Lets break it down 👇 https://t.co/d24YEMNj82 🧵 Kamino Lend October [----] Monthly Report In the heart of crypto's stormiest month @Kamino's markets held firm through [----] liquidations and $25.5M in collateral seized Amid the chaos stablecoin supply kept climbing. Lets break it down 👇 https://t.co/d24YEMNj82"  
[X Link](https://x.com/y2kappa/status/1988005420984832384)  2025-11-10T22:06Z 11.5K followers, [----] engagements


"gmino $100m PYUSD available to borrow at 2% thank you"  
[X Link](https://x.com/y2kappa/status/1988168364720529718)  2025-11-11T08:54Z 11.9K followers, [----] engagements


"Somehow everyone now prioritises safety over high yields"  
[X Link](https://x.com/y2kappa/status/1988374492692054137)  2025-11-11T22:33Z 11.5K followers, 11K engagements


"This is the way. fn main() let core = ExponentCore::open(); core.verify_build();  Exponent Core's source code is now open to anyone A new chapter for Exponent and interest rate markets on @Solana https://t.co/uHg1VL6zl4 fn main() let core = ExponentCore::open(); core.verify_build();  Exponent Core's source code is now open to anyone A new chapter for Exponent and interest rate markets on @Solana https://t.co/uHg1VL6zl4"  
[X Link](https://x.com/y2kappa/status/1988626548136583270)  2025-11-12T15:14Z 11.5K followers, [----] engagements


"Personally I stopped using anything else I only use Kamino Swap I always get the best price. Haven't had time to run a proper benchmark yet but will make time at some point. Kamino users deserve the best swaps that's why Active simulation: - calls every route at the same time - displays results without alteration - executes on the best route at the exact time of transaction and of course with Zero fees and Zero bias. https://t.co/736yEkli7d Kamino users deserve the best swaps that's why Active simulation: - calls every route at the same time - displays results without alteration - executes on"  
[X Link](https://x.com/y2kappa/status/1988725861059830196)  2025-11-12T21:49Z 11.5K followers, [----] engagements


"@Overdose_BTC execution over multiple tries noise should cancel out and if there is any meaningful diff you should spot it over a lot of swaps"  
[X Link](https://x.com/y2kappa/status/1988740529841156390)  2025-11-12T22:47Z 11.5K followers, [--] engagements


"Ethereum lending - intense debate on curation risk isolation contagion junior and senior capital oracle choice Solana lending - we dont know what any of that means but we will use these words to do marketing of our black box pawn shop Albert is great"  
[X Link](https://x.com/y2kappa/status/1989150346351202546)  2025-11-14T01:56Z 12K followers, [----] engagements


"Honestly too much doomer and PvP stuff on the timeline recently (understandably I guess). Coins down bad but we forget to appreciate the good stuff. Probably because were all crypto native and have the crypto rails as baseline and dont realise how easy it is compared to TradFi. Our one job now is to make these protocols as robust as possible such that the system rests on rock solid fundamentals as close as possible to public goods and global infrastructure. Longer track record will help make our case and maximise adoption chance. I couldnt be more excited about whats coming and 100% want to"  
[X Link](https://x.com/y2kappa/status/1989274700631965916)  2025-11-14T10:10Z 11.5K followers, 11.3K engagements


"Extremely often you get sub [--] bps or even better prices on chain than on Binance. Visualise the gain on Kamino Swap 👀 Props to propAMMs for keeping swaps tight and aggregators building optimised routes. 👇 Kamino Swap just added realtime CEX price comparison - every quote now sits sidebyside with the equivalent swap on major CEXs No hidden costs no surprises pretrade price warnings and a clear metric to choose the best venue. https://t.co/oPmHnqcve5 Kamino Swap just added realtime CEX price comparison - every quote now sits sidebyside with the equivalent swap on major CEXs No hidden costs no"  
[X Link](https://x.com/y2kappa/status/1989441473960710499)  2025-11-14T21:13Z 11.5K followers, [----] engagements


"Simply love Solana and our users and want them to get the best experience so they remain on chain. No routing bias no hidden fees as much transparency as possible. Low-risk DeFi cannot happen if hard earned APY is decimated by hidden fees and biased routing. Kamino Swap just added realtime CEX price comparison - every quote now sits sidebyside with the equivalent swap on major CEXs No hidden costs no surprises pretrade price warnings and a clear metric to choose the best venue. https://t.co/oPmHnqcve5 Kamino Swap just added realtime CEX price comparison - every quote now sits sidebyside with"  
[X Link](https://x.com/y2kappa/status/1989457432381407701)  2025-11-14T22:16Z 11.5K followers, [----] engagements


"So much intellectually lazy fud about headline APY from people not understanding that we now live in [----] not [----]. Kamino has been the most mature DeFi application from analytics point of view since launch. You dont need to look at face value instantaneous APY you can go back in time see its breakdown download it analyse it. We onboard TradFi with Bloomberg data richness. We elevate DeFi with full transparency because we dont think our users are dumb and they are capable of making informed decisions"  
[X Link](https://x.com/y2kappa/status/1989659861777326529)  2025-11-15T11:40Z 11.5K followers, [----] engagements


"DeFi will win"  
[X Link](https://x.com/y2kappa/status/1989750796888805510)  2025-11-15T17:42Z 11.5K followers, [----] engagements


"Everything will change. Soon As a stablecoin farmer I don't like lending protocols. As a lender: very low yield way too much due diligence to perform: oracle design assets exposure liquidity profiles liquidation mechanism As a looper/borrower: borrowing rates are unpredictable Rates often As a stablecoin farmer I don't like lending protocols. As a lender: very low yield way too much due diligence to perform: oracle design assets exposure liquidity profiles liquidation mechanism As a looper/borrower: borrowing rates are unpredictable Rates often"  
[X Link](https://x.com/y2kappa/status/1989751401405464646)  2025-11-15T17:44Z 11.5K followers, [----] engagements


"More design roles open 👇 $10k cash referral bonus (if hire stays with us for at least [--] months) Reach out to Dawid below Join the Design Team at @kamino We're looking for world class individuals for [--] open roles: Product Design (experience designing consumer fintech applications is a huge plus) Brand Design (to support static asset creation) Design Eng (creative development for existing & Join the Design Team at @kamino We're looking for world class individuals for [--] open roles: Product Design (experience designing consumer fintech applications is a huge plus) Brand Design (to support static"  
[X Link](https://x.com/y2kappa/status/1989817418454311126)  2025-11-15T22:06Z 11.5K followers, [----] engagements


"Under appreciated second-order effect on credit of blockchains fixing the double spend problem. (although most RWAs mirrored on chain with receipt tokens do not have this property yet)"  
[X Link](https://x.com/y2kappa/status/1989971244612292683)  2025-11-16T08:18Z 11.5K followers, [----] engagements


"Investment memo from [----] but could as well be written in [----] when podcast hosts roleplay as risk managers"  
[X Link](https://x.com/y2kappa/status/1990062762815287629)  2025-11-16T14:21Z 11.5K followers, [----] engagements


"Compounding only really works if uninterrupted"  
[X Link](https://x.com/y2kappa/status/1990152757073096956)  2025-11-16T20:19Z 11.5K followers, [----] engagements


"Apart from probability of default where the risk premium actually turns into loss on protocols with risk managed by podcast hosts you should apply hidden trading fees to list of things that stops your yield from compounding. Or you can use Kamino Swap. No hidden fees no route bias best execution price on Solana. Kamino users deserve the best swaps that's why Active simulation: - calls every route at the same time - displays results without alteration - executes on the best route at the exact time of transaction and of course with Zero fees and Zero bias. https://t.co/736yEkli7d Kamino users"  
[X Link](https://x.com/y2kappa/status/1990160622877540550)  2025-11-16T20:50Z 11.5K followers, 10.7K engagements


"Damn Quietly the dominant aggregator on Solana https://t.co/RPOfNS9mPH Quietly the dominant aggregator on Solana https://t.co/RPOfNS9mPH"  
[X Link](https://x.com/y2kappa/status/1990462445622530329)  2025-11-17T16:50Z 11.5K followers, [----] engagements


"Traditional finance (after 100s of years of implosions) - risk cannot be eliminated it can only be transferred to another counterparty. Solana lenders (after [--] minutes live on mainnet) - risk doesn't exist we have conquered risk and invented new mathematics that we will announce at Breakpoint"  
[X Link](https://x.com/y2kappa/status/1990522678252294230)  2025-11-17T20:49Z 11.5K followers, [----] engagements


"The sad reality of oracles is that you only hear about them when things blow up. (ie X protocol or Y curator hardcoded or used AMM prices or deprecated feeds or Binance goes down and takes the whole world down with it). There are very few exciting parts about oracles actually. - unless you like composability or resilience or circuit breakers. If you do check out Kaminos USDC oracle in the UI. Every asset on Kamino is priced through a transparent oracle feed that users can inspect directly in the interface. Kamino has the most comprehensive oracle system in Solana. Each asset follows pricing"  
[X Link](https://x.com/y2kappa/status/1991327268371665066)  2025-11-20T02:06Z 12K followers, [----] engagements


"Common questions on looping - 1/ Why would you lend stables at lower yield (5%) to someone that loops a yield bearing token with higher yield (7%) 2/ Why not just straight up buy the 7% yielding token (after all 7% is bigger than 5%) 3/ Why not loop it yourself 5x and make 15% (at 80% LTV) -- The simplest analogy() that answer these questions is junior v senior capital - essentially in case of loss loopers are liquidated first to try to make lenders whole. Broadly both parties have exposure to the credit risk of the yield token however the loopers (borrowers) are the ones to get liquidated"  
[X Link](https://x.com/y2kappa/status/1991592947574243750)  2025-11-20T19:42Z 12K followers, [----] engagements


"For the vast majority of people transparency is nowadays nothing but a marketing buzzword something that used to mean something at some point. Since its crime season the truth is negotiable the product and the user are secondary considerations. The amount of energy needed to refute bullshit is 10x bigger than needed to produce it and therefore we are inundated with illiterate grifting slop. However the user ends up paying - via losses wrongful liquidations hacks hidden fees undisclosed slippage and by not being compensated for the extra risk. We take the opposite approach. We build from the"  
[X Link](https://x.com/y2kappa/status/1992265142021616097)  2025-11-22T16:13Z 11.5K followers, 19.1K engagements


"My keystrokes arent holding billions of dollars and I dont have the immense pressure of a war room when my code breaks. Rare act of honesty. You have to respect it even if coming from an Aave shill. In Solana land unfortunately podcast hosts role play as risk managers and closed source apologists preach transparency. Really No were not. Solana makes a joke and the marketooor class on riots. My keystrokes arent holding billions of dollars and I dont have the immense pressure of a war room when my code breaks. A marketers job is to propagandize the real builders we work with. If Really No were"  
[X Link](https://x.com/y2kappa/status/1992363489038336162)  2025-11-22T22:44Z 11.6K followers, [----] engagements


"@TheWhiteWhaleV2 weve been debating on how to do this since forever. how should we do it in a way that doesnt butcher the ux doesnt undersell it remains accurate and competitively aware basically how do you fix it without throwing the baby with the bath water"  
[X Link](https://x.com/y2kappa/status/1992590218093109402)  2025-11-23T13:45Z 11.5K followers, [---] engagements


"All assets are cross chain now because bridges and propAMMs have become sufficiently good. Few understand the implications of this. MON the native token of @monad will list and be available to trade on Solana simultaneously or even before major exchanges 🔥 https://t.co/xRHnTVisKI MON the native token of @monad will list and be available to trade on Solana simultaneously or even before major exchanges 🔥 https://t.co/xRHnTVisKI"  
[X Link](https://x.com/y2kappa/status/1992632946344501748)  2025-11-23T16:34Z 11.6K followers, 35.2K engagements


"Why now I was discussing w @TheiaResearch last year at Breakpoint about this and how Solana should technically allow all tokens from all chains. At that time I thought it was going to happen via RFQ and cross chain intents but I was wrong (they are too slow). It took a year for it to happen. Three key things happened since then: 1/ propAMMs became a thing beyond just proof of concept (tight spread on sol usdc and volume dominance) 2/ bridges have hardened: Wormhole LZ Chainlink are extremely well trusted and battle tested 3/ ZEC was the inflection point where the first non sol asset traded"  
[X Link](https://x.com/y2kappa/status/1992752269075337439)  2025-11-24T00:28Z 11.5K followers, 84K engagements


"@cryptofreebies @TheiaResearch its confusing and bad ux"  
[X Link](https://x.com/y2kappa/status/1992756176363151596)  2025-11-24T00:44Z 11.5K followers, [--] engagements


"Weve come so far. Cant believe we are now able to write this thread 👇 1/ Previously when capital rotated between crypto and equities accessing stock and ETF exposure required off-ramping from @solana @xStocksFi now makes that shift instant and onchain with over $120M deployed and usable across DeFi Global finance onchain powered by Kamino 🧵 https://t.co/sbW3mEqqRK 1/ Previously when capital rotated between crypto and equities accessing stock and ETF exposure required off-ramping from @solana @xStocksFi now makes that shift instant and onchain with over $120M deployed and usable across DeFi"  
[X Link](https://x.com/y2kappa/status/1993717589105873181)  2025-11-26T16:24Z 11.5K followers, [----] engagements


"Blockchain as backend (aka - the tragedy of this cycle) (and why people lend below RFR on Aave) The side effect of the current app cycle is that we seem to have forgotten why we are using DeFi in the first place. [----] taught us how toxic black box lending can be so everyone corrected hard towards open source and conservative risk. But thats long gone. [----] app layer maximalists are now advising that the backend doesnt matter the mechanics are irrelevant and that only distribution and user acquisition matter. We pivoted so hard towards the frontend layer that we are mostly now using the"  
[X Link](https://x.com/y2kappa/status/1994532676527608077)  2025-11-28T22:23Z 11.8K followers, [----] engagements


"Probably the best post-mortem I have seen in an extremely long time. TLDR: A tokenised credit fund (Fasanara One) had a 2% 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, 32.7K 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 👇 1/ PRIME is live on Kamino. Undoubtedly one of the most significant RWA integrations on @solana to date. Developed by @Figure and issued by @HastraFi PRIME offers real-estate-secured yield up to 8% APY. This thread is the most comprehensive guide to PRIME you will need 🧵 https://t.co/unaxfpmZVG 1/ PRIME is live on Kamino. Undoubtedly one of the most significant RWA integrations on @solana to date. Developed by @Figure"  
[X Link](https://x.com/y2kappa/status/1996708942433616125)  2025-12-04T22:31Z 11.9K followers, 26.5K engagements


"yuck i feel really dumb today How to be open finance gurus: [--]. Slander competitors blindly while closed source [--]. Run token sale & dont bother to think about bots [--]. Hard rug when you don't like who bought the token [--]. Unilateral black box decision making 24/7 [--]. [--]. Profit immensely How to be open finance gurus: [--]. Slander competitors blindly while closed source [--]. Run token sale & dont bother to think about bots [--]. Hard rug when you don't like who bought the token [--]. Unilateral black box decision making 24/7 [--]. [--]. Profit immensely"  
[X Link](https://x.com/y2kappa/status/1996995231019901382)  2025-12-05T17:29Z 11.9K followers, 36.8K engagements


"@italoacasas we make mistakes we dont lie to our users about the protocol design and the risks big difference"  
[X Link](https://x.com/y2kappa/status/1997064667408048518)  2025-12-05T22:04Z 11.8K followers, [----] 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](https://x.com/y2kappa/status/1997066919891861774)  2025-12-05T22:13Z 11.9K followers, [----] engagements


"sorry but what are you talking about 1/ thats not what isolated means you dont get to redefine widely conventional financial terms 2/ also thats not how you advertised it you basically said that if anything happens to any other assets on the platform it wont leak over into your vault"  
[X Link](https://x.com/y2kappa/status/1997077314090250459)  2025-12-05T22:55Z 11.8K followers, [----] engagements


"For example we can support as asset with a hard 10M borrow cap on USDC so the risk on protocol is limited but if an asset is supported on Kamino that asset can borrow all the available token without any caps thats just simply not true thats not how kamino works - kamino has borrow caps on assets has flags to block borrowing entirely and has full collateral isolation across markets"  
[X Link](https://x.com/y2kappa/status/1997078250523066701)  2025-12-05T22:58Z 11.8K followers, [----] 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](https://x.com/y2kappa/status/1997084322554085689)  2025-12-05T23:23Z 11.8K followers, [----] 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 [----] purpose built for this usecase on the Cosmos SDK. Super happy to have them on Solana now. 1/ In less than [--] hours PRIME Market on Kamino has surpassed $10M in deposits PRIME can be used as collateral on Kamino allowing users to take leveraged exposure to its 8% APY. Additionally up to $75K incentives are live for CASH borrows in collaboration with"  
[X Link](https://x.com/y2kappa/status/1997123644145692925)  2025-12-06T01:59Z 11.9K followers, 10.1K 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 0.001% of them will read the source code that trust should never be violated even if verifiable"  
[X Link](https://x.com/y2kappa/status/1997217411552907324)  2025-12-06T08:11Z 11.9K followers, [----] 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](https://x.com/y2kappa/status/1997333295474802777)  2025-12-06T15:52Z 12K followers, 77.2K engagements


"Video here: https://x.com/SolanaFloor/status/1997333069184008375 🚨BREAKING: @JupiterExchange is facing scrutiny from the Solana community after Fluids co-founder @smykjain acknowledged Jupiter Lend vaults' use of rehypothecation for capital efficiency and are not completely isolated. Kamino co-founder @y2kappa argued this contradicts https://t.co/NrnhtkhVik https://x.com/SolanaFloor/status/1997333069184008375 🚨BREAKING: @JupiterExchange is facing scrutiny from the Solana community after Fluids co-founder @smykjain acknowledged Jupiter Lend vaults' use of rehypothecation for capital"  
[X Link](https://x.com/y2kappa/status/1997333594155483377)  2025-12-06T15:53Z 11.9K followers, [----] engagements


"The design is similar for the main pool just good old fashioned rehypothecation. Its not the same risk implementation matters brings different risks LTV assets onboarded are widely different. Kamino does not have PST and INF on the main pool intentionally. Secondly the difference is being told something is happening to your collateral and something else entirely happening. Depending on what happens to your collateral you may demand a higher / lower yield based on the risk of that strategy or you may even opt out entirely. For example everyone has exposure to INF now. I am not sure people know"  
[X Link](https://x.com/y2kappa/status/1997382788488548671)  2025-12-06T19:09Z 11.8K followers, [----] 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, [----] 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 my personal opinion [--]. the concept of risk is debatable with different approaches. the ethereum ecosystem's track record proves this. [--]. a comms mistake was made and acknowledged. (a lot to learn from this) [--]. deleting the wrong information in the"  
[X Link](https://x.com/y2kappa/status/1997418370837172682)  2025-12-06T21:30Z 11.8K followers, 16.2K engagements


"My energy has been split between building Kamino and talking to our users about Kamino risk smart contracts credit. Been trying really hard to cultivate a culture of risk awareness in Solana. I am committed to continue as long as everyone else participating in this conversation is genuine and not just faking it"  
[X Link](https://x.com/y2kappa/status/1997430003613454681)  2025-12-06T22:16Z 11.8K followers, [---] 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. painting fraud as a comms miss-step is some of the wildest gaslighting Ive seen on this app in a very long time lets be clear: a defi protocol misleading users about what its doing with their assets is not an oopsie we are not building memecoin launchpads here we are"  
[X Link](https://x.com/y2kappa/status/1997678980111958121)  2025-12-07T14:45Z 12K followers, 11.5K engagements


"help us build one I am not attacking anyone I am trying to talk to my followers and users about what I think is happening. I have been talking about risk and security and smart contracts for years day in and day out. those same users have been misled and I want to make sure they have the full picture"  
[X Link](https://x.com/y2kappa/status/1997689626673176828)  2025-12-07T15:28Z 11.8K followers, [----] engagements


"@FabianoSolana @kamino @JupiterExchange 💯 back to regular schedule lots to learn from past few days"  
[X Link](https://x.com/y2kappa/status/1997742726251712952)  2025-12-07T18:59Z 11.8K followers, [---] engagements


"@Denisivanchenko @calilyliu @kamino @jup_lend happy to do that once contracts are OS"  
[X Link](https://x.com/y2kappa/status/1997743579394093105)  2025-12-07T19:02Z 11.8K followers, [--] 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, [---] 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. masterclass from the @nytimes on how to create anti-crypto propaganda. each point in the graphic can be refuted ad nauseam but lets start here: "banks share a portion of proceeds as interest; coin issuers keep all of the proceeds" for most of the last decade banks paid https://t.co/uvE12j39wK masterclass"  
[X Link](https://x.com/y2kappa/status/1997889899928645693)  2025-12-08T04:44Z 12K followers, 12.7K engagements


"@armaniferrante 🫡 implication is that you have 100% insurance on your coins compared to banks which give you up to 75k or 250k"  
[X Link](https://x.com/y2kappa/status/1997891332950376770)  2025-12-08T04:49Z 11.9K followers, [---] engagements


"nobody does offer both really. (maybe euler but unsure) there is no protocol where you can choose if your coll gets rehypothecated or not. that would be a cool (and easy) feature we could build tho. in practice we could spin up a separate sol-usdc market and that would solve it"  
[X Link](https://x.com/y2kappa/status/1997897553610674446)  2025-12-08T05:14Z 11.8K followers, [---] 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) The new Altitude Earn. Three markets. One business account. DeFi via @kamino with risk management by @gauntlet_xyz. Institutional Credit via @plumenetwork. Altitude Rewards via infrastructure by @stablecoin backed by US treasuries managed by BlackRock. https://t.co/Yh6lE595Sl The new Altitude Earn. Three markets. One business account. DeFi via @kamino with risk management by @gauntlet_xyz. Institutional"  
[X Link](https://x.com/y2kappa/status/1998337834973807046)  2025-12-09T10:24Z 11.9K followers, [----] engagements


"PRIME is the most important asset in Solana at the moment and for the foreseeable future 1/ PRIME is emerging as a key RWA on Solana offering 8% APY secured by U.S. home-equity credit. Within Kamino Lend PRIME becomes usable collateral allowing users to scale the yield up to 24% APY in one click through Multiply. Heres how it works https://t.co/RLcUXrh4si 1/ PRIME is emerging as a key RWA on Solana offering 8% APY secured by U.S. home-equity credit. Within Kamino Lend PRIME becomes usable collateral allowing users to scale the yield up to 24% APY in one click through Multiply. Heres how it"  
[X Link](https://x.com/y2kappa/status/1998887958590713917)  2025-12-10T22:50Z 11.9K followers, [----] 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. Wrapped up Breakpoint [----] Probably the most sombre sentiment Ive observed at a crypto conference in a while. Not a dig at the event at all; it was well organized. There is just a general sense of jadedness that pervade my conversations with builders VCs and traders alike. Wrapped up Breakpoint [----] Probably the most sombre sentiment Ive observed at a crypto conference in a while. Not a dig at the event at all; it was well organized. There"  
[X Link](https://x.com/y2kappa/status/2000132121151541364)  2025-12-14T09:13Z 12K followers, [----] 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 [--] 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, 18.9K engagements


"Awesome new job: @SteakhouseFi hiring for risk curation engineer on Kamino (apply below)"  
[X Link](https://x.com/y2kappa/status/2000864378099216616)  2025-12-16T09:43Z 12K followers, [----] engagements


"So much has been announced and Im super keen to talk about all of them in the next few days. For now one thing: the common denominator between all of these products is that it taps into completely new demand that we couldnt touch before. Its new exciting territory. https://t.co/LIwDa5VBFR https://t.co/LIwDa5VBFR"  
[X Link](https://x.com/y2kappa/status/2001001789626441915)  2025-12-16T18:49Z 11.9K followers, 13.4K engagements


"In contrast with the public sentiment and the countless crypto obituaries I couldn't be more bullish 👇 A new Institutional Offering of Products. Missed the keynote from @y2kappa at Breakpoint Here's a lightning recap on how Kamino is changing the game for institutions and tapping into net-new demand. https://t.co/He0OAnuw1R A new Institutional Offering of Products. Missed the keynote from @y2kappa at Breakpoint Here's a lightning recap on how Kamino is changing the game for institutions and tapping into net-new demand. https://t.co/He0OAnuw1R"  
[X Link](https://x.com/y2kappa/status/2002037674039988704)  2025-12-19T15:25Z 12K followers, [----] engagements


"Watershed moment for DeFi Tokenized SEC-registered public equity has arrived on Solana via @SuperstateIncs Opening Bell. @FWDind (NASDAQ: $FWDI) can now be used as collateral on Kamino allowing investors to borrow USDC while maintaining equity exposure. A major shift for onchain capital markets 🧵 https://t.co/ixqicHrdet Tokenized SEC-registered public equity has arrived on Solana via @SuperstateIncs Opening Bell. @FWDind (NASDAQ: $FWDI) can now be used as collateral on Kamino allowing investors to borrow USDC while maintaining equity exposure. A major shift for onchain capital markets 🧵"  
[X Link](https://x.com/y2kappa/status/2002053659249741881)  2025-12-19T16:29Z 12K followers, [----] engagements


"One of the primary advantages of propAMMs is composability. If titan fixes composability for RFQs then RFQs are back in the game. Introducing Titan Composable RFQ Titan Argos quotes can now include RFQ hops in combination with other liquidity sources like AMMs unlocking deeper liquidity and better pricing across all token pairs. @Hashflow is our first RFQ integration partner bringing deep RFQ liquidity https://t.co/fFCHZp8hZ3 Introducing Titan Composable RFQ Titan Argos quotes can now include RFQ hops in combination with other liquidity sources like AMMs unlocking deeper liquidity and better"  
[X Link](https://x.com/y2kappa/status/2002072431499096307)  2025-12-19T17:43Z 12K followers, [----] engagements


"Early Christmas present: CASH vault on Kamino has been beating the DeFi stablecoin yield benchmark since launch. (even without S5 incentives)"  
[X Link](https://x.com/y2kappa/status/2002847990277718055)  2025-12-21T21:05Z 12K followers, [----] engagements


"I didnt buy into the Internet Capital Markets thesis for a long time. Everyones moving on chain; why I am a slow thinker so it took me a while to find a first principles explanation for it think I finally found it. See below 👇 Everyones moving on-chain. Why Because one unified market beats fragmented ones. @y2kappa explains more https://t.co/uzeXz1CfiT Everyones moving on-chain. Why Because one unified market beats fragmented ones. @y2kappa explains more https://t.co/uzeXz1CfiT"  
[X Link](https://x.com/y2kappa/status/2003108773494423560)  2025-12-22T14:22Z 12K followers, 15.8K engagements


"Give yourself [--] minutes for a cozy Christmas reading on one of the most important assets in DeFi at the moment 👇 https://t.co/lmdBzrXtEZ https://t.co/lmdBzrXtEZ"  
[X Link](https://x.com/y2kappa/status/2003406716265017664)  2025-12-23T10:05Z 12K followers, 20.8K engagements


"Just recorded my first podcast in [--] years. Be kind Talked all things Kamino [----] New episode with @y2kappa out now We discuss: - @kamino in [----] - The DeFi flywheel - New product launches - Prop AMMs token value accrual & more Timestamps: 00:00 Introduction 03:46 Becoming Solanas Largest Borrow/Lend Protocol 09:07 Assets on Kamino 14:24 Peaq Ad 14:50 https://t.co/jjS2B7QKlr New episode with @y2kappa out now We discuss: - @kamino in [----] - The DeFi flywheel - New product launches - Prop AMMs token value accrual & more Timestamps: 00:00 Introduction 03:46 Becoming Solanas Largest Borrow/Lend"  
[X Link](https://x.com/y2kappa/status/2003480410148532511)  2025-12-23T14:58Z 12K followers, [----] engagements


"The wars of Britain against France of the eighteenth and early nineteenth centuries were indeed as George III said in some measure wars of credit. So obvious did it seem to Kant that public debts had become the basis for war finance that Article [--] of his Thoughts on Perpetual Peace envisaged a ban on debts contracted in connection with the foreign affairs of the state"  
[X Link](https://x.com/y2kappa/status/2005304153845698809)  2025-12-28T15:45Z 12K followers, [----] engagements


"Kamino users earned over $10m passively since launch while risk managers actively allocated between markets based on risk mandate. On the flip side lenders have never incurred bad debt on any vault. Kamino Lending Vaults have now generated over $10M for users. Across 15+ vaults [--] assets and [--] vault managers Kamino delivers secure open source and verified lending yields on Solana expanding DeFi access to transparent professionally managed strategies at scale. https://t.co/8JKR7Y8ti8 Kamino Lending Vaults have now generated over $10M for users. Across 15+ vaults [--] assets and [--] vault managers"  
[X Link](https://x.com/y2kappa/status/2009643111396634840)  2026-01-09T15:07Z 12K followers, [----] engagements


"$300M in the PRIME market. A gigantic milestone and worth pausing to understand what is happening across the many layers of this token. First - at surface level both loopers and lenders want exposure to PRIME's 8% yield. Loopers lever up and earn 8% plus multiplied spread but take first loss if anything goes wrong. Lenders earn slightly less but are more senior protected by loopers getting liquidated first. The difference between the two of them is akin to junior and senior tranches. Depending on their perception of the PRIME quality they choose junior or senior exposure (great illustration"  
[X Link](https://x.com/y2kappa/status/2010848327621877782)  2026-01-12T22:56Z 12K followers, 20.9K engagements


"@utkarsh_k1c [--]. via the oracle the price of PRIME will decline as its backing will go down [--]. there is secondary market liquidity on Raydium"  
[X Link](https://x.com/y2kappa/status/2011038985674768449)  2026-01-13T11:33Z 12K followers, [---] engagements


"Been thinking about [----] and what we shipped and I realised that nothing that we're currently working on were even glimpses of ideas at the beginning of the year. Honestly shocking tbh. Which means that whatever plans we have for [----] will likely be scraped in a few months. Which means that what that matters more than plans and roadmaps is keeping the eye on the prize staying fit to execute and keeping mind open and ears to the ground. Despite the mental illness this is an exciting young industry and I love seeing it evolve"  
[X Link](https://x.com/y2kappa/status/1869104500017070553)  2024-12-17T19:36Z 12K followers, [----] engagements


"We really do have all the puzzle pieces never a better time to be building in crypto New landing @fusewallet. @nickpylll @SarkoNastya cooked. https://t.co/ZrdIdT1H9i https://t.co/alE0rQP7Ir New landing @fusewallet. @nickpylll @SarkoNastya cooked. https://t.co/ZrdIdT1H9i https://t.co/alE0rQP7Ir"  
[X Link](https://x.com/y2kappa/status/1903432832384372787)  2025-03-22T13:05Z 11.9K followers, [----] engagements


"There is simply nothing more satisfying than knowing you can get same or better price on Solana than on exchanges. Tolys vision $MON is tradeable natively on @Solana via Kamino Swap. Now with CEX price comparison you can swap confidently knowing you're getting the best price available - with zero fees and zero bias. DeFi will win. https://t.co/pNHMg0mxMN $MON is tradeable natively on @Solana via Kamino Swap. Now with CEX price comparison you can swap confidently knowing you're getting the best price available - with zero fees and zero bias. DeFi will win. https://t.co/pNHMg0mxMN"  
[X Link](https://x.com/y2kappa/status/1993397683562987576)  2025-11-25T19:13Z 11.9K followers, 19.6K engagements


"Solana still 100x better than the next thing"  
[X Link](https://x.com/y2kappa/status/1891780784773644662)  2025-02-18T09:24Z 12K followers, 118.6K engagements


"Stack more JitoSOL Historically Multiply was always better than naked JitoSOL only February had a slightly negative return but seems like March is shaping up to be back to positive. Borrow APY on SOL came down significantly after a spike in February"  
[X Link](https://x.com/y2kappa/status/1900227565161242941)  2025-03-13T16:48Z 12K followers, [----] engagements


"Tokenized stocks now display associated market hours so you can time your buys / sells for when there's more liquidity and tighter spreads provided by RFQ providers. Love this feature xStocks RFQ trading is now live on Kamino Swap via @pythnetwork Express Relay with: - Zero slippage - Zero MEV - Zero platform fees Launching alongside new transparency tools - market status indicators and CEX price comparisons https://t.co/hB58PIjtWs xStocks RFQ trading is now live on Kamino Swap via @pythnetwork Express Relay with: - Zero slippage - Zero MEV - Zero platform fees Launching alongside new"  
[X Link](https://x.com/y2kappa/status/1990461906797355502)  2025-11-17T16:47Z 12K followers, 43K engagements


"Together with FBTC release we also released an oracle composition section. This comes after almost a year long oracle infra upgrade process. In this particular case FBTC price is priced as: Exchange Rate x MostRecentOf BTC/USD. (a multiplication chain of two items) 1) FBTC exchange rate (typically at 1) is how much BTCs per FBTC capped at [--] but with circuit breaker below [----]. - Capping the exchange rate at [--] allows for protection against various infinite mint attacks - Circuit breaker at [----] ensures the oracle stops updating and forces the market in reduce only mode (can repay and deposit"  
[X Link](https://x.com/y2kappa/status/2013718886324052253)  2026-01-20T21:02Z 12K followers, [----] engagements


"This is what will swing the election Manlets that can finally 10x the Jito yield Kamino 🤝 Jito 1/ Introducing the Jito Market Built to scale JitoSOL on Kamino Lend the Jito Market will also power Kamino's first-ever 10x Multiply Vaultalready live in the app To fuel the launch SOL depositors will receive [----] JTO incentives in the new market. Every. Single. Week. https://t.co/wcGDsd0m7F 1/ Introducing the Jito Market Built to scale JitoSOL on Kamino Lend the Jito Market will also power Kamino's first-ever 10x Multiply Vaultalready live in the app To fuel the launch SOL depositors will receive"  
[X Link](https://x.com/y2kappa/status/1853500896761807184)  2024-11-04T18:13Z 12K followers, [----] engagements


"RT @cheryldchan: Were teaming up to power @Bybit_Official On-Chain Earn for bitcoin. On Bybit CEX users click stake on their bitcoin whe"  
[X Link](https://x.com/y2kappa/status/2013654261020672151)  2026-01-20T16:46Z 12K followers, [--] engagements

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