marky
@trader_marky
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Following
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Doing DeFi at @kaminofinance #solana, ex TradFi @CreditSuisse @SwissRe 🇨🇭🏴
Crypto Valley 🇨🇭
Joined November 2015
Kamino 🤝 PENGU
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I was talking about OnRe being a 9 or 10 figure asset back in May when it had just launched and had like $10m AUM The road to +$1bn continues at a solid pace
Another AUM ATH. OnRe crosses $60M AUM with 40% growth in just the last two weeks. Momentum is compounding around @solana's most utilized yield asset. Slowly, then all at once.
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tokenized stocks has been a theme this year, and now we have company stock issued natively on Solana that can be collateralized on Kamino! it just gets better
Tokenized SEC-registered public equity has arrived on Solana via @SuperstateInc’s 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 🧵
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top job
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DeFi Desert with @Figure @chainlink @kamino ….. top day talking about RWAs on Solana with close to $50m minted in just a week, PRIME looks set to soon be a leading token on Solana! 8% yield backed by HELOCs
RWA isn’t a narrative; it’s becoming the backbone of onchain finance. DeFi Desert made that clear. Here are the highlights from a packed day of builders, experts, and DeFi ↓
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bullish
Introducing the new Kamino A refreshed brand. Six new products. A platform built for the next generation of assets and institutions moving onchain. Welcome to the next chapter 🧵
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🚨BREAKING: SOLANA’S STABLECOIN MARKET CAP HAS MORE THAN 3×’d— SURGING FROM ~$5B IN JAN 2025 TO ~$16B IN DEC 2025!!!🚨
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I nearly just got robbed in a broad daylight in Manhattan I was ordering a coffee in a Starbucks on Fifth Avenue Menu at the counter said $4.90 I handed the barista a $5 bill She said "umm sir that'll be $5.91" I raised my eyebrow Did that blue-haired, weirdly looking obese
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for any company who uses crypto & fiat, Altitude is a God send Now any idle stables can be deployed into Kamino to earn Lending yield @SquadsProtocol shipping 🫡
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.
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RWAs are coming onchain at scale! On Dec 12, we open DeFi Desert with RWA Revolution Breaking Down Barriers featuring: • @ben_ungvari from @Raydium • @KarwanLiam05 from @chainlink • @trader_marky from @kamino • @AdamBilko from @Rockaway_X Secure your spot:
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Lots of people misunderstanding the Jupiter-Kamino fights and portraying in incorrect ways. I'll explain the crux of both issues. 1. The false advertising of Jupiter. When you go to a bank, you give your stocks or land documents as collateral and borrow against it. Nobody can
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same for me at Breakpoint ‘21 just rocking up alone & Solana-curious, no job in crypto ended up meeting people who I now work closely with (eg. @DeusNero ) & then someone who intro’d me to @y2kappa if you’re thinking similar, just go for it
I went to Breakpoint in 2021. Solana-curious but no job and literally didn’t know anyone. Just showed up and tried talking to people. Felt awkward but whatever Crypto access is unmatched. If you want to get involved in Solana, go to BP and talk to people. Changed my life
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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
can we just acknowledge that @jup_lend @kashdhanda has been blatantly LYING this entire time about having isolated vaults?? this is absolutely ridiculous and misleading. "isolated vaults" should mean that if i deposit my asset nobody is going to touch it. if it gets
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🚨BREAKING: @JupiterExchange is facing scrutiny from the Solana community after Fluid’s 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
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a flurry of deleted tweets this morning from the ‘open finance’ maxis 🙈 I assume the podcast host was just saying what he was told, but Fluid gigabrains seem to be confused over how their protocol risk mgmt works, or fine with false messaging until called out
wait… so jupiter lend vaults were never actually isolated? fluid co-founder just acknowledged there's indeed cross-contagion across most assets, after months of claiming the opposite not sure what’s worse: not understanding your own protocol, or misleading users all this time
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Lmao.. this is most definitely not a good look. Advertising risk as isolated when it is obviously clearly not (evident for me because I never read marketing material, but marketing material is what most users actually see), and with assets like PST in the mix.. definitely does
can we just acknowledge that @jup_lend @kashdhanda has been blatantly LYING this entire time about having isolated vaults?? this is absolutely ridiculous and misleading. "isolated vaults" should mean that if i deposit my asset nobody is going to touch it. if it gets
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