Dup
@Dupxyz
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Incredible conversation between @WeiszM and @JasonYanowitz on Empire.
Highly recommend giving this a listen. The opportunity ahead for onchain credit markets is massive, and Kamino is positioned to play a major role in bringing global credit markets onchain.
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NEW POD
We cover:
– Why @kamino wants to be invisible
– Tokenization is useless w/o credit
– Why Goldman won't lend on private assets
– Why venture can't be collateral (yet)
– Why the CEO's upside is all solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS
@WeiszM @JasonYanowitz
TIMESTAMPS:
00:00 Intro
00:54 Why Leave Fintech For Crypto?
05:43 Why Join Kamino?
10:01 Kamino’s Vision For Onchain Finance
14:06 Who Owns The Customer Relationship?
17:13 Bringing Institutions Onchain: Four Pillars
23:34 Why Private Assets Need Onchain Credit
27:23 Which Assets Make Good Collateral?
33:27 Can DeFi Attract Top Asset Managers?
39:18 Running Kamino Like A Public Company
43:28 How Do Collateral And Liquidations Work?
46:45 Why Choose Tokens Over Equity?
50:05 Building Kamino’s Team
52:49 Final Thoughts
Show more
NEW POD
We cover:
– Why @kamino wants to be invisible
– Tokenization is useless w/o credit
– Why Goldman won't lend on private assets
– Why venture can't be collateral (yet)
– Why the CEO's upside is all solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS
@WeiszM @JasonYanowitz
TIMESTAMPS:
00:00 Intro
00:54 Why Leave Fintech For Crypto?
05:43 Why Join Kamino?
10:01 Kamino’s Vision For Onchain Finance
14:06 Who Owns The Customer Relationship?
17:13 Bringing Institutions Onchain: Four Pillars
23:34 Why Private Assets Need Onchain Credit
27:23 Which Assets Make Good Collateral?
33:27 Can DeFi Attract Top Asset Managers?
39:18 Running Kamino Like A Public Company
43:28 How Do Collateral And Liquidations Work?
46:45 Why Choose Tokens Over Equity?
50:05 Building Kamino’s Team
52:49 Final Thoughts
Show more
Kamino CEO @WeiszM joined @JasonYanowitz on the Empire podcast to discuss the future of tokenization, institutional adoption, and Kamino's role in bringing global credit markets onchain.
Watch the full episode ↓
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~465K in vault interest generated in ~2 months
Kamino Institutional Commodity Yield brings the global commodity trade finance market onchain, connecting capital on Solana to short-term commodity financing
Here’s how the vault works and how it has averaged 7.6% APY over the past two months ↓
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$2.5 trillion of trade finance demand goes unmet every year
~10% of global trade, according to the asian development bank
that's the sector kamino's institutional commodity yield lends into
the vault has rapidly grown to over $50M, or around 0.0021% of unmet annual demand
room for growth? i think so
here's how it works
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You literally could retire with $1M
- deposit $1M into Kamino
- earn passive $6k-$7k per month
- move to Thailand or Bali
- spend max $4k per month
- live peacefully like a king
- offramp through neobanks
- live off the yield tax free
what's stopping you?
if you don't know where to start, check @kamino institutional vault below 🧠
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Kamino Institutional Commodity Yield brings the global commodity trade finance market onchain, connecting capital on Solana to short-term commodity financing
Here’s how the vault works and how it has averaged 7.6% APY over the past two months ↓
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this user deposited $2M USDC in @kamino's Institutional Commodity Yield Vault.
he's earning $400 a day. ($12k/month)
but where is that yield coming from?
explained in this 2-min video ⤵️
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One of the most interesting yield products on Solana.
Already over $50M in deposits, and still feels very early relative to the global commodity trade finance market.
Real borrower demand, short-term financing, and returns generally uncorrelated with crypto market conditions.
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Kamino Institutional Commodity Yield brings the global commodity trade finance market onchain, connecting capital on Solana to short-term commodity financing
Here’s how the vault works and how it has averaged 7.6% APY over the past two months ↓
Show more
“Bundles out chads in”
1/ Meet @0xEthan
He runs an extraction scheme on pumpfun
buy → callout → sell from side wallets
49 tokens. $125k in profits.
The AUTO Market has crossed $100M in total market size on Kamino.
AUTO brings near-prime U.S. auto credit onchain, backed by consumer auto loans originated by Agora Data, structured through Figure Forge, and minted by @HastraFi.
Fixed Rate Multiply has been a key driver of AUTO Market growth, pairing consumer credit with a defined cost of capital.
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Just won the world trading championships in Singapore 🥇
Our Head of Strategy @cheryldchan will be at @token2049 Singapore to discuss what it takes to move global finance onchain and the infrastructure institutions will build on.
October 7, 2:00–2:30 PM SGT on the MEXC Stage.
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$23M in new deposit capacity is available in Kamino’s Institutional Commodity Yield Vault.
Institutional Commodity Yield brings global commodity trade finance onchain through fully collateralized, short-term loans, averaging 7.6% APY over the past two months from interest paid by institutional borrowers.
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When you ask if ETH will ever go to $10,000
Tom Lee:
$77.5M worth of tokenized stocks has been deposited into Uniswap v3 & v4, followed by Kamino Lend at $51.9M
Overall, ~7% of the $3.7B tokenized stock market is deposited into DeFi
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In just two weeks, Fixed Rate Multiply has helped drive more than $40M of new AUTO supply into the market.
Fixed rates make it easier to enter leverage with a known cost of capital, while Auto Rollover keeps the position moving across terms without having to rebuild it at every expiry.
A strong early signal for the demand for fixed-rate credit onchain.
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the AUTO market on kamino has grown 6x since fixed rates went live, $18.7M to $112M in under two weeks
81% of the borrowing in the market is now fixed rate, and AUTO has become the 3rd largest RWA market on Kamino
- fixed rate multiply builds the whole loop in one transaction
- AUTO mints and redeems with zero slippage via @kamino_swap on the way in and out
- auto-rollover allows users to enter a new term at the same rate or better where liquidity allows
turns out a thoughtfully designed ux was what was needed to scale fixed rate credit on solana
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Fixed-rate credit only becomes truly useful onchain when borrowers can manage duration without constantly rebuilding positions.
Fixed-rate borrowing, automatic rollover, and one-click Multiply are only possible together on Kamino.
The most complete fixed-rate credit market, built on Kamino.
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