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