Bartega | Kamino
@xBartega
@Kamino
|| Solana Bull Poster || DeFi Enjoyor ||
The mines saved me from the trenches
2.1K Following 2.3K Followers
where to loop rwas on kamino right now
~16-36% APY, with the yield coming from crypto treasury dividends (@apyx_fi), payment financing (@humafinance) and loans to institutions (@maplefinance)
$8.35M of liquidity to loop between them, one click on kamino multiply
Show more
the only thing stopping fixed rates growing even faster is capacity
every increase was filled within hours of launch
kamino's fixed rate ux with auto-rollovers enabled turned maturity dates from a churn event into a hands-off experience where 90% of user rolled into a new term
that's why kamino is the fastest growing fixed rates platform onchain
Show more
the brazilian real fell as much as 10% against the dollar on monday after the election runoff
however @blackopal_fi's nOPAL’s price on kamino kept rising through it
the brazillian receivables behind nOPAL are hedged to dollars, so the real’s fall never reached holders
nOPAL currently sits at ~26% APY fully looped in the @plumenetwork market on kamino
Show more
another 4M+ users just got direct access to kamino yield inside the app they already use, with @solflare launching earn today
isolated markets, dedicated vault curators, 20 audits and 4 years with 0 bad debt are why the biggest platforms keep choosing to build on kamino
Show more
trade finance 2025:
institutional investors only, $500K minimum
trade finance today:
usdc and one deposit on kamino
1,000 holders since august, none of them had to leave @solana
kamino continues to democratise access to real world yield, brought onchain
Show more
$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
Show more
looping on kamino was already the cheapest way to long gold
now you get paid to do it
At current rates, a year of 4x gold exposure on $10K in the PAXG market curated by @SteakhouseFi:
hyperliquid - pay ~$800
kamino - get paid ~$1,740
TLDR: get paid to long gold on kamino
Show more
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
Show more
kamino has 12 rwa loops currently earning more than 15% APY, and 3 at 20%+
that's yield purely from real economic activity - GPU operators, homeowners, car buyers, & insurers
$1.3b+ across kamino's isolated markets, and two at a fixed rate
kamino is the home of RWAs on @solana
Show more
kamino is by far the largest tokenised stocks venue by TVL
why?
because kamino is the only platform on solana where stocks sit in their own isolated markets with their own LTVs, caps and oracles
that means equity exposure never gets socialised across the rest of the users
Show more
kamino continues to build the rails that will open up genuine real world yields to anyone onchain
the democratization of yield is inevitable
