Excited to share that I’ve joined Kamino as CEO. There's a generational moment happening across financial services and capital markets - infrastructure is shifting on-chain, ushering in a new era of access, distribution and liquidity for every kind of asset. Kamino is positioned to be a core player in that future, and I'm honored to lead our next chapter. Tokenization worked. But what’s missing is what comes after you put an asset on-chain. That requires liquidity, credit, distribution and infrastructure. Kamino has spent four years building that foundation. Thanks to everyone who has been part of this journey @kamino, @y2kappa, @solanaguvnor, @KyleSamani, @solana, @calilyliu, @mcagney, and so many others who’ve had a hand in my joining Kamino. Below is my thesis on the future of finance.