Cake(@cakemeta):Nick Ducoff thinks Solana borrow lend is the most overlooked part of the ecosystem as Kamino grows and Orca buys into permissioned pools "With respect to things that are overlooked in the Solana ecosystem, I think it's our borrow lend ecosystem, honestly. Morpho is making a lot of noise in the EVM." "You've got Kamino, Michael Weitz, who just deeply understands credit markets and is based in New York, I think going to be transformative for the Kamino business." "Was recently acquired by Orca, one of the large AMMs on Solana, and really focused on permissioned pools, which is a key part of the innovation exemption. So don't sleep on the borrow lend market on Solana."

2026.10.11 00:37

Nick Ducoff thinks Solana borrow lend is the most overlooked part of the ecosystem as Kamino grows and Orca buys into permissioned pools "With respect to things that are overlooked in the Solana ecosystem, I think it's our borrow lend ecosystem, honestly. Morpho is making a lot of noise in the EVM." "You've got Kamino, Michael Weitz, who just deeply understands credit markets and is based in New York, I think going to be transformative for the Kamino business." "Was recently acquired by Orca, one of the large AMMs on Solana, and really focused on permissioned pools, which is a key part of the innovation exemption. So don't sleep on the borrow lend market on Solana."