Gmino @SteakhouseFi been cooking on their USDC vault

Solana Capital Markets

In case you missed it, Kamino’s forum contains monthly risk updates going back to January 2025. Apart from the extremely insightful takes on the market, @AllezLabs has a second independent implementation of Kamino’s risk dashboard, allowing us to cross check the risk parameters and exposure, such as VaR, liquidation levels, etc.

Kamino users love SPYx

How hard is your risk manager working for you? Now you can see in the Reallocation component of your favourite Earn vault. Do not let them get lazy!

why is xStocks interesting? 1/ not everyone has access to US stocks 2/ composability, where kamino comes in. cos even when u do have access to US stocks, u might not have access to private banking

Borrowing: enabled. Live on @KaminoFinance, xStocks can be used as collateral against USDC and USDG, allowing users to borrow against tokenized bluechip names and earn on their stables. It's an xStocks Market, you're just living in it.

I have a bag of Bitcoin, but I want to jump into altcoin season, so here’s my play: > Lent $zBTC on @KaminoFinance (earning 9% APY) > Borrowed FDUSD against it, paying zero interest for it Then invested it into xSOL on @hylo_so (Leveraged SOL token providing amplified exposure to SOL price). So I’m earning on Bitcoin and catching the Solana pump at the same time. That’s why you use Kamino to make your assets work twice.

The Lifinity community has voted to deploy over $5M USDC in Kamino's Main Market 🔥 The KMNO earned from Sandglass LP positions has also been staked 👀 Wen season 4?

There was a time when the hottest thing you could do in Solana was to borrow against illiquid jpegs. Now you can do tokenized stocks, borrow under and overcollateralized, run leveraged carry trades, earn treasury rate yield, access private credit, disrupt billion dollar payment industries, while continuing to PvP in the trenches. Really, the most bullish and counterintuitive take, at least for us natives, is that blockchains are decoupling from the main historical usecase of trenchy speculative altszn bubbles. After the xStocks and Robinhood announcements, the vast majority of hot takes were not whether we should do tokenized stocks at all, but on how. And all of that is happening as Bitcoin is at all time high and Solana is shipping upgrades faster than Amazon Prime in half of Europe. Higher.