Kamino
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X @Solana
Solana· 2025-11-04 18:05
Solana Ecosystem Overview - Forward Industries highlights teams building the future of finance on Solana [1] - The ecosystem includes DeFi & DEXs, Infrastructure, Wallets, Data & Oracles, and Consumer & Apps categories [1] DeFi & DEXs Projects - Key DeFi and DEX projects on Solana include DriftProtocol, Kamino, JupiterExchange, Sanctumso, Raydium, MeteoraAG, and AdrenaProtocol [1] Infrastructure Projects - Infrastructure projects on Solana include jito_sol, jump_firedancer, doublezero, and heliuslabs [1] Wallets - Wallet options on Solana include Phantom, Backpack, Solflare, Privy_io, and RobinhoodApp [1] Data & Oracles - Data and oracle providers on Solana include PythNetwork, Chainlink, Grass, and Switchboardxyz [1] Consumer & Apps - Consumer applications on Solana include Kalshi, Pumpfun, AxiomExchange, and tradewithPhoton [1] Other - bonk_inu is also mentioned [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-10-30 14:20
Two years ago I was farming 60+ protocols across 10 chains.Some paid off like Etherfi and Kamino, while others flopped such as Stacks, Sei, Blast, and Injective.The era of spreading capital thin and hoping for big airdrops is (clearly) over.That makes life harder for smaller and less funded ecosystems.Before, they could launch points campaigns and attract liquidity and attention.Now they need real budgets for InfoFi platforms, KOLs campaigns on X, Echo/Legion/Kaito sales, and backdoor deals with 'vault mana ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-17 10:08
Solana Network & Staking - Solana's lack of slashing is noted, contributing to its Beta status [1] - The failure to cut SOL inflation benefits LSTs, yielding close to a risk-free 7% APY [1] - Looping on Juplend offers a 22% APY at 12.43x leverage, presenting smart contract risk [1] Market Dynamics & Investment Strategy - Holding naked SOL is likened to holding USD/EUR in banks without T-bill yields, implying a cost [2] - High staking yields may distort Technical Analysis (TA) due to long-term stakers earning more than indicated by the naked SOL chart [2] - The design of looped SOL is appreciated for its benefits to holders [2]
X @Ignas | DeFi
Ignas | DeFi· 2025-08-31 14:58
Market Position & Strategy - Fluid is a rare protocol successful on both Solana and EVM, unlike most DeFi protocols that focus on a single ecosystem [1] - Fluid's partnership with Jupiter, featuring a 50/50 revenue split, is a model for others to study [1] - Fluid offers a way to bet on both ETH and SOL, positioning itself to benefit from the growth of either ecosystem [2] Growth Potential - If EVM DeFi grows, Fluid benefits; if Solana DeFi grows, Fluid benefits even more, as growth on Solana is currently undervalued [1] - Fluid is projected to become the number one money market on Solana within 1-2 months [2] Competitive Landscape - While Aave expanded to Aptos, the first non-EVM chain, Fluid's dual-chain approach distinguishes it from protocols limited to a single ecosystem [1][2]
X @The Block
The Block· 2025-08-12 20:41
Stablecoin Liquidity Enhancement - Coinbase plans to enhance stablecoin liquidity on Aave, Morpho, Kamino, and Jupiter [1] - The initiative involves a new Bootstrap Fund [1] Platforms Involved - Aave is one of the platforms targeted for increased stablecoin liquidity [1] - Morpho is another platform where Coinbase aims to boost stablecoin liquidity [1] - Kamino is included in Coinbase's stablecoin liquidity enhancement strategy [1] - Jupiter is also a platform where Coinbase intends to improve stablecoin liquidity [1]