📊 @KaminoFinance Lend: May 2025 Monthly Report 🧵
May saw the debut of Kamino Lend V2, kicking off a modular modular new era for @Solana credit markets – alongside continued growth across the protocol
Let’s dive in 👀
Allez Labs
709 posts
Allez Labs
@AllezLabs
Data and risk experts, in DeFi risk management since 2019
We’re hiring data engineers and analysts
Joined June 2024
- 🧵 @KaminoFinance April 2025 Monthly Report After the Q1 chop, Kamino Lend is back in growth mode 📈 TVL surged 25.5% to $2B Total supply reached $3.37B (+26.1%) Debt climbed to $1.37B (+27.1%) SOL leverage returned, LSTs surged with +$224M of liquidity Let’s dig in 👇
- 🚀 @KaminoFinance V2 is live Allez Labs is proud to be at the forefront of Kamino V2 — the most modular DeFi lending solution and its on @solana We’re launching 2 flagship vaults + 2 new markets on Day 1 to unlock safer, smarter yield for everyone 🧵👇
- The @sanctumso Market is now live on @KaminoFinance V2 You can now borrow SOL against Infinity (INF), a multi-LST liquidity pool (LP) of SOL LSTs Currently nearing 75% APY with Multiply Here’s how to leverage this yield opportunity 👇
- 🚨 New markets. New yield. Even better UX. Soon with @KaminoFinance V2 We’re partnering up with @AdrenaProtocol to scale $ALP as a DeFi-native collateral asset This will unlock leveraged $ALP yield to @KaminoFinance. We propose $70K in market incentives with a $10M TVL targetNew proposal dropped! Time to make liquid $ALP great again (real) 💉 @AllezLabs proposes launching an Adrena market on @KaminoFinance V2 with $70K (2.8M $ADX) in incentives to bootstrap liquidity, unlock leveraged $ALP yield, and target up to $10M in TVL over 2 months. Every
- Today we’re proud to announce that we’re partnering with @MorphoLabs and @yearnfi to initiate a conversation with the @0xPolygon community around putting the PoS bridge liquidity to work. 🧵
- 1/ BREAKING: @AllezLabs is joining @KaminoFinance as a risk contributor! We're bringing our DeFi and risk management expertise to support Kamino's growth across both the current lending markets and the upcoming V2 🔥1/ We are excited to announce that @AllezLabs is joining Kamino as official contributors Consisting of a group of DeFi veterans, Allez will be working closely with Kamino on risk and strategy as the protocol scales with Kamino Lend V2
- 🚀 Introducing @KaminoFinance Monthly Reports! 🚀 We’re kicking off a new series of deep dives into Kamino’s lending markets, risks, and trends. Here’s what you need to know for January 2025👇
- The first hybrid lending protocol is coming to @solana 🌊 Pooled markets. Isolated markets. Vaults. @KaminoFinance Lend V2 does it all - in a fully modular lending stack designed to scale credit on-chain Lets break it down👇
- 🧵Gmino Over this weekend the overall crypto ecosystem saw a massive downturn leading to increased activity and liquidations on Kamino. Despite the average maximum drawdown nearing 25% across the listed assets. Kamino safeguarded its users’ assets and processed liquidations as
- 🚀 We’re thrilled to see @hyperdrivedefi go live, the premier liquidity market on the HyperEVM. This is a significant milestone for DeFi on @HyperliquidX, unlocking native yield, leverage, and on-chain credit for the ecosystem
00:37Today we launch Hyperdrive — the stablecoin money market built for Hyperliquid, and the foundational layer for making everything on HyperCore liquid. This is our story: - The Adrena market is now live on Kamino V2 🚨 Users can borrow USDC against ALP, unlocking leveraged exposure to one of Solana's highest yielding LP tokens. 💰 2.8M ADX in incentives 🎯 65% LTV up to 2.86x Multiply Lets get you looped in👇
- Who's had a blast farming on @roycoprotocol & @berachain? 🥂 Your capital is now unlocked... the show must go on The fun continues on @KaminoFinance with up to 30% APY Staking yields on @Solana are greater than Ethereum & Multiply lets you 10x it in a click Here’s how 🧵
BM Boyco Particpants 🐻 The time to withdraw from the landmark @berachain genesis program is finally here. Royco has successfully distributed 2% of the BERA supply to $3B of LP capital through Boyco. Please visit berachain.royco.org to check your allocation. - ALP is still the highest-yield Multiply strategy on @KaminoFinance 🥁 Multiply users are currently earning 180+% APY 👀 Borrow cap is doubling up to 1.2M USDC Time to deploy more capital Learn more 👇
