Kamino

TOKEN2049

2026-10-12 11:41:05

TOKEN2049 shifts the conversation from narratives to fundamentals

Discussions at TOKEN2049 Singapore pointed to a clear change in tone across the crypto industry: less focus on the next big narrative, more attention on fundamentals. Speakers across DeFi and institutional panels kept returning to three practical questions — where growth is coming from, who is using on-chain products and for what purpose, and whether those products can actually be built and operated in a compliant way. In this context, fundamentals referred to real assets, real use cases, real revenue and compliant execution, not token price performance. Panelists cited traditional assets moving on-chain as a major source of recent growth. Robbie Petersen of a16z said a meaningful share of industry growth over the past six to 12 months came from tokenized traditional assets, while Hyperliquid and Ethena speakers pointed to changes in trading mix and stablecoin supply resilience. Institutional participants also framed tokenization less as a distribution story and more as a utility story, with lending emerging as an early use case. Across the event, builders stressed execution, permissioned structures, KYC and legal enforceability, suggesting the industry is increasingly being measured by whether products work inside real-world constraints rather than by how compelling a new narrative sounds.

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Fasanara Capi

2026-09-02 20:40:01

Fasanara Capital’s Private Credit Strategy Goes Live on Solana via Midas RWA

Fasanara Capital, an asset management firm, has launched its private credit strategy on the Solana blockchain through Midas RWA, issuing a token called solmF-ONE. The token is now integrated into Kamino's RockawayX RWA USDC market and SteakhouseFi's USDG high-yield market, enabling its use in DeFi activities within the Solana ecosystem. This move aims to bring traditional private credit assets on-chain, offering DeFi users new yield opportunities. The integration bridges traditional finance and decentralized finance, allowing DeFi participants to access yields from private credit assets.

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YZi Labs

2026-10-01 00:38:08

YZi Labs investor lays out five reasons for onchain stocks and three startup paths

RickyW, a member of the YZi Labs investment team, argues that the real question around onchain equities is not whether stocks can be tokenized, but what those tokens actually represent, what rights holders can claim, and where real businesses can be built around them. In his essay, published by MarsBit and translated by ChainCatcher, he breaks tokenized stocks into several categories, including tokens linked to actual share ownership or legally recognized indirect interests, third-party products backed by custodied shares, and derivatives that track stock prices without conferring ownership. He uses examples such as xStocks, Alpaca and Kamino to explain issuance, minting, redemption, arbitrage, distribution and the role of brokers, custodians, exchanges and market makers. RickyW says the case for putting stocks onchain rests on five points: stablecoin-based funding can reduce friction for eligible investors; developers can build products without recreating core market infrastructure; investors may be able to move positions across wallets, apps and protocols rather than liquidating and rebuying; tokenized holdings can become collateral or other productive assets; and trading and settlement can run outside standard exchange hours, including atomic swaps between stock tokens and stablecoins. He also points to three startup opportunities: building investable portfolio products around specific theses, providing software that keeps records synchronized across issuers and service providers, and creating collateral assessment, risk management and liquidation tools for lending platforms that accept eligible stock tokens.

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Solana

2026-09-27 13:33:14

Solana weekly report shows record stablecoin and RWA totals, tokenized stock holders top 1 million

Solana’s latest ecosystem weekly report showed a fresh set of record figures across the network. Total stablecoin supply on Solana reached $17.3 billion, while the network’s real-world asset, or RWA, ecosystem climbed past $4.6 billion and now spans more than 3,000 assets. The number of tokenized stock holders on Solana also crossed 1 million for the first time. The report also highlighted several product launches this week. Backpack enabled cash dividend payments for eligible tokenized stocks and ETFs. Centrifuge launched HYB on Solana, an actively managed U.S. high-yield corporate bond fund managed by New York Life Investments. CADD, described as Canada’s first regulated stablecoin, has also gone live on Solana. On the flow side, U.S. Solana ETFs recorded more than $188 million in net inflows over a single week, the highest level since listing. Separately, Solana processed 76% of x402 protocol transactions, and Kamino said loan originations reached $10 million within 72 hours of launching AUTO fixed-rate loans.

420

Token Unlocks

2026-09-27 06:46:35

Weekly token unlocks: CARDS, Kamino, Falcon Finance and EigenLayer on the list

Odaily’s weekly token unlock roundup listed four projects with notable releases: Falcon Finance, CARDS, Kamino and EigenLayer. CARDS had the largest unlock by value in the article at about $10.91 million, tied to 59.62 million tokens. Kamino was listed with 230 million tokens worth about $10.64 million, while Falcon Finance was set to unlock 76.84 million tokens worth about $10.22 million. EigenLayer’s release was put at 36.3 million tokens worth about $9.91 million. The source article also included each project’s official website, selected X accounts, and release-curve charts for the week.

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Kamino

2026-09-25 19:04:41

Kamino launches tGBP lending market on Solana for pound-denominated borrowing

Kamino, a lending protocol in the Solana ecosystem, has launched a new borrowing and lending market built around tGBP, a pound-backed stablecoin. The product lets users deposit tGBP to earn yield or borrow tGBP against collateral including USDC, cbBTC and JitoSOL. The market is managed by asset manager Steakhouse Financial. tGBP is issued by BCP Technologies, which is registered with the UK Financial Conduct Authority, and is designed to maintain a 1:1 peg with the British pound. The new market gives users and businesses that need pound-denominated loans another on-chain credit option. It also aims to reduce the foreign-exchange risk that can come with borrowing through dollar stablecoins. Dollar stablecoins still dominate DeFi. Kamino’s move adds a non-dollar option to on-chain credit and points to a broader push toward multi-currency lending services.

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Kamino

2026-09-20 15:26:33

Kamino-backed lending market Onrefinance tops $300 million in deposits

Onrefinance, a lending market under Solana-based decentralized finance protocol Kamino, has surpassed $300 million in total deposits, according to information disclosed by crypto research firm Messari on X. The update was cited by Techub News. The disclosure identifies Messari’s X account as @MessariCrypto. No additional figures or timeline details were provided in the source beyond the deposit total crossing the $300 million mark. The report centers on Onrefinance’s latest deposit milestone within the Solana DeFi ecosystem and attributes the data point directly to Messari’s social media disclosure.

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Kamino

2026-09-15 15:59:53

Kamino appoints Michael Weisz as CEO to lead U.S. push and institutional expansion

Solana-based lending protocol Kamino has named Michael Weisz as chief executive officer, handing him responsibility for institutional growth and expansion into the U.S. market. The appointment, announced on Sept. 15, puts Weisz in charge of a protocol with $1.352 billion in total value locked and $1.022 billion in active loans, based on DefiLlama data. Kamino said Weisz brings more than 20 years of experience across fintech and private markets. In a post accompanying his thesis letter, Weisz said financial-services infrastructure is moving onchain and argued that tokenization alone is not enough without liquidity, credit, distribution, and supporting infrastructure. He said Kamino has spent four years building that base. Kamino’s documentation lists Earn, Borrow, Multiply, and Swap among its products, and says its curator tooling allows professional risk managers to create custom lending strategies for institutions, launch isolated lending markets with separate risk settings, and route depositor funds across reserves. DefiLlama ranks Kamino Lend seventh among the lending protocols it tracks, with 2.7% of the sector’s $50.438 billion TVL. The data provider also shows Kamino’s TVL rose 29.9% over the past 30 days and tracks 150 yield pools tied to the protocol.

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